NH
Nathaniel Holden Portfolio
Invests via Core Wealth Partners LLC | Managed by Nathaniel Holden
Invests via Core Wealth Partners LLC
Managed by Nathaniel Holden
Automatically Tracked
Nathaniel Holden Profile
Nathaniel Holden is a distinguished entrepreneur and corporate leader known for his innovative contributions to the technology sector. With an extensive background in building scalable startups, he has demonstrated a keen ability to identify market opportunities and drive growth initiatives. His experience encompasses leadership roles at several pioneering firms where he played a crucial part in product development and strategic partnerships. Recognized for his dynamic approach, Nathaniel remains at the forefront of advancements that reshape industries and enhance operational efficiencies. His thought leadership extends into fostering collaboration between emerging companies and established organizations, making him a pivotal figure in shaping future business landscapes.
Nathaniel Holden is a distinguished entrepreneur and corporate leader known for his innovative contributions to the technology sector. With an extensive background in building scalable startups, he has demonstrated a keen ability to identify market opportunities and drive growth initiatives. His experience encompasses leadership roles at several pioneering firms where he played a crucial part in product development and strategic partnerships. Recognized for his dynamic approach, Nathaniel remains at the forefront of advancements that reshape industries and enhance operational efficiencies. His thought leadership extends into fostering collaboration between emerging companies and established organizations, making him a pivotal figure in shaping future business landscapes.
Investment Philosophy & Strategy
Innovation drives Nathaniel Holden's investment strategy as he seeks to capitalize on transformative trends within the technology sector. His entrepreneurial journey emphasizes identifying high-potential startups, fostering collaboration, and leveraging strategic partnerships to propel growth. This forward-thinking approach aims not just for financial returns but also for substantial impact through operational efficiencies and groundbreaking solutions. By integrating insights from diverse market dynamics, he positions investments toward those poised to disrupt traditional models. Nathaniel’s deep-seated understanding of emerging technologies underpins his pursuit of scalable business opportunities that promise significant value creation.
Innovation drives Nathaniel Holden's investment strategy as he seeks to capitalize on transformative trends within the technology sector. His entrepreneurial journey emphasizes identifying high-potential startups, fostering collaboration, and leveraging strategic partnerships to propel growth. This forward-thinking approach aims not just for financial returns but also for substantial impact through operational efficiencies and groundbreaking solutions. By integrating insights from diverse market dynamics, he positions investments toward those poised to disrupt traditional models. Nathaniel’s deep-seated understanding of emerging technologies underpins his pursuit of scalable business opportunities that promise significant value creation.
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:
52.84%
Gain -0.79%
Monthly
1.14%
Yearly
14.52%
Drawdown
18.13%
$236.25M
Equity
Holdings
$236.25M
Investment
$177.99M
$68.75M
Profit -$1.05M
Realized
$10.49M
Unrealized
$58.26M
Dividends
$13.25M
Goals
Avg. 60% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.79%
Profit
-$1.05M
Win %
71%
This Week
Compared To Last Week
Gain
-0.44%
Profit
-$1.05M
Win %
71%
This Month
Compared to last month
Gain
-0.08%
Profit
-$185,581.59
Win %
71%
This Year
Compared to last year
Gain
0.98%
Profit
$2.3M
Win %
71%
NET Cloudflare Inc.
+8.53%
+$37,670.4 
HACK Amplify Cybersecurity ETF
+8.31%
+$33,644.21 
MSTR Strategy Inc.
+4.47%
+$37,676.93 
PLTR Palantir Technologies Inc.
+4.13%
+$58,506.97 
NFLX Netflix, Inc.
+3.76%
+$46,129.32 
MDT Medtronic plc
+3.21%
+$8,745 
ADP Automatic Data Processing Inc.
