Sue Oleari Portfolio
Invests via Trifecta Capital Advisors LLC | Managed by Sue Oleari, Jeff Berman, Paul Tromp
Invests via Trifecta Capital Advisors LLC
Managed by Sue Oleari, Jeff Berman, Paul Tromp
Automatically Tracked
Sue Oleari Profile
Sue Oleari boasts a significant background in investment banking, specializing in financial advisory and corporate development within the technology sector. With years of experience leading critical transactions for high-growth companies, she has earned recognition for her ability to foster strategic partnerships that enhance market position and drive innovation. Her expertise extends beyond traditional finance, as she actively engages with startups to develop scalable solutions that address emerging market needs. As an influential figure in fostering entrepreneurship, she plays a vital role in mentoring future leaders while facilitating connections between established firms and budding enterprises.
Sue Oleari boasts a significant background in investment banking, specializing in financial advisory and corporate development within the technology sector. With years of experience leading critical transactions for high-growth companies, she has earned recognition for her ability to foster strategic partnerships that enhance market position and drive innovation. Her expertise extends beyond traditional finance, as she actively engages with startups to develop scalable solutions that address emerging market needs. As an influential figure in fostering entrepreneurship, she plays a vital role in mentoring future leaders while facilitating connections between established firms and budding enterprises.
Investment Philosophy & Strategy
Growth opportunities in the technology sector motivate investing decisions. Sue Oleari leverages her extensive expertise to identify and support startups poised for significant expansion. Her strategic vision involves cultivating partnerships that not only enhance market positioning but also unlock innovative solutions tailored to evolving customer demands. With a focus on fostering entrepreneurship, she nurtures early-stage companies while guiding them towards scalability and operational efficiency. This approach allows for an agile response to emerging trends, promoting sustainable growth within her portfolio.
Growth opportunities in the technology sector motivate investing decisions. Sue Oleari leverages her extensive expertise to identify and support startups poised for significant expansion. Her strategic vision involves cultivating partnerships that not only enhance market positioning but also unlock innovative solutions tailored to evolving customer demands. With a focus on fostering entrepreneurship, she nurtures early-stage companies while guiding them towards scalability and operational efficiency. This approach allows for an agile response to emerging trends, promoting sustainable growth within her portfolio.
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:
112.53%
Gain +0.6%
Monthly
2.24%
Yearly
30.4%
Drawdown
25.23%
$779.52M
Equity
Holdings
$779.52M
Investment
$426.94M
$372.26M
Profit +$2.95M
Realized
$19.68M
Unrealized
$352.58M
Dividends
$16.51M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.6%
Profit
$2.95M
Win %
80%
This Week
Compared To Last Week
Gain
0.38%
Profit
$2.95M
Win %
80%
This Month
Compared to last month
Gain
-1.16%
Profit
-$9.18M
Win %
80%
This Year
Compared to last year
Gain
20.69%
Profit
$133.64M
Win %
79%
CRWD CrowdStrike Holdings, Inc.
+14.38%
+$2.68M 
PANW Palo Alto Networks, Inc.
+14.16%
+$3.3M 
FTNT Fortinet Inc.
+9.01%
+$19,332.49 
XRPR REX-Osprey XRP ETF
+7.72%
+$641.25 
NOW ServiceNow, Inc.
+7.53%
+$417,013.54 
CRCL Circle Internet Group, Inc.
+7.36%
+$887.11 
TWST Twist Bioscience Corporation
+6.89%
+$4,165.75 
SPOT Spotify Technology S.A.
+6.53%
+$93,288.89 
ACN Accenture plc Class A
+6.28%
+$12,300.76 
SAP SAP SE Sponsored ADR
+5.92%
+$647.92 
EMBC Embecta Corp.
+5.76%
+$5.98 
INTU Intuit Inc.
+5.55%
+$392.48 
AVAV AeroVironment Inc.
+4.98%
+$146 
ADBE Adobe Inc.
