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:
20.64%
Gain +0.22%
Monthly
0.94%
Yearly
11.92%
Drawdown
13.84%
$154.78M
Equity
Holdings
$154.78M
Investment
$129.35M
$25.23M
Profit +$360,561.87
Realized
-$206,501.08
Unrealized
$25.43M
Dividends
$3.61M
Goals
Avg. 55.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.22%
Profit
$360,561.87
Win %
64%
This Week
Compared To Last Week
Gain
0.23%
Profit
$360,561.87
Win %
64%
This Month
Compared to last month
Gain
2.01%
Profit
$3.04M
Win %
64%
This Year
Compared to last year
Gain
0.56%
Profit
$858,093.38
Win %
65%
AMZN Amazon.com Inc
+15.32%
+$214,712.02 
GOOG Alphabet Inc
+6.88%
+$64,155.21 
GOOGL Alphabet Inc
+6.73%
+$44,805.18 
SNPS Synopsys, Inc.
+4.41%
+$14,934.87 
META Meta Platforms Inc Class A
+3.28%
+$56,947.25 
CRWD CrowdStrike Holdings, Inc.
+3.04%
+$18,499.2 
MSFT Microsoft Corp.
+3.02%
+$46,920.87 
NVDA NVIDIA Corporation
+2.93%
+$59,778.06 
CSCO Cisco Systems, Inc.
+2.14%
+$6,582.87 
BWXT Bwx Technologies Inc.
+1.88%
+$3,959.03 
CRM Salesforce Inc
+1.83%
+$4,544.62 
LMT Lockheed Martin Corporation
+1.5%
+$3,736.79 
SPYG SPDR Portfolio S&P 500 Growth ETF
+1.45%
+$70,263.58 
NOC Northrop Grumman Corporation
+1.43%
+$4,410.14 
PWR Quanta Services Inc.
+1.43%
+$38,204.74 
OWL Blue Owl Capital Inc.
+1.38%
+$2,108.4 
ESOA Energy Services of America Corporation
+1.27%
+$3,128.76 
WFC Wells Fargo & Company
+1.19%
+$3,504.72 
TGRW T. Rowe Price Growth Stock ETF
+1.17%
+$40,799.4 
ITW Illinois Tool Works Inc.
+1.15%
+$4,176.25 
ASTS AST SpaceMobile, Inc.
+0.92%
+$2,700 
XSD SPDR S&P Semiconductor ETF
+0.92%
+$2,392.2 
GEV GE Vernova Inc.
+0.85%
+$1,603.83 
XLI Industrial Select Sector SPDR Fund
+0.81%
+$4,487.75 
TSLA Tesla, Inc.
+0.76%
+$9,442.36 
MPC Marathon Petroleum Corporation
+0.76%
+$3,513.32 
IWF iShares Russell 1000 Growth ETF
+0.76%
+$6,680.34 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$19,176.04 
DFUS Dimensional U.S. Equity Market ETF
+0.69%
+$3,267.04 
PLTR Palantir Technologies Inc.
+0.65%
+$10,554.4 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$17,120.64 
SCHB Schwab U.S. Broad Market ETF
+0.59%
+$10,694.87 
FHDG First Trust Exchange-Traded Fund IV - First Trust Horizon Managed Volatility Domestic ETF
+0.58%
+$2,043.3 
DFAU Dimensional US Core Equity Market ETF
+0.54%
+$11,264.96 
AOS A. O. Smith Corporation
+0.54%
+$6,072.32 
DFAE Dimensional Emerging Core Equity Market ETF
+0.46%
+$1,256.13 
PFE Pfizer Inc.
+0.4%
+$2,917.2 
RTX RTX Corporation
+0.39%
+$2,021.88 
AVGO Broadcom Inc.
+0.37%
+$938.88 
PG Procter & Gamble Co
+0.37%
+$1,031.91 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$3,169.44 
BAC Bank of America Corporation
+0.36%
+$1,060.62 
DJAN FT Vest U.S. Equity Deep Buffer Fund
+0.35%
+$5,908.32 
QCJL FT Nasdaq 100 Target Net Buffer ETF - July
+0.32%
+$5,968.23 
MRK Merck & Co., Inc.
+0.32%
+$2,359.2 
JPM JPMorgan Chase & Co.
+0.27%
+$3,135.84 
VOT Vanguard Mid-Cap Growth ETF
+0.21%
+$6,838.6 
JNJ Johnson & Johnson
+0.21%
+$514.1 
NAN Nuveen New York Quality Municipal Income Fund
+0.18%
+$1,490 
BNY BlackRock New York Municipal Income Trust
+0.16%
+$1,834.75 
ABT Abbott Laboratories
+0.09%
+$199.89 
SOXX iShares Semiconductor ETF
+0.07%
+$1,588.72 
DIS The Walt Disney Company
+0.06%
+$223.74 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.03%
+$132.5 
MEAR iShares Short Maturity Bond ETF
0%
$0 
SJNK SPDR Bloomberg Short Term High Yield Bond ETF
0%
$0 
TFLO iShares Treasury Floating Rate Bond ETF
0%
$0 
AAPL Apple Inc.
