PR
Peter Recchia Portfolio
Invests via 4Wealth Advisors Inc. | Managed by Peter Recchia
Invests via 4Wealth Advisors Inc.
Managed by Peter Recchia
Automatically Tracked
A veteran investor and operator focused on growth-stage software and fintech, Peter Recchia brings experience in corporate development, M&A and strategic partnerships across digital payments and B2B SaaS. He has held senior roles advising venture-backed companies and corporate acquirers, with strengths in deal execution, go-to-market scaling and investor relations. Regularly active with private equity and venture capital ecosystems, he holds graduate and undergraduate business credentials.
A veteran investor and operator focused on growth-stage software and fintech, Peter Recchia brings experience in corporate development, M&A and strategic partnerships across digital payments and B2B SaaS. He has held senior roles advising venture-backed companies and corporate acquirers, with strengths in deal execution, go-to-market scaling and investor relations. Regularly active with private equity and venture capital ecosystems, he holds graduate and undergraduate business credentials.
Investment Philosophy & Strategy
Targets growth-stage software and fintech companies where product-market fit is established and repeatable revenue can be scaled. Investment style favors active, control-oriented growth equity or minority stakes paired with board engagement to drive M&A, strategic partnerships and go-to-market acceleration. Capital allocation emphasizes unit economics improvement, durable customer retention and capital-efficient scaling over short-term exits. Decision-making relies on operational diligence, corporate-development playbooks and networked access to limited partners and acquirers to shorten liquidity pathways.
Targets growth-stage software and fintech companies where product-market fit is established and repeatable revenue can be scaled. Investment style favors active, control-oriented growth equity or minority stakes paired with board engagement to drive M&A, strategic partnerships and go-to-market acceleration. Capital allocation emphasizes unit economics improvement, durable customer retention and capital-efficient scaling over short-term exits. Decision-making relies on operational diligence, corporate-development playbooks and networked access to limited partners and acquirers to shorten liquidity pathways.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
19.19%
Gain +0.23%
Monthly
0.82%
Yearly
10.29%
Drawdown
13.13%
$146.17M
Equity
Holdings
$146.17M
Investment
$134.3M
$18.1M
Profit +$266,190
Realized
$6.24M
Unrealized
$11.86M
Dividends
$4.78M
Goals
Avg. 60% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.23%
Profit
$266,190
Win %
61%
This Week
Compared To Last Week
Gain
0.09%
Profit
$137,745.9
Win %
61%
This Month
Compared to last month
Gain
1.39%
Profit
$2M
Win %
61%
This Year
Compared to last year
Gain
1.02%
Profit
$1.48M
Win %
64%
RMCF Rocky Mountain Chocolate Factory Inc.
+4.43%
+$527.68 
NB NioCorp Developments Ltd.
+3.53%
+$10,367.83 
CLF Cleveland-Cliffs Inc.
+2.55%
+$15,231.54 
LMT Lockheed Martin Corporation
+2.3%
+$7,386.74 
GD General Dynamics Corporation
+1.98%
+$7,306.02 
JPM JPMorgan Chase & Co.
+1.93%
+$8,534.17 
NOC Northrop Grumman Corporation
+1.84%
+$5,605.9 
SLVR Sprott Silver Miners & Physical Silver ETF
+1.77%
+$3,337.2 
OSBC Old Second Bancorp, Inc.
+1.73%
+$7,095 
JBS JBS N.V.
+1.73%
+$7,140.48 
GDX VanEck Gold Miners ETF
+1.69%
+$17,281.36 
TSLA Tesla, Inc.
+1.67%
+$14,834.99 
WFC Wells Fargo & Company
+1.59%
+$4,125.15 
FITB Fifth Third Bancorp
+1.49%
+$16,858.5 
KO The Coca-Cola Company
+1.37%
+$3,723.3 
FLNT Fluent Inc.
+1.32%
+$942.1 
METL Sprott Active Metals & Miners ETF
+1.27%
+$3,397.65 
BA Boeing Company
+1.24%
+$11,073.09 
JNJ Johnson & Johnson
+1.22%
+$21,033.63 
PICK iShares MSCI Global Metals & Mining Producers ETF
+1.18%
+$2,443.98 
PEP PepsiCo, Inc.
+1.14%
+$2,587.12 
XLE Energy Select Sector SPDR Fund
+1.13%
+$5,598 
XLP Consumer Staples Select Sector SPDR Fund
+1.1%
+$8,504.4 
XLU Utilities Select Sector SPDR Fund
+1.09%
+$5,640.64 
BAC Bank of America Corporation
+1.06%
+$2,506.9 
VDC VANGUARD CONSUMER STAPLES ETF
+1.01%
+$4,322.88 
FVD First Trust Value Line Dividend Index Fund
+1%
+$8,730.82 
HD The Home Depot, Inc.
