SU
Scott Ungar Portfolio
Invests via BlackDiamond Wealth Management LLC | Managed by Scott Ungar, Sean Merideth Hollitz, Laurence Edward Greenwald, Kenneth E. Nuttall, Kevin Gregg DeRosa, Jorge Luis Pizarro Jr.
Invests via BlackDiamond Wealth Management LLC
Managed by Scott Ungar, Sean Merideth Hollitz, Laurence Edward Greenwald, Kenneth E. Nuttall, Kevin Gregg DeRosa, Jorge Luis Pizarro Jr.
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Scott Ungar Profile
Scott Ungar has established a significant presence in the financial services landscape, drawing on extensive experience in advisory roles and investment management. Known for his adept leadership within various sectors, he actively engages with growth-oriented ventures that seek innovative solutions to capitalize on market opportunities. His entrepreneurial acumen complements a deep understanding of capital markets, positioning him as an invaluable asset to startups and established firms alike. With a reputation for fostering strategic partnerships and driving value creation, Ungar plays a pivotal role in shaping the investment strategies of diverse portfolios.
Scott Ungar has established a significant presence in the financial services landscape, drawing on extensive experience in advisory roles and investment management. Known for his adept leadership within various sectors, he actively engages with growth-oriented ventures that seek innovative solutions to capitalize on market opportunities. His entrepreneurial acumen complements a deep understanding of capital markets, positioning him as an invaluable asset to startups and established firms alike. With a reputation for fostering strategic partnerships and driving value creation, Ungar plays a pivotal role in shaping the investment strategies of diverse portfolios.
Investment Philosophy & Strategy
In today's dynamic investment landscape, Scott Ungar embraces an entrepreneurial mindset that prioritizes innovation and strategic foresight. With a profound grasp of capital markets, he identifies compelling opportunities within emerging sectors. His experience in advisory roles equips him to deploy capital intelligently across growth-oriented ventures while cultivating essential partnerships for enhanced value creation. By fostering a collaborative environment, he not only amplifies the potential of startups but also strengthens the competitive edge of established firms. This approach positions him as a forward-thinking investor committed to harnessing market disruptions for long-term success.
In today's dynamic investment landscape, Scott Ungar embraces an entrepreneurial mindset that prioritizes innovation and strategic foresight. With a profound grasp of capital markets, he identifies compelling opportunities within emerging sectors. His experience in advisory roles equips him to deploy capital intelligently across growth-oriented ventures while cultivating essential partnerships for enhanced value creation. By fostering a collaborative environment, he not only amplifies the potential of startups but also strengthens the competitive edge of established firms. This approach positions him as a forward-thinking investor committed to harnessing market disruptions for long-term success.
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:
34.33%
Gain +0.36%
Monthly
0.46%
Yearly
5.71%
Drawdown
11.54%
$215.86M
Equity
Holdings
$215.86M
Investment
$161.71M
$58.98M
Profit +$911,655.31
Realized
$4.83M
Unrealized
$54.15M
Dividends
$13.43M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.36%
Profit
$911,655.31
Win %
76%
This Week
Compared To Last Week
Gain
-1.32%
Profit
-$2.9M
Win %
76%
This Month
Compared to last month
Gain
-1.65%
Profit
-$3.61M
Win %
76%
This Year
Compared to last year
Gain
7.93%
Profit
$15.86M
Win %
76%
RIVN Rivian Automotive, Inc.
+7.85%
+$12,430.58 
INTC Intel Corporation
+6.48%
+$80,522.34 
KLAC KLA Corporation
+5.55%
+$24,344.32 
AMD Advanced Micro Devices, Inc.
+4.73%
+$76,018.56 
ANET Arista Networks, Inc.
+4.38%
+$10,144.85 
QCOM QUALCOMM Incorporated
+4.28%
+$21,040.3 
APP AppLovin Corporation Class A Common Stock
+3.8%
+$10,446.8 
PNBK Patriot National Bancorp Inc.
