Marion Hebert Portfolio
Invests via CENTRAL VALLEY ADVISORS, LLC | Managed by Americo Joseph (A.J.) Salvetti III, Nicholas (Nick) Salvetti
Invests via CENTRAL VALLEY ADVISORS, LLC
Managed by Americo Joseph (A.J.) Salvetti III, Nicholas (Nick) Salvetti
Automatically Tracked
Marion Hebert Profile
Experienced operator and investor focused on growth-stage technology and healthcare companies, Marion Hebert has blended corporate strategy, M&A and hands-on operating roles to source and scale businesses. Skilled at board-level governance, commercial go-to-market execution and capital formation, the profile suits PE/VC allocation, growth equity partnerships or corporate development mandates seeking operational depth and sector diligence.
Experienced operator and investor focused on growth-stage technology and healthcare companies, Marion Hebert has blended corporate strategy, M&A and hands-on operating roles to source and scale businesses. Skilled at board-level governance, commercial go-to-market execution and capital formation, the profile suits PE/VC allocation, growth equity partnerships or corporate development mandates seeking operational depth and sector diligence.
Investment Philosophy & Strategy
Operator-investor approach targeting growth-stage technology and healthcare businesses, prioritizing revenue-driven models with durable unit economics and scalable go-to-market motion. Allocates growth equity into companies where active board-level engagement and commercial execution accelerate value creation. Uses fundamental diligence, stage-aware risk-sizing and milestone-based capital tranches to preserve optionality; seeks 3–7 year liquidity windows and asymmetric upside through operational leverage.
Operator-investor approach targeting growth-stage technology and healthcare businesses, prioritizing revenue-driven models with durable unit economics and scalable go-to-market motion. Allocates growth equity into companies where active board-level engagement and commercial execution accelerate value creation. Uses fundamental diligence, stage-aware risk-sizing and milestone-based capital tranches to preserve optionality; seeks 3–7 year liquidity windows and asymmetric upside through operational leverage.
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:
52.57%
Gain -0.56%
Monthly
1.33%
Yearly
17.15%
Drawdown
16.54%
$396.58M
Equity
Holdings
$396.58M
Investment
$325.11M
$90.66M
Profit -$1.51M
Realized
$19.19M
Unrealized
$71.47M
Dividends
$10.35M
Goals
Avg. 67.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.56%
Profit
-$1.51M
Win %
75%
This Week
Compared To Last Week
Gain
-0.43%
Profit
-$1.7M
Win %
75%
This Month
Compared to last month
Gain
-0.38%
Profit
-$1.51M
Win %
75%
This Year
Compared to last year
Gain
1.77%
Profit
$6.9M
Win %
76%
AMZN Amazon.com Inc
+15.32%
+$895,757.91 
TLRY Tilray Brands, Inc.
+8.1%
+$4,965.7 
ETN Eaton Corporation plc
+7.32%
+$19,250.8 
GOOG Alphabet Inc
+6.88%
+$149,419.85 
GOOGL Alphabet Inc
+6.73%
+$422,076.48 
TT Trane Technologies plc
+3.33%
+$44,464.8 
META Meta Platforms Inc Class A
+3.28%
+$111,383.94 
MSFT Microsoft Corp.
+3.02%
+$255,102.41 
NVDA NVIDIA Corporation
+2.93%
+$223,443.99 
FSLR First Solar, Inc.
+2.44%
+$60,134.63 
CVX Chevron Corporation
+2.35%
+$92,854.36 
MRVL Marvell Technology, Inc.
+2.32%
+$7,881 
CSCO Cisco Systems, Inc.
+2.14%
+$22,319.55 
JCI Johnson Controls International plc
+1.93%
+$8,884.88 
FIX Comfort Systems USA, Inc.
+1.88%
+$5,064.15 
CRM Salesforce Inc
+1.83%
+$13,312.8 
ORCL Oracle Corporation
+1.81%
+$5,068.14 
UXI ProShares Ultra Industrials
+1.76%
+$16,821.96 
XLC Communication Services Select Sector SPDR Fund
+1.56%
+$3,130.76 
VZ Verizon Communications Inc.
+1.52%
+$7,518.7 
GE General Electric Company
+1.42%
+$12,952.24 
IUSG iShares Core S&P U.S. Growth ETF
+1.37%
+$6,914.73 
HACK Amplify Cybersecurity ETF
+1.2%
+$3,600.45 
QLD ProShares Ultra QQQ
+1.2%
+$9,504 
WFC Wells Fargo & Company
+1.19%
+$3,169.14 
AMAT Applied Materials, Inc.
