TM
Thomas Morgan Portfolio
Invests via Corps Capital Advisors LLC | Managed by Thomas Morgan Jr., Constantinos Maniatis
Invests via Corps Capital Advisors LLC
Managed by Thomas Morgan Jr., Constantinos Maniatis
Automatically Tracked
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
28.53%
Gain +0.36%
Monthly
1.26%
Yearly
16.26%
Drawdown
18.3%
$128.33M
Equity
Holdings
$128.33M
Investment
$102.27M
$26.34M
Profit +$453,848.57
Realized
$279,190.29
Unrealized
$26.06M
Dividends
$3.03M
Goals
Avg. 98.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.36%
Profit
$453,848.57
Win %
76%
This Week
Compared To Last Week
Gain
0.36%
Profit
$453,848.57
Win %
76%
This Month
Compared to last month
Gain
3.98%
Profit
$4.91M
Win %
76%
This Year
Compared to last year
Gain
4.83%
Profit
$5.92M
Win %
67%
AMZN Amazon.com Inc
+15.32%
+$766,591.55 
BNAIW Brand Engagement Networks Inc.
+8.9%
+$7,172.35 
BETA BETA Technologies, Inc. - Class A Common Stock
+7.74%
+$138,382.72 
GOOG Alphabet Inc
+6.88%
+$164,074.71 
GOOGL Alphabet Inc
+6.73%
+$289,997.82 
VRT Vertiv Holdings Co
+6.18%
+$11,256.01 
META Meta Platforms Inc Class A
+3.28%
+$60,571.65 
CRWD CrowdStrike Holdings, Inc.
+3.04%
+$187,405.92 
MSFT Microsoft Corp.
+3.02%
+$135,886.64 
NVDA NVIDIA Corporation
+2.93%
+$251,542.94 
CVX Chevron Corporation
+2.35%
+$16,131.88 
MRVL Marvell Technology, Inc.
+2.32%
+$4,899 
EOG EOG Resources, Inc.
+2.19%
+$7,733.78 
CSCO Cisco Systems, Inc.
+2.14%
+$19,872.54 
OKE ONEOK, Inc.
+1.95%
+$76,702.68 
JCI Johnson Controls International plc
+1.93%
+$4,970.64 
CRM Salesforce Inc
+1.83%
+$4,528.07 
KMI Kinder Morgan, Inc.
+1.64%
+$5,873.92 
SHEL Shell plc
+1.62%
+$4,874.52 
VZ Verizon Communications Inc.
+1.52%
+$17,294.9 
LMT Lockheed Martin Corporation
+1.5%
+$8,707.67 
MPLX MPLX LP
+1.46%
+$5,127.36 
GE General Electric Company
+1.42%
+$11,418.1 
HESM Hess Midstream LP
+1.39%
+$13,609.12 
CQP Cheniere Energy Partners L.P.
+1.29%
+$12,668.91 
WFC Wells Fargo & Company
+1.19%
+$4,265.64 
TMFC Motley Fool 100 Index ETF
+1.19%
+$7,375.55 
AMAT Applied Materials, Inc.
+1.18%
+$17,340.16 
RBRK Rubrik, Inc.
+1.09%
+$2,340 
IEP Icahn Enterprises L.P.
+1.04%
+$1,316.32 
SUN Sunoco L.P.
+0.95%
+$4,122 
WMB The Williams Companies, Inc.
+0.89%
+$2,595.6 
IBM International Business Machines Corporation
+0.86%
+$1,527.98 
GEV GE Vernova Inc.
+0.85%
+$8,542.68 
CP Canadian Pacific Kansas City Limited
+0.83%
+$8,319.08 
TSLA Tesla, Inc.
+0.76%
+$7,188.5 
TRGP Targa Resources Corp.
+0.76%
+$2,823.73 
PLTR Palantir Technologies Inc.
+0.65%
+$7,795.18 
IMO Imperial Oil Limited
+0.6%
+$2,233.03 
ET Energy Transfer L.P.
+0.59%
+$21,482.64 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+0.57%
+$4,970.46 
HIO Western Asset High Income Opportunity Fund Inc.
+0.57%
+$500 
STX Seagate Technology Holdings plc
+0.52%
+$1,575.3 
PSX Phillips 66
+0.51%
+$5,058.63 
CSX CSX Corporation
+0.42%
+$945 
RTX RTX Corporation
+0.39%
+$7,922.88 
AVGO Broadcom Inc.