+3.74%
+$1,750 
GEV GE Vernova Inc.
+3.65%
+$15,608.95 
KEYS Keysight Technologies, Inc.
+3.08%
+$19,423.04 
SCHW Charles Schwab Corporation
+2.73%
+$8,283.66 
NEM Newmont Corporation
+2.69%
+$7,150.97 
AMAT Applied Materials, Inc.
+2.63%
+$19,369.67 
GS The Goldman Sachs Group, Inc.
+2.61%
+$9,102.37 
T AT&T Inc.
+2.48%
+$7,779.93 
VZ Verizon Communications Inc.
+2.46%
+$5,191.73 
JPM JPMorgan Chase & Co.
+2.3%
+$60,965.76 
AXP American Express Company
+2.18%
+$4,093.56 
PM Philip Morris International Inc.
+2.04%
+$8,416.16 
AZ A2Z Cust2Mate Solutions Corp.
+2.02%
+$5,509.32 
LNC Lincoln National Corporation
+1.93%
+$9,045.15 
TSLA Tesla, Inc.
+1.82%
+$34,048.56 
UNP Union Pacific Corporation
+1.65%
+$5,237.7 
WFC Wells Fargo & Company
+1.64%
+$9,027.45 
ACN Accenture plc Class A
+1.64%
+$3,214.02 
GLW Corning Incorporated
+1.62%
+$6,646.64 
PNC The PNC Financial Services Group, Inc.
+1.59%
+$6,393.52 
DE Deere & Company
+1.53%
+$6,670.79 
BAC Bank of America Corporation
+1.5%
+$7,602.8 
CAT Caterpillar Inc.
+1.48%
+$8,764.56 
MET MetLife Inc.
+1.45%
+$9,157.97 
TXN Texas Instruments Inc
+1.35%
+$6,637.02 
BNY BlackRock New York Municipal Income Trust
+1.34%
+$5,859.6 
EIS iShares MSCI Israel ETF
+1.3%
+$4,091.5 
ABBV AbbVie Inc.
+1.3%
+$14,510.87 
SPMO Invesco S&P 500 Momentum ETF
+1.28%
+$21,112.27 
C Citigroup Inc.
+1.27%
+$4,180.73 
LRCX Lam Research Corporation
+1.19%
+$10,348.72 
FR First Industrial Realty Trust Inc.
+1.18%
+$3,927.18 
GRNY Fundstrat Granny Shots US Large Cap ETF
+1.15%
+$24,946.32 
JNJ Johnson & Johnson
+1.07%
+$12,038.55 
FXI iShares China Large-Cap ETF
+1.06%
+$3,041.77 
V Visa Inc. Class A
+1.05%
+$8,887.77 
PPI ASTORIA REAL ASSETS ETF
+1.02%
+$14,755.56 
MPC Marathon Petroleum Corporation
+1.01%
+$3,253.31 
APH Amphenol Corporation
+0.95%
+$2,692.65 
RSST Return Stacked U.S. Stocks & Managed Futures ETF
+0.93%
+$27,484.2 
XLK State Street Technology Select Sector SPDR ETF
+0.92%
+$32,291.09 
OZK Bank OZK
+0.91%
+$2,106.54 
SPEM SPDR Portfolio Emerging Markets ETF
+0.91%
+$6,814.06 
XYL Xylem Inc.
+0.91%
+$1,766.16 
ROE Astoria U.S. Equity Weighted Quality Kings ETF
+0.91%
+$17,870.99 
MCHI iShares MSCI China ETF
+0.9%
+$4,316.41 
PG Procter & Gamble Co
+0.85%
+$6,967.76 
BKNG Booking Holdings Inc.
+0.82%
+$3,172.5 
GE General Electric Company
+0.81%
+$4,152.58 
VWO Vanguard FTSE Emerging Markets ETF
+0.78%
+$30,929.61 
SLV iShares Silver Trust
+0.77%
+$3,764.23 
XLE Energy Select Sector SPDR Fund
+0.77%
+$2,804.12 
CVX Chevron Corporation
+0.75%
+$2,662.78 
XBI SPDR S&P Biotech ETF
+0.75%
+$1,769.98 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.75%
+$3,093.21 
HD The Home Depot, Inc.
