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:
29.54%
Gain +0.75%
Monthly
0.78%
Yearly
9.72%
Drawdown
15.02%
$290.21M
Equity
Holdings
$290.21M
Investment
$257.47M
$43.86M
Profit +$1.59M
Realized
$11.12M
Unrealized
$32.74M
Dividends
$18.57M
Goals
Avg. 49.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.75%
Profit
$1.59M
Win %
60%
This Week
Compared To Last Week
Gain
0.05%
Profit
$145,213.4
Win %
60%
This Month
Compared to last month
Gain
1.16%
Profit
$3.32M
Win %
60%
This Year
Compared to last year
Gain
-0.21%
Profit
-$594,679.49
Win %
59%
EFX Equifax Inc.
+7.26%
+$48,756.79 
NOW ServiceNow, Inc.
+6.15%
+$25,563.09 
ADSK Autodesk, Inc.
+6.07%
+$72,343.2 
HD The Home Depot, Inc.
+4.32%
+$56,807.48 
ABNB Airbnb, Inc.
+4.31%
+$34,648.85 
WDAY Workday Inc.
+4.16%
+$27,014.82 
GDDY Godaddy Inc.
+3.78%
+$20,375.01 
LLY Eli Lilly and Company
+3.56%
+$45,225.49 
SLV iShares Silver Trust
+3.38%
+$33,459.13 
CI The Cigna Group
+3.23%
+$18,185.75 
SHOP Shopify Inc.
+3.23%
+$17,328.27 
ORCL Oracle Corporation
+2.98%
+$11,766.8 
UBER Uber Technologies, Inc.
+2.8%
+$6,093.54 
ALIT Alight Inc.
+2.56%
+$11,388.22 
DGX Quest Diagnostics Inc.
+2.39%
+$5,580 
CAH Cardinal Health Inc.
+2.38%
+$6,467.22 
COF Capital One Financial Corporation
+2.32%
+$15,257.33 
DBP Invesco DB Precious Metals Fund
+2.19%
+$23,030.83 
MA Mastercard Incorporated
+2.18%
+$11,173.63 
ICE Intercontinental Exchange, Inc.
+2.14%
+$30,195.4 
V Visa Inc. Class A
+2.13%
+$21,399.77 
FYX First Trust Small Cap Core AlphaDEX Fund
+2.02%
+$18,993.34 
MU Micron Technology, Inc.
+1.88%
+$4,368.8 
FIS Fidelity National Information Services, Inc.
+1.87%
+$5,923.82 
MGM MGM Resorts International
+1.81%
+$19,125.75 
GLD SPDR Gold Shares
+1.78%
+$24,405.16 
WMT Walmart Inc.
+1.45%
+$11,119.92 
IEV iShares Europe ETF
+1.42%
+$11,760 
IWM iShares Russell 2000 ETF
+1.36%
+$12,482.56 
VTWO Vanguard Russell 2000 ETF
+1.35%
+$3,122.8 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
+1.29%
+$2,719.32 
TEL TE Connectivity plc
+1.27%
+$15,723.56 
CMI Cummins Inc.
+1.27%
+$8,984.49 
TDIV FT NASDAQ Technology Dividend Index Fund
+1.09%
+$3,382.5 
WELL Welltower Inc.
+1.06%
+$2,657.72 
MSFT Microsoft Corp.
+1.06%
+$37,416.33 
VLUE iShares MSCI USA Value Factor ETF
+1.06%
+$14,160.94 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
+1.06%
+$35,077.18 
EZU iShares MSCI Eurozone ETF
+1.04%
+$10,686.2 
RDVY First Trust Rising Dividend Achievers ETF
+1.03%
+$2,894.94 
HWM Howmet Aerospace Inc.
+1.02%
+$1,716.06 
VIG Vanguard Dividend Appreciation ETF
+0.84%
+$14,275.34 
MUB iShares National Muni Bond ETF
+0.82%
+$11,303.77 
NEE NextEra Energy, Inc.
+0.76%
+$6,105.89 
IWD iShares Russell 1000 Value ETF
+0.76%
+$4,102.18 
C Citigroup Inc.
