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HFO US - New Portfolio

Performance Portfolio Details

gmazzeo@holdunfamilyoffice.com

HFO US

Individual Investor

Ranked #17,905 out of 743,899 TipRanks' Investors

Success Rate

86 out of 129
profitable transactions

Average Return

51.18%

Average return
per transaction

Share this portfolio:

Allocation

Top Stocks

5.01% NVDA

4.47% LLY

3.42% AVGO

3.11% CRWD

2.94% GBTC

81.05% Others

By Assets

78.56% Stocks

14.28% ETFs

7.15% Cash

0.00% Funds

0.00% Cryptocurrency

By Sector

31.11% Technology

15.38% General

12.47% Financial

10.18% Communication Services

8.04% Healthcare

22.81% Other

Portfolio Holdings

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To view investors' portfolios

STZ

Constellation Brands

$251.41

$7.53

(2.91%)

premium

16 Buy

3 Hold

0 Sell

Strong Buy

premium

$47.22B

5.09%

CRWD

CrowdStrike Holdings

$389.77

$4.72

(1.23%)

premium

30 Buy

1 Hold

0 Sell

Strong Buy

premium

$93.71B

163.81%

HEDJ < ETF >

WisdomTree Europe Hedged Equity Fund

$45.53

$0.355

(0.79%)

premium

620 Buy

366 Hold

84 Sell

Moderate Buy

premium

$1.73B

13.78%

Altria Group

$45.86

$0.19

(0.41%)

premium

3 Buy

3 Hold

2 Sell

Hold

premium

$79.10B

9.59%

CAT

Caterpillar

$330.88

$3.12

(0.95%)

premium

9 Buy

6 Hold

1 Sell

Moderate Buy

premium

$160.29B

34.98%

NVDA

Nvidia

$125.62

$2.95

(2.4%)

premium

38 Buy

3 Hold

0 Sell

Strong Buy

premium

$3.02T

189.32%

BIIB

Biogen

$223.38

$5.44

(2.38%)

premium

19 Buy

6 Hold

0 Sell

Strong Buy

premium

$33.32B

-19.84%

PFE

Pfizer

$27.76

$0.07

(0.25%)

premium

7 Buy

8 Hold

0 Sell

Moderate Buy

premium

$157.70B

-18.70%

AT&T

$18.80

$0.02

(0.11%)

premium

11 Buy

3 Hold

0 Sell

Strong Buy

premium

$134.94B

25.05%

IDNA < ETF >

iShares Genomics Immunology and Healthcare ETF Genomics Immunology and Healthcare Fund

$22.89

$0.034

(0.15%)

premium

291 Buy

108 Hold

19 Sell

Moderate Buy

premium

$135.51M

-0.58%

WDC

Western Digital

$78.41

$0.355

(0.45%)

premium

13 Buy

4 Hold

0 Sell

Strong Buy

premium

$25.49B

98.34%

VDC < ETF >

Vanguard Consumer Staples ETF

$202.32

$0.61

(0.3%)

premium

446 Buy

377 Hold

56 Sell

Moderate Buy

premium

$6.53B

6.41%

PYPL

PayPal Holdings

$59.61

$0.64

(1.09%)

premium

13 Buy

16 Hold

0 Sell

Moderate Buy

premium

$61.69B

-13.41%

GBTC

Grayscale Bitcoin

$53.48

$1.41

(2.57%)

premium

―

premium

―

168.41%

FIVG < ETF >

Defiance Next Gen Connectivity ETF

$42.42

$0.221

(0.52%)

premium

463 Buy

240 Hold

21 Sell

Moderate Buy

premium

$588.00M

26.23%

Coca-Cola

$63.48

$0.33

(0.52%)

premium

14 Buy

2 Hold

0 Sell

Strong Buy

premium

$272.05B

7.58%

GOOGL

Alphabet Class A

$185.50

$0.26

(0.14%)

premium

32 Buy

6 Hold

0 Sell

Strong Buy

premium

$2.30T

54.68%

PASG

Passage Bio

$0.94

$0.061

(6.1%)

premium

2 Buy

0 Hold

0 Sell

Moderate Buy

premium

$61.62M

-3.30%

PANW

Palo Alto Networks

$341.39

$0.95

(0.28%)

premium

31 Buy

7 Hold

0 Sell

Strong Buy

premium

$110.23B

33.88%

EEM < ETF >

iShares MSCI Emerging Markets ETF

$43.40

$0.575

(1.34%)

