Henry Pizzutello Portfolio
Invests via HFG Wealth Management, LLC | Managed by Henry Pizzutello
Invests via HFG Wealth Management, LLC
Managed by Henry Pizzutello
Automatically Tracked
Henry Pizzutello Profile
Veteran corporate development and private equity executive focused on growth-stage industrials and business services. Henry Pizzutello leverages operational transformation, M&A execution and capital markets experience to support portfolio scaling and strategic exits. Known for pragmatic deal-sourcing, operational improvement programs and board-level governance, he works with sponsors and family offices to structure buyouts, carve-outs and minority growth investments.
Veteran corporate development and private equity executive focused on growth-stage industrials and business services. Henry Pizzutello leverages operational transformation, M&A execution and capital markets experience to support portfolio scaling and strategic exits. Known for pragmatic deal-sourcing, operational improvement programs and board-level governance, he works with sponsors and family offices to structure buyouts, carve-outs and minority growth investments.
Investment Philosophy & Strategy
Focuses on growth-stage industrials and business services, prioritizing control or structured minority stakes that allow operational influence and clear value-creation plans. Prefers buyouts, carve-outs and growth financings where operational transformation, margin improvement and bolt-on M&A can accelerate scale. Deploys disciplined underwriting, cash-flow driven returns and realistic exit roadmaps, blending hands-on governance with sponsor and family-office collaboration to de-risk investments over a 3–7 year horizon.
Focuses on growth-stage industrials and business services, prioritizing control or structured minority stakes that allow operational influence and clear value-creation plans. Prefers buyouts, carve-outs and growth financings where operational transformation, margin improvement and bolt-on M&A can accelerate scale. Deploys disciplined underwriting, cash-flow driven returns and realistic exit roadmaps, blending hands-on governance with sponsor and family-office collaboration to de-risk investments over a 3–7 year 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:
20.34%
Gain
Monthly
0.51%
Yearly
6.35%
Drawdown
8.7%
$102.16M
Equity
Holdings
$102.16M
Investment
$87.12M
$88.42M
Profit -$18.7
Realized
$73.23M
Unrealized
$15.2M
Dividends
$18.91M
Goals
Avg. 49% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$18.7
Win %
67%
This Week
Compared To Last Week
Gain
-1.15%
Profit
-$1.15M
Win %
67%
This Month
Compared to last month
Gain
-0.2%
Profit
-$201,998.41
Win %
67%
This Year
Compared to last year
Gain
-0.34%
Profit
-$469,301.47
Win %
73%
CVX Chevron Corporation
+2.58%
+$10,612.5 
AMLP Alerian MLP ETF
+1.39%
+$11,144.16 
FTGC First Trust Global Tactical Commodity Strategy Fund
+0.52%
+$32,857.55 
AAPL Apple Inc.
