Gregg Zeoli Portfolio
Invests via Empire Financial Management Company LLC | Managed by Gregg Zeoli
Invests via Empire Financial Management Company LLC
Managed by Gregg Zeoli
Automatically Tracked
Gregg Zeoli Profile
With a background steeped in finance and investment management, Gregg Zeoli is recognized for his role as an entrepreneurial founder. His career trajectory showcases significant contributions to capital deployment strategies across various sectors. Previously serving in pivotal positions within notable investment firms, he has leveraged his expertise to identify transformative growth opportunities. In addition to leading successful ventures, he actively engages in mentorship for emerging entrepreneurs, fostering innovation within the ecosystem. Through his extensive network and operational insights, he plays a vital part in enhancing business dynamics and driving profitability.
With a background steeped in finance and investment management, Gregg Zeoli is recognized for his role as an entrepreneurial founder. His career trajectory showcases significant contributions to capital deployment strategies across various sectors. Previously serving in pivotal positions within notable investment firms, he has leveraged his expertise to identify transformative growth opportunities. In addition to leading successful ventures, he actively engages in mentorship for emerging entrepreneurs, fostering innovation within the ecosystem. Through his extensive network and operational insights, he plays a vital part in enhancing business dynamics and driving profitability.
Investment Philosophy & Strategy
The evolving landscape of investment opportunities serves as a foundation for strategic engagement. Gregg Zeoli, with his entrepreneurial acumen, pursues a focus on scalable businesses that demonstrate robust growth potential. His approach is characterized by a penchant for identifying disruptive trends and the dynamics shaping emerging markets. By fostering relationships within his expansive network, he actively seeks to deploy capital in ventures capable of not only achieving operational excellence but also redefining industry standards. This forward-thinking mentality positions him to champion innovative solutions while empowering fellow entrepreneurs through mentorship.
The evolving landscape of investment opportunities serves as a foundation for strategic engagement. Gregg Zeoli, with his entrepreneurial acumen, pursues a focus on scalable businesses that demonstrate robust growth potential. His approach is characterized by a penchant for identifying disruptive trends and the dynamics shaping emerging markets. By fostering relationships within his expansive network, he actively seeks to deploy capital in ventures capable of not only achieving operational excellence but also redefining industry standards. This forward-thinking mentality positions him to champion innovative solutions while empowering fellow entrepreneurs through mentorship.
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:
52.61%
Gain +0.55%
Monthly
1.23%
Yearly
15.8%
Drawdown
15.69%
$478.08M
Equity
Holdings
$478.08M
Investment
$355.08M
$145.81M
Profit +$1.22M
Realized
$22.81M
Unrealized
$123M
Dividends
$25.13M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.55%
Profit
$1.22M
Win %
74%
This Week
Compared To Last Week
Gain
0.21%
Profit
$1M
Win %
74%
This Month
Compared to last month
Gain
1.25%
Profit
$5.88M
Win %
74%
This Year
Compared to last year
Gain
8.14%
Profit
$36M
Win %
73%
MU Micron Technology, Inc.
+8.32%
+$86,399.98 
GLW Corning Incorporated
+5.61%
+$43,602.79 
AMD Advanced Micro Devices, Inc.
+5.21%
+$529,696.24 
SLV iShares Silver Trust
+4.56%
+$51,152.32 
GM General Motors Company
+4%
+$9,105 
NVS Novartis AG Sponsored ADR
+3.62%
+$86,703.74 
GOAU U.S. Global GO GOLD and Precious Metal Miners ETF
+3.45%
+$53,898.44 
LIFE Ethos Technologies Inc.
+3.16%
+$59,962.5 
VRT Vertiv Holdings Co
+3.16%
+$12,972.53 
MTUM iShares MSCI USA Momentum Factor ETF
+3.14%
+$16,416 
ORCL Oracle Corporation
+3.03%
+$44,303.52 
QTRX Quanterix Corporation
+2.82%
+$80,967.48 
FIX Comfort Systems USA, Inc.
+2.62%
+$6,742.49 
Q Qnity Electronics Inc.
+2.59%
+$19,132.66 
C Citigroup Inc.
+2.56%
+$7,550.55 
VNDA Vanda Pharmaceuticals Inc.
