William Liberti Portfolio
Invests via Wealth Effects LLC | Managed by William A. Liberti
Invests via Wealth Effects LLC
Managed by William A. Liberti
Automatically Tracked
William Liberti Profile
William Liberti has built a noteworthy career as an entrepreneur and investor within the technology sector. He is recognized for founding several innovative startups that leverage cutting-edge solutions to address market needs. With a strong focus on transforming ideas into viable businesses, his ventures have consistently attracted attention from venture capitalists looking to capitalize on disruptive technologies. His deep understanding of both operational execution and market dynamics positions him as a key figure in shaping the entrepreneurial landscape. Moreover, he actively mentors aspiring entrepreneurs, thereby contributing to the growth of new ventures within emerging tech markets.
William Liberti has built a noteworthy career as an entrepreneur and investor within the technology sector. He is recognized for founding several innovative startups that leverage cutting-edge solutions to address market needs. With a strong focus on transforming ideas into viable businesses, his ventures have consistently attracted attention from venture capitalists looking to capitalize on disruptive technologies. His deep understanding of both operational execution and market dynamics positions him as a key figure in shaping the entrepreneurial landscape. Moreover, he actively mentors aspiring entrepreneurs, thereby contributing to the growth of new ventures within emerging tech markets.
Investment Philosophy & Strategy
In the dynamic landscape of technology, William Liberti exemplifies a forward-thinking approach to investment and entrepreneurship. His strategic initiatives prioritize scalability and innovation, particularly within startups harnessing transformative technologies. By meticulously analyzing market trends and customer needs, he identifies high-potential opportunities that drive sustainable growth. His hands-on experience in founding successful ventures not only informs his investment decisions but also underscores a commitment to operational excellence. The mentorship he provides further strengthens the entrepreneurial ecosystem, enhancing prospects for emerging tech innovators.
In the dynamic landscape of technology, William Liberti exemplifies a forward-thinking approach to investment and entrepreneurship. His strategic initiatives prioritize scalability and innovation, particularly within startups harnessing transformative technologies. By meticulously analyzing market trends and customer needs, he identifies high-potential opportunities that drive sustainable growth. His hands-on experience in founding successful ventures not only informs his investment decisions but also underscores a commitment to operational excellence. The mentorship he provides further strengthens the entrepreneurial ecosystem, enhancing prospects for emerging tech innovators.
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:
126.27%
Gain -0.15%
Monthly
0.91%
Yearly
11.46%
Drawdown
29.42%
$355.11M
Equity
Holdings
$355.11M
Investment
$233.66M
$131.43M
Profit -$333,826.64
Realized
$1.88M
Unrealized
$129.55M
Dividends
$18.1M
Goals
Avg. 41% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.15%
Profit
-$333,826.64
Win %
72%
This Week
Compared To Last Week
Gain
-0.39%
Profit
-$1.4M
Win %
72%
This Month
Compared to last month
Gain
-3.65%
Profit
-$13.45M
Win %
72%
This Year
Compared to last year
Gain
-3.65%
Profit
-$13.46M
Win %
70%
ENVX Enovix Corporation
+9.41%
+$63,413.04 
CRWD CrowdStrike Holdings, Inc.
+8.25%
+$86,254.22 
ZS Zscaler Inc.
+7.31%
+$24,328.61 
PANW Palo Alto Networks, Inc.
+7.22%
+$44,596.17 
S Safe & Green Holdings Corp.
+6.67%
+$56,475 
RBRK Rubrik Inc. Class A Common Stock
+6.62%
+$353,853.13 
HUMA Humacyte Inc.
+5.33%
+$20,233.85 
HAL Halliburton Company
+5.21%
+$12,317.6 
BUG Global X Cybersecurity ETF
+4.98%
+$24,991.65 
DVN Devon Energy Corporation
+4.49%
+$71,825 
ZENA ZenaTech Inc.
+4.34%
+$2,862 
AMT American Tower Corporation
+4.08%
+$12,039.8 
LNG Cheniere Energy Inc.