+1.18%
+$5,905.92 
VUG Vanguard Growth ETF
+1.1%
+$3,110.85 
TS Tenaris S.A.
+1.06%
+$27,943.2 
PPA INVESCO AEROSPACE & DEFENSE ETF (P3WR)
+1.05%
+$5,477.06 
VDE Vanguard Energy ETF
+1.02%
+$4,228.38 
ADP Automatic Data Processing Inc.
+0.98%
+$2,424.23 
OEF iShares S&P 100 ETF
+0.95%
+$2,183.25 
UNP Union Pacific Corporation
+0.92%
+$11,427.64 
SCHW Charles Schwab Corporation
+0.87%
+$2,582.58 
IBM International Business Machines Corporation
+0.86%
+$5,829.26 
ROBO ROBO Global Robotics & Automation Index ETF
+0.85%
+$1,591.92 
GEV GE Vernova Inc.
+0.85%
+$5,351.64 
MCD McDonald's Corporation
+0.82%
+$23,320.11 
XLI Industrial Select Sector SPDR Fund
+0.81%
+$1,751.6 
TSLA Tesla, Inc.
+0.76%
+$9,874.16 
NHI National Health Investors, Inc.
+0.76%
+$3,004.98 
MPC Marathon Petroleum Corporation
+0.76%
+$1,904.84 
IWF iShares Russell 1000 Growth ETF
+0.76%
+$56,561.28 
IEMG iShares Core MSCI Emerging Markets ETF
+0.73%
+$1,675.51 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$44,439.72 
VIS Vanguard Industrials ETF
+0.72%
+$1,549.79 
VOO Vanguard S&P 500 ETF
+0.71%
+$110,726.29 
CAT Caterpillar Inc.
+0.7%
+$5,539.58 
IVV iShares Core S&P 500 ETF
+0.69%
+$2,816 
PLTR Palantir Technologies Inc.
+0.65%
+$6,336.78 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$13,177.92 
BFEB Innovator U.S. Equity Buffer ETF
+0.62%
+$2,385.82 
ARTY iShares Future AI & Tech ETF
+0.6%
+$3,811.6 
MO Altria Group, Inc.
+0.57%
+$16,451.37 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.54%
+$1,109.95 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$1,782.86 
FDEC FT Cboe Vest U.S. Equity Buffer ETF - December
+0.51%
+$1,093.96 
UOCT Innovator U.S. Equity Ultra Fund
+0.51%
+$12,207.3 
PNOV Innovator U.S. Equity Power Buffer ETF – November
+0.49%
+$1,813.46 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
+0.49%
+$6,749.2 
QBUF INNV NASDAQ-100 10 Bautés-Quarterly Mutual Fund
+0.49%
+$62,500.98 
UDEC Innovator U.S. Equity Ultra Fund
+0.48%
+$17,779.31 
UNOV Innovator U.S. Equity Ultra Fund
+0.47%
+$14,907.78 
FJUN FT Vest US Equity Buffer ETF - June
+0.44%
+$1,381.44 
IWD iShares Russell 1000 Value ETF
+0.44%
+$14,568.75 
ZALT Innovator U.S. Equity 10% Buffer ETF
+0.44%
+$1,552.65 
IYJ iShares U.S. Industrials ETF
+0.42%
+$2,800.88 
RTX RTX Corporation
+0.39%
+$973.56 
UFEB Innovator U.S. Equity Ultra ETF
+0.37%
+$9,309.87 
AVGO Broadcom Inc.
+0.37%
+$9,786.24 
PG Procter & Gamble Co
+0.37%
+$1,985.38 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$12,636.84 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.36%
+$2,368.16 
BAC Bank of America Corporation
+0.36%
+$7,230.08 
UJAN Innovator U.S. Equity Ultra Fund
+0.35%
+$7,371.36 
XNTK SPDR NYSE Technology ETF
+0.33%
+$1,185.92 
POCT Innovator U.S. Equity Power Buffer ETF - October
+0.32%
+$1,871.4 
MRK Merck & Co., Inc.
+0.32%
+$1,085.71 
UMAR Innovator U.S. Equity Ultra Fund
+0.31%
+$9,248.72 
SMH VanEck Semiconductor ETF
+0.3%
+$2,539.56 
AOA iShares Core Aggressive Allocation ETF
+0.3%
+$623.79 
ZDEK Innovator Equity Defined Protection ETF
+0.29%
+$1,681.04 
ZMAY Innovator EDP ETF -1 Yr May
+0.28%
+$1,973.28 
UAPR Innovator U.S. Equity Ultra ETF
+0.27%
+$7,602.85 
JPM JPMorgan Chase & Co.
