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HFO US - New Portfolio

Performance Portfolio Details

gmazzeo@holdunfamilyoffice.com

HFO US

Individual Investor

Ranked #18,930 out of 770,014 TipRanks' Investors

Success Rate

93 out of 134
profitable transactions

Average Return

60.67%

Average return
per transaction

Share this portfolio:

Allocation

Top Stocks

4.42% NVDA

4.37% LLY

3.66% GBTC

3.12% TSLA

3.04% AVGO

81.39% Others

By Assets

78.68% Stocks

14.69% ETFs

6.63% Cash

0.00% Funds

0.00% Cryptocurrency

By Sector

26.47% Technology

15.73% General

13.80% Financial

10.29% Communication Services

9.49% Healthcare

24.20% Other

Portfolio Holdings

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To view investors' portfolios

STZ

Constellation Brands

$233.64

$8.03

(3.32%)

After

0.02%

premium

13 Buy

6 Hold

0 Sell

Moderate Buy

premium

$43.88B

0.54%

CRWD

CrowdStrike Holdings

$364.30

$0.62

(0.17%)

After

3.67%

premium

34 Buy

6 Hold

0 Sell

Strong Buy

premium

$89.15B

72.64%

HEDJ < ETF >

WisdomTree Europe Hedged Equity Fund

$43.05

$0.25

(0.58%)

premium

552 Buy

290 Hold

65 Sell

Moderate Buy

premium

$1.46B

5.95%

Altria Group

$57.59

$0.84

(1.48%)

After

0.09%

premium

3 Buy

2 Hold

2 Sell

Hold

premium

$96.18B

36.84%

CAT

Caterpillar

$407.84

$2.19

(0.54%)

After

>0.01%

premium

5 Buy

5 Hold

4 Sell

Hold

premium

$195.85B

63.99%

NVDA

Nvidia

$136.86

$0.84

(0.62%)

After

0.23%

premium

40 Buy

4 Hold

0 Sell

Strong Buy

premium

$3.33T

184.70%

BIIB

Biogen

$157.69

$1.02

(0.64%)

After

premium

14 Buy

11 Hold

0 Sell

Moderate Buy

premium

$23.13B

-31.57%

PFE

Pfizer

$25.76

$0.41

(1.57%)

After

0.04%

premium

7 Buy

11 Hold

1 Sell

Moderate Buy

premium

$148.31B

-14.20%

AT&T

$23.08

$0.02

(0.09%)

After

0.09%

premium

9 Buy

4 Hold

0 Sell

Moderate Buy

premium

$165.75B

42.50%

IDNA < ETF >

iShares Genomics Immunology and Healthcare ETF Genomics Immunology and Healthcare Fund

$24.28

$0.156

(0.65%)

After

0.7%

premium

336 Buy

126 Hold

22 Sell

Moderate Buy

premium

$132.99M

19.54%

VDC < ETF >

Vanguard Consumer Staples ETF

$222.48

$1.1

(0.5%)

premium

424 Buy

411 Hold

56 Sell

Moderate Buy

premium

$7.17B

18.57%

GBTC

Grayscale Bitcoin

$72.17

$3.25

(4.31%)

After

0.17%

premium

―

premium

―

141.65%

SIXG < ETF >

Defiance Connective Technologies ETF

$46.34

$0.064

(0.14%)

premium

375 Buy

202 Hold

15 Sell

Moderate Buy

premium

$574.92M

40.21%

Coca-Cola

$64.56

$0.18

(0.28%)

After

0.09%

premium

11 Buy

4 Hold

0 Sell

Moderate Buy

premium

$277.34B

9.92%

GOOGL

Alphabet Class A

$169.12

$1.47

(0.88%)

After

0.05%

premium

27 Buy

7 Hold

0 Sell

Strong Buy

premium

$2.06T

22.65%

PASG

Passage Bio

$0.75

$0.13

(20.93%)

premium

3 Buy

0 Hold

0 Sell

Strong Buy

premium

$38.36M

0.16%

PANW

Palo Alto Networks

$396.40

$10.02

(2.59%)

After

0.17%

premium

31 Buy

4 Hold

1 Sell

Strong Buy

premium

$126.77B

44.08%

EEM < ETF >

iShares MSCI Emerging Markets ETF

$43.13

$0.18

(0.42%)

After

0.02%

premium

―

premium

$17.66B

9.90%

META

Meta Platforms

$573.54

$8.43

(1.49%)

After

>0.01%

premium

40 Buy

3 Hold

1 Sell

Strong Buy

premium

$1.43T

67.08%

CRM

Salesforce

$343.18

$4.07

(1.2%)

