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
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.
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.
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:
61.28%
Gain -0.45%
Monthly
1.07%
Yearly
13.68%
Drawdown
16.55%
$250.02M
Equity
Holdings
$250.02M
Investment
$187.1M
$68.78M
Profit -$765,952.03
Realized
$5.86M
Unrealized
$62.92M
Dividends
$9.46M
Goals
Avg. 51.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.45%
Profit
-$765,952.03
Win %
73%
This Week
Compared To Last Week
Gain
0.33%
Profit
$827,690.72
Win %
73%
This Month
Compared to last month
Gain
0.59%
Profit
$1.45M
Win %
73%
This Year
Compared to last year
Gain
0.17%
Profit
$429,610.27
Win %
73%
ORLA Orla Mining Ltd.
+5.65%
+$6,376.13 
CVX Chevron Corporation
+2.91%
+$16,059.3 
FANG Diamondback Energy Inc
+2.9%
+$7,341.7 
SAIC Science Applications International Corporation Common Stock
+2.9%
+$17,940.72 
XOM Exxon Mobil Corporation
+2.63%
+$24,664.52 
WMT Walmart Inc.
+1.75%
+$11,172.22 
KO The Coca-Cola Company
+1.14%
+$4,831.32 
LOW Lowe's Companies Inc.
+1.13%
+$2,732.66 
PGR Progressive Corporation
+0.99%
+$2,385.6 
NOC Northrop Grumman Corporation
+0.83%
+$1,796.01 
HD The Home Depot, Inc.
+0.82%
+$3,351.11 
V Visa Inc. Class A
+0.62%
+$2,484.71 
PG Procter & Gamble Co
+0.61%
+$4,845.32 
COST Costco Wholesale Corporation
+0.48%
+$1,741.17 
GLD SPDR Gold Shares
+0.34%
+$1,824.53 
AAPL Apple Inc.
+0.3%
+$15,457.08 
MSFT Microsoft Corp.
+0.1%
+$1,759.6 
BRK-B Berkshire Hathaway Inc.
+0.08%
+$435.96 
SNDK SanDisk Corporation
-3.18%
-$6,294.6 
MRK Merck & Co., Inc.
-2.23%
-$5,556.96 
JNJ Johnson & Johnson
-2.05%
-$6,503.94 
ABBV AbbVie Inc.
-1.65%
-$14,936.29 
APH Amphenol Corporation
-1.65%
-$8,784 
PWR Quanta Services Inc.
-1.63%
-$6,349.8 
TSLA Tesla, Inc.
-1.48%
-$3,605.55 
ABT Abbott Laboratories
-1.4%
-$4,469.82 
NOW ServiceNow, Inc.
-1.39%
-$4,588.8 
AMT American Tower Corporation
-1.38%
-$3,931.93 
AVGO Broadcom Inc.
-1.25%
-$3,400.62 
VMC Vulcan Materials Company
-1.23%
-$3,320.03 
J Jacobs Solutions Inc.
-1.08%
-$4,693.11 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.97%
-$2,082.84 
CHE Chemed Corporation
-0.95%
-$2,698.01 
ROP Roper Technologies Inc.
-0.88%
-$2,114.05 
JPM JPMorgan Chase & Co.
-0.84%
-$3,732.74 
DFAI Dimensional International Core Equity Market ETF
-0.73%
-$189,692.7 
NEE NextEra Energy, Inc.
-0.73%
-$3,361.67 
CAT Caterpillar Inc.
-0.68%
-$6,466.79 
MTUM iShares MSCI USA Momentum Factor ETF
-0.6%
-$1,291.18 
NVDA NVIDIA Corporation
-0.56%
-$7,220.98 
AMZN Amazon.com Inc
-0.53%
-$7,840.51 
QQQ Invesco QQQ Trust, Series 1
-0.5%
-$4,854.45 
IWF iShares Russell 1000 Growth ETF
-0.48%
-$4,584.21 
IJH iShares Core S&P Mid-Cap ETF
-0.46%
-$1,170.49 
ELV Elevance Health, Inc.
-0.45%
-$3,168.62 
BX Blackstone Inc.
-0.44%
-$1,446.39 
VONE Vanguard Russell 1000 ETF
-0.41%
-$1,828.19 
VTHR Vanguard Russell 3000 ETF
-0.41%
-$845.37 
DFUS Dimensional U.S. Equity Market ETF
-0.36%
-$2,926.78 
RSP Invesco S&P 500 Equal Weight ETF
-0.33%
-$94,856.35 
OSCV Opus Small Cap Value ETF
-0.33%
-$106,787.46 
VOO Vanguard S&P 500 ETF
-0.33%
-$3,888.91 
IVV iShares Core S&P 500 ETF
-0.32%
-$1,644.25 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.3%
-$22,375.37 
LDOS Leidos Holdings Inc.
-0.29%
-$2,505.75 
IWD iShares Russell 1000 Value ETF
-0.28%
-$1,893.57 
ACIO Aptus Collared Investment Opportunity ETF
-0.27%
-$252,419.7 
DRSK Aptus Defined Risk ETF
-0.27%
-$73,827.04 
ADME Aptus Drawdown Managed Equity Fund
-0.25%
-$1,790.82 
DGRO iShares Core Dividend Growth ETF
-0.2%
-$565.13 
CPRT Copart Inc.