+4.54%
+$858.75 
DDOG Datadog, Inc. Class A Common Stock
+4.51%
+$2,891.3 
CRM Salesforce Inc
+4.5%
+$299,365.84 
BSX Boston Scientific Corporation
+4.49%
+$93,249.88 
MSTR Strategy Inc.
+4.25%
+$14,816.2 
SHOP Shopify Inc.
+4.17%
+$17,737.5 
PLTR Palantir Technologies Inc.
+4.11%
+$472,250.62 
TTWO Take-Two Interactive Software, Inc.
+4.03%
+$3,474 
NFLX Netflix, Inc.
+3.87%
+$167,390.55 
NTRA NATERA INC (Common Stock) – ticker 45E
+3.65%
+$6,005.01 
ARMP Armata Pharmaceuticals Inc.
+3.53%
+$135.66 
BYSI BeyondSpring Inc.
+3.27%
+$37.5 
MCK McKesson Corporation
+3.21%
+$5,654 
KLAR Klarna Group Plc
+3.11%
+$78.69 
ADP Automatic Data Processing Inc.
+3.1%
+$1,257.83 
GOOGL Alphabet Inc
+3.09%
+$156,875.4 
DOX Amdocs Limited
+2.98%
+$503.25 
APP AppLovin Corporation Class A Common Stock
+2.97%
+$163.54 
GOOG Alphabet Inc
+2.97%
+$746,720.37 
META Meta Platforms Inc Class A
+2.91%
+$440,075.25 
ARKG ARK Genomic Revolution ETF
+2.81%
+$198.4 
BDX Becton, Dickinson and Company
+2.8%
+$522.9 
IBM International Business Machines Corporation
+2.73%
+$650.72 
EG Everest Group, Ltd.
+2.48%
+$738.4 
TXG 10x Genomics Inc.
+2.48%
+$357 
IBIT iShares Bitcoin Trust
+2.42%
+$20.14 
ISRG Intuitive Surgical, Inc.
+2.39%
+$130,207.33 
SE Sea Ltd.
+2.38%
+$131.56 
MSFT Microsoft Corp.
+2.3%
+$822,967.46 
WMT Walmart Inc.
+2.27%
+$134,587.32 
WM Waste Management, Inc.
+2.27%
+$5,703.59 
XLC Communication Services Select Sector SPDR Fund
+2.22%
+$977.5 
DIS The Walt Disney Company
+2.14%
+$3,337.92 
LLY Eli Lilly and Company
+2.06%
+$588,745.35 
MCD McDonald's Corporation
+2.02%
+$2,391.9 
T AT&T Inc.
+2%
+$1,976 
HOOD Robinhood Markets, Inc.
+1.95%
+$82,687 
GILD Gilead Sciences Inc.
+1.93%
+$8,836.3 
CLX The Clorox Company
+1.93%
+$3,971.5 
MRSH Marsh & McLennan Companies, Inc.
+1.78%
+$631 
CME CME Group Inc.
+1.73%
+$2,810.2 
ABBV AbbVie Inc.
+1.7%
+$178,274.76 
KTOS Kratos Defense & Security Solutions, Inc.
+1.69%
+$158 
MAR Marriott International Inc. - Class A
+1.68%
+$11,343.42 
COST Costco Wholesale Corporation
+1.59%
+$250,849.97 
XPEV Xpeng Inc.
+1.56%
+$0.33 
ALGN Align Technology, Inc.
+1.52%
+$629.75 
LHX L3Harris Technologies, Inc.
+1.5%
+$59,997.32 
XLV Health Care Select Sector SPDR Fund
+1.46%
+$29,250.54 
KMB Kimberly-Clark Corporation
+1.45%
+$1,125.75 
EW Edwards Lifesciences Corporation
+1.43%
+$5,263.5 
VHT Vanguard Health Care ETF
+1.37%
+$1,013.88 
UBER Uber Technologies, Inc.