+0.37%
+$6,831.36 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$9,011.7 
JEPI JPMorgan Equity Premium Income Fund
+0.33%
+$1,466.61 
NUV Nuveen Municipal Value Fund, Inc.
+0.33%
+$705 
GD General Dynamics Corporation
+0.32%
+$955.26 
JPM JPMorgan Chase & Co.
+0.27%
+$2,190.2 
NRG NRG Energy, Inc.
+0.24%
+$500.14 
JNJ Johnson & Johnson
+0.21%
+$1,043.04 
MS Morgan Stanley
+0.17%
+$355.32 
CB Chubb Limited
+0.15%
+$646.6 
WMT Walmart Inc.
+0.09%
+$918.42 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 SLND
SLNDWS
0%
$0 
AAPL Apple Inc.
-7.35%
-$865,850.24 
SPCX Space Exploration Technologies Corp. Class A
-3.41%
-$11,888.32 
FBTC Fidelity Wise Origin Bitcoin Index Fund
-2.93%
-$12,081.3 
EQIX Equinix, Inc.
-2.7%
-$59,918.25 
ABBV AbbVie Inc.
-2.51%
-$36,542.56 
SLV iShares Silver Trust
-2.13%
-$10,442.4 
BNAI Brand Engagement Network Inc.
-2.01%
-$7,905.36 
WES Western Midstream Partners, LP
-2%
-$7,900.2 
NFLX Netflix, Inc.
-2%
-$48,323.08 
AMD Advanced Micro Devices, Inc.
-1.9%
-$11,550.02 
BHP BHP Group Ltd.
-1.64%
-$5,640 
LRCX Lam Research Corporation
-1.58%
-$3,313.51 
STWD Starwood Property Trust Inc.
-1.54%
-$2,626.75 
GLD SPDR Gold Shares
-1.49%
-$14,572.63 
FCX Freeport-McMoRan Inc.
-1.28%
-$4,987.17 
F Ford Motor Company
-1.21%
-$2,566.98 
NEE NextEra Energy, Inc.
-1.15%
-$3,358.25 
MCK McKesson Corporation
-1.08%
-$4,846.41 
DINO HF Sinclair Corporation
-1.05%
-$7,641.66 
INTC Intel Corporation
-1.02%
-$10,982.37 
PAA Plains All American Pipeline, L.P.
-1.01%
-$16,529.5 
XOM Exxon Mobil Corporation
-0.97%
-$9,600.75 
TRP TC Energy Corporation
-0.97%
-$6,033.02 
ARM Arm Holdings plc American Depositary Receipt
-0.77%
-$25,557.61 
MA Mastercard Incorporated
-0.74%
-$16,719.52 
GS The Goldman Sachs Group, Inc.
-0.63%
-$28,453.64 
LLY Eli Lilly and Company
-0.53%
-$1,789.96 
PEP PepsiCo, Inc.
-0.46%
-$1,896.32 
MQY BlackRock MuniYield Quality Fund, Inc.
-0.44%
-$855 
TMO Thermo Fisher Scientific Inc.
-0.43%
-$4,814.09 
HD The Home Depot, Inc.
-0.42%
-$3,650.19 
AXP American Express Company
-0.38%
-$1,203.95 
RIO Rio Tinto Plc Sponsored ADR
-0.34%
-$2,292.18 
DTF DTF Tax-Free Income 2028 Trust
-0.26%
-$570 
COST Costco Wholesale Corporation
-0.24%
-$4,956.65 
EPD Enterprise Products Partners L.P.
-0.18%
-$6,492.94 
VIK Viking Holdings Ltd
-0.1%
-$406 
V Visa Inc. Class A
-0.04%
-$197.53 
UBER Uber Technologies, Inc.
