SMP
Sotirios Mike Pappas Portfolio
Invests via Mystic Asset Management Inc. | Managed by Sotirios Mike Pappas, David W. Allaire
Invests via Mystic Asset Management Inc.
Managed by Sotirios Mike Pappas, David W. Allaire
Automatically Tracked
Sotirios Mike Pappas Profile
Sotirios Mike Pappas is an accomplished operating executive with a strong record in technology and infrastructure sectors. His leadership extends across numerous high-growth organizations where he has focused on operational excellence and strategic expansion. Pappas has effectively spearheaded initiatives that drive both innovation and market penetration, significantly enhancing business outcomes. Renowned for his acumen in aligning diverse teams towards common goals, he plays a pivotal role in navigating competitive landscapes to foster sustained growth. With educational roots from prestigious institutions, his extensive experience equips him as a notable figure in shaping industry standards.
Sotirios Mike Pappas is an accomplished operating executive with a strong record in technology and infrastructure sectors. His leadership extends across numerous high-growth organizations where he has focused on operational excellence and strategic expansion. Pappas has effectively spearheaded initiatives that drive both innovation and market penetration, significantly enhancing business outcomes. Renowned for his acumen in aligning diverse teams towards common goals, he plays a pivotal role in navigating competitive landscapes to foster sustained growth. With educational roots from prestigious institutions, his extensive experience equips him as a notable figure in shaping industry standards.
Investment Philosophy & Strategy
Operating within the dynamic technology sector, Sotirios Mike Pappas champions a transformative approach to capital deployment and innovation. His extensive background empowers him to identify high-impact growth opportunities that align with emerging market demands. Strategic expansion is paramount in his framework, where leveraging operational excellence positions enterprises for competitive advantage. By fostering synergy among diverse teams, he cultivates an environment conducive to innovative solutions and robust performance metrics. Through a deliberate focus on aligning organizational objectives with industry trends, Pappas drives initiatives that not only enhance productivity but also establish strong market presence.
Operating within the dynamic technology sector, Sotirios Mike Pappas champions a transformative approach to capital deployment and innovation. His extensive background empowers him to identify high-impact growth opportunities that align with emerging market demands. Strategic expansion is paramount in his framework, where leveraging operational excellence positions enterprises for competitive advantage. By fostering synergy among diverse teams, he cultivates an environment conducive to innovative solutions and robust performance metrics. Through a deliberate focus on aligning organizational objectives with industry trends, Pappas drives initiatives that not only enhance productivity but also establish strong market presence.
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:
39.67%
Gain +0.4%
Monthly
0.51%
Yearly
6.31%
Drawdown
19.22%
$470.94M
Equity
Holdings
$470.94M
Investment
$319.84M
$148.18M
Profit +$2.36M
Realized
-$2.91M
Unrealized
$151.09M
Dividends
$21.64M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
0.4%
Profit
$2.36M
Win %
78%
This Week
Compared To Last Week
Gain
-0.94%
Profit
-$4.47M
Win %
78%
This Month
Compared to last month
Gain
-0.78%
Profit
-$3.69M
Win %
78%
This Year
Compared to last year
Gain
8.23%
Profit
$35.81M
Win %
78%
ARM Arm Holdings plc American Depositary Receipt
+11.25%
+$72,572.48 
ALB Albemarle Corporation
+7.13%
+$70,648.2 
INTC Intel Corporation
+6.48%
+$402,702.66 
QCOM QUALCOMM Incorporated
+4.28%
+$10,190.31 
GEV GE Vernova Inc.
+3.65%
+$77,812.77 
KEYS Keysight Technologies, Inc.
+3.12%
+$17,395.56 
FCX Freeport-McMoRan Inc.
+3.1%
+$31,390.12 
HPE Hewlett Packard Enterprise Company
+2.95%
+$13,784.82 
SCHW Charles Schwab Corporation
+2.73%
+$29,214.24 
WASH Washington Trust Bancorp Inc.
+2.63%
+$8,234.92 
GS The Goldman Sachs Group, Inc.
