WL
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:
64.92%
Gain +1.85%
Monthly
0.5%
Yearly
6.14%
Drawdown
28.92%
$308.34M
Equity
Holdings
$308.34M
Investment
$178.21M
$113.35M
Profit +$7.22M
Realized
-$16.77M
Unrealized
$130.13M
Dividends
$16.03M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
1.85%
Profit
$7.22M
Win %
78%
This Week
Compared To Last Week
Gain
-1.59%
Profit
-$4.98M
Win %
78%
This Month
Compared to last month
Gain
-1.93%
Profit
-$6.07M
Win %
78%
This Year
Compared to last year
Gain
15.99%
Profit
$42.5M
Win %
78%
KLAC KLA Corporation
+12.99%
+$46,599.84 
LRCX Lam Research Corporation
+12.77%
+$62,472 
MU Micron Technology, Inc.
+11.51%
+$1.99M 
AMAT Applied Materials, Inc.
+11.4%
+$153,548.57 
SATS EchoStar Corporation Class A Common Stock
+11.17%
+$46,331.64 
ACLS Axcelis Technologies, Inc.
+9.87%
+$56,692.61 
KSS Kohl's Corporation
+9.86%
+$15,650 
ASML ASML Holding N.V. New York Registry Shares
+9.69%
+$64,668.47 
QXO Qxo Inc.
+9.63%
+$21,568.75 
IRDM Iridium Communications Inc.
+9.44%
+$43,063 
INTC Intel Corporation
+9.4%
+$196,471.78 
LPTH Lightpath Technologies Inc.
+9.31%
+$160,265 
AMD Advanced Micro Devices, Inc.
+8.14%
+$107,933.68 
WDC Western Digital Corporation
+7.92%
+$89,332.01 
GNRC Generac Holdings Inc.
+7.8%
+$106,250.04 
DAL Delta Air Lines, Inc.
+7.15%
+$56,477.75 
HOOD Robinhood Markets, Inc.
+6.75%
+$18,014.7 
STX Seagate Technology Holdings plc
+6.55%
+$82,801.02 
AUTL Autolus Therapeutics plc American Depositary Receipt
+6.42%
+$950 
HON Honeywell International Inc.
+6.36%
+$16,990.7 
CLS Celestica Inc.
+6.28%
+$46,129.48 
PANW Palo Alto Networks, Inc.
+6.27%
+$19,222.5 
VRT Vertiv Holdings Co
+5.97%
+$114,856.95 
DELL Dell Technologies Inc.
+5.9%
+$41,268.17 
BA Boeing Company
+5.81%
+$137,987.55 
SLV iShares Silver Trust
+5.68%
+$59,536.22 
VST Vistra Corp
+5.46%
+$43,711.98 
AMGN Amgen Inc.
+4.91%
+$45,578.39 
GEV GE Vernova Inc.
+4.73%
+$66,969.29 
CAT Caterpillar Inc.
+4.67%
+$121,259.43 
TSLA Tesla, Inc.
+4.61%
+$129,300.9 
LMT Lockheed Martin Corporation
+4.43%
+$12,524.63 
BSTZ BlackRock Science and Technology Term Trust
+4.32%
+$38,607.5 
FPX First Trust US Equity Opportunities ETF
+4.29%
+$10,115.28 
GE General Electric Company
+4.19%
+$40,776.65 
XHB SPDR S&P Homebuilders ETF
+4.07%
+$24,434.84 
CMI Cummins Inc.
+4%
+$12,887.41 
ROBO ROBO Global Robotics & Automation Index ETF
+3.81%
+$9,332.4 
DDD 3D Systems Corporation
+3.81%
+$10,284.12 
RTX RTX Corporation
+3.76%
+$31,018.72 
AVGO Broadcom Inc.
+3.64%
+$191,672.1 
FYC First Trust Small Cap Growth Fund
+3.48%
+$10,072.5 
JMIA Jumia Technologies AG
+3.47%
+$14,054.4 
C Citigroup Inc.
+3.42%
+$54,628.8 
QQQ Invesco QQQ Trust, Series 1
+3.41%
+$65,991.96 
IXUS iShares Core International Stock ETF
+3.41%
+$25,111.11 
VGT Vanguard Information Technology ETF
+3.38%
+$32,710.4 
IYW iShares U.S. Technology ETF
+3.37%
+$9,528.01 
IBRX ImmunityBio, Inc.
+3.37%
+$21,855 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+3.32%
+$21,577.5 
PPLT abrdn Physical Platinum Shares ETF
+3.24%
+$9,800 
GLUE Monte Rosa Therapeutics, Inc.
