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:
53.48%
Gain +0.16%
Monthly
1.29%
Yearly
16.59%
Drawdown
16.54%
$397.31M
Equity
Holdings
$397.31M
Investment
$325.11M
$91.39M
Profit +$493,728.67
Realized
$19.19M
Unrealized
$72.2M
Dividends
$11.34M
Goals
Avg. 69.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.16%
Profit
$493,728.67
Win %
73%
This Week
Compared To Last Week
Gain
-0.14%
Profit
-$573,020.13
Win %
73%
This Month
Compared to last month
Gain
1.31%
Profit
$5.15M
Win %
73%
This Year
Compared to last year
Gain
1.96%
Profit
$7.63M
Win %
74%
F Ford Motor Company
+3.62%
+$7,445.74 
NEM Newmont Corporation
+3.25%
+$144,308.8 
TS Tenaris S.A.
+3.09%
+$82,432.44 
RTX RTX Corporation
+2.93%
+$6,351.32 
RGLD Royal Gold Inc.
+2.78%
+$67,475.98 
C Citigroup Inc.
+2.75%
+$8,566.53 
GE General Electric Company
+2.63%
+$21,115 
JPM JPMorgan Chase & Co.
+2.4%
+$114,442.51 
PM Philip Morris International Inc.
+2.37%
+$8,433.05 
WFC Wells Fargo & Company
+1.91%
+$4,909.06 
TT Trane Technologies plc
+1.85%
+$25,702.91 
BLK BlackRock, Inc.
+1.81%
+$9,074.09 
AEP American Electric Power Company, Inc.
+1.79%
+$3,278.1 
PEP PepsiCo, Inc.
+1.71%
+$3,860.97 
LLY Eli Lilly and Company
+1.7%
+$6,609.2 
RIO Rio Tinto Plc Sponsored ADR
+1.66%
+$43,969.5 
KO The Coca-Cola Company
+1.62%
+$8,563.03 
PG Procter & Gamble Co
+1.54%
+$9,084.05 
BAC Bank of America Corporation
+1.53%
+$25,962.56 
EPD Enterprise Products Partners L.P.
+1.48%
+$3,087.53 
AXP American Express Company
+1.48%
+$3,236.37 
HD The Home Depot, Inc.
+1.45%
+$24,447.36 
DIS The Walt Disney Company
+1.44%
+$6,140.75 
PPA INVESCO AEROSPACE & DEFENSE ETF (P3WR)
+1.42%
+$6,672.33 
JNJ Johnson & Johnson
+1.42%
+$14,666.24 
ES Eversource Energy
+1.3%
+$29,766.32 
BA Boeing Company
+1.28%
+$6,158.9 
KXI iShares Global Consumer Staples ETF
+1.27%
+$3,252.06 
VDE Vanguard Energy ETF
+1.26%
+$5,829.69 
AMCR Amcor plc
+1.25%
+$32,489.63 
HDV iShares Core High Dividend ETF
+1.18%
+$5,304.95 
AAPL Apple Inc.
+1.18%
+$217,674.96 
CVX Chevron Corporation
+1.14%
+$51,460.01 
SWX Southwest Gas Holdings Inc.
+1.14%
+$2,622.48 
MO Altria Group, Inc.
+1.12%
+$34,800.97 
TRV The Travelers Companies, Inc.
+1.1%
+$3,553.16 
BRK-B Berkshire Hathaway Inc.
+1.07%
+$38,148.31 
COST Costco Wholesale Corporation
+1.04%
+$24,401.88 
SDOG ALPS Sector Dividend Dogs ETF
+1.03%
+$2,965.26 
VPU Vanguard Utilities ETF
+1.02%
+$3,086.68 
IYF iShares U.S. Financials ETF
+0.99%
+$6,721.8 
MRK Merck & Co., Inc.
+0.95%
+$3,667.48 
IEFA iShares Core MSCI EAFE ETF
+0.9%
+$6,817.93 
VZ Verizon Communications Inc.
