TAZ
Tracy A. Zullo Portfolio
Invests via Zullo Investment Group Inc. | Managed by Tracy A. Zullo, Sandra Galdieri Kosiba
Invests via Zullo Investment Group Inc.
Managed by Tracy A. Zullo, Sandra Galdieri Kosiba
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Tracy A. Zullo Profile
With a rich background in business leadership and development, Tracy A. Zullo is an influential figure within the investment community. Her career has spanned various sectors, where she has excelled as both an operator and advisor. Known for her capacity to drive organizational growth through innovative strategies, she contributes significant insights on market trends and opportunities. Leveraging experience from leading diverse teams, Zullo plays a vital role in fostering partnerships that align with corporate goals and advance strategic objectives. Her expertise positions her effectively at the intersection of entrepreneurship and investment management.
With a rich background in business leadership and development, Tracy A. Zullo is an influential figure within the investment community. Her career has spanned various sectors, where she has excelled as both an operator and advisor. Known for her capacity to drive organizational growth through innovative strategies, she contributes significant insights on market trends and opportunities. Leveraging experience from leading diverse teams, Zullo plays a vital role in fostering partnerships that align with corporate goals and advance strategic objectives. Her expertise positions her effectively at the intersection of entrepreneurship and investment management.
Investment Philosophy & Strategy
Through a lens of strategic foresight, Tracy A. Zullo navigates investment landscapes with a focus on fostering sustainable growth. Drawing from her extensive leadership experience, she emphasizes innovation as a cornerstone of value creation. Her approach to investing blends entrepreneurial instincts with an acute understanding of market dynamics, often identifying trends ahead of the curve. With an eye for transformative opportunities, she seeks to align investments that not only enhance portfolio diversity but also drive impactful results across various sectors. Zullo’s ability to build strong partnerships further amplifies her strategy, cultivating synergistic ventures that resonate within the evolving business environment.
Through a lens of strategic foresight, Tracy A. Zullo navigates investment landscapes with a focus on fostering sustainable growth. Drawing from her extensive leadership experience, she emphasizes innovation as a cornerstone of value creation. Her approach to investing blends entrepreneurial instincts with an acute understanding of market dynamics, often identifying trends ahead of the curve. With an eye for transformative opportunities, she seeks to align investments that not only enhance portfolio diversity but also drive impactful results across various sectors. Zullo’s ability to build strong partnerships further amplifies her strategy, cultivating synergistic ventures that resonate within the evolving business environment.
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:
54.82%
Gain +0.24%
Monthly
0.68%
Yearly
8.47%
Drawdown
16.12%
$300.21M
Equity
Holdings
$300.21M
Investment
$181.07M
$119.58M
Profit +$913,071.17
Realized
$443,648.56
Unrealized
$119.14M
Dividends
$13.02M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
0.24%
Profit
$913,071.17
Win %
80%
This Week
Compared To Last Week
Gain
-1.94%
Profit
-$5.94M
Win %
80%
This Month
Compared to last month
Gain
-2.37%
Profit
-$7.28M
Win %
80%
This Year
Compared to last year
Gain
4.87%
Profit
$15.03M
Win %
79%
ARM Arm Holdings plc American Depositary Receipt
+11.27%
+$76,311.24 
STX Seagate Technology Holdings plc
+7.25%
+$188,598.2 
INTC Intel Corporation
+6.48%
+$50,892.12 
AMD Advanced Micro Devices, Inc.
+4.75%
+$248,873.52 
QCOM QUALCOMM Incorporated
+4.28%
+$60,187.05 
FCX Freeport-McMoRan Inc.
+3.1%
+$29,645.43 
CME CME Group Inc.
+2.8%
+$5,145 
SCHW Charles Schwab Corporation
+2.73%
+$45,512.94 
AMAT Applied Materials, Inc.
+2.64%
+$9,408.84 
GS The Goldman Sachs Group, Inc.
