SDL
Scott D. Lasky Portfolio
Invests via Lionshead Wealth Management LLC | Managed by Scott D. Lasky
Invests via Lionshead Wealth Management LLC
Managed by Scott D. Lasky
Automatically Tracked
Veteran investment executive with multi-decade experience across private equity, corporate finance and asset management, focused on value creation and operational improvement. Scott D. Lasky combines operating leadership, portfolio management and board service supporting growth-stage and middle-market companies across technology, healthcare and consumer sectors. Regularly engaged in deal sourcing, M&A execution, capital formation and investor relations, he is positioned as a strategic sponsor for buyouts, growth equity and turnaround situations.
Veteran investment executive with multi-decade experience across private equity, corporate finance and asset management, focused on value creation and operational improvement. Scott D. Lasky combines operating leadership, portfolio management and board service supporting growth-stage and middle-market companies across technology, healthcare and consumer sectors. Regularly engaged in deal sourcing, M&A execution, capital formation and investor relations, he is positioned as a strategic sponsor for buyouts, growth equity and turnaround situations.
Investment Philosophy & Strategy
Combines operational leadership and private-capital discipline to target value-accretive opportunities in growth-stage and middle-market companies. Prefers control or significant influence positions where active board engagement and hands-on operational improvement drive EBITDA expansion and strategic M&A. Uses a flexible capital approach—buyouts, growth equity and restructurings—with focus on technology, healthcare and consumer verticals. Investment horizon is medium to long-term, emphasizing rigorous due diligence, conservative leverage, staged capital deployment and exit-ready value creation plans aligned with management and limited partners.
Combines operational leadership and private-capital discipline to target value-accretive opportunities in growth-stage and middle-market companies. Prefers control or significant influence positions where active board engagement and hands-on operational improvement drive EBITDA expansion and strategic M&A. Uses a flexible capital approach—buyouts, growth equity and restructurings—with focus on technology, healthcare and consumer verticals. Investment horizon is medium to long-term, emphasizing rigorous due diligence, conservative leverage, staged capital deployment and exit-ready value creation plans aligned with management and limited partners.
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:
21.1%
Gain +0.44%
Monthly
0.89%
Yearly
11.3%
Drawdown
13.84%
$155.53M
Equity
Holdings
$155.53M
Investment
$129.35M
$25.97M
Profit +$612,782.76
Realized
-$206,501.08
Unrealized
$26.18M
Dividends
$4.06M
Goals
Avg. 60.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.44%
Profit
$612,782.76
Win %
62%
This Week
Compared To Last Week
Gain
-0.76%
Profit
-$1.19M
Win %
62%
This Month
Compared to last month
Gain
0.79%
Profit
$1.21M
Win %
62%
This Year
Compared to last year
Gain
1.04%
Profit
$1.6M
Win %
64%
ASTS AST SpaceMobile, Inc.
+6.55%
+$13,800 
CRM Salesforce Inc
+4.52%
+$14,649.91 
B BARRICK MINING CORP Common Stock (ABR0)
+4.28%
+$10,636.02 
TMO Thermo Fisher Scientific Inc.
+3.94%
+$101,124.85 
HD The Home Depot, Inc.
+3.92%
+$29,296.3 
LLY Eli Lilly and Company
+3.83%
+$44,922.85 
QCOM QUALCOMM Incorporated
+3.6%
+$30,583.74 
BX Blackstone Inc.
+3.34%
+$9,176.75 
BNY BlackRock New York Municipal Income Trust
+3.16%
+$31,924.65 
NAN Nuveen New York Quality Municipal Income Fund
+3.13%
+$22,350 
COF Capital One Financial Corporation
+2.72%
+$6,457.43 
UAL United Airlines Holdings, Inc.
+2.5%
+$5,048.68 
BWXT Bwx Technologies Inc.
+2.42%
+$4,149.98 
RSG Republic Services, Inc.
+2.35%
+$6,130.6 
AXP American Express Company
+2.35%
+$4,375.31 
AOS A. O. Smith Corporation
+2.21%
+$24,289.28 
WFC Wells Fargo & Company
+2.11%
+$5,875.56 
LMT Lockheed Martin Corporation
+2.08%
+$4,706.72 
OWL Blue Owl Capital Inc.
