Sean O'Reilly Portfolio
Invests via Ffg Retirement Advisors LLC | Managed by Sean O'Reilly
Invests via Ffg Retirement Advisors LLC
Managed by Sean O'Reilly
Automatically Tracked
Sean O'Reilly Profile
With a robust background in finance and technology, Sean O'Reilly has established himself as a pivotal figure in the growth of innovative business ventures. His extensive experience encompasses leadership roles that bridge operational excellence and investment acumen, particularly within startup ecosystems. Notably recognized for spearheading transformative initiatives, he is skilled at identifying market opportunities and driving organizational success. In addition to his entrepreneurial pursuits, he actively contributes to advancing digital solutions that enhance industry competitiveness. This blend of technical expertise and strategic vision makes him an influential player in shaping future market dynamics.
With a robust background in finance and technology, Sean O'Reilly has established himself as a pivotal figure in the growth of innovative business ventures. His extensive experience encompasses leadership roles that bridge operational excellence and investment acumen, particularly within startup ecosystems. Notably recognized for spearheading transformative initiatives, he is skilled at identifying market opportunities and driving organizational success. In addition to his entrepreneurial pursuits, he actively contributes to advancing digital solutions that enhance industry competitiveness. This blend of technical expertise and strategic vision makes him an influential player in shaping future market dynamics.
Investment Philosophy & Strategy
Market trends today increasingly demand adaptive strategies that emphasize innovation and efficiency. Sean O'Reilly leverages his strong entrepreneurial foundation to invest in disruptive startups, focusing on scalable solutions with high growth potential. His hands-on leadership approach not only nurtures emerging businesses but also aligns operational capabilities with evolving market needs. By fostering environments conducive to creative problem-solving, he seeks out opportunities that promise sustainable competitive advantages. This dynamic blend of investment insight and business acumen positions him uniquely at the forefront of technological evolution.
Market trends today increasingly demand adaptive strategies that emphasize innovation and efficiency. Sean O'Reilly leverages his strong entrepreneurial foundation to invest in disruptive startups, focusing on scalable solutions with high growth potential. His hands-on leadership approach not only nurtures emerging businesses but also aligns operational capabilities with evolving market needs. By fostering environments conducive to creative problem-solving, he seeks out opportunities that promise sustainable competitive advantages. This dynamic blend of investment insight and business acumen positions him uniquely at the forefront of technological evolution.
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:
39.58%
Gain +0.2%
Monthly
0.77%
Yearly
9.66%
Drawdown
11.26%
$184.16M
Equity
Holdings
$184.16M
Investment
$160.85M
$44.94M
Profit +$320,491.66
Realized
$21.62M
Unrealized
$23.32M
Dividends
$14.95M
Goals
Avg. 43.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.2%
Profit
$320,491.66
Win %
62%
This Week
Compared To Last Week
Gain
-0.59%
Profit
-$1.08M
Win %
62%
This Month
Compared to last month
Gain
0.22%
Profit
$411,087.19
Win %
62%
This Year
Compared to last year
Gain
-2.51%
Profit
-$4.75M
Win %
70%
DHS WisdomTree U.S. High Dividend Fund
+1.23%
