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:
20.89%
Gain +0.11%
Monthly
0.95%
Yearly
12.06%
Drawdown
13.13%
$133.76M
Equity
Holdings
$133.76M
Investment
$117.91M
$19.63M
Profit +$149,389.58
Realized
$3.77M
Unrealized
$15.85M
Dividends
$4.29M
Goals
Avg. 75% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.11%
Profit
$149,389.58
Win %
66%
This Week
Compared To Last Week
Gain
0.11%
Profit
$149,389.58
Win %
66%
This Month
Compared to last month
Gain
2.15%
Profit
$2.81M
Win %
66%
This Year
Compared to last year
Gain
2.5%
Profit
$3.26M
Win %
67%
AMZN Amazon.com Inc
+15.32%
+$280,088.96 
GOOG Alphabet Inc
+6.88%
+$107,109.11 
GOOGL Alphabet Inc
+6.73%
+$63,342.93 
META Meta Platforms Inc Class A
+3.28%
+$46,021.02 
MSFT Microsoft Corp.
+3.02%
+$91,117.73 
NVDA NVIDIA Corporation
+2.93%
+$114,377.15 
P Everpure Inc.
+2.81%
+$6,673.94 
CVX Chevron Corporation
+2.35%
+$7,891.92 
GLW Corning Incorporated
+2.24%
+$4,611.66 
CSCO Cisco Systems, Inc.
+2.14%
+$16,127.91 
PSA Public Storage Common Stock
+2.12%
+$5,832.96 
CRM Salesforce Inc
+1.83%
+$9,440.1 
ORCL Oracle Corporation
+1.81%
+$6,673.59 
VITL Vital Farms Inc.
+1.76%
+$11,231.66 
ZTS Zoetis Inc.
+1.66%
+$4,798.08 
SPYG SPDR Portfolio S&P 500 Growth ETF
+1.45%
+$11,965.55 
COP ConocoPhillips
+1.22%
+$3,494.5 
WFC Wells Fargo & Company
+1.19%
+$3,199.74 
AMAT Applied Materials, Inc.
+1.18%
+$4,613.82 
VUG Vanguard Growth ETF
+1.1%
+$9,589.23 
NOW ServiceNow, Inc.
+1.05%
+$5,936.88 
CW Curtiss-Wright Corporation
+1.02%
+$8,389.65 
BORR Borr Drilling Ltd.
+1%
+$477.44 
XLE Energy Select Sector SPDR Fund
+1%
+$4,028.52 
UNP Union Pacific Corporation
+0.92%
+$4,213.28 
IBM International Business Machines Corporation
+0.86%
+$4,941.12 
MCD McDonald's Corporation
+0.82%
+$7,759.44 
XLI Industrial Select Sector SPDR Fund
+0.81%
+$7,864.8 
AAXJ iShares MSCI All Country Asia ex Japan ETF
+0.8%
+$1,731.84 
SPEM SPDR Portfolio Emerging Markets ETF
+0.77%
+$4,077.45 
ELF Elf Beauty Inc.
+0.77%
+$5,341.14 
TSLA Tesla, Inc.
+0.76%
+$7,162.54 
TDV ProShares S&P Technology Dividend Aristocrats ETF
+0.75%
+$3,150.92 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$2,712.73 
VIS Vanguard Industrials ETF
+0.72%
+$1,589.15 
VOO Vanguard S&P 500 ETF
+0.71%
+$17,258 
CAT Caterpillar Inc.
+0.7%
+$3,339.62 
IVV iShares Core S&P 500 ETF
+0.69%
+$1,935.36 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.68%
+$8,227.55 
CGGR Capital Group Growth ETF
+0.65%
+$1,457.54 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$8,786.76 
CGDV Capital Group Dividend Value ETF
+0.63%
+$1,578.52 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+0.57%
+$17,705.16 
PPI ASTORIA REAL ASSETS ETF
+0.55%
+$8,312.24 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.54%
+$2,076.59 
PFE Pfizer Inc.
+0.4%
+$1,601.7 
AVGO Broadcom Inc.