+3.24%
+$5,402.97 
GS The Goldman Sachs Group, Inc.
+3.24%
+$21,753.83 
ARKK ARK Innovation ETF Fund
+3.23%
+$6,827.47 
GLD SPDR Gold Shares
+3.17%
+$17,496.39 
TGTX TG Therapeutics, Inc.
+3.11%
+$17,400 
AKBA Akebia Therapeutics Inc.
+3.09%
+$432 
MS Morgan Stanley
+2.91%
+$30,500.75 
FBTC Fidelity Wise Origin Bitcoin Index Fund
+2.75%
+$13,209 
RDVY First Trust Rising Dividend Achievers ETF
+2.74%
+$73,338.03 
CIBR First Trust NASDAQ Cybersecurity ETF
+2.7%
+$10,491.75 
BST BlackRock Science and Technology Trust
+2.66%
+$20,314.8 
FBCG Fidelity Blue Chip Growth Fund
+2.62%
+$26,653.8 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+2.57%
+$50,053.57 
CSCO Cisco Systems, Inc.
+2.56%
+$9,892.16 
IJH iShares Core S&P Mid-Cap ETF
+2.52%
+$42,026.7 
HD The Home Depot, Inc.
+2.5%
+$20,052.49 
ALAI Alger AI Enablers & Adopters ETF
+2.49%
+$9,822.8 
IJR iShares Core S&P Small-Cap ETF
+2.43%
+$20,860.94 
BMY Bristol-Myers Squibb Company
+2.41%
+$21,004.5 
NVDA NVIDIA Corporation
+2.33%
+$739,304.54 
CVS CVS Health Corporation
+2.32%
+$13,104.02 
PFE Pfizer Inc.
+2.29%
+$42,187.86 
FYX First Trust Small Cap Core AlphaDEX Fund
+2.27%
+$8,309.67 
LLY Eli Lilly and Company
+2.27%
+$21,079.86 
SSUS Day Hagan/Ned Davis Research Smart Sector ETF
+2.2%
+$5,369.13 
CSX CSX Corporation
+2.17%
+$7,401.82 
SHOP Shopify Inc.
+2.08%
+$3,825 
FBT First Trust NYSE Arca Biotechnology Index Fund
+2%
+$11,503.25 
QYLD Global X Nasdaq 100 Covered Call ETF
+1.96%
+$21,387.93 
DIS The Walt Disney Company
+1.92%
+$5,220.73 
EXG Eaton Vance Tax-Managed Global Diversified Equity Income Fund
+1.92%
+$8,652.06 
ITAN Sparkline Intangible Value ETF
+1.91%
+$17,637.49 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+1.9%
+$44,548.02 
VUG Vanguard Growth ETF
+1.89%
+$51,694.44 
VTI VANGUARD TOTAL STOCK MKT ETF
+1.89%
+$185,381.75 
MELI MercadoLibre, Inc.
+1.86%
+$7,493.85 
AOA iShares Core Aggressive Allocation ETF
+1.86%
+$6,535.8 
IWV ISHARES RUSSELL 3000 ETF
+1.8%
+$11,681.22 
SPY SPDR S&P 500 ETF Trust
+1.8%
+$14,183.17 
IWB iShares Russell 1000 ETF
+1.78%
+$5,118.85 
IVV iShares Core S&P 500 ETF
+1.77%
+$55,203.25 
VOO Vanguard S&P 500 ETF
+1.77%
+$47,015.66 
DOCN DigitalOcean Holdings Inc.
+1.73%
+$134,392.5 
BX Blackstone Inc.
+1.73%
+$49,386.55 
CEG Constellation Energy Corporation
+1.72%
+$8,619.39 
SCYX Scynexis, Inc.
+1.69%
+$800.62 
MODL VictoryShares WestEnd U.S. Sector ETF
+1.67%
+$10,682.96 
CHI Calamos Convertible Opportunities and Income Fund
+1.61%
+$3,816 
SCHG Schwab U.S. Large-Cap Growth ETF
+1.6%
+$6,991.95 
KEY KeyCorp
+1.59%
+$4,799.9 
CSM ProShares Large Cap Core Plus
+1.56%
+$4,154.29 
AMZN Amazon.com Inc
+1.54%
+$226,726.02 
JPM JPMorgan Chase & Co.
+1.53%
+$139,875.26 
EDOW First Trust Dow 30 Equal Weight ETF
+1.52%
+$4,565.84 
STT State Street Corp
+1.46%
+$13,079.67 
MRK Merck & Co., Inc.