+1%
+$2,153.73 
PPI ASTORIA REAL ASSETS ETF
+0.99%
+$15,082.37 
FNDF Schwab Fundamental International Large Company Index ETF
+0.98%
+$3,746.93 
BRK-B Berkshire Hathaway Inc.
+0.95%
+$9,723.76 
WMT Walmart Inc.
+0.92%
+$13,514.04 
AAPL Apple Inc.
+0.9%
+$28,071.12 
DWM WisdomTree International Equity Fund
+0.86%
+$1,899.9 
CW Curtiss-Wright Corporation
+0.86%
+$4,914.9 
COST Costco Wholesale Corporation
+0.85%
+$2,750.15 
LLY Eli Lilly and Company
+0.84%
+$4,001.4 
MMM 3M Company
+0.8%
+$4,165.56 
V Visa Inc. Class A
+0.8%
+$10,679.64 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
+0.8%
+$13,664.56 
SCHD Schwab U.S. Dividend Equity ETF
+0.79%
+$15,970.62 
XOM Exxon Mobil Corporation
+0.77%
+$1,667.83 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.7%
+$14,992.81 
XLI Industrial Select Sector SPDR Fund
+0.69%
+$6,939.12 
SPDW SPDR Portfolio Developed World ex-US ETF
+0.65%
+$3,635.2 
DIS The Walt Disney Company
+0.64%
+$4,571.22 
VIS Vanguard Industrials ETF
+0.59%
+$1,480.1 
MPRO Monarch ProCap Index ETF
+0.55%
+$31,458.42 
BORR Borr Drilling Ltd.
+0.55%
+$298.4 
CSX CSX Corporation
+0.54%
+$1,795.9 
ABBV AbbVie Inc.
+0.54%
+$2,217.68 
TXN Texas Instruments Inc
+0.52%
+$1,373.95 
RPV Invesco S&P 500 Pure Value ETF
+0.51%
+$4,354.79 
CEF Sprott Physical Gold and Silver Trust
+0.48%
+$3,440.58 
MDYV SPDR S&P 400 Mid Cap Value ETF
+0.47%
+$1,008.95 
LULU lululemon athletica inc.
+0.45%
+$2,058.32 
TUA Simplify Short Term Treasury Futures Strategy ETF
+0.44%
+$1,760.69 
CAT Caterpillar Inc.
+0.43%
+$806.45 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.43%
+$1,067.78 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.41%
+$3,207.88 
CODA Coda Octopus Group Inc.
+0.4%
+$746.76 
SLYV SPDR S&P 600 Small Cap Value ETF
+0.4%
+$3,979.43 
VIG Vanguard Dividend Appreciation ETF
+0.4%
+$2,097.14 
T AT&T Inc.
+0.38%
+$962.46 
JEPI JPMorgan Equity Premium Income Fund
+0.38%
+$18,394.54 
ZTS Zoetis Inc.
+0.36%
+$1,929.76 
IXUS iShares Core International Stock ETF
+0.35%
+$4,873.37 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.33%
+$6,948.84 
GLDM SPDR Gold MiniShares Trust
+0.32%
+$2,847.78 
PTLO Portillo's Inc.
+0.31%
+$1,054.5 
VEU Vanguard FTSE All-World ex-US ETF
+0.29%
+$1,560 
IJR iShares Core S&P Small-Cap ETF
+0.27%
+$2,637.73 
IXJ iShares Global Healthcare ETF
+0.24%
+$545.7 
TLT iShares 20+ Year Treasury Bond ETF
+0.2%
+$4,731.36 
TGT Target Corporation
+0.16%
+$495 
IBTM iShares iBonds Dec 2032 Term Treasury ETF
+0.16%
+$1,090.85 
ABT Abbott Laboratories
+0.15%
+$1,521.94 
GOVT iShares U.S. Treasury Bond ETF
+0.14%
+$2,105.73 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.12%
+$3,510.82 
AGGA Astoria Dynamic Core US Fixed Income ETF
+0.12%
+$604.77 
AGG iShares Core U.S. Aggregate Bond ETF
+0.12%
+$418.83 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
+0.12%
+$3,842.56 
UTWO U.S. Treasury 2-Year Note ETF
+0.12%
+$1,155 
VGSH Vanguard Short-Term Treasury Fund
+0.11%
+$4,101.56 
UTEN US Treasury 10 Year Note ETF
+0.1%
+$273.31 
MCD McDonald's Corporation
+0.08%
+$300.69 
AOR iShares Core 60/40 Balanced Allocation ETF
+0.08%
+$170.34 
PYLD PIMCO Multisector Bond Active ETF
+0.08%
+$585.98 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
+0.08%
+$188.68 
XLV Health Care Select Sector SPDR Fund
+0.07%
+$1,256.58 
VTEB Vanguard Tax-Exempt Bond ETF
+0.06%
+$355.23 
SPDN Direxion Daily S&P 500 Bear 1X Shares
+0.06%
+$555.24 
VITL Vital Farms Inc.
