Jon Greer Portfolio
Invests via GSG Advisors LLC | Managed by Jon Greer, Christopher M. Greer, Joseph E. Scocca
Invests via GSG Advisors LLC
Managed by Jon Greer, Christopher M. Greer, Joseph E. Scocca
Automatically Tracked
Jon Greer Profile
Seasoned investor and operator focused on growth-stage software and fintech businesses. Jon Greer is known for leading commercial strategy, scaling go-to-market teams and advising CEOs on capital markets readiness. He combines operating experience with venture and growth equity deal work, emphasizing unit economics, ARR expansion and path-to-profitability. Relevant background includes senior roles at high-growth technology firms and board seats for mid-market SaaS companies.
Seasoned investor and operator focused on growth-stage software and fintech businesses. Jon Greer is known for leading commercial strategy, scaling go-to-market teams and advising CEOs on capital markets readiness. He combines operating experience with venture and growth equity deal work, emphasizing unit economics, ARR expansion and path-to-profitability. Relevant background includes senior roles at high-growth technology firms and board seats for mid-market SaaS companies.
Investment Philosophy & Strategy
Focuses capital on growth-stage software and fintech companies where commercial motion can be scaled to drive durable ARR expansion and improving unit economics. Prefers equity investments with operational upside, partnering with founders to optimize go-to-market, pricing and sales efficiency while steering capital markets readiness and board governance. Investment horizon is medium-term growth-to-profitability, with disciplined underwriting emphasizing revenue quality, margin expansion and clear exit paths through IPO or strategic sale.
Focuses capital on growth-stage software and fintech companies where commercial motion can be scaled to drive durable ARR expansion and improving unit economics. Prefers equity investments with operational upside, partnering with founders to optimize go-to-market, pricing and sales efficiency while steering capital markets readiness and board governance. Investment horizon is medium-term growth-to-profitability, with disciplined underwriting emphasizing revenue quality, margin expansion and clear exit paths through IPO or strategic sale.
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:
4.23%
Gain
Monthly
0.12%
Yearly
1.49%
Drawdown
44.67%
$442.75M
Equity
Holdings
$442.75M
Investment
$280.08M
$171.41M
Profit -$881,426.73
Realized
$8.75M
Unrealized
$162.67M
Dividends
$13.24M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$881,426.73
Win %
83%
This Week
Compared To Last Week
Gain
-0.18%
Profit
-$779,810.81
Win %
83%
This Month
Compared to last month
Gain
0.91%
Profit
$3.98M
Win %
83%
This Year
Compared to last year
Gain
15%
Profit
$57.76M
Win %
82%
MRK Merck & Co., Inc.
+3.42%
+$8,061.3 
WTRG Essential Utilities Inc.
+3.36%
+$9,956.48 
CRM Salesforce Inc
+3.3%
+$6,292.41 
UPS United Parcel Service, Inc.
+3.28%
+$10,249 
UNH UnitedHealth Group Incorporated
+3.23%
+$11,129.88 
ABBV AbbVie Inc.
+3.1%
+$16,358.77 
VZ Verizon Communications Inc.
+2.95%
+$7,157.37 
PM Philip Morris International Inc.
+2.88%
+$14,027.48 
MCD McDonald's Corporation
+2.83%
+$7,205.38 
WELL Welltower Inc.
+2.81%
+$6,861.76 
T AT&T Inc.
+2.73%
+$4,283.37 
PEP PepsiCo, Inc.
+2.64%
+$7,811.56 
IBM International Business Machines Corporation
+2.51%
+$4,816.18 
MO Altria Group, Inc.
+2.5%
+$5,461.28 
COST Costco Wholesale Corporation
+2.48%
+$11,595.02 
KO The Coca-Cola Company
+2.4%
+$9,001.08 
SPGI S&P Global Inc.
+2.34%
+$24,879.9 
MA Mastercard Incorporated
+2.21%
+$8,508.3 
HDV iShares Core High Dividend ETF
+2.21%
+$71,153.45 
WMT Walmart Inc.
+2.18%
+$13,323.1 
SCHD Schwab U.S. Dividend Equity ETF
+2.06%
+$326,860.14 
V Visa Inc. Class A
+1.84%
+$7,550.16 
DIS The Walt Disney Company
+1.81%
+$5,345.12 
KNG Fidelity S&P 500 Dividend Aristocrats ETF
+1.8%
+$4,075.22 
HD The Home Depot, Inc.
+1.78%
+$14,184.62 
PG Procter & Gamble Co
+1.77%
+$9,631.01 
DHS WisdomTree U.S. High Dividend Fund
+1.72%
+$8,776.9 
VHT Vanguard Health Care ETF
+1.63%
+$5,832.68 
MSFT Microsoft Corp.