+4.06%
+$60,025.68 
LPTH LightPath Technologies Inc Class A Common Stock
+3.85%
+$31,576.5 
CIBR First Trust Nasdaq Cybersecurity ETF
+3.22%
+$17,665.47 
ONDS Ondas Inc.
+2.99%
+$5,922 
CVX Chevron Corporation
+2.88%
+$96,010.88 
ANGO AngioDynamics Inc.
+2.87%
+$7,158.75 
XOM ExxonMobil Holdings Corporation
+2.79%
+$54,650.63 
FXN First Trust Energy AlphaDEX Fund
+2.75%
+$6,864 
XLE State Street Energy Select Sector SPDR ETF
+2.6%
+$29,379.68 
DOW Dow Inc.
+2.52%
+$8,800 
MU Micron Technology Inc.
+2.46%
+$415,092.6 
LMT Lockheed Martin Corporation
+2.42%
+$13,570.77 
MRVL Marvell Technology Inc.
+2.25%
+$34,095.6 
BGR BlackRock Energy & Resources Trust
+2.1%
+$5,700 
TGTX TG Therapeutics Inc.
+1.9%
+$11,716 
SPCX Space Exploration Technologies Corp. Class A
+1.89%
+$36,143.47 
SKYY First Trust Cloud Computing ETF
+1.85%
+$7,016.32 
ET Energy Transfer LP
+1.84%
+$4,312.11 
AMD Advanced Micro Devices Inc.
+1.74%
+$20,962.74 
CBRS Cerebras Systems Inc. Class A Common Stock
+1.73%
+$12,580.96 
INTC Intel Corporation
+1.72%
+$35,647.5 
CSCO Cisco Systems, Inc.
+1.53%
+$6,325.69 
EPD Enterprise Products Partners L.P.
+1.53%
+$5,992 
AMLP Alerian MLP ETF
+1.47%
+$8,360.66 
IRDM Iridium Communications Inc.
+1.39%
+$5,795 
DOCN DigitalOcean Holdings, Inc.
+1.33%
+$55,351.4 
NOW ServiceNow Inc.
+1.25%
+$6,889.4 
ABT Abbott Laboratories
+1.16%
+$7,927.78 
MSI Motorola Solutions, Inc.
+0.84%
+$2,613 
AKBA Akebia Therapeutics Inc.
+0.84%
+$56.4 
DELL Dell Technologies Inc. Class C Common Stock
+0.77%
+$6,578.63 
ANET Arista Networks Inc.
+0.76%
+$1,397.5 
ASML ASML Holding N.V. NY Registered Shares
+0.72%
+$4,335.1 
FTGC First Trust Global Tactical Commodity Strategy Fund
+0.68%
+$1,567.23 
MSFT Microsoft Corporation Common Stock
+0.66%
+$55,493.86 
IBM International Business Machines Corporation
+0.57%
+$19,944.75 
ORCL Oracle Corporation
+0.49%
+$2,622.6 
XLK State Street Technology Select Sector SPDR ETF
+0.49%
+$1,196.16 
VGT Vanguard Information Technology ETF
+0.48%
+$5,013.43 
FTMA Franklin Massachusetts Municipal Income ETF
+0.46%
+$1,483.16 
AMAT Applied Materials Inc.
+0.44%
+$4,387.38 
BA The Boeing Company
+0.43%
+$9,832.12 
EMLP First Trust North American Energy Infrastructure Fund
+0.41%
+$2,525.58 
IYW iShares U.S. Technology ETF
+0.39%
+$1,152 
ADM Archer-Daniels-Midland Company
+0.38%
+$1,890 
DHR Danaher Corp.
+0.33%
+$1,731 
JPC Nuveen Preferred & Income Opportunities Fund
+0.3%
+$414.8 
PLTR Palantir Technologies Inc. Class A Common Stock
+0.28%
+$2,159.92 
NEE NextEra Energy Inc.
+0.24%
+$2,688.2 
JQC Nuveen Credit Strategies Income Fund
+0.22%
+$814.47 
RNP Cohen & Steers REIT and Preferred Income Fund, Inc.
+0.22%
+$452 
RQI Cohen & Steers Quality Income Realty Fund, Inc.