+0.88%
+$4,188.99 
XOM Exxon Mobil Corporation
+0.86%
+$9,839.16 
CLX The Clorox Company
+0.86%
+$6,200.46 
SDY SPDR S&P Dividend ETF
+0.85%
+$5,160.09 
V Visa Inc. Class A
+0.85%
+$20,227.41 
GS The Goldman Sachs Group, Inc.
+0.84%
+$2,137.49 
EFA iShares MSCI EAFE ETF
+0.83%
+$5,454.98 
ABBV AbbVie Inc.
+0.83%
+$4,415.64 
WMT Walmart Inc.
+0.81%
+$21,650.5 
XLI Industrial Select Sector SPDR Fund
+0.77%
+$1,558.32 
CB Chubb Limited
+0.77%
+$9,844.16 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.75%
+$1,835.4 
IYJ iShares U.S. Industrials ETF
+0.75%
+$4,860.42 
NHI National Health Investors, Inc.
+0.75%
+$2,538.69 
VIS Vanguard Industrials ETF
+0.69%
+$1,395.45 
VTV Vanguard Value ETF
+0.67%
+$6,183.5 
T AT&T Inc.
+0.64%
+$2,773.7 
GEV GE Vernova Inc.
+0.61%
+$3,622.5 
ICE Intercontinental Exchange, Inc.
+0.56%
+$4,522.44 
UNP Union Pacific Corporation
+0.55%
+$6,805.2 
IUSV iShares Core S&P U.S. Value ETF
+0.55%
+$2,936.25 
VIG Vanguard Dividend Appreciation ETF
+0.52%
+$3,547.5 
ADP Automatic Data Processing Inc.
+0.45%
+$1,212.12 
IWD iShares Russell 1000 Value ETF
+0.45%
+$15,093.75 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.42%
+$857.15 
CAT Caterpillar Inc.
+0.4%
+$2,901.69 
WM Waste Management, Inc.
+0.34%
+$1,957.71 
VEU Vanguard FTSE All-World ex-US ETF
+0.32%
+$47,216.64 
JCI Johnson Controls International plc
+0.29%
+$1,374.28 
PAGP Plains GP Holdings, L.P.
+0.28%
+$13,177.8 
ZMAR Inovatr E D Prct ETF - 1 MAR
+0.24%
+$1,631.77 
UNOV Innovator U.S. Equity Ultra Fund
+0.24%
+$7,846.2 
GLD SPDR Gold Shares
+0.21%
+$570.73 
ZJAN Innovator Defined Wealth Shield ETF
+0.21%
+$1,346.34 
IJR iShares Core S&P Small-Cap ETF
+0.2%
+$406 
MCD McDonald's Corporation
+0.2%
+$5,088 
TRN Trinity Industries Inc.
+0.2%
+$3,748.25 
IYH iShares U.S. Healthcare ETF
+0.17%
+$1,441.05 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
+0.17%
+$2,369.4 
BSMV Invesco BulletShares 2031 Municipal Bond ETF
+0.15%
+$5,437.95 
UDEC Innovator U.S. Equity Ultra Fund
+0.14%
+$5,529.39 
ZAUG Innovator Equity Protector ETF - August Series
+0.14%
+$932.84 
UJAN Innovator U.S. Equity Ultra Fund
+0.14%
+$2,994.61 
PNOV Innovator U.S. Equity Power Buffer ETF – November
+0.13%
+$494.58 
VO Vanguard Mid-Cap ETF
+0.12%
+$18,216.9 
BSMT Invesco BulletShares 2029 Municipal Bond ETF
+0.11%
+$4,243.68 
BSCT Invesco BulletShares 2029 Corporate Bond ETF
+0.11%
+$11,444.36 
BSMR Invesco BulletShares 2027 Municipal Bond ETF
+0.11%
+$4,614 
VGSH Vanguard Short-Term Treasury Fund
+0.1%
+$413.52 
BSMU Invesco BulletShares 2030 Municipal Bond ETF
+0.09%
+$3,474.68 
MPC Marathon Petroleum Corporation
+0.09%
