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:
20.94%
Gain +0.01%
Monthly
0.68%
Yearly
8.47%
Drawdown
12.52%
$234.14M
Equity
Holdings
$234.14M
Investment
$176.77M
$64.56M
Profit +$10,320.23
Realized
$6.63M
Unrealized
$57.93M
Dividends
$11.94M
Goals
Avg. 80.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.01%
Profit
$10,320.23
Win %
73%
This Week
Compared To Last Week
Gain
0.004%
Profit
$10,320.23
Win %
73%
This Month
Compared to last month
Gain
-1.7%
Profit
-$4.06M
Win %
73%
This Year
Compared to last year
Gain
3.07%
Profit
$7.28M
Win %
72%
QCOM QUALCOMM Incorporated
+4.32%
+$28,697.73 
GEV GE Vernova Inc.
+3.73%
+$17,443.04 
COPX Global X Copper Miners ETF
+3.38%
+$8,430 
WRAP Wrap Technologies Inc.
+3.15%
+$456 
VZ Verizon Communications Inc.
+2.49%
+$19,175.13 
JPM JPMorgan Chase & Co.
+2.31%
+$85,690.08 
USB U.S. Bancorp
+2.27%
+$6,550 
TQQQ ProShares UltraPro QQQ
+1.99%
+$20,215.85 
PM Philip Morris International Inc.
+1.95%
+$5,157.33 
TGT Target Corporation
+1.95%
+$11,137 
KMI Kinder Morgan, Inc.
+1.85%
+$12,073.28 
TSLA Tesla, Inc.
+1.82%
+$49,241.92 
TMUS T-Mobile US, Inc.
+1.76%
+$3,309.52 
SWKS Skyworks Solutions Inc.
+1.71%
+$46,893.08 
WELL Welltower Inc.
+1.69%
+$4,585.28 
ET Energy Transfer L.P.
+1.65%
+$5,080.28 
RIO Rio Tinto Plc Sponsored ADR
+1.65%
+$13,680 
UNP Union Pacific Corporation
+1.65%
+$18,869.02 
WFC Wells Fargo & Company
+1.61%
+$4,418.26 
BAC Bank of America Corporation
+1.56%
+$5,049.06 
GLW Corning Incorporated
+1.5%
+$20,044.6 
CAT Caterpillar Inc.
+1.44%
+$9,058.01 
XLF Financial Select Sector SPDR Fund
+1.37%
+$15,664.32 
TXN Texas Instruments Inc
+1.35%
+$4,731.53 
ABBV AbbVie Inc.
+1.32%
+$22,664.72 
O Realty Income Corporation
+1.31%
+$3,646.62 
APD Air Products and Chemicals, Inc.
+1.26%
+$2,632 
LRCX Lam Research Corporation
+1.18%
+$17,160.04 
CBRE CBRE Group Inc.
+1.14%
+$2,550 
RDVY First Trust Rising Dividend Achievers ETF
+1.11%
+$2,605.8 
JNJ Johnson & Johnson
+1.07%
+$30,617.16 
RDVI FT Vest Rising Dividend Achievers Fund
+1.06%
+$13,573.2 
V Visa Inc. Class A
+1.05%
+$24,151.7 
ARCC Ares Capital Corporation
+1%
+$2,028.82 
IJR iShares Core S&P Small-Cap ETF
+0.97%
+$3,919.23 
TDVI FT Vest Technology Dividend Mutual Fund
+0.96%
+$5,613.79 
SDVD FT Vest Smid Rising Dividend Fund
+0.89%
+$4,365.6 
OTIS Otis Worldwide Corporation
+0.88%
+$2,895.4 
IWM iShares Russell 2000 ETF
+0.87%
+$2,184.41 
FXU First Trust Utilities AlphaDEX Fund
+0.87%
+$2,755.21 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.87%
+$2,144.35 
PG Procter & Gamble Co
+0.86%
+$11,243.31 
NU Nu Holdings Ltd.
+0.83%
+$1,420 
FENY Fidelity MSCI Energy Index ETF
+0.79%
+$4,726.75 
ISPY ProShares S&P High Income ETF
+0.78%
+$2,049.43 
GE General Electric Company
+0.76%
+$5,252.68 
CVX Chevron Corporation
+0.75%
+$12,706.31 
DLR Digital Realty Trust, Inc.
+0.74%
+$1,720.4 
WCC Wesco International Inc.
+0.74%
+$2,347.52 
SBUX Starbucks Corporation
+0.74%
+$4,577.49 
KMB Kimberly-Clark Corporation
+0.74%
+$3,276 
FVD First Trust Value Line Dividend Index Fund
+0.73%
+$2,034.55 
HD The Home Depot, Inc.
+0.73%
+$4,702.88 
FLQL Franklin U.S. Large Cap Multisector Fund
+0.73%
+$7,443.52 
MA Mastercard Incorporated
+0.71%
+$8,241.25 
BRK-B Berkshire Hathaway Inc.