-0.06%
-$109.71 
GOOGL Alphabet Inc
-0.03%
-$151.91 
GOOG Alphabet Inc
-0.02%
-$94.72 
TXN Texas Instruments Inc
-0.02%
-$245.08 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 672 | Longs Won 495/672 73% | Profit Factor 38.11 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.06M |
| Average Win $142,688.74 | Best Trade (Oct 07) $26.02M | Sharpe Ratio -12.32 |
| Average Loss -$10,469.91 | Worst Trade (Dec 31) -$227,582.24 | Z-Score 13.61 (100%) |
| Commissions $0 | Avg. Trade Length 1y 7m 3w | Expectancy $102,347.85 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.86% |
| Consecutive Losing Trades | 23,810 | 21,429 | 19,048 | 16,667 | 14,286 | 11,905 | 9,524 | 7,143 | 4,762 | 2,381 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 15,154 | $2.15M | $5.12M | - | $2.97M | 137.76% | +0.303% |
| ABBV AbbVie Inc. | 3,334 | $580,527.76 | $889,777.92 | - | $309,250.16 | 53.27% | -1.651% |
| ABT Abbott Laboratories | 3,239 | $357,526.89 | $315,316.65 | - | -$42,210.24 | -11.81% | -1.398% |
| ACIO Aptus Collared Investment Opportunity ETF | 1.94M | $59.71M | $92.35M | - | $32.64M | 54.66% | -0.273% |
| ADME Aptus Drawdown Managed Equity Fund | 12,647 | $533,641.12 | $720,626.06 | - | $186,984.94 | 35.04% | -0.248% |
| AMT American Tower Corporation | 1,717 | $352,935.37 | $281,399.13 | - | -$71,536.24 | -20.27% | -1.378% |
| AMZN Amazon.com Inc | 5,723 | $943,599.91 | $1.48M | - | $536,081.74 | 56.81% | -0.527% |
| APH Amphenol Corporation | 6,100 | $268,961.2 | $525,271 | - | $256,309.8 | 95.3% | -1.645% |
| AVGO Broadcom Inc. | 722 | $272,823 | $268,439.6 | - | -$4,383.4 | -1.61% | -1.251% |
| BRK-B Berkshire Hathaway Inc. | 1,038 | $333,433.64 | $525,923.46 | - | $192,489.82 | 57.73% | +0.083% |
| BX Blackstone Inc. | 2,922 | $233,144.8 | $325,320.87 | - | $92,176.07 | 39.54% | -0.443% |
| CAT Caterpillar Inc. | 1,161 | $324,039.75 | $938,389.86 | - | $614,350.11 | 189.59% | -0.684% |
| CHE Chemed Corporation | 568 | $286,945.78 | $282,125.6 | - | -$4,820.18 | -1.68% | -0.947% |
| COST Costco Wholesale Corporation | 381 | $207,102.5 | $360,738.42 | - | $153,635.92 | 74.18% | +0.485% |
| CPRT Copart Inc. | 7,314 | $221,979.9 | $194,588.97 | - | -$27,390.93 | -12.34% | -0.056% |
| CVX Chevron Corporation | 2,690 | $459,240.81 | $567,912.8 | - | $108,671.99 | 23.66% | +2.91% |
| DFAI Dimensional International Core Equity Market ETF | 632,309 | $18.54M | $25.83M | - | $7.29M | 39.32% | -0.729% |
| DFUS Dimensional U.S. Equity Market ETF | 9,596 | $405,767.82 | $809,374.62 | - | $403,606.8 | 99.47% | -0.36% |
| DGRO iShares Core Dividend Growth ETF | 3,646 | $212,975.76 | $277,734.05 | - | $64,758.29 | 30.41% | -0.203% |
| DRSK Aptus Defined Risk ETF | 1.02M | $26.45M | $27.73M | - | $1.27M | 4.81% | -0.266% |
No Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
FAQ
Which stocks have generated the highest profits for BROGAN FINANCIAL Inc.?
The largest contributions to the portfolio's profits come from the following stocks: Aptus Defined Risk ETF - $3.38M, Aptus Collared Investment Opportunity ETF - $2.47M, SPDR Gold Shares - $2.26M, Dimensional International Core Equity Market ETF - $1.91M, and Opus Small Cap Value ETF - $1.15M. 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: Pfizer Inc - $103,304.68, Oracle Corporation - $61,645.62, Copart Inc - $56,154.63, Chipotle Mexican Grill, Inc - $50,652.5, and Northrop Grumman Corporation - $45,020.7. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does BROGAN FINANCIAL Inc.'s portfolio generate?
The portfolio generates substantial dividend income, with a total of $9.46M earned over time. The largest contributors to dividend income include Aptus Defined Risk ETF - $3.58M, Dimensional International Core Equity Market ETF - $1.53M, Aptus Collared Investment Opportunity ETF - $1.22M, Opus Small Cap Value ETF - $1.02M, and Invesco S&P 500 Equal Weight ETF - $758,985.48. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are BROGAN FINANCIAL Inc.'s monthly returns?
BROGAN FINANCIAL Inc.'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 BROGAN FINANCIAL Inc.'s strategy be considered aggressive or moderate?
BROGAN FINANCIAL Inc.'s strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow BROGAN FINANCIAL Inc.'s strategy?
BROGAN FINANCIAL Inc.'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.
2026 © Marketlog. All Rights Reserved.