+0.27%
+$13,388.42 
USEP Innovator U.S. Equity Ultra ETF
+0.26%
+$7,457.51 
UJUL Innovator U.S. Equity Ultra Buffered ETF July
+0.26%
+$6,116.56 
UAUG Innovator U.S. Equity Ultra Fund
+0.21%
+$4,493.97 
JNJ Johnson & Johnson
+0.21%
+$2,168.23 
BALT Inn Defined Wealth Shield Mutual Fund
+0.17%
+$18,837.12 
T AT&T Inc.
+0.17%
+$739.16 
UJUN Innovator U.S. Equity Ultra Fund
+0.16%
+$3,933.6 
ZJAN Innovator Defined Wealth Shield ETF
+0.15%
+$964.88 
CB Chubb Limited
+0.15%
+$1,932.38 
FTCA Franklin California Municipal Income ETF
+0.14%
+$308.68 
ZAUG Innovator Equity Protector ETF - August Series
+0.13%
+$862.88 
ZMAR Inovatr E D Prct ETF - 1 MAR
+0.12%
+$815.88 
C Citigroup Inc.
+0.1%
+$328.48 
WM Waste Management, Inc.
+0.1%
+$570.46 
WMT Walmart Inc.
+0.09%
+$2,279.05 
BAUG Innovator U.S. Equity Buffer ETF
+0.08%
+$385.83 
BSMV Invesco BulletShares 2031 Municipal Bond ETF
+0.07%
+$2,718.97 
BSMS Invesco BulletShares 2028 Municipal Bond ETF
+0.06%
+$2,829.18 
AEP American Electric Power Company, Inc.
+0.06%
+$102.9 
TJUL Innovator Equity Defined Protection ETF 0725
+0.05%
+$324.87 
BSMT Invesco BulletShares 2029 Municipal Bond ETF
+0.04%
+$1,697.47 
HDV iShares Core High Dividend ETF
+0.04%
+$151.57 
DIS The Walt Disney Company
+0.03%
+$115.5 
GBIL Goldman Sachs Access Treasury 0-1 Year ETF
+0.02%
+$43.28 
VUSB Vanguard Ultra-Short Bond ETF
+0.02%
+$109.29 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
BSCR Invesco BulletShares 2027 Corporate Bond ETF
0%
$0 
ICSH iShares Short Treasury Bond ETF
0%
$0 ZNOV
ZNOV
0%
$0 ZJUL
ZJUL
0%
$0 ZSEP
ZSEP
0%
$0 ZOCT
ZOCT
0%
$0 ZFEB
ZFEB
0%
$0 ZJUN
ZJUN
0%
$0 ZAPR
ZAPR
0%
$0 
TRN Trinity Industries Inc.
-8.97%
-$230,892.2 
AAPL Apple Inc.
-7.35%
-$1.33M 
TROW T. Rowe Price Group, Inc.
-6.31%
-$13,802.49 
MU Micron Technology, Inc.
-5.9%
-$112,140.23 
ES Eversource Energy
-3.05%
-$77,877 
ABBV AbbVie Inc.
-2.51%
-$12,183.01 
ICE Intercontinental Exchange, Inc.
-2.42%
-$19,150.87 
RGLD Royal Gold Inc.
-2.31%
-$48,874.31 
BA Boeing Company
-2.15%
-$12,114.17 
NEM Newmont Corporation
-2.14%
-$78,679 
NFLX Netflix, Inc.
-2%
-$42,185.24 
AMD Advanced Micro Devices, Inc.
-1.9%
-$3,354.13 
UNH UnitedHealth Group Incorporated
-1.68%
-$12,591.69 
GLD SPDR Gold Shares
-1.49%
-$3,911.51 
NHC National HealthCare Corporation
-1.28%
-$15,734.89 
CLX The Clorox Company
-1.24%
-$10,054.8 
F Ford Motor Company
-1.21%
-$3,011.76 
DE Deere & Company
-1.13%
-$4,188.79 
INTC Intel Corporation
-1.02%
-$5,522.34 
KO The Coca-Cola Company
-1.02%
-$5,172.3 
SWX Southwest Gas Holdings Inc.
-1%
-$2,408.4 
PAGP Plains GP Holdings, L.P.