+2.05%
+$2,710.8 
BA Boeing Company
+1.9%
+$5,064.93 
ABT Abbott Laboratories
+1.79%
+$4,086.64 
DIS The Walt Disney Company
+1.77%
+$7,851.24 
NRK Nuveen New York AMT-Free Quality Municipal Income Fund
+1.58%
+$3,483.34 
SCHA Schwab U.S. Small-Cap ETF
+1.55%
+$3,212.05 
EZM WisdomTree U.S. MidCap Fund
+1.48%
+$43,951.3 
VB Vanguard Small-Cap ETF
+1.43%
+$22,779.79 
XLF Financial Select Sector SPDR Fund
+1.4%
+$4,378.86 
IWM iShares Russell 2000 ETF
+1.37%
+$12,097.44 
VBK Vanguard Small-Cap Growth ETF
+1.37%
+$20,842.15 
IWN iShares Russell 2000 Value ETF
+1.31%
+$3,892.32 
RSP Invesco S&P 500 Equal Weight ETF
+1.3%
+$8,771.28 
MSFT Microsoft Corp.
+1.25%
+$22,978.15 
IJT iShares S&P Small-Cap 600 Growth ETF
+1.23%
+$2,340 
VOT Vanguard Mid-Cap Growth ETF
+1.21%
+$38,936.01 
PFE Pfizer Inc.
+1.18%
+$10,064.34 
DFAT Dimensional US Targeted Value ETF
+1.12%
+$65,771.82 
MINO PIMCO Municipal Income Opportunities Active Exchange-Traded Fund
+0.98%
+$2,565.78 
SMAY FT Vest U.S. Small Cap Moderate Fund
+0.9%
+$6,535.26 
DUHP Dimensional US High Profitability ETF
+0.85%
+$5,284.15 
VTV Vanguard Value ETF
+0.82%
+$3,762.99 
VOE Vanguard Mid-Cap Value ETF
+0.78%
+$26,042.61 
DFAI Dimensional International Core Equity Market ETF
+0.77%
+$74,979.76 
BAB Invesco Taxable Municipal Bond ETF
+0.76%
+$1,990.95 
JMUB JPMorgan Municipal Bond ETF
+0.72%
+$2,535.06 
DFIC Dimensional International Core Equity Market ETF
+0.71%
+$3,242.01 
AGGY WisdomTree Yield Enhanced U.S. Aggregate Bond Fund
+0.69%
+$3,064.61 
BOND PIMCO Active Bond Exchange-Traded Fund
+0.68%
+$5,262.8 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
+0.62%
+$34,470.35 
BAC Bank of America Corporation
+0.58%
+$1,446.3 
GOOGL Alphabet Inc
+0.58%
+$4,047.8 
ITW Illinois Tool Works Inc.
+0.56%
+$1,940.35 
SPHQ Invesco S&P 500 Quality ETF
+0.55%
+$32,239.38 
JMBS Janus Henderson Mortgage-Backed Securities ETF
+0.54%
+$20,536.24 
SPLV Invesco S&P 500 Low Volatility ETF
+0.53%
+$1,076.4 
NOC Northrop Grumman Corporation
+0.52%
+$1,485.46 
GOOG Alphabet Inc
+0.51%
+$4,915.71 
SCHB Schwab U.S. Broad Market ETF
+0.51%
+$9,436.65 
SCHF Schwab International Equity ETF
+0.5%
+$3,412.8 
XLI Industrial Select Sector SPDR Fund
+0.5%
+$2,568.87 
DFAU Dimensional US Core Equity Market ETF
+0.46%
+$9,856.84 
YMAR FT VT International Equity Market Fund - Class B
+0.46%
+$1,982.39 
AMZN Amazon.com Inc
+0.44%
+$6,694.86 
DFUS Dimensional U.S. Equity Market ETF
+0.42%
+$2,071.07 
PG Procter & Gamble Co
+0.38%
+$1,168.2 
SPY SPDR S&P 500 ETF Trust
+0.35%
+$9,767.52 
SJNK SPDR Bloomberg Short Term High Yield Bond ETF
+0.33%
+$11,375.6 
TGRW T. Rowe Price Growth Stock ETF
+0.29%
+$10,669.43 
ABBV AbbVie Inc.
+0.27%
+$3,587.15 
LIN Linde plc
+0.21%
+$490.62 
META Meta Platforms Inc Class A
+0.19%
+$4,606.09 
AVDS Avantis International Small Cap Equity ETF
+0.19%
+$426.12 
ED Consolidated Edison, Inc.
