Stephen A. Greco Portfolio
Invests via Pandora Wealth Inc. | Managed by Stephen A. Greco
Invests via Pandora Wealth Inc.
Managed by Stephen A. Greco
Automatically Tracked
Experienced investor and operating executive with a focus on private markets, corporate finance and strategic portfolio value creation across industrials, healthcare and technology sectors. Stephen A. Greco leverages senior operating roles and deal-making experience to source and execute growth and turnaround investments, with emphasis on cash-flow improvement, M&A integration and board governance. Frequently engages with sponsors, family offices and institutional LPs on mid-market opportunities.
Experienced investor and operating executive with a focus on private markets, corporate finance and strategic portfolio value creation across industrials, healthcare and technology sectors. Stephen A. Greco leverages senior operating roles and deal-making experience to source and execute growth and turnaround investments, with emphasis on cash-flow improvement, M&A integration and board governance. Frequently engages with sponsors, family offices and institutional LPs on mid-market opportunities.
Investment Philosophy & Strategy
Focuses on private-market control and growth equity investments in industrials, healthcare and technology, prioritizing mid‑market situations where operational intervention creates value. Investment decisions center on cash‑flow improvement, disciplined capital allocation, and bolt‑on M&A to accelerate scale and margin expansion. Prefers deal structures that align management and sponsors, emphasizes board governance and hands‑on integration plans, and targets a 3–7 year horizon blending turnaround and growth plays with active risk management and exit planning oriented to strategic buyers or private capital markets.
Focuses on private-market control and growth equity investments in industrials, healthcare and technology, prioritizing mid‑market situations where operational intervention creates value. Investment decisions center on cash‑flow improvement, disciplined capital allocation, and bolt‑on M&A to accelerate scale and margin expansion. Prefers deal structures that align management and sponsors, emphasizes board governance and hands‑on integration plans, and targets a 3–7 year horizon blending turnaround and growth plays with active risk management and exit planning oriented to strategic buyers or private capital markets.
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:
0.54%
Gain
Monthly
0.03%
Yearly
0.42%
Drawdown
20.52%
$177.37M
Equity
Holdings
$177.37M
Investment
$140.6M
$37.59M
Profit -$2.08M
Realized
$817,448.37
Unrealized
$36.77M
Dividends
$2.72M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$2.08M
Win %
71%
This Week
Compared To Last Week
Gain
-0.23%
Profit
-$411,827.75
Win %
71%
This Month
Compared to last month
Gain
1.53%
Profit
$2.67M
Win %
71%
This Year
Compared to last year
Gain
8.14%
Profit
$13.35M
Win %
71%
TRV The Travelers Companies, Inc.
+7.08%
+$4,785 
EQNR Equinor ASA Sponsored ADR
+4.04%
+$360 
DOW Dow Inc.
+3.5%
+$256.25 
WRB W.R. Berkley Corporation
+3.4%
+$2,771.62 
LYB LyondellBasell Industries N.V.
+3.37%
+$390 
T AT&T Inc.
+3.3%
+$4,422.5 
FEMY Femasys Inc.
+3.28%
+$75 
FANG Diamondback Energy Inc
+2.94%
+$13,358.54 
COP ConocoPhillips
+2.9%
+$3,198.06 
MO Altria Group, Inc.
+2.86%
+$2,290.64 
PGR Progressive Corporation
+2.81%
+$9,240.84 
WMT Walmart Inc.
+2.56%
+$22,770.3 
ADM Archer-Daniels-Midland Co
+2.53%
+$1,470 
GILD Gilead Sciences Inc.
+2.44%
+$76,360 
VZ Verizon Communications Inc.
+2.39%
+$6,360.46 
PM Philip Morris International Inc.
+2.38%
+$1,199.66 
ABT Abbott Laboratories
+2.37%
+$13,115.7 
DVN Devon Energy Corporation
+2.32%
+$500 
BMY Bristol-Myers Squibb Company
+2.23%
+$26,730 
CVX Chevron Corporation
+2.15%
+$12,137.43 
ABBV AbbVie Inc.
