Nicholas A. Coppola Portfolio
Invests via POWER WEALTH MANAGEMENT LLC | Managed by Nicholas A. Coppola
Invests via POWER WEALTH MANAGEMENT LLC
Managed by Nicholas A. Coppola
Automatically Tracked
Nicholas A. Coppola Profile
Veteran finance executive and investor focused on middle-market private equity, growth capital and operational turnarounds. Nicholas A. Coppola leverages deal origination, portfolio management and board-level operational oversight to drive value creation across consumer and industrial sectors. Experienced in executing buyouts, add-on acquisitions and capital raises, he is known in markets for disciplined underwriting, hands-on governance and strategic re-positioning of underperforming businesses.
Veteran finance executive and investor focused on middle-market private equity, growth capital and operational turnarounds. Nicholas A. Coppola leverages deal origination, portfolio management and board-level operational oversight to drive value creation across consumer and industrial sectors. Experienced in executing buyouts, add-on acquisitions and capital raises, he is known in markets for disciplined underwriting, hands-on governance and strategic re-positioning of underperforming businesses.
Investment Philosophy & Strategy
Focuses on middle‑market private equity and growth capital with a value‑oriented, operationally driven approach. Prefers control or control‑plus investments in consumer and industrial niches where hands‑on governance, turnaround playbooks and add‑on consolidation can accelerate EBITDA expansion. Underwrites with conservative leverage, staged capital deployment and measurable KPIs, prioritizing board engagement, margin restoration and cash‑flow resilience across a 3–7 year value‑creation horizon.
Focuses on middle‑market private equity and growth capital with a value‑oriented, operationally driven approach. Prefers control or control‑plus investments in consumer and industrial niches where hands‑on governance, turnaround playbooks and add‑on consolidation can accelerate EBITDA expansion. Underwrites with conservative leverage, staged capital deployment and measurable KPIs, prioritizing board engagement, margin restoration and cash‑flow resilience across a 3–7 year value‑creation horizon.
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:
31.77%
Gain -0.58%
Monthly
0.86%
Yearly
10.89%
Drawdown
15%
$285.56M
Equity
Holdings
$285.56M
Investment
$248.7M
$47.96M
Profit -$1.19M
Realized
$11.09M
Unrealized
$36.86M
Dividends
$17.63M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.58%
Profit
-$1.19M
Win %
65%
This Week
Compared To Last Week
Gain
-0.23%
Profit
-$646,488.69
Win %
65%
This Month
Compared to last month
Gain
-0.42%
Profit
-$1.19M
Win %
65%
This Year
Compared to last year
Gain
6.37%
Profit
$17.1M
Win %
65%
AMZN Amazon.com Inc
+15.32%
+$579,011.68 
GOOG Alphabet Inc
+6.88%
+$114,275.75 
GOOGL Alphabet Inc
+6.73%
+$367,878.84 
META Meta Platforms Inc Class A
+3.28%
+$58,520.77 
MSFT Microsoft Corp.
+3.02%
+$102,544.9 
LITE Lumentum Holdings Inc.
+2.99%
+$7,058.7 
NVDA NVIDIA Corporation
+2.93%
+$61,194.15 
NMM Navios Maritime Partners L.P. Partnership Units
+1.88%
+$5,662 
FIX Comfort Systems USA, Inc.
+1.88%
+$5,191.55 
CRM Salesforce Inc
+1.83%
+$27,578.87 
ORCL Oracle Corporation
+1.81%
+$9,771.3 
ZTS Zoetis Inc.
+1.66%
+$7,597.81 
J Jacobs Solutions Inc.
+1.64%
+$12,611.24 
VZ Verizon Communications Inc.
+1.52%
+$22,768.2 
SPYG SPDR Portfolio S&P 500 Growth ETF
+1.45%
+$215,797.4 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+1.44%
+$48,270.72 
WDAY Workday Inc.
+1.41%
+$9,869.98 
WFC Wells Fargo & Company
+1.19%
+$4,058.58 
VUG Vanguard Growth ETF
+1.1%
+$3,381.48 
NOW ServiceNow, Inc.
+1.05%
+$5,326.72 
SCHW Charles Schwab Corporation
+0.87%
+$21,894.6 
SCHE Schwab Emerging Markets Equity ETF
+0.87%
+$59,294.75 
GEV GE Vernova Inc.
+0.85%
+$2,642.58 
EEM iShares MSCI Emerging Markets ETF
+0.79%
+$2,826.48 
TSLA Tesla, Inc.
+0.76%
+$5,208.48 
IWF iShares Russell 1000 Growth ETF
+0.76%
+$6,105.4 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$24,606.85 
VOO Vanguard S&P 500 ETF
+0.71%
+$8,568.25 
IVV iShares Core S&P 500 ETF
+0.69%
+$51,174.4 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.59%
+$4,257.64 
TDIV FT NASDAQ Technology Dividend Index Fund
+0.56%
+$1,677.5 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$5,532.88 
IWD iShares Russell 1000 Value ETF
+0.44%
+$2,365.41 
RTX RTX Corporation
+0.39%
+$887.04 
AVGO Broadcom Inc.
