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:
8.42%
Gain
Monthly
0.27%
Yearly
3.24%
Drawdown
28.07%
$396.48M
Equity
Holdings
$396.48M
Investment
$324.04M
$86.66M
Profit -$40,440.83
Realized
$14.22M
Unrealized
$72.44M
Dividends
$9.84M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$40,440.83
Win %
76%
This Week
Compared To Last Week
Gain
0.25%
Profit
$981,122.24
Win %
76%
This Month
Compared to last month
Gain
1.08%
Profit
$4.23M
Win %
76%
This Year
Compared to last year
Gain
8.31%
Profit
$30.43M
Win %
76%
ABT Abbott Laboratories
+10.69%
+$23,261.17 
WM Waste Management, Inc.
+4.04%
+$24,413.1 
CRM Salesforce Inc
+3.81%
+$29,735.16 
NHI National Health Investors, Inc.
+3.8%
+$14,921.28 
NHC National HealthCare Corporation
+3.67%
+$42,468.12 
MRK Merck & Co., Inc.
+3.56%
+$11,629.17 
UNP Union Pacific Corporation
+3.53%
+$51,918.05 
IBM International Business Machines Corporation
+3.27%
+$20,723.12 
TRN Trinity Industries Inc.
+3.16%
+$77,942.94 
ABBV AbbVie Inc.
+3.03%
+$13,921.4 
AMCR Amcor plc
+3.02%
+$71,526 
PM Philip Morris International Inc.
+3%
+$9,721.6 
UNH UnitedHealth Group Incorporated
+2.76%
+$24,384.02 
T AT&T Inc.
+2.68%
+$13,303.17 
MO Altria Group, Inc.
+2.65%
+$77,410.52 
VZ Verizon Communications Inc.
+2.54%
+$13,234.78 
MCD McDonald's Corporation
+2.5%
+$68,052.78 
KO The Coca-Cola Company
+2.49%
+$11,277.05 
COST Costco Wholesale Corporation
+2.41%
+$57,517.21 
WMT Walmart Inc.
+2.39%
+$65,983.01 
PEP PepsiCo, Inc.
+2.34%
+$6,292.45 
GILD Gilead Sciences Inc.
+2.2%
+$5,115.64 
MPC Marathon Petroleum Corporation
+2.19%
+$5,884.32 
HDV iShares Core High Dividend ETF
+2.1%
+$8,299.8 
MSFT Microsoft Corp.
+2.09%
+$162,340.3 
KXI iShares Global Consumer Staples ETF
+2.01%
+$4,964 
V Visa Inc. Class A
+1.84%
+$42,209.16 
CLX The Clorox Company
+1.77%
+$14,408.44 
IYH iShares U.S. Healthcare ETF
+1.77%
+$15,710.73 
DIS The Walt Disney Company
+1.77%
+$6,886.88 
SDY SPDR S&P Dividend ETF
+1.73%
+$10,718.4 
AAPL Apple Inc.
+1.65%
+$310,699.8 
PG Procter & Gamble Co
+1.59%
+$10,121.41 
SDOG ALPS Sector Dividend Dogs ETF
+1.54%
+$4,985.57 
HD The Home Depot, Inc.
+1.52%
+$30,465.22 
ICE Intercontinental Exchange, Inc.
+1.39%
+$11,566.92 
CB Chubb Limited
+1.34%
+$18,785.54 
LLY Eli Lilly and Company
+1.24%
+$4,475.29 
PAGP Plains GP Holdings, L.P.
+1.18%
+$51,859.82 
DE Deere & Company
+1.17%
+$4,231.92 
SWX Southwest Gas Holdings Inc.
+1.16%
+$2,834.44 
CVX Chevron Corporation
+1.06%
+$38,407.68 
EPD Enterprise Products Partners L.P.
+1.05%
+$30,817.9 
TRV The Travelers Companies, Inc.
+1%
+$2,751.92 
ES Eversource Energy
+0.89%
+$22,105.38 
PFE Pfizer Inc.