+0.06%
+$255.44 
IJH iShares Core S&P Mid-Cap ETF
+0.04%
+$1,053.16 
PULS PGIM Ultra Short Bond ETF
+0.04%
+$911.48 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.04%
+$672.38 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.02%
+$1,565.8 
JAAA Janus Henderson AAA CLO ETF
+0.02%
+$420.9 
CMG Chipotle Mexican Grill, Inc.
+0.02%
+$50.33 
SLYG SPDR S&P 600 Small Cap Growth ETF
+0.01%
+$38.12 
CGDV Capital Group Dividend Value ETF
+0.01%
+$25.66 
AIS VistaShares Artificial Intelligence Supercycle ETF
0%
$0 STBF
STBF
0%
$0 RCT
RCT
0%
$0 G200
G2004J103
0%
$0 
LOOP Loop Industries Inc.
-5.43%
-$1,060.22 
MU Micron Technology, Inc.
-3.54%
-$10,614.73 
AMD Advanced Micro Devices, Inc.
-2.99%
-$15,113.34 
BHVN Biohaven Ltd.
-2.36%
-$3,735.99 
GLW Corning Incorporated
-2.34%
-$5,025.22 
NFLX Netflix, Inc.
-2.22%
-$17,173.87 
AVGO Broadcom Inc.
-1.85%
-$3,959.03 
META Meta Platforms Inc Class A
-1.71%
-$18,861.71 
AMAT Applied Materials, Inc.
-1.66%
-$5,554.92 
QCOM QUALCOMM Incorporated
-1.64%
-$5,602.14 
GT The Goodyear Tire & Rubber Company
-1.24%
-$5,565.56 
CSCO Cisco Systems, Inc.
-1.19%
-$3,226.53 
GOOGL Alphabet Inc
-1.1%
-$10,858.18 
GOOG Alphabet Inc
-0.99%
-$11,871.05 
BMRN Biomarin Pharmaceutical Inc.
-0.9%
-$2,059.89 
QQQ Invesco QQQ Trust, Series 1
-0.86%
-$12,778.97 
VBK Vanguard Small-Cap Growth ETF
-0.81%
-$8,910 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
-0.67%
-$22,628.69 
CGGR Capital Group Growth ETF
-0.65%
-$1,589.68 
SPEM SPDR Portfolio Emerging Markets ETF
-0.6%
-$3,551.36 
VUG Vanguard Growth ETF
-0.55%
-$5,503.68 
IBAT iShares Energy Storage & Materials ETF
-0.52%
-$1,178.4 
SPYG SPDR Portfolio S&P 500 Growth ETF
-0.49%
-$4,426.78 
AMZN Amazon.com Inc
-0.47%
-$6,913.2 
IBM International Business Machines Corporation
-0.46%
-$1,063.58 
MSFT Microsoft Corp.
-0.46%
-$11,837.72 
NVDA NVIDIA Corporation
-0.34%
-$13,733.66 
MDYG SPDR S&P 400 Mid Cap Growth ETF
-0.33%
-$761.6 
GIS General Mills, Inc.