+3.12%
+$33,598.84 
GOOGL Alphabet Inc
+3.08%
+$181,562.04 
GOOG Alphabet Inc
+2.97%
+$75,450.77 
META Meta Platforms Inc Class A
+2.91%
+$46,284.07 
SKYY First Trust Cloud Computing ETF
+2.9%
+$9,900.63 
IBM International Business Machines Corporation
+2.71%
+$33,488.45 
IBIT iShares Bitcoin Trust
+2.4%
+$35,941.5 
MSFT Microsoft Corp.
+2.27%
+$177,784.2 
WMT Walmart Inc.
+2.27%
+$34,569.18 
WM Waste Management, Inc.
+2.25%
+$14,478.1 
LLY Eli Lilly and Company
+2.04%
+$25,696.46 
MCD McDonald's Corporation
+1.96%
+$8,744.48 
TGT Target Corporation
+1.96%
+$13,158 
OTIS Otis Worldwide Corporation
+1.91%
+$6,164.41 
GILD Gilead Sciences Inc.
+1.86%
+$48,895.71 
NOC Northrop Grumman Corporation
+1.74%
+$3,565.71 
ABBV AbbVie Inc.
+1.73%
+$30,849.12 
PM Philip Morris International Inc.
+1.7%
+$4,633.2 
COST Costco Wholesale Corporation
+1.58%
+$52,025.52 
TSLX Sixth Street Specialty Lending Inc.
+1.54%
+$3,208.7 
KMB Kimberly-Clark Corporation
+1.49%
+$5,690.06 
XLV Health Care Select Sector SPDR Fund
+1.45%
+$11,272.8 
VZ Verizon Communications Inc.
+1.4%
+$11,825.76 
DHI D.R. Horton, Inc.
+1.25%
+$2,124.44 
AMGN Amgen Inc.
+1.18%
+$2,500.89 
LMT Lockheed Martin Corporation
+1.14%
+$7,475 
KO The Coca-Cola Company
+1.1%
+$14,468.52 
V Visa Inc. Class A
+1.05%
+$24,859.1 
MEDP Medpace Holdings Inc.
+1.02%
+$11,960 
HD The Home Depot, Inc.
+1%
+$5,268.47 
BRK-B Berkshire Hathaway Inc.
+0.99%
+$66,871.48 
ABT Abbott Laboratories
+0.87%
+$3,050.92 
HTGC Hercules Capital Inc.
+0.83%
+$3,502.18 
IBB iShares Biotechnology ETF
+0.83%
+$6,701.52 
BMY Bristol-Myers Squibb Company
+0.73%
+$1,962.3 
BXSL Blackstone Secured Lending Fund
+0.66%
+$1,422.72 
USMV iShares MSCI USA Min Vol Factor ETF
+0.63%
+$8,889.37 
MA Mastercard Incorporated
+0.61%
+$6,612.06 
KNG Fidelity S&P 500 Dividend Aristocrats ETF
+0.58%
+$2,507.63 
SYY Sysco Corporation
+0.58%
+$4,933.92 
JNJ Johnson & Johnson
+0.58%
+$17,717.52 
AAPL Apple Inc.
+0.54%
+$109,774.15 
PG Procter & Gamble Co
+0.52%
+$5,902.59 
MRK Merck & Co., Inc.
+0.44%
+$4,061.67 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.38%
+$3,725.46 
SBUX Starbucks Corporation
+0.35%
+$2,086.56 
FDX FedEx Corporation
+0.27%
+$842.52 
FVD First Trust Value Line Dividend Index Fund
+0.27%
+$721.76 
ALNY Alnylam Pharmaceuticals Inc
+0.24%
+$472.4 
TLT iShares 20+ Year Treasury Bond ETF
+0.2%
+$773.36 
CBRE CBRE Group Inc.
+0.2%
+$476 
UNP Union Pacific Corporation
+0.18%
+$2,144.54 
ARCC Ares Capital Corporation
+0.13%
+$266.95 
KMI Kinder Morgan, Inc.
