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:
45.29%
Gain +0.82%
Monthly
1.12%
Yearly
14.32%
Drawdown
18.1%
$231.75M
Equity
Holdings
$231.75M
Investment
$177.99M
$64.4M
Profit +$1.24M
Realized
$10.64M
Unrealized
$53.76M
Dividends
$12.6M
Goals
Avg. 47.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.82%
Profit
$1.24M
Win %
70%
This Week
Compared To Last Week
Gain
0.21%
Profit
$483,664.11
Win %
70%
This Month
Compared to last month
Gain
-0.9%
Profit
-$2.11M
Win %
70%
This Year
Compared to last year
Gain
-0.94%
Profit
-$2.2M
Win %
70%
BE Bloom Energy Corporation
+11.15%
+$19,056.66 
TER Teradyne, Inc.
+9.46%
+$14,422.92 
MSTR Strategy Inc.
+6.43%
+$40,508.97 
MU Micron Technology, Inc.
+6.31%
+$33,075.48 
SPCX Space Exploration Technologies Corp. Class A
+5.92%
+$9,691.5 
ARM Arm Holdings plc American Depositary Receipt
+5.42%
+$9,707.68 
MRVL Marvell Technology, Inc.
+4.84%
+$51,835.09 
WRAP Wrap Technologies Inc.
+4.54%
+$969 
SITM SiTime Corporation
+4.53%
+$12,846.54 
AMD Advanced Micro Devices, Inc.
+4.43%
+$20,056.68 
COPX Global X Copper Miners ETF
+4.33%
+$9,689.6 
GLW Corning Incorporated
+3.62%
+$40,531.65 
SOXX iShares Semiconductor ETF
+3.61%
+$9,924.56 
CRDO Credo Technology Group Holding Ltd.
+3.55%
+$6,400.5 
NODE VanEck Onchain Economy ETF
+3.42%
+$6,408.1 
ORCL Oracle Corporation
+3.22%
+$35,851.81 
SWKS Skyworks Solutions Inc.
+3.16%
+$71,568.63 
CLS Celestica Inc.
+2.98%
+$6,346.63 
TSLA Tesla, Inc.
+2.78%
+$72,741.21 
IBIT iShares Bitcoin Trust
+2.78%
+$35,085.75 
LRCX Lam Research Corporation
+2.75%
+$34,479.9 
FDX FedEx Corporation
+2.64%
+$8,104.23 
TXN Texas Instruments Inc
+2.62%
+$8,752.54 
SPMO Invesco S&P 500 Momentum ETF
+2.27%
+$18,379.52 
CAT Caterpillar Inc.
+2.15%
+$13,734.18 
DTCR Global X Data Center & Digital Infrastructure ETF
+2.08%
+$4,660.37 
AIQ Global X Artificial Intelligence & Technology ETF
+1.84%
+$9,040.46 
HTGC Hercules Capital Inc.
+1.71%
+$6,642.07 
IDEQ Lazard International Dynamic Equity ETF
+1.65%
+$3,858.4 
RIO Rio Tinto Plc Sponsored ADR
+1.57%
+$11,160 
FTC First Trust Large Cap Growth Fund
+1.5%
+$3,050.55 
GLD SPDR Gold Shares
+1.41%
+$6,974.32 
MRK Merck & Co., Inc.
+1.37%
+$10,959.9 
AVGO Broadcom Inc.
+1.32%
+$43,410 
SCHA Schwab U.S. Small-Cap ETF
+1.3%
+$2,482.04 
ETN Eaton Corporation plc
+1.23%
+$5,916 
IBB iShares Biotechnology ETF
+1.2%
+$8,935.36 
JPM JPMorgan Chase & Co.
+1.18%
+$42,881.15 
QQQM Invesco NASDAQ 100 ETF
+1.16%
+$2,994.63 
DLR Digital Realty Trust, Inc.
+1.14%
+$2,548.97 
QQQ Invesco QQQ Trust, Series 1
+1.14%
+$22,954.54 
XOM Exxon Mobil Corporation
+1.14%
+$39,885.69 
CSCO Cisco Systems, Inc.
+1.09%
+$15,163.72 
GE General Electric Company
+1.05%
+$7,775.46 
GPIQ Nasdaq 100 Core Premium Income ETF
+1.03%
+$2,788.06 
OBDC Blue Owl Capital Corporation
+1.01%
+$1,920.16 
LLY Eli Lilly and Company
+1.01%
+$13,085.87 
WCC Wesco International Inc.
