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:
55.59%
Gain +0.03%
Monthly
1.2%
Yearly
15.35%
Drawdown
15.53%
$263.3M
Equity
Holdings
$263.3M
Investment
$188.9M
$148.49M
Profit +$62,816.29
Realized
$74.1M
Unrealized
$74.39M
Dividends
$25.47M
Goals
Avg. 91.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.03%
Profit
$62,816.29
Win %
78%
This Week
Compared To Last Week
Gain
0.02%
Profit
$62,816.29
Win %
78%
This Month
Compared to last month
Gain
-1.18%
Profit
-$3.15M
Win %
78%
This Year
Compared to last year
Gain
4.15%
Profit
$10.49M
Win %
74%
PANW Palo Alto Networks, Inc.
+14.01%
+$501,105.39 
HONA Honeywell Aerospace Inc.
+4.18%
+$34,048.11 
NFLX Netflix, Inc.
+3.76%
+$76,148.88 
MDT Medtronic plc
+3.21%
+$59,492.24 
GOOGL Alphabet Inc
+3.08%
+$182,856.6 
GOOG Alphabet Inc
+2.97%
+$15,303.08 
META Meta Platforms Inc Class A
+2.91%
+$10,676.59 
IBM International Business Machines Corporation
+2.71%
+$79,939.32 
UL Unilever PLC Sponsored American Depositary Receipt
+2.69%
+$7,214.44 
AZO AutoZone Inc.
+2.6%
+$48,450.96 
AVRY Avory Foundational ETF
+2.55%
+$5,470.62 
PAYX Paychex Inc.
+2.4%
+$48,858.5 
MSFT Microsoft Corp.
+2.27%
+$95,882.6 
WMT Walmart Inc.
+2.27%
+$7,039.71 
LLY Eli Lilly and Company
+2.04%
+$4,131.41 
MCD McDonald's Corporation
+1.96%
+$13,254.02 
CME CME Group Inc.
+1.77%
+$27,891.06 
DSTL Distillate U.S. Fundamental Stability & Value ETF
+1.76%
+$306,502.62 
NOC Northrop Grumman Corporation
+1.74%
+$42,399.39 
ABBV AbbVie Inc.
+1.73%
+$111,985.68 
NVS Novartis AG Sponsored ADR
+1.68%
+$37,043.8 
COST Costco Wholesale Corporation
+1.62%
+$11,265.08 
CL Colgate-Palmolive Company
+1.6%
+$6,255 
REGN Regeneron Pharmaceuticals, Inc.
+1.55%
+$23,374.53 
XLV Health Care Select Sector SPDR Fund
+1.45%
+$6,386.4 
UNH UnitedHealth Group Incorporated
+1.32%
+$2,457.35 
J Jacobs Solutions Inc.
+1.24%
+$30,108.15 
AMGN Amgen Inc.
+1.18%
+$46,515.75 
LMT Lockheed Martin Corporation
+1.14%
+$9,382.62 
CVS CVS Health Corporation
+1.11%
+$7,207.2 
THW abrdn World Healthcare Fund
+1.08%
+$3,558.88 
BRK-B Berkshire Hathaway Inc.
+1.04%
+$23,612.71 
HD The Home Depot, Inc.
+1%
+$45,213.03 
WRB W.R. Berkley Corporation
+0.94%
+$15,818.88 
COWZ Pacer US Cash Cows 100 ETF
+0.89%
+$11,937.5 
CB Chubb Limited
+0.85%
+$23,513.04 
AXP American Express Company
+0.84%
+$2,017.47 
DSTX Distillate International Fundamental Stability & Value ETF
+0.78%
+$37,280.35 
GCOW Pacer Global Cash Cows Dividend ETF
+0.77%
+$40,502.16 
TRV The Travelers Companies, Inc.
+0.71%
+$32,923.83 
SCHD Schwab U.S. Dividend Equity ETF
+0.61%
+$2,082.78 
JNJ Johnson & Johnson
+0.58%
+$3,185.48 
AAPL Apple Inc.
