SO
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:
33.24%
Gain +0.01%
Monthly
1.09%
Yearly
13.97%
Drawdown
15.46%
$750.8M
Equity
Holdings
$750.8M
Investment
$429.55M
$344.35M
Profit +$84,160.94
Realized
$20M
Unrealized
$324.35M
Dividends
$15.17M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.01%
Profit
$84,160.94
Win %
77%
This Week
Compared To Last Week
Gain
0.01%
Profit
$84,160.94
Win %
77%
This Month
Compared to last month
Gain
-2.26%
Profit
-$17.38M
Win %
77%
This Year
Compared to last year
Gain
5.83%
Profit
$44.5M
Win %
76%
RIVN Rivian Automotive, Inc.
+7.85%
+$366 
STX Seagate Technology Holdings plc
+7.25%
+$1,070.15 
PZG Paramount Gold Nevada Corp.
+6.09%
+$3,318 
KLAC KLA Corporation
+5.55%
+$267.52 
AMD Advanced Micro Devices, Inc.
+4.73%
+$732,487.84 
ANET Arista Networks, Inc.
+4.37%
+$6,552.74 
QCOM QUALCOMM Incorporated
+4.32%
+$376.68 
COPJ Sprott Junior Copper Miners ETF
+4.06%
+$1,660 
ODV Osisko Development Corp.
+4%
+$130 
APP AppLovin Corporation Class A Common Stock
+3.8%
+$309.4 
GEV GE Vernova Inc.
+3.73%
+$4,945.02 
PWR Quanta Services Inc.
+3.58%
+$73.35 
COPX Global X Copper Miners ETF
+3.38%
+$2,810 
NTR Nutrien Ltd.
+3.14%
+$3,605 
FCX Freeport-McMoRan Inc.
+3.12%
+$70.38 
TWST Twist Bioscience Corporation
+2.86%
+$1,007 
CEG Constellation Energy Corporation
+2.86%
+$1,713.15 
B BARRICK MINING CORP Common Stock (ABR0)
+2.81%
+$6,875.01 
CME CME Group Inc.
+2.8%
+$4,343.86 
IAUX I-80 Gold Corp.
+2.78%
+$1,400 
SCHW Charles Schwab Corporation
+2.71%
+$410.4 
NEM Newmont Corporation
+2.71%
+$21.12 
AMAT Applied Materials, Inc.
+2.64%
+$1,709.37 
GS The Goldman Sachs Group, Inc.
+2.62%
+$358,638.06 
T AT&T Inc.
+2.52%
+$2,204 
JPM JPMorgan Chase & Co.
+2.31%
+$204,775.57 
HCA HCA Healthcare Inc.
+2.29%
+$1,864.05 
USB U.S. Bancorp
+2.27%
+$8,001.48 
VMC Vulcan Materials Company
+2.24%
+$1,513.48 
ITT Itt Inc.
+2.23%
+$474.95 
IBKR Interactive Brokers Group Inc.
+2.23%
+$403.92 
AXP American Express Company
+2.18%
+$3,996.26 
CCJ Cameco Corporation
+2.01%
+$1,243.75 
LFUS Littelfuse Inc.
+1.98%
+$2,757.16 
AMP Ameriprise Financial, Inc.
+1.94%
+$11,025 
D Dominion Energy, Inc.
+1.83%
+$1,342 
TSLA Tesla, Inc.
+1.82%
+$3,647.28 
RIOT Riot Platforms, Inc.
+1.8%
+$10.34 
OLED Universal Display Corporation
+1.76%
+$158 
DRTS Alpha Tau Medical Ltd.
+1.76%
+$1,649 
CTEX ProShares S&P Kensho Cleantech ETF
+1.74%
+$73 
VRT Vertiv Holdings Co
+1.68%
+$142,963.5 
ET Energy Transfer L.P.
+1.65%
+$10,013 
ACN Accenture plc Class A
+1.65%
+$2,939.4 
UBS UBS Group AG
+1.62%
+$74.88 
LIN Linde plc
+1.58%
+$1,252.02 
BAC Bank of America Corporation
+1.56%
+$4,730 
DE Deere & Company
+1.55%
+$185.64 
BLK BlackRock, Inc.
+1.52%
+$89,667.18 
DAL Delta Air Lines, Inc.
