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:
63.93%
Gain +1.54%
Monthly
1.47%
Yearly
19.19%
Drawdown
20.81%
$349.29M
Equity
Holdings
$349.29M
Investment
$249.97M
$113.28M
Profit +$3.7M
Realized
$13.96M
Unrealized
$99.32M
Dividends
$10.27M
Goals
Avg. 45.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1.54%
Profit
$3.7M
Win %
76%
This Week
Compared To Last Week
Gain
-0.42%
Profit
-$1.48M
Win %
76%
This Month
Compared to last month
Gain
-1.84%
Profit
-$6.53M
Win %
76%
This Year
Compared to last year
Gain
-1.87%
Profit
-$6.6M
Win %
77%
BX Blackstone Inc.
+4.42%
+$11,698.5 
AAPL Apple Inc.
+3.53%
+$385,194.88 
ITB iShares U.S. Home Construction ETF
+2.7%
+$9,044.84 
HD The Home Depot, Inc.
+2.55%
+$23,751.5 
AKRE Akre Focus ETF
+2.34%
+$6,358.75 
PFG Principal Financial Group, Inc.
+1.94%
+$4,994.08 
COWZ Pacer US Cash Cows 100 ETF
+1.92%
+$199,119.86 
RTX RTX Corporation
+1.74%
+$10,966.2 
CMCSA Comcast Corp
+1.71%
+$4,018.87 
JNJ Johnson & Johnson
+1.59%
+$13,963.53 
IHAK iShares Cybersecurity and Tech ETF
+1.5%
+$3,671.86 
MTB M&T Bank Corporation
+1.48%
+$18,643.73 
GE General Electric Company
+1.35%
+$4,077.27 
BAC Bank of America Corporation
+1.26%
+$5,624.84 
CSCO Cisco Systems, Inc.
+1.25%
+$7,707.06 
HDV iShares Core High Dividend ETF
+1.23%
+$18,889.85 
AMGN Amgen Inc.
+1.22%
+$4,517.31 
V Visa Inc. Class A
+1.18%
+$15,098.51 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
+1.14%
+$18,787.2 
VDC VANGUARD CONSUMER STAPLES ETF
+1.04%
+$6,843.23 
GCOW Pacer Global Cash Cows Dividend ETF
+1.02%
+$2,987.7 
SLV iShares Silver Trust
+1.02%
+$2,988.66 
WMT Walmart Inc.
+0.99%
+$3,518.16 
PM Philip Morris International Inc.
+0.98%
+$2,267.28 
COST Costco Wholesale Corporation
+0.97%
+$3,031.87 
ABBV AbbVie Inc.
+0.95%
+$4,589.6 
JPM JPMorgan Chase & Co.
+0.95%
+$28,624.88 
IVE ISHARES S&P 500 VALUE ETF
+0.9%
+$2,527.62 
SBGI Sinclair, Inc.
+0.9%
+$1,495.2 
USMV iShares MSCI USA Min Vol Factor ETF
+0.87%
+$29,917.44 
LLY Eli Lilly and Company
+0.86%
+$14,427.24 
BRK-B Berkshire Hathaway Inc.
+0.83%
+$9,220.8 
RSP Invesco S&P 500 Equal Weight ETF
+0.78%
+$6,502.69 
MCD McDonald's Corporation
+0.75%
+$2,081.54 
RWL Invesco S&P 500 Revenue ETF
+0.74%
+$4,295.9 
PNC The PNC Financial Services Group, Inc.
+0.69%
+$1,501.66 
JEPI JPMorgan Equity Premium Income Fund
+0.67%
+$5,642.62 
GOOGL Alphabet Inc
+0.65%
+$8,308.61 
REGN Regeneron Pharmaceuticals, Inc.
+0.63%
+$1,459.61 
UPS United Parcel Service, Inc.
+0.6%
+$4,911.43 
VIG Vanguard Dividend Appreciation ETF
+0.59%
+$41,742.1 
VYM Vanguard High Dividend Yield ETF
+0.59%
+$1,356.6 
AZN AstraZeneca PLC American Depositary Shares
+0.59%
+$2,103.73 
DLN WisdomTree U.S. LargeCap Dividend Fund
+0.58%
+$2,829.48 
VHT Vanguard Health Care ETF
+0.58%
+$21,370 
EXC Exelon Corporation
+0.53%
+$3,042.5 
VTV Vanguard Value ETF
+0.53%
+$88,374.9 
EFA iShares MSCI EAFE ETF
+0.5%
+$2,394.45 
TJX The TJX Companies, Inc.