+1.26%
+$104,838.82 
UNH UnitedHealth Group Incorporated
+1.26%
+$3,736.6 
NVO Novo Nordisk A/S Sponsored ADR
+1.2%
+$2,068.24 
SNOW Snowflake Inc.
+1.14%
+$2,879.81 
LMT Lockheed Martin Corporation
+1.12%
+$66,553.46 
KO The Coca-Cola Company
+1.11%
+$2,420.6 
ZTS Zoetis Inc.
+1.11%
+$486 
LOW Lowe's Companies Inc.
+1.09%
+$8,417.21 
AFG American Financial Group Inc.
+1.07%
+$2,135 
IDXX IDEXX Laboratories, Inc.
+1.07%
+$864 
V Visa Inc. Class A
+1.06%
+$107,897.12 
AWK American Water Works Company, Inc.
+1.04%
+$1,501.5 
AMGN Amgen Inc.
+1.03%
+$62,368.64 
BRK-B Berkshire Hathaway Inc.
+1.03%
+$13,673.51 
XBI SPDR S&P Biotech ETF
+1.02%
+$390.77 
WCN Waste Connections Inc.
+0.99%
+$1,243.45 
MUSA Murphy USA Inc.
+0.97%
+$2,410.62 
HD The Home Depot, Inc.
+0.97%
+$62,918.78 
ABT Abbott Laboratories
+0.94%
+$1,597.44 
AXP American Express Company
+0.89%
+$1,658.87 
BRK-A Berkshire Hathaway Inc.
+0.86%
+$66,059.4 
IBB iShares Biotechnology ETF
+0.86%
+$522 
LYV Live Nation Entertainment, Inc.
+0.85%
+$626.4 
VRTX Vertex Pharmaceuticals Incorporated
+0.81%
+$70,044.26 
TRV The Travelers Companies, Inc.
+0.78%
+$1,023.75 
DE Deere & Company
+0.74%
+$104.71 
ESS Essex Property Trust, Inc.
+0.73%
+$613.8 
MP MP Materials Corp.
+0.66%
+$737 
GEHC GE HealthCare Technologies Inc.
+0.63%
+$1.6 
MA Mastercard Incorporated
+0.6%
+$147.28 
ITW Illinois Tool Works Inc.
+0.58%
+$1,638 
SHAK Shake Shack Inc.
+0.57%
+$2,592 
SWX Southwest Gas Holdings Inc.
+0.56%
+$480 
AAPL Apple Inc.
+0.55%
+$214,941.99 
JNJ Johnson & Johnson
+0.55%
+$5,762.66 
RPM RPM International Inc.
+0.53%
+$159 
CPT Camden Property Trust
+0.52%
+$90.18 
MAGS Roundhill Magnificent Seven Fund
+0.52%
+$365 
MRK Merck & Co., Inc.
+0.51%
+$4,206.46 
PG Procter & Gamble Co
+0.5%
+$2,687.13 
DAL Delta Air Lines, Inc.
+0.39%
+$930 
SBUX Starbucks Corporation
+0.39%
+$11,997.36 
PZG Paramount Gold Nevada Corp.
+0.38%
+$237 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.37%
+$39 
TMO Thermo Fisher Scientific Inc.
+0.36%
+$26,439.48 
ODV Osisko Development Corp.
+0.35%
+$13 
MELI MercadoLibre, Inc.
+0.34%
+$386.4 
GD General Dynamics Corporation
+0.33%
+$119 
ONDS Ondas Holdings Inc.
+0.21%
+$1.5 
NSC Norfolk Southern Corporation
+0.16%
+$300.01 
D Dominion Energy, Inc.
+0.15%
+$110 
HMC Honda Motor Co., Ltd.
+0.14%
+$22.5 
NIO Nio Inc.
+0.14%
+$0.02 
TJX The TJX Companies, Inc.
+0.11%
+$6,597.5 
RSP Invesco S&P 500 Equal Weight ETF
+0.11%
+$6.9 
FANG Diamondback Energy Inc
+0.08%
+$275.4 
PEP PepsiCo, Inc.