+0.11%
+$463.89 
TLH iShares 10-20 Year Treasury Bond ETF
+0.11%
+$569.31 
JSI Janus Henderson Securitized Income ETF
+0.11%
+$1,917.74 
PFE Pfizer Inc.
+0.05%
+$173.81 
ACYN FT Vest Laddered Autocallable Barrier & Income ETF
+0.05%
+$360.34 
PEP PepsiCo, Inc.
+0.04%
+$300.01 
JAAA Janus Henderson AAA CLO ETF
+0.02%
+$841.09 
TBLL Invesco Short Term Treasury ETF
+0.01%
+$201.02 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.01%
+$393.27 
VTEC Vanguard California Tax-Exempt Bond Fund
+0.01%
+$26.39 
FTSM First Trust Enhanced Short Maturity Fund
+0.01%
+$159.44 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.01%
+$199.71 
STIP iShares 0-5 Year TIPS Bond ETF
+0.01%
+$17.34 
SHV iShares Short Treasury Bond ETF
0%
+$46.37 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
CGCP Capital Group Core Plus Income ETF
0%
$0 
SCHZ Schwab U.S. Aggregate Bond ETF
0%
$0 
GLW Corning Incorporated
-14.09%
-$171,182.25 
TER Teradyne, Inc.
-13.05%
-$22,644.35 
SITM SiTime Corporation
-11.99%
-$38,943.31 
SWKS Skyworks Solutions Inc.
-9.58%
-$320,544.16 
ARM Arm Holdings plc American Depositary Receipt
-9.01%
-$15,843.05 
GEV GE Vernova Inc.
-8.66%
-$42,693.51 
CLS Celestica Inc.
-8.53%
-$20,507.7 
LRCX Lam Research Corporation
-7.91%
-$96,642 
CRDO Credo Technology Group Holding Ltd.
-7.86%
-$10,880 
ETN Eaton Corporation plc
-7.5%
-$38,280 
MRVL Marvell Technology, Inc.
-6.59%
-$85,494.92 
BE Bloom Energy Corporation
-6.52%
-$15,588.66 
SOXX iShares Semiconductor ETF
-5.36%
-$14,795.15 
BAC Bank of America Corporation
-5.3%
-$21,851.9 
WCC Wesco International Inc.
-5%
-$14,542.6 
DLR Digital Realty Trust, Inc.
-4.83%
-$11,524.15 
AVGO Broadcom Inc.
-4.79%
-$150,372.15 
MU Micron Technology, Inc.
-4.76%
-$28,163.86 
ORCL Oracle Corporation
-4.42%
-$60,915.93 
CAT Caterpillar Inc.
-4.15%
-$25,084.63 
AMD Advanced Micro Devices, Inc.
-3.9%
-$18,101.37 
DTCR Global X Data Center & Digital Infrastructure ETF
-3.48%
-$7,983.43 
AME Ametek Inc.
-3.28%
-$142,920 
COPX Global X Copper Miners ETF
-3.21%
-$8,614.66 
GBDC Golub Capital BDC, Inc.
-3.08%
-$5,935.15 
NVDA NVIDIA Corporation
-2.85%
-$143,419.72 
SPMO Invesco S&P 500 Momentum ETF
-2.58%
-$21,428.85 
ROK Rockwell Automation, Inc.
-2.17%
-$389,121.72 
NODE VanEck Onchain Economy ETF
-2.04%
-$3,954.86 
RIO Rio Tinto Plc Sponsored ADR
-2.03%
-$16,200 
GE General Electric Company
-1.98%
-$13,982.76 
TXN Texas Instruments Inc
-1.96%
-$6,190.4 
WFC Wells Fargo & Company
-1.94%
-$5,902.75 
FTC First Trust Large Cap Growth Fund
-1.73%
-$3,528.85 
JPM JPMorgan Chase & Co.
