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HFO US - New Portfolio

Performance Portfolio Details

gmazzeo@holdunfamilyoffice.com

HFO US

Individual Investor

Ranked #16,877 out of 767,017 TipRanks' Investors

Success Rate

94 out of 134
profitable transactions

Average Return

60.83%

Average return
per transaction

Share this portfolio:

Allocation

Top Stocks

4.78% NVDA

4.55% LLY

3.66% GBTC

3.24% AVGO

3.08% TSLA

80.69% Others

By Assets

78.71% Stocks

14.58% ETFs

6.70% Cash

0.00% Funds

0.00% Cryptocurrency

By Sector

26.82% Technology

15.63% General

13.40% Financial

10.35% Communication Services

9.73% Healthcare

24.07% Other

Portfolio Holdings

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To view investors' portfolios

STZ

Constellation Brands

$240.71

$2.42

(1.02%)

premium

13 Buy

5 Hold

0 Sell

Moderate Buy

premium

$43.26B

-1.06%

CRWD

CrowdStrike Holdings

$347.88

$4.38

(1.28%)

premium

34 Buy

6 Hold

0 Sell

Strong Buy

premium

$84.21B

70.93%

HEDJ < ETF >

WisdomTree Europe Hedged Equity Fund

$42.88

(0%)

premium

539 Buy

293 Hold

62 Sell

Moderate Buy

premium

$1.52B

6.16%

Altria Group

$55.25

$0.81

(1.49%)

premium

3 Buy

2 Hold

2 Sell

Hold

premium

$92.27B

36.10%

CAT

Caterpillar

$387.07

$5.94

(1.51%)

premium

5 Buy

5 Hold

4 Sell

Hold

premium

$189.75B

62.62%

NVDA

Nvidia

$146.27

$2.02

(1.36%)

premium

39 Buy

3 Hold

0 Sell

Strong Buy

premium

$3.64T

205.00%

BIIB

Biogen

$165.79

$2.49

(1.48%)

premium

15 Buy

8 Hold

0 Sell

Moderate Buy

premium

$24.52B

-24.40%

PFE

Pfizer

$26.72

$0.53

(2.02%)

premium

7 Buy

12 Hold

0 Sell

Moderate Buy

premium

$148.42B

-10.49%

AT&T

$22.30

$0.15

(0.68%)

premium

9 Buy

5 Hold

0 Sell

Moderate Buy

premium

$158.93B

42.17%

IDNA < ETF >

iShares Genomics Immunology and Healthcare ETF Genomics Immunology and Healthcare Fund

$24.47

$0.24

(0.97%)

premium

328 Buy

118 Hold

18 Sell

Moderate Buy

premium

$145.75M

33.78%

VDC < ETF >

Vanguard Consumer Staples ETF

$215.65

$0.17

(0.08%)

premium

406 Buy

399 Hold

56 Sell

Moderate Buy

premium

$7.11B

17.78%

GBTC

Grayscale Bitcoin

$71.31

$0.08

(0.11%)

premium

―

premium

―

145.11%

SIXG < ETF >

Defiance Connective Technologies ETF

$45.53

$0.4

(0.87%)

premium

371 Buy

181 Hold

13 Sell

Moderate Buy

premium

$595.05M

45.58%

Coca-Cola

$63.00

$0.2

(0.32%)

premium

11 Buy

4 Hold

0 Sell

Moderate Buy

premium

$272.25B

10.68%

GOOGL

Alphabet Class A

$178.88

$2.74

(1.51%)

premium

27 Buy

7 Hold

0 Sell

Strong Buy

premium

$2.23T

37.50%

PASG

Passage Bio

$0.58

$0.086

(12.87%)

premium

3 Buy

0 Hold

0 Sell

Strong Buy

premium

$41.26M

11.33%

PANW

Palo Alto Networks

$402.36

$4.34

(1.09%)

premium

33 Buy

6 Hold

0 Sell

Strong Buy

premium

$130.25B

55.69%

EEM < ETF >

iShares MSCI Emerging Markets ETF

$43.19

$0.28

(0.64%)

premium

―

premium

$18.14B

15.57%

META

Meta Platforms

$580.00

$4.82

(0.82%)

premium

41 Buy

3 Hold

1 Sell

Strong Buy

premium

$1.48T

77.65%

CRM

Salesforce

$341.72

$0.57

(0.17%)