+1.44%
+$16,781.98 
AAPL Apple Inc.
+1.41%
+$336,502.96 
SBCF Seacoast Banking Corporation of Florida
+1.41%
+$7,525.5 
GLP Global Partners L.P.
+1.33%
+$5,850 
VIG Vanguard Dividend Appreciation ETF
+1.28%
+$4,395.59 
PBI Pitney Bowes Inc.
+1.27%
+$13,115 
RWL Invesco S&P 500 Revenue ETF
+1.27%
+$3,250.12 
UTG Reaves Utility Income Fund
+1.26%
+$38,555 
FSLY Fastly, Inc.
+1.26%
+$4,735.48 
FIW First Trust Water ETF
+1.25%
+$5,660.44 
THW abrdn World Healthcare Fund
+1.23%
+$4,545 
VYM Vanguard High Dividend Yield ETF
+1.22%
+$7,388.07 
VOE Vanguard Mid-Cap Value ETF
+1.22%
+$3,819.47 
EOS Eaton Vance Enhanced Equity Income Fund II
+1.17%
+$2,295 
TSCO Tractor Supply Company
+1.15%
+$1,979.12 
ETY Eaton Vance Tax-Managed Diversified Equity Income Fund
+1.15%
+$7,485.56 
GEHC GE HealthCare Technologies Inc.
+1.15%
+$1,937.46 
INDI Indie Semiconductor, Inc.
+1.14%
+$909 
URI United Rentals, Inc.
+1.12%
+$32,610.65 
IVE ISHARES S&P 500 VALUE ETF
+1.12%
+$15,150.3 
STXS Stereotaxis Inc.
+1.1%
+$1,381.2 
BAC Bank of America Corporation
+1.07%
+$12,233.52 
IBM International Business Machines Corporation
+1.05%
+$33,948.32 
ZENA ZenaTech, Inc.
+0.98%
+$720 
MCD McDonald's Corporation
+0.98%
+$2,064.49 
JEPI JPMorgan Equity Premium Income Fund
+0.97%
+$16,909.21 
DXCM DexCom, Inc.
+0.96%
+$2,880 
DGRO iShares Core Dividend Growth ETF
+0.91%
+$5,754.84 
SDY SPDR S&P Dividend ETF
+0.88%
+$1,985.65 
SCHD Schwab U.S. Dividend Equity ETF
+0.87%
+$3,795.68 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
+0.84%
+$2,405.49 
PFF iShares Preferred and Income Securities ETF
+0.81%
+$2,067 
GOOG Alphabet Inc
+0.76%
+$18,310.76 
ETV Eaton Vance Tax-Managed Buy-Write Opportunities Fund
+0.75%
+$4,020.39 
RNP Cohen & Steers REIT and Preferred and Income Fund Inc.
+0.73%
+$1,695 
XLF Financial Select Sector SPDR Fund
+0.73%
+$2,253.4 
BLK BlackRock, Inc.
+0.7%
+$2,718.72 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
+0.67%
+$3,062.9 
BND Vanguard Total Bond Market Index Fund
+0.57%
+$3,737.49 
WY Weyerhaeuser Company
+0.52%
+$2,187.5 
ABT Abbott Laboratories
+0.51%
+$2,695.42 
ZTS Zoetis Inc.
+0.41%
+$550.11 
VZ Verizon Communications Inc.
+0.41%
+$6,748.23 
PCYO Pure Cycle Corporation
+0.38%
+$840 
GOOGL Alphabet Inc
+0.35%
+$36,332.5 
ETJ Eaton Vance Risk-Managed Diversified Equity Income Fund
+0.3%
+$378.75 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.27%
+$2,175.8 
SKYY First Trust Cloud Computing ETF
+0.21%
+$563.64 
SHY iShares 1-3 Year Treasury Bond ETF
+0.18%
+$534.76 
TRV The Travelers Companies, Inc.
+0.15%
+$572.89 
LMBS First Trust Low Duration Opportunities ETF
+0.15%
+$704.55 
BRK-B Berkshire Hathaway Inc.
+0.12%
+$3,076.9 
VPU Vanguard Utilities ETF
+0.09%
+$429.66 
KVUE Kenvue Inc.
+0.08%
+$1,634.57 
MUJ BlackRock MuniHoldings New Jersey Quality Fund, Inc.
+0.08%
+$407.94 
BEAM Beam Therapeutics Inc.
+0.07%
+$192 
TJX The TJX Companies, Inc.
+0.07%
+$257.18 
ABBV AbbVie Inc.
