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
Automatically Tracked
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.
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.
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:
82.39%
Gain -0.71%
Monthly
0.91%
Yearly
11.49%
Drawdown
21.02%
$516.61M
Equity
Holdings
$516.61M
Investment
$435.01M
$105.95M
Profit -$2.03M
Realized
$24.34M
Unrealized
$81.6M
Dividends
$21.68M
Goals
Avg. 55% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.71%
Profit
-$2.03M
Win %
73%
This Week
Compared To Last Week
Gain
-0.93%
Profit
-$4.85M
Win %
73%
This Month
Compared to last month
Gain
-0.82%
Profit
-$4.26M
Win %
73%
This Year
Compared to last year
Gain
0.51%
Profit
$2.62M
Win %
70%
MSFT Microsoft Corp.
+3.02%
+$11,617.85 
NVDA NVIDIA Corporation
+2.93%
+$6,161.1 
APG Api Group Corporation
+1.22%
+$2,275.68 
JPEF JPMorgan Equity Focus ETF
+1.05%
+$288,940.83 
ESGE iShares ESG Aware MSCI EM ETF
+0.92%
+$2,064.71 
TSLA Tesla, Inc.
+0.76%
+$3,544.69 
IWF iShares Russell 1000 Growth ETF
+0.76%
+$1,747.96 
IEMG iShares Core MSCI Emerging Markets ETF
+0.73%
+$244,991.97 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$44,535.84 
ESGU iShares ESG Aware MSCI USA ETF
+0.71%
+$2,540.33 
CAT Caterpillar Inc.
+0.7%
+$3,798.89 
IVV iShares Core S&P 500 ETF
+0.69%
+$1.32M 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.68%
+$3,106.94 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$1,891.44 
SCHX Schwab U.S. Large-Cap ETF
+0.65%
+$109,543.93 
MODL VictoryShares WestEnd U.S. Sector ETF
+0.24%
+$1,588.26 
MMM 3M Company
+0.12%
+$3,938.21 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
JPST JPMorgan Ultra-Short Income ETF
0%
$0 
GUT The Gabelli Utility Trust
0%
$0 
AAPL Apple Inc.
-7.35%
-$48,304.4 
IBIT iShares Bitcoin Trust
-2.89%
-$8,061.3 
RMCF Rocky Mountain Chocolate Factory Inc.
-2.33%
-$807.42 
SOLV Solventum Corporation
-1.59%
-$7,338.84 
SHW The Sherwin-Williams Company
-1.16%
-$4,724.15 
XOM Exxon Mobil Corporation
-0.97%
-$2,571.93 
CX Cemex S.A.B. de C.V. Sponsored ADR
-0.92%
-$1,100 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.71%
-$6,306.46 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$1,340.9 
CGCB Capital Group Core Bond ETF
-0.66%
-$276,217.02 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$399,195.09 
EFA iShares MSCI EAFE ETF
-0.62%
-$31,000.2 
ECL Ecolab Inc.
-0.61%
-$12,989.16 
ESGD iShares ESG Aware MSCI EAFE ETF
-0.61%
-$2,424.32 
SCHF Schwab International Equity ETF
-0.58%
-$48,733.12 
CGMU Capital Group Municipal Income ETF
-0.44%
-$20,100.36 
HD The Home Depot, Inc.
-0.42%
-$821.5 
SCHA Schwab U.S. Small-Cap ETF
-0.39%
-$2,222.74 
NUDM Nuveen ESG International Developed Markets Equity Fund
-0.34%
-$1,445.22 
SCHM Schwab U.S. Mid-Cap ETF
-0.26%
-$1,938.6 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.2%
-$653.7 
JMUB JPMorgan Municipal Bond ETF
-0.11%
-$12,335.84 
IJH iShares Core S&P Mid-Cap ETF
-0.11%
-$40,976.64 
VTEB Vanguard Tax-Exempt Bond ETF
-0.1%
-$298.7 
JPIE JPMorgan Income ETF
-0.09%
-$8,972.96 
TAFM AB Tax-Aware Intermediate Municipal ETF
-0.04%
-$751.18 
XEL Xcel Energy Inc.
