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:
88.64%
Gain +0.03%
Monthly
1.79%
Yearly
23.76%
Drawdown
20.98%
$465.47M
Equity
Holdings
$465.47M
Investment
$297.64M
$179.02M
Profit +$73,143.71
Realized
$11.19M
Unrealized
$167.83M
Dividends
$14.56M
Goals
Avg. 75% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.03%
Profit
$73,143.71
Win %
76%
This Week
Compared To Last Week
Gain
-0.53%
Profit
-$2.47M
Win %
76%
This Month
Compared to last month
Gain
1.22%
Profit
$5.6M
Win %
76%
This Year
Compared to last year
Gain
2.5%
Profit
$11.38M
Win %
75%
NUE Nucor Corporation
+2.66%
+$8,327.1 
GE General Electric Company
+2.29%
+$9,816.95 
C Citigroup Inc.
+2.19%
+$3,853.85 
PM Philip Morris International Inc.
+2.09%
+$10,817.01 
JPM JPMorgan Chase & Co.
+1.8%
+$27,936.01 
AEM Agnico Eagle Mines Limited
+1.78%
+$20,040 
VMC Vulcan Materials Company
+1.77%
+$14,981.17 
TSLA Tesla, Inc.
+1.67%
+$21,033.42 
BF-B Brown-Forman Corporation
+1.61%
+$3,471.16 
UPS United Parcel Service, Inc.
+1.59%
+$4,391.4 
WFC Wells Fargo & Company
+1.59%
+$3,838.49 
PG Procter & Gamble Co
+1.47%
+$7,385.06 
PEP PepsiCo, Inc.
+1.41%
+$4,012.77 
BA Boeing Company
+1.39%
+$4,063.5 
JNJ Johnson & Johnson
+1.37%
+$34,547.32 
KO The Coca-Cola Company
+1.37%
+$5,620.86 
NEE NextEra Energy, Inc.
+1.37%
+$4,075.92 
MRK Merck & Co., Inc.
+1.3%
+$3,598.56 
LIN Linde plc
+1.3%
+$3,158.93 
MO Altria Group, Inc.
+1.27%
+$2,960.06 
CVX Chevron Corporation
+1.26%
+$3,996.47 
HDV iShares Core High Dividend ETF
+1.18%
+$39,838.75 
IDV iShares International Select Dividend ETF
+1.17%
+$2,637.86 
HD The Home Depot, Inc.
+1.14%
+$8,361.52 
LLY Eli Lilly and Company
+1.12%
+$7,825.71 
BAC Bank of America Corporation
+1.06%
+$2,932.05 
SPGI S&P Global Inc.
+0.98%
+$9,690.25 
DHS WisdomTree U.S. High Dividend Fund
+0.97%
+$4,337.76 
WMT Walmart Inc.
+0.97%
+$6,085.32 
BRK-B Berkshire Hathaway Inc.
+0.93%
+$45,957.1 
AAPL Apple Inc.
+0.9%
+$273,744.24 
IEFA iShares Core MSCI EAFE ETF
+0.85%
+$3,694.35 
GEV GE Vernova Inc.
+0.85%
+$2,584.64 
BRK-A Berkshire Hathaway Inc.
+0.82%
+$6,504.01 
COST Costco Wholesale Corporation
+0.8%
+$3,883.68 
GS The Goldman Sachs Group, Inc.
+0.8%
+$3,064.4 
SCHD Schwab U.S. Dividend Equity ETF
+0.79%
+$133,972.29 
VYMI Vanguard International High Dividend Yield Index Fund
+0.76%
+$9,807.49 
PAVE Global X U.S. Infrastructure Development ETF
+0.74%
+$3,045.51 
XOM Exxon Mobil Corporation
+0.73%
+$7,134.96 
ABBV AbbVie Inc.
+0.72%
+$4,503.87 
V Visa Inc. Class A
+0.72%
+$3,507.5 
FTCS First Trust Capital Strength ETF
+0.7%
+$4,892.1 
VZ Verizon Communications Inc.
+0.69%
+$1,668.96 
WTRG Essential Utilities Inc.