-1.72%
-$65,796.35 
NAC Nuveen California Quality Municipal Income Fund
-1.72%
-$5,642.81 
CSCO Cisco Systems, Inc.
-1.65%
-$23,184.2 
APD Air Products and Chemicals, Inc.
-1.56%
-$3,410.33 
XLI Industrial Select Sector SPDR Fund
-1.42%
-$7,368.8 
TSLA Tesla, Inc.
-1.4%
-$36,229.12 
WMB The Williams Companies, Inc.
-1.4%
-$4,012.68 
GLD SPDR Gold Shares
-1.35%
-$7,264.35 
JPC Nuveen Preferred & Income Opportunities Fund
-1.33%
-$5,056.28 
RTX RTX Corporation
-1.32%
-$34,424.05 
SPCX Space Exploration Technologies Corp. Class A
-1.29%
-$2,668.59 
NKX Nuveen California AMT-Free Quality Municipal Income Fund
-1.28%
-$2,763.75 
FENY Fidelity MSCI Energy Index ETF
-1.26%
-$8,602.68 
PFXF VanEck Preferred Securities ex Financials ETF
-1.26%
-$2,404.12 
AMZN Amazon.com Inc
-1.22%
-$67,277.64 
IDEQ Lazard International Dynamic Equity ETF
-1.18%
-$2,913.09 
TDVI FT Vest Technology Dividend Mutual Fund
-1.07%
-$4,522 
FLQL Franklin U.S. Large Cap Multisector Fund
-1.05%
-$9,622.8 
QCOM QUALCOMM Incorporated
-0.99%
-$5,933.18 
SCHA Schwab U.S. Small-Cap ETF
-0.96%
-$1,833.33 
CVX Chevron Corporation
-0.94%
-$18,803.53 
FXU First Trust Utilities AlphaDEX Fund
-0.89%
-$2,722.4 
XOM Exxon Mobil Corporation
-0.85%
-$33,513.66 
NMZ Nuveen Municipal High Income Opportunity Fund
-0.83%
-$3,567.92 
FTHI First Trust Exchange-Traded Fund IV - First Trust BuyWrite Income ETF
-0.73%
-$4,756.15 
IWF iShares Russell 1000 Growth ETF
-0.65%
-$1,540.8 
SDVD FT Vest Smid Rising Dividend Fund
-0.62%
-$1,366.54 
VCV Invesco California Value Municipal Income Trust
-0.6%
-$2,451.96 
ET Energy Transfer L.P.
-0.58%
-$1,798.5 
QQQM Invesco NASDAQ 100 ETF
-0.57%
-$1,515.36 
QQQ Invesco QQQ Trust, Series 1
-0.56%
-$11,621.82 
RDVI FT Vest Rising Dividend Achievers Fund
-0.56%
-$8,404.96 
HYT BlackRock Corporate High Yield Fund, Inc.
-0.55%
-$698.13 
AIQ Global X Artificial Intelligence & Technology ETF
-0.55%
-$2,902.9 
CGDV Capital Group Dividend Value ETF
-0.55%
-$4,845.15 
IJR iShares Core S&P Small-Cap ETF
-0.54%
-$2,172.6 
VOOG Vanguard S&P 500 Growth ETF
-0.53%
-$4,460.28 
XLF Financial Select Sector SPDR Fund
-0.45%
-$5,835.42 
SHEL Shell plc
-0.44%
-$3,891.07 
GPIQ Nasdaq 100 Core Premium Income ETF
-0.43%
-$1,177.71 
CSWC Capital Southwest Corporation
-0.43%
-$1,291.14 
PCQ PIMCO California Municipal Income Fund
-0.42%
-$5,731.67 
TOPT iShares Top 20 U.S. Stocks ETF
-0.4%
-$3,867.89 
MUC BlackRock MuniHoldings California Quality Fund, Inc.