+0.43%
+$9,621.4 
DFIC Dimensional International Core Equity Market ETF
+0.37%
+$5,494.3 
DFIP Dimensional Inflation-Protected Securities ETF
+0.2%
+$563.36 
IBD Inspire Corporate Bond ETF
+0.17%
+$1,609.16 
DFAI Dimensional International Core Equity Market ETF
+0.14%
+$2,421.84 
GOVT iShares U.S. Treasury Bond ETF
+0.14%
+$614.48 
SHY iShares 1-3 Year Treasury Bond ETF
+0.09%
+$395.43 
FMB First Trust Managed Municipal Fund
+0.06%
+$304.89 
DFSD Dimensional Short-Duration Fixed Income ETF
+0.04%
+$204.74 
DFCF Dimensional Core Fixed Income ETF
0%
$0 
GLDB IDX Alternative FIAT ETF
0%
$0 
BTC Grayscale Bitcoin Mini Trust ETF
0%
$0 KHPI
KHPI
0%
$0 TSEP
TSEP
0%
$0 
SPMO Invesco S&P 500 Momentum ETF
-2.28%
-$102,160.77 
VUG Vanguard Growth ETF
-2.06%
-$13,976.75 
QFLR Innovator Nasdaq-100 Managed Floor ETF
-1.7%
-$108,452.51 
DFAE Dimensional Emerging Core Equity Market ETF
-1.66%
-$24,936.03 
XUSP Innovator Uncapped Accelerated US Equity Fund
-1.43%
-$8,790.83 
DFUS Dimensional U.S. Equity Market ETF
-1.19%
-$68,794 
SPY SPDR S&P 500 ETF Trust
-1.11%
-$4,047.96 
DFAU Dimensional US Core Equity Market ETF
-1.09%
-$45,469.68 
IWB iShares Russell 1000 ETF
-1.09%
-$2,528.17 
EJUL Innovator Emerging Markets Power Buffer ETF - July
-1.07%
-$4,983.55 
GBTC Grayscale Bitcoin Trust ETF
-0.98%
-$7,018.4 
HRSK Toews Agility Shares Hedged Risk ETF
-0.94%
-$42,502.8 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.91%
-$4,841.28 
SFLR Innovator Equity Managed Floor ETF
-0.89%
-$30,500.92 
MRSK Toews Agility Shares Managed Risk ETF
-0.79%
-$50,628.69 
DFAW Dimensional World Equity ETF
-0.76%
-$66,524.8 
EJAN Innovator Emerging Markets Power Buffer ETF
-0.52%
-$1,742.87 
WWJD Inspire International ETF
-0.36%
-$1,106.68 
IGLD FT Vest Gold Strategy Target Fund
-0.35%
-$16,860.13 
PMAR Innovator U.S. Equity Power Buffer ETF
-0.35%
-$1,037.86 
GMAR FT Vest US Equity Moderate B Fund
-0.28%
-$816.87 
IAPR Innovator International Developed Power Buffer ETF
-0.11%
-$9,186.92 
IJAN Innovator International Developed Power Buffer ETF - January
-0.07%
-$459.48 
AGG iShares Core U.S. Aggregate Bond ETF
-0.03%
-$114.18 Events
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Dividends
Dividend Analysis
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| Trades 526 | Longs Won 412/526 78% | Profit Factor 20 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $650,999.32 |
| Average Win $232,410.27 | Best Trade (Mar 31) $10.61M | Sharpe Ratio -8.76 |
| Average Loss -$41,993.41 | Worst Trade (Jun 30) -$1.19M | Z-Score -0.14 (11.11%) |
| Commissions $0 | Avg. Trade Length 1y 5m 2d | Expectancy $168,105.03 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.02% |
| Consecutive Losing Trades | 2,433 | 2,190 | 1,946 | 1,703 | 1,460 | 1,217 | 973 | 730 | 487 | 243 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 6,590 | $1.13M | $2.26M | - | $1.14M | 100.95% | +0.427% |
| AGG iShares Core U.S. Aggregate Bond ETF | 3,806 | $375,967.08 | $363,016.28 | - | -$12,950.8 | -3.44% | -0.031% |
| AMLP Alerian MLP ETF | 15,478 | $660,110.9 | $814,607.14 | - | $154,496.24 | 23.4% | +1.387% |
| BTC Grayscale Bitcoin Mini Trust ETF | 118,551 | $4.56M | $4.96M | - | $406,044.49 | 8.91% | 0.0 |
| CVX Chevron Corporation | 1,875 | $281,639.05 | $421,837.5 | - | $140,198.45 | 49.78% | +2.581% |
| DFAC Dimensional U.S. Core Equity 2 ETF | 11,808 | $402,396.43 | $528,762.24 | - | $126,365.81 | 31.4% | -0.907% |
| DFAE Dimensional Emerging Core Equity Market ETF | 39,581 | $951,198.08 | $1.47M | - | $522,798.36 | 54.96% | -1.664% |