+0.68%
+$2,147.75 
DGRO iShares Core Dividend Growth ETF
+0.66%
+$20,500.48 
KNG Fidelity S&P 500 Dividend Aristocrats ETF
+0.59%
+$1,449.63 
DIS The Walt Disney Company
+0.58%
+$1,894.37 
VYM Vanguard High Dividend Yield ETF
+0.56%
+$192,654 
MA Mastercard Incorporated
+0.52%
+$2,396.79 
VTV Vanguard Value ETF
+0.51%
+$3,703.01 
DLN WisdomTree U.S. LargeCap Dividend Fund
+0.51%
+$9,750.03 
WELL Welltower Inc.
+0.48%
+$1,377.6 
ACWV iShares MSCI Global Minimum Volatility ETF
+0.47%
+$20,255.58 
VIG Vanguard Dividend Appreciation ETF
+0.44%
+$20,060.44 
CAT Caterpillar Inc.
+0.43%
+$1,482.72 
MS Morgan Stanley
+0.41%
+$849.36 
VFQY Vanguard U.S. Quality Factor Fund
+0.41%
+$3,057.97 
FNDB Schwab Fundamental U.S. Broad Market ETF
+0.38%
+$4,710.36 
IXUS iShares Core International Stock ETF
+0.38%
+$7,468.14 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+0.34%
+$27,994.98 
COWZ Pacer US Cash Cows 100 ETF
+0.3%
+$1,932.84 
YUM Yum! Brands, Inc.
+0.29%
+$647.03 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
+0.26%
+$622.72 
VEU Vanguard FTSE All-World ex-US ETF
+0.26%
+$2,958.27 
PRF Invesco FTSE RAFI US 1000 ETF
+0.25%
+$2,099.58 
RSP Invesco S&P 500 Equal Weight ETF
+0.22%
+$4,127.52 
RDVY First Trust Rising Dividend Achievers ETF
+0.19%
+$29,122.65 
BX Blackstone Inc.
+0.18%
+$575.6 
FIXD First Trust TCW Opportunistic Fixed Income Fund
+0.16%
+$792.15 
MCD McDonald's Corporation
+0.15%
+$338.36 
FMB First Trust Managed Municipal Fund
+0.12%
+$1,549.86 
VPLS Vanguard Core-Plus Bond ETF
+0.12%
+$1,009.17 
VO Vanguard Mid-Cap ETF
+0.1%
+$307.68 
PYLD PIMCO Multisector Bond Active ETF
+0.1%
+$3,447.87 
VSDM Vanguard Short-Term Tax-Exempt Bond Fund
+0.09%
+$2,744 
FMHI First Trust Municipal High Income Fund
+0.08%
+$1,017.78 
UCON First Trust TCW Unconstrained Plus Bond ETF
+0.08%
+$4,900.22 
VUSB Vanguard Ultra-Short Bond ETF
+0.08%
+$187.56 
EUSA iShares MSCI USA Equal Weighted ETF
+0.07%
+$1,233.12 
ACWI iShares MSCI ACWI ETF
+0.06%
+$174.5 
VTEB Vanguard Tax-Exempt Bond ETF
+0.05%
+$902 
QUAL iShares MSCI USA Quality Factor ETF
+0.03%
+$4,198.95 
BKNG Booking Holdings Inc.
+0.03%
+$59.4 
IJH iShares Core S&P Mid-Cap ETF
+0.02%
+$63.54 
SKYT SkyWater Technology, Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
STX Seagate Technology Holdings plc
-4.9%
-$29,867.47 
ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB)
-4.68%
-$84,850.71 
SNDK SanDisk Corporation
-4.25%
-$5,690.88 
PANW Palo Alto Networks, Inc.
-3.97%
-$163,543.66 
MU Micron Technology, Inc.
-3.68%
-$25,132.15 
CRWD CrowdStrike Holdings, Inc.
-3.64%
-$12,972.97 
AMD Advanced Micro Devices, Inc.
-2.98%
-$19,423.51 
CGEN Compugen Ltd.
-2.64%
-$563.48 
INTC Intel Corporation
-2.59%
-$6,298.5 
LRCX Lam Research Corporation
-2.37%
-$9,584.89 
NFLX Netflix, Inc.
-2.16%
-$4,819.9 
PLTR Palantir Technologies Inc.
-2.16%
-$8,196.69 
UNH UnitedHealth Group Incorporated
-1.96%
-$7,243.61 
DELL Dell Technologies Inc.