+2.1%
+$31,650.6 
JNJ Johnson & Johnson
+2.1%
+$1,884.6 
GE General Electric Company
+2.08%
+$762.14 
PSX Phillips 66
+2.06%
+$2,510.75 
MCK McKesson Corporation
+2.06%
+$1,037.4 
BP BP p.l.c. Sponsored ADR
+2.04%
+$420 
KMB Kimberly-Clark Corporation
+1.88%
+$615 
WM Waste Management, Inc.
+1.87%
+$1,808 
SRE Sempra
+1.84%
+$24,670.17 
COST Costco Wholesale Corporation
+1.75%
+$3,316 
PFE Pfizer Inc.
+1.72%
+$6,936.62 
DE Deere & Company
+1.67%
+$16,196.18 
PG Procter & Gamble Co
+1.66%
+$245.98 
PEP PepsiCo, Inc.
+1.57%
+$221.19 
CTRE CareTrust REIT Inc.
+1.51%
+$2,667 
MKC McCormick & Company, Incorporated
+1.51%
+$80 
NVS Novartis AG Sponsored ADR
+1.51%
+$2,247.1 
CHE Chemed Corporation
+1.45%
+$4,942.62 
PHM PulteGroup Inc.
+1.45%
+$1,041.59 
AMT American Tower Corporation
+1.43%
+$4,214.19 
COR Cencora, Inc.
+1.42%
+$2,703.2 
SPLV Invesco S&P 500 Low Volatility ETF
+1.36%
+$681.45 
WFC Wells Fargo & Company
+1.35%
+$1,249.5 
VTRS Viatris Inc.
+1.33%
+$68.54 
CPRT Copart Inc.
+1.31%
+$2,920.78 
NI NiSource Inc.
+1.3%
+$3,000 
PLD Prologis Inc.
+1.3%
+$583.5 
HD The Home Depot, Inc.
+1.28%
+$1,780 
OHI Omega Healthcare Investors Inc.
+1.26%
+$315 
SCHD Schwab U.S. Dividend Equity ETF
+1.23%
+$850.71 
MTG MGIC Investment Corporation
+1.21%
+$1,727.08 
TRU TransUnion
+1.2%
+$1,455 
GD General Dynamics Corporation
+1.19%
+$2,401.33 
KD Kyndryl Holdings Inc.
+1.16%
+$14 
NEE NextEra Energy, Inc.
+1.16%
+$869.4 
KMI Kinder Morgan, Inc.
+1.11%
+$720 
HON Honeywell International Inc.
+1.1%
+$191.73 
F Ford Motor Company
+1.06%
+$750 
CTVA Corteva Inc.
+1.05%
+$227.5 
OMER Omeros Corporation
+1.03%
+$31.35 
ADBE Adobe Inc.
+0.87%
+$571.95 
BR Broadridge Financial Solutions, Inc.
+0.86%
+$2,297.74 
AMH American Homes 4 Rent
+0.81%
+$280 
CBOE Cboe Global Markets Inc.
+0.77%
+$430 
AMLP Alerian MLP ETF
+0.76%
+$1,845 
TU TELUS Corporation
+0.76%
+$96 
EPD Enterprise Products Partners L.P.
+0.73%
+$394.77 
OKE ONEOK, Inc.
+0.73%
+$29.24 
CDW CDW Corporation
+0.71%
+$191 
USB U.S. Bancorp
+0.69%
+$89 
MCD McDonald's Corporation
+0.68%
+$383.76 
CRM Salesforce Inc
+0.66%
+$468.54 
UPS United Parcel Service, Inc.
+0.66%
+$1,461.46 
CSCO Cisco Systems, Inc.
+0.58%
+$320 
SBUX Starbucks Corporation
+0.58%
+$393.12 
SQ Block, Inc.