+2.53%
+$124,041.95 
XLK State Street Technology Select Sector SPDR ETF
+2.34%
+$33,607.07 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
+2.24%
+$35,928.56 
CMI Cummins Inc.
+2.14%
+$28,808.96 
CEG Constellation Energy Corporation
+2.13%
+$92,522.79 
MS Morgan Stanley
+1.97%
+$27,730.57 
AVGO Broadcom Inc.
+1.77%
+$92,868.7 
HON Honeywell International Inc.
+1.72%
+$92,403.03 
AVDV Avantis International Small Cap Value ETF
+1.67%
+$102,766.7 
DD DuPont de Nemours, Inc.
+1.67%
+$8,264.83 
GS The Goldman Sachs Group, Inc.
+1.64%
+$64,618.12 
XBI SPDR S&P Biotech ETF
+1.59%
+$45,995.62 
PHYS Sprott Physical Gold Trust
+1.57%
+$78,615.82 
XOM Exxon Mobil Corporation
+1.54%
+$36,704.12 
IQDF FlexShares International Quality Dividend Index Fund
+1.54%
+$6,151.95 
GLD SPDR Gold Shares
+1.52%
+$3,790.99 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+1.51%
+$57,830.32 
NU Nu Holdings Ltd.
+1.5%
+$20,291.67 
EQIX Equinix, Inc.
+1.38%
+$2,980.72 
COWG Pacer U.S. Large Cap Cash Cows Growth ETF
+1.24%
+$16,781.85 
LLY Eli Lilly and Company
+1.23%
+$174,278.96 
EMR Emerson Electric Co.
+1.22%
+$23,165.3 
GSK GSK plc Sponsored ADR
+1.21%
+$4,968.26 
IWF iShares Russell 1000 Growth ETF
+1.2%
+$6,658.08 
AZN AstraZeneca PLC American Depositary Shares
+1.19%
+$11,760 
QCOM QUALCOMM Incorporated
+1.15%
+$32,085.3 
AVDE Avantis International Equity ETF
+1.15%
+$8,070.27 
BP BP p.l.c. Sponsored ADR
+1.14%
+$3,809.76 
PSX Phillips 66
+1.1%
+$9,792.04 
JPM JPMorgan Chase & Co.
+1.08%
+$144,014.47 
CVS CVS Health Corporation
+1.07%
+$8,833.44 
ETN Eaton Corporation plc
+1.07%
+$6,722.43 
NVDA NVIDIA Corporation
+1.06%
+$41,710 
ROE Astoria U.S. Equity Weighted Quality Kings ETF
+1%
+$3,452.39 
HGER Harbor Commodity All-Weather Fund
+0.99%
+$48,023.01 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
+0.97%
+$10,216.8 
DPZ Domino's Pizza Inc.
+0.97%
+$16,801.73 
CSCO Cisco Systems, Inc.
+0.97%
+$4,406.26 
DFIC Dimensional International Core Equity Market ETF
+0.94%
+$2,310.35 
DBMF iMGP DBi Managed Futures Strategy ETF
+0.94%
+$61,992.72 
RTX RTX Corporation
+0.91%
+$78,145.5 
BAC Bank of America Corporation
+0.9%
+$69,844.48 
ESG FlexShares STOXX US ESG Select Fund
+0.88%
+$2,314.91 
COP ConocoPhillips
+0.84%
+$26,813.47 
ABBV AbbVie Inc.
+0.83%
+$62,032.25 
TEVA Teva Pharmaceutical Industries Ltd. ADR
+0.82%
+$4,590 
DIHP Dimensional International High Profitability Portfolio
+0.82%
+$6,617.32 
NDIA Global X India Active ETF
+0.81%
+$11,268.79 
BWXT Bwx Technologies Inc.
+0.78%
+$2,346.96 
VUG Vanguard Growth ETF
+0.77%
+$5,936.04 
MOOD Relative Sentiment Tactical Allocation Fund
+0.77%
+$3,381.3 
MRK Merck & Co., Inc.
+0.7%
+$34,765.2 
TXUE Thornburg International Equity ETF
+0.69%
+$1,917.6 
GEV GE Vernova Inc.