+0.48%
+$1,246.16 
GSIE Goldman Sachs ActiveBeta International Equity ETF
+0.46%
+$3,238.62 
MRK Merck & Co., Inc.
+0.45%
+$2,946.49 
IJH iShares Core S&P Mid-Cap ETF
+0.42%
+$7,806.72 
MDY SPDR S&P MidCap 400 ETF Trust
+0.4%
+$884.05 
QUAL iShares MSCI USA Quality Factor ETF
+0.37%
+$26,047.17 
AVUV Avantis U.S. Small Cap Value ETF
+0.36%
+$1,486.35 
PAB PGIM Active Aggregate Bond ETF
+0.31%
+$987.68 
PG Procter & Gamble Co
+0.3%
+$3,727.24 
VO Vanguard Mid-Cap ETF
+0.29%
+$1,353.55 
GDX VanEck Gold Miners ETF
+0.28%
+$794.86 
GOOG Alphabet Inc
+0.24%
+$4,518.73 
C Citigroup Inc.
+0.23%
+$813.44 
TY Tri-Continental Corporation
+0.23%
+$973.2 
VTEB Vanguard Tax-Exempt Bond ETF
+0.2%
+$426.7 
ED Consolidated Edison, Inc.
+0.2%
+$695.65 
VB Vanguard Small-Cap ETF
+0.19%
+$860.15 
AWK American Water Works Company, Inc.
+0.19%
+$389 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.18%
+$444.36 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
+0.15%
+$856.08 
XVV iShares ESG Screened S&P 500
+0.11%
+$313.5 
GLD SPDR Gold Shares
+0.1%
+$233.7 
SPY SPDR S&P 500 ETF Trust
+0.1%
+$2,044.5 
IVV iShares Core S&P 500 ETF
+0.1%
+$1,732.32 
LRGF iShares U.S. Equity Factor ETF
+0.09%
+$33,873.84 
PSFF Pacer Swan SOS Fund of Funds
+0.09%
+$177.93 
VTEI Vanguard International Tax-Exempt Bond Fund
+0.08%
+$707.3 
VOO Vanguard S&P 500 ETF
+0.08%
+$33,546.56 
IBMO iShares iBonds Dec 2026 Term ETF
+0.06%
+$131.32 
PTRB PGIM Total Return Bond ETF
+0.05%
+$136.14 
JAAA Janus Henderson AAA CLO ETF
+0.04%
+$290.98 
VDE Vanguard Energy ETF
+0.04%
+$287.94 
XOM Exxon Mobil Corporation
+0.03%
+$463 
AOA iShares Core Aggressive Allocation ETF
+0.03%
+$78.75 
MSFT Microsoft Corp.
+0.03%
+$1,139.11 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.03%
+$384.96 
HELO JPMorgan Hedged Equity Laddered Overlay ETF
+0.01%
+$34.5 
VPU Vanguard Utilities ETF
+0.01%
+$74.6 
SEEM
0%
$0 
SEIE
0%
$0 
SEIS
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
INTC Intel Corporation
-7.89%
-$21,135.52 
MU Micron Technology, Inc.
-6.99%
-$51,460.19 
OCGN Ocugen Inc.
-4.72%
-$5,353.2 
AMAT Applied Materials, Inc.
-4.72%
-$25,222.49 
LRCX Lam Research Corporation
-4.56%
-$7,153.87 
UBER Uber Technologies, Inc.
-4.31%
-$16,825.05 
KLAC KLA Corporation
-3.75%
-$6,001.51 
ARTY iShares Future AI & Tech ETF
-3.56%
-$224,142.9 
AMD Advanced Micro Devices, Inc.
-3.29%
-$130,513.11 
AVGO Broadcom Inc.
-2.69%
-$25,298.88 
TTEQ T. Rowe Price Technology ETF
-2.69%
-$5,247.67 
SPCX Space Exploration Technologies Corp. Class A
-2.68%
-$3,797.66 
ETN Eaton Corporation plc
-2.66%
-$7,952.13 
ASML ASML Holding N.V. New York Registry Shares
-2.55%
-$4,866.46 
QCOM QUALCOMM Incorporated
-2.42%
-$4,802.4 
EMXC iShares MSCI Emerging Markets ex China ETF
-2.39%
-$495,369 
CNEQ Alger Concentrated Equity ETF
-2.25%
-$81,539.88 
TSLA Tesla, Inc.