-7.35%
-$617,143.88 
LIN Linde plc
-5.95%
-$14,555.06 
QCOM QUALCOMM Incorporated
-2.63%
-$19,618.83 
B BARRICK MINING CORP Common Stock (ABR0)
-2.57%
-$6,196.36 
ABBV AbbVie Inc.
-2.54%
-$30,845.2 
BA Boeing Company
-2.15%
-$6,868.67 
AMD Advanced Micro Devices, Inc.
-1.9%
-$47,308.8 
UAL United Airlines Holdings, Inc.
-1.8%
-$4,558.12 
PEG Public Service Enterprise Group Incorporated
-1.12%
-$24,058.11 
JMBS Janus Henderson Mortgage-Backed Securities ETF
-0.85%
-$33,929.44 
FE FirstEnergy Corp.
-0.82%
-$2,117.2 
ED Consolidated Edison, Inc.
-0.74%
-$2,169.18 
PICK iShares MSCI Global Metals & Mining Producers ETF
-0.69%
-$1,433.36 
DFAI Dimensional International Core Equity Market ETF
-0.64%
-$64,268.85 
AVDS Avantis International Small Cap Equity ETF
-0.6%
-$1,373.24 
SCHF Schwab International Equity ETF
-0.58%
-$4,044.8 
DFIC Dimensional International Core Equity Market ETF
-0.57%
-$2,691.48 
LLY Eli Lilly and Company
-0.56%
-$6,269.45 
COF Capital One Financial Corporation
-0.54%
-$1,381.99 
IWM iShares Russell 2000 ETF
-0.47%
-$4,520.25 
SPHQ Invesco S&P 500 Quality ETF
-0.47%
-$27,732.8 
TMO Thermo Fisher Scientific Inc.
-0.43%
-$9,413.17 
HD The Home Depot, Inc.
-0.42%
-$3,518.14 
SCHA Schwab U.S. Small-Cap ETF
-0.39%
-$843.57 
AXP American Express Company
-0.38%
-$769.61 
RSG Republic Services, Inc.
-0.37%
-$904.8 
BAB Invesco Taxable Municipal Bond ETF
-0.34%
-$918.9 
JAAA Janus Henderson AAA CLO ETF
-0.34%
-$27,685.69 
BOND PIMCO Active Bond Exchange-Traded Fund
-0.33%
-$2,676 
VBK Vanguard Small-Cap Growth ETF
-0.27%
-$4,237.52 
VTV Vanguard Value ETF
-0.27%
-$1,226.59 
DUHP Dimensional US High Profitability ETF
-0.27%
-$1,603.91 
BX Blackstone Inc.
-0.25%
-$827.22 
IWN iShares Russell 2000 Value ETF
-0.25%
-$787.05 
VOE Vanguard Mid-Cap Value ETF
-0.23%
-$7,861.92 
VB Vanguard Small-Cap ETF
-0.22%
-$3,693.91 
DDOG Datadog, Inc. Class A Common Stock
-0.22%
-$735.73 
XLK State Street Technology Select Sector SPDR ETF
-0.22%
-$4,537.84 
IJT iShares S&P Small-Cap 600 Growth ETF
-0.21%
-$444.01 
AGGY WisdomTree Yield Enhanced U.S. Aggregate Bond Fund
-0.21%
-$967.77 
MINO PIMCO Municipal Income Opportunities Active Exchange-Traded Fund
-0.2%
-$549.81 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.2%
-$11,363.85 
SPLV Invesco S&P 500 Low Volatility ETF
-0.2%
-$414 
NRK Nuveen New York AMT-Free Quality Municipal Income Fund
-0.19%
-$480.46 
YMAR FT VT International Equity Market Fund - Class B
-0.19%
-$814.27 
RSP Invesco S&P 500 Equal Weight ETF
-0.17%
-$1,175.88 
AZZ Azz Inc.
