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HFO US - New Portfolio

Performance Portfolio Details

gmazzeo@holdunfamilyoffice.com

HFO US

Individual Investor

Ranked #17,993 out of 769,291 TipRanks' Investors

Success Rate

93 out of 134
profitable transactions

Average Return

60.56%

Average return
per transaction

Share this portfolio:

Allocation

Top Stocks

4.61% NVDA

4.16% LLY

4.02% GBTC

3.27% TSLA

3.05% AVGO

80.89% Others

By Assets

78.66% Stocks

14.67% ETFs

6.67% Cash

0.00% Funds

0.00% Cryptocurrency

By Sector

26.95% Technology

15.71% General

13.77% Financial

10.28% Communication Services

9.26% Healthcare

24.02% Other

Portfolio Holdings

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To view investors' portfolios

STZ

Constellation Brands

$239.66

$1.1

(0.46%)

premium

13 Buy

5 Hold

0 Sell

Moderate Buy

premium

$43.71B

0.72%

CRWD

CrowdStrike Holdings

$372.26

$14.71

(4.11%)

premium

34 Buy

6 Hold

0 Sell

Strong Buy

premium

$87.65B

70.58%

HEDJ < ETF >

WisdomTree Europe Hedged Equity Fund

$43.27

$0.36

(0.84%)

premium

―

premium

$1.46B

5.27%

Altria Group

$56.73

$0.7

(1.25%)

premium

3 Buy

2 Hold

2 Sell

Hold

premium

$94.96B

36.03%

CAT

Caterpillar

$397.49

$7.9

(2.03%)

premium

5 Buy

5 Hold

4 Sell

Hold

premium

$188.10B

58.36%

NVDA

Nvidia

$141.95

$4.72

(3.22%)

premium

40 Buy

4 Hold

0 Sell

Strong Buy

premium

$3.59T

201.07%

BIIB

Biogen

$157.90

$0.11

(0.07%)

premium

14 Buy

11 Hold

0 Sell

Moderate Buy

premium

$23.03B

-31.67%

PFE

Pfizer

$25.65

$0.52

(2.07%)

premium

7 Buy

11 Hold

1 Sell

Moderate Buy

premium

$142.41B

-17.12%

AT&T

$23.18

$0.2

(0.87%)

premium

9 Buy

4 Hold

0 Sell

Moderate Buy

premium

$164.89B

42.12%

IDNA < ETF >

iShares Genomics Immunology and Healthcare ETF Genomics Immunology and Healthcare Fund

$23.66

$0.357

(1.53%)

premium

338 Buy

124 Hold

20 Sell

Moderate Buy

premium

$132.09M

16.04%

VDC < ETF >

Vanguard Consumer Staples ETF

$220.23

$2.36

(1.08%)

premium

420 Buy

410 Hold

56 Sell

Moderate Buy

premium

$7.06B

16.02%

GBTC

Grayscale Bitcoin

$78.87

$0.82

(1.05%)

premium

―

premium

―

156.32%

SIXG < ETF >

Defiance Connective Technologies ETF

$46.13

$0.431

(0.94%)

premium

371 Buy

195 Hold

15 Sell

Moderate Buy

premium

$574.92M

36.82%

Coca-Cola

$63.92

$0.16

(0.25%)

premium

11 Buy

4 Hold

0 Sell

Moderate Buy

premium

$274.67B

9.14%

GOOGL

Alphabet Class A

$164.76

$2.87

(1.71%)

premium

27 Buy

7 Hold

0 Sell

Strong Buy

premium

$2.06T

21.04%

PASG

Passage Bio

$0.51

$0.031

(5.78%)

premium

3 Buy

0 Hold

0 Sell

Strong Buy

premium

$33.11M

-12.56%

PANW

Palo Alto Networks

$383.36

$14.34

(3.61%)

premium

29 Buy

4 Hold

1 Sell

Strong Buy

premium

$130.15B

51.14%

EEM < ETF >

iShares MSCI Emerging Markets ETF

$43.28

$0.01

(0.02%)

premium

―

premium

$17.73B

9.72%

META

Meta Platforms

$559.14

$3.95

(0.7%)

premium

40 Buy

3 Hold

1 Sell

Strong Buy

premium

$1.42T

64.89%

CRM

Salesforce

$342.02

$6.24

(1.86%)

