Gregory Bosch Portfolio
Invests via Strategies Wealth Advisors, LLC | Managed by Gregory Bosch
Invests via Strategies Wealth Advisors, LLC
Managed by Gregory Bosch
Automatically Tracked
Gregory Bosch Profile
Veteran technology investor and operator focused on growth-stage software and digital infrastructure with experience across product strategy, corporate development and venture investing. Gregory Bosch has led investments and partnerships for both corporate venture programs and early-stage funds, advising portfolio companies on go-to-market, M&A and operational scaling. Market-facing strengths include sourcing founder-led SaaS opportunities, diligence on unit economics, and board-level governance through liquidity events.
Veteran technology investor and operator focused on growth-stage software and digital infrastructure with experience across product strategy, corporate development and venture investing. Gregory Bosch has led investments and partnerships for both corporate venture programs and early-stage funds, advising portfolio companies on go-to-market, M&A and operational scaling. Market-facing strengths include sourcing founder-led SaaS opportunities, diligence on unit economics, and board-level governance through liquidity events.
Investment Philosophy & Strategy
Focuses on growth-stage software and digital infrastructure, prioritizing founder-led SaaS businesses with clear unit economics and path to scalable go-to-market. Deploys concentrated, stage-aware capital across follow-on rounds, favoring companies where operational engagement and board-level governance accelerate product-market fit and monetization. Underwrites opportunities with disciplined KPIs, predictable churn, and margin expansion potential, and prefers outcomes-driven value creation through commercialization, strategic M&A, and disciplined liquidity planning over market timing. Time horizon centers on multi-year growth to exit.
Focuses on growth-stage software and digital infrastructure, prioritizing founder-led SaaS businesses with clear unit economics and path to scalable go-to-market. Deploys concentrated, stage-aware capital across follow-on rounds, favoring companies where operational engagement and board-level governance accelerate product-market fit and monetization. Underwrites opportunities with disciplined KPIs, predictable churn, and margin expansion potential, and prefers outcomes-driven value creation through commercialization, strategic M&A, and disciplined liquidity planning over market timing. Time horizon centers on multi-year growth to exit.
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:
9.19%
Gain
Monthly
0.07%
Yearly
0.79%
Drawdown
49.72%
$1.12B
Equity
Holdings
$1.12B
Investment
$786.85M
$352.46M
Profit -$1.42M
Realized
$15.86M
Unrealized
$336.6M
Dividends
$56.09M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$1.42M
Win %
82%
This Week
Compared To Last Week
Gain
-0.28%
Profit
-$3.12M
Win %
82%
This Month
Compared to last month
Gain
0.06%
Profit
$692,316.33
Win %
82%
This Year
Compared to last year
Gain
12.9%
Profit
$128.32M
Win %
81%
SYK Stryker Corporation
+4.32%
+$51,505.2 
UNH UnitedHealth Group Incorporated
+4.25%
+$33,380.43 
PLD Prologis Inc.
+3.82%
+$11,984.73 
ORLY O'Reilly Automotive Inc.
+3.37%
+$17,409.6 
NKE Nike, Inc. - Class B
+3.27%
+$6,741 
MBWM Mercantile Bank Corporation
+3.27%
+$20,979 
BRO Brown & Brown Inc.
+3.17%
+$7,290.68 
VLO Valero Energy Corporation
+3%
+$22,713.36 
ISRG Intuitive Surgical, Inc.
+2.83%
+$6,270.38 
MLI Mueller Industries Inc.
+2.82%
+$7,134.48 
ABBV AbbVie Inc.
+2.77%
+$8,653.5 
PSX Phillips 66
+2.64%
+$13,435.14 
AMGN Amgen Inc.
+2.54%
+$9,081.8 
MA Mastercard Incorporated
+2.48%
+$6,572 
LOW Lowe's Companies Inc.
+2.44%
+$9,550.59 
WU Western Union Co.
+2.42%
+$2,340 
MCD McDonald's Corporation
+2.34%
+$7,837.02 
ACN Accenture plc Class A
+2.31%
+$4,307.08 
MDXG MiMedx Group, Inc.
+2.23%
+$2,820.64 
KO The Coca-Cola Company
+2.2%
+$24,887.28 
PEP PepsiCo, Inc.
+2.13%
+$4,276.8 
LLY Eli Lilly and Company
+2.11%
+$99,194.24 
COST Costco Wholesale Corporation
+1.99%
+$50,808.87 
HBAN Huntington Bancshares Incorporated
+1.99%
+$4,290.12 
VDC VANGUARD CONSUMER STAPLES ETF
+1.97%
+$10,900.24 
SCHD Schwab U.S. Dividend Equity ETF
+1.89%
+$15,100.59 
V Visa Inc. Class A
+1.84%
+$7,879.65 
HD The Home Depot, Inc.