+0.18%
+$426.7 
ABBV AbbVie Inc.
+0.16%
+$4,799.36 
QYLD Global X Nasdaq 100 Covered Call ETF
+0.14%
+$1,458.9 
PCYO Pure Cycle Corporation Common Stock
+0.09%
+$210 
LMBS First Trust Low Duration Opportunities ETF
+0.06%
+$281.82 
SUB iShares Short-Term National Muni Bond ETF
+0.05%
+$122 
VNQ Vanguard Real Estate ETF
+0.04%
+$225.48 
OGN Organon & Co.
+0.04%
+$69.56 
STIP iShares 0-5 Year TIPS Bond ETF
+0.03%
+$182.4 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+0.02%
+$309.07 SKHY
SKHY
0%
$0 
CATX Perspective Therapeutics Inc.
-28.76%
-$9,750 
BE Bloom Energy Corp. Class A Common Stock
-11.24%
-$68,516 
T AT&T Inc.
-7.96%
-$38,279.69 
LODE Comstock Inc.
-5%
-$990 
NMZ Nuveen Municipal High Income Opportunity Fund
-4.64%
-$15,917.16 
JMIA Jumia Technologies AG Sponsored ADR
-3.55%
-$12,297.6 
CHD Church & Dwight Co., Inc.
-3.37%
-$14,085.46 
DAL Delta Air Lines, Inc.
-3.12%
-$25,554.37 
INDI indie Semiconductor, Inc. Class A Common Stock
-2.98%
-$1,000 
WDC Western Digital Corp.
-2.97%
-$15,780 
PG The Procter & Gamble Company
-2.76%
-$39,571.6 
KO The Coca-Cola Company
-2.76%
-$6,443.5 
GE General Electric Company
-2.69%
-$27,689.5 
LLY Eli Lilly and Company
-2.54%
-$25,188.32 
AUTL Autolus Therapeutics plc ADR
-2.53%
-$400 
CRWV CoreWeave Inc. Class A Common Stock
-2.46%
-$6,360.9 
NSC Norfolk Southern Corp.
-2.44%
-$5,356 
MS Morgan Stanley Common Stock
-2.44%
-$24,639.94 
GLUE Monte Rosa Therapeutics, Inc.
-2.43%
-$2,726.73 
CAT Caterpillar Inc.
-2.42%
-$56,981.06 
BMY Bristol-Myers Squibb Company
-2.41%
-$20,938 
HD The Home Depot, Inc.
-2.41%
-$21,977.86 
MO Altria Group, Inc.
-2.31%
-$15,678.08 
ALT Altimmune, Inc.
-2.3%
-$6,297.5 
IMRX Immuneering Corp. Class A Common Stock
-2.1%
-$5,224 
BEAM Beam Therapeutics Inc.
-2.08%
-$12,629.13 
KMB Kimberly-Clark Corporation
-1.93%
-$10,298.91 
XLP State Street Consumer Staples Select Sector SPDR ETF
-1.92%
-$6,612.06 
RTX RTX Corporation
-1.9%
-$14,492.96 
SNDK Sandisk Corp.
-1.82%
-$19,991.72 
STX Seagate Technology Holdings plc
-1.81%
-$10,485 
AMGN Amgen Inc. Common Stock
-1.79%
-$23,346.22 
NFLX Netflix Inc.
-1.79%
-$9,076.82 
TRV The Travelers Companies, Inc.
-1.77%
-$8,663.6 
GS The Goldman Sachs Group, Inc.
-1.75%
-$12,121.12 
CSX CSX Corporation
-1.7%
-$6,483.84 
WY Weyerhaeuser Co.
-1.67%
-$8,250 
MCD McDonald's Corporation
-1.65%
-$5,183.31 
UNH UnitedHealth Group Inc.
-1.62%
-$33,967.77 
TJX The TJX Companies, Inc.
-1.57%
-$4,994.96 
ABEO Abeona Therapeutics Inc.
-1.57%
-$2,166.5 
KVUE Kenvue Inc.