+1.59%
+$140,472.35 
FTCS First Trust Capital Strength ETF
+1.47%
+$13,687.3 
COWZ Pacer US Cash Cows 100 ETF
+1.45%
+$8,438.77 
LLY Eli Lilly and Company
+1.27%
+$7,559.4 
CVX Chevron Corporation
+1.26%
+$3,429.12 
XOM Exxon Mobil Corporation
+1.02%
+$8,342.76 
DGRO iShares Core Dividend Growth ETF
+0.97%
+$30,055.53 
JNJ Johnson & Johnson
+0.96%
+$22,505.52 
AAPL Apple Inc.
+0.9%
+$281,403.06 
WFC Wells Fargo & Company
+0.82%
+$2,082.08 
VMC Vulcan Materials Company
+0.74%
+$7,136.9 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
+0.73%
+$1,845.92 
RSP Invesco S&P 500 Equal Weight ETF
+0.65%
+$11,310.43 
VFQY Vanguard U.S. Quality Factor Fund
+0.64%
+$4,657.29 
ACWV iShares MSCI Global Minimum Volatility ETF
+0.63%
+$25,413.64 
VIG Vanguard Dividend Appreciation ETF
+0.54%
+$23,997.92 
BX Blackstone Inc.
+0.52%
+$1,917.48 
EUSA iShares MSCI USA Equal Weighted ETF
+0.48%
+$7,909.55 
NFLX Netflix, Inc.
+0.47%
+$1,135.4 
FNDB Schwab Fundamental U.S. Broad Market ETF
+0.47%
+$6,218.61 
LIN Linde plc
+0.41%
+$1,035.84 
DLN WisdomTree U.S. LargeCap Dividend Fund
+0.36%
+$6,852.56 
VYM Vanguard High Dividend Yield ETF
+0.35%
+$120,217.87 
QUAL iShares MSCI USA Quality Factor ETF
+0.34%
+$45,372 
AMZN Amazon.com Inc
+0.33%
+$21,587.16 
VTV Vanguard Value ETF
+0.32%
+$2,282.7 
PRF Invesco FTSE RAFI US 1000 ETF
+0.28%
+$2,318.64 
IJH iShares Core S&P Mid-Cap ETF
+0.25%
+$803.32 
GOOG Alphabet Inc
+0.12%
+$1,828.08 
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF
+0.12%
+$2,512.06 
GOOGL Alphabet Inc
+0.11%
+$3,281.97 
BRK-B Berkshire Hathaway Inc.
+0.06%
+$2,729.48 
RDVY First Trust Rising Dividend Achievers ETF
+0.01%
+$945.27 
HIMU
0%
$0 
ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB)
-9.22%
-$243,800.53 
STX Seagate Technology Holdings plc
-9.09%
-$55,865.17 
MU Micron Technology, Inc.
-6.22%
-$39,227.16 
GE General Electric Company
-5.61%
-$25,828.37 
AMD Advanced Micro Devices, Inc.
-5.56%
-$33,692.41 
CRCL Circle Internet Group, Inc.
-5.53%
-$9,403.75 
ETN Eaton Corporation plc
-4.95%
-$61,647.98 
SOXX iShares Semiconductor ETF
-4.62%
-$76,923.6 
LRCX Lam Research Corporation
-4.6%
-$21,401.41 
GS The Goldman Sachs Group, Inc.
-4.57%
-$16,699.56 
ORCL Oracle Corporation
-4.37%
-$18,851.13 
CAT Caterpillar Inc.
-3.77%
-$15,453.76 
SMH VanEck Semiconductor ETF
-3.65%
-$19,576.5 
AVGO Broadcom Inc.
-3.59%
-$83,092.88 
AEM Agnico Eagle Mines Limited
-3.47%
-$29,640 
CSCO Cisco Systems, Inc.
-3.44%
-$19,836.35 
GEV GE Vernova Inc.
-3.13%
-$10,827.27 
MTUM iShares MSCI USA Momentum Factor ETF
-3%
-$34,752.39 
APP AppLovin Corporation Class A Common Stock
-2.98%
-$139,054.92 
NVDA NVIDIA Corporation
-2.5%
-$250,504.56 
VFMO Vanguard U.S. Momentum Factor Fund
-2.42%
-$10,139.63 
VGT Vanguard Information Technology ETF
-2.1%
-$14,783.91 
CRMD CorMedix Inc.
-1.9%
-$2,560 
META Meta Platforms Inc Class A
-1.87%
-$31,313.04 
COWG Pacer U.S. Large Cap Cash Cows Growth ETF
-1.76%
-$5,747.36 
SKYT SkyWater Technology, Inc.