-0.98%
-$45,683.04 
XOM Exxon Mobil Corporation
-0.97%
-$9,969.48 
KXI iShares Global Consumer Staples ETF
-0.86%
-$2,192.4 
GILD Gilead Sciences Inc.
-0.81%
-$1,892.81 
ARM Arm Holdings plc American Depositary Receipt
-0.77%
-$1,849.99 
IWO iShares Russell 2000 Growth ETF
-0.75%
-$2,717.27 
BLK BlackRock, Inc.
-0.73%
-$3,567.06 
VPU Vanguard Utilities ETF
-0.71%
-$2,275.28 
IYH iShares U.S. Healthcare ETF
-0.7%
-$5,320.8 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$1,643.11 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$4,965.66 
GS The Goldman Sachs Group, Inc.
-0.63%
-$1,846.8 
EFA iShares MSCI EAFE ETF
-0.62%
-$4,186.38 
PM Philip Morris International Inc.
-0.61%
-$2,101.56 
AMCR Amcor plc
-0.6%
-$16,095.78 
LLY Eli Lilly and Company
-0.53%
-$1,900.3 
IWM iShares Russell 2000 ETF
-0.47%
-$1,303.81 
PEP PepsiCo, Inc.
-0.46%
-$1,128.32 
SDOG ALPS Sector Dividend Dogs ETF
-0.45%
-$1,299.84 
TRV The Travelers Companies, Inc.
-0.43%
-$1,367.57 
VTWO Vanguard Russell 2000 ETF
-0.42%
-$68,243 
HD The Home Depot, Inc.
-0.42%
-$7,585.34 
VGT Vanguard Information Technology ETF
-0.38%
-$2,188.7 
AXP American Express Company
-0.38%
-$887.72 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$2,525.81 
RIO Rio Tinto Plc Sponsored ADR
-0.34%
-$9,673.29 
SDY SPDR S&P Dividend ETF
-0.28%
-$1,733.16 
VTV Vanguard Value ETF
-0.27%
-$2,448.46 
QCLN First Trust Nasdaq Clean Edge Green Energy Index Fund
-0.26%
-$739.7 
AGG iShares Core U.S. Aggregate Bond ETF
-0.26%
-$1,342 
COST Costco Wholesale Corporation
-0.24%
-$5,449.13 
BSCW Invesco BulletShares 2032 Corporate Bond ETF
-0.22%
-$671.13 
IUSV iShares Core S&P U.S. Value ETF
-0.22%
-$1,174.5 
VEU Vanguard FTSE All-World ex-US ETF
-0.22%
-$32,071.5 
XLK State Street Technology Select Sector SPDR ETF
-0.22%
-$915.78 
IXN iShares Global Tech ETF
-0.21%
-$2,155.87 
EPD Enterprise Products Partners L.P.
-0.18%
-$411.68 
BSCV Invesco BulletShares 2031 Corporate Bond ETF
-0.15%
-$16,584.15 
UMAY Innovator U.S. Equity Ultra Fund
-0.13%
-$3,260.25 
BSCU Invesco BulletShares 2030 Corporate Bond ETF
-0.12%
-$12,807 
IJH iShares Core S&P Mid-Cap ETF
-0.11%
-$428.96 
USIG iShares Broad USD Investment Grade Corporate Bond ETF
-0.1%
-$236.6 
IYF iShares U.S. Financials ETF
-0.09%
-$632.69 
BSMU Invesco BulletShares 2030 Municipal Bond ETF
-0.09%
-$3,300.95 
BSCT Invesco BulletShares 2029 Corporate Bond ETF
-0.05%
-$5,722.18 
VGSH Vanguard Short-Term Treasury Fund
-0.05%
-$206.77 
BSCS Invesco BulletShares 2028 Corporate Bond ETF
-0.05%
-$5,389.03 
VO Vanguard Mid-Cap ETF
-0.05%
-$7,286.76 
V Visa Inc. Class A
-0.04%
-$834.06 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.04%
-$110.2 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$57.99 
BSMR Invesco BulletShares 2027 Municipal Bond ETF
-0.02%
-$922.8 Events
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Dividends
Dividend Analysis
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| Trades 1354 | Longs Won 984/1354 72% | Profit Factor 9.98 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $319,264.32 |
| Average Win $102,392.38 | Best Trade (Sep 01) $5.57M | Sharpe Ratio -9.09 |
| Average Loss -$27,276.65 | Worst Trade (Aug 02) -$858,387.6 | Z-Score 11.21 (100%) |
| Commissions $0 | Avg. Trade Length 1y 1w 5d | Expectancy $66,958.45 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 14,493 | 13,043 | 11,594 | 10,145 | 8,696 | 7,246 | 5,797 | 4,348 | 2,899 | 1,449 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 54,148 | $11.03M | $16.73M | - | $5.7M | 51.66% | -7.354% |
