Education

Personal Finance How To Use TipRanks TipRanks Labs Webinar Center Glossary FAQs

About Us

About TipRanks Contact Us Careers Reviews Mobile APP

Working with TipRanks

Enterprise Solutions Advertise with Us Top Online Brokers Become an Affiliate TipRanks News Wire Arrived EquityMultiple

TOOLS

Top Smart Score Stocks

Research Tools

Most Visited Websites

Daily Feeds

Daily Analyst Ratings

Daily Insider Trading Tracker

Calendars

Economic Indicators

Economic Indicators Center

Inflation Rate

Unemployment Rate

Federal Funds Rate

Class Actions

Calculators

Dividend Calculator

Dividend Yield Calculator

Options Profit Calculator

Dollar Cost Averaging

Technical Analysis Screener

Dividend Center

Best Dividend Stocks

Popular

Best High Yield Dividend Stocks

Dividend Aristocrats

Dividend Stock Comparison

New

Dividend Calculator

Dividend Returns Comparison

Dividend Calendar

Top Analysts

Top Financial Bloggers

Top-Performing Corporate Insiders

Top Hedge Fund Managers

Top Research Firms

Top Individual Investors

News

Portfolio

Personal Finance Center

Mortgages

Loans

Investing & Retirement

Spending & Savings

Calculators

Compound Interest Calculator

Student Loan Calculator

401k Retirement Calculator

Education

About Us

Working with TipRanks

HFO US - New Portfolio

Performance Portfolio Details

gmazzeo@holdunfamilyoffice.com

HFO US

Individual Investor

Ranked #19,216 out of 788,370 TipRanks' Investors

Success Rate

92 out of 136
profitable transactions

Average Return

62.41%

Average return
per transaction

Share this portfolio:

Allocation

Top Stocks

4.81% LLY

4.31% NVDA

3.78% GBTC

3.13% META

3.10% TSLA

80.87% Others

By Assets

79.07% Stocks

15.06% ETFs

5.87% Cash

0.00% Funds

0.00% Cryptocurrency

By Sector

26.69% Technology

16.00% General

12.99% Financial

11.42% Communication Services

9.41% Healthcare

23.48% Other

Portfolio Holdings

zvk7v0

premium

zvk7v0

premium

zvk7v0

tk49wfgq82

premium

tk49wfgq82

premium

tk49wfgq82

3199ltcahnh

premium

3199ltcahnh

premium

3199ltcahnh

a2n7sn8e9wb

premium

a2n7sn8e9wb

premium

a2n7sn8e9wb

4l1w2iheq

premium

4l1w2iheq

premium

4l1w2iheq

x9ylvwnuoxi

premium

x9ylvwnuoxi

premium

x9ylvwnuoxi

2271crqacus

premium

2271crqacus

premium

2271crqacus

3x1ziln524w

premium

3x1ziln524w

premium

3x1ziln524w

l251k6kdpas

premium

l251k6kdpas

premium

l251k6kdpas

ynkqzdn3qm

premium

ynkqzdn3qm

premium

ynkqzdn3qm

To view investors' portfolios

STZ

Constellation Brands

$175.97

$3.64

(2.11%)

premium

13 Buy

9 Hold

0 Sell

Moderate Buy

premium

$31.14B

-28.38%

CRWD

CrowdStrike Holdings

$406.68

$29.46

(6.75%)

premium

28 Buy

5 Hold

0 Sell

Strong Buy

premium

$107.43B

49.18%

HEDJ < ETF >

WisdomTree Europe Hedged Equity Fund

$48.94

$0.12

(0.24%)

premium

513 Buy

282 Hold

61 Sell

Moderate Buy

premium

$1.63B

6.01%

Altria Group

$55.05

$0.72

(1.33%)

premium

3 Buy

3 Hold

1 Sell

Moderate Buy

premium

$92.08B

34.60%

CAT

Caterpillar

$340.04

$9.11

(2.61%)

premium

5 Buy

5 Hold

2 Sell

Hold

premium

$166.87B

8.40%

NVDA

Nvidia

$134.43

$5.68

(4.05%)

premium

30 Buy

2 Hold

0 Sell

Strong Buy

premium

$3.43T

71.17%

BIIB

Biogen

$140.64

$3.56

(2.6%)

premium

12 Buy

13 Hold

0 Sell

Moderate Buy

premium

$20.07B

-36.79%

PFE

Pfizer

$26.30

$0.4

(1.54%)

premium

7 Buy

10 Hold

0 Sell

Moderate Buy

premium

$146.78B

-4.54%

AT&T

$26.62

$0.47

(1.8%)

premium

20 Buy

4 Hold

0 Sell

Strong Buy

premium

$187.71B

60.46%

IDNA < ETF >

iShares Genomics Immunology and Healthcare ETF Genomics Immunology and Healthcare Fund

