GZ
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:
30.54%
Gain +0.01%
Monthly
0.78%
Yearly
9.74%
Drawdown
12.76%
$470.83M
Equity
Holdings
$470.83M
Investment
$356.04M
$139.16M
Profit +$56,373.19
Realized
$22.71M
Unrealized
$116.45M
Dividends
$24.12M
Goals
Avg. 47.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.01%
Profit
$56,373.19
Win %
72%
This Week
Compared To Last Week
Gain
0.01%
Profit
$56,373.19
Win %
72%
This Month
Compared to last month
Gain
-0.9%
Profit
-$4.28M
Win %
72%
This Year
Compared to last year
Gain
-1.07%
Profit
-$3.86M
Win %
72%
AMD Advanced Micro Devices, Inc.
+4.73%
+$467,070.24 
QCOM QUALCOMM Incorporated
+4.32%
+$143,768.96 
GEV GE Vernova Inc.
+3.73%
+$49,213.1 
DPZ Domino's Pizza Inc.
+3.72%
+$61,202.49 
TLSI TriSalus Life Sciences Inc.
+3.57%
+$39,035.75 
DD DuPont de Nemours Inc.
+3.03%
+$15,594.44 
CEG Constellation Energy Corporation
+2.86%
+$120,681.56 
CME CME Group Inc.
+2.8%
+$31,840.24 
SCHW Charles Schwab Corporation
+2.71%
+$11,999.99 
GS The Goldman Sachs Group, Inc.
+2.62%
+$101,201.59 
T AT&T Inc.
+2.52%
+$23,777.68 
VZ Verizon Communications Inc.
+2.49%
+$23,561.46 
RIGL Rigel Pharmaceuticals, Inc.
+2.4%
+$34,992.56 
QTRX Quanterix Corporation
+2.31%
+$51,524.76 
JPM JPMorgan Chase & Co.
+2.31%
+$283,712.82 
USB U.S. Bancorp
+2.27%
+$5,508.55 
AXP American Express Company
+2.18%
+$90,954.78 
MLM Martin Marietta Materials, Inc.
+2.08%
+$15,940.13 
GIS General Mills, Inc.
+2.04%
+$7,399.56 
GOAU U.S. Global GO GOLD and Precious Metal Miners ETF
+1.9%
+$32,204.88 
PRU Prudential Financial, Inc.
+1.87%
+$14,029.5 
FIX Comfort Systems USA, Inc.
+1.85%
+$5,128.49 
KMI Kinder Morgan, Inc.
+1.85%
+$52,316 
D Dominion Energy, Inc.
+1.83%
+$9,786.84 
MTUM iShares MSCI USA Momentum Factor ETF
+1.69%
+$9,313.89 
VRT Vertiv Holdings Co
+1.68%
+$7,020.93 
CYRX Cryoport Inc.
+1.67%
+$120,618 
KEY KeyCorp
+1.66%
+$9,629.62 
ET Energy Transfer L.P.
+1.65%
+$111,858.85 
UNP Union Pacific Corporation
+1.65%
+$10,572.66 
BX Blackstone Inc.
+1.58%
+$11,817.17 
BAC Bank of America Corporation
+1.56%
+$110,213.3 
EXC Exelon Corporation
+1.54%
+$39,690.7 
GLW Corning Incorporated
+1.5%
+$13,451.4 
CVS CVS Health Corporation
+1.47%
+$11,319.04 
COP ConocoPhillips
+1.4%
+$44,551.62 
PAYX Paychex Inc.
+1.37%
+$23,548.4 
NEE NextEra Energy, Inc.
+1.35%
+$24,429.45 
MTG MGIC Investment Corporation
+1.33%
+$6,893.5 
ABBV AbbVie Inc.
+1.32%
+$87,228.24 
C Citigroup Inc.
+1.27%
+$4,039.18 
NDIA Global X India Active ETF
+1.25%
+$16,869.4 
CAH Cardinal Health Inc.
+1.22%
+$16,589.29 
EQIX Equinix, Inc.
+1.22%
+$2,686.03 
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF
+1.21%
+$2,812.32 
PEG Public Service Enterprise Group Incorporated
+1.17%
+$38,102.72 
AZO AutoZone Inc.