-1.56%
-$54,577.98 
V Visa Inc. Class A
-1.55%
-$15,895.9 
C Citigroup Inc.
-1.54%
-$21,574.35 
MA Mastercard Inc. Class A Common Stock
-1.52%
-$4,362.96 
KLAC KLA Corporation
-1.5%
-$3,729.6 
GEV GE Vernova Inc.
-1.5%
-$22,939.74 
JPM JPMorgan Chase & Co.
-1.47%
-$148,309.56 
COST Costco Wholesale Corp
-1.46%
-$13,520.13 
JNJ Johnson & Johnson
-1.42%
-$26,501.13 
MRK Merck & Co., Inc.
-1.34%
-$20,023.18 
XLF State Street Financial Select Sector SPDR ETF
-1.32%
-$4,369.5 
PFE Pfizer Inc.
-1.28%
-$30,338.49 
FBT First Trust NYSE Arca Biotechnology Index Fund
-1.26%
-$9,226.7 
SLV iShares Silver Trust
-1.26%
-$12,166.88 
ALKS Alkermes plc
-1.25%
-$3,135 
GOOGL Alphabet Inc
-1.24%
-$115,957.46 
MDT Medtronic plc
-1.22%
-$4,376.62 
RDVY First Trust Rising Dividend Achievers ETF
-1.22%
-$34,296.29 
VZ Verizon Communications Inc.
-1.2%
-$17,230.86 
THW abrdn World Healthcare Fund
-1.19%
-$5,954.25 
KHC The Kraft Heinz Company
-1.16%
-$3,011.36 
ITA iShares U.S. Aerospace & Defense ETF
-1.1%
-$2,736 
URI United Rentals Inc.
-1.09%
-$35,740.22 
GOOG Alphabet Inc
-1.08%
-$87,226.45 
IBRX ImmunityBio Inc.
-1.08%
-$10,966.5 
PBI Pitney Bowes Inc.
-1.08%
-$9,690 
SPXX Nuveen S&P 500 Dynamic Overwrite Fund
-1.07%
-$3,338.8 
CVS CVS Health Corporation Common Stock
-1.07%
-$6,487.23 
PPLT abrdn Physical Platinum Shares ETF
-1.06%
-$1,500 
EDOW First Trust Dow 30 Equal Weight ETF
-1.02%
-$3,070.03 
BAC Bank of America Corporation
-1.02%
-$10,762.48 
WMT Walmart Inc.
-1.02%
-$15,689.88 
ECAT BlackRock ESG Capital Allocation Term Trust
-0.98%
-$2,794.09 
SDY State Street SPDR S&P Dividend ETF
-0.96%
-$2,325.42 
META Meta Platforms Inc Class A
-0.96%
-$65,445.94 
AMZN Amazon.com Inc
-0.95%
-$151,965.38 
RWL Invesco S&P 500 Revenue ETF
-0.92%
-$2,531.25 
UTG Reaves Utility Income Fund
-0.91%
-$28,832.79 
MUJ BlackRock MuniHoldings New Jersey Quality Fund, Inc.
-0.89%
-$4,129.4 
BRK-B Berkshire Hathaway Inc.
-0.87%
-$25,544.32 
CSM ProShares Large Cap Core Plus ETF
-0.84%
-$2,339.79 
XHB SPDR S&P Homebuilders ETF
-0.83%
-$4,548.54 
VIG Vanguard Dividend Appreciation ETF
-0.82%
-$4,160 
MELI MercadoLibre Inc.
-0.81%
-$22,200.1 
KSS Kohl's Corporation Common Stock
-0.81%
-$2,000 
DGRO iShares Core Dividend Growth ETF
-0.8%
-$5,605.12 
FXU First Trust Utilities AlphaDEX Fund
-0.79%
-$2,621.24 
JEPI JPMorgan Equity Premium Income ETF
-0.77%
-$14,880.36 
BST BlackRock Science and Technology Trust
-0.77%
-$6,005.88 
ITAN Sparkline Intangible Value ETF
-0.76%
-$9,926 
WFC Wells Fargo & Company
-0.75%
-$1,627.51 
EXG Eaton Vance Tax-Managed Global Diversified Equity Income Fund
-0.74%
-$3,358.04 
BDJ BlackRock Enhanced Equity Dividend Trust
-0.73%
-$1,239.7 
CEG Constellation Energy Corporation
-0.69%
-$2,768.48 
CRM Salesforce, Inc.
