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 #19,978 out of 781,066 TipRanks' Investors

Success Rate

92 out of 136
profitable transactions

Average Return

61.07%

Average return
per transaction

Share this portfolio:

Allocation

Top Stocks

4.48% NVDA

4.25% GBTC

4.05% LLY

3.97% TSLA

2.85% META

80.40% Others

By Assets

79.13% Stocks

14.91% ETFs

5.95% Cash

0.00% Funds

0.00% Cryptocurrency

By Sector

27.09% Technology

15.86% General

13.48% Financial

10.69% Communication Services

9.01% Consumer Cyclical

23.87% Other

Portfolio Holdings

fi0ots1p8sm

premium

fi0ots1p8sm

premium

fi0ots1p8sm

rjb8dy

premium

rjb8dy

premium

rjb8dy

8xbvoq

premium

8xbvoq

premium

8xbvoq

o4tzie5nes

premium

o4tzie5nes

premium

o4tzie5nes

5h63g56r5

premium

5h63g56r5

premium

5h63g56r5

ez7h29p416o

premium

ez7h29p416o

premium

ez7h29p416o

etnc4t3gyt

premium

etnc4t3gyt

premium

etnc4t3gyt

rtpnvc

premium

rtpnvc

premium

rtpnvc

go1tnohzz6l

premium

go1tnohzz6l

premium

go1tnohzz6l

k6z867kjeyf

premium

k6z867kjeyf

premium

k6z867kjeyf

To view investors' portfolios

STZ

Constellation Brands

$184.31

$0.26

(0.14%)

premium

13 Buy

8 Hold

0 Sell

Moderate Buy

premium

$33.36B

-27.34%

CRWD

CrowdStrike Holdings

$357.00

$6.38

(1.76%)

premium

29 Buy

4 Hold

0 Sell

Strong Buy

premium

$89.50B

31.53%

HEDJ < ETF >

WisdomTree Europe Hedged Equity Fund

$45.85

$0.4

(0.88%)

premium

1K Buy

567 Hold

126 Sell

Strong Buy

premium

$1.54B

7.93%

Altria Group

$51.86

$0.7

(1.37%)

premium

4 Buy

2 Hold

2 Sell

Hold

premium

$86.71B

28.24%

CAT

Caterpillar

$386.02

$5.47

(1.44%)

premium

5 Buy

5 Hold

3 Sell

Hold

premium

$183.73B

36.94%

NVDA

Nvidia

$137.71

$4.14

(3.1%)

premium

36 Buy

3 Hold

0 Sell

Strong Buy

premium

$3.27T

141.14%

BIIB

Biogen

$140.55

$0.68

(0.48%)

premium

11 Buy

13 Hold

0 Sell

Moderate Buy

premium

$20.58B

-43.09%

PFE

Pfizer

$26.30

$0.19

(0.72%)

premium

8 Buy

10 Hold

1 Sell

Moderate Buy

premium

$150.12B

-6.37%

AT&T

$22.29

$0.27

(1.23%)

premium

16 Buy

3 Hold

0 Sell

Strong Buy

premium

$158.00B

35.91%

IDNA < ETF >

iShares Genomics Immunology and Healthcare ETF Genomics Immunology and Healthcare Fund

$21.91

$0.01

(0.05%)

premium

670 Buy

230 Hold

38 Sell

Strong Buy

premium

$120.59M

-1.66%

VDC < ETF >

Vanguard Consumer Staples ETF

$209.43

$1.43

(0.69%)

premium

842 Buy

834 Hold

108 Sell

Strong Buy

premium

$6.91B

8.64%

GBTC

Grayscale Bitcoin

$83.05

$3.49

(4.39%)

premium

―

premium

―

128.85%

SIXG < ETF >

Defiance Connective Technologies ETF

$49.27

$0.86

(1.78%)

premium

742 Buy

392 Hold

44 Sell

Strong Buy

premium

$615.23M

35.84%

Coca-Cola

$62.71

$0.46

(0.74%)

premium

14 Buy

1 Hold

0 Sell

Strong Buy

premium

$268.16B

3.47%

GOOGL

Alphabet Class A

$196.00

$3.09

(1.6%)

premium

24 Buy

7 Hold

0 Sell

Strong Buy

premium

$2.37T

36.60%

PASG

Passage Bio

$0.60

(0%)

premium

4 Buy

0 Hold

0 Sell

Strong Buy

premium

$37.06M

-35.76%

PANW

Palo Alto Networks

$177.11

$0.06

(0.03%)