+0.54%
+$24,965.27 
COWG Pacer U.S. Large Cap Cash Cows Growth ETF
+0.53%
+$7,454.41 
PG Procter & Gamble Co
+0.52%
+$14,021.1 
GD General Dynamics Corporation
+0.36%
+$4,778.74 
HSY The Hershey Company
+0.35%
+$9,812.33 
MELI MercadoLibre, Inc.
+0.34%
+$1,403.95 
ICOW Pacer Developed Markets International ETF
+0.2%
+$523.8 
NSC Norfolk Southern Corporation
+0.16%
+$4,810.6 
FRT Federal Realty Investment Trust
+0.12%
+$1,351.28 
NDIA Global X India Active ETF
+0.06%
+$768.72 
TMB Thornburg Multi-Sector Bond ETF
+0.04%
+$538.86 
CLOA iShares AAA CLO ETF
+0.01%
+$60.52 
EQR Equity Residential
0%
$0 
FDIV MarketDesk Focused US Dividend ETF
0%
$0 
JMBS Janus Henderson Mortgage-Backed Securities ETF
0%
$0 
HONIV Honeywell International Inc.
0%
$0 
NVT nVent Electric plc
-9.54%
-$23,490.42 
ETN Eaton Corporation plc
-7.5%
-$17,608.8 
VRT Vertiv Holdings Co
-7.11%
-$24,623.16 
ASML ASML Holding N.V. New York Registry Shares
-6.95%
-$13,563.11 
FIX Comfort Systems USA, Inc.
-6.26%
-$14,815.49 
AVGO Broadcom Inc.
-4.79%
-$231,135.27 
ORCL Oracle Corporation
-4.42%
-$85,677.76 
EQIX Equinix, Inc.
-4%
-$8,808.59 
GS The Goldman Sachs Group, Inc.
-3.97%
-$151,783.87 
AMD Advanced Micro Devices, Inc.
-3.9%
-$136,676.38 
BIP Brookfield Infrastructure Partners L.P.
-3.48%
-$55,613.51 
MS Morgan Stanley
-3.4%
-$48,318.12 
VG Venture Global Inc.
-3.29%
-$41,271.88 
CMI Cummins Inc.
-2.88%
-$31,683.79 
NVDA NVIDIA Corporation
-2.85%
-$118,741.22 
HAL Halliburton Company
-2.69%
-$73,490.54 
EMR Emerson Electric Co.
-2.59%
-$54,979.82 
GOAU U.S. Global GO GOLD and Precious Metal Miners ETF
-2.53%
-$54,262.45 
MTUM iShares MSCI USA Momentum Factor ETF
-2.13%
-$11,055.31 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
-1.94%
-$33,926.92 
JPM JPMorgan Chase & Co.
-1.72%
-$164,742.61 
SLV iShares Silver Trust
-1.65%
-$21,070.08 
CSCO Cisco Systems, Inc.
-1.65%
-$7,433.3 
XLK State Street Technology Select Sector SPDR ETF
-1.5%
-$22,785.61 
C Citigroup Inc.
-1.47%
-$4,347.26 
LIFE Ethos Technologies Inc.
-1.47%
-$14,927 
PHYS Sprott Physical Gold Trust
-1.42%
-$77,990.26 
RTX RTX Corporation
-1.32%
-$58,831.88 
GLD SPDR Gold Shares
-1.3%
-$3,535.99 
AMZN Amazon.com Inc
-1.22%
-$20,340.92 
NU Nu Holdings Ltd.
-1.06%
-$15,728 
QCOM QUALCOMM Incorporated
-0.97%
-$26,652.66 
BWXT Bwx Technologies Inc.