-0.01%
-$36.56 Events
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Dividends
Dividend Analysis
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| Trades 380 | Longs Won 227/380 59% | Profit Factor 4.54 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $321,438.21 |
| Average Win $148,792.01 | Best Trade (Sep 01) $3.51M | Sharpe Ratio -12.35 |
| Average Loss -$48,594.64 | Worst Trade (Jun 30) -$942,092.45 | Z-Score 4.99 (100%) |
| Commissions $0 | Avg. Trade Length 9m 6d | Expectancy $69,306.65 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 2,639 | 2,375 | 2,111 | 1,847 | 1,583 | 1,319 | 1,055 | 792 | 528 | 264 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 35,312 | $9M | $10.91M | - | $1.9M | 21.14% | -7.354% |
| ABBV AbbVie Inc. | 5,648 | $1.07M | $1.42M | - | $344,585.35 | 32.12% | -2.513% |
| AMAT Applied Materials, Inc. | 2,939 | $827,373.55 | $1.49M | - | $664,668.61 | 80.33% | +1.176% |
| AMD Advanced Micro Devices, Inc. | 1,250 | $267,700 | $595,187.49 | - | $327,487.49 | 122.33% | -1.904% |
| AMZN Amazon.com Inc | 21,247 | $4.69M | $5.77M | - | $1.08M | 22.91% | +15.321% |
| ARM Arm Holdings plc American Depositary Receipt | 13,815 | $1.79M | $3.31M | - | $1.53M | 85.38% | -0.766% |
| AVGO Broadcom Inc. | 4,744 | $1.54M | $1.85M | - | $304,235.95 | 19.72% | +0.371% |
| AXP American Express Company | 948 | $320,661 | $318,765 | - | -$1,896 | -0.59% | -0.376% |
| BETA BETA Technologies, Inc. - Class A Common Stock | 101,752 | $1.79M | $1.93M | - | $131,309.36 | 7.32% | +7.74% |
| BHP BHP Group Ltd. | 4,000 | $241,480 | $337,960 | - | $96,480 | 39.95% | -1.641% |
| BNAI Brand Engagement Network Inc. | 32,939 | $144,526.4 | $385,715.69 | - | $241,189.29 | 166.88% | -2.008% |
| BNAIW Brand Engagement Networks Inc. | 731,872 | $190,287.01 | $87,751.45 | - | -$102,535.56 | -53.88% | +8.901% |
| BRK-B Berkshire Hathaway Inc. | 4,845 | $2.29M | $2.48M | - | $190,932.81 | 8.35% | +0.365% |
| CB Chubb Limited | 1,220 | $380,786 | $427,829.59 | - | $47,043.59 | 12.35% | +0.151% |
| COST Costco Wholesale Corporation | 2,174 | $1.96M | $2.07M | - | $105,167.65 | 5.35% | -0.239% |
| CP Canadian Pacific Kansas City Limited | 11,396 | $824,697.38 | $1.01M | - | $188,293.06 | 22.83% | +0.828% |
| CQP Cheniere Energy Partners L.P. | 15,082 | $857,529.64 | $993,903.8 | - | $136,374.16 | 15.9% | +1.291% |
| CRM Salesforce Inc | 1,368 | $311,580.11 | $251,739.37 | - | -$59,840.74 | -19.21% | +1.832% |
| CRWD CrowdStrike Holdings, Inc. | 33,228 | $3.05M | $6.34M | - | $3.29M | 107.99% | +3.045% |
| CSCO Cisco Systems, Inc. | 8,178 | $630,024.05 | $948,566.22 | - | $318,542.17 | 50.56% | +2.14% |
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Thomas Morgan?
The largest contributions to the portfolio's profits come from the following stocks: Brand Engagement Network Inc - $1.8M, Philip Morris International Inc - $821,600, International Business Machines Corporation - $459,458.94, Energy Transfer L.P - $368,533.4, and Microsoft Corp - $361,606.31. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: Apple Inc - $972,705.84, Salesforce Inc - $421,055.27, Tesla, Inc - $315,742.07, Reddit Inc Class A - $302,322.94, and Eaton Corporation plc - $289,800. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Thomas Morgan's portfolio generate?
The portfolio generates substantial dividend income, with a total of $3.03M earned over time. The largest contributors to dividend income include Energy Transfer L.P - $409,322.27, ONEOK, Inc - $344,395.55, Enterprise Products Partners L.P - $330,857.87, Plains All American Pipeline, L.P - $117,023.05, and JPMorgan Nasdaq Equity Premium Income ETF - $109,827.13. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Thomas Morgan's monthly returns?
Thomas Morgan's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Thomas Morgan's strategy be considered aggressive or moderate?
Thomas Morgan's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Thomas Morgan's strategy?
Thomas Morgan's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