+1.75%
+$8,439.91 
WMT Walmart Inc.
+1.71%
+$7,370.88 
SLYV SPDR S&P 600 Small Cap Value ETF
+1.53%
+$78,771.98 
PG Procter & Gamble Co
+1.52%
+$10,541.25 
CVX Chevron Corporation
+1.5%
+$10,996.96 
DVY iShares Select Dividend ETF
+1.46%
+$3,266.66 
PH Parker-Hannifin Corporation
+1.46%
+$6,963.9 
FTCS First Trust Capital Strength ETF
+1.39%
+$4,923.16 
PFE Pfizer Inc.
+1.37%
+$3,215.19 
AAPL Apple Inc.
+1.33%
+$145,137.75 
STLA Stellantis N.V.
+1.27%
+$791.48 
IWN iShares Russell 2000 Value ETF
+1.24%
+$8,295.39 
VBR VANGUARD SMALL-CAP VALUE ETF
+1.2%
+$507,320.2 
MSFT Microsoft Corp.
+1.19%
+$67,447.34 
XOM Exxon Mobil Corporation
+1.15%
+$5,214.06 
DUK Duke Energy Corporation
+1.07%
+$2,113.3 
UBER Uber Technologies, Inc.
+1.07%
+$2,991.3 
XLE Energy Select Sector SPDR Fund
+1.03%
+$3,407.5 
IBM International Business Machines Corporation
+1.02%
+$2,343.19 
DGRO iShares Core Dividend Growth ETF
+1%
+$973,303.73 
AXP American Express Company
+1%
+$2,559.71 
PANW Palo Alto Networks, Inc.
+0.98%
+$8,428.56 
SO The Southern Company
+0.98%
+$5,898.99 
IJR iShares Core S&P Small-Cap ETF
+0.96%
+$5,789.46 
TPYP Tortoise North American Pipeline Fund
+0.93%
+$3,575.79 
IWS iShares Russell Mid-Cap Value ETF
+0.86%
+$3,428.41 
IUSV iShares Core S&P U.S. Value ETF
+0.81%
+$184,741.83 
PFM Invesco Dividend Achievers ETF
+0.8%
+$10,513.57 
IVE ISHARES S&P 500 VALUE ETF
+0.79%
+$12,744.21 
JNJ Johnson & Johnson
+0.78%
+$2,861.86 
DVN Devon Energy Corporation
+0.76%
+$4,316.65 
LMT Lockheed Martin Corporation
+0.73%
+$2,466.07 
RSP Invesco S&P 500 Equal Weight ETF
+0.72%
+$2,502.48 
COP ConocoPhillips
+0.71%
+$4,219.06 
VOOV Vanguard S&P 500 Value ETF
+0.69%
+$47,872.8 
PSEC Prospect Capital Corporation
+0.66%
+$576.88 
VIG Vanguard Dividend Appreciation ETF
+0.64%
+$102,183.52 
DAL Delta Air Lines, Inc.
+0.62%
+$2,282.84 
FNDX Schwab Fundamental U.S. Large Company Index ETF
+0.59%
+$1,429.49 
BLK BlackRock, Inc.
+0.56%
+$1,753.57 
IJH iShares Core S&P Mid-Cap ETF
+0.52%
+$2,583.3 
LIN Linde plc
+0.5%
+$1,549.69 
QUAL iShares MSCI USA Quality Factor ETF
+0.5%
+$340,968.35 
AMZN Amazon.com Inc
+0.45%
+$48,330.3 
VYM Vanguard High Dividend Yield ETF
+0.42%
+$1,000.28 
VTV Vanguard Value ETF
+0.41%
+$653,065.6 
NIO Nio Inc.
+0.4%
+$200 
SLYG SPDR S&P 600 Small Cap Growth ETF
+0.38%
+$32,081.28 
GD General Dynamics Corporation
+0.37%
+$3,587.65 
VB Vanguard Small-Cap ETF
+0.37%
+$10,331.2 
ROK Rockwell Automation, Inc.
+0.36%
+$2,783.89 
PFLT PennantPark Floating Rate Capital Ltd.
+0.35%
+$356 
IWM iShares Russell 2000 ETF
+0.26%
+$847.4 
NEE NextEra Energy, Inc.