+$62,925.74 
SHLD Global X Defense Tech ETF
+1.22%
+$23,921.37 
FEOE First Eagle Overseas Equity ETF
+1.15%
+$61,188.75 
DES WisdomTree U.S. SmallCap Dividend Fund
+1.02%
+$20,662.59 
XTEN BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF
+0.97%
+$64,837.94 
EFV iShares MSCI EAFE Value ETF
+0.75%
+$21,584.16 
IVE ISHARES S&P 500 VALUE ETF
+0.68%
+$44,762.98 
JHMM John Hancock Multifactor Mid Cap ETF
+0.65%
+$20,127.28 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
+0.65%
+$45,199.36 
JHMB John Hancock Mortgage-Backed Securities ETF
+0.62%
+$41,571.57 
SIO Touchstone Strategic Income ETF
+0.61%
+$31,321.65 
DTD WisdomTree U.S. Total Dividend Fund
+0.6%
+$34,070.04 
VYM Vanguard High Dividend Yield ETF
+0.58%
+$39,413.32 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
+0.57%
+$1,212.63 
SCHZ Schwab U.S. Aggregate Bond ETF
+0.56%
+$43,342.25 
SYSB iShares Systematic Bond ETF
+0.52%
+$16,589.76 
IUSB iShares Core Universal USD Bond ETF
+0.51%
+$31,214.7 
JHPI John Hancock Preferred Income ETF
+0.51%
+$25,720.97 
GOVT iShares U.S. Treasury Bond ETF
+0.5%
+$46,639.01 
JHMD John Hancock Multifactor Developed International ETF
+0.36%
+$19,083.52 
QUAL iShares MSCI USA Quality Factor ETF
+0.33%
+$10,697.19 
IAGG iShares International Aggregate Bond Fund
+0.17%
+$8,349.38 
DEM WisdomTree Emerging Markets High Dividend Fund
+0.12%
+$2,747.42 
BINC iShares Flexible Income Active ETF
+0.11%
+$5,825.27 
BGDV Bahl & Gaynor Dividend ETF
+0.1%
+$2,381.31 
ACWX ISHARES MSCI ACWI EX U.S. ETF
+0.06%
+$2,179.3 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.03%
+$3,451.02 
TUSI Touchstone Ultra Short Income Fund
+0.02%
+$964.2 
GHM Graham Corporation
-5.08%
-$141,740 
BAI iShares A.I. Innovation and Tech Active ETF
-3.04%
-$99,114.31 
SPMO Invesco S&P 500 Momentum ETF
-1.27%
-$42,782.87 
AVEM Avantis Emerging Markets Equity ETF
-1.03%
-$25,143.98 
AMLP Alerian MLP ETF
-0.63%
-$19,836.23 
DGS WisdomTree Emerging Markets SmallCap Dividend Fund
-0.57%
-$12,961.55 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.5%
-$32,482.96 
ICVT iShares Convertible Bond ETF
-0.49%
-$6,522.88 
DYNF iShares U.S. Equity Factor Rotation Active ETF
-0.31%
-$20,946.81 
XLG Invesco S&P 500 Top 50 ETF
-0.3%
-$725.79 
THRO iShares U.S. Thematic Rotation Active ETF
-0.28%
-$9,100.87 
VPU Vanguard Utilities ETF
-0.27%
-$8,171.95 
BLCR iShares Large Cap Core ACT ETF
-0.2%
-$4,138.1 
CORO Ishares International Country Rotational Active ETF
-0.12%
-$4,918.91 
AAPL Apple Inc.
-0.01%
-$14.33 Events
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Dividends
Dividend Analysis
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| Trades 611 | Longs Won 449/611 73% | Profit Factor 8.41 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $249,870.66 |
| Average Win $113,590.56 | Best Trade (Oct 14) $2.35M | Sharpe Ratio -9.11 |
| Average Loss -$37,420.25 | Worst Trade (Oct 14) -$469,063.49 | Z-Score -2.56 (100%) |
| Commissions $0 | Avg. Trade Length 1y 4m | Expectancy $73,551.69 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 4,926 | 4,433 | 3,941 | 3,448 | 2,956 | 2,463 | 1,970 | 1,478 | 985 | 493 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 717 | $207,445 | $245,887.98 | - | $38,442.98 | 18.53% | -0.006% |
| ACWX ISHARES MSCI ACWI EX U.S. ETF | 48,429 | $3.69M | $3.6M | - | -$84,024.13 | -2.28% | +0.061% |
| AMLP Alerian MLP ETF | 60,128 | $3.15M | $3.13M | - | -$20,498.59 | -0.65% | -0.63% |
| AVEM Avantis Emerging Markets Equity ETF | 26,749 | $2.12M | $2.41M | - | $291,137.71 | 13.74% | -1.033% |