premium

―

premium

$19.04B

9.83%

META

Meta Platforms

$509.25

$0.25

(0.05%)

premium

37 Buy

3 Hold

2 Sell

Strong Buy

premium

$1.29T

78.50%

CRM

Salesforce

$260.59

$4.4

(1.72%)

premium

29 Buy

10 Hold

1 Sell

Moderate Buy

premium

$248.25B

21.20%

XLY < ETF >

Consumer Discretionary Select Sector SPDR Fund

$187.50

$0.92

(0.49%)

premium

550 Buy

321 Hold

44 Sell

Moderate Buy

premium

$19.37B

9.43%

NAPA

Duckhorn Portfolio

$7.09

$0.09

(1.25%)

premium

2 Buy

3 Hold

0 Sell

Moderate Buy

premium

$1.06B

-45.28%

Micron

$135.12

$2.53

(1.91%)

premium

25 Buy

2 Hold

0 Sell

Strong Buy

premium

$147.02B

108.70%

AVGO

Broadcom

$1716.14

$58.66

(3.54%)

premium

22 Buy

1 Hold

0 Sell

Strong Buy

premium

$771.54B

92.44%

BABA

Alibaba

$75.20

$1.52

(2.06%)

premium

14 Buy

3 Hold

0 Sell

Strong Buy

premium

$163.69B

-9.29%

SPCE

Virgin Galactic Holdings

$7.90

$0.04

(0.5%)

premium

1 Buy

4 Hold

2 Sell

Hold

premium

$163.31M

-89.48%

TAP

Molson Coors

$50.50

$0.06

(0.12%)

premium

2 Buy

8 Hold

2 Sell

Hold

premium

$10.74B

-21.88%

WFC

Wells Fargo

$60.46

$0.51

(0.84%)

premium

10 Buy

10 Hold

0 Sell

Moderate Buy

premium

$212.56B

44.68%

LAZ

Lazard

$39.26

$0.16

(0.41%)

premium

3 Buy

1 Hold

1 Sell

Moderate Buy

premium

$3.42B

26.66%

KEY

KeyCorp

$14.37

$0.06

(0.42%)

premium

10 Buy

5 Hold

0 Sell

Moderate Buy

premium

$13.61B

60.87%

NFLX

Netflix

$681.00

$1.42

(0.21%)

premium

24 Buy

12 Hold

1 Sell

Moderate Buy

premium

$292.83B

53.95%

FDN < ETF >

First Trust Dow Jones Internet Index Fund

$207.40

$0.3

(0.14%)

premium

551 Buy

319 Hold

31 Sell

Moderate Buy

premium

$6.02B

26.40%

FINX < ETF >

Global X Funds - Global X FinTech ETF

$25.45

$0.16

(0.63%)

premium

345 Buy

188 Hold

33 Sell

Moderate Buy

premium

$289.99M

13.23%

Citigroup

$64.57

$0.11

(0.17%)

premium

10 Buy

8 Hold

0 Sell

Moderate Buy

premium

$123.37B

44.41%

BRK.B

Berkshire Hathaway B

$404.98

$2.12

(0.52%)

premium

3 Buy

0 Hold

0 Sell

Strong Buy

premium

$878.08B

19.04%

TWOU

$4.41

$0.07

(1.56%)

premium

0 Buy

4 Hold

0 Sell

Hold

premium

$12.57M

-96.13%

NKE

Nike

$75.25

$0.79

(1.04%)

premium

13 Buy

17 Hold

2 Sell

Moderate Buy

premium

$114.78B

-29.31%

LLY

Eli Lilly & Co

$892.50

$14.21

(1.57%)

premium

16 Buy

3 Hold

0 Sell

Strong Buy

premium

$861.74B

97.97%

BETZ < ETF >

Roundhill Sports Betting & iGaming ETF

$17.24

$0.316

(1.87%)

premium

141 Buy

54 Hold

5 Sell

Moderate Buy

premium

$81.21M

-3.31%

PEJ < ETF >

Invesco Dynamic Leisure & Entertainment ETF

$45.05

$0.121

(0.27%)

premium

193 Buy

170 Hold

29 Sell

Moderate Buy

premium

$262.28M

7.43%

IBM

International Business Machines

$176.59

$0.71

(0.4%)

premium

6 Buy

7 Hold

2 Sell

Moderate Buy

premium

$162.87B

38.29%

CVS

CVS Health

$56.57

$0.95

(1.65%)