+1.5%
+$3,689.99 
AWK American Water Works Company, Inc.
+1.5%
+$1,953 
COF Capital One Financial Corporation
+1.48%
+$8,669.89 
ARMP Armata Pharmaceuticals Inc.
+1.47%
+$78.54 
POWL Powell Industries Inc.
+1.46%
+$38.25 
CAT Caterpillar Inc.
+1.44%
+$326,554.09 
MAR Marriott International Inc. - Class A
+1.42%
+$11,424.3 
COP ConocoPhillips
+1.4%
+$463.32 
NEE NextEra Energy, Inc.
+1.35%
+$2,028.6 
ABBV AbbVie Inc.
+1.32%
+$120,477.92 
AFG American Financial Group Inc.
+1.28%
+$2,380.03 
TEL TE Connectivity plc
+1.27%
+$372.24 
APD Air Products and Chemicals, Inc.
+1.26%
+$2,226 
EQIX Equinix, Inc.
+1.22%
+$1,457.04 
CWB SPDR Bloomberg Convertible Securities ETF
+1.19%
+$8,612.1 
DVY iShares Select Dividend ETF
+1.19%
+$30,987.6 
LRCX Lam Research Corporation
+1.18%
+$173,200.57 
ITW Illinois Tool Works Inc.
+1.17%
+$3,128.99 
SCHA Schwab U.S. Small-Cap ETF
+1.16%
+$130.4 
IWS iShares Russell Mid-Cap Value ETF
+1.16%
+$411.4 
ESS Essex Property Trust, Inc.
+1.13%
+$979.6 
SWX Southwest Gas Holdings Inc.
+1.12%
+$990 
NSC Norfolk Southern Corporation
+1.09%
+$2,028 
JNJ Johnson & Johnson
+1.07%
+$10,025.38 
DELL Dell Technologies Inc.
+1.05%
+$259.56 
V Visa Inc. Class A
+1.05%
+$92,051.01 
HOOD Robinhood Markets, Inc.
+1.04%
+$36,081.6 
GEHC GE HealthCare Technologies Inc.
+1.04%
+$2.68 
VO Vanguard Mid-Cap ETF
+0.97%
+$240.24 
IJR iShares Core S&P Small-Cap ETF
+0.97%
+$282,552.91 
DFAT Dimensional US Targeted Value ETF
+0.96%
+$736.56 
BRK-A Berkshire Hathaway Inc.
+0.93%
+$67,890 
FNX First Trust Mid Cap Core AlphaDEX Fund
+0.93%
+$178.22 
RSP Invesco S&P 500 Equal Weight ETF
+0.91%
+$57 
DFUV Dimensional US Marketwide Value ETF
+0.9%
+$1,042.23 
IWM iShares Russell 2000 ETF
+0.87%
+$37,140.03 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.87%
+$721.05 
ICLN iShares Global Clean Energy ETF
+0.87%
+$49.5 
XLK State Street Technology Select Sector SPDR ETF
+0.87%
+$32,097.13 
VTWO Vanguard Russell 2000 ETF
+0.86%
+$235.33 
PG Procter & Gamble Co
+0.86%
+$4,674.87 
FTNT Fortinet Inc.
+0.85%
+$1,705 
FTC First Trust Large Cap Growth Fund
+0.81%
+$420.18 
XBI SPDR S&P Biotech ETF
+0.79%
+$257.25 
IVOO Vanguard S&P Mid-Cap 400 ETF
+0.78%
+$258 
SO The Southern Company
+0.78%
+$766.5 
GE General Electric Company
+0.76%
+$1,577.33 
VWO Vanguard FTSE Emerging Markets ETF
+0.76%
+$2,631.61 
CVX Chevron Corporation
+0.75%
+$6,103.96 
SBUX Starbucks Corporation
+0.74%
+$23,994.75 
KMB Kimberly-Clark Corporation
+0.74%
+$592.5 
UNH UnitedHealth Group Incorporated
+0.73%
+$2,331.45 
HD The Home Depot, Inc.
+0.73%
+$50,082.34 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.73%
+$1,332 
IJH iShares Core S&P Mid-Cap ETF
+0.71%
+$176,324.37 
MA Mastercard Incorporated
+0.71%
+$149.21 
BRK-B Berkshire Hathaway Inc.
