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:
17.28%
Gain -0.22%
Monthly
0.86%
Yearly
10.86%
Drawdown
12.59%
$125.14M
Equity
Holdings
$125.14M
Investment
$112.28M
$16.23M
Profit -$238,575.39
Realized
$3.18M
Unrealized
$13.04M
Dividends
$4.12M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.22%
Profit
-$238,575.39
Win %
62%
This Week
Compared To Last Week
Gain
-0.53%
Profit
-$667,349.01
Win %
62%
This Month
Compared to last month
Gain
0.12%
Profit
$155,555.62
Win %
62%
This Year
Compared to last year
Gain
6.37%
Profit
$7.5M
Win %
64%
TRV The Travelers Companies, Inc.
+9.27%
+$47,527.58 
BHVN Biohaven Ltd.
+8.89%
+$18,038.16 
VITL Vital Farms Inc.
+2.81%
+$18,305.38 
GT The Goodyear Tire & Rubber Company
+2.75%
+$19,281.01 
FLNT Fluent Inc.
+2.19%
+$1,778.96 
CSCO Cisco Systems, Inc.
+2.08%
+$17,214 
CVX Chevron Corporation
+1.9%
+$7,472.5 
ABT Abbott Laboratories
+1.86%
+$13,978.48 
ORCL Oracle Corporation
+1.75%
+$6,165.04 
COP ConocoPhillips
+1.66%
+$5,903.59 
JNJ Johnson & Johnson
+1.25%
+$27,062.07 
CEF Sprott Physical Gold and Silver Trust
+1.21%
+$8,248.06 
XLE Energy Select Sector SPDR Fund
+1.18%
+$10,465.4 
CRAK VANECK OIL REFINERS ETF
+1.12%
+$3,042 
SPDN Direxion Daily S&P 500 Bear 1X Shares
+1.04%
+$7,267.14 
XOM Exxon Mobil Corporation
+0.99%
+$4,795.2 
IAU iShares Gold Trust
+0.94%
+$2,659.3 
GLDM SPDR Gold MiniShares Trust
+0.92%
+$6,878.16 
ADBE Adobe Inc.
+0.84%
+$2,474.99 
LLY Eli Lilly and Company
+0.81%
+$6,314.06 
UNP Union Pacific Corporation
+0.76%
+$3,500.32 
QCOM QUALCOMM Incorporated
+0.68%
+$6,222.24 
UNH UnitedHealth Group Incorporated
+0.65%
+$2,783.84 
TLT iShares 20+ Year Treasury Bond ETF
+0.37%
+$6,141.72 
CAT Caterpillar Inc.
+0.35%
+$1,884.69 
SLVR Sprott Silver Miners & Physical Silver ETF
+0.29%
+$497.47 
CEG Constellation Energy Corporation
+0.26%
+$627.9 
PPI ASTORIA REAL ASSETS ETF
+0.24%
+$3,404.59 
AAPL Apple Inc.
+0.14%
+$5,312.64 
GOVT iShares U.S. Treasury Bond ETF
+0.13%
+$2,169.96 
SPG Simon Property Group, Inc.
+0.1%
+$307.56 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
+0.09%
+$2,436.77 
RPV Invesco S&P 500 Pure Value ETF
+0.09%
+$574.59 
AGG iShares Core U.S. Aggregate Bond ETF
+0.07%
+$269.57 
PULS PGIM Ultra Short Bond ETF
+0.06%
+$1,235.16 
IBTM iShares iBonds Dec 2032 Term Treasury ETF
+0.04%
+$243.25 
ABBV AbbVie Inc.
+0.04%
+$326.13 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.03%
+$1,291.86 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.03%
+$548.4 
JAAA Janus Henderson AAA CLO ETF
+0.02%
+$356.33 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.01%
+$336.57 
JBBB Janus Henderson B-BBB CLO ETF
0%
$0 
RCT
0%
$0 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
0%
$0 
VGSH Vanguard Short-Term Treasury Fund
0%
$0 
NFLX Netflix, Inc.
-7.38%
-$35,619.77 
AMAT Applied Materials, Inc.