+0.18%
+$522.21 
DJAN FT Vest U.S. Equity Deep Buffer Fund
+0.18%
+$3,068.63 
MEAR iShares Short Maturity Bond ETF
+0.15%
+$375 
FE FirstEnergy Corp.
+0.12%
+$291.12 
VGSH Vanguard Short-Term Treasury Fund
+0.11%
+$3,525.14 
JNJ Johnson & Johnson
+0.08%
+$198.85 
IWF iShares Russell 1000 Growth ETF
+0.08%
+$750.6 
SPYG SPDR Portfolio S&P 500 Growth ETF
+0.06%
+$3,155.55 
QQQ Invesco QQQ Trust, Series 1
+0.06%
+$1,696.6 
BRK-B Berkshire Hathaway Inc.
+0.06%
+$536.73 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.01%
+$50.38 
TFLO iShares Treasury Floating Rate Bond ETF
+0.01%
+$169.09 
RTX RTX Corporation
+0.01%
+$24.07 
JAAA Janus Henderson AAA CLO ETF
0%
$0 
AZZ Azz Inc.
-5.2%
-$100,240 
CSCO Cisco Systems, Inc.
-3.61%
-$11,106.9 
MPC Marathon Petroleum Corporation
-2.35%
-$16,787.41 
SNPS Synopsys, Inc.
-2.3%
-$10,035.35 
PWR Quanta Services Inc.
-2.14%
-$57,470.15 
CRWD CrowdStrike Holdings, Inc.
-2.1%
-$17,203.57 
ESOA Energy Services of America Corporation
-2.08%
-$3,443.37 
NVDA NVIDIA Corporation
-1.74%
-$40,295.18 
GEV GE Vernova Inc.
-1.42%
-$2,586.21 
DDOG Datadog, Inc. Class A Common Stock
-1.13%
-$3,803.34 
TSLA Tesla, Inc.
-1.01%
-$14,803.66 
AMD Advanced Micro Devices, Inc.
-0.86%
-$25,292.8 
DFAE Dimensional Emerging Core Equity Market ETF
-0.84%
-$2,364.48 
QCJL FT Nasdaq 100 Target Net Buffer ETF - July
-0.77%
-$15,144.21 
SOXX iShares Semiconductor ETF
-0.7%
-$16,129.43 
PEG Public Service Enterprise Group Incorporated
-0.56%
-$10,922.93 
XLK State Street Technology Select Sector SPDR ETF
-0.52%
-$11,822.46 
WBS Webster Financial Corporation
-0.51%
-$1,147.6 
AVGO Broadcom Inc.
-0.5%
-$1,127.96 
MRK Merck & Co., Inc.
-0.4%
-$3,394.86 
PLTR Palantir Technologies Inc.
-0.33%
-$8,707.38 
PICK iShares MSCI Global Metals & Mining Producers ETF
-0.19%
-$384.56 
JPM JPMorgan Chase & Co.
-0.15%
-$1,701.36 
AAPL Apple Inc.
