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HFO US - New Portfolio

Performance Portfolio Details

gmazzeo@holdunfamilyoffice.com

HFO US

Individual Investor

Ranked #16,994 out of 788,174 TipRanks' Investors

Success Rate

95 out of 136
profitable transactions

Average Return

65.11%

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

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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

-29.84%

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

508 Buy

278 Hold

59 Sell

Moderate Buy

premium

$1.63B

7.41%

Altria Group

$55.05

$0.72

(1.33%)

premium

3 Buy

3 Hold

1 Sell

Moderate Buy

premium

$92.08B

34.25%

CAT

Caterpillar

$340.04

$9.11

(2.61%)

premium

5 Buy

5 Hold

2 Sell

Hold

premium

$166.87B

10.09%

NVDA

Nvidia

$134.43

$5.68

(4.05%)

premium

30 Buy

2 Hold

0 Sell

Strong Buy

premium

$3.43T

107.66%

BIIB

Biogen

$140.64

$3.56

(2.6%)

premium

12 Buy

13 Hold

0 Sell

Moderate Buy

premium

$20.07B

-38.00%

PFE

Pfizer

$26.30

$0.4

(1.54%)

premium

7 Buy

10 Hold

0 Sell

Moderate Buy

premium

$146.78B

-6.40%

AT&T

$26.62

$0.47

(1.8%)

premium

20 Buy

4 Hold

0 Sell

Strong Buy

premium

$187.71B

53.82%

IDNA < ETF >

iShares Genomics Immunology and Healthcare ETF Genomics Immunology and Healthcare Fund

$23.11

(0%)

premium

281 Buy

104 Hold

16 Sell

Moderate Buy

premium

$124.51M

-1.57%

VDC < ETF >

Vanguard Consumer Staples ETF

$222.39

$1.63

(0.74%)

premium

404 Buy

420 Hold

43 Sell

Moderate Buy

premium

$7.39B

13.41%

GBTC

Grayscale Bitcoin

$75.06

$2.95

(3.78%)

premium

―

premium

―

71.53%

SIXG < ETF >

Defiance Connective Technologies ETF

$49.03

$1.64

(3.24%)

premium

383 Buy

192 Hold

21 Sell

Moderate Buy

premium

$643.73M

38.67%

Coca-Cola

$71.35

$1.31

(1.87%)

premium

17 Buy

1 Hold

0 Sell

Strong Buy

premium

$301.72B

14.37%

GOOGL

Alphabet Class A

$179.66

$4.9

(2.65%)

premium

27 Buy

10 Hold

0 Sell

Moderate Buy

premium

$2.26T

29.47%

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

28 Buy

6 Hold

2 Sell

Moderate Buy

premium

$131.63B

51.78%

EEM < ETF >

iShares MSCI Emerging Markets ETF

$44.90

$0.13

(0.29%)

premium

―

premium

$16.51B

10.97%

META

Meta Platforms

$683.55

$11.29

(1.62%)

premium

44 Buy

3 Hold

1 Sell

Strong Buy

premium

$1.76T

48.46%

CRM

Salesforce

$309.80

$8.63

(2.71%)

premium

32 Buy

7 Hold

2 Sell

Moderate Buy

premium

$304.74B

12.30%

XLY < ETF >

Consumer Discretionary Select Sector SPDR Fund

$218.39

$5.9

(2.63%)

premium

512 Buy

293 Hold

42 Sell

Moderate Buy

premium

$23.43B

26.65%

Micron

$98.84

$4.34

(4.21%)

premium

21 Buy

2 Hold

0 Sell

Strong Buy

premium

$114.96B

26.62%

AVGO

Broadcom

$218.66

$8.08

(3.56%)

premium

24 Buy

3 Hold

0 Sell

Strong Buy

premium

$1.06T

84.72%

BABA

Alibaba

$143.75

$7.78

(5.72%)

premium

10 Buy

2 Hold

0 Sell

Strong Buy

premium

$295.60B

79.90%

SPCE

Virgin Galactic Holdings

$4.24

$0.19

(4.29%)

premium

0 Buy

0 Hold

1 Sell

Moderate Sell

premium

$127.92M

-87.41%

TAP

Molson Coors

$60.33

$0.07

(0.12%)

premium

6 Buy

10 Hold

1 Sell

Moderate Buy

premium

$12.24B

-3.31%

WFC

Wells Fargo

$77.50

$1.13

(1.44%)

premium

11 Buy

8 Hold

0 Sell

Moderate Buy

premium

$258.61B

49.32%

LAZ

Lazard

$49.54

$2.48

(4.77%)

premium

2 Buy

4 Hold

1 Sell

Hold

premium

$4.71B

37.36%

KEY

KeyCorp

$16.93

$0.65

(3.7%)

premium

9 Buy

5 Hold

0 Sell

Moderate Buy

premium

$19.46B

23.28%

NFLX

Netflix

$1003.15

$21.39

(2.09%)

premium

28 Buy

11 Hold

1 Sell

Moderate Buy

premium

$438.25B

78.69%

FDN < ETF >

First Trust Dow Jones Internet Index Fund

$251.57

$7.26

(2.8%)

premium

566 Buy

259 Hold

27 Sell

Moderate Buy

premium

$7.42B

34.77%

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

32.62%

Citigroup

$79.65

$1.69

(2.08%)

premium

13 Buy

4 Hold

0 Sell

Strong Buy

premium

$152.68B

47.01%

BRK.B

Berkshire Hathaway B

$478.74

$3.06

(0.64%)

premium

1 Buy

0 Hold

0 Sell

Moderate Buy

premium

$1.04T

17.73%

NKE

Nike

$76.50

$0.73

(0.95%)