+0.71%
+$9,002.92 
MDY SPDR S&P MidCap 400 ETF Trust
+0.71%
+$89,540.97 
VB Vanguard Small-Cap ETF
+0.7%
+$731.3 
IVE ISHARES S&P 500 VALUE ETF
+0.7%
+$1,380.93 
EMR Emerson Electric Co.
+0.69%
+$98 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.69%
+$1,639.26 
COST Costco Wholesale Corporation
+0.68%
+$115,857.01 
TSM Taiwan Semiconductor Manufacturing Co. Ltd. ADR
+0.68%
+$105.82 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.66%
+$1,302.67 
IWO iShares Russell 2000 Growth ETF
+0.66%
+$4,307.78 
DOW Dow Inc.
+0.65%
+$88 
EMBC Embecta Corp.
+0.65%
+$0.42 
MS Morgan Stanley
+0.65%
+$82,206.18 
MP MP Materials Corp.
+0.65%
+$814 
DOX Amdocs Limited
+0.64%
+$99 
WMB The Williams Companies, Inc.
+0.64%
+$112.7 
IEMG iShares Core MSCI Emerging Markets ETF
+0.61%
+$174 
QQQ Invesco QQQ Trust, Series 1
+0.59%
+$346,852.71 
XLI Industrial Select Sector SPDR Fund
+0.59%
+$211.15 
AEP American Electric Power Company, Inc.
+0.58%
+$750 
LCID Lucid Group, Inc.
+0.58%
+$1.35 
IJK iShares S&P Mid-Cap 400 Growth ETF
+0.58%
+$1,676.4 
STRD MicroStrategy Incorporated 10.00% Series A Perpetual Strife Preferred Stock
+0.58%
+$1,090.61 
VGT Vanguard Information Technology ETF
+0.58%
+$1,532.96 
TILT FlexShares Morningstar US Market Factor Tilt Index Fund
+0.57%
+$1,105.14 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.56%
+$17,924.06 
IVV iShares Core S&P 500 ETF
+0.55%
+$108,839.58 
VOO Vanguard S&P 500 ETF
+0.55%
+$9,285.19 
HON Honeywell International Inc.
+0.54%
+$758.03 
SPY SPDR S&P 500 ETF Trust
+0.54%
+$113,894.26 
GOOGL Alphabet Inc
+0.53%
+$28,672.92 
SCHK Schwab 1000 Index ETF
+0.53%
+$15.2 
VIG Vanguard Dividend Appreciation ETF
+0.53%
+$6,900 
IDXX IDEXX Laboratories, Inc.
+0.53%
+$475.2 
IWB iShares Russell 1000 ETF
+0.52%
+$1,039.99 
CPT Camden Property Trust
+0.47%
+$90.18 
GOOG Alphabet Inc
+0.45%
+$119,955.2 
WMT Walmart Inc.
+0.45%
+$29,846.94 
VXF Vanguard Extended Market ETF
+0.44%
+$990.15 
CSX CSX Corporation
+0.42%
+$420 
WCN Waste Connections Inc.
+0.41%
+$503.68 
GD General Dynamics Corporation
+0.38%
+$136 
PEP PepsiCo, Inc.
+0.38%
+$27 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.34%
+$545.04 
SAP SAP SE Sponsored ADR
+0.33%
+$28.62 
AMGN Amgen Inc.
+0.32%
+$18,231.07 
CDNS Cadence Design Systems, Inc.
+0.32%
+$1,335.9 
MRSH Marsh & McLennan Companies, Inc.
+0.32%
+$106 
WM Waste Management, Inc.
+0.3%
+$776.17 
GLTR abrdn Physical Precious Metals Basket Shares ETF
+0.3%
+$146.74 
FANG Diamondback Energy Inc
+0.28%
+$874.8 
XOM Exxon Mobil Corporation
+0.28%
+$2,683.35 
MMM 3M Company
+0.26%
+$43.05 
XLY Consumer Discretionary Select Sector SPDR Fund
+0.26%
+$720 
OEF iShares S&P 100 ETF
+0.24%
+$1,917.76 
XPEV Xpeng Inc.
+0.21%
+$0.06 
PFEB Innovator U.S. Equity Power Buffer ETF - February
+0.2%
+$45.98 
ADP Automatic Data Processing Inc.