+0.37%
+$2,885.76 
PG Procter & Gamble Co
+0.37%
+$822.56 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$5,600.46 
BAC Bank of America Corporation
+0.36%
+$1,050.06 
JEPI JPMorgan Equity Premium Income Fund
+0.33%
+$15,298.99 
GD General Dynamics Corporation
+0.32%
+$1,337.12 
JPM JPMorgan Chase & Co.
+0.27%
+$2,641.4 
SO The Southern Company
+0.21%
+$955.6 
JNJ Johnson & Johnson
+0.21%
+$4,383.63 
INTU Intuit Inc.
+0.18%
+$778.63 
T AT&T Inc.
+0.17%
+$427.64 
SLYV SPDR S&P 600 Small Cap Value ETF
+0.14%
+$1,324.8 
MMM 3M Company
+0.12%
+$660.22 
WMT Walmart Inc.
+0.09%
+$1,385.73 
ABT Abbott Laboratories
+0.09%
+$856.8 
IBAT iShares Energy Storage & Materials ETF
+0.03%
+$70.95 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.03%
+$1,977.27 
DIS The Walt Disney Company
+0.03%
+$81.12 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.02%
+$371.9 
LOOP Loop Industries Inc.
0%
$0 RCT
RCT
0%
$0 G200
G2004J103
0%
$0 
AAPL Apple Inc.
-7.35%
-$266,900.2 
MU Micron Technology, Inc.
-5.9%
-$16,624.84 
GDX VanEck Gold Miners ETF
-3.49%
-$35,510.03 
IBIT iShares Bitcoin Trust
-2.89%
-$12,536.62 
QCOM QUALCOMM Incorporated
-2.63%
-$16,881.73 
ABBV AbbVie Inc.
-2.51%
-$21,066.32 
RMCF Rocky Mountain Chocolate Factory Inc.
-2.33%
-$304.5 
BHVN Biohaven Ltd.
-2.31%
-$4,650.24 
BA Boeing Company
-2.15%
-$20,368 
CEF Sprott Physical Gold and Silver Trust
-2.1%
-$15,221.17 
FLNT Fluent Inc.
-2.01%
-$1,884.19 
NFLX Netflix, Inc.
-2%
-$6,664.9 
AMD Advanced Micro Devices, Inc.
-1.9%
-$14,599.23 
JBS JBS N.V.
-1.89%
-$7,659.9 
GIS General Mills, Inc.
-1.84%
-$12,666.35 
GT The Goodyear Tire & Rubber Company
-1.84%
-$13,180.31 
UNH UnitedHealth Group Incorporated
-1.68%
-$7,501.28 
METL Sprott Active Metals & Miners ETF
-1.47%
-$3,897.72 
GLDM SPDR Gold MiniShares Trust
-1.46%
-$13,225.66 
NKE Nike, Inc. - Class B
-1.37%
-$6,933.32 
NEE NextEra Energy, Inc.
-1.15%
-$4,690.44 
TXN Texas Instruments Inc
-1.08%
-$2,829.76 
PTLO Portillo's Inc.
-1.08%
-$4,291.55 
NB NioCorp Developments Ltd.
-1.05%
-$3,138.75 
CRAK VANECK OIL REFINERS ETF
-1.04%
-$3,280.48 
KO The Coca-Cola Company
-1.02%
-$2,653.2 
VMC Vulcan Materials Company
-0.98%
-$3,406.89 
XOM Exxon Mobil Corporation
-0.97%
-$4,300.83 
CLF Cleveland-Cliffs Inc.
-0.95%
-$2,531.32 
BMRN Biomarin Pharmaceutical Inc.
-0.92%
-$2,187.36 
SPDN Direxion Daily S&P 500 Bear 1X Shares
-0.8%
-$5,614.84 
MA Mastercard Incorporated
-0.74%
-$3,544.5 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.71%
-$3,978.35 
XLU Utilities Select Sector SPDR Fund
-0.69%
-$3,298.71 
TLT iShares 20+ Year Treasury Bond ETF
-0.66%
-$11,707.3 
GS The Goldman Sachs Group, Inc.
