Salvatore Cocivera Portfolio
Invests via Cora Capital Advisors LLC | Managed by Salvatore J. Cocivera, Justin N. Hewins
Invests via Cora Capital Advisors LLC
Managed by Salvatore J. Cocivera, Justin N. Hewins
Automatically Tracked
Salvatore Cocivera Profile
With a dynamic career in financial management and entrepreneurial ventures, Salvatore Cocivera has established himself as a pivotal figure in the investment landscape. His leadership encompasses diverse operational roles, demonstrating expertise in leveraging technology-driven solutions for asset performance optimization. Recognized for fostering strategic partnerships across various sectors, he brings innovative insights into market dynamics that drive value creation. Cocivera's experience spans numerous startups and established firms alike, highlighting his adaptability and foresight within competitive markets. His approach to business development is underscored by an ability to navigate complex financial environments while promoting sustainable growth.
With a dynamic career in financial management and entrepreneurial ventures, Salvatore Cocivera has established himself as a pivotal figure in the investment landscape. His leadership encompasses diverse operational roles, demonstrating expertise in leveraging technology-driven solutions for asset performance optimization. Recognized for fostering strategic partnerships across various sectors, he brings innovative insights into market dynamics that drive value creation. Cocivera's experience spans numerous startups and established firms alike, highlighting his adaptability and foresight within competitive markets. His approach to business development is underscored by an ability to navigate complex financial environments while promoting sustainable growth.
Investment Philosophy & Strategy
Growth opportunities within emerging sectors motivate investment strategies for Salvatore Cocivera. His entrepreneurial background drives a commitment to identifying innovative technologies that enhance operational efficiencies. By emphasizing long-term partnerships, he cultivates environments where collaborative synergies lead to sustainable advancements. The interplay of market trends and strategic foresight allows him to navigate challenges while pursuing scalable solutions. Drawing on extensive experience across diverse ventures, decision-making tends to reflect an inclination towards transformative investments that promise enduring returns.
Growth opportunities within emerging sectors motivate investment strategies for Salvatore Cocivera. His entrepreneurial background drives a commitment to identifying innovative technologies that enhance operational efficiencies. By emphasizing long-term partnerships, he cultivates environments where collaborative synergies lead to sustainable advancements. The interplay of market trends and strategic foresight allows him to navigate challenges while pursuing scalable solutions. Drawing on extensive experience across diverse ventures, decision-making tends to reflect an inclination towards transformative investments that promise enduring returns.
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:
76.84%
Gain -0.8%
Monthly
1.56%
Yearly
20.35%
Drawdown
20.82%
$362.23M
Equity
Holdings
$362.23M
Investment
$249.97M
$126.59M
Profit -$1.99M
Realized
$14.33M
Unrealized
$112.26M
Dividends
$10.44M
Goals
Avg. 67.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.8%
Profit
-$1.99M
Win %
79%
This Week
Compared To Last Week
Gain
-0.55%
Profit
-$1.99M
Win %
79%
This Month
Compared to last month
Gain
-0.71%
Profit
-$2.6M
Win %
79%
This Year
Compared to last year
Gain
1.77%
Profit
$6.34M
Win %
79%
IHAK iShares Cybersecurity and Tech ETF
+8.2%
+$20,890.22 
OCGN Ocugen Inc.
+3.43%
+$3,122.7 
SBGI Sinclair, Inc.
+3.37%
+$5,840 
GOOGL Alphabet Inc
+3.08%
+$42,313.32 
GOOG Alphabet Inc
+2.97%
+$59,948.69 
META Meta Platforms Inc Class A
+2.91%
+$41,049.34 
IBIT iShares Bitcoin Trust
+2.4%
+$43,656.9 
MSFT Microsoft Corp.
+2.27%
+$107,011.02 
WMT Walmart Inc.