| DFAI Dimensional International Core Equity Market ETF | 40,364 | $1.14M | $1.68M | - | $541,000.5 | 47.58% | +0.145% |
| DFAU Dimensional US Core Equity Market ETF | 78,396 | $2.5M | $4.12M | - | $1.62M | 64.84% | -1.092% |
| DFAW Dimensional World Equity ETF | 103,945 | $6.04M | $8.65M | - | $2.61M | 43.2% | -0.763% |
| DFCF Dimensional Core Fixed Income ETF | 75,050 | $3.16M | $3.05M | - | -$110,343.39 | -3.49% | 0.0 |
| DFIC Dimensional International Core Equity Market ETF | 39,245 | $1.23M | $1.48M | - | $251,381.86 | 20.42% | +0.372% |
| DFIP Dimensional Inflation-Protected Securities ETF | 7,042 | $290,108.98 | $278,863.2 | - | -$11,245.78 | -3.88% | +0.202% |
| DFSD Dimensional Short-Duration Fixed Income ETF | 10,237 | $484,955.03 | $479,398.71 | - | -$5,556.32 | -1.15% | +0.043% |
| DFUS Dimensional U.S. Equity Market ETF | 68,794 | $5.64M | $5.71M | - | $72,922 | 1.29% | -1.19% |
| EJAN Innovator Emerging Markets Power Buffer ETF | 9,173 | $293,891.49 | $336,557.37 | - | $42,665.88 | 14.52% | -0.515% |
| EJUL Innovator Emerging Markets Power Buffer ETF - July | 15,334 | $376,365.57 | $461,630.07 | - | $85,264.5 | 22.65% | -1.068% |
| FMB First Trust Managed Municipal Fund | 10,163 | $518,245.82 | $494,734.84 | - | -$23,510.98 | -4.54% | +0.062% |
| FTGC First Trust Global Tactical Commodity Strategy Fund | 205,361 | $4.85M | $6.41M | - | $1.56M | 32.07% | +0.515% |
| GBTC Grayscale Bitcoin Trust ETF | 11,320 | $715,084.28 | $712,141.2 | - | -$2,943.08 | -0.41% | -0.976% |
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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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FAQ
Which stocks have generated the highest profits for Henry Pizzutello?
The largest contributions to the portfolio's profits come from the following stocks: Toews Agility Shares Managed Risk ETF - $16.61M, Alerian MLP ETF - $8.18M, FT Vest Gold Strategy Target Fund - $5.63M, VANGUARD TOTAL STOCK MKT ETF - $4.94M, and Vanguard Growth ETF - $4.42M. 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: Grayscale Bitcoin Mini Trust ETF - $1.14M, Valero Energy Corporation - $36,651.76, The Walt Disney Company - $22,670.16, Beneficient Group L.P - $5,982.73, and Workhorse Group Inc - $2,148.25. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Henry Pizzutello's portfolio generate?
The portfolio generates substantial dividend income, with a total of $18.91M earned over time. The largest contributors to dividend income include FT Vest Gold Strategy Target Fund - $5.07M, First Trust Global Tactical Commodity Strategy Fund - $2.74M, Alerian MLP ETF - $2.5M, Exxon Mobil Corporation - $1.75M, and Toews Agility Shares Managed Risk ETF - $900,637.76. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Henry Pizzutello's monthly returns?
Henry Pizzutello'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 Henry Pizzutello's strategy be considered aggressive or moderate?
Henry Pizzutello's strategy can be considered conservative. The overall risk profile appears relatively controlled, with limited drawdowns and a stable structure. This type of approach is typically focused on preserving capital while achieving steady, incremental growth.
Should beginners follow Henry Pizzutello's strategy?
Henry Pizzutello's strategy appears suitable for beginners. The overall risk level, structure, and behavior of the portfolio suggest a relatively manageable approach that does not rely on extreme volatility or complex positioning. This makes it easier for less experienced users to understand and potentially follow.
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