| BAI iShares A.I. Innovation and Tech Active ETF | 73,966 | $2.43M | $3.16M | - | $724,457.79 | 29.79% | -3.045% |
| BGDV Bahl & Gaynor Dividend ETF | 79,377 | $2.14M | $2.45M | - | $315,999.88 | 14.8% | +0.097% |
| BINC iShares Flexible Income Active ETF | 105,914 | $5.54M | $5.37M | - | -$172,219.69 | -3.11% | +0.109% |
| BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L) | 2,922 | $226,547.02 | $214,723.17 | - | -$11,823.85 | -5.22% | +0.568% |
| BLCR iShares Large Cap Core ACT ETF | 41,381 | $2.08M | $2.04M | - | -$45,932.94 | -2.2% | -0.203% |
| CORO Ishares International Country Rotational Active ETF | 119,391 | $4.37M | $4.24M | - | -$125,504.23 | -2.87% | -0.116% |
| DEM WisdomTree Emerging Markets High Dividend Fund | 42,268 | $1.57M | $2.33M | - | $755,914.89 | 48.1% | +0.118% |
| DES WisdomTree U.S. SmallCap Dividend Fund | 52,981 | $1.74M | $2.04M | - | $293,863.75 | 16.87% | +1.025% |
| DGRW WisdomTree U.S. Quality Dividend Growth Fund | 70,624 | $4.57M | $7.03M | - | $2.47M | 53.99% | +0.647% |
| DGS WisdomTree Emerging Markets SmallCap Dividend Fund | 35,756 | $1.63M | $2.25M | - | $617,510.29 | 37.87% | -0.573% |
| DHS WisdomTree U.S. High Dividend Fund | 44,787 | $3.9M | $5.19M | - | $1.29M | 33% | +1.228% |
| DTD WisdomTree U.S. Total Dividend Fund | 59,772 | $4.01M | $5.73M | - | $1.72M | 42.88% | +0.598% |
| DYNF iShares U.S. Equity Factor Rotation Active ETF | 97,427 | $4.62M | $6.74M | - | $2.12M | 45.84% | -0.31% |
| EFV iShares MSCI EAFE Value ETF | 36,896 | $2.2M | $2.92M | - | $717,494.82 | 32.63% | +0.746% |
| FEOE First Eagle Overseas Equity ETF | 97,902 | $4.77M | $5.4M | - | $628,440.25 | 13.17% | +1.146% |
| GHM Graham Corporation | 38,000 | $365,559.94 | $2.65M | - | $2.28M | 623.8% | -5.085% |
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FAQ
Which stocks have generated the highest profits for Sean O'Reilly?
The largest contributions to the portfolio's profits come from the following stocks: State Street SPDR Portfolio S&P 500 ETF - $5.74M, iShares MSCI EAFE Value ETF - $2.38M, WisdomTree Dynamic Currency Hedged International Equity Fund - $2.17M, iShares ESG Aware MSCI USA ETF - $1.98M, and Graham Corporation - $1.67M. 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: Peakstone Realty Trust - $373,413.38, Invesco KBW Bank ETF - $247,856.87, Goldman Sachs Access Investment Grade Corporate Bond ETF - $85,571.72, iShares GNMA Bond ETF - $71,091.29, and Loop Media Inc - $58,646.29. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Sean O'Reilly's portfolio generate?
The portfolio generates substantial dividend income, with a total of $14.95M earned over time. The largest contributors to dividend income include iShares Core Universal USD Bond ETF - $1.33M, Schwab U.S. Aggregate Bond ETF - $1.15M, iShares Flexible Income Active ETF - $664,033.17, iShares MSCI EAFE Value ETF - $654,126.8, and John Hancock Mortgage-Backed Securities ETF - $588,156.49. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Sean O'Reilly's monthly returns?
Sean O'Reilly's monthly returns look fairly stable overall, although some fluctuations are still visible. The performance pattern suggests a strategy that remains reasonably controlled from month to month, even if it is not completely smooth. This may appeal to users looking for a balance between steadier results and meaningful upside potential.
Can Sean O'Reilly's strategy be considered aggressive or moderate?
Sean O'Reilly'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 Sean O'Reilly's strategy?
Sean O'Reilly'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.
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