BFI

BROGAN FINANCIAL Inc. Portfolio

Invests via BROGAN FINANCIAL Inc. | Managed by Jim Brogan

Invests via BROGAN FINANCIAL Inc.

Managed by Jim Brogan

Automatically Tracked

Tracking: 0 Updated: Jun 12 at 08:06 PM

Company Profile

Specializing in wealth management and advisory services, BROGAN FINANCIAL Inc. has established a significant presence in the financial landscape. By focusing on personalized financial strategies, it serves a diverse clientele ranging from individuals to small businesses seeking effective capital growth solutions. The firm combines industry expertise with tailored investment opportunities to address unique client needs, positioning itself as an integral player in the local market. In addition to its core services, the company is dedicated to fostering long-term relationships and building trust through transparency and communication.

Investment Philosophy & Strategy

In an era where tailored financial strategies are paramount, BROGAN FINANCIAL Inc. thrives on understanding client objectives deeply. The firm prioritizes customized solutions that adapt to evolving market conditions while remaining focused on growth potential across a spectrum of asset classes. Its approach emphasizes building enduring relationships and ensuring clients feel informed at every step of their investment journey. With a commitment to navigating complex financial landscapes, the organization leverages extensive market knowledge to craft unique paths for capital appreciation, making it a vital partner in wealth creation.

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:

26.86%

Gain +0.24%

Monthly

0.66%

Yearly

8.18%

Drawdown

13.08%

$246.17M

Equity

Holdings

$246.17M

Investment

$184M

$67.82M

Profit +$689,167.62

Realized

$5.65M

Unrealized

$62.17M

Dividends

$8.03M

Goals

Avg. 95.5% completed goals

Yearly

Gain > 5%

2026

91%

Yearly

Gain < 20%

2026

100%

Today

Compared To Yesterday

Gain

0.24%

Profit

$689,167.62

Win %

74%

This Week

Compared To Last Week

Gain

-0.14%

Profit

-$344,068.13

Win %

74%

This Month

Compared to last month

Gain

-0.3%

Profit

-$749,129.34

Win %

74%

This Year

Compared to last year

Gain

4.54%

Profit

$10.91M

Win %

74%

Gainers
Losers

PWR Quanta Services Inc.

+3.7%

+$22,490.3

ORLA Orla Mining Ltd.

+2.8%

+$3,661.54

JPM JPMorgan Chase & Co.

+2.3%

+$10,497.89

VMC Vulcan Materials Company

+2.25%

+$6,947.31

TSLA Tesla, Inc.

+1.88%

+$4,427.96

BX Blackstone Inc.

+1.57%

+$5,506.2

CAT Caterpillar Inc.

+1.49%

+$15,449.47

TXN Texas Instruments Inc

+1.36%

+$18,069.04

NEE NextEra Energy, Inc.

+1.3%

+$6,585.8

ABBV AbbVie Inc.

+1.3%

+$8,986.94

JNJ Johnson & Johnson

+1.05%

+$2,945

V Visa Inc. Class A

+1.05%

+$3,797.59

OSCV Opus Small Cap Value ETF

+1.03%

+$343,399.56

IWD iShares Russell 1000 Value ETF

+1.02%

+$6,501.26

RSP Invesco S&P 500 Equal Weight ETF

+0.92%

+$264,018.21

PG Procter & Gamble Co

+0.85%

+$6,706.72

CVX Chevron Corporation

+0.75%

+$3,758.97

IJH iShares Core S&P Mid-Cap ETF

+0.73%

+$1,934.17

HD The Home Depot, Inc.

+0.73%

+$3,389.01

COST Costco Wholesale Corporation

+0.72%

+$2,656.2

DGRO iShares Core Dividend Growth ETF

+0.7%

+$1,905.75

BRK-B Berkshire Hathaway Inc.

+0.69%

+$3,477.31

ROP Roper Technologies Inc.

+0.68%

+$1,511.94

QQQ Invesco QQQ Trust, Series 1

+0.62%

+$5,398.4

IVV iShares Core S&P 500 ETF

+0.58%

+$2,627.31

VOO Vanguard S&P 500 ETF

+0.58%

+$6,441.3

J Jacobs Solutions Inc.

+0.56%

+$2,244.31

GOOGL Alphabet Inc

+0.56%

+$2,598.01

DFUS Dimensional U.S. Equity Market ETF

+0.55%

+$4,211.68

VONE Vanguard Russell 1000 ETF

+0.46%

+$1,968.5

GOOG Alphabet Inc

+0.46%

+$1,653.12

WMT Walmart Inc.

+0.45%

+$3,311.42

PGR Progressive Corporation

+0.43%

+$990.89

DFAI Dimensional International Core Equity Market ETF

+0.4%

+$103,608.29

SPYM State Street SPDR Portfolio S&P 500 ETF

+0.29%

+$20,152.9

XOM Exxon Mobil Corporation

+0.29%

+$2,417.77

FANG Diamondback Energy Inc

+0.28%

+$911.52

ACIO Aptus Collared Investment Opportunity ETF

+0.24%

+$214,055.93

NVDA NVIDIA Corporation

+0.18%

+$2,110.11

MSFT Microsoft Corp.

+0.13%

+$1,655.16

KO The Coca-Cola Company

+0.1%

+$392.88

IWF iShares Russell 1000 Growth ETF

+0.06%

+$558.6

GLD SPDR Gold Shares

+0.06%

+$329.12

LDOS Leidos Holdings Inc.

+0.05%

+$462

ANTM Anthem Inc

BEMO Aptus Behavioral Momentum ETF

ABT Abbott Laboratories

-1.68%

-$4,629.66

AAPL Apple Inc.

-1.52%

-$69,781.5

MRK Merck & Co., Inc.

-1.41%

-$2,949.65

AMZN Amazon.com Inc

-1.23%

-$12,849.36

AMT American Tower Corporation

-1.19%

-$4,138.06

SAIC Science Applications International Corporation Common Stock

-0.97%

-$5,670.56

CHE Chemed Corporation

-0.4%

-$912.9

NOC Northrop Grumman Corporation

-0.4%

-$981.12

DRSK Aptus Defined Risk ETF

-0.21%

-$60,395.58

LOW Lowe's Companies Inc.

-0.1%

-$275.66

Events

Dividends

Dividend Analysis

No Data

Trades 613	Longs Won 447/613 72%	Profit Factor 47.53
Profitability	Shorts Won 0/0 0%	Standard Deviation $1.05M
Average Win $154,972.3	Best Trade (Jun 12) $24.16M	Sharpe Ratio -8.47
Average Loss -$8,780.6	Worst Trade (Jun 10) -$359,936.93	Z-Score 11.31 (100%)
Commissions $0	Avg. Trade Length 1y 6m 6d	Expectancy $110,628.12

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%	0.54%
Consecutive Losing Trades	27,778	25,000	22,222	19,444	16,667	13,889	11,111	8,333	5,556	2,778