-2.08%
-$8,165.16 
META Meta Platforms Inc Class A
-1.8%
-$23,783.75 
IEMG iShares Core MSCI Emerging Markets ETF
-1.78%
-$4,607.39 
IXN iShares Global Tech ETF
-1.67%
-$3,315.42 
GEV GE Vernova Inc.
-1.59%
-$4,619.62 
CGGO Capital Group Global Growth Equity ETF
-1.49%
-$4,361.87 
GS The Goldman Sachs Group, Inc.
-1.25%
-$2,954.31 
IWP iShares Russell Mid-Cap Growth ETF
-1.21%
-$3,139.58 
QQQ Invesco QQQ Trust, Series 1
-1.12%
-$46,912.44 
CGXU Capital Group International Focus Equity ETF
-1.07%
-$3,434.4 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
-0.97%
-$6,820.05 
VGT Vanguard Information Technology ETF
-0.95%
-$27,345.92 
NVDA NVIDIA Corporation
-0.92%
-$27,837.94 
CGGR Capital Group Growth ETF
-0.87%
-$25,038.78 
IBIT iShares Bitcoin Trust
-0.83%
-$12,681.29 
USXF iShares ESG Aware MSCI USA ETF
-0.78%
-$3,683.16 
AMZN Amazon.com Inc
-0.66%
-$25,714.5 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.57%
-$1,316.32 
VWO Vanguard FTSE Emerging Markets ETF
-0.52%
-$3,570.58 
VLUE iShares MSCI USA Value Factor ETF
-0.49%
-$1,310.41 
CEG Constellation Energy Corporation
-0.45%
-$2,550 
ETHA iShares Ethereum Trust
-0.42%
-$3,237.54 
VUG Vanguard Growth ETF
-0.36%
-$103,988.4 
JPEF JPMorgan Equity Focus ETF
-0.33%
-$5,637.97 
IWM iShares Russell 2000 ETF
-0.32%
-$896.07 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.26%
-$4,393.84 
OPEN Opendoor Technologies Inc.
-0.26%
-$100 
IXUS iShares Core International Stock ETF
-0.19%
-$473.76 
QALT SEI DBi Multi-Strategy Alternative ETF
-0.14%
-$564.14 
QDPL Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
-0.11%
-$1,010.4 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.1%
-$13,545.77 
AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock
-0.08%
-$211.5 
TCAF T. Rowe Price Capital Appreciation Equity ETF
-0.07%
-$24,117.57 
IBMP iShares iBonds Dec 2027 Term Corporate ETF
-0.06%
-$142.5 
SMLF iShares U.S. Small-Cap Equity Factor ETF
-0.06%
-$4,435.5 
LEND SEI High Yield Bond & Alternative Credit ETF
-0.04%
-$629.39 
IJR iShares Core S&P Small-Cap ETF
-0.01%
-$299.98 
NEE NextEra Energy, Inc.
-0.01%
-$29.42 Events
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Dividends
Dividend Analysis
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| Trades 1289 | Longs Won 945/1289 73% | Profit Factor 22.51 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $540,015.86 |
| Average Win $125,447.79 | Best Trade (Jul 25) $12.1M | Sharpe Ratio -84.02 |
| Average Loss -$15,309.04 | Worst Trade (Mar 31) -$557,545.26 | Z-Score 9.41 (100%) |
| Commissions $0 | Avg. Trade Length 1y 5m 2w 2d | Expectancy $87,883.51 |
| 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 | 22,727 | 20,455 | 18,182 | 15,909 | 13,636 | 11,364 | 9,091 | 6,818 | 4,545 | 2,273 |
Hover over the desired column for a detailed explanation.
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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 - $4.31M, iShares U.S. Equity Factor ETF - $2.77M, T. Rowe Price Capital Appreciation Equity ETF - $1.49M, BITQ - $958,670.34, and Pacer US Small Cap Cash Cows 100 ETF - $885,523.3. 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 - $353,895.89, 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 - $147,259.76. 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 $10.27M earned over time. The largest contributors to dividend income include iShares U.S. Equity Factor ETF - $1.21M, Pacer US Cash Cows 100 ETF - $1.09M, Vanguard Value ETF - $667,417.75, iShares MSCI Emerging Markets ex China ETF - $382,559.41, and Vanguard S&P 500 ETF - $298,291.32. 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.
