Stephen A. Greco

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
Tracking: 0 Updated: 7 hours ago

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:
28.02%
Gain +0.05%
Monthly
1.46%
Yearly
19.01%
Drawdown
11.08%
$182.25M
Equity
Holdings
$182.25M
Investment
$140.6M
$42.41M
Profit +$103,606.2
Realized
$757,613.44
Unrealized
$41.65M
Dividends
$2.78M

Goals

Avg. 100% completed goals
Yearly
Gain > 5%
2026
100%
Yearly
Gain < 20%
2026
100%
Today
Compared To Yesterday
Gain
0.05%
Profit
$103,606.2
Win %
69%
This Week
Compared To Last Week
Gain
0.06%
Profit
$103,606.2
Win %
69%
This Month
Compared to last month
Gain
3.11%
Profit
$5.5M
Win %
69%
This Year
Compared to last year
Gain
11.13%
Profit
$18.25M
Win %
69%
Amazon.com Inc logo
AMZN Amazon.com Inc
+15.32%
+$1.21M
Eaton Corporation plc logo
ETN Eaton Corporation plc
+7.32%
+$8,493
Alphabet Inc logo
GOOG Alphabet Inc
+6.88%
+$123,578.6
Alphabet Inc logo
GOOGL Alphabet Inc
+6.73%
+$119,405.58
Arista Networks, Inc. logo
ANET Arista Networks, Inc.
+5.46%
+$186.6
Sollensys Corp logo
SOLS Sollensys Corp
+4.84%
+$105.64
Cboe Global Markets Inc. logo
CBOE Cboe Global Markets Inc.
+4.62%
+$2,742
22nd Century Group Inc. logo
XXII 22nd Century Group Inc.
+3.36%
$0
Meta Platforms Inc Class A logo
META Meta Platforms Inc Class A
+3.28%
+$321,263.12
Warner Bros. Discovery, Inc. logo
WBD Warner Bros. Discovery, Inc.
+3.26%
+$19.92
Microsoft Corp. logo
MSFT Microsoft Corp.
+3.02%
+$97,233.11
NVIDIA Corporation logo
NVDA NVIDIA Corporation
+2.93%
+$122,862.22
Herc Holdings Inc. logo
HRI Herc Holdings Inc.
+2.89%
+$122.38
LyondellBasell Industries N.V. logo
LYB LyondellBasell Industries N.V.
+2.71%
+$328
Chevron Corporation logo
CVX Chevron Corporation
+2.35%
+$13,853.8
Marvell Technology, Inc. logo
MRVL Marvell Technology, Inc.
+2.32%
+$9,798
BP p.l.c. Sponsored ADR logo
BP BP p.l.c. Sponsored ADR
+2.26%
+$500
Devon Energy Corporation logo
DVN Devon Energy Corporation
+2.17%
+$480
Cisco Systems, Inc. logo
CSCO Cisco Systems, Inc.
+2.14%
+$1,215
ONEOK, Inc. logo
OKE ONEOK, Inc.
+1.95%
+$74.82
IonQ, Inc. logo
IONQ IonQ, Inc.
+1.87%
+$5,899.35
Salesforce Inc logo
CRM Salesforce Inc
+1.83%
+$1,360.41
Oracle Corporation logo
ORCL Oracle Corporation
+1.81%
+$4,795.56
AMC Entertainment Holdings, Inc. logo
AMC AMC Entertainment Holdings, Inc.
+1.8%
+$1.25
Kinder Morgan, Inc. logo
KMI Kinder Morgan, Inc.
+1.64%
+$1,040
Diamondback Energy Inc logo
FANG Diamondback Energy Inc
+1.59%
+$7,612.92
Boston Scientific Corporation logo
BSX Boston Scientific Corporation
+1.59%
+$25.55
CDW Corporation logo
CDW CDW Corporation
+1.55%
+$450
Verizon Communications Inc. logo
VZ Verizon Communications Inc.
+1.52%
+$4,239.9
SAP SE Sponsored ADR logo
SAP SAP SE Sponsored ADR
+1.51%
+$54.8
SPDR Portfolio S&P 500 Growth ETF logo
SPYG SPDR Portfolio S&P 500 Growth ETF
+1.45%
+$10,738.1
Quanta Services Inc. logo
PWR Quanta Services Inc.
+1.43%
+$11,274.77
General Electric Company logo
GE General Electric Company
+1.42%
+$533.18
ConocoPhillips logo
COP ConocoPhillips
+1.22%
+$1,418.1
Wells Fargo & Company logo