+0.37%
+$2,443.68 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$7,090.32 
RDVY First Trust Rising Dividend Achievers ETF
+0.36%
+$1,036.45 
JEPI JPMorgan Equity Premium Income Fund
+0.33%
+$36,909.78 
JPM JPMorgan Chase & Co.
+0.27%
+$1,544.42 
SO The Southern Company
+0.21%
+$562.8 
C Citigroup Inc.
+0.1%
+$1,394.53 
WMT Walmart Inc.
+0.09%
+$661.91 
JPIB JPMorgan International Bond ETF
+0.06%
+$4,264.35 
TBLL Invesco Short Term Treasury ETF
+0.02%
+$1,666.74 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.01%
+$76.52 
SUB iShares Short-Term National Muni Bond ETF
+0.01%
+$46.24 
CTVA Corteva Inc.
-11.9%
-$119,162.3 
AAPL Apple Inc.
-7.35%
-$296,912.68 
ALIT Alight Inc.
-7.06%
-$3,424.24 
LIN Linde plc
-5.95%
-$14,494.54 
SHOP Shopify Inc.
-4.29%
-$21,283.5 
CI The Cigna Group
-2.99%
-$21,688.62 
IBIT iShares Bitcoin Trust
-2.89%
-$7,097.76 
FIS Fidelity National Information Services, Inc.
-2.67%
-$10,956.84 
ICE Intercontinental Exchange, Inc.
-2.42%
-$44,604.51 
MGM MGM Resorts International
-2.39%
-$51,672.54 
SLV iShares Silver Trust
-2.13%
-$8,757.48 
NFLX Netflix, Inc.
-2%
-$9,542.56 
EFX Equifax Inc.
-1.99%
-$15,686.19 
DBP Invesco DB Precious Metals Fund
-1.56%
-$2,934.12 
GLD SPDR Gold Shares
-1.49%
-$7,570.13 
NEE NextEra Energy, Inc.
-1.15%
-$10,364.62 
DE Deere & Company
-1.13%
-$13,008.38 
BWA BorgWarner Inc.
-1.04%
-$27,204.68 
KO The Coca-Cola Company
-1.02%
-$3,259.8 
XOM Exxon Mobil Corporation
-0.97%
-$4,222.8 
MA Mastercard Incorporated
-0.74%
-$5,486.76 
SCHF Schwab International Equity ETF
-0.58%
-$91,296 
COF Capital One Financial Corporation
-0.54%
-$4,835.29 
LLY Eli Lilly and Company
-0.53%
-$9,035.62 
IWM iShares Russell 2000 ETF
-0.47%
-$4,867.74 
TEL TE Connectivity plc
-0.43%
-$7,157.38 
VTWO Vanguard Russell 2000 ETF
-0.42%
-$1,055 
HD The Home Depot, Inc.
-0.42%
-$6,439.96 
VMBS Vanguard Mortgage-Backed Securities Fund
-0.41%
-$120,847.72 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$6,723.04 
ABNB Airbnb, Inc.
-0.37%
-$3,782.81 
ADSK Autodesk, Inc.
-0.33%
-$5,026.56 
L Loews Corporation
-0.31%
-$684.36 
FBND Fidelity Total Bond ETF
-0.27%
-$99,678.84 
BND Vanguard Total Bond Market Index Fund
-0.26%
-$1,260.84 
AGG iShares Core U.S. Aggregate Bond ETF
-0.26%
-$1,367 
FISV Fiserv, Inc.
-0.24%
-$1,377.48 
KR Kroger Co.
-0.21%
-$3,065.52 
ACWX ISHARES MSCI ACWI EX U.S. ETF
-0.17%
-$2,219.88 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.17%
-$17,460.7 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.16%
-$27,245.73 
ELV Elevance Health, Inc.
-0.15%
-$3,112.42 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.15%
-$32,227.92 
MUB iShares National Muni Bond ETF
-0.11%
-$2,147.28 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
-0.08%
-$2,570.95 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.06%
-$664.5 
V Visa Inc. Class A
-0.04%
-$499.34 
UBER Uber Technologies, Inc.