+$334.73 
AOA iShares Core Aggressive Allocation ETF
+0.09%
+$182.84 
NHC National HealthCare Corporation
+0.09%
+$1,123.92 
VUSB Vanguard Ultra-Short Bond ETF
+0.09%
+$463.39 
BSCR Invesco BulletShares 2027 Corporate Bond ETF
+0.08%
+$8,223.09 
ZMAY Innovator EDP ETF -1 Yr May
+0.08%
+$533.32 
ZDEK Innovator Equity Defined Protection ETF
+0.07%
+$437.96 
UMAR Innovator U.S. Equity Ultra Fund
+0.07%
+$2,162.78 
UAPR Innovator U.S. Equity Ultra ETF
+0.07%
+$2,000.75 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
+0.06%
+$177.42 
UJUN Innovator U.S. Equity Ultra Fund
+0.06%
+$1,639 
BSCU Invesco BulletShares 2030 Corporate Bond ETF
+0.06%
+$6,403.5 
USEP Innovator U.S. Equity Ultra ETF
+0.06%
+$1,726.28 
AGG iShares Core U.S. Aggregate Bond ETF
+0.06%
+$292.56 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.06%
+$370.02 
FDEC FT Cboe Vest U.S. Equity Buffer ETF - December
+0.05%
+$118.41 
BSCW Invesco BulletShares 2032 Corporate Bond ETF
+0.05%
+$149.14 
BSCS Invesco BulletShares 2028 Corporate Bond ETF
+0.05%
+$5,389.03 
BSMS Invesco BulletShares 2028 Municipal Bond ETF
+0.04%
+$1,886.12 
BSCV Invesco BulletShares 2031 Corporate Bond ETF
+0.03%
+$3,449.5 
BALT Inn Defined Wealth Shield Mutual Fund
+0.03%
+$3,139.52 
UFEB Innovator U.S. Equity Ultra ETF
+0.03%
+$744.79 
GBIL Goldman Sachs Access Treasury 0-1 Year ETF
+0.03%
+$54.1 
POCT Innovator U.S. Equity Power Buffer ETF - October
+0.02%
+$124.76 
IJH iShares Core S&P Mid-Cap ETF
+0.02%
+$67.03 
UAUG Innovator U.S. Equity Ultra Fund
+0.01%
+$249.66 
ICSH iShares Short Treasury Bond ETF
+0.01%
+$10.48 
UXI ProShares Ultra Industrials
0%
+$11.43 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
TJUL Innovator Equity Defined Protection ETF 0725
0%
$0 
USIG iShares Broad USD Investment Grade Corporate 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 
ARM Arm Holdings plc American Depositary Receipt
-3.89%
-$9,529.99 
PLTR Palantir Technologies Inc.
-3.63%
-$57,625.28 
AMD Advanced Micro Devices, Inc.
-3.42%
-$6,980.48 
MU Micron Technology, Inc.
-3.39%
-$68,570.02 
INTC Intel Corporation
-3.32%
-$18,823.46 
HACK Amplify Cybersecurity ETF
-3.29%
-$11,410.87 
CRM Salesforce Inc
-3.08%
-$30,607.46 
ORCL Oracle Corporation
-3.05%
-$8,995.4 
ARTY iShares Future AI & Tech ETF
-2.7%
-$18,724.49 
MRVL Marvell Technology, Inc.
-2.37%
-$10,591.27 
NFLX Netflix, Inc.
-2.3%
-$48,252.98 
AMAT Applied Materials, Inc.
-2.14%
-$9,199.2 
QLD ProShares Ultra QQQ
-2.07%
-$18,336 
META Meta Platforms Inc Class A
-1.93%
-$89,711.81 
XNTK SPDR NYSE Technology ETF
-1.93%
-$7,626.88 
AVGO Broadcom Inc.
-1.92%
-$44,921.49 
TLRY Tilray Brands, Inc.