+2.61%
+$71,090.32 
MCHP Microchip Technology Incorporated
+2.48%
+$11,203.3 
VZ Verizon Communications Inc.
+2.46%
+$49,288.47 
JPM JPMorgan Chase & Co.
+2.3%
+$149,595.81 
CMCSA Comcast Corp
+2.21%
+$4,479.56 
AXP American Express Company
+2.18%
+$11,773.32 
NUE Nucor Corporation
+2.09%
+$11,940.95 
PM Philip Morris International Inc.
+2.04%
+$14,576.48 
TGT Target Corporation
+1.94%
+$13,812.3 
XLB Materials Select Sector SPDR Fund
+1.9%
+$44,295.22 
TSLA Tesla, Inc.
+1.88%
+$75,905.67 
PRU Prudential Financial, Inc.
+1.87%
+$16,998.58 
KMI Kinder Morgan, Inc.
+1.82%
+$3,834.96 
SMH VanEck Semiconductor ETF
+1.65%
+$9,145.5 
WFC Wells Fargo & Company
+1.64%
+$8,017.65 
PNC The PNC Financial Services Group, Inc.
+1.58%
+$6,741.63 
BLK BlackRock, Inc.
+1.56%
+$5,334.7 
DVN Devon Energy Corporation
+1.52%
+$2,721.36 
BAC Bank of America Corporation
+1.52%
+$13,408.08 
CAT Caterpillar Inc.
+1.49%
+$26,033.49 
NWBI Northwest Bancshares Inc.
+1.48%
+$3,465.37 
COF Capital One Financial Corporation
+1.47%
+$6,445.4 
NRG NRG Energy, Inc.
+1.42%
+$2,894.5 
QLD ProShares Ultra QQQ
+1.41%
+$4,683.9 
XLF Financial Select Sector SPDR Fund
+1.39%
+$78,215.12 
ADI Analog Devices, Inc.
+1.35%
+$15,367.63 
NEE NextEra Energy, Inc.
+1.3%
+$10,244.45 
ABBV AbbVie Inc.
+1.29%
+$16,042.39 
C Citigroup Inc.
+1.27%
+$9,276.71 
APD Air Products and Chemicals, Inc.
+1.26%
+$3,991.29 
VLO Valero Energy Corporation
+1.2%
+$4,246.45 
LRCX Lam Research Corporation
+1.19%
+$13,682.83 
AFL Aflac Inc.
+1.17%
+$3,836.56 
ITW Illinois Tool Works Inc.
+1.16%
+$8,117.34 
RDVY First Trust Rising Dividend Achievers ETF
+1.11%
+$5,048.2 
XLU Utilities Select Sector SPDR Fund
+1.08%
+$29,626.76 
PPL PPL Corporation
+1.07%
+$9,038.68 
NSC Norfolk Southern Corporation
+1.07%
+$2,787.02 
JNJ Johnson & Johnson
+1.05%
+$33,877.5 
V Visa Inc. Class A
+1.03%
+$24,006.78 
MPC Marathon Petroleum Corporation
+1.03%
+$5,150.96 
IJR iShares Core S&P Small-Cap ETF
+1%
+$2,727.84 
XLRE The Real Estate Select Sector SPDR Fund
+0.96%
+$12,091.17 
ALL Allstate Corporation
+0.93%
+$3,347.57 
XLK State Street Technology Select Sector SPDR ETF
+0.92%
+$114,373.72 
IWM iShares Russell 2000 ETF
+0.9%
+$4,330.86 
SCHD Schwab U.S. Dividend Equity ETF
+0.89%
+$34,699.66 
HDV iShares Core High Dividend ETF
+0.87%
+$4,500 
PG Procter & Gamble Co
+0.85%
+$20,450.22 
VDE Vanguard Energy ETF
+0.81%
+$1,578.54 
SO The Southern Company
+0.8%
+$2,173.16 
XLE Energy Select Sector SPDR Fund
+0.77%
+$29,860.16 
SBUX Starbucks Corporation
+0.74%
+$2,617.44 
KMB Kimberly-Clark Corporation
+0.74%
+$1,688.25 
CVX Chevron Corporation
+0.74%
+$8,785.81 
PSX Phillips 66
+0.74%
+$3,054.92 
IJH iShares Core S&P Mid-Cap ETF
+0.73%
+$4,909.53 
HD The Home Depot, Inc.