+0.68%
+$10,664.95 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.64%
+$17,369.82 
IVV iShares Core S&P 500 ETF
+0.64%
+$2,028.25 
AMGN Amgen Inc.
+0.62%
+$23,621.52 
SPY SPDR S&P 500 ETF Trust
+0.61%
+$10,930.43 
SCHW Charles Schwab Corporation
+0.6%
+$3,100 
BX Blackstone Inc.
+0.6%
+$4,609.31 
JNJ Johnson & Johnson
+0.6%
+$22,246.35 
IWV ISHARES RUSSELL 3000 ETF
+0.59%
+$1,591.34 
JHSC John Hancock Multifactor Small Cap ETF
+0.57%
+$22,515.9 
DUHP Dimensional US High Profitability ETF
+0.57%
+$4,913.61 
T AT&T Inc.
+0.57%
+$5,124.5 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.56%
+$5,817.28 
ICOW Pacer Developed Markets International ETF
+0.55%
+$1,356.06 
QDPL Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
+0.53%
+$30,590.4 
HEGD Swan Hedged Equity US Large Cap Fund
+0.53%
+$1,558.62 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
+0.52%
+$3,920.52 
AVUV Avantis U.S. Small Cap Value ETF
+0.46%
+$1,472 
LYFT Lyft Inc.
+0.45%
+$6,055 
QDF FlexShares Quality Dividend Index Fund
+0.45%
+$1,261.58 
PFE Pfizer Inc.
+0.44%
+$6,361.41 
AZO AutoZone Inc.
+0.44%
+$8,012.4 
IDV iShares International Select Dividend ETF
+0.41%
+$850.85 
XLE Energy Select Sector SPDR Fund
+0.36%
+$2,744.7 
GD General Dynamics Corporation
+0.29%
+$4,087.11 
JEPI JPMorgan Equity Premium Income Fund
+0.26%
+$9,746.32 
CAH Cardinal Health Inc.
+0.23%
+$3,206.84 
AAPL Apple Inc.
+0.23%
+$40,614.9 
CVX Chevron Corporation
+0.19%
+$8,708.88 
GE General Electric Company
+0.17%
+$3,171.97 
XLV Health Care Select Sector SPDR Fund
+0.16%
+$691.86 
BMY Bristol-Myers Squibb Company
+0.15%
+$557.1 
AVRE Avantis Real Estate ETF
+0.14%
+$1,897.84 
J Jacobs Solutions Inc.
+0.14%
+$2,898.56 
REGN Regeneron Pharmaceuticals, Inc.
+0.12%
+$1,424.24 
JPIN JPMorgan Diversified Return International Equity ETF
+0.11%
+$544.12 
GCOW Pacer Global Cash Cows Dividend ETF
+0.09%
+$4,461.88 
JHPI John Hancock Preferred Income ETF
+0.09%
+$301.92 
JPUS JPMorgan Diversified Return U.S. Equity ETF
+0.07%
+$452.99 
META Meta Platforms Inc Class A
+0.07%
+$452.36 
SCHD Schwab U.S. Dividend Equity ETF
+0.05%
+$169.52 
DGRO iShares Core Dividend Growth ETF
+0.05%
+$218.12 
CSHI Neos Enhanced Income Cash Alternative ETF
+0.04%
+$289.96 
BA Boeing Company
+0.03%
+$2,751.36 
IWD iShares Russell 1000 Value ETF
+0.02%
+$213.68 
WRB W.R. Berkley Corporation
+0.02%
+$354.06 
BINC iShares Flexible Income Active ETF
+0.01%
+$139.54 
CLOA iShares AAA CLO ETF
+0.01%
+$50.73 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
SBUX Starbucks Corporation
0%
$0 
TLSI TriSalus Life Sciences Inc.
0%
$0 
HAL Halliburton Company
-6.44%
-$182,393.3 
PANW Palo Alto Networks, Inc.
-2.8%
-$106,300.24 
NOC Northrop Grumman Corporation
-2.52%
-$13,180 
ZG Zillow Group, Inc.
-2.48%
-$16,626 
BUG Global X Cybersecurity ETF
-2.45%
-$9,955.44 
BR Broadridge Financial Solutions, Inc.