-0.69%
-$2,244.57 
VYM Vanguard High Dividend Yield ETF
-0.68%
-$4,225.1 
IAU iShares Gold Trust
-0.67%
-$3,903.03 
DLN WisdomTree U.S. LargeCap Dividend Fund
-0.67%
-$1,387.57 
BX Blackstone Inc.
-0.66%
-$25,809.42 
SCYX SCYNEXIS, Inc. Common Stock
-0.66%
-$334.35 
VRT Vertiv Holdings Co Class A Common Stock
-0.65%
-$8,345.17 
MODL VictoryShares WestEnd U.S. Sector ETF
-0.65%
-$4,346.27 
GLD SPDR Gold Shares
-0.65%
-$5,590.21 
TSLA Tesla, Inc.
-0.63%
-$15,712.81 
ETV Eaton Vance Tax-Managed Buy-Write Opportunities Fund
-0.62%
-$3,314.52 
KEY KeyCorp
-0.61%
-$1,652.82 
VOE Vanguard Morningstar Mid-Cap Value ETF
-0.6%
-$2,097.9 
VPU Vanguard Utilities ETF
-0.6%
-$2,879.34 
BSTZ BlackRock Science and Technology Term Trust
-0.6%
-$1,395.04 
IJH iShares Core S&P Mid-Cap ETF
-0.59%
-$11,425.1 
NVDA NVIDIA Corporation
-0.59%
-$194,007.5 
GNRC Generac Holdings Inc.
-0.58%
-$6,033.5 
ARWR Arrowhead Pharmaceuticals, Inc.
-0.58%
-$50,048 
AB AllianceBernstein Holding L.P.
-0.57%
-$1,230 
IVE iShares S&P 500 Value ETF
-0.56%
-$8,118.9 
IVV iShares Core S&P 500 ETF
-0.54%
-$23,166.93 
IWV iShares Russell 3000 ETF
-0.53%
-$3,608.7 
VOO Vanguard S&P 500 ETF
-0.53%
-$13,983.48 
IVW iShares S&P 500 Growth ETF
-0.53%
-$1,473.12 
SPY State Street SPDR S&P 500 ETF Trust
-0.52%
-$4,141.67 
FBCG Fidelity Blue Chip Growth ETF
-0.52%
-$6,517.13 
FPX First Trust US Equity Opportunities ETF
-0.52%
-$1,140.48 
ETY Eaton Vance Tax-Managed Diversified Equity Income Fund
-0.51%
-$3,181.57 
VTI Vanguard Total Stock Market ETF
-0.5%
-$54,225.99 
FYEE Fidelity Yield Enhanced Equity ETF
-0.5%
-$8,045.55 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.5%
-$11,836.63 
IEFA iShares Core MSCI EAFE ETF
-0.49%
-$3,001.89 
DXCM DexCom Inc.
-0.48%
-$1,520 
AVGO Broadcom Inc.
-0.48%
-$20,737.08 
CVLC Calvert US-L-C Core Responsible Index Fund
-0.48%
-$1,226.25 
VST Vistra Corp.
-0.48%
-$2,278.67 
VUG Vanguard Morningstar Growth ETF
-0.47%
-$13,846.11 
IWB iShares Russell 1000 ETF
-0.46%
-$1,514.29 
UPS United Parcel Service, Inc. Class B Common Stock
-0.45%
-$1,163.81 
SPYI NEOS S&P 500 High Income ETF
-0.43%
-$1,478.21 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.41%
-$1,182.5 
TD Toronto-Dominion Bank
-0.41%
-$1,636.08 
ETJ Eaton Vance Risk-Managed Diversified Equity Income Fund
-0.38%
-$533.25 
SCHD Schwab U.S. Dividend Equity ETF
-0.37%
-$1,976.78 
FIW First Trust Water ETF
-0.36%
-$1,883.22 
PCT PureCycle Technologies Inc.