-0.1%
-$8,305.77 
XSD SPDR S&P Semiconductor ETF
-0.1%
-$251.1 
SEIX Virtus Seix Senior Loan ETF
-0.04%
-$392.33 
FHDG First Trust Exchange-Traded Fund IV - First Trust Horizon Managed Volatility Domestic ETF
-0.04%
-$148.87 Events
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Dividends
Dividend Analysis
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| Trades 645 | Longs Won 394/645 61% | Profit Factor 5.25 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $192,472.71 |
| Average Win $81,438.67 | Best Trade (Oct 14) $2.23M | Sharpe Ratio -12.8 |
| Average Loss -$24,355 | Worst Trade (Mar 31) -$452,586.22 | Z-Score 3.72 (99.98%) |
| Commissions $0 | Avg. Trade Length 10m 1w 4d | Expectancy $40,269.35 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 6,369 | 5,732 | 5,096 | 4,459 | 3,822 | 3,185 | 2,548 | 1,911 | 1,274 | 637 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 25,169 | $6.35M | $8.62M | - | $2.27M | 35.82% | -0.096% |
| ABBV AbbVie Inc. | 4,720 | $1.05M | $1.34M | - | $289,245.58 | 27.49% | +0.268% |
| ABT Abbott Laboratories | 2,221 | $300,034.31 | $232,783.01 | - | -$67,251.3 | -22.41% | +1.787% |
| AGGY WisdomTree Yield Enhanced U.S. Aggregate Bond Fund | 10,753 | $467,345.76 | $448,668.92 | - | -$18,676.84 | -4% | +0.688% |
| AMD Advanced Micro Devices, Inc. | 5,120 | $767,482.08 | $2.9M | - | $2.13M | 277.51% | -0.865% |
| AMZN Amazon.com Inc | 5,951 | $1.31M | $1.52M | - | $213,116.83 | 16.32% | +0.443% |
| AOS A. O. Smith Corporation | 18,976 | $1.27M | $1.12M | - | -$151,144.09 | -11.87% | +2.213% |
| ASTS AST SpaceMobile, Inc. | 5,000 | $233,650 | $224,500 | - | -$9,150 | -3.92% | +6.55% |
| AVDS Avantis International Small Cap Equity ETF | 2,984 | $185,624.25 | $229,917.2 | - | $44,292.95 | 23.86% | +0.186% |
| AVGO Broadcom Inc. | 652 | $246,293 | $224,627.04 | - | -$21,665.96 | -8.8% | -0.5% |
| AXP American Express Company | 606 | $204,980 | $190,387.02 | - | -$14,592.98 | -7.12% | +2.352% |
| AZZ Azz Inc. | 14,000 | $1.45M | $1.83M | - | $377,650 | 26.06% | -5.201% |
| B BARRICK MINING CORP Common Stock (ABR0) | 6,388 | $209,335 | $259,065.34 | - | $49,730.34 | 23.76% | +4.281% |
| BA Boeing Company | 1,443 | $312,366 | $271,529.31 | - | -$40,836.69 | -13.07% | +1.901% |
| BAB Invesco Taxable Municipal Bond ETF | 10,210 | $268,916.84 | $262,652.25 | - | -$6,264.59 | -2.33% | +0.764% |
| BAC Bank of America Corporation | 4,821 | $249,216.54 | $249,197.49 | - | -$19.05 | -0.01% | +0.584% |
| BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L) | 75,759 | $5.7M | $5.57M | - | -$131,176.39 | -2.3% | +0.623% |
| BNY BlackRock New York Municipal Income Trust | 7,339 | $566,669.26 | $1.04M | - | $475,432.04 | 83.9% | +3.16% |
| BOND PIMCO Active Bond Exchange-Traded Fund | 8,920 | $813,388.28 | $783,800.4 | - | -$29,587.88 | -3.64% | +0.676% |
| BRK-B Berkshire Hathaway Inc. | 1,704 | $776,344.82 | $897,437.13 | - | $121,092.31 | 15.6% | +0.06% |
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FAQ
Which stocks have generated the highest profits for Scott D. Lasky?
The largest contributions to the portfolio's profits come from the following stocks: Quanta Services Inc - $496,263.75, Dimensional International Core Equity Market ETF - $404,302.72, Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L) - $384,506.31, Janus Henderson AAA CLO ETF - $359,622.45, and FT Vest U.S. Small Cap Moderate Fund - $346,278. 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: Apple Inc - $455,768.21, iShares Russell 2000 Growth ETF - $226,011.76, State Street Technology Select Sector SPDR ETF - $136,575.83, Intuit Inc - $100,654.22, and Dimensional US Targeted Value ETF - $85,271.2. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Scott D. Lasky's portfolio generate?
The portfolio generates substantial dividend income, with a total of $4.06M earned over time. The largest contributors to dividend income include Janus Henderson AAA CLO ETF - $359,841.9, Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L) - $358,544.5, Dimensional International Core Equity Market ETF - $316,541.32, SPDR Bloomberg Short Term High Yield Bond ETF - $308,636.23, and Janus Henderson Mortgage-Backed Securities ETF - $215,760.44. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Scott D. Lasky's monthly returns?
Scott D. Lasky's monthly returns look fairly stable overall, although some fluctuations are still visible. The performance pattern suggests a strategy that remains reasonably controlled from month to month, even if it is not completely smooth. This may appeal to users looking for a balance between steadier results and meaningful upside potential.
Can Scott D. Lasky's strategy be considered aggressive or moderate?
Scott D. Lasky'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 Scott D. Lasky's strategy?
Scott D. Lasky'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.
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