-1.87%
-$876.3 
SMH VanEck Semiconductor ETF
-1.51%
-$13,133.99 
UNH UnitedHealth Group Incorporated
-1.48%
-$10,703.83 
XLK State Street Technology Select Sector SPDR ETF
-1.44%
-$6,555.2 
VGT Vanguard Information Technology ETF
-1.34%
-$8,347.6 
GOOGL Alphabet Inc
-1.26%
-$82,461.76 
CSCO Cisco Systems, Inc.
-1.26%
-$12,675.3 
IXN iShares Global Tech ETF
-1.22%
-$13,319.27 
GOOG Alphabet Inc
-1.12%
-$25,109.3 
QQQ Invesco QQQ Trust, Series 1
-1.05%
-$22,705.2 
ETN Eaton Corporation plc
-0.9%
-$2,475.21 
MSFT Microsoft Corp.
-0.9%
-$90,465.9 
IWO iShares Russell 2000 Growth ETF
-0.84%
-$2,823.63 
IWF iShares Russell 1000 Growth ETF
-0.8%
-$62,916.48 
IBM International Business Machines Corporation
-0.77%
-$5,524.12 
VUG Vanguard Growth ETF
-0.75%
-$2,241.15 
IEMG iShares Core MSCI Emerging Markets ETF
-0.74%
-$1,720.4 
SCHW Charles Schwab Corporation
-0.72%
-$1,929.84 
QCLN First Trust Nasdaq Clean Edge Green Energy Index Fund
-0.64%
-$1,650.1 
IUSG iShares Core S&P U.S. Growth ETF
-0.59%
-$3,165.78 
XLC Communication Services Select Sector SPDR Fund
-0.56%
-$1,197.61 
FIX Comfort Systems USA, Inc.
-0.55%
-$1,303.8 
ROBO ROBO Global Robotics & Automation Index ETF
-0.53%
-$974.16 
DE Deere & Company
-0.52%
-$2,063.59 
GILD Gilead Sciences Inc.
-0.44%
-$1,229.45 
QBUF INNV NASDAQ-100 10 Bautés-Quarterly Mutual Fund
-0.44%
-$57,834.42 
TSLA Tesla, Inc.
-0.35%
-$5,355.52 
IWM iShares Russell 2000 ETF
-0.34%
-$891.09 
VTWO Vanguard Russell 2000 ETF
-0.26%
-$39,580.39 
FSLR First Solar, Inc.
-0.21%
-$4,611.91 
OEF iShares S&P 100 ETF
-0.18%
-$444.86 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.14%
-$496.26 
SPY SPDR S&P 500 ETF Trust
-0.11%
-$6,990.31 
VOO Vanguard S&P 500 ETF
-0.11%
-$17,201.39 
IVV iShares Core S&P 500 ETF
-0.1%
-$426.23 
FTCA Franklin California Municipal Income ETF
-0.07%
-$154.34 
UOCT Innovator U.S. Equity Ultra Fund
-0.07%
-$1,743.9 
UJUL Innovator U.S. Equity Ultra Buffered ETF July
-0.06%
-$1,456.33 
TROW T. Rowe Price Group, Inc.