premium

34 Buy

8 Hold

1 Sell

Strong Buy

premium

$321.01B

50.01%

XLY < ETF >

Consumer Discretionary Select Sector SPDR Fund

$218.10

$3.1

(1.44%)

premium

530 Buy

319 Hold

43 Sell

Moderate Buy

premium

$22.34B

27.69%

NAPA

Duckhorn Portfolio

$10.99

$0.06

(0.54%)

premium

0 Buy

4 Hold

0 Sell

Hold

premium

$1.63B

6.56%

Micron

$102.64

$0.12

(0.12%)

premium

23 Buy

1 Hold

1 Sell

Strong Buy

premium

$113.93B

33.28%

AVGO

Broadcom

$164.23

$0.29

(0.18%)

premium

23 Buy

3 Hold

0 Sell

Strong Buy

premium

$765.69B

68.66%

BABA

Alibaba

$83.13

$2.45

(2.86%)

premium

15 Buy

1 Hold

0 Sell

Strong Buy

premium

$207.60B

8.38%

SPCE

Virgin Galactic Holdings

$7.15

$0.43

(6.4%)

premium

2 Buy

2 Hold

1 Sell

Hold

premium

$194.04M

-83.12%

TAP

Molson Coors

$60.36

$0.11

(0.18%)

premium

3 Buy

8 Hold

1 Sell

Hold

premium

$12.46B

0.78%

WFC

Wells Fargo

$75.96

$1.13

(1.51%)

premium

11 Buy

9 Hold

0 Sell

Moderate Buy

premium

$249.15B

74.92%

LAZ

Lazard

$57.70

$0.58

(1.02%)

premium

3 Buy

2 Hold

1 Sell

Moderate Buy

premium

$5.17B

109.08%

KEY

KeyCorp

$19.60

$0.38

(1.98%)

premium

8 Buy

5 Hold

0 Sell

Moderate Buy

premium

$19.05B

59.77%

NFLX

Netflix

$897.79

$0.31

(0.03%)

premium

24 Buy

10 Hold

2 Sell

Moderate Buy

premium

$383.64B

87.76%

FDN < ETF >

First Trust Dow Jones Internet Index Fund

$240.66

$2.22

(0.93%)

premium

543 Buy

304 Hold

27 Sell

Moderate Buy

premium

$7.13B

39.53%

FINX < ETF >

Global X Funds - Global X FinTech ETF

$33.55

$0.29

(0.87%)

premium

360 Buy

174 Hold

27 Sell

Moderate Buy

premium

$338.80M

55.78%

Citigroup

$69.84

$0.89

(1.29%)

premium

10 Buy

7 Hold

0 Sell

Moderate Buy

premium

$130.40B

53.15%

BRK.B

Berkshire Hathaway B

$476.57

$4.51

(0.96%)

premium

1 Buy

1 Hold

0 Sell

Moderate Buy

premium

$1.02T

30.48%

NKE

Nike

$77.40

$2.3

(3.06%)

premium

16 Buy

13 Hold

0 Sell

Moderate Buy

premium

$111.79B

-30.41%

LLY

Eli Lilly & Co

$748.01

$1.91

(0.25%)

premium

17 Buy

1 Hold

0 Sell

Strong Buy

premium

$711.91B

26.02%

BETZ < ETF >

Roundhill Sports Betting & iGaming ETF

$20.08

$0.109

(0.54%)

premium

164 Buy

49 Hold

5 Sell

Moderate Buy

premium

$79.38M

21.13%

PEJ < ETF >

Invesco Dynamic Leisure & Entertainment ETF

$53.60

$0.3

(0.56%)

premium

199 Buy

147 Hold

7 Sell

Moderate Buy

premium

$258.23M

35.59%

IBM

International Business Machines

$222.97

$0.57

(0.26%)

premium

5 Buy

7 Hold

1 Sell

Moderate Buy

premium

$205.64B

43.36%

CVS

CVS Health

$58.01

$0.91

(1.59%)

premium

11 Buy

4 Hold

0 Sell

Moderate Buy

premium

$71.86B

-17.41%

AAPL

Apple

$229.87

$1.35

(0.59%)

premium

24 Buy

8 Hold

2 Sell

Moderate Buy

premium

$3.45T

19.45%

CHRS

Coherus Biosciences

$1.09

$0.01

(0.91%)