-0.96%
-$2,494.03 
CVX Chevron Corporation
-0.94%
-$34,475.49 
IQDF FlexShares International Quality Dividend Index Fund
-0.83%
-$3,420.9 
AVDV Avantis International Small Cap Value ETF
-0.78%
-$54,665.58 
HGER Harbor Commodity All-Weather Fund
-0.78%
-$42,952.56 
AVDE Avantis International Equity ETF
-0.74%
-$5,413.74 
HFND Unlimited HFND Multi-Strategy Return Tracker ETF
-0.68%
-$6,944.25 
ROE Astoria U.S. Equity Weighted Quality Kings ETF
-0.67%
-$2,415.84 
COP ConocoPhillips
-0.66%
-$16,393.5 
IWF iShares Russell 1000 Growth ETF
-0.65%
-$3,724.8 
AVRE Avantis Real Estate ETF
-0.64%
-$8,167.96 
ESG FlexShares STOXX US ESG Select Fund
-0.63%
-$1,677.41 
LIN Linde plc
-0.62%
-$1,165.22 
DFIC Dimensional International Core Equity Market ETF
-0.59%
-$1,518.23 
ET Energy Transfer L.P.
-0.58%
-$20,400.75 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
-0.57%
-$7,821.98 
QQQ Invesco QQQ Trust, Series 1
-0.56%
-$1,318.56 
JHSC John Hancock Multifactor Small Cap ETF
-0.54%
-$21,079.38 
JPUS JPMorgan Diversified Return U.S. Equity ETF
-0.52%
-$3,237.37 
QDF FlexShares Quality Dividend Index Fund
-0.51%
-$1,376.95 
DUK Duke Energy Corporation
-0.47%
-$15,532.23 
YORW The York Water Company
-0.42%
-$10,131.24 
DIHP Dimensional International High Profitability Portfolio
-0.4%
-$3,422.16 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.38%
-$4,016.08 
USB U.S. Bancorp
-0.37%
-$875.85 
VV Vanguard Large-Cap Index Fund ETF Shares
-0.34%
-$762.3 
PFFA Virtus InfraCap U.S. Preferred Stock ETF
-0.34%
-$3,951.43 
SPY SPDR S&P 500 ETF Trust
-0.34%
-$4,873.58 
IWV ISHARES RUSSELL 3000 ETF
-0.33%
-$893.94 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.32%
-$10,213.09 
IVV iShares Core S&P 500 ETF
-0.32%
-$1,051.51 
HEGD Swan Hedged Equity US Large Cap Fund
-0.32%
-$946.3 
JPIN JPMorgan Diversified Return International Equity ETF
-0.31%
-$1,625.93 
DUHP Dimensional US High Profitability ETF
-0.3%
-$2,696.25 
AVUV Avantis U.S. Small Cap Value ETF
-0.28%
-$896.35 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
-0.27%
-$1,978.95 
QDPL Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
-0.27%
-$15,987.91 
JEPI JPMorgan Equity Premium Income Fund
-0.18%
-$1,363 
PDBC Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
-0.18%
-$469.91 
TXUE Thornburg International Equity ETF
-0.18%
-$504 
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF
-0.17%
-$392.93 
VUG Vanguard Growth ETF
-0.16%
-$1,153.02 
DBMF iMGP DBi Managed Futures Strategy ETF
-0.16%
-$10,800.3 
BINC iShares Flexible Income Active ETF
-0.13%
-$1,128.2 
MOOD Relative Sentiment Tactical Allocation Fund
-0.08%
-$357 
JHPI John Hancock Preferred Income ETF
-0.04%
-$175.63 
CSHI Neos Enhanced Income Cash Alternative ETF
-0.04%
-$358.9 
IWD iShares Russell 1000 Value ETF
-0.03%
-$282.96 
DGRO iShares Core Dividend Growth ETF
-0.03%
-$121.94 Events
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Dividends
Dividend Analysis
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| Trades 2050 | Longs Won 1417/2050 69% | Profit Factor 6.81 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $373,043.85 |
| Average Win $122,840.53 | Best Trade (Jun 30) $8.04M | Sharpe Ratio -132.66 |