-1.95%
-$5,214.19 
SOXX iShares Semiconductor ETF
-1.89%
-$29,109.76 
QCOM QUALCOMM Incorporated
-1.8%
-$4,375.97 
ORCL Oracle Corporation
-1.8%
-$7,729.48 
AVGO Broadcom Inc.
-1.78%
-$37,270.74 
AMAT Applied Materials, Inc.
-1.74%
-$3,289.86 
META Meta Platforms Inc Class A
-1.71%
-$30,830.18 
CRMD CorMedix Inc.
-1.68%
-$2,000 
COWG Pacer U.S. Large Cap Cash Cows Growth ETF
-1.55%
-$5,336.37 
SMH VanEck Semiconductor ETF
-1.51%
-$7,640.55 
GOOGL Alphabet Inc
-1.31%
-$36,908.19 
MTUM iShares MSCI USA Momentum Factor ETF
-1.25%
-$13,967.85 
CSCO Cisco Systems, Inc.
-1.24%
-$7,062.48 
APP AppLovin Corporation Class A Common Stock
-1.2%
-$34,633.38 
GOOG Alphabet Inc
-1.18%
-$16,174.18 
VGT Vanguard Information Technology ETF
-1.14%
-$8,280.23 
VFMO Vanguard U.S. Momentum Factor Fund
-1.05%
-$4,196.33 
QQQ Invesco QQQ Trust, Series 1
-0.86%
-$51,558.21 
GPIQ Nasdaq 100 Core Premium Income ETF
-0.76%
-$1,475.76 
CGGR Capital Group Growth ETF
-0.76%
-$4,255.56 
MGK Vanguard Mega Cap Growth ETF
-0.63%
-$2,843.74 
ETN Eaton Corporation plc
-0.59%
-$7,225 
MSFT Microsoft Corp.
-0.56%
-$65,666.5 
VUG Vanguard Growth ETF
-0.55%
-$58,665.74 
AMZN Amazon.com Inc
-0.52%
-$28,459.32 
IUSG iShares Core S&P U.S. Growth ETF
-0.51%
-$10,403.68 
APH Amphenol Corporation
-0.48%
-$1,884.48 
VXF Vanguard Extended Market ETF
-0.37%
-$5,997.82 
NVDA NVIDIA Corporation
-0.34%
-$35,444.52 
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF
-0.28%
-$5,985.9 
IBM International Business Machines Corporation
-0.23%
-$527.35 
IBIT iShares Bitcoin Trust
-0.19%
-$1,007.64 
URI United Rentals, Inc.
-0.17%
-$459.89 
SCHB Schwab U.S. Broad Market ETF
-0.17%
-$55,339.2 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.12%
-$6,796.05 
LRGF iShares U.S. Equity Factor ETF
-0.12%
-$2,480.26 
VV Vanguard Large-Cap Index Fund ETF Shares
-0.12%
-$2,078.58 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.1%
-$99,454.84 
SPY SPDR S&P 500 ETF Trust
-0.1%
-$6,933.07 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.08%
-$197.96 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
-0.07%
-$540.26 
VHT Vanguard Health Care ETF
-0.07%
-$280.59 
VOO Vanguard S&P 500 ETF
-0.07%
-$6,571.13 
IVV iShares Core S&P 500 ETF
-0.06%
-$4,453.23 
IWV ISHARES RUSSELL 3000 ETF
-0.06%
-$144.76 
VGMS Vanguard Multi-Sector Fund
-0.04%
-$1,238.92 
BUFR FT Vestladder Buffer ETF-USD I
-0.01%
-$93.44 
FUMB First Trust Ultra Short Duration Municipal ETF
-0.01%
-$983.67 Events
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Dividends
Dividend Analysis
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| Trades 1249 | Longs Won 934/1249 74% | Profit Factor 52.64 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.3M |
| Average Win $195,382.08 | Best Trade (Oct 16) $38.74M | Sharpe Ratio -14.87 |
| Average Loss -$11,004.45 | Worst Trade (Mar 30) -$272,400 | Z-Score 23.45 (100%) |
| Commissions $0 | Avg. Trade Length 1y 5m | Expectancy $143,331.03 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.02% |
| Consecutive Losing Trades | 41,667 | 37,500 | 33,333 | 29,167 | 25,000 | 20,833 | 16,667 | 12,500 | 8,333 | 4,167 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 88,878 | $15.48M | $30.67M | - | $15.19M | 98.06% | +0.901% |
| ABBV AbbVie Inc. | 2,197 | $451,401.84 | $627,133.65 | - | $175,731.81 | 38.93% | +0.723% |