-0.04%
-$121.74 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$494.2 
JMST JPMorgan Ultra-Short Municipal Income Fund
-0.02%
-$989.85 Events
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Dividends
Dividend Analysis
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| Trades 620 | Longs Won 362/620 58% | Profit Factor 7.14 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.42M |
| Average Win $340,321.09 | Best Trade (Sep 03) $27.92M | Sharpe Ratio -8.97 |
| Average Loss -$66,864.92 | Worst Trade (Dec 31) -$8.5M | Z-Score -0.64 (47.99%) |
| Commissions $0 | Avg. Trade Length 1y 3m 1w 6d | Expectancy $170,879.17 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.01% |
| Consecutive Losing Trades | 7,752 | 6,977 | 6,202 | 5,426 | 4,651 | 3,876 | 3,101 | 2,326 | 1,550 | 775 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 1,970 | $351,802.58 | $608,552.7 | - | $256,750.12 | 72.98% | -7.354% |
| APG Api Group Corporation | 4,741 | $200,781.35 | $188,122.88 | - | -$12,658.47 | -6.3% | +1.224% |
| BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L) | 4,358 | $334,258.6 | $329,203.32 | - | -$5,055.28 | -1.51% | -0.198% |
| CAT Caterpillar Inc. | 670 | $323,519.29 | $545,922.7 | - | $222,403.41 | 68.75% | +0.701% |
| CGCB Capital Group Core Bond ETF | 1.62M | $42.74M | $41.84M | - | -$905,922.8 | -2.12% | -0.656% |
| CGMU Capital Group Municipal Income ETF | 167,503 | $4.56M | $4.52M | - | -$34,559.23 | -0.76% | -0.442% |
| CX Cemex S.A.B. de C.V. Sponsored ADR | 10,000 | $70,800 | $118,200 | - | $47,400 | 66.95% | -0.922% |
| ECL Ecolab Inc. | 7,596 | $1.76M | $2.11M | - | $351,292.26 | 19.99% | -0.612% |
| EFA iShares MSCI EAFE ETF | 46,970 | $3.72M | $4.96M | - | $1.24M | 33.44% | -0.621% |
| ESGD iShares ESG Aware MSCI EAFE ETF | 3,788 | $299,229.72 | $396,603.6 | - | $97,373.88 | 32.54% | -0.608% |
| ESGE iShares ESG Aware MSCI EM ETF | 4,393 | $240,253.17 | $226,327.36 | - | -$13,925.81 | -5.8% | +0.921% |
| ESGU iShares ESG Aware MSCI USA ETF | 2,209 | $265,175.62 | $361,502.83 | - | $96,327.21 | 36.33% | +0.708% |
| GUT The Gabelli Utility Trust | 31,267 | $249,692.72 | $198,545.45 | - | -$51,147.27 | -20.48% | 0.0 |
| HD The Home Depot, Inc. | 591 | $208,433.87 | $196,188.35 | - | -$12,245.52 | -5.88% | -0.417% |
| IBIT iShares Bitcoin Trust | 7,605 | $268,532.55 | $271,042.2 | - | $2,509.65 | 0.93% | -2.888% |
| IEFA iShares Core MSCI EAFE ETF | 633,643 | $53.44M | $62.26M | - | $8.82M | 16.51% | -0.637% |
| IEMG iShares Core MSCI Emerging Markets ETF | 437,488 | $26.38M | $33.95M | - | $7.57M | 28.68% | +0.727% |
| IJH iShares Core S&P Mid-Cap ETF | 512,208 | $32.91M | $38.55M | - | $5.65M | 17.16% | -0.106% |
| IJR iShares Core S&P Small-Cap ETF | 12,358 | $1.38M | $1.8M | - | $415,109.11 | 30.03% | -0.027% |
| IVV iShares Core S&P 500 ETF | 258,159 | $155.66M | $193.7M | - | $38.04M | 24.44% | +0.687% |
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FAQ
Which stocks have generated the highest profits for Holly Kathleen Pizzi?
The largest contributions to the portfolio's profits come from the following stocks: Schwab U.S. Large-Cap ETF - $21.67M, Schwab International Equity ETF - $8.6M, JPMorgan Equity Premium Income Fund - $5.88M, VictoryShares WestEnd U.S. Sector ETF - $5.58M, and Capital Group Core Bond ETF - $2.39M. 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: iShares Core S&P 500 ETF - $4.95M, 3M Company - $1.09M, Target Corporation - $170,609.63, Hawkins Inc - $94,487.82, and Tesla, Inc - $93,439. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Holly Kathleen Pizzi's portfolio generate?
The portfolio generates substantial dividend income, with a total of $21.68M earned over time. The largest contributors to dividend income include JPMorgan Equity Premium Income Fund - $4.14M, iShares Core S&P 500 ETF - $3.71M, Schwab International Equity ETF - $2.98M, Capital Group Core Bond ETF - $2.4M, and iShares Core MSCI EAFE ETF - $2.04M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Holly Kathleen Pizzi's monthly returns?
Holly Kathleen Pizzi's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Holly Kathleen Pizzi's strategy be considered aggressive or moderate?
Holly Kathleen Pizzi's strategy appears moderately aggressive. The portfolio shows a clear focus on growth, with noticeable volatility and risk exposure, although not to an extreme level. This type of strategy may appeal to users seeking higher returns while accepting meaningful fluctuations along the way.
Should beginners follow Holly Kathleen Pizzi's strategy?
Holly Kathleen Pizzi's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
