Paul Saltaformaggio Portfolio

Invests via Hibernia Wealth Partners LLC | Managed by Paul Saltaformaggio

Invests via Hibernia Wealth Partners LLC

Managed by Paul Saltaformaggio

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Paul Saltaformaggio Profile

With a notable career marked by leadership in financial operations, Paul Saltaformaggio serves as a seasoned operating executive within the corporate landscape. His experience encompasses steering high-stakes projects and fostering strategic partnerships across various sectors. This has culminated in significant contributions to enhancing operational efficiency and market competitiveness for the organizations he has been part of. He is recognized for his ability to bridge technical acumen with management finesse, ensuring that complex financial processes align seamlessly with business objectives. Through these endeavors, he plays a crucial role in shaping competitive advantage and driving sustainable growth within the businesses he engages.

Investment Philosophy & Strategy

A focus on operational enhancement shapes Paul Saltaformaggio's investment philosophy, underscoring a commitment to optimizing corporate value through strategic execution. With his extensive background in managing complex financial processes, he tends to identify opportunities that promise scalability and efficiency gains. This approach aligns with fostering sustainable growth while addressing competitive pressures across sectors. His decisions are informed by a deep understanding of market dynamics and operational metrics, empowering businesses to maximize their potential for long-term success. As an astute executive, leveraging partnerships remains crucial in navigating the intricacies of today’s business landscape.

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:

19.2%

Gain +0.79%

Monthly

0.54%

Yearly

6.7%

Drawdown

8.91%

$359.61M

Equity

Holdings

$359.61M

Investment

$335.23M

$51.97M

Profit +$2.85M

Realized

$27.58M

Unrealized

$24.39M

Dividends

$17.24M

Goals

Avg. 80% completed goals

Yearly

Gain > 5%

2026

60%

Yearly

Gain < 20%

2026

100%

Today

Compared To Yesterday

Gain

0.79%

Profit

$2.85M

Win %

68%

This Week

Compared To Last Week

Gain

0.8%

Profit

$2.85M

Win %

68%

This Month

Compared to last month

Gain

0.05%

Profit

$175,301.84

Win %

68%

This Year

Compared to last year

Gain

3.01%

Profit

$11.03M

Win %

67%

Gainers
Losers

ETHA iShares Ethereum Trust

+9.74%

+$12,732.65

NAK Northern Dynasty Minerals Ltd.

+8.09%

+$2,475

PLTR Palantir Technologies Inc.

+5.07%

+$9,728.51

IBIT iShares Bitcoin Trust

+4.76%

+$21,804.5

ETN Eaton Corporation plc

+4.67%

+$24,189.47

META Meta Platforms Inc Class A

+4.46%

+$20,687.24

HON Honeywell International Inc.

+4.3%

+$19,961.69

SW Smurfit WestRock PLC

+3.91%

+$10,085.25

TSM Taiwan Semiconductor Manufacturing Co. Ltd. ADR

+3.8%

+$39,139.38

XLK State Street Technology Select Sector SPDR ETF

+3.76%

+$11,564.8

TT Trane Technologies plc

+3.44%

+$13,095.68

SLV iShares Silver Trust

+3.43%

+$55,738.2

AXP American Express Company

+3.41%

+$18,170.7

AVGO Broadcom Inc.

+3.21%

+$41,808.63

NVDA NVIDIA Corporation

+3.21%

+$36,732.66

QQQ Invesco QQQ Trust, Series 1

+3.08%

+$165,886.27

APH Amphenol Corporation

+2.97%

+$25,573.13

AMZN Amazon.com Inc

+2.96%

+$31,191.97

CAT Caterpillar Inc.

+2.78%

+$17,063.99

GOOGL Alphabet Inc

+2.76%

+$16,080.34

SPYG SPDR Portfolio S&P 500 Growth ETF

+2.72%

+$20,396.52

QQQI Neos NASDAQ-100 High Income ETF

+2.7%

+$14,640.96

ADI Analog Devices, Inc.

+2.69%

+$8,714.47

IAU iShares Gold Trust

+2.61%

+$5,466.87

GLD SPDR Gold Shares

+2.56%

+$230,724.39

NDAQ Nasdaq, Inc.

+2.39%

+$5,574.21

EMGF iShares MSCI Emerging Markets Multifactor ETF

+2.34%

+$42,149.79

MSFT Microsoft Corp.