+0.06%
+$1,400.56 
FTMA Franklin Massachusetts Municipal Income ETF
+0.06%
+$181.08 
SUB iShares Short-Term National Muni Bond ETF
+0.05%
+$126.06 
EMLP First Trust North American Energy Infrastructure Fund
+0.05%
+$287.74 
JNJ Johnson & Johnson
+0.05%
+$719.66 
ALT
0%
$0 
ARWR
0%
$0 
AVDL Avadel Pharmaceuticals plc
0%
$0 
CATX Perspective Therapeutics Inc.
0%
$0 
ENVXW Enovix Corporation Warrant, exercisable for one Enovix Corporation common share at $8.75 per share, expiring October 1, 2026
0%
$0 
FYEE
0%
$0 
NXJ Nuveen New Jersey Quality Municipal Income Fund
0%
$0 
STKL SunOpta Inc.
0%
$0 
TDBKF Toronto Dominion Bank (ON)
0%
$0 
HUMA Humacyte, Inc.
-20.15%
-$41,328.09 
PCT PureCycle Technologies Inc.
-9.96%
-$45,704 
ORCL Oracle Corporation
-8.32%
-$65,202.26 
DVN Devon Energy Corporation
-4.18%
-$62,692.5 
ADM Archer-Daniels-Midland Co
-2.82%
-$14,427 
XOM Exxon Mobil Corporation
-2.71%
-$49,559.22 
MO Altria Group, Inc.
-2.34%
-$14,411.88 
CRM Salesforce Inc
-2.24%
-$4,237.68 
DOW Dow Inc.
-2.18%
-$8,271.74 
CVX Chevron Corporation
-2.08%
-$60,396.26 
XLE Energy Select Sector SPDR Fund
-1.99%
-$20,016.96 
TTD The Trade Desk, Inc. Class A
-1.89%
-$10,530.25 
MSFT Microsoft Corp.
-1.81%
-$118,814.58 
AMT American Tower Corporation
-1.48%
-$4,933.08 
DHR Danaher Corporation
-1.32%
-$5,603.58 
FXN First Trust Energy AlphaDEX Fund
-1.32%
-$2,992.5 
EPD Enterprise Products Partners L.P.
-1.31%
-$5,296.5 
V Visa Inc. Class A
-1.13%
-$11,687.27 
CHD Church & Dwight Co., Inc.
-1.07%
-$3,161.55 
BGR BlackRock Energy & Resources Trust
-1.06%
-$2,550 
ET Energy Transfer L.P.
-1.02%
-$2,693.74 
ESTC Elastic N.V.
-1.02%
-$14,540.24 
XAIR Beyond Air, Inc.
-1%
-$120.38 
LNG Cheniere Energy Inc.
-0.94%
-$11,740.44 
NFLX Netflix, Inc.
-0.89%
-$3,978.5 
AMLP Alerian MLP ETF
-0.78%
-$3,265.65 
COST Costco Wholesale Corporation
-0.75%
-$6,376.32 
MA Mastercard Incorporated
-0.5%
-$1,088.63 
T AT&T Inc.
-0.49%
-$2,692.15 
UNH UnitedHealth Group Incorporated
-0.44%
-$9,014.39 
PG Procter & Gamble Co
-0.4%
-$4,974.02 
META Meta Platforms Inc Class A
-0.4%
-$25,201.23 
PEP PepsiCo, Inc.
-0.37%
-$779.23 
S SentinelOne Inc.
-0.37%
-$2,062.5 
XLP Consumer Staples Select Sector SPDR Fund
-0.24%
-$788.84 
FXU First Trust Utilities AlphaDEX Fund
-0.22%
-$724.29 
MSI Motorola Solutions, Inc.
-0.2%
-$539.51 
WMT Walmart Inc.
-0.12%
-$1,737.39 
NEE NextEra Energy, Inc.
-0.09%
-$985.58 
VNQ Vanguard Real Estate ETF
-0.03%
-$131.45 Events
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Dividends
Dividend Analysis
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| Trades 2967 | Longs Won 1663/2967 56% | Profit Factor 3.03 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $553,448.68 |
| Average Win $101,797.82 | Best Trade (Jun 11) $24.22M | Sharpe Ratio -14.22 |
| Average Loss -$42,897.66 | Worst Trade (Dec 31) -$3.01M | Z-Score 6.7 (100%) |
| Commissions $0 | Avg. Trade Length 1y 10m 2w | Expectancy $38,203.99 |
| 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% | 0.03% |
| Consecutive Losing Trades | 7,194 | 6,475 | 5,755 | 5,036 | 4,317 | 3,597 | 2,878 | 2,158 | 1,439 | 719 |
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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