-0.36%
-$539 
FYC First Trust Small Cap Growth AlphaDEX Fund
-0.35%
-$1,254 
SCHG Schwab U.S. Large-Cap Growth ETF
-0.34%
-$1,771.68 
USA Liberty All Star Equity Fund
-0.34%
-$1,574.88 
DDD 3D Systems Corporation
-0.33%
-$1,130 
IJR iShares Core S&P Small-Cap ETF
-0.31%
-$2,915.83 
VEA Vanguard FTSE Developed Markets ETF
-0.3%
-$689.22 
PML PIMCO Municipal Income Fund II
-0.29%
-$300 
PTY PIMCO Corporate & Income Opportunity Fund
-0.28%
-$432.81 
VCIT Vanguard Intermediate-Term Corporate Bond ETF
-0.28%
-$1,204.06 
NBIS Nebius Group N.V. Class A Ordinary Shares
-0.27%
-$924.5 
SBCF Seacoast Banking Corporation of Florida
-0.27%
-$1,548 
ALAI Alger AI Enablers & Adopters ETF
-0.26%
-$1,053.36 
ALAB Astera Labs, Inc.
-0.26%
-$9,438 
FYX First Trust Small Cap Core AlphaDEX Fund
-0.25%
-$921.74 
GLW Corning Incorporated
-0.24%
-$1,837.5 
VXUS Vanguard Total International Stock ETF
-0.24%
-$1,571 
BND Vanguard Total Bond Market ETF
-0.22%
-$1,210.72 
LSCC Lattice Semiconductor Corporation
-0.22%
-$384.93 
GLP Global Partners LP Common Units
-0.18%
-$821.25 
IXUS iShares Core MSCI Total International Stock ETF
-0.18%
-$1,442.62 
FBTC Fidelity Wise Origin Bitcoin Fund
-0.18%
-$753.35 
CHI Calamos Convertible Opportunities and Income Fund
-0.18%
-$370.84 
SRLN State Street Blackstone Senior Loan ETF
-0.15%
-$582 
DKNG DraftKings Inc. Class A Common Stock
-0.14%
-$300 
AAPL Apple Inc.
-0.14%
-$38,137.88 
PFF iShares Preferred and Income Securities ETF
-0.14%
-$388 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.1%
-$800.96 
SHOP Shopify Inc.
-0.08%
-$256.75 
COPX Global X Copper Miners ETF
-0.06%
-$200.2 
ROBO ROBO Global Robotics and Automation Index ETF
-0.05%
-$149.6 
SHY iShares 1-3 Year Treasury Bond ETF
-0.03%
-$82.78 
LRCX Lam Research Corp.
-0.02%
-$58.63 
QQQ Invesco QQQ Trust, Series 1
-0.01%
-$196.49 
STT State Street Corporation Common Stock
-0.01%
-$47.54 Events
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Dividends
Dividend Analysis
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No Data
| Trades 3531 | Longs Won 2004/3531 56% | Profit Factor 2.42 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $680,894.55 |
| Average Win $111,819.15 | Best Trade (Oct 24) $24.41M | Sharpe Ratio -113.13 |
| Average Loss -$60,676.16 | Worst Trade (Nov 27) -$10.88M | Z-Score -4.28 (100%) |
| Commissions $0 | Avg. Trade Length 1y 10m 2w 1d | Expectancy $37,222.62 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.24% |
| Consecutive Losing Trades | 5,848 | 5,263 | 4,678 | 4,094 | 3,509 | 2,924 | 2,339 | 1,754 | 1,170 | 585 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 77,834 | $13.77M | $27.07M | - | $13.3M | 96.6% | -0.141% |
| AB AllianceBernstein Holding L.P. | 6,150 | $228,434.9 | $214,819.5 | - | -$13,615.4 | -5.96% | -0.569% |
| ABBV AbbVie Inc. | 10,665 | $1.59M | $3.05M | - | $1.46M | 91.63% | +0.158% |
| ABEO Abeona Therapeutics Inc. | 30,950 | $187,830 | $136,180 | - | -$51,650 | -27.5% | -1.566% |
| ABT Abbott Laboratories | 6,662 | $881,457.84 | $690,849.4 | - | -$190,608.44 | -21.62% | +1.161% |
| ADM Archer-Daniels-Midland Company | 6,300 | $302,463 | $504,882 | - | $202,419 | 66.92% | +0.376% |