-0.01%
-$40.33 Events
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Dividends
Dividend Analysis
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| Trades 863 | Longs Won 573/863 66% | Profit Factor 5.38 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $250,714.63 |
| Average Win $102,817.55 | Best Trade (Aug 05) $3.29M | Sharpe Ratio -12.36 |
| Average Loss -$37,791.18 | Worst Trade (Aug 02) -$453,041.92 | Z-Score 3.16 (99.84%) |
| Commissions $0 | Avg. Trade Length 1y 3m 2w 5d | Expectancy $55,567.8 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 7,576 | 6,818 | 6,061 | 5,303 | 4,545 | 3,788 | 3,030 | 2,273 | 1,515 | 758 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 12,109 | $2.43M | $3.74M | - | $1.31M | 53.7% | -7.354% |
| ABNB Airbnb, Inc. | 6,755 | $889,394.25 | $1.02M | - | $134,123.35 | 15.08% | -0.368% |
| ACWX ISHARES MSCI ACWI EX U.S. ETF | 17,076 | $885,294.31 | $1.28M | - | $399,674.69 | 45.15% | -0.172% |
| ADSK Autodesk, Inc. | 6,528 | $1.65M | $1.53M | - | -$118,455.66 | -7.19% | -0.328% |
| AGG iShares Core U.S. Aggregate Bond ETF | 5,468 | $543,888.47 | $532,419.16 | - | -$11,469.31 | -2.11% | -0.256% |
| ALIT Alight Inc. | 2,654.45 | $220,499.29 | $45,072.56 | - | -$175,426.73 | -79.56% | -7.061% |
| AMZN Amazon.com Inc | 16,048 | $2.53M | $4.36M | - | $1.83M | 72.36% | +15.321% |
| AVGO Broadcom Inc. | 1,697 | $549,881.66 | $660,608.16 | - | $110,726.5 | 20.14% | +0.371% |
| BND Vanguard Total Bond Market Index Fund | 6,636 | $488,078 | $479,318.28 | - | -$8,759.72 | -1.79% | -0.262% |
| BRK-B Berkshire Hathaway Inc. | 3,812 | $1.82M | $1.95M | - | $128,011.41 | 7.03% | +0.365% |
| BWA BorgWarner Inc. | 40,604 | $1.32M | $2.59M | - | $1.26M | 95.38% | -1.04% |
| C Citigroup Inc. | 10,728 | $586,183.26 | $1.42M | - | $834,740.34 | 142.4% | +0.098% |
| CI The Cigna Group | 2,519 | $847,368.14 | $702,926.92 | - | -$144,441.22 | -17.05% | -2.993% |
| COF Capital One Financial Corporation | 4,279 | $605,050.45 | $894,353.77 | - | $289,303.32 | 47.81% | -0.538% |
| CRM Salesforce Inc | 8,332 | $2.2M | $1.53M | - | -$663,095.31 | -30.19% | +1.832% |
| CTVA Corteva Inc. | 11,210 | $776,297.07 | $882,339.1 | - | $106,042.03 | 13.66% | -11.898% |
| DBP Invesco DB Precious Metals Fund | 1,996 | $219,640 | $185,488.28 | - | -$34,151.72 | -15.55% | -1.557% |
| DE Deere & Company | 1,913 | $901,090.54 | $1.13M | - | $232,687.13 | 25.82% | -1.134% |
| EEM iShares MSCI Emerging Markets ETF | 5,653 | $321,034 | $362,300.75 | - | $41,266.75 | 12.85% | +0.786% |
| EFX Equifax Inc. | 4,469 | $1.19M | $771,438.78 | - | -$423,172.13 | -35.42% | -1.993% |
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FAQ
Which stocks have generated the highest profits for Nicholas A. Coppola?
The largest contributions to the portfolio's profits come from the following stocks: Warner Bros. Discovery, Inc - $4.17M, Fidelity Total Bond ETF - $3.9M, Vanguard Mortgage-Backed Securities Fund - $2.66M, Vanguard Intermediate-Term Corporate Bond Fund - $2.2M, and JPMorgan Equity Premium Income Fund - $1.87M. 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: IQVIA Holdings Inc - $578,924.04, Charter Communications Inc - $531,947.42, Alight Inc - $383,658.15, APA Corporation - $342,009.39, and Global Payments Inc - $321,862.05. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Nicholas A. Coppola's portfolio generate?
The portfolio generates substantial dividend income, with a total of $17.63M earned over time. The largest contributors to dividend income include Fidelity Total Bond ETF - $3.89M, Vanguard Mortgage-Backed Securities Fund - $2.63M, Vanguard Intermediate-Term Corporate Bond Fund - $2.14M, JPMorgan Equity Premium Income Fund - $1.87M, and Invesco Short Term Treasury ETF - $849,147.77. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Nicholas A. Coppola's monthly returns?
Nicholas A. Coppola's monthly returns look fairly stable overall, although some fluctuations are still visible. The performance pattern suggests a strategy that remains reasonably controlled from month to month, even if it is not completely smooth. This may appeal to users looking for a balance between steadier results and meaningful upside potential.
Can Nicholas A. Coppola's strategy be considered aggressive or moderate?
Nicholas A. Coppola'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 Nicholas A. Coppola's strategy?
Nicholas A. Coppola'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.