+0.71%
+$49,384.58 
COST Costco Wholesale Corporation
+0.68%
+$26,819.74 
TSM Taiwan Semiconductor Manufacturing Co. Ltd. ADR
+0.68%
+$6,720.96 
QQQM Invesco NASDAQ 100 ETF
+0.68%
+$2,204.94 
CGDV Capital Group Dividend Value ETF
+0.66%
+$5,727.04 
FTQI First Trust Nasdaq BuyWrite Fund
+0.64%
+$5,295.08 
WMB The Williams Companies, Inc.
+0.64%
+$1,805.51 
QQQ Invesco QQQ Trust, Series 1
+0.59%
+$13,934.54 
XLI Industrial Select Sector SPDR Fund
+0.59%
+$3,103.39 
STRD MicroStrategy Incorporated 10.00% Series A Perpetual Strife Preferred Stock
+0.58%
+$2,551.04 
XYLD Global X S&P 500 Covered Call ETF
+0.57%
+$2,070.69 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.56%
+$2,146.52 
KNG Fidelity S&P 500 Dividend Aristocrats ETF
+0.56%
+$4,033.4 
IVV iShares Core S&P 500 ETF
+0.55%
+$3,161.59 
FTHI First Trust Exchange-Traded Fund IV - First Trust BuyWrite Income ETF
+0.55%
+$4,463.29 
GPIX S&P 500 Core Premium Income Fund
+0.55%
+$1,534.2 
VOO Vanguard S&P 500 ETF
+0.55%
+$12,491.86 
GOF Guggenheim Strategic Opportunities Fund
+0.55%
+$658.74 
MAIN Main Street Capital Corporation
+0.54%
+$1,514.24 
SPY SPDR S&P 500 ETF Trust
+0.54%
+$10,705.14 
GOOGL Alphabet Inc
+0.53%
+$34,486.96 
VIG Vanguard Dividend Appreciation ETF
+0.53%
+$1,291.25 
CSWC Capital Southwest Corporation
+0.51%
+$1,382.4 
FTGS First Trust Growth Strength ETF
+0.5%
+$1,626.88 
NET Cloudflare Inc.
+0.46%
+$1,497.6 
GOOG Alphabet Inc
+0.45%
+$12,096 
WMT Walmart Inc.
+0.45%
+$9,493.22 
PFXF VanEck Preferred Securities ex Financials ETF
+0.43%
+$854.8 
JEPI JPMorgan Equity Premium Income Fund
+0.43%
+$1,573.45 
BMY Bristol-Myers Squibb Company
+0.4%
+$1,480.97 
AME Ametek Inc.
+0.4%
+$16,379.82 
NMZ Nuveen Municipal High Income Opportunity Fund
+0.39%
+$1,782.52 
ROK Rockwell Automation, Inc.
+0.38%
+$73,130.75 
PEP PepsiCo, Inc.
+0.38%
+$2,688.12 
HYT BlackRock Corporate High Yield Fund, Inc.
+0.35%
+$465.42 
DFJ WisdomTree Japan SmallCap Dividend Fund
+0.31%
+$1,155 
WM Waste Management, Inc.
+0.3%
+$1,986.63 
XOM Exxon Mobil Corporation
+0.28%
+$10,634.18 
CARR Carrier Global Corporation
+0.24%
+$1,946.84 
HELO JPMorgan Hedged Equity Laddered Overlay ETF
+0.22%
+$1,141.5 
DMAY FT Vest US Equity Deep Buffer Fund
+0.2%
+$613.8 
ADP Automatic Data Processing Inc.
+0.2%
+$1,762.68 
SKYY First Trust Cloud Computing ETF
+0.18%
+$611.29 
NVDA NVIDIA Corporation
+0.16%
+$8,561.6 
PFE Pfizer Inc.
+0.15%
+$460.04 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.12%
+$1,103.48 
CGGR Capital Group Growth ETF
+0.11%
+$468.8 
KO The Coca-Cola Company
+0.11%
+$1,347.66 
MSFT Microsoft Corp.
+0.1%
+$6,315.44 
IBB iShares Biotechnology ETF
+0.1%
+$678.09 
FDX FedEx Corporation
+0.09%
+$310 
AIQ Global X Artificial Intelligence & Technology ETF
+0.08%
+$414.7 
DJUN FT VEST US Equity Deep Buffer Fund
+0.06%
+$137.43 
GLD SPDR Gold Shares
+0.06%
+$289.74 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.03%
+$1,252.95 
IWF iShares Russell 1000 Growth ETF
+0.03%
+$77.44 
TBIL US Treasury 3 Month Bill ETF
+0.03%
+$265.96 
SHV iShares Short Treasury Bond ETF
+0.03%
+$718.5 
JAAA Janus Henderson AAA CLO ETF
+0.02%
+$616.14 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.02%
+$847 
USFR WisdomTree Floating Rate Treasury Fund
+0.02%
+$128.89 
CLTL Invesco Treasury Collateral ETF
+0.02%
+$303.4 
ORCL Oracle Corporation
+0.02%
+$319.84 
MCD McDonald's Corporation
+0.01%
+$72.06 
ORCC Owl Rock Capital Corporation
0%
$0 
SCHO Schwab Short-Term U.S. Treasury ETF
0%
$0 
TM Toyota Motor Corporation
0%
$0 
VTEC Vanguard California Tax-Exempt Bond Fund
0%
$0 
LLY Eli Lilly and Company
-2.41%
-$42,288.27 
PLTR Palantir Technologies Inc.