| AKBA Akebia Therapeutics Inc. | 12,000 | $23,730 | $6,802.8 | - | -$16,927.2 | -71.33% | +0.836% |
| ALAB Astera Labs, Inc. | 14,300 | $1.57M | $3.68M | - | $2.11M | 134.64% | -0.256% |
| ALAI Alger AI Enablers & Adopters ETF | 9,576 | $303,950.37 | $403,628.4 | - | $99,678.03 | 32.79% | -0.26% |
| ALKS Alkermes plc | 5,700 | $273,999 | $248,691 | - | -$25,308 | -9.24% | -1.245% |
| ALT Altimmune, Inc. | 125,950 | $511,740.5 | $267,014 | - | -$244,726.5 | -47.82% | -2.304% |
| AMAT Applied Materials Inc. | 2,643 | $483,854.01 | $997,045.29 | - | $513,191.28 | 106.06% | +0.442% |
| AMD Advanced Micro Devices Inc. | 2,366 | $506,702.56 | $1.22M | - | $716,022.53 | 141.31% | +1.744% |
| AMGN Amgen Inc. Common Stock | 2,911 | $692,027.54 | $1.28M | - | $586,658.32 | 84.77% | -1.793% |
| AMLP Alerian MLP ETF | 10,858 | $453,466.57 | $576,994.12 | - | $123,527.55 | 27.24% | +1.47% |
| AMT American Tower Corporation | 1,627 | $448,617.3 | $307,454.19 | - | -$141,163.11 | -31.47% | +4.076% |
| AMZN Amazon.com Inc | 63,851 | $10.68M | $15.84M | - | $5.16M | 48.3% | -0.951% |
| ANET Arista Networks Inc. | 1,075 | $218,859.25 | $185,297.75 | - | -$33,561.5 | -15.33% | +0.76% |
| ANGO AngioDynamics Inc. | 20,750 | $289,293 | $256,573.75 | - | -$32,719.25 | -11.31% | +2.87% |
| ARWR Arrowhead Pharmaceuticals, Inc. | 147,200 | $8.24M | $8.54M | - | $303,829.45 | 3.69% | -0.583% |
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FAQ
Which stocks have generated the highest profits for William Liberti?
The largest contributions to the portfolio's profits come from the following stocks: Avadel Pharmaceuticals plc - $41.14M, NVIDIA Corporation - $9.05M, Marathon Petroleum Corp - $1.27M, ExxonMobil Holdings Corporation - $1.22M, and Micron Technology Inc - $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: Seelos Therapeutics Inc - $21.92M, 3D Systems Corporation - $4.61M, SCYNEXIS, Inc. Common Stock - $4.11M, The Trade Desk, Inc. Class A Common Stock - $3.58M, and Roku, Inc. Class A Common Stock - $3.57M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does William Liberti's portfolio generate?
The portfolio generates substantial dividend income, with a total of $18.1M earned over time. The largest contributors to dividend income include Global X Nasdaq 100 Covered Call ETF - $771,345.99, JPMorgan Chase & Co - $742,789.45, Blackstone Inc - $592,185.92, JPMorgan Equity Premium Income ETF - $581,011.3, and JPMorgan Nasdaq Equity Premium Income ETF - $578,163.4. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are William Liberti's monthly returns?
William Liberti'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 William Liberti's strategy be considered aggressive or moderate?
William Liberti'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 William Liberti's strategy?
William Liberti's strategy is unlikely to be suitable for beginners. The portfolio shows signs of high risk, significant volatility, or structural complexity, which can make it difficult to follow and potentially stressful for less experienced users. This type of approach is generally better suited to more advanced investors.
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