+0.75%
+$7,800.68 
FBND Fidelity Total Bond ETF
+0.71%
+$268,320.19 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.7%
+$123,689.28 
DTH WisdomTree International High Dividend Fund
+0.69%
+$6,448.36 
AGG iShares Core U.S. Aggregate Bond ETF
+0.63%
+$3,412.32 
VMBS Vanguard Mortgage-Backed Securities Fund
+0.63%
+$184,481.36 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
+0.6%
+$130,270.37 
BND Vanguard Total Bond Market Index Fund
+0.58%
+$2,708.87 
PH Parker-Hannifin Corporation
+0.57%
+$2,437.62 
SCHF Schwab International Equity ETF
+0.56%
+$87,280.2 
JEPI JPMorgan Equity Premium Income Fund
+0.54%
+$60,608.68 
GOOGL Alphabet Inc
+0.47%
+$23,356.13 
VGIT Vanguard Intermediate-Term Treasury Fund
+0.47%
+$47,049.69 
XLI Industrial Select Sector SPDR Fund
+0.46%
+$4,713.21 
ACWX ISHARES MSCI ACWI EX U.S. ETF
+0.42%
+$5,339.13 
IWV ISHARES RUSSELL 3000 ETF
+0.42%
+$877.85 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.41%
+$4,397.35 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.39%
+$3,237.3 
GOOG Alphabet Inc
+0.37%
+$6,191.64 
EIX Edison International
+0.34%
+$566.58 
SUB iShares Short-Term National Muni Bond ETF
+0.29%
+$1,387.2 
SPY SPDR S&P 500 ETF Trust
+0.28%
+$9,682.54 
IVV iShares Core S&P 500 ETF
+0.28%
+$21,267.09 
BWA BorgWarner Inc.
+0.27%
+$5,051.36 
VOO Vanguard S&P 500 ETF
+0.27%
+$3,410.54 
AMZN Amazon.com Inc
+0.26%
+$9,048.62 
RTX RTX Corporation
+0.23%
+$459.36 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.23%
+$2,378.16 
CRS Carpenter Technology Corporation
+0.22%
+$549.95 
JPIB JPMorgan International Bond ETF
+0.21%
+$14,349.6 
KO The Coca-Cola Company
+0.13%
+$434.64 
LIN Linde plc
+0.11%
+$268.24 
D Dominion Energy, Inc.
+0.09%
+$314.32 
JPM JPMorgan Chase & Co.
+0.07%
+$467.52 
DE Deere & Company
+0.05%
+$407.04 
ELV Elevance Health, Inc.
+0.04%
+$755.12 
MINT PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
+0.04%
+$315.88 
TBLL Invesco Short Term Treasury ETF
+0.02%
+$2,083.15 
NMM Navios Maritime Partners L.P. Partnership Units
-5.32%
-$18,924 
CTVA Corteva Inc.
-3.99%
-$4,032.3 
FIX Comfort Systems USA, Inc.
-3.94%
-$9,767.87 
AMAT Applied Materials, Inc.
-3.72%
-$9,124.38 
CSCO Cisco Systems, Inc.
-3.33%
-$7,814.98 
LITE Lumentum Holdings Inc.
-2.99%
-$13,796.85 
PWR Quanta Services Inc.
-2.76%
-$5,444.8 
SCHW Charles Schwab Corporation
-2.71%
-$50,906.6 
FLEX Flex Ltd.
-1.84%
-$3,829.5 
FTI TechnipFMC plc
-1.83%
-$4,627.88 
NVDA NVIDIA Corporation
-1.79%
-$52,963.77 
EME EMCOR Group, Inc.
-1.68%
-$4,883.59 
GEV GE Vernova Inc.
-1.63%
-$4,537.68 
APH Amphenol Corporation
-1.46%
-$10,899.68 
XOM Exxon Mobil Corporation
-1.29%
-$6,306.58 
TSLA Tesla, Inc.
-1.29%
-$7,293.66 
EEM iShares MSCI Emerging Markets ETF
-0.7%
-$8,734.05 
KR Kroger Co.
-0.61%
-$7,869.02 
AVGO Broadcom Inc.
-0.57%
-$3,456.63 
TXN Texas Instruments Inc
-0.55%
-$2,397.51 
ETR Entergy Corporation
-0.53%
-$1,007.05 
AAPL Apple Inc.
-0.28%
-$12,317.76 
L Loews Corporation
-0.27%
-$560.79 
SO The Southern Company
-0.23%
-$580.36 
VWO Vanguard FTSE Emerging Markets ETF
-0.17%
-$340.1 
META Meta Platforms Inc Class A
-0.13%
-$2,706.18 
SCHE Schwab Emerging Markets Equity ETF
-0.1%
-$6,805.3 
BRK-B Berkshire Hathaway Inc.
-0.08%
-$1,302.42 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.08%
-$2,545.18 
VUG Vanguard Growth ETF
-0.08%
-$254.52 
SPYG SPDR Portfolio S&P 500 Growth ETF
-0.05%
-$7,962.9 
J Jacobs Solutions Inc.