+0.72%
+$18,584.28 
COST Costco Wholesale Corporation
+0.72%
+$13,714.38 
MO Altria Group, Inc.
+0.71%
+$3,628.14 
UNH UnitedHealth Group Incorporated
+0.71%
+$10,836.02 
IVE ISHARES S&P 500 VALUE ETF
+0.71%
+$1,658.89 
MA Mastercard Incorporated
+0.7%
+$3,844.25 
BRK-B Berkshire Hathaway Inc.
+0.69%
+$15,869 
QQEW First Trust NASDAQ-100 Equal Weighted Index Fund
+0.68%
+$9,039.25 
XLP Consumer Staples Select Sector SPDR Fund
+0.67%
+$13,779.18 
MS Morgan Stanley
+0.66%
+$14,994 
QQQ Invesco QQQ Trust, Series 1
+0.62%
+$5,398.4 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.62%
+$4,364 
XLI Industrial Select Sector SPDR Fund
+0.61%
+$23,371.16 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.61%
+$3,427.73 
VGT Vanguard Information Technology ETF
+0.6%
+$13,339.2 
CMI Cummins Inc.
+0.59%
+$3,296.44 
AEP American Electric Power Company, Inc.
+0.58%
+$1,237.5 
IVV iShares Core S&P 500 ETF
+0.58%
+$13,024.74 
VOO Vanguard S&P 500 ETF
+0.58%
+$15,680.78 
SPY SPDR S&P 500 ETF Trust
+0.57%
+$4,272.29 
VIG Vanguard Dividend Appreciation ETF
+0.57%
+$1,629.25 
GOOGL Alphabet Inc
+0.56%
+$25,184.13 
HON Honeywell International Inc.
+0.55%
+$2,527.69 
CLF Cleveland-Cliffs Inc.
+0.47%
+$737.1 
IXN iShares Global Tech ETF
+0.47%
+$1,841.45 
GOOG Alphabet Inc
+0.46%
+$29,561 
WMT Walmart Inc.
+0.45%
+$15,723.8 
VGM Invesco Trust for Investment Grade Municipals
+0.44%
+$607.5 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.41%
+$1,535.05 
PEP PepsiCo, Inc.
+0.4%
+$4,104.66 
PTY PIMCO Corporate & Income Opportunity Fund
+0.39%
+$5,803.52 
GD General Dynamics Corporation
+0.38%
+$2,192.4 
XLSR SPDR SSGA US Sector Rotation ETF
+0.36%
+$3,182.28 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.35%
+$859.5 
AMGN Amgen Inc.
+0.32%
+$1,379.4 
WM Waste Management, Inc.
+0.29%
+$1,523.22 
MMM 3M Company
+0.29%
+$1,661.06 
XOM Exxon Mobil Corporation
+0.28%
+$3,027.85 
XLY Consumer Discretionary Select Sector SPDR Fund
+0.27%
+$7,589.42 
IEFA iShares Core MSCI EAFE ETF
+0.23%
+$677.38 
VUG Vanguard Growth ETF
+0.22%
+$1,214.1 
ADP Automatic Data Processing Inc.
+0.2%
+$810.04 
GWW W.W. Grainger, Inc.
+0.14%
+$358.9 
NVDA NVIDIA Corporation
+0.14%
+$34,450.04 
CB Chubb Limited
+0.1%
+$351.56 
MSFT Microsoft Corp.
+0.1%
+$14,223.6 
KO The Coca-Cola Company
+0.1%
+$729.44 
PCY Invesco Emerging Markets Sovereign Debt ETF
+0.09%
+$204.94 
RIG Transocean Ltd.