+0.57%
+$1.88 
DGRO iShares Core Dividend Growth ETF
+0.51%
+$1,339.6 
BTI British American Tobacco p.l.c. ADR
+0.44%
+$216.72 
GEHC GE HealthCare Technologies Inc.
+0.38%
+$8.75 
DD DuPont de Nemours, Inc.
+0.37%
+$41.83 
VTV Vanguard Value ETF
+0.37%
+$1,028 
LLY Eli Lilly and Company
+0.33%
+$22.98 
IVE ISHARES S&P 500 VALUE ETF
+0.3%
+$22,161.3 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
+0.24%
+$17.16 
SPAB SPDR Portfolio Aggregate Bond ETF
+0.24%
+$3 
OSCV Opus Small Cap Value ETF
+0.23%
+$7,279.9 
BRK-B Berkshire Hathaway Inc.
+0.23%
+$2,182.03 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
+0.23%
+$7.4 
WBD Warner Bros. Discovery, Inc.
+0.22%
+$1.44 
IWD iShares Russell 1000 Value ETF
+0.22%
+$1,528.74 
BOND PIMCO Active Bond Exchange-Traded Fund
+0.21%
+$178.03 
AAPL Apple Inc.
+0.19%
+$40,174.11 
RSP Invesco S&P 500 Equal Weight ETF
+0.11%
+$2,001.46 
IQV IQVIA Holdings Inc.
+0.1%
+$217.58 
AUPH Aurinia Pharmaceuticals Inc.
+0.09%
+$1.12 
GLD SPDR Gold Shares
+0.09%
+$1,509.75 
JPST JPMorgan Ultra-Short Income ETF
+0.05%
+$5.87 
MUB iShares National Muni Bond ETF
+0.04%
+$40 
VTEB Vanguard Tax-Exempt Bond ETF
+0.02%
+$20 
ICSH iShares Short Treasury Bond ETF
+0.01%
+$0.21 
FMB First Trust Managed Municipal Fund
+0.01%
+$14.19 
SUB iShares Short-Term National Muni Bond ETF
+0.01%
+$9 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
ESPR Esperion Therapeutics Inc.
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
XXII 22nd Century Group Inc.
0%
$0 
YNDX Yandex NV
0%
$0 
NFLX Netflix, Inc.
-10.45%
-$79,953.3 
ISRG Intuitive Surgical, Inc.
-9.51%
-$4,593 
HOOD Robinhood Markets, Inc.
-8.84%
-$24,999.16 
INTC Intel Corporation
-7.59%
-$15,934.4 
DJT Trump Media & Technology Group Corp.
-7.42%
-$193 
ARM Arm Holdings plc American Depositary Receipt
-6.71%
-$8,784.9 
ANET Arista Networks, Inc.
-6.51%
-$219.6 
SMH VanEck Semiconductor ETF
-5.37%
-$12,232 
JOBY Joby Aviation, Inc.
-5.31%
-$936 
AMC AMC Entertainment Holdings, Inc.
-5.15%
-$2.66 
RBLX Roblox Corporation
-5.09%
-$4,124.85 
MRVL Marvell Technology, Inc.
-4.82%
-$20,884.02 
GEV GE Vernova Inc.
-4.74%
-$1,276.21 
APH Amphenol Corporation
-4.54%
-$13,673.53 
NVDA NVIDIA Corporation
-4.32%
-$192,663.22 
AVGO Broadcom Inc.
-4.27%
-$22,904.85 
EME EMCOR Group, Inc.
-4.12%
-$3,086 
TEM Tempus AI, Inc.
-4.05%
-$2,170 
IONQ IonQ, Inc.
-4.02%
-$12,415.05 
META Meta Platforms Inc Class A
-3.91%
-$472,446.18 
RKLB Rocket Lab Corporation
-3.68%
-$30,212.62 
GOOGL Alphabet Inc
-3.67%
-$69,188.28 
PLTR Palantir Technologies Inc.