+0.85%
+$1,521.87 
IWD iShares Russell 1000 Value ETF
+0.83%
+$27,516.12 
IUSV iShares Core S&P U.S. Value ETF
+0.78%
+$4,083.78 
WFC Wells Fargo & Company
+0.74%
+$2,079.48 
XOM Exxon Mobil Corporation
+0.73%
+$7,676.52 
JNJ Johnson & Johnson
+0.73%
+$7,380 
VDE Vanguard Energy ETF
+0.67%
+$2,941.2 
AXP American Express Company
+0.64%
+$1,600.71 
AMZN Amazon.com Inc
+0.61%
+$37,670.8 
VIG Vanguard Dividend Appreciation ETF
+0.57%
+$3,858.32 
NFLX Netflix, Inc.
+0.53%
+$9,586.98 
HON Honeywell International Inc.
+0.45%
+$762 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
+0.38%
+$5,318.02 
VTV Vanguard Value ETF
+0.35%
+$2,569.49 
XLC Communication Services Select Sector SPDR Fund
+0.35%
+$754.4 
IJH iShares Core S&P Mid-Cap ETF
+0.31%
+$1,239.84 
LMT Lockheed Martin Corporation
+0.3%
+$797.12 
GOOG Alphabet Inc
+0.29%
+$7,221.03 
GOOGL Alphabet Inc
+0.27%
+$19,753.57 
BAUG Innovator U.S. Equity Buffer ETF
+0.19%
+$890.84 
BRK-B Berkshire Hathaway Inc.
+0.16%
+$5,215.51 
PLTR Palantir Technologies Inc.
+0.14%
+$2,108.16 
BAC Bank of America Corporation
+0.14%
+$2,985.8 
ZMAY Innovator EDP ETF -1 Yr May
+0.06%
+$385.49 
ZDEK Innovator Equity Defined Protection ETF
+0.06%
+$342.3 
UDEC Innovator U.S. Equity Ultra Fund
+0.04%
+$1,370.22 
BSMV Invesco BulletShares 2031 Municipal Bond ETF
+0.02%
+$942.88 
BSMR Invesco BulletShares 2027 Municipal Bond ETF
+0.02%
+$847.67 
ZMAR Inovatr E D Prct ETF - 1 MAR
+0.02%
+$120.27 
GBIL Goldman Sachs Access Treasury 0-1 Year ETF
+0.01%
+$32.17 
UMAY Innovator U.S. Equity Ultra Fund
+0.01%
+$264.99 
ICSH iShares Short Treasury Bond ETF
+0.01%
+$21.61 
UAUG Innovator U.S. Equity Ultra Fund
+0.01%
+$228.9 
ZAUG Innovator Equity Protector ETF - August Series
+0.01%
+$43.26 
BSCQ Invesco BulletShares 2026 Corporate Bond ETF
0%
$0 
BSCR Invesco BulletShares 2027 Corporate Bond ETF
0%
$0 
DFAC Dimensional U.S. Core Equity 2 ETF
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
UJAN Innovator U.S. Equity Ultra Fund
0%
-$9.65 
UOCT Innovator U.S. Equity Ultra Fund
0%
$0 
ZAPR
0%
$0 
ZFEB
0%
$0 
ZJAN Innovator Defined Wealth Shield ETF
0%
$0 
ZJUL
0%
$0 
ZJUN
0%
$0 
ZNOV
0%
$0 
ZOCT
0%
$0 
ZSEP
0%
$0 
INTC Intel Corporation
-6.16%
-$39,288.98 
GE General Electric Company
-5.88%
-$54,602.9 
MU Micron Technology, Inc.
-5.6%
-$121,494.69 
QCLN First Trust Nasdaq Clean Edge Green Energy Index Fund
-5.27%
-$17,281.15 
GS The Goldman Sachs Group, Inc.
-4.66%
-$20,563.27 
FSLR First Solar, Inc.
-4.6%
-$126,686.77 
ETN Eaton Corporation plc
-4.29%
-$12,634.23 
ORCL Oracle Corporation
-4.27%
-$13,046.3 
FIX Comfort Systems USA, Inc.