+1.12%
+$21,050.72 
ETR Entergy Corporation
+1.11%
+$2,203.32 
PPL PPL Corporation
+1.1%
+$4,186.26 
NSC Norfolk Southern Corporation
+1.09%
+$32,502.08 
SLM SLM Corporation
+1.08%
+$2,418.48 
JNJ Johnson & Johnson
+1.07%
+$37,670.74 
V Visa Inc. Class A
+1.05%
+$20,794.98 
UL Unilever PLC Sponsored American Depositary Receipt
+1.03%
+$4,224 
PNW Pinnacle West Capital Corporation
+1.02%
+$2,273.44 
IWD iShares Russell 1000 Value ETF
+0.98%
+$8,370.7 
JPUS JPMorgan Diversified Return U.S. Equity ETF
+0.97%
+$5,959.29 
AVUV Avantis U.S. Small Cap Value ETF
+0.96%
+$3,020.8 
PPG PPG Industries Inc.
+0.93%
+$3,782.9 
FRT Federal Realty Investment Trust
+0.9%
+$10,672.48 
ROE Astoria U.S. Equity Weighted Quality Kings ETF
+0.89%
+$3,102.99 
SCHD Schwab U.S. Dividend Equity ETF
+0.89%
+$2,841.71 
AVDV Avantis International Small Cap Value ETF
+0.89%
+$56,823.94 
FDIV MarketDesk Focused US Dividend ETF
+0.88%
+$55,515.27 
XLK State Street Technology Select Sector SPDR ETF
+0.87%
+$12,979.09 
PG Procter & Gamble Co
+0.86%
+$27,462.48 
ED Consolidated Edison, Inc.
+0.84%
+$12,730.5 
QDF FlexShares Quality Dividend Index Fund
+0.84%
+$2,305.1 
COWG Pacer U.S. Large Cap Cash Cows Growth ETF
+0.83%
+$11,584.89 
NU Nu Holdings Ltd.
+0.83%
+$9,662.7 
COWZ Pacer US Cash Cows 100 ETF
+0.82%
+$9,966.82 
SRE Sempra
+0.82%
+$2,583 
GM General Motors Company
+0.8%
+$1,950 
IQDF FlexShares International Quality Dividend Index Fund
+0.8%
+$3,281.04 
XBI SPDR S&P Biotech ETF
+0.79%
+$20,080.87 
SO The Southern Company
+0.78%
+$9,976.91 
SLV iShares Silver Trust
+0.77%
+$10,340.47 
GE General Electric Company
+0.76%
+$14,259.45 
PSX Phillips 66
+0.76%
+$5,772.56 
CVX Chevron Corporation
+0.75%
+$33,868.56 
XLE Energy Select Sector SPDR Fund
+0.75%
+$5,620.1 
SBUX Starbucks Corporation
+0.74%
+$4,591.93 
HD The Home Depot, Inc.
+0.73%
+$33,634.16 
AOS A. O. Smith Corporation
+0.72%
+$9,949.85 
BRK-B Berkshire Hathaway Inc.
+0.71%
+$15,438.52 
DGRO iShares Core Dividend Growth ETF
+0.69%
+$3,240.64 
EMR Emerson Electric Co.
+0.69%
+$13,676.05 
COST Costco Wholesale Corporation
+0.68%
+$5,128.18 
YUM Yum! Brands, Inc.
+0.68%
+$4,169.36 
LNT Alliant Energy Corporation
+0.68%
+$4,410 
MPLX MPLX LP
+0.67%
+$22,921.98 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.66%
+$6,885.72 
JHSC John Hancock Multifactor Small Cap ETF
+0.65%
+$25,381.56 
MS Morgan Stanley
+0.65%
+$9,187.99 
WMB The Williams Companies, Inc.
+0.64%
+$1,426.93 
DUK Duke Energy Corporation
+0.63%
+$23,909.34 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+0.62%
+$24,177.65 
AVDE Avantis International Equity ETF
+0.59%
+$4,214.03 
CMI Cummins Inc.
+0.59%
+$8,204.05 
AVRE Avantis Real Estate ETF
+0.59%
+$7,591.36 
AEP American Electric Power Company, Inc.
+0.58%
+$5,606.25 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.56%
+$15,291.38 
AIG American International Group Inc.
+0.56%
+$4,078.62 
IVV iShares Core S&P 500 ETF
+0.55%
+$1,746.44 
J Jacobs Solutions Inc.
+0.55%
+$11,111.76 
HON Honeywell International Inc.