premium

29 Buy

6 Hold

2 Sell

Moderate Buy

premium

$116.26B

5.49%

EEM < ETF >

iShares MSCI Emerging Markets ETF

$42.09

$0.33

(0.79%)

premium

―

premium

$15.49B

9.92%

META

Meta Platforms

$612.77

$1.47

(0.24%)

premium

40 Buy

3 Hold

1 Sell

Strong Buy

premium

$1.54T

62.91%

CRM

Salesforce

$324.56

$4.56

(1.43%)

premium

32 Buy

7 Hold

2 Sell

Moderate Buy

premium

$306.24B

18.25%

XLY < ETF >

Consumer Discretionary Select Sector SPDR Fund

$229.22

$3.17

(1.4%)

premium

1K Buy

618 Hold

88 Sell

Strong Buy

premium

$23.57B

30.50%

Micron

$105.75

$3.15

(3.07%)

premium

20 Buy

2 Hold

0 Sell

Strong Buy

premium

$114.31B

24.68%

AVGO

Broadcom

$237.44

$8.03

(3.5%)

premium

23 Buy

3 Hold

0 Sell

Strong Buy

premium

$1.08T

107.57%

BABA

Alibaba

$85.12

$2.69

(3.26%)

premium

10 Buy

1 Hold

0 Sell

Strong Buy

premium

$196.64B

25.08%

SPCE

Virgin Galactic Holdings

$5.15

$0.13

(2.46%)

premium

1 Buy

2 Hold

3 Sell

Moderate Sell

premium

$152.46M

-86.73%

TAP

Molson Coors

$55.23

$0.25

(0.45%)

premium

5 Buy

8 Hold

1 Sell

Moderate Buy

premium

$11.33B

-12.10%

WFC

Wells Fargo

$77.08

$1.13

(1.49%)

premium

9 Buy

9 Hold

0 Sell

Moderate Buy

premium

$252.87B

65.98%

LAZ

Lazard

$51.15

$1.46

(2.94%)

premium

1 Buy

4 Hold

1 Sell

Hold

premium

$4.50B

34.25%

KEY

KeyCorp

$18.30

$0.46

(2.58%)

premium

7 Buy

4 Hold

0 Sell

Moderate Buy

premium

$17.68B

38.64%

NFLX

Netflix

$858.10

$15.73

(1.87%)

premium

21 Buy

7 Hold

2 Sell

Moderate Buy

premium

$360.08B

76.81%

FDN < ETF >

First Trust Dow Jones Internet Index Fund

$249.54

$2.78

(1.13%)

premium

1K Buy

546 Hold

56 Sell

Strong Buy

premium

$6.71B

31.20%

FINX < ETF >

Global X Funds - Global X FinTech ETF

$32.15

$0.3

(0.94%)

premium

725 Buy

360 Hold

56 Sell

Strong Buy

premium

$320.72M

35.48%

Citigroup

$79.99

$1.48

(1.89%)

premium

13 Buy

5 Hold

0 Sell

Moderate Buy

premium

$147.37B

56.51%

BRK.B

Berkshire Hathaway B

$467.95

$5.14

(1.11%)

premium

1 Buy

1 Hold

0 Sell

Moderate Buy

premium

$997.29B

29.13%

NKE

Nike

$70.84

$0.27

(0.38%)

premium

15 Buy

13 Hold

0 Sell

Moderate Buy

premium

$105.18B

-29.82%

LLY

Eli Lilly & Co

$725.72

$31.88

(4.21%)

premium

15 Buy

2 Hold

0 Sell

Strong Buy

premium

$719.20B

16.42%

BETZ < ETF >

Roundhill Sports Betting & iGaming ETF

$19.15

$0.101

(0.53%)

premium

340 Buy

83 Hold

6 Sell

Strong Buy

premium

$72.14M

11.57%

PEJ < ETF >

Invesco Dynamic Leisure & Entertainment ETF

$52.84

$0.49

(0.94%)

premium

502 Buy

304 Hold

22 Sell

Strong Buy

premium

$273.08M

28.75%

IBM

International Business Machines

$224.79

$2.13

(0.96%)

premium

4 Buy

6 Hold

1 Sell

Moderate Buy

premium

$205.88B

34.73%

CVS

CVS Health

$52.62

$0.66

(1.27%)

premium

13 Buy

5 Hold

0 Sell

Moderate Buy

premium

$65.39B

-28.78%

AAPL

Apple

$229.98

$1.72

(0.75%)

premium

19 Buy

7 Hold

3 Sell

Moderate Buy

premium

$3.43T

21.92%

CHRS

Coherus Biosciences

$1.39

$0.03

(2.11%)