premium

15 Buy

14 Hold

0 Sell

Moderate Buy

premium

$114.23B

-26.64%

LLY

Eli Lilly & Co

$873.68

$0.56

(0.06%)

premium

16 Buy

1 Hold

0 Sell

Strong Buy

premium

$827.87B

17.05%

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

22.72%

PEJ < ETF >

Invesco Dynamic Leisure & Entertainment ETF

$54.99

$1.7

(3%)

premium

214 Buy

120 Hold

12 Sell

Moderate Buy

premium

$297.16M

34.68%

IBM

International Business Machines

$261.48

$3.26

(1.23%)

premium

7 Buy

6 Hold

1 Sell

Moderate Buy

premium

$244.79B

47.32%

CVS

CVS Health

$63.48

$1.61

(2.47%)

premium

17 Buy

3 Hold

0 Sell

Strong Buy

premium

$82.07B

-15.63%

AAPL

Apple

$245.55

$0.28

(0.11%)

premium

18 Buy

11 Hold

4 Sell

Moderate Buy

premium

$3.69T

34.83%

CHRS

Coherus Biosciences

$1.07

$0.03

(2.73%)

premium

6 Buy

0 Hold

0 Sell

Strong Buy

premium

$127.48M

-55.65%

AMZN

Amazon

$216.58

$6.3

(2.83%)

premium

47 Buy

1 Hold

0 Sell

Strong Buy

premium

$2.36T

32.20%

Procter & Gamble

$170.23

$3.02

(1.81%)

premium

12 Buy

8 Hold

0 Sell

Moderate Buy

premium

$392.08B

4.25%

TSLA

Tesla

$337.80

$16.6

(4.68%)

premium

13 Buy

12 Hold

10 Sell

Hold

premium

$1.14T

81.96%

VPU < ETF >

Vanguard Utilities ETF

$173.28

$0.05

(0.03%)

premium

246 Buy

223 Hold

27 Sell

Moderate Buy

premium

$6.84B

29.15%

BMY

Bristol-Myers Squibb

$55.83

$0.04

(0.07%)

premium

5 Buy

9 Hold

1 Sell

Moderate Buy

premium

$113.22B

9.59%

Kellanova

$82.66

$0.21

(0.25%)

premium

1 Buy

6 Hold

0 Sell

Hold

premium

$28.42B

46.06%

MSFT

Microsoft

$408.21

$7.92

(1.9%)

premium

29 Buy

3 Hold

0 Sell

Strong Buy

premium

$3.09T

3.47%

PARA

Paramount Global Class B

$11.49

$0.02

(0.17%)

premium

2 Buy

1 Hold

3 Sell

Hold

premium

$8.11B

-2.80%

Verizon

$42.76

$0.27

(0.64%)

premium

6 Buy

10 Hold

0 Sell

Moderate Buy

premium

$178.87B

3.38%

MET

Metlife

$81.01

$1.73

(2.09%)

premium

9 Buy

1 Hold

0 Sell

Strong Buy

premium

$57.02B

20.02%

General Dynamics

$243.06

$3.14

(1.28%)

premium

7 Buy

11 Hold

1 Sell

Moderate Buy

premium

$66.56B

-9.45%

CSX

$32.30

$0.16

(0.49%)

premium

14 Buy

7 Hold

0 Sell

Moderate Buy

premium

$62.60B

-12.51%

IFF

International Flavors & Fragrances

$79.89

$0.25

(0.31%)

premium

9 Buy

3 Hold

1 Sell

Moderate Buy

premium

$20.49B

4.38%

The Estée Lauder Companies

$71.80

$0.46

(0.64%)

premium

5 Buy

16 Hold

1 Sell

Hold

premium

$25.66B

-51.63%

KLG

WK Kellogg Co

$19.97

$0.17

(0.86%)

premium

0 Buy

3 Hold

3 Sell

Moderate Sell

premium

$1.71B

34.60%

CSCO

Cisco Systems

$63.98

$0.69

(1.07%)

premium

10 Buy

7 Hold

0 Sell

Moderate Buy

premium

$257.28B

33.40%

KOMP < ETF >

SPDR S&P Kensho New Economies Composite ETF

$51.95

$1.58

(2.95%)

premium

3K Buy

1K Hold

183 Sell

Moderate Buy

premium

$2.24B

18.38%

Chubb

$267.25

$0.24

(0.09%)

premium

7 Buy

7 Hold

1 Sell

Moderate Buy

premium

$107.82B

6.16%

GTLS

Chart Industries

$181.87

$9.43

(4.93%)

premium

8 Buy

2 Hold

0 Sell

Strong Buy

premium

$8.19B

52.12%

O-I Glass

$11.29

$0.47

(4%)

premium

4 Buy

3 Hold

0 Sell

Moderate Buy

premium

$1.81B

-30.95%

NVO

Novo Nordisk

$88.08

$4.34

(5.18%)

premium

4 Buy

3 Hold

1 Sell

Moderate Buy

premium

$371.57B

-30.75%

VKTX

Viking Therapeutics

$34.07

$2.44

(7.71%)

premium

14 Buy

1 Hold

0 Sell

Strong Buy

premium

$3.52B

-10.09%

Regions Financial

$23.39

$0.67

(2.78%)

premium

6 Buy

7 Hold

1 Sell

Moderate Buy

premium

$21.87B

31.26%

UPS

United Parcel

$116.33

$0.27

(0.23%)

premium

11 Buy

6 Hold

2 Sell

Moderate Buy

premium

$99.60B

-21.36%

NICE

$155.39

$1.8

(1.17%)

premium

12 Buy

2 Hold

0 Sell

Strong Buy

premium

$9.44B

-32.01%