-5.59%
-$24,476.51 
KO The Coca-Cola Company
-3.95%
-$9,833.5 
IBM International Business Machines Corporation
-2.91%
-$17,090.74 
META Meta Platforms Inc Class A
-2.79%
-$37,928.88 
GS The Goldman Sachs Group, Inc.
-2.68%
-$18,649.95 
TSLA Tesla, Inc.
-2.65%
-$27,345.68 
HD The Home Depot, Inc.
-2.61%
-$19,663.71 
CLF Cleveland-Cliffs Inc.
-2.52%
-$5,479.68 
NB NioCorp Developments Ltd.
-2.52%
-$7,589.23 
NVDA NVIDIA Corporation
-2.29%
-$95,333.08 
FITB Fifth Third Bancorp
-2.27%
-$27,974.7 
GOOGL Alphabet Inc
-2.21%
-$22,328.29 
GOOG Alphabet Inc
-2.17%
-$37,127.32 
MCD McDonald's Corporation
-2.11%
-$20,038.97 
LULU lululemon athletica inc.
-2.09%
-$11,058.77 
DIS The Walt Disney Company
-2.06%
-$5,479.65 
PSA Public Storage Common Stock
-1.95%
-$8,242 
COO The Cooper Companies, Inc.
-1.89%
-$6,505.31 
NKE Nike, Inc. - Class B
-1.83%
-$7,644.7 
MSFT Microsoft Corp.
-1.83%
-$44,031.43 
RMCF Rocky Mountain Chocolate Factory Inc.
-1.83%
-$290.43 
V Visa Inc. Class A
-1.79%
-$26,570.65 
VMC Vulcan Materials Company
-1.77%
-$6,544.59 
CCL Carnival Corporation Ltd.
-1.68%
-$5,227.65 
SPEM SPDR Portfolio Emerging Markets ETF
-1.67%
-$8,939.44 
FDX FedEx Corporation
-1.66%
-$7,194.41 
PEP PepsiCo, Inc.
-1.65%
-$12,427.42 
IBAT iShares Energy Storage & Materials ETF
-1.56%
-$4,028.59 
QQQ Invesco QQQ Trust, Series 1
-1.5%
-$18,567.47 
VUG Vanguard Growth ETF
-1.46%
-$13,078.8 
MA Mastercard Incorporated
-1.44%
-$7,455.66 
SPYG SPDR Portfolio S&P 500 Growth ETF
-1.43%
-$12,190.98 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
-1.27%
-$39,821.25 
LOOP Loop Industries Inc.
-1.26%
-$285.18 
INTU Intuit Inc.
-1.25%
-$5,031.58 
MMM 3M Company
-1.18%
-$5,989.76 
EXC Exelon Corporation
-1.11%
-$2,188.68 
CRM Salesforce Inc
-1.09%
-$5,460.21 
AMD Advanced Micro Devices, Inc.
-1.09%
-$11,734.08 
JBS JBS N.V.
-1.08%
-$6,895.07 
ELF Elf Beauty Inc.
-1.07%
-$5,629.6 
CW Curtiss-Wright Corporation
-1.06%
-$9,310.04 
AMZN Amazon.com Inc
-1.05%
-$21,518.74 
IVV iShares Core S&P 500 ETF
-1.03%
-$2,937.04 
VOO Vanguard S&P 500 ETF
-1.02%
-$23,511.57 
PG Procter & Gamble Co
-1.01%
-$6,935.49 
SPY SPDR S&P 500 ETF Trust
-1.01%
-$4,304.45 
SPYM State Street SPDR Portfolio S&P 500 ETF
-1.01%
-$12,427.96 
OSBC Old Second Bancorp, Inc.
-1%
-$4,476 
CGDV Capital Group Dividend Value ETF
-0.98%
-$2,484.17 
AVGO Broadcom Inc.
-0.96%
-$8,025.05 
T AT&T Inc.