+0.07%
+$4.5 
DOV Dover Corporation
+0.05%
+$237.29 
NTCXF Natcore Technology Inc.
0%
$0 
SCHW Charles Schwab Corporation
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
CTEX ProShares S&P Kensho Cleantech ETF
0%
$0 
ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB)
-10.86%
-$10,374.64 
GEV GE Vernova Inc.
-8.67%
-$12,113.62 
OLED Universal Display Corporation
-8.31%
-$694.21 
LFUS Littelfuse Inc.
-8.22%
-$10,694.53 
LRCX Lam Research Corporation
-7.84%
-$944,122.6 
ETN Eaton Corporation plc
-7.43%
-$700,351.16 
VRT Vertiv Holdings Co
-7.17%
-$528,449.19 
ASML ASML Holding N.V. New York Registry Shares
-6.88%
-$1,869.44 
CEG Constellation Energy Corporation
-6.71%
-$4,646.16 
MRVL Marvell Technology, Inc.
-6.65%
-$20,623.24 
AMAT Applied Materials, Inc.
-6.61%
-$3,529.89 
KLAC KLA Corporation
-6.41%
-$231.4 
POWL Powell Industries Inc.
-6.13%
-$100.75 
JCI Johnson Controls International plc
-5.82%
-$35,420.26 
ANET Arista Networks, Inc.
-5.4%
-$10,327.24 
BAC Bank of America Corporation
-5.39%
-$18,590 
NBIS Nebius Group N.V.
-5.16%
-$25,476 
DELL Dell Technologies Inc.
-5.15%
-$1,839.6 
AVGO Broadcom Inc.
-4.79%
-$811,069.41 
MU Micron Technology, Inc.
-4.76%
-$34,852.51 
PWR Quanta Services Inc.
-4.57%
-$89.28 
ORCL Oracle Corporation
-4.47%
-$222,917.86 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
-4.31%
-$233.7 
CAT Caterpillar Inc.
-4.18%
-$862,566.73 
HEI Heico Corporation
-4.17%
-$461.65 
BKR Baker Hughes Company
-4%
-$2.36 
GS The Goldman Sachs Group, Inc.
-3.97%
-$540,537.6 
AMD Advanced Micro Devices, Inc.
-3.88%
-$633,956.82 
EQIX Equinix, Inc.
-3.85%
-$4,600 
TEL TE Connectivity plc
-3.64%
-$1,087.11 
CCJ Cameco Corporation
-3.49%
-$2,110.44 
CDNS Cadence Design Systems, Inc.
-3.46%
-$10,950 
MS Morgan Stanley
-3.43%
-$437,541.65 
COPJ Sprott Junior Copper Miners ETF
-3.32%
-$1,510 
COPX Global X Copper Miners ETF
-3.23%
-$2,855 
UBS UBS Group AG
-2.94%
-$154.08 
NEM Newmont Corporation
-2.92%
-$29.6 
B BARRICK MINING CORP Common Stock (ABR0)
-2.88%
-$7,875 
NVDA NVIDIA Corporation
-2.84%
-$1.5M 
NVA Nova Minerals Ltd. ADR
-2.61%
-$9,478.4 
RIOT Riot Platforms, Inc.
-2.56%
-$12.12 
EMR Emerson Electric Co.
-2.53%
-$385 
LCID Lucid Group, Inc.
-2.38%
-$4.51 
IEMG iShares Core MSCI Emerging Markets ETF
-2.37%
-$682.08 
ITT Itt Inc.
-2.32%
-$545.1 
IAUX I-80 Gold Corp.
-2.29%
-$1,400 
FCX Freeport-McMoRan Inc.
-2.25%
-$54.4 
STX Seagate Technology Holdings plc
-2.24%
-$315.69 
GE General Electric Company
-2%
-$4,017.87 
EQT EQT Corporation
-1.89%
-$204 
ICLN iShares Global Clean Energy ETF
-1.84%
-$90.75 
FTC First Trust Large Cap Growth Fund
-1.73%
-$858.69 
JPM JPMorgan Chase & Co.