+2.61%
+$128,528.31 
NDAQ Nasdaq, Inc.
+2.58%
+$6,970.88 
T AT&T Inc.
+2.48%
+$10,548.99 
VZ Verizon Communications Inc.
+2.46%
+$7,657.65 
JPM JPMorgan Chase & Co.
+2.3%
+$320,019.72 
IBKR Interactive Brokers Group Inc.
+2.23%
+$55,836 
AXP American Express Company
+2.18%
+$33,151.55 
SYK Stryker Corporation
+2.11%
+$102,978.7 
WY Weyerhaeuser Company
+2.1%
+$6,548.91 
PM Philip Morris International Inc.
+2.04%
+$51,174.08 
GIS General Mills, Inc.
+2.01%
+$8,588.4 
TGT Target Corporation
+1.95%
+$18,601.8 
SPG Simon Property Group, Inc.
+1.93%
+$41,647.72 
TSLA Tesla, Inc.
+1.88%
+$9,193.64 
PRU Prudential Financial, Inc.
+1.87%
+$6,159.05 
KMI Kinder Morgan, Inc.
+1.85%
+$57,623 
FCPT Four Corners Property Trust Inc.
+1.81%
+$6,236.55 
D Dominion Energy, Inc.
+1.81%
+$8,720.58 
MTB M&T Bank Corporation
+1.76%
+$10,335.42 
CFG Citizens Financial Group, Inc.
+1.68%
+$9,858.24 
WELL Welltower Inc.
+1.68%
+$7,465.95 
SMH VanEck Semiconductor ETF
+1.65%
+$35,466.45 
UNP Union Pacific Corporation
+1.65%
+$10,912.98 
WFC Wells Fargo & Company
+1.64%
+$38,272.5 
ACN Accenture plc Class A
+1.63%
+$4,007.64 
STT State Street Corp
+1.63%
+$5,628 
GLW Corning Incorporated
+1.59%
+$51,569.12 
PNC The PNC Financial Services Group, Inc.
+1.58%
+$45,043.83 
BX Blackstone Inc.
+1.57%
+$3,541.6 
OKE ONEOK, Inc.
+1.56%
+$13,931.97 
DE Deere & Company
+1.53%
+$41,934.43 
BAC Bank of America Corporation
+1.52%
+$135,101.4 
AWK American Water Works Company, Inc.
+1.5%
+$3,403.8 
WPC W. P. Carey Inc.
+1.5%
+$5,001.38 
CVS CVS Health Corporation
+1.49%
+$47,380.5 
CAT Caterpillar Inc.
+1.48%
+$135,903.96 
MET MetLife Inc.
+1.45%
+$16,031.21 
AVB AvalonBay Communities, Inc.
+1.44%
+$6,144.6 
COP ConocoPhillips
+1.39%
+$15,340.59 
MCO Moody's Corporation
+1.37%
+$18,820.64 
TXN Texas Instruments Inc
+1.36%
+$11,585.11 
FISV Fiserv, Inc.
+1.36%
+$5,500.8 
ADI Analog Devices, Inc.
+1.35%
+$4,177.5 
BNY BlackRock New York Municipal Income Trust
+1.34%
+$6,503.7 
O Realty Income Corporation
+1.32%
+$28,312.28 
VFH Vanguard Financials ETF (primary ticker: VFH)
+1.31%
+$8,182.93 
NEE NextEra Energy, Inc.
+1.3%
+$25,406.16 
ABBV AbbVie Inc.
+1.3%
+$59,871.18 
C Citigroup Inc.
+1.27%
+$52,454.29 
APD Air Products and Chemicals, Inc.
+1.26%
+$6,678 
XEL Xcel Energy Inc.
+1.21%
+$3,184.4 
DVY iShares Select Dividend ETF
+1.19%
+$4,527.24 
QQQE Direxion NASDAQ-100 Equal Weighted Index Fund
+1.18%
+$18,648.24 
AFL Aflac Inc.
+1.17%
+$19,823.36 
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF
+1.16%
+$6,153.07 
PEG Public Service Enterprise Group Incorporated
+1.16%
+$3,316.04 
ETR Entergy Corporation
+1.11%
+$5,030.06 
ICE Intercontinental Exchange, Inc.
