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:
89.86%
Gain -0.72%
Monthly
1.85%
Yearly
24.55%
Drawdown
20.98%
$462.87M
Equity
Holdings
$462.87M
Investment
$297.64M
$176.42M
Profit -$2.41M
Realized
$11.19M
Unrealized
$165.23M
Dividends
$13.35M
Goals
Avg. 69.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.72%
Profit
-$2.41M
Win %
78%
This Week
Compared To Last Week
Gain
-0.57%
Profit
-$2.63M
Win %
78%
This Month
Compared to last month
Gain
-0.52%
Profit
-$2.41M
Win %
78%
This Year
Compared to last year
Gain
1.93%
Profit
$8.77M
Win %
77%
CRMD CorMedix Inc.
+14.65%
+$16,640 
SNDK SanDisk Corporation
+13.67%
+$17,646.72 
PLTR Palantir Technologies Inc.
+4.66%
+$15,087.22 
MU Micron Technology, Inc.
+4.23%
+$28,288.37 
TSLA Tesla, Inc.
+3.8%
+$43,176.57 
INTC Intel Corporation
+3.58%
+$9,205.5 
META Meta Platforms Inc Class A
+2.79%
+$39,365.09 
MO Altria Group, Inc.
+1.09%
+$2,204.3 
QCOM QUALCOMM Incorporated
+1.05%
+$2,337.47 
AAPL Apple Inc.
+1%
+$267,522.78 
GOOGL Alphabet Inc
+0.82%
+$22,675.54 
SOXX iShares Semiconductor ETF
+0.76%
+$12,394.16 
SPY SPDR S&P 500 ETF Trust
+0.7%
+$50,843.96 
IWV ISHARES RUSSELL 3000 ETF
+0.62%
+$1,416.59 
PRF Invesco FTSE RAFI US 1000 ETF
+0.61%
+$5,098.98 
YUM Yum! Brands, Inc.
+0.34%
+$741.54 
FMHI First Trust Municipal High Income Fund
+0.24%
+$3,109.16 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+0.21%
+$17,681.04 
BRK-A Berkshire Hathaway Inc.
+0.08%
+$636.61 
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF
0%
+$99.77 
EUSA iShares MSCI USA Equal Weighted ETF
0%
+$61.66 
COWG Pacer U.S. Large Cap Cash Cows Growth ETF
0%
+$1.69 
ABBV AbbVie Inc.
0%
$0 
AEM Agnico Eagle Mines Limited
0%
+$0.06 
AMD Advanced Micro Devices, Inc.
0%
$0 
AMZN Amazon.com Inc
0%
$0 
APH Amphenol Corporation
0%
$0 
APP AppLovin Corporation Class A Common Stock
0%
-$0.1 
AVGO Broadcom Inc.
0%
+$0.07 
BAC Bank of America Corporation
0%
$0 
BKNG Booking Holdings Inc.
0%
+$0.01 
BX Blackstone Inc.
0%
$0 
C Citigroup Inc.
0%
$0 
CAT Caterpillar Inc.
0%
$0 
CGEN Compugen Ltd.
0%
$0 
CRWD CrowdStrike Holdings, Inc.
0%
$0 
CSCO Cisco Systems, Inc.
0%
$0 
CVX Chevron Corporation
0%
-$0.01 
DELL Dell Technologies Inc.
0%
$0 
DIS The Walt Disney Company
0%
$0 
ETN Eaton Corporation plc
0%
$0 
GE General Electric Company
0%
$0 
GOOG Alphabet Inc
0%
$0 
GS The Goldman Sachs Group, Inc.
0%
+$0.02 
HD The Home Depot, Inc.
0%
$0 
IBM International Business Machines Corporation
0%
$0 
JNJ Johnson & Johnson
0%
+$0.1 
JPM JPMorgan Chase & Co.
0%
+$0.05 
KO The Coca-Cola Company
0%
$0 
LIN Linde plc
0%
$0 
LLY Eli Lilly and Company
0%
-$0.02 
LRCX Lam Research Corporation
0%
$0 
MA Mastercard Incorporated
0%
+$0.01 
MCD McDonald's Corporation
0%
-$0.01 
MRK Merck & Co., Inc.
0%
$0 
MS Morgan Stanley
0%
$0 
MSFT Microsoft Corp.
0%
+$0.22 
NEE NextEra Energy, Inc.
0%
$0 
NFLX Netflix, Inc.
0%
$0 
NUE Nucor Corporation
0%
$0 
NVDA NVIDIA Corporation
0%
$0 
ORCL Oracle Corporation
0%
$0 
PANW Palo Alto Networks, Inc.
0%
-$0.11 
PEP PepsiCo, Inc.
0%
$0 
PG Procter & Gamble Co
0%
-$0.01 
PM Philip Morris International Inc.
0%
$0 
SKYT SkyWater Technology, Inc.
0%
$0 
SPGI S&P Global Inc.