+1%
+$2,606.23 
CGGR Capital Group Growth ETF
+0.97%
+$5,560.72 
APD Air Products and Chemicals, Inc.
+0.96%
+$2,150.72 
GEV GE Vernova Inc.
+0.96%
+$5,335.4 
ALNY Alnylam Pharmaceuticals Inc
+0.96%
+$2,092 
IWF iShares Russell 1000 Growth ETF
+0.95%
+$2,176.38 
TDVI FT Vest Technology Dividend Mutual Fund
+0.94%
+$3,724 
QCOM QUALCOMM Incorporated
+0.94%
+$5,219.56 
ARCC Ares Capital Corporation
+0.92%
+$1,868.65 
RTX RTX Corporation
+0.9%
+$22,927.56 
BXSL Blackstone Secured Lending Fund
+0.9%
+$1,867.32 
ABBV AbbVie Inc.
+0.87%
+$15,271.01 
AMGN Amgen Inc.
+0.86%
+$1,764.68 
IWM iShares Russell 2000 ETF
+0.78%
+$1,971.7 
ROK Rockwell Automation, Inc.
+0.78%
+$149,372.37 
WFC Wells Fargo & Company
+0.75%
+$2,192.45 
GBDC Golub Capital BDC, Inc.
+0.73%
+$1,430.7 
FLQL Franklin U.S. Large Cap Multisector Fund
+0.71%
+$6,356.88 
BAC Bank of America Corporation
+0.7%
+$2,793.1 
DFJ WisdomTree Japan SmallCap Dividend Fund
+0.69%
+$2,537.5 
VOOG Vanguard S&P 500 Growth ETF
+0.69%
+$5,653.4 
TSLX Sixth Street Specialty Lending Inc.
+0.67%
+$1,341.82 
PFE Pfizer Inc.
+0.65%
+$1,853.92 
MEDP Medpace Holdings Inc.
+0.63%
+$6,660 
AME Ametek Inc.
+0.62%
+$26,280 
CGDV Capital Group Dividend Value ETF
+0.62%
+$5,383.5 
FTGS First Trust Growth Strength ETF
+0.61%
+$2,285.05 
TOPT iShares Top 20 U.S. Stocks ETF
+0.61%
+$5,730.2 
BA Boeing Company
+0.61%
+$18,213.07 
SHEL Shell plc
+0.59%
+$4,614.99 
IJR iShares Core S&P Small-Cap ETF
+0.57%
+$2,357.2 
NVDA NVIDIA Corporation
+0.55%
+$25,635.45 
XLI Industrial Select Sector SPDR Fund
+0.54%
+$2,914.3 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.52%
+$1,585.38 
BMY Bristol-Myers Squibb Company
+0.52%
+$1,308.2 
IVV iShares Core S&P 500 ETF
+0.5%
+$2,887.02 
JNJ Johnson & Johnson
+0.5%
+$14,417.1 
CBRE CBRE Group Inc.
+0.47%
+$1,096.5 
SPY SPDR S&P 500 ETF Trust
+0.46%
+$8,625.28 
MAIN Main Street Capital Corporation
+0.46%
+$1,352 
VOO Vanguard S&P 500 ETF
+0.45%
+$13,756.68 
XLV Health Care Select Sector SPDR Fund
+0.36%
+$2,724.26 
HELO JPMorgan Hedged Equity Laddered Overlay ETF
+0.35%
+$1,791.17 
WELL Welltower Inc.
+0.35%
+$1,099.05 
JPC Nuveen Preferred & Income Opportunities Fund
+0.32%
+$1,330.6 
XYLD Global X S&P 500 Covered Call ETF
+0.29%
+$805.08 
PFXF VanEck Preferred Securities ex Financials ETF
+0.23%
+$427.4 
VIG Vanguard Dividend Appreciation ETF
+0.21%
+$521.66 
CSWC Capital Southwest Corporation
+0.21%
+$616 
JEPI JPMorgan Equity Premium Income Fund
+0.21%
+$436.68 
DJUN FT VEST US Equity Deep Buffer Fund
+0.2%
+$458.1 
ACYN FT Vest Laddered Autocallable Barrier & Income ETF
+0.19%
+$1,441.36 
FENY Fidelity MSCI Energy Index ETF
+0.19%
+$1,134.42 
HYT BlackRock Corporate High Yield Fund, Inc.