+2.29%

+$44,226.23

IEMG iShares Core MSCI Emerging Markets ETF

+2.27%

+$7,773.59

UTES Virtus Reaves Utilities ETF

+2.23%

+$5,621.44

VWO Vanguard FTSE Emerging Markets ETF

+2.21%

+$6,285.7

JEPQ JPMorgan Nasdaq Equity Premium Income ETF

+2.15%

+$117,333.35

XLSR SPDR SSGA US Sector Rotation ETF

+2.04%

+$547,237.68

SPEM SPDR Portfolio Emerging Markets ETF

+2%

+$13,841.02

SNTH Mrp Synthequity ETF

+1.77%

+$22,433.34

AAPL Apple Inc.

+1.73%

+$36,282.21

ARW Arrow Electronics Inc.

+1.73%

+$6,358.24

VOO Vanguard S&P 500 ETF

+1.72%

+$7,342.97

SPY SPDR S&P 500 ETF Trust

+1.71%

+$706,692.25

VTI VANGUARD TOTAL STOCK MKT ETF

+1.67%

+$10,126.74

SPHQ Invesco S&P 500 Quality ETF

+1.67%

+$9,419.67

PEP PepsiCo, Inc.

+1.51%

+$2,932.27

IVV iShares Core S&P 500 ETF

+1.47%

+$24,635.85

ITOT iShares Core S&P Total U.S. Stock Market ETF

+1.4%

+$9,085.16

C Citigroup Inc.

+1.35%

+$4,983.93

ARES Ares Management Corporation

+1.33%

+$3,385.82

SPGI S&P Global Inc.

+1.32%

+$4,180.93

VO Vanguard Mid-Cap ETF

+1.31%

+$10,714.2

SPDW SPDR Portfolio Developed World ex-US ETF

+1.18%

+$31,331.49

VEA VANGUARD FTSE DEVELOPED MARKETS ETF

+1.12%

+$5,345.6

BRK-B Berkshire Hathaway Inc.

+0.92%

+$6,582.34

VB Vanguard Small-Cap ETF

+0.8%

+$10,844.2

BUFR FT Vestladder Buffer ETF-USD I

+0.71%

+$255,742.32

EBND SPDR Bloomberg Emerging Markets Local Bond ETF

+0.68%

+$28,199.46

DHR Danaher Corporation

+0.66%

+$1,806.4

GWX SPDR S&P International Small Cap ETF

+0.63%

+$4,028.39

FDX FedEx Corporation

+0.56%

+$1,185.6

VIG Vanguard Dividend Appreciation ETF

+0.56%

+$2,753.52

WEC WEC Energy Group Inc.

+0.55%

+$2,087.54

SMLF iShares U.S. Small-Cap Equity Factor ETF

+0.52%

+$10,362.15

SPYV SPDR Portfolio S&P 500 Value ETF

+0.51%

+$1,253.33

ABT Abbott Laboratories

+0.45%

+$1,078.4

SPMD SPDR Portfolio S&P 400 Mid Cap ETF

+0.45%

+$25,927.5

ZTS Zoetis Inc.

+0.44%

+$595

PG Procter & Gamble Co

+0.42%

+$964.37

MCD McDonald's Corporation

+0.41%

+$2,555.62

IFRA iShares U.S. Infrastructure

+0.41%

+$7,761.69

DSTL Distillate U.S. Fundamental Stability & Value ETF

+0.41%

+$5,790.24

EMHC SPDR Bloomberg Emerging Markets USD Bond ETF

+0.34%

+$10,031.7

DIVO Amplify CWP Enhanced Dividend Income ETF

+0.25%

+$100,094.85

SRLN SPDR Blackstone Senior Loan ETF

+0.24%

+$7,389.86

IJH iShares Core S&P Mid-Cap ETF

+0.22%

+$947.4

NEE NextEra Energy, Inc.