-0.03%
-$186.32 
IWF iShares Russell 1000 Growth ETF
-0.02%
-$207.33 
VZ Verizon Communications Inc.
-0.02%
-$260.25 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 964 | Longs Won 607/964 62% | Profit Factor 3.77 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $237,959.77 |
| Average Win $98,323.36 | Best Trade (Oct 15) $2.93M | Sharpe Ratio -12.1 |
| Average Loss -$44,311.3 | Worst Trade (Oct 14) -$800,384.36 | Z-Score -3.25 (100%) |
| Commissions $0 | Avg. Trade Length 1y 3m 2w 4d | Expectancy $45,501.19 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 6,536 | 5,882 | 5,229 | 4,575 | 3,922 | 3,268 | 2,614 | 1,961 | 1,307 | 654 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 12,831 | $2.64M | $4.39M | - | $1.75M | 66.05% | -0.28% |
| ABNB Airbnb, Inc. | 4,809 | $631,860.53 | $838,040.38 | - | $206,179.85 | 32.63% | +4.313% |
| ACWX ISHARES MSCI ACWI EX U.S. ETF | 17,223 | $896,482.48 | $1.29M | - | $389,042.24 | 43.4% | +0.417% |
| ADSK Autodesk, Inc. | 5,160 | $1.31M | $1.27M | - | -$49,207.01 | -3.74% | +6.066% |
| AGG iShares Core U.S. Aggregate Bond ETF | 5,735 | $570,316.12 | $547,205.02 | - | -$23,111.1 | -4.05% | +0.628% |
| ALIT Alight Inc. | 49,514 | $246,740.79 | $456,519.08 | - | $209,778.29 | 85.02% | +2.558% |
| AMAT Applied Materials, Inc. | 549 | $396,927 | $236,075.49 | - | -$160,851.51 | -40.52% | -3.721% |
| AMZN Amazon.com Inc | 13,921 | $2.21M | $3.55M | - | $1.34M | 60.78% | +0.256% |
| APH Amphenol Corporation | 9,008 | $397,072.64 | $733,971.84 | - | $336,899.2 | 84.85% | -1.463% |
| AVGO Broadcom Inc. | 1,737 | $564,991.67 | $597,979.62 | - | $32,987.95 | 5.84% | -0.575% |
| BND Vanguard Total Bond Market Index Fund | 6,607 | $485,945.05 | $467,841.67 | - | -$18,103.38 | -3.73% | +0.582% |
| BRK-B Berkshire Hathaway Inc. | 3,101 | $1.55M | $1.63M | - | $82,560.36 | 5.33% | -0.08% |
| BWA BorgWarner Inc. | 31,571 | $1.02M | $1.85M | - | $829,700.05 | 81.16% | +0.274% |
| C Citigroup Inc. | 8,479 | $470,494.66 | $1.04M | - | $574,033.35 | 122.01% | +0.752% |
| CAH Cardinal Health Inc. | 1,098 | $260,841 | $278,485.74 | - | $17,644.74 | 6.76% | +2.377% |
| CI The Cigna Group | 1,945 | $638,896.95 | $581,418.85 | - | -$57,478.1 | -9% | +3.229% |
| CMI Cummins Inc. | 1,347 | $960,694 | $717,452.61 | - | -$243,241.39 | -25.32% | +1.268% |
| COF Capital One Financial Corporation | 3,383 | $478,055.17 | $672,743.38 | - | $194,688.21 | 40.73% | +2.321% |
| CRS Carpenter Technology Corporation | 647 | $399,095 | $246,235.26 | - | -$152,859.74 | -38.3% | +0.224% |
| CSCO Cisco Systems, Inc. | 2,062 | $242,203 | $226,510.7 | - | -$15,692.3 | -6.48% | -3.335% |
No Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
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 - $3.91M, Vanguard Mortgage-Backed Securities Fund - $2.89M, Vanguard Intermediate-Term Corporate Bond Fund - $2.39M, and JPMorgan Equity Premium Income Fund - $1.95M. 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: Salesforce Inc - $651,277.74, IQVIA Holdings Inc - $578,924.04, Charter Communications Inc - $531,947.42, Zoetis Inc - $420,291.55, and Alight Inc - $383,658.15. 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 $18.57M earned over time. The largest contributors to dividend income include Fidelity Total Bond ETF - $3.9M, Vanguard Mortgage-Backed Securities Fund - $2.85M, Vanguard Intermediate-Term Corporate Bond Fund - $2.34M, JPMorgan Equity Premium Income Fund - $1.95M, and Invesco Short Term Treasury ETF - $875,507.14. 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.
2026 © Marketlog. All Rights Reserved.