-1.71%
-$172,770.58 
MMM 3M Company
-1.7%
-$295.05 
CSCO Cisco Systems, Inc.
-1.69%
-$21,158.55 
GLTR abrdn Physical Precious Metals Basket Shares ETF
-1.64%
-$814.15 
APD Air Products and Chemicals, Inc.
-1.54%
-$2,855.63 
XLK State Street Technology Select Sector SPDR ETF
-1.49%
-$56,321.73 
TSLA Tesla, Inc.
-1.44%
-$2,630.25 
WMB The Williams Companies, Inc.
-1.43%
-$254.8 
XLI Industrial Select Sector SPDR Fund
-1.42%
-$500.2 
GLD SPDR Gold Shares
-1.35%
-$15,666.53 
RTX RTX Corporation
-1.31%
-$1,388.32 
IAU iShares Gold Trust
-1.3%
-$10.65 
AMZN Amazon.com Inc
-1.28%
-$428,748.48 
VGT Vanguard Information Technology ETF
-1.25%
-$3,454.88 
BLK BlackRock, Inc.
-1.24%
-$78,037.42 
CWB SPDR Bloomberg Convertible Securities ETF
-1.24%
-$8,714.62 
RIVN Rivian Automotive, Inc.
-1.24%
-$59.4 
IJK iShares S&P Mid-Cap 400 Growth ETF
-1.22%
-$3,454.4 
ARLP Alliance Resource Partners, L.P.
-1.17%
-$1,085.35 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-1.16%
-$1,918.99 
VWO Vanguard FTSE Emerging Markets ETF
-1.15%
-$4,064.36 
IBKR Interactive Brokers Group Inc.
-1.09%
-$204 
GRAL Grail, Inc.
-1.02%
-$6,474 
SCHA Schwab U.S. Small-Cap ETF
-0.99%
-$109.21 
CVX Chevron Corporation
-0.97%
-$9,025.19 
HWM Howmet Aerospace Inc.
-0.95%
-$131.4 
XOM Exxon Mobil Corporation
-0.9%
-$9,752.12 
QCOM QUALCOMM Incorporated
-0.87%
-$67.94 
IVOO Vanguard S&P Mid-Cap 400 ETF
-0.86%
-$278.64 
AEP American Electric Power Company, Inc.
-0.85%
-$1,050 
IJH iShares Core S&P Mid-Cap ETF
-0.83%
-$200,813.49 
MDY SPDR S&P MidCap 400 ETF Trust
-0.81%
-$101,076.54 
COP ConocoPhillips
-0.7%
-$274.56 
NEE NextEra Energy, Inc.
-0.67%
-$970.2 
IWF iShares Russell 1000 Growth ETF
-0.65%
-$1,373.76 
IWP iShares Russell Mid-Cap Growth ETF
-0.63%
-$997.02 
VMC Vulcan Materials Company
-0.62%
-$375.96 
COF Capital One Financial Corporation
-0.6%
-$4,060.98 
USAU U.S. Gold Corp.
-0.6%
-$22.98 
LIN Linde plc
-0.58%
-$415.8 
DFUV Dimensional US Marketwide Value ETF
-0.57%
-$691.27 
DOW Dow Inc.
-0.57%
-$66 
HON Honeywell International Inc.
-0.56%
-$358.31 
AIQ Global X Artificial Intelligence & Technology ETF
-0.56%
-$1,235.4 
QQQ Invesco QQQ Trust, Series 1
-0.55%
-$324,658.4 
IJR iShares Core S&P Small-Cap ETF
-0.54%
-$156,631.45 
F Ford Motor Company
-0.5%
-$70 
VO Vanguard Mid-Cap ETF
-0.48%
-$121.68 
ET Energy Transfer L.P.