After

0.63%

premium

34 Buy

8 Hold

1 Sell

Strong Buy

premium

$324.19B

51.13%

XLY < ETF >

Consumer Discretionary Select Sector SPDR Fund

$221.15

$0.82

(0.37%)

After

premium

534 Buy

318 Hold

43 Sell

Moderate Buy

premium

$22.50B

29.43%

NAPA

Duckhorn Portfolio

$10.98

(0%)

After

premium

0 Buy

4 Hold

0 Sell

Hold

premium

$1.62B

4.47%

Micron

$101.80

$2.68

(2.57%)

After

premium

23 Buy

1 Hold

1 Sell

Strong Buy

premium

$115.84B

35.92%

AVGO

Broadcom

$164.74

$0.08

(0.05%)

After

0.07%

premium

22 Buy

3 Hold

0 Sell

Strong Buy

premium

$769.80B

68.38%

BABA

Alibaba

$85.18

$0.4

(0.47%)

After

0.01%

premium

15 Buy

1 Hold

0 Sell

Strong Buy

premium

$201.31B

9.03%

SPCE

Virgin Galactic Holdings

$7.01

$0.49

(6.53%)

After

0.14%

premium

2 Buy

2 Hold

1 Sell

Hold

premium

$216.57M

-82.14%

TAP

Molson Coors

$61.40

$0.73

(1.2%)

After

0.02%

premium

3 Buy

9 Hold

1 Sell

Hold

premium

$12.50B

1.13%

WFC

Wells Fargo

$77.34

$0.44

(0.57%)

After

0.06%

premium

11 Buy

9 Hold

0 Sell

Moderate Buy

premium

$256.04B

79.17%

LAZ

Lazard

$58.13

$1.53

(2.56%)

After

0.05%

premium

3 Buy

2 Hold

1 Sell

Moderate Buy

premium

$5.40B

116.39%

KEY

KeyCorp

$19.66

$0.15

(0.76%)

After

0.46%

premium

8 Buy

5 Hold

0 Sell

Moderate Buy

premium

$19.64B

64.53%

NFLX

Netflix

$872.60

$7.01

(0.81%)

After

0.23%

premium

24 Buy

10 Hold

2 Sell

Moderate Buy

premium

$370.00B

80.50%

FDN < ETF >

First Trust Dow Jones Internet Index Fund

$243.66

$1.73

(0.72%)

premium

543 Buy

298 Hold

27 Sell

Moderate Buy

premium

$7.25B

42.97%

FINX < ETF >

Global X Funds - Global X FinTech ETF

$33.58

$0.32

(0.94%)

premium

357 Buy

175 Hold

27 Sell

Moderate Buy

premium

$341.93M

54.04%

Citigroup

$69.74

$1.01

(1.43%)

After

0.01%

premium

10 Buy

7 Hold

0 Sell

Moderate Buy

premium

$133.81B

56.42%

BRK.B

Berkshire Hathaway B

$478.41

$0.98

(0.21%)

After

0.06%

premium

1 Buy

1 Hold

0 Sell

Moderate Buy

premium

$1.03T

31.64%

NKE

Nike

$77.61

$1.65

(2.08%)

After

premium

16 Buy

13 Hold

0 Sell

Moderate Buy

premium

$117.99B

-26.36%

LLY

Eli Lilly & Co

$789.91

$34.91

(4.62%)

After

0.08%

premium

17 Buy

1 Hold

0 Sell

Strong Buy

premium

$716.73B

25.60%

BETZ < ETF >

Roundhill Sports Betting & iGaming ETF

$20.38

$0.03

(0.15%)

premium

162 Buy

48 Hold

5 Sell

Moderate Buy

premium

$79.38M

23.92%

PEJ < ETF >

Invesco Dynamic Leisure & Entertainment ETF

$54.06

$0.07

(0.13%)

After

0.04%

premium

197 Buy

148 Hold

7 Sell

Moderate Buy

premium

$262.25M

36.32%

IBM

International Business Machines

$228.84

$2.71

(1.2%)

After

0.06%

premium

5 Buy

7 Hold

1 Sell

Moderate Buy

premium

$209.09B

43.68%

CVS

CVS Health

$59.02

$1.06

(1.76%)

After

0.02%

premium

12 Buy

4 Hold

0 Sell

Strong Buy

premium

$75.61B

-13.45%

AAPL

Apple

$235.06

$2.19

(0.94%)

After

0.03%

premium

24 Buy

8 Hold

2 Sell

Moderate Buy

premium

$3.52T

22.58%

CHRS

Coherus Biosciences

$1.28

$0.07

(5.79%)