premium

32 Buy

9 Hold

1 Sell

Moderate Buy

premium

$326.14B

58.47%

XLY < ETF >

Consumer Discretionary Select Sector SPDR Fund

$218.38

$1.85

(0.85%)

premium

529 Buy

320 Hold

43 Sell

Moderate Buy

premium

$21.82B

35.39%

NAPA

Duckhorn Portfolio

$11.01

$0.03

(0.27%)

premium

0 Buy

4 Hold

0 Sell

Hold

premium

$1.62B

2.52%

Micron

$99.92

$4.18

(4.02%)

premium

23 Buy

1 Hold

1 Sell

Strong Buy

premium

$115.42B

39.21%

AVGO

Broadcom

$173.58

$2.64

(1.5%)

premium

23 Buy

3 Hold

0 Sell

Strong Buy

premium

$823.05B

86.10%

BABA

Alibaba

$92.00

$0.22

(0.24%)

premium

15 Buy

3 Hold

0 Sell

Strong Buy

premium

$222.88B

11.57%

SPCE

Virgin Galactic Holdings

$7.08

$0.02

(0.28%)

premium

2 Buy

2 Hold

1 Sell

Hold

premium

$203.86M

-81.32%

TAP

Molson Coors

$63.88

$1.99

(3.22%)

premium

3 Buy

8 Hold

1 Sell

Hold

premium

$12.75B

5.78%

WFC

Wells Fargo

$72.77

$0.17

(0.23%)

premium

12 Buy

9 Hold

0 Sell

Moderate Buy

premium

$241.72B

78.07%

LAZ

Lazard

$54.95

$1.14

(2.03%)

premium

4 Buy

2 Hold

1 Sell

Moderate Buy

premium

$5.07B

103.22%

KEY

KeyCorp

$19.05

$0.13

(0.68%)

premium

9 Buy

5 Hold

0 Sell

Moderate Buy

premium

$19.01B

76.77%

NFLX

Netflix

$830.47

$10.97

(1.34%)

premium

24 Buy

10 Hold

2 Sell

Moderate Buy

premium

$350.30B

84.31%

FDN < ETF >

First Trust Dow Jones Internet Index Fund

$239.13

$0.81

(0.34%)

premium

540 Buy

292 Hold

24 Sell

Moderate Buy

premium

$6.82B

48.06%

FINX < ETF >

Global X Funds - Global X FinTech ETF

$32.47

$0.5

(1.52%)

premium

358 Buy

179 Hold

27 Sell

Moderate Buy

premium

$336.18M

56.26%

Citigroup

$68.89

$0.13

(0.19%)

premium

11 Buy

6 Hold

0 Sell

Moderate Buy

premium

$130.54B

61.64%

BRK.B

Berkshire Hathaway B

$468.10

$1.81

(0.39%)

premium

1 Buy

1 Hold

0 Sell

Moderate Buy

premium

$1.01T

31.63%

NKE

Nike

$76.52

$0.14

(0.18%)

premium

14 Buy

14 Hold

0 Sell

Moderate Buy

premium

$114.12B

-26.43%

LLY

Eli Lilly & Co

$811.81

$7.05

(0.86%)

premium

17 Buy

1 Hold

0 Sell

Strong Buy

premium

$777.36B

34.06%

BETZ < ETF >

Roundhill Sports Betting & iGaming ETF

$19.75

$0.181

(0.93%)

premium

162 Buy

49 Hold

6 Sell

Moderate Buy

premium

$80.22M

23.86%

PEJ < ETF >

Invesco Dynamic Leisure & Entertainment ETF

$52.68

$0.13

(0.25%)

premium

197 Buy

144 Hold

7 Sell

Moderate Buy

premium

$254.40M

35.44%

IBM

International Business Machines

$210.92

$0.06

(0.03%)

premium

5 Buy

7 Hold

2 Sell

Hold

premium

$194.97B

42.38%

CVS

CVS Health

$54.27

$0.24

(0.44%)

premium

10 Buy

5 Hold

0 Sell

Moderate Buy

premium

$67.99B

-20.31%

AAPL

Apple

$225.12

$0.89

(0.4%)

premium

24 Buy

8 Hold

2 Sell

Moderate Buy

premium

$3.39T

21.34%

CHRS

Coherus Biosciences

$0.78

$0.045

(5.44%)