-0.46%
-$3,230 
IX Orix Corporation Sponsored ADR
-0.46%
-$74 
SO The Southern Company
-0.45%
-$409.5 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.38%
-$763.64 
USB U.S. Bancorp
-0.36%
-$1,374.3 
IWO iShares Russell 2000 Growth ETF
-0.35%
-$2,249.41 
EPD Enterprise Products Partners L.P.
-0.35%
-$491.4 
VIG Vanguard Dividend Appreciation ETF
-0.34%
-$4,526.4 
DFAT Dimensional US Targeted Value ETF
-0.34%
-$267.84 
SCHK Schwab 1000 Index ETF
-0.34%
-$10 
SPY SPDR S&P 500 ETF Trust
-0.34%
-$73,645.53 
IVV iShares Core S&P 500 ETF
-0.33%
-$68,123.63 
HCA HCA Healthcare Inc.
-0.33%
-$303.15 
VOO Vanguard S&P 500 ETF
-0.33%
-$5,790.72 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.32%
-$10,528.21 
IWB iShares Russell 1000 ETF
-0.32%
-$670 
CSX CSX Corporation
-0.32%
-$325.5 
VB Vanguard Small-Cap ETF
-0.31%
-$319.5 
FNX First Trust Mid Cap Core AlphaDEX Fund
-0.3%
-$58.14 
ACEL Accel Entertainment Inc.
-0.3%
-$320.04 
GWW W.W. Grainger, Inc.
-0.3%
-$231.6 
OEF iShares S&P 100 ETF
-0.3%
-$2,542.2 
VXF Vanguard Extended Market ETF
-0.28%
-$636.52 
CTAS Cintas Corporation
-0.28%
-$305.25 
PFEB Innovator U.S. Equity Power Buffer ETF - February
-0.27%
-$64.92 
BA Boeing Company
-0.25%
-$169 
PSEP Innovator U.S. Equity Power Buffer ETF
-0.22%
-$42 
ESLT Elbit Systems Ltd.
-0.21%
-$62.11 
TILT FlexShares Morningstar US Market Factor Tilt Index Fund
-0.21%
-$427.8 
IWM iShares Russell 2000 ETF
-0.18%
-$7,822.92 
VTWO Vanguard Russell 2000 ETF
-0.18%
-$48.93 
VUG Vanguard Growth ETF
-0.17%
-$355.49 
DIA SPDR Dow Jones Industrial Average ETF Trust
-0.15%
-$291.59 
DRTS Alpha Tau Medical Ltd.
-0.14%
-$194 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.14%
-$113.85 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.11%
-$273.21 
AMP Ameriprise Financial, Inc.
-0.11%
-$768.59 
IWS iShares Russell Mid-Cap Value ETF
-0.1%
-$36.3 
IVE ISHARES S&P 500 VALUE ETF
-0.1%
-$201.03 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
-0.06%
-$118.89 
WAT Waters Corporation
-0.05%
-$2.6 
DVY iShares Select Dividend ETF
-0.04%
-$1,166.2 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
-0.04%
-$0.37 
BND Vanguard Total Bond Market Index Fund
-0.02%
-$2.87 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.01%
-$6.68 
XLY Consumer Discretionary Select Sector SPDR Fund
-0.01%
-$36 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.01%
-$0.54 Events
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Dividends
Dividend Analysis
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No Data
| Trades 2423 | Longs Won 1670/2423 68% | Profit Factor 18.83 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.34M |
| Average Win $235,408.36 | Best Trade (Sep 04) $39.65M | Sharpe Ratio -12.51 |
| Average Loss -$27,720.74 | Worst Trade (Aug 02) -$3.35M | Z-Score 10.89 (100%) |
| Commissions $0 | Avg. Trade Length 1y 6m 4w 1d | Expectancy $153,635.27 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 27,778 | 25,000 | 22,222 | 19,444 | 16,667 | 13,889 | 11,111 | 8,333 | 5,556 | 2,778 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 117,454 | $16.92M | $39.24M | - | $22.32M | 131.97% | +0.551% |
| ABBV AbbVie Inc. | 40,702 | $7.44M | $10.64M | - | $3.21M | 43.12% | +1.703% |