+0.18%
+$232.71 
PCQ PIMCO California Municipal Income Fund
+0.17%
+$2,456.43 
XLF Financial Select Sector SPDR Fund
+0.17%
+$2,173.98 
CVX Chevron Corporation
+0.16%
+$2,900.05 
BUFD FT Cboe Vest U.S. Equity Deep Buffer ETF - December
+0.15%
+$334.71 
NFLX Netflix, Inc.
+0.15%
+$1,585.2 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.13%
+$1,241.82 
META Meta Platforms Inc Class A
+0.09%
+$1,401.01 
SKYY First Trust Cloud Computing ETF
+0.08%
+$237.27 
USB U.S. Bancorp
+0.08%
+$250 
JAAA Janus Henderson AAA CLO ETF
+0.02%
+$841.09 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.01%
+$399.41 
FTSM First Trust Enhanced Short Maturity Fund
+0.01%
+$159.44 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.01%
+$200.57 
SHV iShares Short Treasury Bond ETF
0%
+$55.65 
DMAY FT Vest US Equity Deep Buffer Fund
0%
$0 
MUC BlackRock MuniHoldings California Quality Fund, Inc.
0%
$0 
TBIL US Treasury 3 Month Bill ETF
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
USFR WisdomTree Floating Rate Treasury Fund
0%
$0 
VCV Invesco California Value Municipal Income Trust
0%
$0 
NOC Northrop Grumman Corporation
-2.98%
-$6,145.42 
WM Waste Management, Inc.
-1.93%
-$13,876.1 
HACK Amplify Cybersecurity ETF
-1.76%
-$7,126.6 
WMB The Williams Companies, Inc.
-1.5%
-$4,386.41 
OTIS Otis Worldwide Corporation
-1.39%
-$4,763.4 
ADP Automatic Data Processing Inc.
-1.34%
-$13,704.79 
HD The Home Depot, Inc.
-1.18%
-$6,717.7 
KNG Fidelity S&P 500 Dividend Aristocrats ETF
-1.16%
-$5,100.87 
LMT Lockheed Martin Corporation
-1.11%
-$7,062.5 
KMI Kinder Morgan, Inc.
-1.1%
-$4,771.44 
PM Philip Morris International Inc.
-1.07%
-$2,945.8 
MCD McDonald's Corporation
-1.04%
-$4,918.77 
AMZN Amazon.com Inc
-1.03%
-$55,279.08 
MA Mastercard Incorporated
-0.97%
-$10,204.74 
GILD Gilead Sciences Inc.
-0.95%
-$23,165.94 
V Visa Inc. Class A
-0.92%
-$21,175.13 
IBM International Business Machines Corporation
-0.9%
-$9,742.08 
WMT Walmart Inc.
-0.82%
-$13,087.92 
PG Procter & Gamble Co
-0.8%
-$9,264.33 
MDT Medtronic plc
-0.78%
-$1,950 
KMB Kimberly-Clark Corporation
-0.72%
-$3,029.52 
COST Costco Wholesale Corporation
-0.72%
-$24,343.77 
GOOG Alphabet Inc
-0.71%
-$18,919.58 
UNP Union Pacific Corporation
-0.7%
-$8,921.12 
GOOGL Alphabet Inc
-0.69%
-$42,260.13 
PLTR Palantir Technologies Inc.
-0.66%
-$7,577.97 
CARR Carrier Global Corporation
-0.66%
-$5,041.52 
MSFT Microsoft Corp.
-0.6%
-$38,395.08 
VZ Verizon Communications Inc.
-0.52%
-$3,780.91 
SDVD FT Vest Smid Rising Dividend Fund
-0.52%
-$1,171.32 
PEP PepsiCo, Inc.
-0.51%
-$3,475.7 
FIXD First Trust TCW Opportunistic Fixed Income Fund
-0.51%
-$18,699.28 
ET Energy Transfer L.P.