0%
-$0.02 
STX Seagate Technology Holdings plc
0%
-$0.02 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
UPS United Parcel Service, Inc.
0%
$0 
URI United Rentals, Inc.
0%
-$0.01 
V Visa Inc. Class A
0%
-$0.01 
VMC Vulcan Materials Company
0%
$0 
VZ Verizon Communications Inc.
0%
$0 
WELL Welltower Inc.
0%
$0 
WFC Wells Fargo & Company
0%
$0 
WTRG Essential Utilities Inc.
0%
$0 
XOM Exxon Mobil Corporation
0%
$0 
ACWI iShares MSCI ACWI ETF
0%
+$0.02 
ACWV iShares MSCI Global Minimum Volatility ETF
0%
$0 
BUFR FT Vestladder Buffer ETF-USD I
0%
$0 
CGGR Capital Group Growth ETF
0%
+$0.01 
COWZ Pacer US Cash Cows 100 ETF
0%
$0 
DGRO iShares Core Dividend Growth ETF
0%
$0 
DHS WisdomTree U.S. High Dividend Fund
0%
$0 
DLN WisdomTree U.S. LargeCap Dividend Fund
0%
$0 
FMB First Trust Managed Municipal Fund
0%
$0 
FNDB Schwab Fundamental U.S. Broad Market ETF
0%
$0 
FIXD First Trust TCW Opportunistic Fixed Income Fund
0%
-$1.22 
FTCS First Trust Capital Strength ETF
0%
$0 
HDV iShares Core High Dividend ETF
0%
$0 
IBIT iShares Bitcoin Trust
0%
$0 
IEFA iShares Core MSCI EAFE ETF
0%
-$0.01 
IDV iShares International Select Dividend ETF
0%
$0 
IJH iShares Core S&P Mid-Cap ETF
0%
+$0.01 
ITOT iShares Core S&P Total U.S. Stock Market ETF
0%
-$0.32 
IUSG iShares Core S&P U.S. Growth ETF
0%
$0 
IVV iShares Core S&P 500 ETF
0%
$0 
IXUS iShares Core International Stock ETF
0%
$0 
KNG Fidelity S&P 500 Dividend Aristocrats ETF
0%
$0 
LRGF iShares U.S. Equity Factor ETF
0%
$0 
MGK Vanguard Mega Cap Growth ETF
0%
$0 
MTUM iShares MSCI USA Momentum Factor ETF
0%
-$0.04 
PAVE Global X U.S. Infrastructure Development ETF
0%
$0 
PYLD PIMCO Multisector Bond Active ETF
0%
$0 
QQQ Invesco QQQ Trust, Series 1
0%
-$0.08 
RDVY First Trust Rising Dividend Achievers ETF
0%
$0 
QUAL iShares MSCI USA Quality Factor ETF
0%
$0 
RSP Invesco S&P 500 Equal Weight ETF
0%
-$0.02 
SCHD Schwab U.S. Dividend Equity ETF
0%
$0 
SCHB Schwab U.S. Broad Market ETF
0%
$0 
SMH VanEck Semiconductor ETF
0%
-$0.02 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
0%
$0 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
0%
$0 
UCON First Trust TCW Unconstrained Plus Bond ETF
0%
$0 
VEU Vanguard FTSE All-World ex-US ETF
0%
$0 
VFMO Vanguard U.S. Momentum Factor Fund
0%
$0 
VOO Vanguard S&P 500 ETF
0%
+$0.27 
VFQY Vanguard U.S. Quality Factor Fund
0%
+$0.04 
VO Vanguard Mid-Cap ETF
0%
$0 
VHT Vanguard Health Care ETF
0%
+$0.01 
VGT Vanguard Information Technology ETF
0%
$0 
VIG Vanguard Dividend Appreciation ETF
0%
$0 
VXF Vanguard Extended Market ETF
0%
$0 
VYM Vanguard High Dividend Yield ETF
0%
$0 
VV Vanguard Large-Cap Index Fund ETF Shares
0%
$0 
VTI VANGUARD TOTAL STOCK MKT ETF
0%
+$2.75 
VUSB Vanguard Ultra-Short Bond ETF
0%
$0 
VTV Vanguard Value ETF
0%
+$0.03 
VUG Vanguard Growth ETF
0%
$0 
VYMI Vanguard International High Dividend Yield Index Fund
0%
$0 
VTEB Vanguard Tax-Exempt Bond ETF
0%
$0 
VPLS Vanguard Core-Plus Bond ETF
0%
-$1.12 
GPIQ Nasdaq 100 Core Premium Income ETF
0%
$0 
ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB)
0%
$0 
GEV GE Vernova Inc.
0%
-$0.01 
SPYM State Street SPDR Portfolio S&P 500 ETF
0%
$0 
VSDM Vanguard Short-Term Tax-Exempt Bond Fund
0%
$0 
VGMS Vanguard Multi-Sector Fund
0%
$0 
BF-B Brown-Forman Corporation
0%
$0 
AMAT Applied Materials, Inc.