+2.27%
+$7,989.84 
AZN AstraZeneca PLC American Depositary Shares
+2.1%
+$7,140 
LLY Eli Lilly and Company
+2.04%
+$32,234.07 
UPS United Parcel Service, Inc.
+2.01%
+$14,378.36 
MCD McDonald's Corporation
+1.96%
+$5,267.52 
AKRE Akre Focus ETF
+1.84%
+$5,341.35 
ABBV AbbVie Inc.
+1.73%
+$8,351.64 
PM Philip Morris International Inc.
+1.7%
+$3,907.44 
COST Costco Wholesale Corporation
+1.58%
+$4,846.92 
REGN Regeneron Pharmaceuticals, Inc.
+1.55%
+$4,318.28 
VHT Vanguard Health Care ETF
+1.41%
+$53,181.96 
UBER Uber Technologies, Inc.
+1.27%
+$5,155.15 
VDC VANGUARD CONSUMER STAPLES ETF
+1.24%
+$8,124.48 
AMGN Amgen Inc.
+1.18%
+$4,427.74 
AWK American Water Works Company, Inc.
+1.06%
+$2,263.98 
V Visa Inc. Class A
+1.05%
+$14,150.32 
HD The Home Depot, Inc.
+1%
+$8,874.51 
COWZ Pacer US Cash Cows 100 ETF
+0.93%
+$106,088.45 
GCOW Pacer Global Cash Cows Dividend ETF
+0.77%
+$2,338.2 
ITB iShares U.S. Home Construction ETF
+0.73%
+$2,305.55 
USMV iShares MSCI USA Min Vol Factor ETF
+0.63%
+$22,260 
JNJ Johnson & Johnson
+0.58%
+$5,172.96 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
+0.55%
+$9,100.05 
AAPL Apple Inc.
+0.54%
+$60,695.66 
PG Procter & Gamble Co
+0.52%
+$6,395.6 
PFG Principal Financial Group, Inc.
+0.48%
+$1,332.56 
HDV iShares Core High Dividend ETF
+0.46%
+$7,286.09 
MRK Merck & Co., Inc.
+0.44%
+$3,146.27 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.38%
+$999.81 
OPEN Opendoor Technologies Inc.
+0.36%
+$100 
RWL Invesco S&P 500 Revenue ETF
+0.24%
+$1,447.04 
ETHA iShares Ethereum Trust
+0.21%
+$2,152.96 
TJX The TJX Companies, Inc.
+0.12%
+$252.61 
RSP Invesco S&P 500 Equal Weight ETF
+0.09%
+$788.2 
QUAL iShares MSCI USA Quality Factor ETF
+0.06%
+$4,501.98 
AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock
+0.06%
+$158.62 
PAB PGIM Active Aggregate Bond ETF
+0.05%
+$153.21 
IBMO iShares iBonds Dec 2026 Term ETF
+0.02%
+$43.77 
IBMP iShares iBonds Dec 2027 Term Corporate ETF
+0.02%
+$47.5 
JAAA Janus Henderson AAA CLO ETF
+0.02%
+$145.49 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 SEIS
SEIS
0%
$0 SEIE
SEIE
0%
$0 SEEM
SEEM
0%
$0 
GEV GE Vernova Inc.
-8.66%
-$23,294.91 
LRCX Lam Research Corporation
-7.91%
-$11,587.6 
ETN Eaton Corporation plc
-7.5%
-$22,936.1 
ASML ASML Holding N.V. New York Registry Shares
-6.95%
-$12,501.65 
CEG Constellation Energy Corporation
-6.79%
-$39,453.6 
AMAT Applied Materials, Inc.
-6.73%
-$29,193.49 
KLAC KLA Corporation
-6.58%
-$8,684.28 
BAC Bank of America Corporation
-5.3%
-$24,289.12 
INTC Intel Corporation
-5.3%
-$14,575.76 
AVGO Broadcom Inc.
-4.79%
-$41,533.34 
MU Micron Technology, Inc.