+0.2%
+$2,961 
XLF Financial Select Sector SPDR Fund
+0.19%
+$475.86 
OBDC Blue Owl Capital Corporation
+0.18%
+$428.8 
RDVY First Trust Rising Dividend Achievers ETF
+0.17%
+$607.18 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.1%
+$335.48 
ASML ASML Holding N.V. New York Registry Shares
+0.08%
+$443.95 
VO Vanguard Mid-Cap ETF
+0.06%
+$814.32 
GOOG Alphabet Inc
+0.05%
+$807.33 
JPST JPMorgan Ultra-Short Income ETF
+0.02%
+$119.01 
SHM SPDR Nuveen Bloomberg Short Term Municipal Bond ETF
+0.01%
+$667.62 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
GLW Corning Incorporated
-9.55%
-$53,578.56 
CLS Celestica Inc.
-9.04%
-$27,243 
APLD Applied Digital Corporation
-8.61%
-$25,072.5 
MU Micron Technology, Inc.
-5.65%
-$32,786.93 
CRWV CoreWeave, Inc.
-5.56%
-$15,353.91 
GE General Electric Company
-4.63%
-$51,303.74 
ORCL Oracle Corporation
-4.6%
-$8,741.3 
AMD Advanced Micro Devices, Inc.
-4.34%
-$147,168.79 
ETN Eaton Corporation plc
-4.2%
-$17,015.44 
NAK Northern Dynasty Minerals Ltd.
-4.17%
-$700 
BAI iShares A.I. Innovation and Tech Active ETF
-4.03%
-$128,024.97 
MCHP Microchip Technology Incorporated
-3.86%
-$15,602.76 
GS The Goldman Sachs Group, Inc.
-3.69%
-$127,342.53 
LRCX Lam Research Corporation
-3.56%
-$38,688.99 
VRT Vertiv Holdings Co
-3.56%
-$28,051.84 
TXN Texas Instruments Inc
-3.54%
-$13,516.88 
CCJ Cameco Corporation
-3.48%
-$16,128.84 
AVGO Broadcom Inc.
-3.25%
-$54,745.6 
Q Qnity Electronics Inc.
-3.13%
-$15,048.89 
CSCO Cisco Systems, Inc.
-3.02%
-$11,525.4 
GDX VanEck Gold Miners ETF
-3%
-$7,008.54 
IMUX Immunic, Inc.
-2.98%
-$4,500 
CAT Caterpillar Inc.
-2.79%
-$27,897 
SLV iShares Silver Trust
-2.57%
-$10,032.58 
MTUM iShares MSCI USA Momentum Factor ETF
-2.42%
-$6,632.5 
NVDA NVIDIA Corporation
-2.34%
-$308,033.57 
CEG Constellation Energy Corporation
-2.29%
-$17,165.83 
IXN iShares Global Tech ETF
-2.13%
-$26,580.96 
XLK State Street Technology Select Sector SPDR ETF
-2.03%
-$6,381.12 
GEV GE Vernova Inc.
-1.98%
-$62,673.42 
XAR SPDR S&P Aerospace & Defense ETF
-1.89%
-$4,411.31 
GLTR abrdn Physical Precious Metals Basket Shares ETF
-1.82%
-$3,114.16 
CTNM Contineum Therapeutics, Inc.
-1.78%
-$13,000 
VGT Vanguard Information Technology ETF
-1.72%
-$24,108.12 
AMAT Applied Materials, Inc.
-1.42%
-$17,482.4 
GLD SPDR Gold Shares
-1.36%
-$15,352.01 
FDG American Century Focused Dynamic Growth ETF
-1.35%
-$11,265.55 
IAU iShares Gold Trust
-1.29%
-$7,269.3 
GEM Goldman Sachs ActiveBeta Emerging Markets Equity ETF
-1.17%
-$7,018.24 
IWF iShares Russell 1000 Growth ETF
-1.15%
-$10,698.9 
QQQM Invesco NASDAQ 100 ETF
-1.09%
-$12,458.18 
FV First Trust Dorsey Wright Focus 5 ETF
-1.09%
-$3,137.97 
QQQ Invesco QQQ Trust, Series 1
-1.08%
-$25,459.48 
IWP iShares Russell Mid-Cap Growth ETF
-1.07%
-$5,222.35 
META Meta Platforms Inc Class A
-1.06%
-$53,882.64 
SPEM SPDR Portfolio Emerging Markets ETF
-1%
-$5,222.1 
VOOG Vanguard S&P 500 Growth ETF
-0.95%
-$100,696.56 
IUSG iShares Core S&P U.S. Growth ETF
-0.92%
-$261,401.94 
SPYG SPDR Portfolio S&P 500 Growth ETF
-0.9%
-$3,433.32 
VBK Vanguard Small-Cap Growth ETF
-0.89%
-$448,064.7 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.87%
-$17,794.26 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.82%
-$12,614.94 
VEU Vanguard FTSE All-World ex-US ETF
-0.79%
-$5,331.48 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.79%
-$1.42M 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.78%
-$12,869.9 
IWO iShares Russell 2000 Growth ETF
-0.72%
-$5,014.1 
SPHQ Invesco S&P 500 Quality ETF
-0.71%
-$89,230.96 
RTX RTX Corporation
-0.69%
-$3,004.06 
VUG Vanguard Growth ETF
-0.61%
-$882,376.49 
EFA iShares MSCI EAFE ETF
-0.56%
-$116,851.27 
CSQ Calamos Strategic Total Return Fund
-0.56%
-$2,180.63 
IEFA iShares Core MSCI EAFE ETF
-0.53%
-$172,349.32 
DYNF iShares U.S. Equity Factor Rotation Active ETF
-0.5%
-$49,641.36 
THRO iShares U.S. Thematic Rotation Active ETF
-0.5%
-$13,830.95 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
-0.49%
-$3,969.68 
TSLA Tesla, Inc.