$23.11

(0%)

premium

283 Buy

104 Hold

16 Sell

Moderate Buy

premium

$124.51M

-3.24%

VDC < ETF >

Vanguard Consumer Staples ETF

$222.39

$1.63

(0.74%)

premium

408 Buy

419 Hold

43 Sell

Moderate Buy

premium

$7.39B

11.81%

GBTC

Grayscale Bitcoin

$75.06

$2.95

(3.78%)

premium

―

premium

―

61.63%

SIXG < ETF >

Defiance Connective Technologies ETF

$49.03

$1.64

(3.24%)

premium

385 Buy

193 Hold

22 Sell

Moderate Buy

premium

$643.73M

29.74%

Coca-Cola

$71.35

$1.31

(1.87%)

premium

17 Buy

1 Hold

0 Sell

Strong Buy

premium

$301.72B

16.68%

GOOGL

Alphabet Class A

$179.66

$4.9

(2.65%)

premium

27 Buy

10 Hold

0 Sell

Moderate Buy

premium

$2.26T

24.69%

PASG

Passage Bio

$0.52

$0.025

(4.58%)

premium

1 Buy

0 Hold

0 Sell

Moderate Buy

premium

$33.97M

-55.65%

PANW

Palo Alto Networks

$191.03

$7.78

(3.91%)

premium

27 Buy

6 Hold

1 Sell

Strong Buy

premium

$131.63B

42.66%

EEM < ETF >

iShares MSCI Emerging Markets ETF

$44.90

$0.13

(0.29%)

premium

―

premium

$16.51B

10.86%

META

Meta Platforms

$683.55

$11.29

(1.62%)

premium

44 Buy

3 Hold

1 Sell

Strong Buy

premium

$1.76T

40.61%

CRM

Salesforce

$309.80

$8.63

(2.71%)

premium

32 Buy

7 Hold

2 Sell

Moderate Buy

premium

$304.74B

5.50%

XLY < ETF >

Consumer Discretionary Select Sector SPDR Fund

$218.39

$5.9

(2.63%)

premium

515 Buy

298 Hold

42 Sell

Moderate Buy

premium

$23.43B

23.16%

Micron

$98.84

$4.34

(4.21%)

premium

21 Buy

2 Hold

0 Sell

Strong Buy

premium

$114.96B

20.10%

AVGO

Broadcom

$218.66

$8.08

(3.56%)

premium

24 Buy

3 Hold

0 Sell

Strong Buy

premium

$1.06T

67.57%

BABA

Alibaba

$143.75

$7.78

(5.72%)

premium

10 Buy

2 Hold

0 Sell

Strong Buy

premium

$295.76B

88.85%

SPCE

Virgin Galactic Holdings

$4.24

$0.19

(4.29%)

premium

0 Buy

0 Hold

1 Sell

Moderate Sell

premium

$127.92M

-87.30%

TAP

Molson Coors

$60.33

$0.07

(0.12%)

premium

6 Buy

10 Hold

1 Sell

Moderate Buy

premium

$12.24B

-3.72%

WFC

Wells Fargo

$77.50

$1.13

(1.44%)

premium

11 Buy

8 Hold

0 Sell

Moderate Buy

premium

$258.61B

45.21%

LAZ

Lazard

$49.54

$2.48

(4.77%)

premium

2 Buy

4 Hold

1 Sell

Hold

premium

$4.71B

30.64%

KEY

KeyCorp

$16.93

$0.65

(3.7%)

premium

9 Buy

5 Hold

0 Sell

Moderate Buy

premium

$19.46B

17.98%

NFLX

Netflix

$1003.15

$21.39

(2.09%)

premium

28 Buy

11 Hold

1 Sell

Moderate Buy

premium

$438.25B

70.47%

FDN < ETF >

First Trust Dow Jones Internet Index Fund

$251.57

$7.26

(2.8%)

premium

572 Buy

267 Hold

28 Sell

Moderate Buy

premium

$7.42B

29.43%

FINX < ETF >

Global X Funds - Global X FinTech ETF

$31.27

$1.41

(4.31%)

premium

331 Buy

176 Hold

26 Sell

Moderate Buy

premium

$329.54M

23.21%

Citigroup

$79.65

$1.69

(2.08%)

premium

13 Buy

4 Hold

0 Sell

Strong Buy

premium

$152.68B

42.49%

BRK.B

Berkshire Hathaway B

$478.74

$3.06

(0.64%)

premium

1 Buy

0 Hold

0 Sell

Moderate Buy

premium

$1.04T

15.31%

NKE

Nike

$76.50

$0.73

(0.95%)

premium

14 Buy

14 Hold

0 Sell

Moderate Buy

premium

$114.23B

-26.50%

LLY

Eli Lilly & Co

$873.68

$0.56

(0.06%)

premium

16 Buy

1 Hold

0 Sell

Strong Buy

premium

$827.87B

13.52%

BETZ < ETF >

Roundhill Sports Betting & iGaming ETF

$20.57

$0.866

(4.04%)

premium

162 Buy

40 Hold

4 Sell

Moderate Buy

premium

$79.14M

16.76%

PEJ < ETF >

Invesco Dynamic Leisure & Entertainment ETF

$54.99

$1.7

(3%)

premium

222 Buy

124 Hold

12 Sell

Moderate Buy

premium

$297.16M

30.02%

IBM

International Business Machines

$261.48

$3.26

(1.23%)