After

premium

6 Buy

0 Hold

0 Sell

Strong Buy

premium

$139.41M

-41.26%

AMZN

Amazon

$207.87

$6.42

(3.19%)

After

0.12%

premium

44 Buy

1 Hold

0 Sell

Strong Buy

premium

$2.12T

37.28%

Procter & Gamble

$179.32

$1.93

(1.09%)

After

>0.01%

premium

13 Buy

5 Hold

0 Sell

Moderate Buy

premium

$417.76B

17.18%

TSLA

Tesla

$338.23

$0.36

(0.11%)

After

0.21%

premium

11 Buy

14 Hold

9 Sell

Hold

premium

$1.09T

43.80%

VPU < ETF >

Vanguard Utilities ETF

$178.92

$2.39

(1.35%)

After

premium

245 Buy

201 Hold

30 Sell

Moderate Buy

premium

$6.84B

30.28%

BMY

Bristol-Myers Squibb

$58.72

$0.06

(0.1%)

After

0.14%

premium

6 Buy

9 Hold

2 Sell

Hold

premium

$119.22B

18.13%

Kellanova

$81.14

$0.03

(0.04%)

After

0.01%

premium

0 Buy

7 Hold

0 Sell

Hold

premium

$27.96B

51.69%

MSFT

Microsoft

$427.99

$9.2

(2.2%)

After

0.23%

premium

26 Buy

3 Hold

0 Sell

Strong Buy

premium

$3.11T

10.96%

PARA

Paramount Global Class B

$10.64

$0.48

(4.32%)

After

premium

2 Buy

7 Hold

4 Sell

Hold

premium

$7.88B

-21.75%

Verizon

$44.37

$0.39

(0.89%)

After

premium

8 Buy

9 Hold

0 Sell

Moderate Buy

premium

$185.14B

17.56%

MET

Metlife

$87.76

$0.42

(0.48%)

After

premium

9 Buy

0 Hold

0 Sell

Strong Buy

premium

$60.48B

37.44%

General Dynamics

$282.02

$0.67

(0.24%)

After

premium

9 Buy

5 Hold

0 Sell

Moderate Buy

premium

$77.36B

13.53%

CSX

$36.69

$0.07

(0.19%)

After

premium

12 Buy

7 Hold

0 Sell

Moderate Buy

premium

$70.62B

12.19%

IFF

International Flavors & Fragrances

$90.92

$0.03

(0.03%)

After

0.01%

premium

11 Buy

3 Hold

0 Sell

Strong Buy

premium

$23.24B

21.62%

The Estée Lauder Companies

$73.12

$0.15

(0.21%)

After

0.08%

premium

4 Buy

20 Hold

1 Sell

Hold

premium

$26.19B

-41.11%

KLG

WK Kellogg Co

$21.00

$0.85

(4.22%)

After

premium

0 Buy

3 Hold

2 Sell

Moderate Sell

premium

$1.74B

65.84%

CSCO

Cisco Systems

$59.59

$0.85

(1.45%)

After

0.13%

premium

7 Buy

7 Hold

0 Sell

Moderate Buy

premium

$233.95B

21.46%

KOMP < ETF >

SPDR S&P Kensho New Economies Composite ETF

$53.77

$0.48

(0.88%)

premium

3K Buy

2K Hold

214 Sell

Moderate Buy

premium

$2.14B

29.30%

Chubb

$288.45

$2.03

(0.71%)

After

0.01%

premium

7 Buy

6 Hold

1 Sell

Moderate Buy

premium

$115.46B

26.15%

GTLS

Chart Industries

$190.63

$0.898

(0.47%)

After

0.01%

premium

11 Buy

3 Hold

0 Sell

Strong Buy

premium

$8.12B

41.86%

O-I Glass

$12.60

$0.37

(2.85%)

After

premium

5 Buy

3 Hold

1 Sell

Moderate Buy

premium

$2.01B

-12.84%

NVO

Novo Nordisk

$106.13

$1.57

(1.5%)

After

0.16%

premium

4 Buy

2 Hold

0 Sell

Moderate Buy

premium

$463.25B

-0.84%

VKTX

Viking Therapeutics

$53.42

$1.43

(2.75%)

After

0.02%

premium

12 Buy

0 Hold

0 Sell

Strong Buy

premium

$5.79B

323.37%

Regions Financial

$27.31

$0.16

(0.58%)

After

premium

10 Buy

5 Hold

1 Sell

Moderate Buy

premium

$24.97B

71.15%