+0.73%
+$3,919.58 
UNH UnitedHealth Group Incorporated
+0.72%
+$3,727.92 
QQQM Invesco NASDAQ 100 ETF
+0.72%
+$5,216.4 
MA Mastercard Incorporated
+0.72%
+$4,718.48 
BRK-B Berkshire Hathaway Inc.
+0.69%
+$9,838.98 
CGDV Capital Group Dividend Value ETF
+0.68%
+$35,681.25 
COST Costco Wholesale Corporation
+0.68%
+$19,633.68 
EMR Emerson Electric Co.
+0.66%
+$2,046.39 
MS Morgan Stanley
+0.66%
+$2,580.2 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+0.66%
+$8,399.43 
GSEW Goldman Sachs Equal Weight U.S. Large Cap Equity ETF
+0.65%
+$1,608.69 
WMB The Williams Companies, Inc.
+0.63%
+$2,781.45 
IYW iShares U.S. Technology ETF
+0.62%
+$2,261.75 
EWJ iShares MSCI Japan ETF
+0.62%
+$1,565.22 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.62%
+$38,686 
IEMG iShares Core MSCI Emerging Markets ETF
+0.61%
+$9,345.02 
XLI Industrial Select Sector SPDR Fund
+0.61%
+$2,137.88 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.61%
+$1,558.06 
VGT Vanguard Information Technology ETF
+0.6%
+$2,475.2 
EEM iShares MSCI Emerging Markets ETF
+0.59%
+$2,909.2 
CMI Cummins Inc.
+0.59%
+$4,384.96 
DYNF iShares U.S. Equity Factor Rotation Active ETF
+0.59%
+$26,715.78 
IVV iShares Core S&P 500 ETF
+0.58%
+$2,472.51 
VOO Vanguard S&P 500 ETF
+0.58%
+$10,304.51 
EWU iShares MSCI United Kingdom ETF
+0.58%
+$1,440.45 
SPY SPDR S&P 500 ETF Trust
+0.57%
+$11,852.43 
QYLD Global X Nasdaq 100 Covered Call ETF
+0.56%
+$1,261.2 
HON Honeywell International Inc.
+0.55%
+$1,162.81 
GPIX S&P 500 Core Premium Income Fund
+0.55%
+$1,329 
DFUS Dimensional U.S. Equity Market ETF
+0.55%
+$1,489.84 
AIA iShares Asia 50 ETF
+0.54%
+$2,214.64 
GOOGL Alphabet Inc
+0.53%
+$26,841.23 
RUNN Running Oak Efficient Growth ETF
+0.53%
+$9,773.04 
QUAL iShares MSCI USA Quality Factor ETF
+0.51%
+$13,390.05 
EFV iShares MSCI EAFE Value ETF
+0.48%
+$16,324.42 
AVEM Avantis Emerging Markets Equity ETF
+0.48%
+$6,539.82 
SCHX Schwab U.S. Large-Cap ETF
+0.48%
+$3,641.96 
AVIV Avantis International Large Cap Value ETF
+0.48%
+$1,096.5 
VT Vanguard Total World Stock ETF
+0.46%
+$1,132.56 
AAXJ iShares MSCI All Country Asia ex Japan ETF
+0.46%
+$2,619.54 
CALF Pacer US Small Cap Cash Cows 100 ETF
+0.46%
+$1,327.79 
SPYG SPDR Portfolio S&P 500 Growth ETF
+0.45%
+$1,566.08 
GOOG Alphabet Inc
+0.45%
+$11,545.53 
IXUS iShares Core International Stock ETF
+0.43%
+$1,710.11 
CINF Cincinnati Financial Corporation
+0.42%
+$2,690.9 
WMT Walmart Inc.