-0.17%
-$3,360 
DFAT Dimensional US Targeted Value ETF
-0.15%
-$9,582.65 
EZM WisdomTree U.S. MidCap Fund
-0.14%
-$4,554.11 
SMAY FT Vest U.S. Small Cap Moderate Fund
-0.13%
-$984.03 
JMUB JPMorgan Municipal Bond ETF
-0.11%
-$404.14 
XLF Financial Select Sector SPDR Fund
-0.1%
-$343.44 
WBS Webster Financial Corporation
-0.1%
-$229.52 
VGSH Vanguard Short-Term Treasury Fund
-0.05%
-$1,627.1 
SEIX Virtus Seix Senior Loan ETF
-0.02%
-$178.33 Events
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Dividends
Dividend Analysis
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| Trades 645 | Longs Won 399/645 61% | Profit Factor 5.69 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $175,861.38 |
| Average Win $76,718.79 | Best Trade (Sep 01) $1.58M | Sharpe Ratio -12.8 |
| Average Loss -$21,884.6 | Worst Trade (Mar 31) -$452,586.22 | Z-Score 1.93 (94.68%) |
| Commissions $0 | Avg. Trade Length 9m 2w 5d | Expectancy $39,111.92 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 7,092 | 6,383 | 5,674 | 4,965 | 4,255 | 3,546 | 2,837 | 2,128 | 1,418 | 709 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 25,169 | $6.35M | $7.77M | - | $1.43M | 22.46% | -7.354% |
| ABBV AbbVie Inc. | 4,720 | $1.05M | $1.18M | - | $131,762.78 | 12.52% | -2.539% |
| ABT Abbott Laboratories | 2,221 | $300,034.31 | $234,759.7 | - | -$65,274.61 | -21.76% | +0.085% |
| AGGY WisdomTree Yield Enhanced U.S. Aggregate Bond Fund | 10,753 | $467,345.76 | $458,077.8 | - | -$9,267.96 | -1.98% | -0.211% |
| AMD Advanced Micro Devices, Inc. | 5,120 | $767,482.08 | $2.44M | - | $1.67M | 217.65% | -1.904% |
| AMZN Amazon.com Inc | 5,951 | $1.31M | $1.62M | - | $310,564.4 | 23.79% | +15.321% |
| AOS A. O. Smith Corporation | 18,976 | $1.27M | $1.14M | - | -$131,788.57 | -10.35% | +0.535% |
| ASTS AST SpaceMobile, Inc. | 5,000 | $233,650 | $294,900 | - | $61,250 | 26.21% | +0.924% |
| AVDS Avantis International Small Cap Equity ETF | 2,984 | $185,624.25 | $227,947.16 | - | $42,322.91 | 22.8% | -0.599% |
| AVGO Broadcom Inc. | 652 | $246,293 | $253,810.56 | - | $7,517.56 | 3.05% | +0.371% |
| AXP American Express Company | 606 | $204,980 | $203,767.5 | - | -$1,212.5 | -0.59% | -0.376% |
| AZZ Azz Inc. | 14,000 | $1.45M | $2.03M | - | $576,730 | 39.79% | -0.166% |
| B BARRICK MINING CORP Common Stock (ABR0) | 6,388 | $209,335 | $234,631.24 | - | $25,296.24 | 12.08% | -2.573% |
| BA Boeing Company | 1,443 | $312,366 | $311,890.02 | - | -$475.98 | -0.15% | -2.155% |
| BAB Invesco Taxable Municipal Bond ETF | 10,210 | $268,916.84 | $268,318.8 | - | -$598.04 | -0.22% | -0.341% |
| BAC Bank of America Corporation | 4,821 | $249,216.54 | $298,660.95 | - | $49,444.41 | 19.84% | +0.356% |
| BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L) | 75,759 | $5.7M | $5.72M | - | $21,478 | 0.38% | -0.198% |
| BNY BlackRock New York Municipal Income Trust | 7,339 | $566,669.26 | $1.15M | - | $580,636.61 | 102.46% | +0.16% |
| BOND PIMCO Active Bond Exchange-Traded Fund | 8,920 | $813,388.28 | $807,170.8 | - | -$6,217.48 | -0.76% | -0.33% |
| BRK-B Berkshire Hathaway Inc. | 1,704 | $776,344.82 | $871,664.16 | - | $95,319.34 | 12.28% | +0.365% |
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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 - $495,815.72, Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L) - $362,884.69, Dimensional International Core Equity Market ETF - $360,497.88, FT Vest U.S. Small Cap Moderate Fund - $346,278, and Janus Henderson AAA CLO ETF - $292,904.83. 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 - $139,215.01, Dimensional US Targeted Value ETF - $106,788.61, and Intuit Inc - $100,654.22. 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 $3.61M earned over time. The largest contributors to dividend income include Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L) - $336,922.88, Janus Henderson AAA CLO ETF - $293,124.28, Dimensional International Core Equity Market ETF - $272,736.48, SPDR Bloomberg Short Term High Yield Bond ETF - $267,302.98, and Janus Henderson Mortgage-Backed Securities ETF - $180,280.96. 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.