-2.27%
-$5,521.6 
LNT Alliant Energy Corporation
-1.97%
-$13,095 
CL Colgate-Palmolive Company
-1.85%
-$23,048.19 
TMO Thermo Fisher Scientific Inc.
-1.83%
-$31,078.68 
MELI MercadoLibre, Inc.
-1.7%
-$6,111.29 
MTG MGIC Investment Corporation
-1.57%
-$9,326.5 
SLM SLM Corporation
-1.54%
-$3,930.03 
GILD Gilead Sciences Inc.
-1.5%
-$6,000.03 
WMB The Williams Companies, Inc.
-1.44%
-$3,319.14 
EW Edwards Lifesciences Corporation
-1.42%
-$3,615 
CME CME Group Inc.
-1.41%
-$14,945.4 
KEY KeyCorp
-1.37%
-$8,328.32 
WMT Walmart Inc.
-1.34%
-$13,345.5 
ADP Automatic Data Processing Inc.
-1.32%
-$44,044.91 
PG Procter & Gamble Co
-1.3%
-$41,950.56 
EBAY eBay Inc.
-1.29%
-$4,453.02 
RIGL Rigel Pharmaceuticals, Inc.
-1.29%
-$23,267.84 
PEG Public Service Enterprise Group Incorporated
-1.28%
-$41,208.92 
UL Unilever PLC Sponsored American Depositary Receipt
-1.27%
-$5,561.6 
CRM Salesforce Inc
-1.27%
-$52,414.76 
KMI Kinder Morgan, Inc.
-1.26%
-$36,982 
ED Consolidated Edison, Inc.
-1.21%
-$18,954.34 
SRE Sempra
-1.17%
-$3,650.64 
BDX Becton, Dickinson and Company
-1.16%
-$6,452.95 
SO The Southern Company
-1.14%
-$14,760.36 
MCD McDonald's Corporation
-1.13%
-$9,769.73 
PNW Pinnacle West Capital Corporation
-1.12%
-$2,601.34 
YUM Yum! Brands, Inc.
-1.12%
-$6,594.81 
KRMD Koru Medical Systems Inc.
-1.11%
-$31,641.26 
HD The Home Depot, Inc.
-1.1%
-$51,723.25 
GOOGL Alphabet Inc
-1.09%
-$97,753.9 
MDLZ Mondelez International, Inc.
-1.08%
-$5,642.65 
GOOG Alphabet Inc
-1.06%
-$6,687.12 
AEP American Electric Power Company, Inc.
-1.06%
-$10,390.25 
V Visa Inc. Class A
-1.06%
-$23,721.12 
MDT Medtronic plc
-0.97%
-$27,567.54 
COST Costco Wholesale Corporation
-0.96%
-$6,941.54 
PAYX Paychex Inc.
-0.95%
-$19,046.5 
LMT Lockheed Martin Corporation
-0.95%
-$7,625.36 
TRV The Travelers Companies, Inc.
-0.94%
-$44,426.41 
IBM International Business Machines Corporation
-0.92%
-$51,031.05 
AMZN Amazon.com Inc
-0.91%
-$132,482.32 
DUK Duke Energy Corporation
-0.87%
-$33,411.77 
MKC McCormick & Company, Incorporated
-0.82%
-$12,122.56 
EXC Exelon Corporation
-0.81%
-$20,979.37 
ETR Entergy Corporation
-0.8%
-$1,607.34 
PPL PPL Corporation
-0.79%
-$3,005.52 
CSX CSX Corporation
-0.76%
-$7,419.88 
MPLX MPLX LP
-0.69%
-$23,802.67 
HSY The Hershey Company
-0.64%
-$18,028.6 
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF
-0.57%
-$1,380.12 
AIG American International Group Inc.
-0.55%
-$4,272.84 
CYRX Cryoport Inc.
-0.54%
-$42,718.87 
MSFT Microsoft Corp.
-0.54%
-$54,845.05 
UBER Uber Technologies, Inc.
-0.54%
-$9,552.66 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
-0.52%
-$5,536.56 
UNP Union Pacific Corporation
-0.51%
-$3,635.84 
BRK-B Berkshire Hathaway Inc.
-0.51%
-$11,199.66 
BIP Brookfield Infrastructure Partners L.P.