-0.63%
-$4,147.19 
XLV Health Care Select Sector SPDR Fund
-0.59%
-$8,867.74 
LLY Eli Lilly and Company
-0.53%
-$4,100.97 
LULU lululemon athletica inc.
-0.51%
-$2,790.14 
CODA Coda Octopus Group Inc.
-0.49%
-$621.7 
XLP Consumer Staples Select Sector SPDR Fund
-0.49%
-$3,382.24 
SPG Simon Property Group, Inc.
-0.46%
-$1,509.77 
PEP PepsiCo, Inc.
-0.46%
-$3,498.88 
COO The Cooper Companies, Inc.
-0.45%
-$1,586.97 
TRV The Travelers Companies, Inc.
-0.43%
-$2,506.94 
HD The Home Depot, Inc.
-0.42%
-$3,340.22 
MPRO Monarch ProCap Index ETF
-0.38%
-$20,101.28 
FDX FedEx Corporation
-0.37%
-$1,542.15 
RPV Invesco S&P 500 Pure Value ETF
-0.36%
-$2,720.61 
JBBB Janus Henderson B-BBB CLO ETF
-0.34%
-$4,129.6 
JAAA Janus Henderson AAA CLO ETF
-0.34%
-$6,365.48 
TUA Simplify Short Term Treasury Futures Strategy ETF
-0.32%
-$1,368.96 
CEG Constellation Energy Corporation
-0.31%
-$782.46 
PULS PGIM Ultra Short Bond ETF
-0.3%
-$6,172.2 
DWM WisdomTree International Equity Fund
-0.29%
-$675.18 
AGGA Astoria Dynamic Core US Fixed Income ETF
-0.28%
-$588.23 
VBK Vanguard Small-Cap Growth ETF
-0.27%
-$2,844.67 
GOVT iShares U.S. Treasury Bond ETF
-0.27%
-$4,217.94 
SLYG SPDR S&P 600 Small Cap Growth ETF
-0.26%
-$716.4 
AGG iShares Core U.S. Aggregate Bond ETF
-0.26%
-$910.5 
COST Costco Wholesale Corporation
-0.24%
-$713.63 
MDYV SPDR S&P 400 Mid Cap Value ETF
-0.22%
-$456.33 
VEU Vanguard FTSE All-World ex-US ETF
-0.22%
-$964.25 
IBTM iShares iBonds Dec 2032 Term Treasury ETF
-0.2%
-$1,213.76 
OSBC Old Second Bancorp, Inc.
-0.2%
-$915 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.2%
-$500.16 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
-0.19%
-$3,004.05 
PYLD PIMCO Multisector Bond Active ETF
-0.19%
-$1,114.75 
FVD First Trust Value Line Dividend Index Fund
-0.18%
-$1,462.41 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.16%
-$1,224.59 
FITB Fifth Third Bancorp
-0.16%
-$1,880.1 
IXUS iShares Core International Stock ETF
-0.15%
-$2,014.04 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.15%
-$4,488.96 
IJH iShares Core S&P Mid-Cap ETF
-0.11%
-$464.56 
VTEB Vanguard Tax-Exempt Bond ETF
-0.1%
-$590.1 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
-0.09%
-$228.93 
MDYG SPDR S&P 400 Mid Cap Growth ETF
-0.08%
-$180.18 
UTWO U.S. Treasury 2-Year Note ETF
-0.07%
-$725.65 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.06%
-$1,697 
VGSH Vanguard Short-Term Treasury Fund
-0.05%
-$1,709.93 
V Visa Inc. Class A
-0.04%
-$589.64 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$131.85 
TGT Target Corporation
-0.01%
-$72.65 Events
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Dividends
Dividend Analysis
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| Trades 935 | Longs Won 632/935 67% | Profit Factor 4.52 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $91,012.67 |
| Average Win $39,974.49 | Best Trade (Aug 28) $1.53M | Sharpe Ratio -10.66 |
| Average Loss -$18,442.88 | Worst Trade (Mar 30) -$273,155.5 | Z-Score 7.91 (100%) |