premium

6 Buy

0 Hold

0 Sell

Strong Buy

premium

$126.73M

-45.54%

AMZN

Amazon

$197.12

$1.26

(0.64%)

premium

44 Buy

1 Hold

0 Sell

Strong Buy

premium

$2.09T

35.22%

Procter & Gamble

$176.28

$3.53

(2.04%)

premium

12 Buy

6 Hold

0 Sell

Moderate Buy

premium

$406.83B

14.39%

TSLA

Tesla

$352.56

$12.92

(3.8%)

premium

11 Buy

14 Hold

9 Sell

Hold

premium

$1.09T

45.02%

VPU < ETF >

Vanguard Utilities ETF

$176.05

$0.68

(0.38%)

premium

243 Buy

199 Hold

29 Sell

Moderate Buy

premium

$6.71B

29.12%

BMY

Bristol-Myers Squibb

$58.87

$0.64

(1.1%)

premium

6 Buy

9 Hold

2 Sell

Hold

premium

$118.10B

17.83%

Kellanova

$81.17

$0.15

(0.19%)

premium

0 Buy

8 Hold

0 Sell

Hold

premium

$27.93B

52.92%

MSFT

Microsoft

$417.00

$4.13

(1%)

premium

27 Buy

3 Hold

0 Sell

Strong Buy

premium

$3.07T

9.27%

PARA

Paramount Global Class B

$10.88

$0.21

(1.89%)

premium

3 Buy

7 Hold

4 Sell

Hold

premium

$7.89B

-21.68%

Verizon

$43.15

$0.65

(1.53%)

premium

8 Buy

9 Hold

0 Sell

Moderate Buy

premium

$178.91B

13.79%

MET

Metlife

$86.59

$1.4

(1.64%)

premium

9 Buy

0 Hold

0 Sell

Strong Buy

premium

$58.99B

35.29%

General Dynamics

$281.81

$1.88

(0.67%)

premium

9 Buy

5 Hold

0 Sell

Moderate Buy

premium

$76.97B

13.18%

CSX

$35.78

$0.44

(1.25%)

premium

13 Buy

7 Hold

0 Sell

Moderate Buy

premium

$68.15B

8.57%

IFF

International Flavors & Fragrances

$90.81

$1.03

(1.15%)

premium

11 Buy

3 Hold

0 Sell

Strong Buy

premium

$22.96B

19.72%

The Estée Lauder Companies

$69.93

$3.09

(4.62%)

premium

4 Buy

20 Hold

1 Sell

Hold

premium

$23.99B

-45.49%

KLG

WK Kellogg Co

$18.86

$0.86

(4.78%)

premium

0 Buy

3 Hold

2 Sell

Moderate Sell

premium

$1.55B

52.03%

CSCO

Cisco Systems

$58.55

$0.99

(1.72%)

premium

7 Buy

7 Hold

0 Sell

Moderate Buy

premium

$229.25B

19.72%

KOMP < ETF >

SPDR S&P Kensho New Economies Composite ETF

$53.49

$0.86

(1.63%)

premium

3K Buy

2K Hold

210 Sell

Moderate Buy

premium

$2.11B

26.99%

Chubb

$285.21

$0.1

(0.04%)

premium

7 Buy

6 Hold

1 Sell

Moderate Buy

premium

$114.93B

25.78%

GTLS

Chart Industries

$183.80

$7.72

(4.38%)

premium

11 Buy

3 Hold

0 Sell

Strong Buy

premium

$7.54B

32.64%

O-I Glass

$12.93

$0.08

(0.62%)

premium

5 Buy

3 Hold

1 Sell

Moderate Buy

premium

$1.99B

-13.23%

NVO

Novo Nordisk

$105.06

$2.43

(2.37%)

premium

4 Buy

2 Hold

0 Sell

Moderate Buy

premium

$449.35B

-0.61%

VKTX

Viking Therapeutics

$52.59

$0.96

(1.86%)

premium

12 Buy

0 Hold

0 Sell

Strong Buy

premium

$5.75B

346.63%

Regions Financial

$27.28

$0.54

(2.02%)

premium

10 Buy

5 Hold

1 Sell

Moderate Buy

premium

$24.30B

66.71%