-0.8%
-$1,871.45 
SO The Southern Company
-0.79%
-$3,595.56 
VEU Vanguard FTSE All-World ex-US ETF
-0.79%
-$3,097.25 
SLYV SPDR S&P 600 Small Cap Value ETF
-0.79%
-$7,883.94 
IXUS iShares Core International Stock ETF
-0.79%
-$10,068.44 
IJR iShares Core S&P Small-Cap ETF
-0.78%
-$3,646.67 
DIA SPDR Dow Jones Industrial Average ETF Trust
-0.78%
-$2,511.28 
JEPI JPMorgan Equity Premium Income Fund
-0.76%
-$34,206.93 
BORR Borr Drilling Ltd.
-0.72%
-$373.08 
XLP Consumer Staples Select Sector SPDR Fund
-0.71%
-$4,676.26 
XLU Utilities Select Sector SPDR Fund
-0.7%
-$3,672 
BMRN Biomarin Pharmaceutical Inc.
-0.68%
-$1,590.8 
TDV ProShares S&P Technology Dividend Aristocrats ETF
-0.67%
-$2,829.85 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.67%
-$1,794.16 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
-0.66%
-$9,904.32 
WMT Walmart Inc.
-0.64%
-$10,229.76 
PTLO Portillo's Inc.
-0.64%
-$2,475.78 
NEE NextEra Energy, Inc.
-0.63%
-$2,603.44 
WFC Wells Fargo & Company
-0.62%
-$1,727 
IJH iShares Core S&P Mid-Cap ETF
-0.6%
-$2,552.54 
SLYG SPDR S&P 600 Small Cap Growth ETF
-0.59%
-$1,635.4 
HON Honeywell International Inc.
-0.57%
-$1,719.9 
JPM JPMorgan Chase & Co.
-0.57%
-$4,654.98 
DWM WisdomTree International Equity Fund
-0.52%
-$1,185.8 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.51%
-$2,747.62 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.51%
-$3,932.8 
FVD First Trust Value Line Dividend Index Fund
-0.5%
-$3,925 
COST Costco Wholesale Corporation
-0.5%
-$1,477.37 
VBK Vanguard Small-Cap Growth ETF
-0.45%
-$4,918.65 
BRK-B Berkshire Hathaway Inc.
-0.45%
-$6,320.6 
TGT Target Corporation
-0.44%
-$1,177.4 
XLV Health Care Select Sector SPDR Fund
-0.43%
-$5,913.3 
XLI Industrial Select Sector SPDR Fund
-0.39%
-$3,632.95 
PFE Pfizer Inc.
-0.36%
-$1,486.46 
BAC Bank of America Corporation
-0.33%
-$960.63 
TMUS T-Mobile US, Inc.
-0.21%
-$1,150.08 
METL Sprott Active Metals & Miners ETF
-0.21%
-$546.99 
MPRO Monarch ProCap Index ETF
-0.19%
-$9,768.42 
TUA Simplify Short Term Treasury Futures Strategy ETF
-0.15%
-$674.13 
GDX VanEck Gold Miners ETF
-0.13%
-$1,019.07 
IBIT iShares Bitcoin Trust
-0.11%
-$502.6 
BA Boeing Company
-0.11%
-$967.38 
VTEB Vanguard Tax-Exempt Bond ETF
-0.08%
-$472.48 
GD General Dynamics Corporation
-0.06%
-$229.76 
UTWO U.S. Treasury 2-Year Note ETF
-0.02%
-$306.5 Events
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Dividends
Dividend Analysis
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| Trades 787 | Longs Won 508/787 64% | Profit Factor 4.14 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $91,009.88 |
| Average Win $42,177.21 | Best Trade (Jul 18) $1.12M | Sharpe Ratio -9.49 |
| Average Loss -$18,548.45 | Worst Trade (Jun 29) -$267,671.57 | Z-Score 2.83 (99.54%) |
| Commissions $0 | Avg. Trade Length 9m 2w 1d | Expectancy $20,618.41 |
| 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 | 6,757 | 6,081 | 5,405 | 4,730 | 4,054 | 3,378 | 2,703 | 2,027 | 1,351 | 676 |
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Returns
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Option values are updated at end of day.
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Option values are updated at end of day.
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