| Commissions $0 | Avg. Trade Length 9m 3w 5d | Expectancy $20,990.19 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 7,246 | 6,522 | 5,797 | 5,072 | 4,348 | 3,623 | 2,899 | 2,174 | 1,449 | 725 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 10,885 | $2.73M | $3.36M | - | $635,779.15 | 23.32% | -7.354% |
| AAXJ iShares MSCI All Country Asia ex Japan ETF | 1,968 | $231,181 | $217,896.96 | - | -$13,284.04 | -5.75% | +0.801% |
| ABBV AbbVie Inc. | 3,256 | $597,659.31 | $817,060.64 | - | $219,401.33 | 36.71% | -2.513% |
| ABT Abbott Laboratories | 9,520 | $1.03M | $1.01M | - | -$20,646.56 | -2.01% | +0.085% |
| AGG iShares Core U.S. Aggregate Bond ETF | 3,642 | $352,909.84 | $354,621.54 | - | $1,711.7 | 0.49% | -0.256% |
| AGGA Astoria Dynamic Core US Fixed Income ETF | 8,525 | $214,702 | $211,940.02 | - | -$2,761.98 | -1.29% | -0.277% |
| AMAT Applied Materials, Inc. | 782 | $123,119.35 | $396,997.95 | - | $273,878.6 | 222.45% | +1.176% |
| AMD Advanced Micro Devices, Inc. | 1,580 | $162,329.11 | $752,316.98 | - | $589,987.87 | 363.45% | -1.904% |
| AMZN Amazon.com Inc | 7,763 | $1.68M | $2.11M | - | $424,146.79 | 25.18% | +15.321% |
| AVGO Broadcom Inc. | 2,004 | $468,144.05 | $780,117.12 | - | $311,973.07 | 66.64% | +0.371% |
| BA Boeing Company | 4,279 | $840,455.44 | $924,863.06 | - | $84,407.62 | 10.04% | -2.155% |
| BAC Bank of America Corporation | 4,773 | $211,057.09 | $295,687.35 | - | $84,630.26 | 40.1% | +0.356% |
| BHVN Biohaven Ltd. | 14,532 | $119,045.19 | $196,182 | - | $77,136.81 | 64.8% | -2.315% |
| BIL SPDR Bloomberg 1-3 Month T-Bill ETF | 65,909 | $6.04M | $6.04M | - | $4,152.68 | 0.07% | +0.033% |
| BMRN Biomarin Pharmaceutical Inc. | 3,906 | $230,635.67 | $234,438.12 | - | $3,802.45 | 1.65% | -0.924% |
| BORR Borr Drilling Ltd. | 11,936 | $42,572.29 | $48,102.08 | - | $5,529.79 | 12.99% | +1.003% |
| BRK-B Berkshire Hathaway Inc. | 3,011 | $1.42M | $1.54M | - | $121,697.55 | 8.58% | +0.365% |
| CAT Caterpillar Inc. | 589 | $203,015.23 | $479,923.09 | - | $276,907.86 | 136.4% | +0.701% |
| CEF Sprott Physical Gold and Silver Trust | 17,699 | $539,593.78 | $708,136.96 | - | $168,543.18 | 31.24% | -2.104% |
| CEG Constellation Energy Corporation | 966 | $311,681 | $253,816.5 | - | -$57,864.5 | -18.57% | -0.307% |
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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: JPMorgan Equity Premium Income Fund - $542,355, JPMorgan Nasdaq Equity Premium Income ETF - $513,747.19, Advanced Micro Devices, Inc - $490,872.12, Applied Materials, Inc - $447,593.44, 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: Wolverine World Wide Inc - $269,860.5, Elf Beauty Inc - $267,671.57, Borr Drilling Ltd - $147,806.75, Rocky Mountain Chocolate Factory Inc - $96,016.62, and Climb Global Solutions Inc - $93,433.28. 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 $4.29M earned over time. The largest contributors to dividend income include JPMorgan Equity Premium Income Fund - $542,355, JPMorgan Nasdaq Equity Premium Income ETF - $514,282.27, Vanguard Intermediate-Term Corporate Bond Fund - $201,981.73, Vanguard Short-Term Treasury Fund - $185,061.87, and Vanguard Short-Term Corporate Bond ETF - $167,032.53. 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.