+0.2%
+$66.44 
TRV The Travelers Companies, Inc.
+0.18%
+$196 
VUG Vanguard Growth ETF
+0.18%
+$355.5 
NVDA NVIDIA Corporation
+0.16%
+$77,563.2 
GWW W.W. Grainger, Inc.
+0.14%
+$114.6 
PSEP Innovator U.S. Equity Power Buffer ETF
+0.13%
+$24.4 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.12%
+$12 
KO The Coca-Cola Company
+0.11%
+$222.3 
MSFT Microsoft Corp.
+0.1%
+$28,926.08 
IBB iShares Biotechnology ETF
+0.1%
+$51 
AIQ Global X Artificial Intelligence & Technology ETF
+0.08%
+$174 
IAU iShares Gold Trust
+0.08%
+$0.6 
MUSA Murphy USA Inc.
+0.07%
+$218.51 
GLD SPDR Gold Shares
+0.06%
+$640.64 
IWP iShares Russell Mid-Cap Growth ETF
+0.06%
+$91.68 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
+0.05%
+$0.5 
TJX The TJX Companies, Inc.
+0.04%
+$3,298.68 
IWF iShares Russell 1000 Growth ETF
+0.03%
+$69.12 
PANW Palo Alto Networks, Inc.
+0.03%
+$6,348.24 
HWM Howmet Aerospace Inc.
+0.03%
+$4.2 
ORCL Oracle Corporation
+0.02%
+$995.58 
MCD McDonald's Corporation
+0.01%
+$18.76 
EQT
0%
$0 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
0%
$0 
JCI
0%
$0 
LYV
0%
$0 
MAGS Roundhill Magnificent Seven Fund
0%
$0 
NVA Nova Minerals Ltd. ADR
0%
$0 
RE Everest Re Group, Ltd.
0%
$0 
SNOW
0%
$0 
USAU
0%
$0 
YNDX Yandex NV
0%
$0 
AVAV AeroVironment Inc.
-7.14%
-$262.2 
ADBE Adobe Inc.
-6.75%
-$1,108.5 
ESLT Elbit Systems Ltd.
-6.48%
-$2,365.6 
CRCL Circle Internet Group, Inc.
-5.8%
-$637.07 
ONDS Ondas Holdings Inc.
-5.09%
-$50 
BYSI BeyondSpring Inc.
-4.85%
-$120 
NTRA NATERA INC (Common Stock) – ticker 45E
-3.27%
-$3,580 
SE Sea Ltd.
-3.21%
-$143 
CTAS Cintas Corporation
-3.08%
-$3,080 
LLY Eli Lilly and Company
-2.41%
-$716,385.17 
PLTR Palantir Technologies Inc.
-2.36%
-$212,255.33 
HMC Honda Motor Co., Ltd.
-2.33%
-$315 
ZTS Zoetis Inc.
-2.25%
-$1,098 
HEI Heico Corporation
-2.24%
-$266.35 
SHOP Shopify Inc.
-2.02%
-$7,359 
ASML ASML Holding N.V. New York Registry Shares
-1.89%
-$574.88 
DDOG Datadog, Inc. Class A Common Stock
-1.85%
-$1,258.61 
KTOS Kratos Defense & Security Solutions, Inc.
-1.75%
-$206 
ABT Abbott Laboratories
-1.64%
-$2,446.08 
ACEL Accel Entertainment Inc.
-1.57%
-$1,920.24 
AAPL Apple Inc.
-1.52%
-$528,543 
LMT Lockheed Martin Corporation
-1.52%
-$94,429.81 
CLX The Clorox Company
-1.51%
-$3,478 
MU Micron Technology, Inc.
-1.43%
-$10,695.01 
MRK Merck & Co., Inc.
-1.42%
-$9,786.31 
LHX L3Harris Technologies, Inc.
-1.4%
-$71,604.24 
TMO Thermo Fisher Scientific Inc.
-1.33%
-$75,953.76 
MELI MercadoLibre, Inc.
-1.27%
-$1,224 
CRWD CrowdStrike Holdings, Inc.