+1.09%
+$14,950.02 
JNJ Johnson & Johnson
+1.07%
+$74,240.7 
NSC Norfolk Southern Corporation
+1.07%
+$6,752.4 
PLD Prologis Inc.
+1.06%
+$2,650.44 
V Visa Inc. Class A
+1.05%
+$38,082.82 
MPC Marathon Petroleum Corporation
+1.03%
+$24,696.2 
IJS iShares S&P Small-Cap 600 Value ETF
+1.02%
+$8,966.66 
EQR Equity Residential
+1.01%
+$4,441.5 
CI The Cigna Group
+1.01%
+$30,318.22 
MPB Mid Penn Bancorp Inc.
+1%
+$4,035.8 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
+0.97%
+$5,289.3 
VO Vanguard Mid-Cap ETF
+0.97%
+$65,437.43 
XLRE The Real Estate Select Sector SPDR Fund
+0.96%
+$4,715.81 
VNQ Vanguard Real Estate ETF
+0.95%
+$13,859.27 
WBS Webster Financial Corporation
+0.94%
+$2,747.58 
HIG The Hartford Insurance Group, Inc.
+0.93%
+$16,762.34 
RSP Invesco S&P 500 Equal Weight ETF
+0.92%
+$4,780.61 
IWM iShares Russell 2000 ETF
+0.9%
+$8,695.78 
OTIS Otis Worldwide Corporation
+0.89%
+$2,218.12 
IJJ iShares S&P Mid-Cap 400 Value ETF
+0.88%
+$8,959.93 
ED Consolidated Edison, Inc.
+0.86%
+$8,210.08 
DEO Diageo plc Sponsored ADR
+0.85%
+$8,493.9 
PG Procter & Gamble Co
+0.85%
+$25,009.64 
GE General Electric Company
+0.81%
+$32,351.28 
VYM Vanguard High Dividend Yield ETF
+0.8%
+$3,645.22 
SO The Southern Company
+0.8%
+$14,940.23 
PSX Phillips 66
+0.79%
+$11,771.12 
VWO Vanguard FTSE Emerging Markets ETF
+0.78%
+$2,705.27 
CVX Chevron Corporation
+0.75%
+$33,350.56 
FE FirstEnergy Corp.
+0.75%
+$2,508.45 
KMB Kimberly-Clark Corporation
+0.75%
+$16,038.28 
SBUX Starbucks Corporation
+0.75%
+$11,169 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.75%
+$2,135.61 
DLR Digital Realty Trust, Inc.
+0.74%
+$6,995.86 
IJH iShares Core S&P Mid-Cap ETF
+0.73%
+$3,521.47 
HD The Home Depot, Inc.
+0.73%
+$38,464.5 
VB Vanguard Small-Cap ETF
+0.73%
+$36,001.58 
MDY SPDR S&P MidCap 400 ETF Trust
+0.73%
+$1,823.65 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
+0.72%
+$3,574.08 
COST Costco Wholesale Corporation
+0.72%
+$1,705.56 
UNH UnitedHealth Group Incorporated
+0.71%
+$17,775.36 
IGM iShares Expanded Tech Sector ETF
+0.71%
+$7,596.96 
MA Mastercard Incorporated
+0.7%
+$14,163.38 
LNT Alliant Energy Corporation
+0.68%
+$2,431.38 
QQQM Invesco NASDAQ 100 ETF
+0.68%
+$6,206.81 
MS Morgan Stanley
+0.66%
+$20,834.8 
DUK Duke Energy Corporation
+0.64%
+$9,415.98 
EMR Emerson Electric Co.
+0.64%
+$3,113.11 
TSM Taiwan Semiconductor Manufacturing Co. Ltd. ADR
+0.64%
+$3,838.62 
QQQ Invesco QQQ Trust, Series 1
+0.62%
+$77,029.12 
CNI Canadian National Railway Company
+0.61%
+$6,480 
VGT Vanguard Information Technology ETF
+0.6%
+$3,152.8 
CMI Cummins Inc.