+0.54%
+$56,461.93 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
+0.54%
+$5,630.4 
SPY SPDR S&P 500 ETF Trust
+0.54%
+$9,691.69 
GOOGL Alphabet Inc
+0.53%
+$48,685.9 
IWV ISHARES RUSSELL 3000 ETF
+0.53%
+$1,401.15 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
+0.5%
+$3,708.71 
HSY The Hershey Company
+0.45%
+$13,562.8 
GOOG Alphabet Inc
+0.45%
+$2,860.8 
WMT Walmart Inc.
+0.45%
+$4,804.39 
WBD Warner Bros. Discovery, Inc.
+0.45%
+$1,181.88 
QDPL Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
+0.44%
+$25,492 
JEPI JPMorgan Equity Premium Income Fund
+0.43%
+$16,131.91 
CSX CSX Corporation
+0.42%
+$3,905.2 
DFIC Dimensional International Core Equity Market ETF
+0.42%
+$1,056.17 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
+0.42%
+$4,514.38 
MOOD Relative Sentiment Tactical Allocation Fund
+0.41%
+$1,815.6 
BMY Bristol-Myers Squibb Company
+0.4%
+$1,423.7 
ESG FlexShares STOXX US ESG Select Fund
+0.4%
+$1,056.77 
GD General Dynamics Corporation
+0.38%
+$5,170.76 
HEGD Swan Hedged Equity US Large Cap Fund
+0.38%
+$1,113.3 
PEP PepsiCo, Inc.
+0.38%
+$6,124.14 
DFEM Dimensional Emerging Markets Core Equity 2 ETF
+0.37%
+$6,377.85 
DSTL Distillate U.S. Fundamental Stability & Value ETF
+0.37%
+$56,447.82 
DUHP Dimensional US High Profitability ETF
+0.37%
+$3,136.33 
GSK GSK plc Sponsored ADR
+0.34%
+$1,478.17 
AMGN Amgen Inc.
+0.32%
+$11,862.96 
IDV iShares International Select Dividend ETF
+0.32%
+$680.68 
XOM Exxon Mobil Corporation
+0.28%
+$6,571.23 
DBMF iMGP DBi Managed Futures Strategy ETF
+0.26%
+$17,101.44 
BP BP p.l.c. Sponsored ADR
+0.23%
+$793.7 
GCOW Pacer Global Cash Cows Dividend ETF
+0.22%
+$11,154.7 
TEVA Teva Pharmaceutical Industries Ltd. ADR
+0.2%
+$1,260 
JHPI John Hancock Preferred Income ETF
+0.2%
+$679.32 
ADP Automatic Data Processing Inc.
+0.2%
+$5,733.77 
PHYS Sprott Physical Gold Trust
+0.19%
+$9,930.42 
TRV The Travelers Companies, Inc.
+0.18%
+$7,169.68 
VUG Vanguard Growth ETF
+0.18%
+$1,349.1 
DIHP Dimensional International High Profitability Portfolio
+0.17%
+$1,443.78 
NVDA NVIDIA Corporation
+0.16%
+$6,208 
PFE Pfizer Inc.
+0.15%
+$2,313.24 
BINC iShares Flexible Income Active ETF
+0.13%
+$1,953.56 
KO The Coca-Cola Company
+0.11%
+$2,500.65 
REGN Regeneron Pharmaceuticals, Inc.
+0.11%
+$1,205.21 
MSFT Microsoft Corp.
+0.1%
+$10,086.15 
JPIN JPMorgan Diversified Return International Equity ETF
+0.08%
+$421.8 
ENB Enbridge Inc.
+0.07%
+$241.64 
CL Colgate-Palmolive Company
+0.07%
+$811.08 
JMBS Janus Henderson Mortgage-Backed Securities ETF
+0.07%
+$170.13 
CB Chubb Limited
+0.06%
+$2,726.69 
CSHI Neos Enhanced Income Cash Alternative ETF
+0.06%
+$434.94 
DSTX Distillate International Fundamental Stability & Value ETF
+0.06%
+$2,660.62 
GLD SPDR Gold Shares
+0.06%
+$149.6 
IWF iShares Russell 1000 Growth ETF
+0.03%
+$186.24 
PANW Palo Alto Networks, Inc.
