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:
0%
Gain
Monthly
0%
Yearly
0%
Drawdown
17.92%
$149.85M
Equity
Holdings
$149.85M
Investment
$126.48M
$23.24M
Profit -$833,356.02
Realized
-$124,426.82
Unrealized
$23.37M
Dividends
$3.44M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$833,356.02
Win %
62%
This Week
Compared To Last Week
Gain
-1.03%
Profit
-$1.56M
Win %
62%
This Month
Compared to last month
Gain
-0.46%
Profit
-$692,673.37
Win %
62%
This Year
Compared to last year
Gain
10.4%
Profit
$14.12M
Win %
64%
ASTS AST SpaceMobile, Inc.
+6.09%
+$16,750 
NOC Northrop Grumman Corporation
+2.8%
+$8,369.28 
MRK Merck & Co., Inc.
+2.78%
+$20,270.5 
ABT Abbott Laboratories
+2.43%
+$5,299.2 
CSCO Cisco Systems, Inc.
+2.17%
+$6,234.39 
ABBV AbbVie Inc.
+1.9%
+$11,606.32 
JNJ Johnson & Johnson
+1.87%
+$4,389.8 
LMT Lockheed Martin Corporation
+1.58%
+$3,458.7 
LLY Eli Lilly and Company
+1.56%
+$17,283.36 
XOM Exxon Mobil Corporation
+1.51%
+$3,206.71 
RTX RTX Corporation
+1.37%
+$6,429.22 
GILD Gilead Sciences Inc.
+1.36%
+$2,678.8 
CRWD CrowdStrike Holdings, Inc.
+1.28%
+$8,519.04 
T AT&T Inc.
+1.21%
+$2,235.01 
ED Consolidated Edison, Inc.
+0.97%
+$2,890.68 
HON Honeywell International Inc.
+0.96%
+$1,369.27 
PEG Public Service Enterprise Group Incorporated
+0.94%
+$21,207.75 
TMUS T-Mobile US, Inc.
+0.92%
+$7,221.46 
WFC Wells Fargo & Company
+0.92%
+$2,746.71 
MPC Marathon Petroleum Corporation
+0.91%
+$4,033.12 
NEE NextEra Energy, Inc.
+0.87%
+$1,762.35 
PFE Pfizer Inc.
+0.78%
+$5,706.87 
BRK-B Berkshire Hathaway Inc.
+0.75%
+$6,139.2 
JPM JPMorgan Chase & Co.
+0.64%
+$7,022.4 
SPLV Invesco S&P 500 Low Volatility ETF
+0.61%
+$1,317.41 
PG Procter & Gamble Co
+0.47%
+$1,351.13 
BAC Bank of America Corporation
+0.42%
+$1,291.94 
AAPL Apple Inc.
+0.4%
+$31,896.24 
VTV Vanguard Value ETF
+0.35%
+$1,621.28 
FE FirstEnergy Corp.
+0.34%
+$871.53 
VOE Vanguard Mid-Cap Value ETF
+0.33%
+$10,372 
BAB Invesco Taxable Municipal Bond ETF
+0.29%
+$796.33 
XLI Industrial Select Sector SPDR Fund
+0.28%
+$1,578.45 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
+0.16%
+$9,152.75 
JMBS Janus Henderson Mortgage-Backed Securities ETF
+0.14%
+$5,586.49 
AGGY WisdomTree Yield Enhanced U.S. Aggregate Bond Fund
+0.14%
+$650.1 
BOND PIMCO Active Bond Exchange-Traded Fund
+0.13%
+$1,084.32 
QCJL FT Nasdaq 100 Target Net Buffer ETF - July
+0.12%
+$2,259.69 
SEIX Virtus Seix Senior Loan ETF
+0.11%
+$1,128.87 
LIN Linde plc
+0.07%
+$172.42 
VGSH Vanguard Short-Term Treasury Fund
+0.04%
+$1,565.67 
TFLO iShares Treasury Floating Rate Bond ETF
+0.03%
+$572.94 
JAAA Janus Henderson AAA CLO ETF
+0.02%
+$1,647.99 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.02%
+$163.94 
MINO PIMCO Municipal Income Opportunities Active Exchange-Traded Fund
+0.01%
+$30.55 
MEAR iShares Short Maturity Bond ETF
+0.01%
+$24.75 
SNPS Synopsys, Inc.
-9.65%
-$36,613.85 
META Meta Platforms Inc Class A
-5.24%
-$111,276.08 
AMD Advanced Micro Devices, Inc.
-2.9%
-$73,562.07 
SOXX iShares Semiconductor ETF
-2.72%
-$63,767.85 
TSLA Tesla, Inc.
-2.64%
-$41,247.69 
QCOM QUALCOMM Incorporated
-2.6%
-$21,704.89 
MSFT Microsoft Corp.
-2.49%
-$32,604.63 
PLTR Palantir Technologies Inc.
-2.04%
-$36,178.96 
GOOGL Alphabet Inc
-2.03%
-$10,987.2 
GOOG Alphabet Inc
-2.02%
-$20,812.47 
OWL Blue Owl Capital Inc.