-2.36%
-$23,684.87 
ABT Abbott Laboratories
-1.64%
-$5,022.99 
MEDP Medpace Holdings Inc.
-1.63%
-$15,460.01 
AAPL Apple Inc.
-1.52%
-$283,365 
LMT Lockheed Martin Corporation
-1.52%
-$10,838.26 
MRK Merck & Co., Inc.
-1.42%
-$11,020.93 
AMZN Amazon.com Inc
-1.23%
-$67,505.53 
BA Boeing Company
-1.16%
-$37,193.24 
NFLX Netflix, Inc.
-1.14%
-$15,162.72 
IBM International Business Machines Corporation
-0.95%
-$13,480.75 
AVGO Broadcom Inc.
-0.91%
-$36,326.53 
MUC BlackRock MuniHoldings California Quality Fund, Inc.
-0.65%
-$1,099.49 
CSCO Cisco Systems, Inc.
-0.6%
-$8,986.32 
HACK Amplify Cybersecurity ETF
-0.59%
-$2,099.3 
ETN Eaton Corporation plc
-0.57%
-$2,700 
PCQ PIMCO California Municipal Income Fund
-0.57%
-$8,186.75 
SYY Sysco Corporation
-0.56%
-$4,911.3 
NKX Nuveen California AMT-Free Quality Municipal Income Fund
-0.48%
-$1,105.5 
NAC Nuveen California Quality Municipal Income Fund
-0.41%
-$1,612.45 
NOC Northrop Grumman Corporation
-0.4%
-$838.77 
RTX RTX Corporation
-0.37%
-$8,915.61 
MRVL Marvell Technology, Inc.
-0.36%
-$5,287.25 
GBDC Golub Capital BDC, Inc.
-0.3%
-$602.4 
TLH iShares 10-20 Year Treasury Bond ETF
-0.26%
-$1,384.24 
META Meta Platforms Inc Class A
-0.26%
-$4,297.83 
TLT iShares 20+ Year Treasury Bond ETF
-0.24%
-$970.41 
TSLX Sixth Street Specialty Lending Inc.
-0.24%
-$466.72 
GILD Gilead Sciences Inc.
-0.22%
-$5,052.04 
SHEL Shell plc
-0.22%
-$1,719.31 
BXSL Blackstone Secured Lending Fund
-0.21%
-$444.6 
VCV Invesco California Value Municipal Income Trust
-0.19%
-$817.32 
XLV Health Care Select Sector SPDR Fund
-0.18%
-$1,149.38 
IEF iShares 7-10 Year Treasury Bond ETF
-0.17%
-$1,377.92 
MDT Medtronic plc
-0.16%
-$390 
SCHZ Schwab U.S. Aggregate Bond ETF
-0.13%
-$3,201.51 
TOPT iShares Top 20 U.S. Stocks ETF
-0.12%
-$1,407.96 
AGG iShares Core U.S. Aggregate Bond ETF
-0.12%
-$3,076.8 
IEI iShares 3-7 Year Treasury Bond ETF
-0.12%
-$1,289.12 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.12%
-$457.45 
FTGC First Trust Global Tactical Commodity Strategy Fund
-0.1%
-$208.31 
UCON First Trust TCW Unconstrained Plus Bond ETF
-0.08%
-$194.4 
FIXD First Trust TCW Opportunistic Fixed Income Fund
-0.08%
-$2,238.42 
JSI Janus Henderson Securitized Income ETF
-0.08%
-$228.16 
SPAB SPDR Portfolio Aggregate Bond ETF
-0.08%
-$1,736.72 
HTGC Hercules Capital Inc.
-0.06%
-$241.53 
CGCP Capital Group Core Plus Income ETF
-0.04%
-$2,726.91 
VGSH Vanguard Short-Term Treasury Fund
-0.03%
-$183.86 
IBIT iShares Bitcoin Trust
-0.03%
-$320.34 
FSMB First Trust Short Duration Managed Municipal ETF
-0.03%
-$56.16 
SHY iShares 1-3 Year Treasury Bond ETF
-0.02%
-$80.2 
STIP iShares 0-5 Year TIPS Bond ETF
-0.02%
-$69.36 
FTSM First Trust Enhanced Short Maturity Fund
-0.01%
-$146.59 Events
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Dividends
Dividend Analysis
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| Trades 1481 | Longs Won 967/1481 65% | Profit Factor 8.5 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $276,947.36 |
| Average Win $75,663.62 | Best Trade (Jun 14) $6.36M | Sharpe Ratio -11.2 |
| Average Loss -$16,746.23 | Worst Trade (Jun 14) -$841,250.37 | Z-Score 8.05 (100%) |
| Commissions $0 | Avg. Trade Length 1y 4m 3w 6d | Expectancy $43,591.6 |
| 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 | 13,889 | 12,500 | 11,111 | 9,722 | 8,333 | 6,944 | 5,556 | 4,167 | 2,778 | 1,389 |
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Returns
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