-0.39%
-$628.28 
USB U.S. Bancorp
-0.37%
-$1,175 
O Realty Income Corporation
-0.37%
-$1,115.62 
VIG Vanguard Dividend Appreciation ETF
-0.36%
-$888.37 
SPY SPDR S&P 500 ETF Trust
-0.34%
-$6,478.33 
VOO Vanguard S&P 500 ETF
-0.34%
-$10,506.72 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.32%
-$1,013.88 
IVV iShares Core S&P 500 ETF
-0.32%
-$1,919.5 
FTQI First Trust Nasdaq BuyWrite Fund
-0.32%
-$1,991.83 
WELL Welltower Inc.
-0.3%
-$918.03 
CGGR Capital Group Growth ETF
-0.3%
-$1,770.58 
WRAP Wrap Technologies Inc.
-0.3%
-$57 
DFJ WisdomTree Japan SmallCap Dividend Fund
-0.28%
-$1,137.5 
CARR Carrier Global Corporation
-0.25%
-$1,661.41 
BA Boeing Company
-0.23%
-$7,027.09 
HELO JPMorgan Hedged Equity Laddered Overlay ETF
-0.22%
-$1,143.3 
FTGS First Trust Growth Strength ETF
-0.21%
-$794.8 
IWM iShares Russell 2000 ETF
-0.19%
-$469.25 
DMAY FT Vest US Equity Deep Buffer Fund
-0.19%
-$594.66 
XYLD Global X S&P 500 Covered Call ETF
-0.18%
-$503.18 
JEPI JPMorgan Equity Premium Income Fund
-0.18%
-$375.8 
OBDC Blue Owl Capital Corporation
-0.14%
-$261.84 
MAIN Main Street Capital Corporation
-0.12%
-$378.56 
BUFD FT Cboe Vest U.S. Equity Deep Buffer ETF - December
-0.12%
-$260.33 
DJUN FT VEST US Equity Deep Buffer Fund
-0.11%
-$249.66 
FIXD First Trust TCW Opportunistic Fixed Income Fund
-0.06%
-$2,037.14 
IEF iShares 7-10 Year Treasury Bond ETF
-0.04%
-$288.04 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.04%
-$164.03 
SCHO Schwab Short-Term U.S. Treasury ETF
-0.04%
-$106.26 
UCON First Trust TCW Unconstrained Plus Bond ETF
-0.04%
-$1,043.45 
IEI iShares 3-7 Year Treasury Bond ETF
-0.04%
-$376.08 
VGSH Vanguard Short-Term Treasury Fund
-0.03%
-$134.58 
SHY iShares 1-3 Year Treasury Bond ETF
-0.02%
-$73.71 
AGG iShares Core U.S. Aggregate Bond ETF
-0.02%
-$318.96 
TBIL US Treasury 3 Month Bill ETF
-0.01%
-$88.64 
USFR WisdomTree Floating Rate Treasury Fund
-0.01%
-$56.15 Events
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Dividends
Dividend Analysis
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| Trades 1629 | Longs Won 1086/1629 66% | Profit Factor 7.37 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $274,009.63 |
| Average Win $73,239.09 | Best Trade (Sep 11) $7.77M | Sharpe Ratio -101.91 |
| Average Loss -$19,865.64 | Worst Trade (Aug 03) -$1.09M | Z-Score 12.97 (100%) |
| Commissions $0 | Avg. Trade Length 1y 6m 4d | Expectancy $42,204.18 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 11,905 | 10,714 | 9,524 | 8,333 | 7,143 | 5,952 | 4,762 | 3,571 | 2,381 | 1,190 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 61,326 | $9.5M | $20.49M | - | $10.98M | 115.58% | +0.539% |
| ABBV AbbVie Inc. | 6,948 | $1.27M | $1.82M | - | $544,083.08 | 42.73% | +1.727% |
| ABT Abbott Laboratories | 3,428 | $382,134.72 | $352,535.52 | - | -$29,599.2 | -7.75% | +0.873% |
| ACYN FT Vest Laddered Autocallable Barrier & Income ETF | 36,034 | $749,147 | $745,903.8 | - | -$3,243.2 | -0.43% | +0.048% |
| ADP Automatic Data Processing Inc. | 4,019 | $962,449.97 | $1.11M | - | $149,285.81 | 15.51% | +3.116% |