-0.49%
-$1,438.8 
UCON First Trust TCW Unconstrained Plus Bond ETF
-0.47%
-$11,999.67 
O Realty Income Corporation
-0.45%
-$1,495.94 
FXU First Trust Utilities AlphaDEX Fund
-0.41%
-$1,312 
SYY Sysco Corporation
-0.4%
-$3,289.28 
TGT Target Corporation
-0.32%
-$1,892 
RDVI FT Vest Rising Dividend Achievers Fund
-0.31%
-$4,727.79 
FVD First Trust Value Line Dividend Index Fund
-0.3%
-$832.8 
BRK-B Berkshire Hathaway Inc.
-0.3%
-$19,683.54 
FTQI First Trust Nasdaq BuyWrite Fund
-0.29%
-$1,823.51 
SBUX Starbucks Corporation
-0.28%
-$1,753.92 
TLH iShares 10-20 Year Treasury Bond ETF
-0.27%
-$1,436.83 
KO The Coca-Cola Company
-0.26%
-$3,206.94 
NMZ Nuveen Municipal High Income Opportunity Fund
-0.24%
-$1,114.97 
TLT iShares 20+ Year Treasury Bond ETF
-0.23%
-$890.53 
ABT Abbott Laboratories
-0.22%
-$754.16 
IEF iShares 7-10 Year Treasury Bond ETF
-0.2%
-$1,332.18 
CGCP Capital Group Core Plus Income ETF
-0.18%
-$9,120.84 
SCHZ Schwab U.S. Aggregate Bond ETF
-0.17%
-$1,101.6 
NAC Nuveen California Quality Municipal Income Fund
-0.17%
-$593.98 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.16%
-$623.29 
NKX Nuveen California AMT-Free Quality Municipal Income Fund
-0.16%
-$366.66 
AGG iShares Core U.S. Aggregate Bond ETF
-0.16%
-$2,471.94 
AAPL Apple Inc.
-0.15%
-$30,969.63 
IEI iShares 3-7 Year Treasury Bond ETF
-0.13%
-$1,457.31 
DHI D.R. Horton, Inc.
-0.1%
-$187.27 
FTHI First Trust Exchange-Traded Fund IV - First Trust BuyWrite Income ETF
-0.1%
-$679.45 
SCHO Schwab Short-Term U.S. Treasury ETF
-0.06%
-$159.39 
USMV iShares MSCI USA Min Vol Factor ETF
-0.05%
-$711.15 
SHY iShares 1-3 Year Treasury Bond ETF
-0.04%
-$143.32 
VGSH Vanguard Short-Term Treasury Fund
-0.04%
-$224.3 
NET Cloudflare Inc.
-0.04%
-$165.6 
VTEC Vanguard California Tax-Exempt Bond Fund
-0.03%
-$79.17 
JSI Janus Henderson Securitized Income ETF
-0.02%
-$348.68 
STIP iShares 0-5 Year TIPS Bond ETF
-0.01%
-$34.68 
TBLL Invesco Short Term Treasury ETF
-0.01%
-$70.78 Events
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Dividends
Dividend Analysis
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| Trades 1629 | Longs Won 1039/1629 63% | Profit Factor 7.26 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $283,509.52 |
| Average Win $71,885.16 | Best Trade (Jul 29) $7.98M | Sharpe Ratio -11.01 |
| Average Loss -$17,436.29 | Worst Trade (Jul 20) -$1.12M | Z-Score 5.2 (100%) |
| Commissions $0 | Avg. Trade Length 1y 5m 1w 2d | Expectancy $39,534.24 |
| 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 | 13,333 | 12,000 | 10,667 | 9,333 | 8,000 | 6,667 | 5,333 | 4,000 | 2,667 | 1,333 |
Hover over the desired column for a detailed explanation.
Returns
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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 - $3.94M, Microsoft Corp - $1.05M, Broadcom Inc - $831,220.12, NVIDIA Corporation - $812,285.6, and Walmart Inc - $680,458.48. 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: Air Products and Chemicals, Inc - $309,161.34, LifeVantage Corporation - $271,450.24, Pfizer Inc - $202,772.86, PIMCO California Municipal Income Fund III - $147,561.99, and YPF S.A. Sponsored ADR - $88,956.04. 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 $12.6M earned over time. The largest contributors to dividend income include Rockwell Automation, Inc - $671,620.29, iShares 0-3 Month Treasury Bond ETF - $617,664.25, SPDR Bloomberg 1-3 Month T-Bill ETF - $592,848.08, First Trust Enhanced Short Maturity Fund - $577,113.92, and Capital Group Core Plus Income ETF - $477,679.09. 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.