-4.21%
-$11,613.36 
CAT Caterpillar Inc.
-4.13%
-$36,901.29 
AVGO Broadcom Inc.
-4.1%
-$111,706.72 
NEM Newmont Corporation
-4.07%
-$148,414.5 
SMH VanEck Semiconductor ETF
-3.78%
-$34,895.1 
ARTY iShares Future AI & Tech ETF
-3.72%
-$24,135.68 
GEV GE Vernova Inc.
-3.16%
-$21,458.07 
RIO Rio Tinto Plc Sponsored ADR
-2.78%
-$78,291.2 
AMAT Applied Materials, Inc.
-2.66%
-$15,445.43 
CSCO Cisco Systems, Inc.
-2.62%
-$26,813.53 
XNTK SPDR NYSE Technology ETF
-2.53%
-$9,802.88 
QLD ProShares Ultra QQQ
-2.48%
-$21,791.04 
NVDA NVIDIA Corporation
-2.41%
-$207,104 
IXN iShares Global Tech ETF
-2.4%
-$25,483.69 
RGLD Royal Gold Inc.
-2.22%
-$43,176.64 
XLK State Street Technology Select Sector SPDR ETF
-2.19%
-$9,567.7 
PPA INVESCO AEROSPACE & DEFENSE ETF (P3WR)
-2.02%
-$10,515.35 
C Citigroup Inc.
-1.94%
-$6,590.22 
IEMG iShares Core MSCI Emerging Markets ETF
-1.91%
-$4,517.44 
VGT Vanguard Information Technology ETF
-1.84%
-$11,247.84 
GLD SPDR Gold Shares
-1.76%
-$5,886.72 
IAU iShares Gold Trust
-1.73%
-$3,761.72 
META Meta Platforms Inc Class A
-1.7%
-$73,388.57 
RTX RTX Corporation
-1.51%
-$3,419.06 
JCI Johnson Controls International plc
-1.49%
-$6,784 
IWF iShares Russell 1000 Growth ETF
-1.38%
-$108,650.4 
TSLA Tesla, Inc.
-1.34%
-$22,355.54 
IWO iShares Russell 2000 Growth ETF
-1.25%
-$4,617.43 
QQQ Invesco QQQ Trust, Series 1
-1.23%
-$27,028.72 
IUSG iShares Core S&P U.S. Growth ETF
-1.06%
-$5,589.81 
SPYG SPDR Portfolio S&P 500 Growth ETF
-1.04%
-$2,613.75 
BA Boeing Company
-1.01%
-$6,661.31 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.99%
-$2,436 
TT Trane Technologies plc
-0.94%
-$16,876.42 
UXI ProShares Ultra Industrials
-0.92%
-$8,982.6 
HACK Amplify Cybersecurity ETF
-0.84%
-$2,664.9 
VUG Vanguard Growth ETF
-0.75%
-$2,201.76 
EFA iShares MSCI EAFE ETF
-0.7%
-$3,784.51 
IEFA iShares Core MSCI EAFE ETF
-0.69%
-$3,813.64 
QBUF INNV NASDAQ-100 10 Bautés-Quarterly Mutual Fund
-0.57%
-$74,845.4 
TLRY Tilray Brands, Inc.
-0.51%
-$328.61 
JPM JPMorgan Chase & Co.
-0.46%
-$23,375.44 
BLK BlackRock, Inc.