-4.76%
-$34,530.93 
GS The Goldman Sachs Group, Inc.
-3.97%
-$8,954.92 
AMD Advanced Micro Devices, Inc.
-3.9%
-$148,133.2 
ARTY iShares Future AI & Tech ETF
-3.54%
-$243,277.05 
EMXC iShares MSCI Emerging Markets ex China ETF
-3.15%
-$697,919.88 
GDX VanEck Gold Miners ETF
-3.09%
-$11,354.99 
NVDA NVIDIA Corporation
-2.85%
-$90,038.65 
TTEQ T. Rowe Price Technology ETF
-2.68%
-$5,455.8 
CGXU Capital Group International Focus Equity ETF
-2.62%
-$8,824.5 
IEMG iShares Core MSCI Emerging Markets ETF
-2.4%
-$6,516.18 
IXN iShares Global Tech ETF
-2.2%
-$4,606.39 
GE General Electric Company
-1.98%
-$5,534.04 
BRK-B Berkshire Hathaway Inc.
-1.8%
-$20,724.2 
JPM JPMorgan Chase & Co.
-1.72%
-$53,098.81 
SLV iShares Silver Trust
-1.69%
-$5,526.22 
CSCO Cisco Systems, Inc.
-1.65%
-$10,112.1 
USXF iShares ESG Aware MSCI USA ETF
-1.57%
-$7,495.23 
CNEQ Alger Concentrated Equity ETF
-1.53%
-$57,171.64 
C Citigroup Inc.
-1.47%
-$5,352.99 
TSLA Tesla, Inc.
-1.4%
-$6,277.12 
GLD SPDR Gold Shares
-1.35%
-$3,311.77 
RTX RTX Corporation
-1.32%
-$7,914.99 
CGGO Capital Group Global Growth Equity ETF
-1.31%
-$3,881.32 
VDE Vanguard Energy ETF
-1.3%
-$11,493.6 
SPCX Space Exploration Technologies Corp. Class A
-1.29%
-$2,342.1 
VPU Vanguard Utilities ETF
-1.28%
-$5,814.9 
VGT Vanguard Information Technology ETF
-1.24%
-$37,506.56 
CMCSA Comcast Corp
-1.23%
-$3,322.27 
AMZN Amazon.com Inc
-1.22%
-$52,092.6 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-1.16%
-$163,516.8 
IXUS iShares Core International Stock ETF
-1.16%
-$2,971 
VWO Vanguard FTSE Emerging Markets ETF
-1.15%
-$8,271.89 
VLUE iShares MSCI USA Value Factor ETF
-1.12%
-$3,098.55 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-1.11%
-$19,372.84 
MTB M&T Bank Corporation
-1.07%
-$13,199.52 
QCOM QUALCOMM Incorporated
-0.99%
-$2,099.6 
EXC Exelon Corporation
-0.9%
-$4,746.3 
XOM Exxon Mobil Corporation
-0.85%
-$13,149.29 
IJH iShares Core S&P Mid-Cap ETF
-0.83%
-$15,125.52 
MDY SPDR S&P MidCap 400 ETF Trust
-0.82%
-$1,777.62 
TY Tri-Continental Corporation
-0.8%
-$3,406.2 
PNC The PNC Financial Services Group, Inc.
-0.77%
-$1,640.53 
VYM Vanguard High Dividend Yield ETF
-0.73%
-$1,699.32 
NEE NextEra Energy, Inc.
-0.69%
-$1,676.94 
EFA iShares MSCI EAFE ETF
-0.65%
-$3,263.03 
IWP iShares Russell Mid-Cap Growth ETF
-0.63%
-$1,635.6 
ED Consolidated Edison, Inc.
