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:
72.37%
Gain -2.03%
Monthly
0.88%
Yearly
11.08%
Drawdown
20.97%
$506.57M
Equity
Holdings
$506.57M
Investment
$435.01M
$96.15M
Profit -$6.19M
Realized
$24.58M
Unrealized
$71.56M
Dividends
$21.19M
Goals
Avg. 46.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-2.03%
Profit
-$6.19M
Win %
69%
This Week
Compared To Last Week
Gain
-0.39%
Profit
-$1.97M
Win %
69%
This Month
Compared to last month
Gain
-1.44%
Profit
-$7.42M
Win %
69%
This Year
Compared to last year
Gain
-1.44%
Profit
-$7.42M
Win %
68%
IBIT iShares Bitcoin Trust
+2.16%
+$5,969.93 
MSFT Microsoft Corp.
+2.09%
+$7,020.18 
XOM Exxon Mobil Corporation
+1.02%
+$2,529.91 
NVDA NVIDIA Corporation
+0.74%
+$1,629.29 
IEMG iShares Core MSCI Emerging Markets ETF
+0.68%
+$229,681.2 
MMM 3M Company
+0.68%
+$20,441.86 
ESGE iShares ESG Aware MSCI EM ETF
+0.68%
+$1,515.59 
QQQ Invesco QQQ Trust, Series 1
+0.67%
+$1,985.15 
IWF iShares Russell 1000 Growth ETF
+0.59%
+$1,394.44 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.18%
+$842.56 
JPEF JPMorgan Equity Focus ETF
+0.18%
+$50,115.33 
IVV iShares Core S&P 500 ETF
+0.18%
+$340,777.62 
ESGU iShares ESG Aware MSCI USA ETF
+0.17%
+$607.48 
SPY SPDR S&P 500 ETF Trust
+0.16%
+$9,924.77 
SCHA Schwab U.S. Small-Cap ETF
+0.15%
+$854.92 
SCHX Schwab U.S. Large-Cap ETF
+0.14%
+$23,061.88 
SCHM Schwab U.S. Mid-Cap ETF
+0.09%
+$646.2 
MODL VictoryShares WestEnd U.S. Sector ETF
+0.02%
+$131.26 
JMST JPMorgan Ultra-Short Municipal Income Fund
+0.01%
+$494.93 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
RMCF Rocky Mountain Chocolate Factory Inc.
-3.69%
-$1,433.17 
AAPL Apple Inc.
-2.33%
-$15,287.18 
APG Api Group Corporation
-2.22%
-$4,219.49 
TSLA Tesla, Inc.
-2.15%
-$12,316.4 
CX Cemex S.A.B. de C.V. Sponsored ADR
-1.97%
-$2,550 
HD The Home Depot, Inc.
-1.91%
-$3,814.91 
SOLV Solventum Corporation
-1.86%
-$8,030.18 
CAT Caterpillar Inc.
-1.66%
-$9,788.72 
ECL Ecolab Inc.
-1.56%
-$32,434.84 
SHW The Sherwin-Williams Company
-1.5%
-$5,884.47 
GUT The Gabelli Utility Trust
-1.39%
-$2,814.03 
NUDM Nuveen ESG International Developed Markets Equity Fund
-0.62%
-$2,529.14 
EFA iShares MSCI EAFE ETF
-0.47%
-$22,545.6 
ESGD iShares ESG Aware MSCI EAFE ETF
-0.43%
-$1,666.72 
IEFA iShares Core MSCI EAFE ETF
-0.41%
-$247,120.77 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.33%
-$656.19 
CGCB Capital Group Core Bond ETF
-0.33%
-$138,108.51 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.31%
-$2,715.29 
IJH iShares Core S&P Mid-Cap ETF
-0.28%
-$107,563.68 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.28%
-$915.18 
SCHF Schwab International Equity ETF
-0.22%
-$18,244.46 
IJR iShares Core S&P Small-Cap ETF
-0.21%
-$3,769.24 
XEL Xcel Energy Inc.
-0.2%
-$649.28 
VTEB Vanguard Tax-Exempt Bond ETF
-0.11%
-$328.57 
CGMU Capital Group Municipal Income ETF
-0.09%
-$4,187.57 
TAFM AB Tax-Aware Intermediate Municipal ETF
-0.08%
-$1,502.36 
JMUB JPMorgan Municipal Bond ETF
-0.07%
-$7,850.08 
JPIE JPMorgan Income ETF
-0.05%
-$5,608.1 
JPST JPMorgan Ultra-Short Income ETF
-0.02%
-$5,044.22 Events
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Dividends
Dividend Analysis
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| Trades 620 | Longs Won 314/620 50% | Profit Factor 6.94 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.27M |
| Average Win $357,758.23 | Best Trade (Jul 20) $23.01M | Sharpe Ratio -9.73 |
| Average Loss -$52,905.09 | Worst Trade (Dec 31) -$8.5M | Z-Score -5.42 (100%) |
| Commissions $0 | Avg. Trade Length 1y 3m | Expectancy $155,076.01 |
| 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 | 9,615 | 8,654 | 7,692 | 6,731 | 5,769 | 4,808 | 3,846 | 2,885 | 1,923 | 962 |
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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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 - $8.65M, JPMorgan Equity Premium Income Fund - $6.06M, VictoryShares WestEnd U.S. Sector ETF - $5.58M, and iShares Core MSCI EAFE ETF - $2.09M. 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 - $1.11M, Target Corporation - $170,609.63, Hawkins Inc - $94,487.82, and Bitwise Bitcoin ETF - $62,003.6. 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 $21.19M earned over time. The largest contributors to dividend income include JPMorgan Equity Premium Income Fund - $4.31M, iShares Core S&P 500 ETF - $3.71M, Schwab International Equity ETF - $3.02M, Capital Group Core Bond ETF - $2.09M, 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.