-1.82%
-$2,578.62 
AZZ Azz Inc.
-1.81%
-$38,360 
BNY BlackRock New York Municipal Income Trust
-1.8%
-$21,204.73 
NVDA NVIDIA Corporation
-1.65%
-$34,860.06 
COF Capital One Financial Corporation
-1.6%
-$4,202.4 
TMO Thermo Fisher Scientific Inc.
-1.59%
-$15,743.88 
DIS The Walt Disney Company
-1.57%
-$6,306.95 
TGRW T. Rowe Price Growth Stock ETF
-1.52%
-$54,809.76 
QQQ Invesco QQQ Trust, Series 1
-1.52%
-$41,443.46 
DFAE Dimensional Emerging Core Equity Market ETF
-1.48%
-$4,163.04 
IWF iShares Russell 1000 Growth ETF
-1.47%
-$13,316.1 
XLK State Street Technology Select Sector SPDR ETF
-1.47%
-$31,230.94 
SPYG SPDR Portfolio S&P 500 Growth ETF
-1.37%
-$68,709.06 
CRM Salesforce Inc
-1.2%
-$2,960.1 
INTU Intuit Inc.
-1.15%
-$1,699.27 
SPHQ Invesco S&P 500 Quality ETF
-1.03%
-$60,740.24 
AOS A. O. Smith Corporation
-0.97%
-$11,195.84 
AVDS Avantis International Small Cap Equity ETF
-0.97%
-$2,215.31 
BX Blackstone Inc.
-0.92%
-$2,898.08 
ITW Illinois Tool Works Inc.
-0.85%
-$3,116.13 
SCHB Schwab U.S. Broad Market ETF
-0.74%
-$13,249.87 
DFUS Dimensional U.S. Equity Market ETF
-0.72%
-$3,493.84 
DFAU Dimensional US Core Equity Market ETF
-0.7%
-$14,345.23 
SPY SPDR S&P 500 ETF Trust
-0.69%
-$18,739.68 
VOT Vanguard Mid-Cap Growth ETF
-0.67%
-$19,266.41 
IWN iShares Russell 2000 Value ETF
-0.62%
-$2,003.4 
DUHP Dimensional US High Profitability ETF
-0.56%
-$3,447.45 
VB Vanguard Small-Cap ETF
-0.52%
-$8,354.5 
DFAT Dimensional US Targeted Value ETF
-0.5%
-$30,101.51 
IWM iShares Russell 2000 ETF
-0.49%
-$4,755.97 
FHDG First Trust Exchange-Traded Fund IV - First Trust Horizon Managed Volatility Domestic ETF
-0.48%
-$1,696.91 
SCHF Schwab International Equity ETF
-0.48%
-$3,479.13 
AMZN Amazon.com Inc
-0.48%
-$7,373.24 
DFAI Dimensional International Core Equity Market ETF
-0.43%
-$42,322.86 
DFIC Dimensional International Core Equity Market ETF
-0.43%
-$1,969.6 
PWR Quanta Services Inc.
-0.38%
-$9,917.16 
DJAN FT Vest U.S. Equity Deep Buffer Fund
-0.33%
-$5,588.25 
BWXT Bwx Technologies Inc.
-0.28%
-$490 
HD The Home Depot, Inc.
-0.27%
-$2,391.77 
XLF Financial Select Sector SPDR Fund
-0.26%
-$858.6 
RSP Invesco S&P 500 Equal Weight ETF
-0.25%
-$1,700.26 
EZM WisdomTree U.S. MidCap Fund
-0.23%
-$7,439.6 
YMAR FT VT International Equity Market Fund - Class B
-0.23%
-$989.11 
NAN Nuveen New York Quality Municipal Income Fund
-0.21%
-$1,862.5 
SMAY FT Vest U.S. Small Cap Moderate Fund
-0.19%
-$4,447.46 
OMAH VistaShares Target 15 Berkshire Select Income ETF
-0.18%
-$570.22 
ESOA Energy Services of America Corporation
-0.12%
-$347.64 
RSG Republic Services, Inc.
-0.12%
-$317.03 
B BARRICK MINING CORP Common Stock (ABR0)
-0.09%
-$191.64 
HYG iShares iBoxx $ High Yield Corporate Bond ETF
-0.06%
-$311.81 
JMUB JPMorgan Municipal Bond ETF
-0.05%
-$183.47 
SJNK SPDR Bloomberg Short Term High Yield Bond ETF
-0.02%
-$598.8 Events
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Dividends
Dividend Analysis
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| Trades 548 | Longs Won 316/548 57% | Profit Factor 6.33 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $182,592.81 |
| Average Win $87,350.73 | Best Trade (Jul 17) $2.01M | Sharpe Ratio -13.08 |
| Average Loss -$18,797.23 | Worst Trade (Mar 31) -$452,586.22 | Z-Score -0.27 (21.14%) |
| Commissions $0 | Avg. Trade Length 9m 6d | Expectancy $42,412.18 |
| 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 | 8,000 | 7,200 | 6,400 | 5,600 | 4,800 | 4,000 | 3,200 | 2,400 | 1,600 | 800 |
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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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