+0.2%

+$1,052.1

USMV iShares MSCI USA Min Vol Factor ETF

+0.19%

+$9,558.92

JNK SPDR Bloomberg High Yield Bond ETF

+0.17%

+$21,915.96

SPSM SPDR Portfolio S&P 600 Small Cap ETF

+0.14%

+$14,700.4

SPTI SPDR Portfolio Intermediate Term Treasury ETF

+0.12%

+$389.92

SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF

+0.12%

+$6,056.14

FISR SPDR SSGA Fixed Income Sector Rotation ETF

+0.08%

+$15,181.42

AGG iShares Core U.S. Aggregate Bond ETF

+0.08%

+$1,047.75

SPMB SPDR Portfolio Mortgage Backed Bond ETF

+0.07%

+$142.75

SPAB SPDR Portfolio Aggregate Bond ETF

+0.06%

+$494.3

SPTL SPDR Portfolio Long Term Treasury ETF

+0.06%

+$186.74

TIPX SPDR Bloomberg 1-10 Year TIPS ETF

+0.05%

+$1,828.67

GOVT iShares U.S. Treasury Bond ETF

+0.04%

+$109.82

GBIL Goldman Sachs Access Treasury 0-1 Year ETF

+0.01%

+$92.12

BILS SPDR Bloomberg 3-12 Month T-Bill ETF

+0.01%

+$844.92

ANTM Anthem Inc

BIL SPDR Bloomberg 1-3 Month T-Bill ETF

VLO Valero Energy Corporation

-3.75%

-$12,953.15

XOM Exxon Mobil Corporation

-3.57%

-$21,944.98

VOD Vodafone Group Public Limited Company American Depositary Receipt

-3.22%

-$9,124.5

CVX Chevron Corporation

-3.2%

-$42,289.4

MRK Merck & Co., Inc.

-3.04%

-$11,369.18

EFAV iShares MSCI EAFE Min Vol Factor ETF

-2.86%

-$22,838.4

ABBV AbbVie Inc.

-2.74%

-$11,684.39

JNJ Johnson & Johnson

-2.48%

-$10,064.34

PAA Plains All American Pipeline, L.P.

-2.47%

-$6,941.94

ACN Accenture plc Class A

-2.44%

-$5,619.1

UNP Union Pacific Corporation

-2.03%

-$6,315.45

MRSH Marsh & McLennan Companies, Inc.

-1.66%

-$4,681.6

PECO Phillips Edison & Company, Inc.

-1.66%

-$6,858.26

CMCSA Comcast Corp

-1.65%

-$2,839.05

IEV iShares Europe ETF

-1.62%

-$19,053.08

SBUX Starbucks Corporation

-1.48%

-$5,628.78

NOC Northrop Grumman Corporation

-1.39%

-$3,792.12

HNST The Honest Company, Inc.

-1.38%

-$626.9

T AT&T Inc.

-1.34%

-$2,868.07

AMT American Tower Corporation

-1.29%

-$3,835.68

PM Philip Morris International Inc.

-1%

-$4,848.4

IEFA iShares Core MSCI EAFE ETF

-0.97%

-$4,579.23

EFA iShares MSCI EAFE ETF

-0.91%

-$2,911.67

TJX The TJX Companies, Inc.

-0.91%

-$5,252.94

CERY SPDR Bloomberg Enhanced Roll Yield Commodity Strategy No K-1 ETF

-0.72%

-$2,269.24

SDOG ALPS Sector Dividend Dogs ETF

-0.41%

-$1,023.72

PLD Prologis Inc.

-0.31%

-$1,427.58

WMT Walmart Inc.

-0.25%

-$1,853.71

MSI Motorola Solutions, Inc.

-0.19%

-$917.28

LOW Lowe's Companies Inc.

-0.15%

-$386.92

MA Mastercard Incorporated

-0.12%

-$679.21

JPM JPMorgan Chase & Co.

-0.1%

-$1,354.32

LIN Linde plc

-0.09%

-$367.21

Events

Dividends

Dividend Analysis

No Data

Trades 1172	Longs Won 552/1172 47%	Profit Factor 14.88
Profitability	Shorts Won 0/0 0%	Standard Deviation $214,359.22
Average Win $100,923.83	Best Trade (Jun 15) $2.58M	Sharpe Ratio -11.2
Average Loss -$6,037.79	Worst Trade (Jun 11) -$324,477.53	Z-Score -16.51 (100%)
Commissions $0	Avg. Trade Length 6m 4d	Expectancy $44,340.04

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	58,824	52,941	47,059	41,176	35,294	29,412	23,529	17,647	11,765	5,882

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Returns

Overall, Monthly

Holdings
History

Positions (122)
Options (0)

Option values are updated at end of day.

No Data

Trades (908)
Options (0)

No Data

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Paul Saltaformaggio Portfolio

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