premium

7 Buy

6 Hold

1 Sell

Moderate Buy

premium

$244.79B

41.95%

CVS

CVS Health

$63.48

$1.61

(2.47%)

premium

17 Buy

3 Hold

0 Sell

Strong Buy

premium

$82.07B

-17.66%

AAPL

Apple

$245.55

$0.28

(0.11%)

premium

18 Buy

11 Hold

4 Sell

Moderate Buy

premium

$3.69T

33.18%

CHRS

Coherus Biosciences

$1.07

$0.03

(2.73%)

premium

6 Buy

0 Hold

0 Sell

Strong Buy

premium

$127.48M

-56.68%

AMZN

Amazon

$216.58

$6.3

(2.83%)

premium

47 Buy

1 Hold

0 Sell

Strong Buy

premium

$2.36T

24.06%

Procter & Gamble

$170.23

$3.02

(1.81%)

premium

12 Buy

8 Hold

0 Sell

Moderate Buy

premium

$392.08B

6.02%

TSLA

Tesla

$337.80

$16.6

(4.68%)

premium

13 Buy

12 Hold

10 Sell

Hold

premium

$1.14T

71.11%

VPU < ETF >

Vanguard Utilities ETF

$173.28

$0.05

(0.03%)

premium

244 Buy

221 Hold

27 Sell

Moderate Buy

premium

$6.84B

30.23%

BMY

Bristol-Myers Squibb

$55.83

$0.04

(0.07%)

premium

5 Buy

9 Hold

1 Sell

Moderate Buy

premium

$113.22B

8.69%

Kellanova

$82.66

$0.21

(0.25%)

premium

1 Buy

6 Hold

0 Sell

Hold

premium

$28.42B

45.07%

MSFT

Microsoft

$408.21

$7.92

(1.9%)

premium

29 Buy

3 Hold

0 Sell

Strong Buy

premium

$3.09T

-0.83%

PARA

Paramount Global Class B

$11.49

$0.02

(0.17%)

premium

2 Buy

1 Hold

3 Sell

Hold

premium

$8.11B

-1.88%

Verizon

$42.76

$0.27

(0.64%)

premium

6 Buy

10 Hold

0 Sell

Moderate Buy

premium

$178.87B

4.98%

MET

Metlife

$81.01

$1.73

(2.09%)

premium

9 Buy

1 Hold

0 Sell

Strong Buy

premium

$57.02B

17.64%

General Dynamics

$243.06

$3.14

(1.28%)

premium

7 Buy

11 Hold

1 Sell

Moderate Buy

premium

$66.56B

-9.59%

CSX

$32.30

$0.16

(0.49%)

premium

14 Buy

7 Hold

0 Sell

Moderate Buy

premium

$62.60B

-14.75%

IFF

International Flavors & Fragrances

$79.89

$0.25

(0.31%)

premium

9 Buy

3 Hold

1 Sell

Moderate Buy

premium

$20.49B

0.54%

The Estée Lauder Companies

$71.80

$0.46

(0.64%)

premium

5 Buy

16 Hold

1 Sell

Hold

premium

$25.66B

-51.70%

KLG

WK Kellogg Co

$19.97

$0.17

(0.86%)

premium

0 Buy

3 Hold

3 Sell

Moderate Sell

premium

$1.71B

36.78%

CSCO

Cisco Systems

$63.98

$0.69

(1.07%)

premium

10 Buy

7 Hold

0 Sell

Moderate Buy

premium

$257.28B

31.73%

KOMP < ETF >

SPDR S&P Kensho New Economies Composite ETF

$51.95

$1.58

(2.95%)

premium

3K Buy

2K Hold

184 Sell

Moderate Buy

premium

$2.24B

13.73%

Chubb

$267.25

$0.24

(0.09%)

premium

7 Buy

7 Hold

1 Sell

Moderate Buy

premium

$107.82B

4.62%

GTLS

Chart Industries

$181.87

$9.43

(4.93%)

premium

8 Buy

2 Hold

0 Sell

Strong Buy

premium

$8.19B

44.34%

O-I Glass

$11.29

$0.47

(4%)

premium

4 Buy

3 Hold

0 Sell

Moderate Buy

premium

$1.81B

-34.02%

NVO

Novo Nordisk

$88.08

$4.34

(5.18%)

premium

4 Buy

3 Hold

1 Sell

Moderate Buy

premium

$370.65B

-32.75%

VKTX

Viking Therapeutics

$34.07

$2.44

(7.71%)

premium

14 Buy

1 Hold

0 Sell

Strong Buy

premium

$3.52B

-4.46%

Regions Financial

$23.39

$0.67

(2.78%)

premium

6 Buy

7 Hold

1 Sell

Moderate Buy

premium

$21.87B

28.30%

UPS

United Parcel

$116.33

$0.27

(0.23%)

premium

11 Buy

6 Hold

2 Sell

Moderate Buy

premium

$99.60B

-22.31%

NICE

$155.39

$1.8

(1.17%)

premium

12 Buy

2 Hold

0 Sell

Strong Buy

premium

$9.41B

-37.44%