premium

6 Buy

0 Hold

0 Sell

Strong Buy

premium

$164.17M

-42.08%

AMZN

Amazon

$225.94

$5.28

(2.39%)

premium

48 Buy

1 Hold

0 Sell

Strong Buy

premium

$2.32T

47.19%

Procter & Gamble

$161.13

$0.63

(0.39%)

premium

12 Buy

6 Hold

0 Sell

Moderate Buy

premium

$377.98B

8.77%

TSLA

Tesla

$426.50

$12.68

(3.06%)

premium

13 Buy

12 Hold

9 Sell

Hold

premium

$1.33T

101.29%

VPU < ETF >

Vanguard Utilities ETF

$170.17

$0.28

(0.16%)

premium

498 Buy

434 Hold

50 Sell

Strong Buy

premium

$6.76B

28.92%

BMY

Bristol-Myers Squibb

$56.29

$0.09

(0.16%)

premium

5 Buy

10 Hold

1 Sell

Hold

premium

$114.35B

12.38%

Kellanova

$81.78

$0.22

(0.27%)

premium

0 Buy

7 Hold

0 Sell

Hold

premium

$28.11B

49.89%

MSFT

Microsoft

$429.03

$4.45

(1.05%)

premium

26 Buy

2 Hold

0 Sell

Strong Buy

premium

$3.16T

8.93%

PARA

Paramount Global Class B

$10.27

$0.11

(1.08%)

premium

3 Buy

7 Hold

5 Sell

Hold

premium

$7.28B

-22.50%

Verizon

$38.78

$0.44

(1.15%)

premium

5 Buy

9 Hold

0 Sell

Moderate Buy

premium

$161.40B

-0.41%

MET

Metlife

$86.78

$0.89

(1.04%)

premium

10 Buy

0 Hold

0 Sell

Strong Buy

premium

$59.47B

28.14%

General Dynamics

$266.67

$0.74

(0.28%)

premium

6 Buy

10 Hold

1 Sell

Moderate Buy

premium

$73.92B

6.26%

CSX

$32.73

$0.24

(0.73%)

premium

10 Buy

6 Hold

0 Sell

Moderate Buy

premium

$63.58B

-4.99%

IFF

International Flavors & Fragrances

$84.89

$0.45

(0.53%)

premium

12 Buy

3 Hold

0 Sell

Strong Buy

premium

$21.59B

8.35%

The Estée Lauder Companies

$77.86

$0.21

(0.27%)

premium

4 Buy

18 Hold

1 Sell

Hold

premium

$28.03B

-39.01%

KLG

WK Kellogg Co

$15.93

$0.08

(0.5%)

premium

0 Buy

3 Hold

3 Sell

Moderate Sell

premium

$1.37B

22.73%

CSCO

Cisco Systems

$60.23

$0.41

(0.69%)

premium

7 Buy

7 Hold

0 Sell

Moderate Buy

premium

$238.25B

17.87%

KOMP < ETF >

SPDR S&P Kensho New Economies Composite ETF

$52.50

$0.19

(0.36%)

premium

6K Buy

3K Hold

420 Sell

Strong Buy

premium

$2.14B

21.55%

Chubb

$269.48

$4.05

(1.48%)

premium

6 Buy

5 Hold

1 Sell

Moderate Buy

premium

$110.26B

17.15%

GTLS

Chart Industries

$214.24

$1.71

(0.79%)

premium

13 Buy

3 Hold

0 Sell

Strong Buy

premium

$9.25B

64.80%

O-I Glass

$10.42

$0.08

(0.77%)

premium

5 Buy

3 Hold

1 Sell

Moderate Buy

premium

$1.60B

-29.02%

NVO

Novo Nordisk

$78.69

$4.38

(5.27%)

premium

6 Buy

3 Hold

1 Sell

Moderate Buy

premium

$367.28B

-26.83%

VKTX

Viking Therapeutics

$32.65

$0.09

(0.28%)

premium

13 Buy

0 Hold

0 Sell

Strong Buy

premium

$3.63B

55.92%

Regions Financial

$24.20

$0.32

(1.31%)

premium

9 Buy

6 Hold

1 Sell

Moderate Buy

premium

$22.29B

34.82%

UPS

United Parcel

$129.73

$0.21

(0.16%)

premium

13 Buy

4 Hold

2 Sell

Moderate Buy

premium

$110.89B

-17.12%

NICE

$162.40

$1.8

(1.1%)

premium

11 Buy

4 Hold

0 Sell

Moderate Buy

premium

$10.62B

-20.06%