premium

10 Buy

9 Hold

0 Sell

Moderate Buy

premium

$72.21B

-14.58%

AAPL

Apple

$220.25

$0.02

(>0.01%)

premium

24 Buy

10 Hold

1 Sell

Moderate Buy

premium

$3.38T

15.06%

CHRS

Coherus Biosciences

$1.40

$0.005

(0.36%)

premium

6 Buy

1 Hold

0 Sell

Strong Buy

premium

$159.47M

-63.57%

AMZN

Amazon

$197.77

$2.23

(1.11%)

premium

42 Buy

0 Hold

0 Sell

Strong Buy

premium

$2.08T

51.44%

Procter & Gamble

$163.31

$0.59

(0.36%)

premium

13 Buy

5 Hold

0 Sell

Moderate Buy

premium

$386.83B

10.23%

TSLA

Tesla

$242.25

$10.99

(4.75%)

premium

12 Buy

14 Hold

8 Sell

Hold

premium

$737.53B

-17.35%

VPU < ETF >

Vanguard Utilities ETF

$148.27

$0.87

(0.59%)

premium

195 Buy

167 Hold

21 Sell

Moderate Buy

premium

$5.43B

6.59%

BMY

Bristol-Myers Squibb

$40.21

$0.24

(0.59%)

premium

5 Buy

11 Hold

1 Sell

Hold

premium

$82.00B

-34.52%

Kellanova

$56.76

$0.06

(0.11%)

premium

2 Buy

11 Hold

0 Sell

Hold

premium

$19.38B

-8.22%

MSFT

Microsoft

$460.26

$0.98

(0.21%)

premium

32 Buy

1 Hold

0 Sell

Strong Buy

premium

$3.41T

36.95%

CIEN

Ciena

$47.12

$0.13

(0.28%)

premium

11 Buy

3 Hold

1 Sell

Moderate Buy

premium

$6.79B

11.70%

PARA

Paramount Global Class B

$11.44

$0.72

(6.72%)

premium

2 Buy

6 Hold

9 Sell

Moderate Sell

premium

$7.49B

-33.25%

Verizon

$41.30

$0.2

(0.49%)

premium

7 Buy

6 Hold

0 Sell

Moderate Buy

premium

$173.00B

18.44%

MET

Metlife

$70.44

$0.4

(0.57%)

premium

9 Buy

0 Hold

0 Sell

Strong Buy

premium

$49.81B

26.33%

General Dynamics

$285.81

<$0.001

(<0.01%)

premium

14 Buy

4 Hold

0 Sell

Strong Buy

premium

$78.42B

36.43%

CSX

$33.54

$0.22

(0.65%)

premium

11 Buy

5 Hold

0 Sell

Moderate Buy

premium

$66.00B

-0.32%

IFF

International Flavors & Fragrances

$94.83

$0.09

(0.09%)

premium

6 Buy

8 Hold

0 Sell

Moderate Buy

premium

$24.19B

22.51%

The Estée Lauder Companies

$106.39

$0.52

(0.49%)

premium

7 Buy

13 Hold

0 Sell

Moderate Buy

premium

$37.96B

-45.74%

KLG

WK Kellogg Co

$16.91

$0.45

(2.73%)

premium

0 Buy

5 Hold

2 Sell

Moderate Sell

premium

$1.41B

-0.61%

CSCO

Cisco Systems

$47.50

$0.22

(0.47%)

premium

6 Buy

12 Hold

0 Sell

Moderate Buy

premium

$190.48B

-5.93%

KOMP < ETF >

SPDR S&P Kensho New Economies Composite ETF

$46.11

$0.21

(0.46%)

premium

3K Buy

2K Hold

210 Sell

Moderate Buy

premium

$1.88B

2.86%

Chubb

$253.94

$1.63

(0.64%)

premium

6 Buy

7 Hold

1 Sell

Moderate Buy

premium

$103.78B

34.47%

GTLS

Chart Industries

$143.33

$0.9

(0.63%)

premium

6 Buy

4 Hold

1 Sell

Moderate Buy

premium

$6.10B

-10.84%

O-I Glass

$10.47

$0.1

(0.95%)

premium

4 Buy

4 Hold

0 Sell

Moderate Buy

premium

$1.65B

-51.76%

THG

Hanover Insurance

$125.30

$1.38

(1.09%)

premium

3 Buy

2 Hold

0 Sell

Moderate Buy

premium

$4.55B

15.07%