-0.58%
-$1,960.44 
QQQ Invesco QQQ Trust, Series 1
-0.56%
-$24,365.22 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.55%
-$1,333.64 
QALT SEI DBi Multi-Strategy Alternative ETF
-0.54%
-$2,240.79 
AOA iShares Core Aggressive Allocation ETF
-0.54%
-$1,391.25 
IJR iShares Core S&P Small-Cap ETF
-0.54%
-$11,474.24 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
-0.5%
-$3,607.45 
VTV Vanguard Value ETF
-0.46%
-$78,470.55 
VO Vanguard Mid-Cap ETF
-0.43%
-$2,059.75 
SMLF iShares U.S. Small-Cap Equity Factor ETF
-0.43%
-$32,831.57 
JPEF JPMorgan Equity Focus ETF
-0.4%
-$6,962.28 
VIG Vanguard Dividend Appreciation ETF
-0.36%
-$25,641.46 
PSFF Pacer Swan SOS Fund of Funds
-0.36%
-$741.37 
SPY SPDR S&P 500 ETF Trust
-0.34%
-$7,033.03 
VOO Vanguard S&P 500 ETF
-0.34%
-$149,371.48 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.32%
-$4,265.1 
IVV iShares Core S&P 500 ETF
-0.32%
-$5,805.63 
LRGF iShares U.S. Equity Factor ETF
-0.32%
-$120,978 
VB Vanguard Small-Cap ETF
-0.32%
-$1,403.39 
XVV iShares ESG Screened S&P 500
-0.32%
-$966.62 
DLN WisdomTree U.S. LargeCap Dividend Fund
-0.31%
-$1,538.84 
CGGR Capital Group Growth ETF
-0.3%
-$8,994.7 
GSIE Goldman Sachs ActiveBeta International Equity ETF
-0.29%
-$2,159.08 
AVUV Avantis U.S. Small Cap Value ETF
-0.28%
-$1,156.05 
QDPL Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
-0.27%
-$2,485.58 
TCAF T. Rowe Price Capital Appreciation Equity ETF
-0.22%
-$76,372.3 
HELO JPMorgan Hedged Equity Laddered Overlay ETF
-0.22%
-$517.5 
IWM iShares Russell 2000 ETF
-0.19%
-$530.84 
BX Blackstone Inc.
-0.19%
-$510.46 
JEPI JPMorgan Equity Premium Income Fund
-0.18%
-$1,484.9 
VUG Vanguard Growth ETF
-0.16%
-$48,526.88 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
-0.12%
-$642.06 
LEND SEI High Yield Bond & Alternative Credit ETF
-0.1%
-$1,573.47 
IVE ISHARES S&P 500 VALUE ETF
-0.1%
-$282.21 
VTEI Vanguard International Tax-Exempt Bond Fund
-0.05%
-$442.08 
PTRB PGIM Total Return Bond ETF
-0.04%
-$102.11 
VTEB Vanguard Tax-Exempt Bond ETF
-0.01%
-$21.34 Events
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Dividends
Dividend Analysis
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| Trades 1289 | Longs Won 975/1289 75% | Profit Factor 24.75 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $588,233.84 |
| Average Win $135,305.43 | Best Trade (Aug 14) $13.47M | Sharpe Ratio -11.09 |
| Average Loss -$16,977.81 | Worst Trade (Mar 31) -$557,545.26 | Z-Score 14.71 (100%) |
| Commissions $0 | Avg. Trade Length 1y 6m 1w 1d | Expectancy $98,209.28 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 21,277 | 19,149 | 17,021 | 14,894 | 12,766 | 10,638 | 8,511 | 6,383 | 4,255 | 2,128 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 33,908 | $4.78M | $11.33M | - | $6.55M | 137.21% | +0.539% |
| ABBV AbbVie Inc. | 1,881 | $330,224.26 | $491,994.36 | - | $161,770.1 | 48.99% | +1.727% |
| AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock | 10,575 | $270,597.24 | $271,830.37 | - | $1,233.13 | 0.46% | +0.058% |
| AKRE Akre Focus ETF | 5,087 | $333,249 | $295,198.61 | - | -$38,050.39 | -11.42% | +1.843% |