-3.63%
-$6,344 
GOOG Alphabet Inc
-3.55%
-$67,572.8 
PPLT abrdn Physical Platinum Shares ETF
-3.54%
-$5,200 
TSLA Tesla, Inc.
-3.42%
-$10,708 
FRDM Freedom 100 Emerging Markets ETF
-3.37%
-$98,573.2 
PLSE Pulse Biosciences, Inc.
-3.36%
-$47,335.84 
EEM iShares MSCI Emerging Markets ETF
-3.36%
-$19,595.42 
IEMG iShares Core MSCI Emerging Markets ETF
-3.3%
-$40,689.18 
Q Qnity Electronics Inc.
-3.29%
-$556.87 
ADI Analog Devices, Inc.
-3.24%
-$5,792.75 
PWR Quanta Services Inc.
-3.1%
-$23,511.12 
IWF iShares Russell 1000 Growth ETF
-2.93%
-$35,713 
IBIT iShares Bitcoin Trust
-2.79%
-$10,413.9 
GBTC Grayscale Bitcoin Trust ETF
-2.75%
-$2,192 
ETN Eaton Corporation plc
-2.74%
-$3,258 
SNOW Snowflake Inc.
-2.69%
-$12,341.98 
QQQ Invesco QQQ Trust, Series 1
-2.68%
-$65,914.26 
SOLS Sollensys Corp
-2.68%
-$59.28 
VWO Vanguard FTSE Emerging Markets ETF
-2.65%
-$5,745.48 
SPYG SPDR Portfolio S&P 500 Growth ETF
-2.63%
-$19,933 
VUG Vanguard Growth ETF
-2.58%
-$188,269.98 
NLR VanEck Uranium and Nuclear ETF
-2.55%
-$600.75 
TEL TE Connectivity plc
-2.47%
-$375.37 
IBM International Business Machines Corporation
-2.42%
-$2,645.01 
DKNG DraftKings Inc.
-2.21%
-$3,914.35 
PTON Peloton Interactive, Inc.
-2.15%
-$675 
UBER Uber Technologies, Inc.
-2.07%
-$5,245.1 
RIO Rio Tinto Plc Sponsored ADR
-2.02%
-$915.5 
C Citigroup Inc.
-1.98%
-$78.3 
MITK Mitek Systems Inc.
-1.87%
-$1,800 
HRI Herc Holdings Inc.
-1.78%
-$79.17 
JHX James Hardie Industries plc
-1.74%
-$84.13 
VEU Vanguard FTSE All-World ex-US ETF
-1.73%
-$1,128.9 
PYPL PayPal Holdings Inc
-1.55%
-$2,376 
ORCL Oracle Corporation
-1.54%
-$3,965.16 
ACWI iShares MSCI ACWI ETF
-1.52%
-$1,516.8 
MSFT Microsoft Corp.
-1.49%
-$42,619.76 
SAP SAP SE Sponsored ADR
-1.49%
-$48.1 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-1.48%
-$3,645.27 
FUN Six Flags Entertainment Corporation
-1.48%
-$56 
SCHF Schwab International Equity ETF
-1.45%
-$4,503 
VBK Vanguard Small-Cap Growth ETF
-1.44%
-$332.99 
LUMN Lumen Technologies Inc.
-1.43%
-$299.7 
AMZN Amazon.com Inc
-1.41%
-$117,928.98 
SCZ iShares MSCI EAFE Small-Cap ETF
-1.38%
-$207 
NUMG Nuveen ESG Mid-Cap Growth ETF
-1.38%
-$12.8 
APTV Aptiv PLC
-1.33%
-$5.53 
ESGU iShares ESG Aware MSCI USA ETF
-1.33%
-$56.94 
TGTX TG Therapeutics, Inc.
