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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

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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

26.10%

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

4.24%

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

-21.66%

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

18.68%

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%