-1.26%
-$197,010.81 
AMZN Amazon.com Inc
-1.23%
-$386,918.05 
WAT Waters Corporation
-1.17%
-$54.73 
BA Boeing Company
-1.16%
-$838.5 
NFLX Netflix, Inc.
-1.14%
-$51,977.7 
KLAR Klarna Group Plc
-1.04%
-$31.11 
XRPR REX-Osprey XRP ETF
-1.03%
-$72.75 
UBER Uber Technologies, Inc.
-1.01%
-$81,090.8 
IBM International Business Machines Corporation
-0.95%
-$255.78 
ALGN Align Technology, Inc.
-0.95%
-$459.25 
AVGO Broadcom Inc.
-0.91%
-$163,852.64 
NOW ServiceNow, Inc.
-0.9%
-$38,840.6 
SPOT Spotify Technology S.A.
-0.82%
-$10,876 
EW Edwards Lifesciences Corporation
-0.76%
-$2,827.5 
BDX Becton, Dickinson and Company
-0.75%
-$116.55 
TXG 10x Genomics Inc.
-0.72%
-$44.1 
CSCO Cisco Systems, Inc.
-0.6%
-$8,172.37 
ETN Eaton Corporation plc
-0.57%
-$49,851 
BSX Boston Scientific Corporation
-0.55%
-$12,562.16 
BKR Baker Hughes Company
-0.54%
-$0.34 
ARKG ARK Genomic Revolution ETF
-0.54%
-$27.9 
GRAL Grail, Inc.
-0.52%
-$2,573 
DOV Dover Corporation
-0.5%
-$2,610.32 
ISRG Intuitive Surgical, Inc.
-0.45%
-$27,132.52 
RPM RPM International Inc.
-0.45%
-$144 
XLC Communication Services Select Sector SPDR Fund
-0.42%
-$183.77 
MCK McKesson Corporation
-0.4%
-$628 
ARLP Alliance Resource Partners, L.P.
-0.4%
-$350 
NIO Nio Inc.
-0.38%
-$0.08 
RTX RTX Corporation
-0.37%
-$363.81 
MRVL Marvell Technology, Inc.
-0.36%
-$1,327.11 
CRM Salesforce Inc
-0.34%
-$15,042.16 
DIS The Walt Disney Company
-0.3%
-$439.2 
META Meta Platforms Inc Class A
-0.26%
-$33,888.18 
F-PD Ford Motor Company 6.500% Notes
-0.23%
-$50 
GILD Gilead Sciences Inc.
-0.22%
-$893.2 
SHAK Shake Shack Inc.
-0.19%
-$792 
GRID First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
-0.18%
-$10.5 
NVO Novo Nordisk A/S Sponsored ADR
-0.18%
-$321.28 
XLV Health Care Select Sector SPDR Fund
-0.18%
-$3,384.31 
TTWO Take-Two Interactive Software, Inc.
-0.16%
-$132 
BND Vanguard Total Bond Market Index Fund
-0.12%
-$17.19 
LOW Lowe's Companies Inc.
-0.12%
-$1,057.06 
VHT Vanguard Health Care ETF
-0.12%
-$80.92 
IX Orix Corporation Sponsored ADR
-0.1%
-$16 
ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB)
-0.09%
-$104.96 
EPD Enterprise Products Partners L.P.
-0.08%
-$109.2 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.07%
-$6.42 
INTU Intuit Inc.
-0.07%
-$3.96 
IBIT iShares Bitcoin Trust
-0.03%
-$0.19 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.03%
-$13.36 
VRTX Vertex Pharmaceuticals Incorporated
-0.03%
-$1,843.59 Events
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Dividends
Dividend Analysis
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| Trades 2423 | Longs Won 1517/2423 62% | Profit Factor 14.47 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.28M |
| Average Win $243,544.59 | Best Trade (Jun 14) $34.37M | Sharpe Ratio -5.2 |
| Average Loss -$28,190.81 | Worst Trade (Jun 14) -$2.88M | Z-Score 1.82 (93.19%) |
| Commissions $0 | Avg. Trade Length 1y 5m 3w 4d | Expectancy $142,116.08 |
| 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 | 26,316 | 23,684 | 21,053 | 18,421 | 15,789 | 13,158 | 10,526 | 7,895 | 5,263 | 2,632 |
Hover over the desired column for a detailed explanation.
Returns
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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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