| ABT Abbott Laboratories | 1,664 | $223,622.71 | $171,242.24 | - | -$52,380.47 | -23.42% | +0.942% |
| ACEL Accel Entertainment Inc. | 9,144 | $86,934.9 | $105,750.36 | - | $18,815.46 | 21.64% | -0.302% |
| ACN Accenture plc Class A | 1,065 | $350,639.89 | $208,154.25 | - | -$142,485.64 | -40.64% | +6.281% |
| ADBE Adobe Inc. | 75 | $33,351.01 | $19,776 | - | -$13,575.01 | -40.7% | +4.54% |
| ADP Automatic Data Processing Inc. | 151 | $37,912.54 | $41,765.09 | - | $3,852.55 | 10.16% | +3.105% |
| AEP American Electric Power Company, Inc. | 1,000 | $91,984.08 | $122,280 | - | $30,295.92 | 32.94% | -0.851% |
| AFG American Financial Group Inc. | 1,400 | $170,100 | $200,879 | - | $30,779 | 18.09% | +1.074% |
| AIQ Global X Artificial Intelligence & Technology ETF | 3,480 | $152,042 | $221,415 | - | $69,373 | 45.63% | -0.555% |
| ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB) | 328 | $43,444 | $85,145.52 | - | $41,701.52 | 95.99% | -10.861% |
| ALGN Align Technology, Inc. | 275 | $57,997.47 | $42,105.25 | - | -$15,892.22 | -27.4% | +1.518% |
| AMAT Applied Materials, Inc. | 117 | $17,403.54 | $49,879.44 | - | $32,475.9 | 186.61% | -6.609% |
| AMD Advanced Micro Devices, Inc. | 31,682 | $4.02M | $15.72M | - | $11.69M | 290.61% | -3.877% |
| AMGN Amgen Inc. | 15,992 | $4.5M | $6.1M | - | $1.59M | 35.4% | +1.034% |
| AMP Ameriprise Financial, Inc. | 1,260 | $656,159.87 | $701,820 | - | $45,660.13 | 6.96% | -0.109% |
| AMZN Amazon.com Inc | 130,716 | $16.25M | $33.14M | - | $16.88M | 103.87% | -1.277% |
| ANET Arista Networks, Inc. | 958 | $105,198.03 | $180,879.98 | - | $75,681.95 | 71.94% | -5.401% |
| APD Air Products and Chemicals, Inc. | 636 | $177,301.35 | $182,493.84 | - | $5,192.49 | 2.93% | -1.541% |
| APP AppLovin Corporation Class A Common Stock | 17 | $5,952 | $5,670.86 | - | -$281.14 | -4.72% | +2.97% |
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FAQ
Which stocks have generated the highest profits for Sue Oleari?
The largest contributions to the portfolio's profits come from the following stocks: Alphabet Inc - $4.49M, Palantir Technologies Inc - $3.67M, Apple Inc - $2.72M, Eli Lilly and Company - $2.06M, and SPDR S&P 500 ETF Trust - $1.88M. 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: UnitedHealth Group Incorporated - $1.53M, Regeneron Pharmaceuticals, Inc - $745,246.43, Bristol-Myers Squibb Company - $643,475.76, Spotify Technology S.A - $568,061.33, and Netflix, Inc - $562,475.57. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Sue Oleari's portfolio generate?
The portfolio generates substantial dividend income, with a total of $16.51M earned over time. The largest contributors to dividend income include iShares Core S&P Small-Cap ETF - $1.02M, Invesco QQQ Trust, Series 1 - $757,633.07, Microsoft Corp - $743,182.88, Morgan Stanley - $741,153.19, and SPDR S&P 500 ETF Trust - $716,425.07. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Sue Oleari's monthly returns?
Sue Oleari'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 Sue Oleari's strategy be considered aggressive or moderate?
Sue Oleari'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 Sue Oleari's strategy?
Sue Oleari'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.