| AMAT Applied Materials, Inc. | 950 | $290,640.04 | $404,472 | - | $113,831.96 | 39.17% | -6.732% |
| AMD Advanced Micro Devices, Inc. | 7,357 | $869,705.02 | $3.65M | - | $2.78M | 319.57% | -3.901% |
| AMGN Amgen Inc. | 995 | $264,323.61 | $379,891 | - | $115,567.39 | 43.72% | +1.179% |
| AMZN Amazon.com Inc | 16,590 | $1.83M | $4.21M | - | $2.38M | 129.82% | -1.223% |
| AOA iShares Core Aggressive Allocation ETF | 2,625 | $192,960.92 | $256,803.75 | - | $63,842.83 | 33.09% | -0.539% |
| ARTY iShares Future AI & Tech ETF | 91,115 | $3.55M | $6.63M | - | $3.09M | 87.01% | -3.537% |
| ASML ASML Holding N.V. New York Registry Shares | 106 | $210,881 | $167,518.16 | - | -$43,362.84 | -20.56% | -6.945% |
| AVGO Broadcom Inc. | 2,398 | $746,513.69 | $826,518.66 | - | $80,004.97 | 10.72% | -4.785% |
| AVUV Avantis U.S. Small Cap Value ETF | 3,303 | $244,620.2 | $410,067.45 | - | $165,447.25 | 67.63% | -0.281% |
| AWK American Water Works Company, Inc. | 1,556 | $229,012.58 | $216,509.62 | - | -$12,502.96 | -5.46% | +1.057% |
| AZN AstraZeneca PLC American Depositary Shares | 2,125 | $398,494 | $347,501.25 | - | -$50,992.75 | -12.8% | +2.098% |
| BAC Bank of America Corporation | 7,305 | $280,161.77 | $433,661.32 | - | $153,499.55 | 54.79% | -5.304% |
| BRK-B Berkshire Hathaway Inc. | 2,260 | $855,236.49 | $1.13M | - | $277,475.51 | 32.44% | -1.797% |
| BX Blackstone Inc. | 2,127 | $163,869.98 | $272,830.29 | - | $108,960.31 | 66.49% | -0.187% |
| C Citigroup Inc. | 2,624 | $271,976.92 | $358,910.72 | - | $86,933.8 | 31.96% | -1.47% |
| CEG Constellation Energy Corporation | 2,040 | $531,394.83 | $541,436.4 | - | $10,041.57 | 1.89% | -6.792% |
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FAQ
Which stocks have generated the highest profits for Salvatore Cocivera?
The largest contributions to the portfolio's profits come from the following stocks: Pacer US Cash Cows 100 ETF - $4.32M, iShares U.S. Equity Factor ETF - $2.76M, T. Rowe Price Capital Appreciation Equity ETF - $1.49M, BITQ - $958,670.34, and Pacer US Small Cap Cash Cows 100 ETF - $908,838.08. 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: Vanguard Energy ETF - $352,477.67, CVS Health Corporation - $232,849.33, iShares Global Clean Energy ETF - $208,754.5, iShares MSCI Mexico ETF - $207,105.87, and United Parcel Service, Inc - $135,586.24. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Salvatore Cocivera's portfolio generate?
The portfolio generates substantial dividend income, with a total of $10.44M earned over time. The largest contributors to dividend income include iShares U.S. Equity Factor ETF - $1.21M, Pacer US Cash Cows 100 ETF - $1.11M, Vanguard Value ETF - $665,715.16, iShares MSCI Emerging Markets ex China ETF - $382,559.41, and iShares Core High Dividend ETF - $301,880.9. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Salvatore Cocivera's monthly returns?
Salvatore Cocivera's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Salvatore Cocivera's strategy be considered aggressive or moderate?
Salvatore Cocivera's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Salvatore Cocivera's strategy?
Salvatore Cocivera's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