| ACWI iShares MSCI ACWI ETF | 1,745 | $224,407 | $278,030.85 | - | $53,623.85 | 23.9% | +0.063% |
| ACWV iShares MSCI Global Minimum Volatility ETF | 34,043 | $3.36M | $4.35M | - | $989,464.33 | 29.43% | +0.468% |
| AEM Agnico Eagle Mines Limited | 6,000 | $390,240 | $1.15M | - | $755,160 | 193.51% | +1.781% |
| ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB) | 6,005 | $733,662.23 | $1.73M | - | $994,877.02 | 135.6% | -4.679% |
| AMAT Applied Materials, Inc. | 441 | $318,843 | $186,344.55 | - | -$132,498.45 | -41.56% | -1.735% |
| AMD Advanced Micro Devices, Inc. | 1,161 | $253,433.05 | $633,325.5 | - | $379,892.45 | 149.9% | -2.976% |
| AMZN Amazon.com Inc | 21,318 | $2.86M | $5.4M | - | $2.55M | 89.13% | -0.524% |
| APH Amphenol Corporation | 4,832 | $212,994.56 | $391,875.2 | - | $178,880.64 | 83.98% | -0.479% |
| APP AppLovin Corporation Class A Common Stock | 10,314 | $457,575.7 | $2.85M | - | $2.39M | 521.97% | -1.202% |
| AVGO Broadcom Inc. | 6,090 | $1.11M | $2.06M | - | $954,184.15 | 86.31% | -1.777% |
| BA Boeing Company | 1,548 | $297,381.8 | $296,217.54 | - | -$1,164.26 | -0.39% | +1.391% |
| BAC Bank of America Corporation | 5,331 | $253,169.63 | $278,544.75 | - | $25,375.12 | 10.02% | +1.064% |
| BF-B Brown-Forman Corporation | 7,546 | $201,102 | $219,135.84 | - | $18,033.84 | 8.97% | +1.61% |
| BKNG Booking Holdings Inc. | 1,188 | $199,402.94 | $197,029.8 | - | -$2,373.14 | -1.19% | +0.03% |
| BRK-A Berkshire Hathaway Inc. | 1 | $718,140 | $795,990 | - | $77,850 | 10.84% | +0.824% |
| BRK-B Berkshire Hathaway Inc. | 9,379 | $3.57M | $4.98M | - | $1.4M | 39.33% | +0.932% |
| BUFR FT Vestladder Buffer ETF-USD I | 18,689 | $625,058.52 | $706,350.75 | - | $81,292.23 | 13.01% | -0.013% |
| BX Blackstone Inc. | 2,878 | $381,014.55 | $314,853.2 | - | -$66,161.35 | -17.36% | +0.183% |
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FAQ
Which stocks have generated the highest profits for Jon Greer?
The largest contributions to the portfolio's profits come from the following stocks: VANGUARD TOTAL STOCK MKT ETF - $3.36M, Vanguard High Dividend Yield ETF - $2.93M, Apple Inc - $2.14M, AppLovin Corporation Class A Common Stock - $1.35M, and Strategy Inc - $1.22M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: New Fortress Energy Inc - $272,400, Brown-Forman Corporation - $166,901.56, Advanced Micro Devices, Inc - $125,957.93, McDonald's Corporation - $113,717.25, and United Rentals, Inc - $98,235.4. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Jon Greer's portfolio generate?
The portfolio generates substantial dividend income, with a total of $14.56M earned over time. The largest contributors to dividend income include VANGUARD TOTAL STOCK MKT ETF - $3.01M, Vanguard High Dividend Yield ETF - $2.32M, Schwab U.S. Dividend Equity ETF - $1.14M, First Trust TCW Unconstrained Plus Bond ETF - $797,193.13, and Vanguard Total International Stock Index Fund Investor Shares - $506,823.76. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Jon Greer's monthly returns?
Jon Greer's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Jon Greer's strategy be considered aggressive or moderate?
Jon Greer's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Jon Greer's strategy?
Jon Greer's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
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