-0.49%
-$12,703.26 
BA Boeing Company
-0.49%
-$2,372.28 
FBTC Fidelity Wise Origin Bitcoin Index Fund
-0.47%
-$8,140.01 
F Ford Motor Company
-0.46%
-$1,305.01 
JPM JPMorgan Chase & Co.
-0.46%
-$16,581.9 
PEG Public Service Enterprise Group Incorporated
-0.46%
-$1,726.45 
SHLD Global X Defense Tech ETF
-0.44%
-$5,472.78 
GBTC Grayscale Bitcoin Trust ETF
-0.44%
-$1,365.1 
VT Vanguard Total World Stock ETF
-0.37%
-$1,148.36 
GOVZ iShares 25+ Year Treasury STRIPS Bond ETF
-0.3%
-$19,433.85 
MGC Vanguard Mega Cap ETF
-0.24%
-$2,407.97 
CRWD CrowdStrike Holdings, Inc.
-0.24%
-$3,451.56 
SPTL SPDR Portfolio Long Term Treasury ETF
-0.23%
-$749.04 
VV Vanguard Large-Cap Index Fund ETF Shares
-0.23%
-$706.4 
PLTR Palantir Technologies Inc.
-0.2%
-$4,695.03 
PZA Invesco National AMT-Free Municipal Bond ETF
-0.19%
-$480.42 
IJK iShares S&P Mid-Cap 400 Growth ETF
-0.19%
-$519.44 
IVV iShares Core S&P 500 ETF
-0.18%
-$9,475.2 
VOO Vanguard S&P 500 ETF
-0.18%
-$4,255.09 
SPY SPDR S&P 500 ETF Trust
-0.18%
-$2,362.32 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.17%
-$1,067.04 
IAGG iShares International Aggregate Bond Fund
-0.16%
-$422.4 
BAC Bank of America Corporation
-0.15%
-$481.18 
MUB iShares National Muni Bond ETF
-0.13%
-$3,605.7 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.13%
-$6,093.12 
INMU iShares Intermediate Muni Income Active ETF
-0.1%
-$254.03 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.09%
-$255.9 
BND Vanguard Total Bond Market Index Fund
-0.06%
-$1,348.12 
NFLX Netflix, Inc.
-0.05%
-$215.08 
DOW Dow Inc.
-0.05%
-$327.15 
BINC iShares Flexible Income Active ETF
-0.04%
-$84.96 
BRK-B Berkshire Hathaway Inc.
-0.04%
-$556.89 
AGG iShares Core U.S. Aggregate Bond ETF
-0.04%
-$403.34 
GOOGL Alphabet Inc
-0.03%
-$919.81 
SHY iShares 1-3 Year Treasury Bond ETF
-0.02%
-$704.39 
JPIE JPMorgan Income ETF
-0.01%
-$342.76 
XLI Industrial Select Sector SPDR Fund
-0.01%
-$50.94 Events
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Dividends
Dividend Analysis
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| Trades 1819 | Longs Won 1259/1819 69% | Profit Factor 16.17 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $1.17M |
| Average Win $298,407.29 | Best Trade (Jul 15) $27.77M | Sharpe Ratio -10.49 |
| Average Loss -$41,486.33 | Worst Trade (Dec 31) -$3.93M | Z-Score 15.54 (100%) |
| Commissions $0 | Avg. Trade Length 1y 8m 1w 1d | Expectancy $193,767.14 |
| 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 | 27,027 | 24,324 | 21,622 | 18,919 | 16,216 | 13,514 | 10,811 | 8,108 | 5,405 | 2,703 |
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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