+0.08%
+$101 
CL Colgate-Palmolive Company
+0.07%
+$160.32 
FDX FedEx Corporation
+0.05%
+$1,071.54 
ORCL Oracle Corporation
+0.05%
+$218.5 
PANW Palo Alto Networks, Inc.
+0.03%
+$188.64 
MCD McDonald's Corporation
+0.01%
+$134.97 
JCI
0%
$0 
SCHO Schwab Short-Term U.S. Treasury ETF
0%
$0 
SATL Satellogic Inc.
-11.44%
-$9,472.9 
ADBE Adobe Inc.
-6.71%
-$12,868.44 
ADSK Autodesk, Inc.
-3.47%
-$6,768.72 
LLY Eli Lilly and Company
-2.41%
-$49,060.94 
PLTR Palantir Technologies Inc.
-2.35%
-$23,879.26 
SHOP Shopify Inc.
-2.02%
-$18,821.2 
ABT Abbott Laboratories
-1.68%
-$5,683.64 
LMT Lockheed Martin Corporation
-1.53%
-$14,937.06 
AAPL Apple Inc.
-1.52%
-$718,200 
LHX L3Harris Technologies, Inc.
-1.43%
-$7,044.72 
MU Micron Technology, Inc.
-1.43%
-$36,163.36 
MRK Merck & Co., Inc.
-1.41%
-$18,963.01 
CRWD CrowdStrike Holdings, Inc.
-1.25%
-$37,419.81 
AMZN Amazon.com Inc
-1.23%
-$123,819.76 
NFLX Netflix, Inc.
-1.14%
-$25,324.83 
BA Boeing Company
-1.13%
-$16,222.13 
UBER Uber Technologies, Inc.
-1.12%
-$10,596.3 
IBM International Business Machines Corporation
-0.96%
-$12,373.31 
AVGO Broadcom Inc.
-0.91%
-$24,248 
ITA iShares U.S. Aerospace & Defense ETF
-0.85%
-$2,733.99 
NOW ServiceNow, Inc.
-0.84%
-$4,383.94 
SPOT Spotify Technology S.A.
-0.83%
-$5,078.7 
CSCO Cisco Systems, Inc.
-0.6%
-$12,320.94 
SOFI SoFi Technologies, Inc.
-0.54%
-$929.16 
UPS United Parcel Service, Inc.
-0.52%
-$8,827.56 
FDBC Fidelity D&D Bancorp Inc.
-0.51%
-$1,515.46 
XLC Communication Services Select Sector SPDR Fund
-0.41%
-$14,304.33 
RTX RTX Corporation
-0.33%
-$2,862.73 
DIS The Walt Disney Company
-0.3%
-$1,714.4 
PRIV SPDR SSGA Investment Grade Public & Private Credit ETF
-0.26%
-$589.15 
META Meta Platforms Inc Class A
-0.23%
-$16,828.37 
CRM Salesforce Inc
-0.22%
-$1,188.72 
MDT Medtronic plc
-0.21%
-$435.37 
XLV Health Care Select Sector SPDR Fund
-0.17%
-$5,665.6 
LOW Lowe's Companies Inc.
-0.1%
-$971.96 
VRTX Vertex Pharmaceuticals Incorporated
-0.03%
-$76.02 Events
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Dividends
Dividend Analysis
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| Trades 3735 | Longs Won 1823/3735 48% | Profit Factor 7.62 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $395,608.01 |
| Average Win $75,503.03 | Best Trade (Jun 11) $17.8M | Sharpe Ratio -9.31 |
| Average Loss -$9,445.18 | Worst Trade (Jun 10) -$1.42M | Z-Score 5.21 (100%) |
| Commissions $0 | Avg. Trade Length 1y 8m 2w 5d | Expectancy $32,016.82 |
| 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 | 32,258 | 29,032 | 25,806 | 22,581 | 19,355 | 16,129 | 12,903 | 9,677 | 6,452 | 3,226 |
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Returns
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