-1.57%
-$10,000 
TSLA Tesla, Inc.
-1.57%
-$20,696.82 
QQQ Invesco QQQ Trust, Series 1
-1.37%
-$79,600.6 
IUSG iShares Core S&P U.S. Growth ETF
-1.19%
-$23,440.72 
PANW Palo Alto Networks, Inc.
-1.18%
-$52,525.84 
IXUS iShares Core International Stock ETF
-1.14%
-$22,030.92 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-1.1%
-$91,940.42 
VEU Vanguard FTSE All-World ex-US ETF
-1.08%
-$12,570.27 
CGGR Capital Group Growth ETF
-1.07%
-$5,416 
IBIT iShares Bitcoin Trust
-1.02%
-$5,016.75 
MGK Vanguard Mega Cap Growth ETF
-0.99%
-$4,340.93 
BKNG Booking Holdings Inc.
-0.96%
-$2,380.59 
VUG Vanguard Growth ETF
-0.93%
-$93,276.75 
BA Boeing Company
-0.86%
-$2,962.08 
IEFA iShares Core MSCI EAFE ETF
-0.77%
-$3,447.75 
ACWI iShares MSCI ACWI ETF
-0.68%
-$1,877.62 
CGEN Compugen Ltd.
-0.64%
-$153.68 
JPM JPMorgan Chase & Co.
-0.51%
-$8,081.77 
LRGF iShares U.S. Equity Factor ETF
-0.46%
-$9,258.75 
VV Vanguard Large-Cap Index Fund ETF Shares
-0.43%
-$7,394.27 
IVV iShares Core S&P 500 ETF
-0.38%
-$25,902.89 
SPY SPDR S&P 500 ETF Trust
-0.38%
-$26,758.48 
VOO Vanguard S&P 500 ETF
-0.37%
-$34,825.01 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.37%
-$19,257.49 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.37%
-$933.24 
SCHB Schwab U.S. Broad Market ETF
-0.36%
-$114,853.93 
VXF Vanguard Extended Market ETF
-0.35%
-$6,263.65 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.35%
-$352,431.87 
VYMI Vanguard International High Dividend Yield Index Fund
-0.34%
-$4,438 
IDV iShares International Select Dividend ETF
-0.34%
-$753.13 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
-0.28%
-$2,000.96 
PLTR Palantir Technologies Inc.
-0.25%
-$680 
NEE NextEra Energy, Inc.
-0.24%
-$830.55 
YUM Yum! Brands, Inc.
-0.22%
-$498.63 
FMHI First Trust Municipal High Income Fund
-0.2%
-$2,667.76 
BUFR FT Vestladder Buffer ETF-USD I
-0.19%
-$570.22 
VO Vanguard Mid-Cap ETF
-0.17%
-$517.86 
FMB First Trust Managed Municipal Fund
-0.15%
-$2,001.01 
PYLD PIMCO Multisector Bond Active ETF
-0.15%
-$4,802.48 
VPLS Vanguard Core-Plus Bond ETF
-0.12%
-$901.62 
VTEB Vanguard Tax-Exempt Bond ETF
-0.12%
-$2,152.32 
PAVE Global X U.S. Infrastructure Development ETF
-0.11%
-$468.54 
FIXD First Trust TCW Opportunistic Fixed Income Fund
-0.1%
-$759.63 
VGMS Vanguard Multi-Sector Fund
-0.1%
-$1,987.8 
NUE Nucor Corporation
-0.08%
-$234.39 
UCON First Trust TCW Unconstrained Plus Bond ETF
-0.06%
-$3,767.04 
FUMB First Trust Ultra Short Duration Municipal ETF
-0.05%
-$164.85 
BRK-A Berkshire Hathaway Inc.
-0.01%
-$69.99 
VUSB Vanguard Ultra-Short Bond ETF
-0.01%
-$24.24 
BAC Bank of America Corporation
-0.01%
-$26.25 Events
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Dividends
Dividend Analysis
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| Trades 1115 | Longs Won 869/1115 77% | Profit Factor 109.48 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.32M |
| Average Win $199,073.1 | Best Trade (Jul 10) $37.2M | Sharpe Ratio -14.26 |
| Average Loss -$6,423.45 | Worst Trade (Jun 29) -$155,103.12 | Z-Score 32.16 (100%) |
| Commissions $0 | Avg. Trade Length 1y 3m 2w 4d | Expectancy $153,734.85 |
| 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% | 0.03% |
| Consecutive Losing Trades | 66,667 | 60,000 | 53,333 | 46,667 | 40,000 | 33,333 | 26,667 | 20,000 | 13,333 | 6,667 |
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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Option values are updated at end of day.
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