-0.06%
-$109.98 
FJUN FT Vest US Equity Buffer ETF - June
-0.05%
-$157.95 
BAUG Innovator U.S. Equity Buffer ETF
-0.04%
-$204.92 
ZALT Innovator U.S. Equity 10% Buffer ETF
-0.04%
-$155.26 
AMZN Amazon.com Inc
-0.04%
-$2,482.45 
UMAY Innovator U.S. Equity Ultra Fund
-0.04%
-$978.08 
BFEB Innovator U.S. Equity Buffer ETF
-0.03%
-$134.34 
NVDA NVIDIA Corporation
-0.02%
-$1,565.28 Events
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Dividends
Dividend Analysis
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| Trades 1354 | Longs Won 978/1354 72% | Profit Factor 8.63 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $335,848.93 |
| Average Win $105,701.09 | Best Trade (Oct 16) $6.66M | Sharpe Ratio -9.09 |
| Average Loss -$31,869.35 | Worst Trade (Oct 15) -$874,119.6 | Z-Score 7.07 (100%) |
| Commissions $0 | Avg. Trade Length 1y 1m 1d | Expectancy $67,498.37 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 12,500 | 11,250 | 10,000 | 8,750 | 7,500 | 6,250 | 5,000 | 3,750 | 2,500 | 1,250 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 54,148 | $11.03M | $18.74M | - | $7.71M | 69.88% | +1.175% |
| ABBV AbbVie Inc. | 1,883 | $292,527.18 | $538,057.83 | - | $245,530.65 | 83.93% | +0.827% |
| ADP Automatic Data Processing Inc. | 936 | $209,599 | $268,580.52 | - | $58,981.52 | 28.14% | +0.453% |
| AEP American Electric Power Company, Inc. | 1,470 | $201,157 | $185,984.4 | - | -$15,172.6 | -7.54% | +1.794% |
| AGG iShares Core U.S. Aggregate Bond ETF | 5,368 | $532,589.75 | $512,453.44 | - | -$20,136.31 | -3.78% | +0.057% |
| AMAT Applied Materials, Inc. | 1,001 | $263,686.67 | $421,240.82 | - | $157,554.15 | 59.75% | -2.137% |
| AMCR Amcor plc | 59,614 | $2.39M | $2.64M | - | $252,287.08 | 10.57% | +1.246% |
| AMD Advanced Micro Devices, Inc. | 363 | $210,871 | $197,109 | - | -$13,762 | -6.53% | -3.42% |
| AMZN Amazon.com Inc | 24,827 | $4.12M | $6.32M | - | $2.2M | 53.3% | -0.039% |
| AOA iShares Core Aggressive Allocation ETF | 2,151 | $209,919 | $209,797.78 | - | -$121.22 | -0.06% | +0.087% |
| ARM Arm Holdings plc American Depositary Receipt | 1,000 | $354,570 | $235,260 | - | -$119,310 | -33.65% | -3.893% |
| ARTY iShares Future AI & Tech ETF | 9,529 | $446,377.16 | $675,558.45 | - | $229,181.29 | 51.34% | -2.697% |
| AVGO Broadcom Inc. | 6,796 | $1.11M | $2.3M | - | $1.19M | 107.16% | -1.92% |
| AXP American Express Company | 699 | $252,051.49 | $222,631.5 | - | -$29,419.99 | -11.67% | +1.475% |
| BA Boeing Company | 2,545 | $580,669.93 | $486,476.75 | - | -$94,193.18 | -16.22% | +1.282% |
| BAC Bank of America Corporation | 32,864 | $1.27M | $1.73M | - | $450,910.91 | 35.39% | +1.528% |
| BALT Inn Defined Wealth Shield Mutual Fund | 313,952 | $9.87M | $11.01M | - | $1.14M | 11.5% | +0.029% |
| BAUG Innovator U.S. Equity Buffer ETF | 8,574 | $366,768 | $477,571.8 | - | $110,803.8 | 30.21% | -0.043% |
| BFEB Innovator U.S. Equity Buffer ETF | 7,341 | $308,028 | $400,084.5 | - | $92,056.5 | 29.89% | -0.034% |
| BLK BlackRock, Inc. | 447 | $452,743.15 | $510,062.76 | - | $57,319.61 | 12.66% | +1.811% |
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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 - $1.49M, iShares Russell 1000 Growth ETF - $1.3M, and NVIDIA Corporation - $1.22M. 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 - $418,949.05, 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 $11.34M earned over time. The largest contributors to dividend income include Invesco BulletShares 2029 Corporate Bond ETF - $678,847.23, Invesco BulletShares 2028 Corporate Bond ETF - $675,156.18, Invesco BulletShares 2027 Corporate Bond ETF - $639,355.79, Plains GP Holdings, L.P - $469,616.75, and Invesco BulletShares 2031 Corporate Bond ETF - $457,951.05. 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 show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
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.
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