-0.43%
-$2,094.21 
SPY SPDR S&P 500 ETF Trust
-0.28%
-$17,954.56 
IVV iShares Core S&P 500 ETF
-0.27%
-$1,287.75 
VOO Vanguard S&P 500 ETF
-0.27%
-$42,814.46 
OEF iShares S&P 100 ETF
-0.27%
-$634.15 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.25%
-$850.08 
FTCA Franklin California Municipal Income ETF
-0.2%
-$466.11 
FJUN FT Vest US Equity Buffer ETF - June
-0.19%
-$911.37 
SCHW Charles Schwab Corporation
-0.15%
-$439.89 
VPU Vanguard Utilities ETF
-0.14%
-$495.6 
UFEB Innovator U.S. Equity Ultra ETF
-0.11%
-$2,917.8 
VO Vanguard Mid-Cap ETF
-0.11%
-$16,236.66 
BSMT Invesco BulletShares 2029 Municipal Bond ETF
-0.11%
-$4,411.82 
F Ford Motor Company
-0.11%
-$255.81 
FDEC FT Cboe Vest U.S. Equity Buffer ETF - December
-0.1%
-$241.56 
BSCU Invesco BulletShares 2030 Corporate Bond ETF
-0.09%
-$9,559.03 
BFEB Innovator U.S. Equity Buffer ETF
-0.09%
-$330.35 
BSCT Invesco BulletShares 2029 Corporate Bond ETF
-0.08%
-$8,672.3 
IYJ iShares U.S. Industrials ETF
-0.07%
-$494.28 
UJUL Innovator U.S. Equity Ultra Buffered ETF July
-0.07%
-$1,555.62 
BSMU Invesco BulletShares 2030 Municipal Bond ETF
-0.07%
-$2,710.84 
USIG iShares Broad USD Investment Grade Corporate Bond ETF
-0.07%
-$163.69 
IYF iShares U.S. Financials ETF
-0.07%
-$474.39 
UJUN Innovator U.S. Equity Ultra Fund
-0.07%
-$1,351.42 
BSCV Invesco BulletShares 2031 Corporate Bond ETF
-0.06%
-$6,383.44 
BSCS Invesco BulletShares 2028 Corporate Bond ETF
-0.05%
-$5,416.6 
BSCW Invesco BulletShares 2032 Corporate Bond ETF
-0.05%
-$149.14 
UNOV Innovator U.S. Equity Ultra Fund
-0.05%
-$1,619.68 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.05%
-$136.62 
UMAR Innovator U.S. Equity Ultra Fund
-0.05%
-$1,541.9 
PNOV Innovator U.S. Equity Power Buffer ETF – November
-0.04%
-$164.86 
UAPR Innovator U.S. Equity Ultra ETF
-0.04%
-$1,216.21 
VTWO Vanguard Russell 2000 ETF
-0.04%
-$6,271.02 
POCT Innovator U.S. Equity Power Buffer ETF - October
-0.03%
-$187.14 
BALT Inn Defined Wealth Shield Mutual Fund
-0.03%
-$3,159.53 
ZALT Innovator U.S. Equity 10% Buffer ETF
-0.03%
-$4,371.58 
VGSH Vanguard Short-Term Treasury Fund
-0.03%
-$72.84 
AGG iShares Core U.S. Aggregate Bond ETF
-0.02%
-$134.42 
BMAY Innovator U.S. Equity Buffer Fund
-0.02%
-$56.7 
IWM iShares Russell 2000 ETF
-0.02%
-$62.94 
VUSB Vanguard Ultra-Short Bond ETF
-0.02%
-$112.42 
USEP Innovator U.S. Equity Ultra ETF
-0.01%
-$347.39 
BSMS Invesco BulletShares 2028 Municipal Bond ETF
-0.01%
-$208.65 
TJUL Innovator Equity Defined Protection ETF 0725
0%
-$4.33 Events
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Dividends
Dividend Analysis
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| Trades 1194 | Longs Won 824/1194 69% | Profit Factor 10.38 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $352,460.8 |
| Average Win $116,388.47 | Best Trade (Jul 16) $6.57M | Sharpe Ratio -9.55 |
| Average Loss -$24,981.61 | Worst Trade (Jul 16) -$831,201.6 | Z-Score 3.98 (100%) |
| Commissions $0 | Avg. Trade Length 11m 4w 1d | Expectancy $72,580.32 |
| 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 | 15,873 | 14,286 | 12,698 | 11,111 | 9,524 | 7,937 | 6,349 | 4,762 | 3,175 | 1,587 |
Hover over the desired column for a detailed explanation.
Returns
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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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