+0.41%
+$3,743 
ACWI iShares MSCI ACWI ETF
+0.41%
+$1,148.16 
AGM Federal Agricultural Mortgage Corporation
+0.41%
+$1,220.26 
PEP PepsiCo, Inc.
+0.4%
+$1,420.42 
URTH iShares MSCI World ETF
+0.4%
+$1,496.09 
BMY Bristol-Myers Squibb Company
+0.4%
+$846.45 
GD General Dynamics Corporation
+0.35%
+$1,502.83 
FTF Franklin Limited Duration Income Trust
+0.35%
+$201.82 
AMGN Amgen Inc.
+0.34%
+$1,141.92 
EMTL SPDR Bloomberg Barclays Emerging Markets Local Bond ETF
+0.33%
+$681.66 
BAI iShares A.I. Innovation and Tech Active ETF
+0.33%
+$5,363.36 
WM Waste Management, Inc.
+0.31%
+$1,009.02 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.29%
+$25,789.68 
XOM Exxon Mobil Corporation
+0.29%
+$3,240.55 
HXL Hexcel Corporation
+0.29%
+$661.08 
RISR FolioBeyond Alternative Income and Interest Rate Hedge ETF
+0.26%
+$1,343.49 
IEFA iShares Core MSCI EAFE ETF
+0.23%
+$2,181.52 
RSSY Return Stacked U.S. Stocks & Bonds Yield ETF
+0.22%
+$1,294.64 
JPIB JPMorgan International Bond ETF
+0.19%
+$3,198.42 
NVDA NVIDIA Corporation
+0.18%
+$10,974.57 
EXPD Expeditors International of Washington, Inc.
+0.17%
+$422.8 
PSQO Palmer Square Credit Opportunities ETF
+0.17%
+$3,158.82 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.15%
+$326.65 
MSFT Microsoft Corp.
+0.13%
+$8,090.16 
RY Royal Bank of Canada
+0.12%
+$1,163.5 
FEZ SPDR Euro Stoxx 50 ETF
+0.12%
+$339.84 
BINC iShares Flexible Income Active ETF
+0.12%
+$2,121.06 
CGIE Capital Group International Equity ETF
+0.11%
+$2,592.72 
GLDM SPDR Gold MiniShares Trust
+0.11%
+$3,013.56 
CB Chubb Limited
+0.1%
+$420.58 
IOO iShares Global 100 ETF
+0.1%
+$675.95 
JMST JPMorgan Ultra-Short Municipal Income Fund
+0.1%
+$545.75 
KO The Coca-Cola Company
+0.1%
+$600.72 
MBSF Regan Floating Rate MBS ETF
+0.08%
+$1,552.11 
AGGA Astoria Dynamic Core US Fixed Income ETF
+0.06%
+$852.32 
TJX The TJX Companies, Inc.
+0.06%
+$362.33 
ORCL Oracle Corporation
+0.05%
+$254.85 
MEAR iShares Short Maturity Bond ETF
+0.04%
+$107.54 
XHLF BondBloxx Bloomberg Six Month Target Duration US Treasury ETF
+0.04%
+$243.4 
BOXX Alpha Architect 1-3 Month Boxx Fund
+0.03%
+$919.94 
JAAA Janus Henderson AAA CLO ETF
+0.03%
+$149.32 
JPST JPMorgan Ultra-Short Income ETF
+0.03%
+$79.87 
SGOV iShares 0-3 Month Treasury Bond ETF
+0.03%
+$96.12 
XONE BondBloxx Bloomberg One Year Target Duration US Treasury ETF
+0.02%
+$110.99 
EFG iShares MSCI EAFE Growth ETF
+0.02%
+$110.64 
MCD McDonald's Corporation
+0.01%
+$51.39 
HWM Howmet Aerospace Inc.
+0.01%
+$16.55 
AON Aon plc
0%
+$4.07 
FTAI
0%
$0 
GSY Invesco Ultra Short Duration ETF
0%
$0 
LH
0%
$0 
MBSX Regan Fixed Rate MBS ETF
0%
$0 
USFR WisdomTree Floating Rate Treasury Fund
0%
$0 
ADBE Adobe Inc.