-2.48%
-$6,002.02 
UNH UnitedHealth Group Incorporated
-1.61%
-$5,942.3 
BA Boeing Company
-0.38%
-$1,346.76 
WMT Walmart Inc.
-0.25%
-$1,548.03 
FUMB First Trust Ultra Short Duration Municipal ETF
-0.03%
-$2,588.59 
BRK-B Berkshire Hathaway Inc.
-0.02%
-$750.32 
COST Costco Wholesale Corporation
0%
-$2.48 Events
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Dividends
Dividend Analysis
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| Trades 1249 | Longs Won 952/1249 76% | Profit Factor 61.37 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.27M |
| Average Win $188,380.66 | Best Trade (Aug 14) $40.2M | Sharpe Ratio -14.87 |
| Average Loss -$9,839.3 | Worst Trade (Mar 30) -$272,400 | Z-Score 25.68 (100%) |
| Commissions $0 | Avg. Trade Length 1y 4m | Expectancy $141,245.89 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.02% |
| Consecutive Losing Trades | 47,619 | 42,857 | 38,095 | 33,333 | 28,571 | 23,810 | 19,048 | 14,286 | 9,524 | 4,762 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 88,878 | $15.48M | $27.13M | - | $11.65M | 75.21% | +0.996% |
| ABBV AbbVie Inc. | 2,197 | $451,401.84 | $546,525.7 | - | $95,123.86 | 21.07% | 0.0 |
| ACWI iShares MSCI ACWI ETF | 1,745 | $224,407 | $282,079.25 | - | $57,672.25 | 25.7% | 0.0 |
| ACWV iShares MSCI Global Minimum Volatility ETF | 34,043 | $3.36M | $4.3M | - | $934,825.32 | 27.8% | 0.0 |
| AEM Agnico Eagle Mines Limited | 6,000 | $390,240 | $1.11M | - | $720,840 | 184.72% | 0.0 |
| ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB) | 6,005 | $733,662.23 | $1.91M | - | $1.18M | 160.94% | 0.0 |
| AMAT Applied Materials, Inc. | 441 | $318,843 | $235,732.14 | - | -$83,110.86 | -26.07% | -2.483% |
| AMD Advanced Micro Devices, Inc. | 1,161 | $253,433.05 | $560,681.72 | - | $307,248.67 | 121.23% | 0.0 |
| AMZN Amazon.com Inc | 21,318 | $2.86M | $5.7M | - | $2.84M | 99.47% | 0.0 |
| APH Amphenol Corporation | 2,416 | $212,994.56 | $205,311.69 | - | -$7,682.87 | -3.61% | 0.0 |
| APP AppLovin Corporation Class A Common Stock | 10,314 | $457,575.7 | $3.13M | - | $2.68M | 584.69% | 0.0 |
| AVGO Broadcom Inc. | 6,090 | $1.11M | $2.53M | - | $1.43M | 129.19% | 0.0 |
| BA Boeing Company | 1,548 | $297,381.8 | $356,550.84 | - | $59,169.04 | 19.9% | -0.376% |
| BAC Bank of America Corporation | 5,331 | $253,169.63 | $345,502.11 | - | $92,332.48 | 36.47% | 0.0 |
| BF-B Brown-Forman Corporation | 7,546 | $201,102 | $210,684.32 | - | $9,582.32 | 4.76% | 0.0 |
| BKNG Booking Holdings Inc. | 1,188 | $199,402.94 | $252,164.88 | - | $52,761.94 | 26.46% | 0.0 |
| BRK-A Berkshire Hathaway Inc. | 1 | $718,140 | $764,636.62 | - | $46,496.62 | 6.47% | +0.083% |
| BRK-B Berkshire Hathaway Inc. | 9,379 | $3.57M | $4.78M | - | $1.21M | 33.9% | -0.016% |
| BUFR FT Vestladder Buffer ETF-USD I | 18,689 | $625,058.52 | $698,034.15 | - | $72,975.63 | 11.68% | 0.0 |
| BX Blackstone Inc. | 2,878 | $381,014.55 | $421,367.98 | - | $40,353.43 | 10.59% | 0.0 |
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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 - $3.1M, Vanguard High Dividend Yield ETF - $2.74M, 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 - $168,644.69, Advanced Micro Devices, Inc - $125,957.93, McDonald's Corporation - $115,441.47, 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 $13.35M earned over time. The largest contributors to dividend income include VANGUARD TOTAL STOCK MKT ETF - $2.74M, Vanguard High Dividend Yield ETF - $2.13M, Schwab U.S. Dividend Equity ETF - $1.01M, First Trust TCW Unconstrained Plus Bond ETF - $773,917.08, and Vanguard Total International Stock Index Fund Investor Shares - $491,480.55. 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.