+0.03%
+$980.73 
CLOA iShares AAA CLO ETF
+0.02%
+$101.46 
TXUE Thornburg International Equity ETF
+0.02%
+$48 
ORCL Oracle Corporation
+0.02%
+$361.05 
MCD McDonald's Corporation
+0.01%
+$129.43 
BR Broadridge Financial Solutions, Inc.
+0.01%
+$16.24 
AZN
0%
$0 
KRMD Koru Medical Systems Inc.
0%
$0 
PFFA Virtus InfraCap U.S. Preferred Stock ETF
0%
$0 
Q
0%
$0 
LIFE Ethos Technologies Inc.
-9.14%
-$160,925 
VNDA Vanda Pharmaceuticals Inc.
-3.77%
-$212,116.35 
ZG Zillow Group, Inc.
-2.51%
-$16,931.98 
LLY Eli Lilly and Company
-2.41%
-$345,712.93 
ABT Abbott Laboratories
-1.64%
-$35,903.28 
AAPL Apple Inc.
-1.52%
-$246,982.5 
LMT Lockheed Martin Corporation
-1.52%
-$13,101.1 
MU Micron Technology, Inc.
-1.43%
-$17,112.01 
MRK Merck & Co., Inc.
-1.42%
-$68,331.48 
TMO Thermo Fisher Scientific Inc.
-1.33%
-$20,438.88 
MELI MercadoLibre, Inc.
-1.27%
-$3,998.4 
LYFT Lyft Inc.
-1.24%
-$14,705 
AMZN Amazon.com Inc
-1.23%
-$172,750.94 
BA Boeing Company
-1.16%
-$118,308.34 
NFLX Netflix, Inc.
-1.14%
-$21,961.95 
UBER Uber Technologies, Inc.
-1.01%
-$17,145.8 
THW abrdn World Healthcare Fund
-0.97%
-$7,643.28 
IBM International Business Machines Corporation
-0.95%
-$67,782.22 
EBAY eBay Inc.
-0.91%
-$3,019 
AVGO Broadcom Inc.
-0.91%
-$48,513.54 
EW Edwards Lifesciences Corporation
-0.76%
-$1,950 
BDX Becton, Dickinson and Company
-0.75%
-$4,001.55 
BWXT Bwx Technologies Inc.
-0.63%
-$2,186.92 
CSCO Cisco Systems, Inc.
-0.6%
-$3,006.15 
MDLZ Mondelez International, Inc.
-0.58%
-$3,211.97 
ETN Eaton Corporation plc
-0.57%
-$3,525.75 
MKC McCormick & Company, Incorporated
-0.57%
-$7,893.76 
NVS Novartis AG Sponsored ADR
-0.55%
-$13,597.34 
WRB-PH W.R. Berkley Corporation 4.125%
-0.52%
-$1,888.32 
HGER Harbor Commodity All-Weather Fund
-0.46%
-$21,343.56 
HAL Halliburton Company
-0.4%
-$12,912.8 
NOC Northrop Grumman Corporation
-0.4%
-$2,190 
ICOW Pacer Developed Markets International ETF
-0.39%
-$989.4 
RTX RTX Corporation
-0.37%
-$30,022.44 
AMLP Alerian MLP ETF
-0.34%
-$1,944 
CRM Salesforce Inc
-0.34%
-$13,342 
META Meta Platforms Inc Class A
-0.26%
-$1,561.66 
BIP Brookfield Infrastructure Partners L.P.
-0.23%
-$3,846.87 
GILD Gilead Sciences Inc.
-0.22%
-$840 
XLV Health Care Select Sector SPDR Fund
-0.18%
-$745.07 
MDT Medtronic plc
-0.16%
-$4,424.42 
BUG Global X Cybersecurity ETF
-0.12%
-$402.24 
TMB Thornburg Multi-Sector Bond ETF
-0.1%
-$1,405.45 Events
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Dividends
Dividend Analysis
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| Trades 1925 | Longs Won 1294/1925 67% | Profit Factor 7.01 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $377,755.1 |
| Average Win $125,448.29 | Best Trade (Jun 14) $7.41M | Sharpe Ratio -10.55 |
| Average Loss -$36,721.31 | Worst Trade (Jun 14) -$1.03M | Z-Score 5.34 (100%) |
| Commissions $0 | Avg. Trade Length 1y 4m 1w 5d | Expectancy $72,290.36 |
| 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 | 12,821 | 11,538 | 10,256 | 8,974 | 7,692 | 6,410 | 5,128 | 3,846 | 2,564 | 1,282 |
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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