-6.75%
-$13,213.32 
LLY Eli Lilly and Company
-2.41%
-$33,567.95 
PLTR Palantir Technologies Inc.
-2.36%
-$11,602.95 
ABT Abbott Laboratories
-1.68%
-$5,990.17 
AAPL Apple Inc.
-1.52%
-$124,312.5 
MU Micron Technology, Inc.
-1.42%
-$21,632.12 
MRK Merck & Co., Inc.
-1.41%
-$6,351.12 
TMO Thermo Fisher Scientific Inc.
-1.32%
-$2,331.74 
AMZN Amazon.com Inc
-1.21%
-$53,993.86 
CACI Caci International Inc.
-1.17%
-$5,771.92 
NFLX Netflix, Inc.
-1.14%
-$8,130.99 
BA Boeing Company
-1.13%
-$2,078.28 
NYT New York Times Co.
-1.1%
-$3,240.62 
CPRT Copart Inc.
-1.03%
-$2,489.91 
IBM International Business Machines Corporation
-0.97%
-$3,276.1 
AVGO Broadcom Inc.
-0.94%
-$26,621.55 
ITA iShares U.S. Aerospace & Defense ETF
-0.85%
-$13,937.95 
EWY iShares MSCI South Korea ETF
-0.75%
-$4,167.53 
CSCO Cisco Systems, Inc.
-0.6%
-$5,492.52 
EDV Vanguard Extended Duration Treasury ETF
-0.44%
-$4,353.37 
ISRG Intuitive Surgical, Inc.
-0.44%
-$1,100.47 
MRVL Marvell Technology, Inc.
-0.36%
-$2,542.17 
WIW Western Asset Inflation-Linked Opportunities Fund
-0.35%
-$918.72 
RTX RTX Corporation
-0.34%
-$1,151.03 
DIS The Walt Disney Company
-0.3%
-$931.16 
META Meta Platforms Inc Class A
-0.26%
-$6,519.2 
CRM Salesforce Inc
-0.25%
-$809.75 
GILD Gilead Sciences Inc.
-0.22%
-$484.4 
IGV iShares Expanded Tech-Software Sector ETF
-0.18%
-$415.68 
SCHZ Schwab U.S. Aggregate Bond ETF
-0.13%
-$377.43 
CAOS Alpha Architect Tail Risk ETF
-0.12%
-$1,284.47 
LOW Lowe's Companies Inc.
-0.12%
-$196.56 
BND Vanguard Total Bond Market Index Fund
-0.11%
-$310.4 
UCON First Trust TCW Unconstrained Plus Bond ETF
-0.1%
-$3,651.6 
FSMB First Trust Short Duration Managed Municipal ETF
-0.07%
-$154.65 
INTU Intuit Inc.
-0.07%
-$103.32 
IBIT iShares Bitcoin Trust
-0.06%
-$320.66 
RBIL U.S. Treasury Ultra Short TIPs Fund
-0.04%
-$94.21 
CGSD Capital Group Short Duration Income ETF
-0.04%
-$1,088.47 
QDPL Pacer Metaurus US Large Cap Dividend Multiplier 400 ETF
-0.02%
-$1,209.76 Events
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Dividends
Dividend Analysis
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| Trades 2177 | Longs Won 1383/2177 63% | Profit Factor 5.55 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $114,543.65 |
| Average Win $52,028.99 | Best Trade (Jun 12) $2.14M | Sharpe Ratio -10.58 |
| Average Loss -$16,341.08 | Worst Trade (Jun 12) -$349,535.13 | Z-Score 3.27 (99.89%) |
| Commissions $0 | Avg. Trade Length 1y 6m 1w 1d | Expectancy $27,092.92 |
| 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 | 13,158 | 11,842 | 10,526 | 9,211 | 7,895 | 6,579 | 5,263 | 3,947 | 2,632 | 1,316 |
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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