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:
61.44%
Gain +3.66%
Monthly
1.22%
Yearly
15.72%
Drawdown
16.55%
$254.5M
Equity
Holdings
$254.5M
Investment
$184M
$76.01M
Profit +$5.89M
Realized
$5.52M
Unrealized
$70.49M
Dividends
$9.04M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
3.66%
Profit
$5.89M
Win %
82%
This Week
Compared To Last Week
Gain
2.67%
Profit
$6.62M
Win %
82%
This Month
Compared to last month
Gain
2.67%
Profit
$6.62M
Win %
82%
This Year
Compared to last year
Gain
11.94%
Profit
$27.13M
Win %
81%
AMZN Amazon.com Inc
+15.32%
+$156,623.24 
GOOG Alphabet Inc
+6.88%
+$23,153.76 
GOOGL Alphabet Inc
+6.73%
+$29,188.53 
MSFT Microsoft Corp.
+3.02%
+$43,352.43 
NVDA NVIDIA Corporation
+2.93%
+$32,564.17 
LDOS Leidos Holdings Inc.
+2.84%
+$24,563 
CVX Chevron Corporation
+2.35%
+$12,136.2 
J Jacobs Solutions Inc.
+1.64%
+$6,890.95 
FANG Diamondback Energy Inc
+1.59%
+$5,367.84 
NOC Northrop Grumman Corporation
+1.43%
+$3,418.24 
PWR Quanta Services Inc.
+1.43%
+$8,348.21 
SAIC Science Applications International Corporation Common Stock
+1.22%
+$7,138.83 
TSLA Tesla, Inc.
+0.76%
+$1,392.39 
IWF iShares Russell 1000 Growth ETF
+0.76%
+$6,628.72 
VOO Vanguard S&P 500 ETF
+0.71%
+$7,965.61 
CAT Caterpillar Inc.
+0.7%
+$6,571.52 
ROP Roper Technologies Inc.
+0.7%
+$1,819.68 
DFUS Dimensional U.S. Equity Market ETF
+0.69%
+$5,360.33 
IVV iShares Core S&P 500 ETF
+0.69%
+$3,128.32 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.68%
+$46,628.29 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$5,350.2 
ACIO Aptus Collared Investment Opportunity ETF
+0.64%
+$564,329.27 
VONE Vanguard Russell 1000 ETF
+0.64%
+$2,705.1 
ADME Aptus Drawdown Managed Equity Fund
+0.63%
+$4,333.55 
IWD iShares Russell 1000 Value ETF
+0.44%
+$2,951.49 
PG Procter & Gamble Co
+0.37%
+$2,832.32 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$1,930.68 
MRK Merck & Co., Inc.
+0.32%
+$709.32 
DRSK Aptus Defined Risk ETF
+0.28%
+$80,527.44 
JPM JPMorgan Chase & Co.
+0.27%
+$1,366.76 
JNJ Johnson & Johnson
+0.21%
+$624.34 
OSCV Opus Small Cap Value ETF
+0.09%
+$32,704.72 
WMT Walmart Inc.
+0.09%
+$607.61 
ABT Abbott Laboratories
+0.09%
+$275.94 
ORLA Orla Mining Ltd.
0%
$0 
AAPL Apple Inc.
-7.35%
-$380,231.64 
ABBV AbbVie Inc.
-2.51%
-$19,947.01 
GLD SPDR Gold Shares
-1.49%
-$8,042.21 
NEE NextEra Energy, Inc.
-1.15%
-$6,019.6 
TXN Texas Instruments Inc
-1.08%
-$13,457.21 
LOW Lowe's Companies Inc.
-1.08%
-$2,844.31 
KO The Coca-Cola Company
-1.02%
-$4,419.9 
VMC Vulcan Materials Company
-0.98%
-$2,939.65 
XOM Exxon Mobil Corporation
-0.97%
-$8,704.17 
PGR Progressive Corporation
-0.87%
-$2,094.36 
DFAI Dimensional International Core Equity Market ETF
-0.64%
-$169,542.09 
AMT American Tower Corporation
-0.63%
-$2,014.12 
CHE Chemed Corporation
-0.47%
-$1,363.97 
HD The Home Depot, Inc.
-0.42%
-$1,971.05 
DGRO iShares Core Dividend Growth ETF
-0.28%
-$798.59 
BX Blackstone Inc.
-0.25%
-$927.38 
COST Costco Wholesale Corporation
-0.24%
-$866.39 
RSP Invesco S&P 500 Equal Weight ETF
-0.17%
-$50,615.64 
ELV Elevance Health, Inc.
-0.15%
-$954.22 
IJH iShares Core S&P Mid-Cap ETF
-0.11%
-$278.8 
V Visa Inc. Class A
-0.04%
-$159.17 Events
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Dividends
Dividend Analysis
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| Trades 613 | Longs Won 488/613 79% | Profit Factor 55.15 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.14M |
| Average Win $158,644.17 | Best Trade (Aug 10) $25.8M | Sharpe Ratio -11.3 |
| Average Loss -$11,230.01 | Worst Trade (Dec 31) -$227,582.24 | Z-Score 24.73 (100%) |
| Commissions $0 | Avg. Trade Length 1y 7m 2w 2d | Expectancy $124,004.24 |
| 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% | 0.6% |
| Consecutive Losing Trades | 22,727 | 20,455 | 18,182 | 15,909 | 13,636 | 11,364 | 9,091 | 6,818 | 4,545 | 2,273 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
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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 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 - $2.4M, SPDR Gold Shares - $2.26M, Dimensional International Core Equity Market ETF - $1.79M, and Opus Small Cap Value ETF - $1.04M. 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 - $46,149.49. 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 $9.04M earned over time. The largest contributors to dividend income include Aptus Defined Risk ETF - $3.58M, Dimensional International Core Equity Market ETF - $1.41M, Aptus Collared Investment Opportunity ETF - $1.22M, Opus Small Cap Value ETF - $908,598.92, and Invesco S&P 500 Equal Weight ETF - $650,482.29. 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.