+0.59%
+$3,850.65 
VOO Vanguard S&P 500 ETF
+0.58%
+$8,771.8 
SPY SPDR S&P 500 ETF Trust
+0.57%
+$1,746.99 
VIG Vanguard Dividend Appreciation ETF
+0.57%
+$9,746.24 
GOOGL Alphabet Inc
+0.56%
+$59,516.3 
HON Honeywell International Inc.
+0.55%
+$13,006.29 
MDYG SPDR S&P 400 Mid Cap Growth ETF
+0.52%
+$3,933.03 
EIPI FT Energy Income Partners Enhanced Income ETF
+0.5%
+$8,561.38 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.49%
+$9,662.4 
MSI Motorola Solutions, Inc.
+0.47%
+$1,520.95 
GOOG Alphabet Inc
+0.46%
+$29,803.72 
WMT Walmart Inc.
+0.45%
+$15,777.75 
PGR Progressive Corporation
+0.43%
+$1,021.69 
CSX CSX Corporation
+0.43%
+$5,029.27 
VIS Vanguard Industrials ETF
+0.42%
+$1,836.01 
ROK Rockwell Automation, Inc.
+0.41%
+$4,461.24 
PEP PepsiCo, Inc.
+0.4%
+$13,885.78 
BMY Bristol-Myers Squibb Company
+0.4%
+$4,794.3 
NGG National Grid plc Sponsored ADR
+0.39%
+$3,113.6 
NBB Nuveen Taxable Municipal Income Fund
+0.38%
+$645 
ES Eversource Energy
+0.38%
+$4,833.14 
GD General Dynamics Corporation
+0.35%
+$13,158.63 
AME Ametek Inc.
+0.34%
+$4,134 
AMGN Amgen Inc.
+0.34%
+$1,561.6 
SLB Schlumberger Limited
+0.31%
+$1,796.72 
DRI Darden Restaurants, Inc.
+0.31%
+$7,590.05 
WM Waste Management, Inc.
+0.29%
+$13,181.65 
MMM 3M Company
+0.29%
+$3,828.12 
XOM Exxon Mobil Corporation
+0.29%
+$18,440.32 
NMCO Nuveen Municipal Credit Opportunities Fund
+0.28%
+$570 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.28%
+$1,050.24 
CARR Carrier Global Corporation
+0.24%
+$766.53 
MGK Vanguard Mega Cap Growth ETF
+0.24%
+$840 
ADP Automatic Data Processing Inc.
+0.23%
+$4,435.47 
VUG Vanguard Growth ETF
+0.22%
+$1,012.32 
TRV The Travelers Companies, Inc.
+0.21%
+$456.13 
NVDA NVIDIA Corporation
+0.18%
+$38,552.15 
PFE Pfizer Inc.
+0.15%
+$7,187.04 
MSFT Microsoft Corp.
+0.13%
+$26,314.08 
LVS Las Vegas Sands Corp.
+0.1%
+$744.2 
BABA Alibaba Group Holding Limited SP ADR
+0.1%
+$1,810.82 
KO The Coca-Cola Company
+0.1%
+$1,551.84 
IAU iShares Gold Trust
+0.09%
+$255.22 
BXP Boston Properties, Inc.
+0.07%
+$295.55 
CL Colgate-Palmolive Company
+0.07%
+$1,581.84 
ORCL Oracle Corporation
+0.05%
+$353.03 
TJX The TJX Companies, Inc.
+0.05%
+$184.64 
HWM Howmet Aerospace Inc.
+0.01%
+$37.74 
MCD McDonald's Corporation
+0.01%
+$278.56 
BR Broadridge Financial Solutions, Inc.
0%
$0 
HOLX Hologic Inc.
0%
$0 
KMPH KemPharm, Inc.
0%
$0 
LYV
0%
$0 
MQT BlackRock MuniYield Quality Fund II, Inc.
0%
$0 
SNOW
0%
$0 
TDBKF Toronto Dominion Bank (ON)
0%
$0 
XPO
0%
$0 
SUPN Supernus Pharmaceuticals Inc.