-0.51%
-$8,548.6 
WBD Warner Bros. Discovery, Inc.
-0.48%
-$1,231.12 
AXP American Express Company
-0.47%
-$21,855.16 
NEE NextEra Energy, Inc.
-0.45%
-$8,390.99 
MLM Martin Marietta Materials, Inc.
-0.41%
-$3,048.76 
PRU Prudential Financial, Inc.
-0.41%
-$3,384 
GIS General Mills, Inc.
-0.35%
-$1,394.12 
ABT Abbott Laboratories
-0.34%
-$8,548.4 
FRT Federal Realty Investment Trust
-0.34%
-$4,097.47 
AMLP Alerian MLP ETF
-0.3%
-$1,782 
DSTL Distillate U.S. Fundamental Stability & Value ETF
-0.29%
-$47,467.49 
ET Energy Transfer L.P.
-0.27%
-$19,845.92 
CB Chubb Limited
-0.26%
-$12,009.27 
D Dominion Energy, Inc.
-0.26%
-$1,443.96 
AOS A. O. Smith Corporation
-0.2%
-$2,724.35 
JMBS Janus Henderson Mortgage-Backed Securities ETF
-0.19%
-$482.04 
FDIV MarketDesk Focused US Dividend ETF
-0.17%
-$10,785.78 
COWZ Pacer US Cash Cows 100 ETF
-0.17%
-$2,108.37 
PEP PepsiCo, Inc.
-0.15%
-$2,381.72 
THW abrdn World Healthcare Fund
-0.15%
-$1,273.88 
TMB Thornburg Multi-Sector Bond ETF
-0.14%
-$2,018.23 
NSC Norfolk Southern Corporation
-0.14%
-$4,423.36 
VZ Verizon Communications Inc.
-0.09%
-$805.52 
USB U.S. Bancorp
-0.09%
-$231.28 
KO The Coca-Cola Company
-0.09%
-$1,944.95 
DSTX Distillate International Fundamental Stability & Value ETF
-0.04%
-$1,995.46 
PFFA Virtus InfraCap U.S. Preferred Stock ETF
-0.02%
-$283.11 
NFLX Netflix, Inc.
-0.02%
-$354.23 
PPG PPG Industries Inc.
0%
-$17.2 Events
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Dividends
Dividend Analysis
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| Trades 1925 | Longs Won 1314/1925 68% | Profit Factor 6.47 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $413,655.52 |
| Average Win $131,272.27 | Best Trade (Jul 27) $8.09M | Sharpe Ratio -11.77 |
| Average Loss -$43,661.04 | Worst Trade (Jul 19) -$2M | Z-Score 6.6 (100%) |
| Commissions $0 | Avg. Trade Length 1y 5m 1d | Expectancy $75,747.98 |
| 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 | 10,989 | 9,890 | 8,791 | 7,692 | 6,593 | 5,495 | 4,396 | 3,297 | 2,198 | 1,099 |
Hover over the desired column for a detailed explanation.
Returns
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FAQ
Which stocks have generated the highest profits for Gregg Zeoli?
The largest contributions to the portfolio's profits come from the following stocks: Alphabet Inc - $5.23M, Broadcom Inc - $2.43M, NVIDIA Corporation - $2.38M, Apple Inc - $1.37M, and International Business Machines Corporation - $1.33M. 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: Zillow Group, Inc - $1.28M, UnitedHealth Group Incorporated - $672,111.01, General Mills, Inc - $605,717.64, Target Corporation - $539,674.33, and Boeing Company - $522,740.99. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Gregg Zeoli's portfolio generate?
The portfolio generates substantial dividend income, with a total of $25.13M earned over time. The largest contributors to dividend income include iMGP DBi Managed Futures Strategy ETF - $865,126.09, Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF - $785,047.76, Pacer Global Cash Cows Dividend ETF - $680,604.16, JPMorgan Nasdaq Equity Premium Income ETF - $671,350.14, and JPMorgan Chase & Co - $639,465.25. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Gregg Zeoli's monthly returns?
Gregg Zeoli's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Gregg Zeoli's strategy be considered aggressive or moderate?
Gregg Zeoli's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Gregg Zeoli's strategy?
Gregg Zeoli'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.