| ABBV AbbVie Inc. | 1,883 | $292,527.18 | $472,520.02 | - | $179,992.84 | 61.53% | -2.513% |
| ADP Automatic Data Processing Inc. | 936 | $209,599 | $249,406.55 | - | $39,807.55 | 18.99% | +0.982% |
| AEP American Electric Power Company, Inc. | 1,470 | $201,157 | $187,939.5 | - | -$13,217.5 | -6.57% | +0.055% |
| AGG iShares Core U.S. Aggregate Bond ETF | 5,368 | $532,589.75 | $522,682.16 | - | -$9,907.59 | -1.86% | -0.256% |
| AMAT Applied Materials, Inc. | 1,001 | $263,686.67 | $508,177.68 | - | $244,491.01 | 92.72% | +1.176% |
| AMCR Amcor plc | 59,614 | $2.39M | $2.68M | - | $287,757.41 | 12.05% | -0.598% |
| AMD Advanced Micro Devices, Inc. | 363 | $210,871 | $172,842.45 | - | -$38,028.55 | -18.03% | -1.904% |
| AMZN Amazon.com Inc | 24,827 | $4.12M | $6.74M | - | $2.62M | 63.49% | +15.321% |
| AOA iShares Core Aggressive Allocation ETF | 2,151 | $209,919 | $208,109.25 | - | -$1,809.75 | -0.86% | +0.301% |
| ARM Arm Holdings plc American Depositary Receipt | 1,000 | $354,570 | $239,690 | - | -$114,880 | -32.4% | -0.766% |
| ARTY iShares Future AI & Tech ETF | 9,529 | $446,377.16 | $635,107.85 | - | $188,730.69 | 42.28% | +0.604% |
| AVGO Broadcom Inc. | 6,796 | $1.11M | $2.65M | - | $1.54M | 138.79% | +0.371% |
| AXP American Express Company | 699 | $252,051.49 | $235,038.75 | - | -$17,012.74 | -6.75% | -0.376% |
| BA Boeing Company | 2,545 | $580,669.93 | $550,076.3 | - | -$30,593.63 | -5.27% | -2.155% |
| BAC Bank of America Corporation | 32,864 | $1.27M | $2.04M | - | $761,804.35 | 59.79% | +0.356% |
| BALT Inn Defined Wealth Shield Mutual Fund | 313,952 | $9.87M | $10.81M | - | $938,035 | 9.5% | +0.175% |
| BAUG Innovator U.S. Equity Buffer ETF | 8,574 | $366,768 | $464,882.28 | - | $98,114.28 | 26.75% | +0.083% |
| BFEB Innovator U.S. Equity Buffer ETF | 7,341 | $308,028 | $388,816.06 | - | $80,788.06 | 26.23% | +0.617% |
| BLK BlackRock, Inc. | 447 | $452,743.15 | $487,404.33 | - | $34,661.18 | 7.66% | -0.727% |
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FAQ
Which stocks have generated the highest profits for Marion Hebert?
The largest contributions to the portfolio's profits come from the following stocks: Broadcom Inc - $2.29M, Innovator U.S. Equity 10% Buffer ETF - $1.74M, JPMorgan Chase & Co - $1.47M, iShares Russell 1000 Growth ETF - $1.29M, and NVIDIA Corporation - $1.21M. 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: Enovis Corporation - $613,058.92, Halliburton Company - $461,047.46, UnitedHealth Group Incorporated - $423,080.97, Intel Corporation - $401,599.49, and The Estée Lauder Companies Inc. Class A - $300,193.34. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Marion Hebert's portfolio generate?
The portfolio generates substantial dividend income, with a total of $10.35M earned over time. The largest contributors to dividend income include Invesco BulletShares 2029 Corporate Bond ETF - $639,415.69, Invesco BulletShares 2028 Corporate Bond ETF - $634,786.96, Invesco BulletShares 2027 Corporate Bond ETF - $600,926.54, Plains GP Holdings, L.P - $469,616.75, and Invesco BulletShares 2031 Corporate Bond ETF - $415,747.7. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Marion Hebert's monthly returns?
Marion Hebert'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 Marion Hebert's strategy be considered aggressive or moderate?
Marion Hebert'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 Marion Hebert's strategy?
Marion Hebert'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.