premium

6 Buy

1 Hold

0 Sell

Strong Buy

premium

$94.88M

-52.15%

AMZN

Amazon

$214.10

$5.19

(2.48%)

premium

44 Buy

1 Hold

0 Sell

Strong Buy

premium

$2.20T

46.51%

Procter & Gamble

$166.58

$0.74

(0.45%)

premium

12 Buy

6 Hold

0 Sell

Moderate Buy

premium

$390.56B

8.78%

TSLA

Tesla

$330.24

$1.75

(0.53%)

premium

11 Buy

14 Hold

9 Sell

Hold

premium

$1.05T

46.84%

VPU < ETF >

Vanguard Utilities ETF

$169.33

$0.35

(0.21%)

premium

241 Buy

199 Hold

30 Sell

Moderate Buy

premium

$6.62B

33.66%

BMY

Bristol-Myers Squibb

$58.41

$0.61

(1.03%)

premium

5 Buy

8 Hold

2 Sell

Hold

premium

$119.70B

17.69%

Kellanova

$81.18

$0.15

(0.19%)

premium

0 Buy

10 Hold

0 Sell

Hold

premium

$27.93B

54.11%

MSFT

Microsoft

$425.20

$2.17

(0.51%)

premium

26 Buy

3 Hold

0 Sell

Strong Buy

premium

$3.15T

15.37%

PARA

Paramount Global Class B

$11.16

$0.29

(2.53%)

premium

3 Buy

7 Hold

5 Sell

Hold

premium

$8.07B

-4.58%

Verizon

$41.14

$0.74

(1.83%)

premium

8 Buy

9 Hold

0 Sell

Moderate Buy

premium

$170.07B

12.79%

MET

Metlife

$82.02

$0.18

(0.22%)

premium

8 Buy

1 Hold

0 Sell

Strong Buy

premium

$56.92B

31.71%

General Dynamics

$314.03

$1.98

(0.63%)

premium

9 Buy

5 Hold

0 Sell

Moderate Buy

premium

$85.80B

26.52%

CSX

$36.48

$0.35

(0.97%)

premium

14 Buy

7 Hold

0 Sell

Moderate Buy

premium

$69.67B

18.65%

IFF

International Flavors & Fragrances

$89.85

$0.42

(0.47%)

premium

11 Buy

2 Hold

0 Sell

Strong Buy

premium

$22.87B

21.41%

The Estée Lauder Companies

$62.86

$0.12

(0.19%)

premium

4 Buy

22 Hold

0 Sell

Hold

premium

$22.52B

-44.83%

KLG

WK Kellogg Co

$17.45

$0.1

(0.57%)

premium

0 Buy

3 Hold

2 Sell

Moderate Sell

premium

$1.51B

64.79%

CSCO

Cisco Systems

$59.18

$0.47

(0.8%)

premium

9 Buy

6 Hold

0 Sell

Moderate Buy

premium

$234.02B

12.41%

KOMP < ETF >

SPDR S&P Kensho New Economies Composite ETF

$52.97

$0.63

(1.18%)

premium

3K Buy

2K Hold

197 Sell

Moderate Buy

premium

$2.19B

38.04%

Chubb

$283.38

$0.49

(0.17%)

premium

7 Buy

6 Hold

1 Sell

Moderate Buy

premium

$114.03B

28.85%

GTLS

Chart Industries

$172.30

$1.73

(1.01%)

premium

11 Buy

3 Hold

0 Sell

Strong Buy

premium

$7.30B

49.10%

O-I Glass

$12.77

$0.23

(1.77%)

premium

5 Buy

3 Hold

1 Sell

Moderate Buy

premium

$2.01B

-12.28%

NVO

Novo Nordisk

$106.91

$0.15

(0.14%)

premium

4 Buy

2 Hold

0 Sell

Moderate Buy

premium

$473.15B

6.23%

VKTX

Viking Therapeutics

$55.06

$5.54

(9.14%)

premium

11 Buy

0 Hold

0 Sell

Strong Buy

premium

$6.75B

510.27%

Regions Financial

$26.10

$0.08

(0.31%)

premium

10 Buy

5 Hold

1 Sell

Moderate Buy

premium

$23.79B

74.65%