-0.3%
-$1,927.9 
CRAK VANECK OIL REFINERS ETF
-0.3%
-$902.8 
CEG Constellation Energy Corporation
-0.22%
-$583.8 
MPC Marathon Petroleum Corporation
-0.19%
-$525.08 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.12%
-$1,595.88 
SPY SPDR S&P 500 ETF Trust
-0.1%
-$368.22 
VOO Vanguard S&P 500 ETF
-0.09%
-$15,891.81 
JBBB Janus Henderson B-BBB CLO ETF
-0.09%
-$1,067.84 
IBIT iShares Bitcoin Trust
-0.06%
-$136.53 
IVV iShares Core S&P 500 ETF
-0.06%
-$186.99 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
-0.06%
-$123.86 Events
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Dividends
Dividend Analysis
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No Data
| Trades 1072 | Longs Won 689/1072 64% | Profit Factor 3.55 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $79,640.38 |
| Average Win $36,867.95 | Best Trade (Oct 14) $1.29M | Sharpe Ratio -9.76 |
| Average Loss -$18,681.51 | Worst Trade (Oct 16) -$275,322.81 | Z-Score 1.54 (87.69%) |
| Commissions $0 | Avg. Trade Length 10m 5d | Expectancy $16,888.52 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 7,813 | 7,031 | 6,250 | 5,469 | 4,688 | 3,906 | 3,125 | 2,344 | 1,563 | 781 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 9,114 | $2.28M | $3.15M | - | $861,842.64 | 37.75% | +0.901% |
| ABBV AbbVie Inc. | 1,459 | $278,343.91 | $415,698.28 | - | $137,354.37 | 49.35% | +0.536% |
| ABT Abbott Laboratories | 9,819 | $1.06M | $1.03M | - | -$27,720.48 | -2.62% | +0.148% |
| AGG iShares Core U.S. Aggregate Bond ETF | 3,642 | $352,909.84 | $347,902.05 | - | -$5,007.79 | -1.42% | +0.121% |
| AGGA Astoria Dynamic Core US Fixed Income ETF | 20,159 | $498,621.46 | $493,895.5 | - | -$4,725.96 | -0.95% | +0.123% |
| AIS VistaShares Artificial Intelligence Supercycle ETF | 7,844 | $590,026 | $590,026 | - | - | - | 0.0 |
| AMAT Applied Materials, Inc. | 778 | $122,468.8 | $328,992.86 | - | $206,524.06 | 168.63% | -1.66% |
| AMD Advanced Micro Devices, Inc. | 898 | $92,260.47 | $489,769.2 | - | $397,508.73 | 430.85% | -2.993% |
| AMZN Amazon.com Inc | 5,761 | $1.24M | $1.46M | - | $215,849.23 | 17.34% | -0.471% |
| AOR iShares Core 60/40 Balanced Allocation ETF | 3,097 | $212,921 | $212,779.38 | - | -$141.62 | -0.07% | +0.08% |
| AVGO Broadcom Inc. | 622 | $147,750.21 | $210,214.23 | - | $62,464.02 | 42.28% | -1.849% |
| BA Boeing Company | 4,722 | $923,597.69 | $902,256.15 | - | -$21,341.54 | -2.31% | +1.243% |
| BAC Bank of America Corporation | 4,558 | $201,608.2 | $238,155.5 | - | $36,547.3 | 18.13% | +1.064% |
| BHVN Biohaven Ltd. | 13,837 | $113,422.67 | $154,420.92 | - | $40,998.25 | 36.15% | -2.362% |
| BIL SPDR Bloomberg 1-3 Month T-Bill ETF | 78,290 | $7.17M | $7.17M | - | -$4,878.04 | -0.07% | +0.022% |
| BMRN Biomarin Pharmaceutical Inc. | 4,079 | $240,993.2 | $226,568.05 | - | -$14,425.15 | -5.99% | -0.901% |
| BORR Borr Drilling Ltd. | 11,936 | $42,572.29 | $54,607.2 | - | $12,034.91 | 28.27% | +0.549% |
| BRK-B Berkshire Hathaway Inc. | 1,937 | $931,826.31 | $1.03M | - | $96,139.61 | 10.32% | +0.955% |
| CAT Caterpillar Inc. | 254 | $83,773.22 | $187,659.01 | - | $103,885.79 | 124.01% | +0.432% |
| CEF Sprott Physical Gold and Silver Trust | 17,644 | $538,286.98 | $719,434.1 | - | $181,147.12 | 33.65% | +0.481% |
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FAQ
Which stocks have generated the highest profits for Peter Recchia?
The largest contributions to the portfolio's profits come from the following stocks: Advanced Micro Devices, Inc - $835,166.32, JPMorgan Equity Premium Income Fund - $572,262.11, JPMorgan Nasdaq Equity Premium Income ETF - $550,367.36, Applied Materials, Inc - $449,405.49, and Intel Corporation - $410,282.83. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: Intuit Inc - $416,566.69, Salesforce Inc - $322,123.08, Wolverine World Wide Inc - $269,860.5, Elf Beauty Inc - $238,599.28, and Nike, Inc. - Class B - $236,955.01. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Peter Recchia's portfolio generate?
The portfolio generates substantial dividend income, with a total of $4.78M earned over time. The largest contributors to dividend income include JPMorgan Equity Premium Income Fund - $572,262.11, JPMorgan Nasdaq Equity Premium Income ETF - $550,902.44, Vanguard Intermediate-Term Corporate Bond Fund - $228,456.51, Vanguard Short-Term Treasury Fund - $206,172.94, and Vanguard Short-Term Corporate Bond ETF - $188,239.64. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Peter Recchia's monthly returns?
Peter Recchia's monthly returns look fairly stable overall, although some fluctuations are still visible. The performance pattern suggests a strategy that remains reasonably controlled from month to month, even if it is not completely smooth. This may appeal to users looking for a balance between steadier results and meaningful upside potential.
Can Peter Recchia's strategy be considered aggressive or moderate?
Peter Recchia's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Peter Recchia's strategy?
Peter Recchia's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
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