HKP

Holly Kathleen Pizzi Portfolio

Invests via Leverty Financial Group LLC | Managed by Leverty Financial Group LLC

Invests via Leverty Financial Group LLC

Managed by Leverty Financial Group LLC

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Holly Kathleen Pizzi Profile

A seasoned executive with a robust track record, Holly Kathleen Pizzi has significantly influenced the technology sector. She possesses extensive experience in leading innovative teams and driving strategic initiatives that enhance organizational efficiency. Her leadership style blends operational expertise with a focus on transformative growth, enabling firms to adapt and thrive in competitive environments. As an advocate for technological advancement, she actively engages in initiatives that shape digital landscapes and improve customer engagement methodologies. Known for her forward-thinking approach, Pizzi plays a pivotal role in connecting vision to execution within organizations.

Investment Philosophy & Strategy

In the rapidly evolving technology landscape, Holly Kathleen Pizzi capitalizes on her extensive executive experience to drive meaningful innovation. Her strategic foresight enables businesses to harness transformative growth through targeted initiatives and operational improvements. By fostering collaborative environments, she empowers teams to tackle challenges with agility while maintaining a focus on enhancing customer engagement. Pizzi's adeptness at navigating competitive dynamics allows for the identification of unique opportunities that propel organizations forward in their digital journeys.

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:

36.87%

Gain +0.77%

Monthly

0.37%

Yearly

4.59%

Drawdown

19.36%

$502.03M

Equity

Holdings

$502.03M

Investment

$420.72M

$105.76M

Profit +$4.07M

Realized

$24.45M

Unrealized

$81.32M

Dividends

$18.77M

Goals

Avg. 100% completed goals

Yearly

Gain > 5%

2026

100%

Yearly

Gain < 20%

2026

100%

Today

Compared To Yesterday

Gain

0.77%

Profit

$4.07M

Win %

80%

This Week

Compared To Last Week

Gain

0.81%

Profit

$4.05M

Win %

80%

This Month

Compared to last month

Gain

0.07%

Profit

$327,800.17

Win %

80%

This Year

Compared to last year

Gain

5.81%

Profit

$30.27M

Win %

78%

Gainers
Losers

WPM Wheaton Precious Metals Corp.

+7.6%

+$15,029.28

RMCF Rocky Mountain Chocolate Factory Inc.

+6.25%

+$4,037.1

BTC Grayscale Bitcoin Mini Trust ETF

+4.48%

+$9,475.2

QQQ Invesco QQQ Trust, Series 1

+2.6%

+$7,981.49

CAT Caterpillar Inc.

+2.28%

+$13,885.74

IEMG iShares Core MSCI Emerging Markets ETF

+1.86%

+$671,640.79

MSFT Microsoft Corp.

+1.82%

+$6,064.84

IWF iShares Russell 1000 Growth ETF

+1.82%

+$4,340.44

SHW The Sherwin-Williams Company

+1.69%

+$6,358.09

JPEF JPMorgan Equity Focus ETF

+1.66%

+$445,119.24

ECL Ecolab Inc.

+1.62%

+$30,184.44

AAPL Apple Inc.

+1.61%

+$9,259

SPYM State Street SPDR Portfolio S&P 500 ETF

+1.54%

+$7,651.41

SPY SPDR S&P 500 ETF Trust

+1.5%

+$94,319.84

SCHX Schwab U.S. Large-Cap ETF

+1.47%

+$241,935.12

MODL VictoryShares WestEnd U.S. Sector ETF

+1.41%

+$10,439.13

ESGU iShares ESG Aware MSCI USA ETF

+1.29%

+$4,463.98

IVV iShares Core S&P 500 ETF

+1.26%

+$2.41M

SPDW SPDR Portfolio Developed World ex-US ETF

+1.25%

+$13,411.24

TSLA Tesla, Inc.

+1.21%

+$7,404.88

SCHF Schwab International Equity ETF

+1.19%

+$99,757.35

SCHA Schwab U.S. Small-Cap ETF

+1.18%

+$7,116.37

CX Cemex S.A.B. de C.V. Sponsored ADR

+1.04%

+$1,350

NUDM Nuveen ESG International Developed Markets Equity Fund

+1.04%

+$4,232.43

SCHM Schwab U.S. Mid-Cap ETF

+0.99%

+$8,610.17

MMM 3M Company

+0.61%

+$18,358.85

JEPI JPMorgan Equity Premium Income Fund

+0.56%

+$1,315.44

IJH iShares Core S&P Mid-Cap ETF

+0.53%

+$201,065.89

JMUB JPMorgan Municipal Bond ETF

+0.26%

+$31,733.65

CGCB Capital Group Core Bond ETF

+0.25%

+$109,624.26

CGMU Capital Group Municipal Income ETF

+0.24%

+$9,370.79

IJR iShares Core S&P Small-Cap ETF

+0.23%

+$4,162.95

VTEB Vanguard Tax-Exempt Bond ETF

+0.2%

+$597.4

TAFM AB Tax-Aware Intermediate Municipal ETF

+0.1%

+$1,404.55

JMST JPMorgan Ultra-Short Municipal Income Fund

+0.07%

+$2,647.4

JPST JPMorgan Ultra-Short Income ETF

+0.07%

+$18,089.4

XOM Exxon Mobil Corporation

-5.16%

-$12,758.78

SOLV Solventum Corporation

-1.14%

-$4,539.6

XEL Xcel Energy Inc.

-0.97%

-$3,129.53

ESGD iShares ESG Aware MSCI EAFE ETF

-0.8%

-$3,143.66

IEFA iShares Core MSCI EAFE ETF

-0.68%

-$411,071.13

EFA iShares MSCI EAFE ETF

-0.64%

-$31,999.58

GUT The Gabelli Utility Trust

-0.47%

-$938.01

HWKN Hawkins Inc.

-0.14%

-$484.38

Events

Dividends

Dividend Analysis

No Data

Trades 585	Longs Won 308/585 52%	Profit Factor 8.06
Profitability	Shorts Won 0/0 0%	Standard Deviation $1.41M
Average Win $392,014.32	Best Trade (Jun 15) $23.86M	Sharpe Ratio -9.36
Average Loss -$54,070.45	Worst Trade (Dec 31) -$8.5M	Z-Score -3.67 (100%)
Commissions $0	Avg. Trade Length 1y 2m 4w 1d	Expectancy $180,791.27

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	9,259	8,333	7,407	6,481	5,556	4,630	3,704	2,778	1,852	926