| Average Loss -$40,403.8 | Worst Trade (Mar 31) -$736,500 | Z-Score 3.23 (99.88%) |
| Commissions $0 | Avg. Trade Length 1y 5m 1w 3d | Expectancy $72,433.87 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 6,536 | 5,882 | 5,229 | 4,575 | 3,922 | 3,268 | 2,614 | 1,961 | 1,307 | 654 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 13,947 | $3.55M | $4.66M | - | $1.11M | 31.19% | +0.539% |
| ABBV AbbVie Inc. | 25,222 | $4.56M | $6.6M | - | $2.04M | 44.71% | +1.727% |
| AMD Advanced Micro Devices, Inc. | 6,788 | $1.27M | $3.37M | - | $2.09M | 164.48% | -3.901% |
| AMGN Amgen Inc. | 10,453 | $2.82M | $3.99M | - | $1.17M | 41.64% | +1.179% |
| AMZN Amazon.com Inc | 6,478 | $1.42M | $1.64M | - | $220,705.48 | 15.52% | -1.223% |
| ASML ASML Holding N.V. New York Registry Shares | 115 | $228,785 | $181,741.4 | - | -$47,043.6 | -20.56% | -6.945% |
| AVDE Avantis International Equity ETF | 7,846 | $646,820.27 | $723,793.5 | - | $76,973.23 | 11.9% | -0.742% |
| AVDV Avantis International Small Cap Value ETF | 62,834 | $4.35M | $6.96M | - | $2.61M | 60.02% | -0.78% |
| AVGO Broadcom Inc. | 13,345 | $1.01M | $4.6M | - | $3.59M | 357% | -4.785% |
| AVRE Avantis Real Estate ETF | 27,688 | $1.21M | $1.27M | - | $63,562.56 | 5.26% | -0.638% |
| AVRY Avory Foundational ETF | 8,504 | $203,500 | $219,998.48 | - | $16,498.48 | 8.11% | +2.55% |
| AVUV Avantis U.S. Small Cap Value ETF | 2,561 | $259,442.67 | $317,948.15 | - | $58,505.48 | 22.55% | -0.281% |
| AXP American Express Company | 739 | $142,100.5 | $241,963.38 | - | $99,862.88 | 70.28% | +0.841% |
| AZO AutoZone Inc. | 648 | $1.97M | $1.91M | - | -$59,979.74 | -3.04% | +2.599% |
| BINC iShares Flexible Income Active ETF | 17,357 | $882,115.97 | $888,938.75 | - | $6,822.78 | 0.77% | -0.127% |
| BIP Brookfield Infrastructure Partners L.P. | 43,279 | $1.37M | $1.54M | - | $171,947.93 | 12.56% | -3.484% |
| BRK-B Berkshire Hathaway Inc. | 4,426 | $1.69M | $2.28M | - | $588,789.24 | 34.76% | +1.045% |
| BWXT Bwx Technologies Inc. | 1,738 | $253,236.27 | $258,414.53 | - | $5,178.26 | 2.04% | -0.956% |
| C Citigroup Inc. | 2,131 | $216,335.03 | $291,478.18 | - | $75,143.15 | 34.73% | -1.47% |
| CB Chubb Limited | 8,136 | $2.31M | $2.78M | - | $466,626.04 | 20.21% | +0.854% |
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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: Eli Lilly and Company - $9.38M, Alphabet Inc - $6.14M, Apple Inc - $5.7M, Advanced Micro Devices, Inc - $5.53M, and Constellation Energy Corporation - $3.72M. 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: Quanterix Corporation - $1.96M, Zillow Group, Inc - $1.95M, Salesforce Inc - $694,021.5, UnitedHealth Group Incorporated - $672,111.01, and General Mills, Inc - $631,689.44. 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 $25.47M 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 - $762,137.89, Pacer Global Cash Cows Dividend ETF - $756,958.1, JPMorgan Chase & Co - $679,711.75, and JPMorgan Nasdaq Equity Premium Income ETF - $636,434.01. 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 may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