| AGG iShares Core U.S. Aggregate Bond ETF | 15,948 | $1.59M | $1.53M | - | -$56,639.57 | -3.57% | -0.021% |
| AIQ Global X Artificial Intelligence & Technology ETF | 8,294 | $285,287.78 | $527,747.22 | - | $242,459.44 | 84.99% | -0.547% |
| ALNY Alnylam Pharmaceuticals Inc | 800 | $240,824 | $199,416.4 | - | -$41,407.6 | -17.19% | +0.237% |
| AMD Advanced Micro Devices, Inc. | 899 | $522,238 | $445,899.5 | - | -$76,338.5 | -14.62% | -3.901% |
| AME Ametek Inc. | 18,000 | $2.64M | $4.21M | - | $1.57M | 59.63% | -3.283% |
| AMGN Amgen Inc. | 562 | $203,339 | $214,571.6 | - | $11,232.6 | 5.52% | +1.179% |
| AMZN Amazon.com Inc | 21,426 | $2.67M | $5.43M | - | $2.76M | 103.28% | -1.223% |
| APD Air Products and Chemicals, Inc. | 752 | $218,448 | $215,745.03 | - | -$2,702.97 | -1.24% | -1.556% |
| ARCC Ares Capital Corporation | 10,678 | $197,223 | $211,050.67 | - | $13,827.67 | 7.01% | +0.127% |
| ARM Arm Holdings plc American Depositary Receipt | 664 | $235,434 | $159,977.52 | - | -$75,456.48 | -32.05% | -9.011% |
| AVGO Broadcom Inc. | 8,682 | $1.23M | $2.99M | - | $1.76M | 143.55% | -4.785% |
| BA Boeing Company | 14,341 | $2.73M | $3.01M | - | $279,117.96 | 10.22% | -0.233% |
| BAC Bank of America Corporation | 6,572 | $271,552.34 | $390,146.78 | - | $118,594.44 | 43.67% | -5.304% |
| BE Bloom Energy Corporation | 867 | $262,441 | $223,486.59 | - | -$38,954.41 | -14.84% | -6.52% |
| BIL SPDR Bloomberg 1-3 Month T-Bill ETF | 39,941 | $3.66M | $3.65M | - | -$3,701.73 | -0.1% | +0.005% |
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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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FAQ
Which stocks have generated the highest profits for Nathaniel Holden?
The largest contributions to the portfolio's profits come from the following stocks: Apple Inc - $3.95M, Microsoft Corp - $1.07M, Broadcom Inc - $831,220.12, NVIDIA Corporation - $812,225.91, and Rockwell Automation, Inc - $727,372.8. 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: Zions Bancorporation, National Association - $652,959.9, Boston Properties, Inc - $370,693.44, Air Products and Chemicals, Inc - $308,364.35, LifeVantage Corporation - $271,450.24, and Pfizer Inc - $197,790.45. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Nathaniel Holden's portfolio generate?
The portfolio generates substantial dividend income, with a total of $13.25M earned over time. The largest contributors to dividend income include Rockwell Automation, Inc - $729,360.87, iShares 0-3 Month Treasury Bond ETF - $641,803.56, SPDR Bloomberg 1-3 Month T-Bill ETF - $614,935.45, First Trust Enhanced Short Maturity Fund - $592,994.82, and Capital Group Core Plus Income ETF - $520,130.04. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Nathaniel Holden's monthly returns?
Nathaniel Holden's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Nathaniel Holden's strategy be considered aggressive or moderate?
Nathaniel Holden'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 Nathaniel Holden's strategy?
Nathaniel Holden'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.