-1.31%
-$56,232 
SCHX Schwab U.S. Large-Cap ETF
-1.3%
-$4,185.72 
IVV iShares Core S&P 500 ETF
-1.29%
-$206,966.83 
IWB iShares Russell 1000 ETF
-1.29%
-$1,962.59 
SPY SPDR S&P 500 ETF Trust
-1.27%
-$39,040.48 
VTI VANGUARD TOTAL STOCK MKT ETF
-1.23%
-$1,430.27 
IWO iShares Russell 2000 Growth ETF
-1.23%
-$370 
SLV iShares Silver Trust
-1.21%
-$3,050 
ACIO Aptus Collared Investment Opportunity ETF
-1.19%
-$179,213.65 
REZI Resideo Technologies Inc.
-1.18%
-$10.93 
IEFA iShares Core MSCI EAFE ETF
-1.14%
-$1,408 
EFA iShares MSCI EAFE ETF
-1.13%
-$51,815.15 
RLMD Relmada Therapeutics Inc.
-1.1%
-$1,200 
V Visa Inc. Class A
-1.02%
-$15,067.07 
SCHW Charles Schwab Corporation
-1.01%
-$888.16 
TOST Toast Inc.
-0.82%
-$1,253.5 
KO The Coca-Cola Company
-0.8%
-$537.88 
EBAY eBay Inc.
-0.74%
-$636.32 
BKNG Booking Holdings Inc.
-0.7%
-$1,820 
JPM JPMorgan Chase & Co.
-0.69%
-$8,901.83 
BIPC Brookfield Infrastructure Partners L.P.
-0.69%
-$42 
IWM iShares Russell 2000 ETF
-0.68%
-$3,922.82 
MDY SPDR S&P MidCap 400 ETF Trust
-0.66%
-$2,789.15 
IJH iShares Core S&P Mid-Cap ETF
-0.6%
-$4,762.38 
VB Vanguard Small-Cap ETF
-0.58%
-$454.57 
IJR iShares Core S&P Small-Cap ETF
-0.52%
-$1,722.16 
TD The Toronto-Dominion Bank
-0.51%
-$632.52 
BSX Boston Scientific Corporation
-0.49%
-$7.7 
MA Mastercard Incorporated
-0.47%
-$2,420.02 
RRR Red Rock Resorts Inc.
-0.47%
-$310 
USA Liberty All Star Equity Fund
-0.45%
-$59.35 
PFF iShares Preferred and Income Securities ETF
-0.41%
-$312.5 
DRSK Aptus Defined Risk ETF
-0.4%
-$42,925.82 
DIS The Walt Disney Company
-0.39%
-$378.07 
NOW ServiceNow, Inc.
-0.37%
-$679.52 
IWR iShares Russell Mid-Cap ETF
-0.36%
-$40 
VO Vanguard Mid-Cap ETF
-0.32%
-$7,177.04 
BA Boeing Company
-0.28%
-$834 
BIP Brookfield Infrastructure Partners L.P.
-0.26%
-$270 
HBAN Huntington Bancshares Incorporated
-0.19%
-$28 
IJS iShares S&P Small-Cap 600 Value ETF
-0.16%
-$43 
CELH Celsius Holdings Inc.
-0.15%
-$1.17 
EMBC Embecta Corp.
-0.15%
-$0.12 
SRPT Sarepta Therapeutics Inc.
-0.12%
-$14 
RELX Relx PLC Sponsored ADR
-0.07%
-$370.9 
IWN iShares Russell 2000 Value ETF
-0.06%
-$14.98 
BAC Bank of America Corporation
-0.03%
-$39.8 Events
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Dividends
Dividend Analysis
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| Trades 531 | Longs Won 334/531 62% | Profit Factor 13.84 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $419,037.57 |
| Average Win $121,292.59 | Best Trade (Jul 17) $7.19M | Sharpe Ratio -10.72 |
| Average Loss -$14,855.41 | Worst Trade (Jul 17) -$273,131.52 | Z-Score 2.48 (98.7%) |
| Commissions $0 | Avg. Trade Length 10m 2d | Expectancy $70,781.94 |
| 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 | 11,905 | 10,714 | 9,524 | 8,333 | 7,143 | 5,952 | 4,762 | 3,571 | 2,381 | 1,190 |
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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