-2.5%
-$29,298 
LLY Eli Lilly and Company
-2.41%
-$72,962.42 
NKE Nike, Inc. - Class B
-2.33%
-$4,089.54 
BIO Bio-Rad Laboratories Inc.
-2.25%
-$5,926.5 
ZTS Zoetis Inc.
-2.25%
-$17,355.72 
IIPR Innovative Industrial Properties Inc.
-2.14%
-$7,813.08 
ABT Abbott Laboratories
-1.68%
-$38,453.66 
LMT Lockheed Martin Corporation
-1.54%
-$41,388.05 
AAPL Apple Inc.
-1.52%
-$502,591.5 
CLX The Clorox Company
-1.49%
-$15,820.56 
MRK Merck & Co., Inc.
-1.41%
-$41,634.39 
AMZN Amazon.com Inc
-1.21%
-$93,560.44 
AMT American Tower Corporation
-1.19%
-$3,649.9 
BA Boeing Company
-1.13%
-$57,649.68 
IBM International Business Machines Corporation
-0.97%
-$53,223.98 
AVGO Broadcom Inc.
-0.94%
-$172,193.02 
NEA Nuveen AMT-Free Quality Municipal Income Fund
-0.77%
-$2,849.94 
PHM PulteGroup Inc.
-0.67%
-$3,278.5 
CSCO Cisco Systems, Inc.
-0.6%
-$29,173.72 
MDLZ Mondelez International, Inc.
-0.58%
-$4,159.91 
NVS Novartis AG Sponsored ADR
-0.57%
-$8,156.72 
ETN Eaton Corporation plc
-0.55%
-$41,067.03 
SYY Sysco Corporation
-0.54%
-$4,125.85 
UPS United Parcel Service, Inc.
-0.52%
-$1,140.73 
YETI FNCL Series 2007 Other Floating Rate Instrument
-0.47%
-$4,560 
WYNN Wynn Resorts, Limited
-0.45%
-$5,996.64 
HAL Halliburton Company
-0.44%
-$2,093.18 
XLC Communication Services Select Sector SPDR Fund
-0.41%
-$3,069 
RBLX Roblox Corporation
-0.4%
-$1,072.75 
CBOE Cboe Global Markets Inc.
-0.37%
-$1,470.74 
RTX RTX Corporation
-0.34%
-$26,277.09 
DIS The Walt Disney Company
-0.3%
-$1,120.87 
NVG Nuveen AMT-Free Municipal Credit Income Fund of Beneficial Interest
-0.28%
-$490 
GXO GXO Logistics Inc.
-0.24%
-$1,220.16 
META Meta Platforms Inc Class A
-0.23%
-$22,375.43 
MDT Medtronic plc
-0.21%
-$476.68 
GILD Gilead Sciences Inc.
-0.21%
-$436.54 
AAT American Assets Trust, Inc.
-0.16%
-$550.4 
NVO Novo Nordisk A/S Sponsored ADR
-0.16%
-$896 
VHT Vanguard Health Care ETF
-0.13%
-$791.04 
LOW Lowe's Companies Inc.
-0.12%
-$4,516.25 
VRTX Vertex Pharmaceuticals Incorporated
-0.03%
-$230 
QQQJ Invesco NASDAQ Next Gen 100 ETF
-0.02%
-$137.65 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 2676 | Longs Won 1551/2676 57% | Profit Factor 6.76 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $490,487.74 |
| Average Win $112,129.64 | Best Trade (Jun 12) $15.43M | Sharpe Ratio -6.94 |
| Average Loss -$22,871.55 | Worst Trade (Jun 10) -$1.48M | Z-Score 7.44 (100%) |
| Commissions $0 | Avg. Trade Length 1y 10m 2w | Expectancy $55,374.66 |
| 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 | 20,408 | 18,367 | 16,327 | 14,286 | 12,245 | 10,204 | 8,163 | 6,122 | 4,082 | 2,041 |
Hover over the desired column for a detailed explanation.
Returns
Overall, MonthlyNo Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