WFC Wells Fargo & Company
+1.19%
+$1,071
Vanguard Growth ETF logo
VUG Vanguard Growth ETF
+1.1%
+$78,516.18
ServiceNow, Inc. logo
NOW ServiceNow, Inc.
+1.05%
+$2,047.4
Nebius Group N.V. logo
NBIS Nebius Group N.V.
+1.05%
+$990
Adobe Inc. logo
ADBE Adobe Inc.
+1.01%
+$700.29
Vanguard FTSE Emerging Markets ETF logo
VWO Vanguard FTSE Emerging Markets ETF
+0.96%
+$2,062.48
Equinor ASA Sponsored ADR logo
EQNR Equinor ASA Sponsored ADR
+0.91%
+$92.5
Alerian MLP ETF logo
AMLP Alerian MLP ETF
+0.89%
+$2,205
Charles Schwab Corporation logo
SCHW Charles Schwab Corporation
+0.87%
+$777.14
International Business Machines Corporation logo
IBM International Business Machines Corporation
+0.86%
+$954.99
GE Vernova Inc. logo
GEV GE Vernova Inc.
+0.85%
+$216.06
McDonald's Corporation logo
MCD McDonald's Corporation
+0.82%
+$457.6
iShares MSCI Emerging Markets ETF logo
EEM iShares MSCI Emerging Markets ETF
+0.79%
+$4,546.46
Tesla, Inc. logo
TSLA Tesla, Inc.
+0.76%
+$1,887.98
iShares Russell 1000 Growth ETF logo
IWF iShares Russell 1000 Growth ETF
+0.76%
+$8,953.4
iShares Core MSCI Emerging Markets ETF logo
IEMG iShares Core MSCI Emerging Markets ETF
+0.73%
+$8,831.71
CareTrust REIT Inc. logo
CTRE CareTrust REIT Inc.
+0.72%
+$1,260
SPDR S&P 500 ETF Trust logo
SPY SPDR S&P 500 ETF Trust
+0.72%
+$21,830.04
iShares ESG Aware MSCI USA ETF logo
ESGU iShares ESG Aware MSCI USA ETF
+0.71%
+$29.9
Bristol-Myers Squibb Company logo
BMY Bristol-Myers Squibb Company
+0.69%
+$8,910
iShares Core S&P 500 ETF logo
IVV iShares Core S&P 500 ETF
+0.69%
+$108,907.52
Dow Inc. logo
DOW Dow Inc.
+0.67%
+$50
Freedom 100 Emerging Markets ETF logo
FRDM Freedom 100 Emerging Markets ETF
+0.67%
+$19,266.58
Palantir Technologies Inc. logo
PLTR Palantir Technologies Inc.
+0.65%
+$1,040
Invesco QQQ Trust, Series 1 logo
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$15,460.08
Schwab U.S. Large-Cap ETF logo
SCHX Schwab U.S. Large-Cap ETF
+0.65%
+$2,065.68
iShares Russell 1000 ETF logo
IWB iShares Russell 1000 ETF
+0.64%
+$957.18
Aptus Collared Investment Opportunity ETF logo
ACIO Aptus Collared Investment Opportunity ETF
+0.64%
+$94,494.47
American Homes 4 Rent logo
AMH American Homes 4 Rent
+0.63%
+$210
Altria Group, Inc. logo
MO Altria Group, Inc.
+0.57%
+$427.44
Amphenol Corporation logo
APH Amphenol Corporation
+0.55%
+$1,730.06
VANGUARD TOTAL STOCK MKT ETF logo
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$609.16
Phillips 66 logo
PSX Phillips 66
+0.51%
+$653.39
Qnity Electronics Inc. logo
Q Qnity Electronics Inc.
+0.51%
+$82.5
iShares MSCI ACWI ETF logo
ACWI iShares MSCI ACWI ETF
+0.49%
+$492.79
Honeywell International Inc. logo
HON Honeywell International Inc.
+0.47%
+$87.78
Omega Healthcare Investors Inc. logo
OHI Omega Healthcare Investors Inc.
+0.46%
+$115
iShares Russell 1000 Value ETF logo
IWD iShares Russell 1000 Value ETF
+0.44%
+$3,142.41
eBay Inc. logo
EBAY eBay Inc.
+0.43%
+$380.24
Rocket Lab Corporation logo
RKLB Rocket Lab Corporation
+0.42%
+$3,289.41
Pfizer Inc. logo
PFE Pfizer Inc.
+0.4%
+$1,605.7
Broadcom Inc. logo
AVGO Broadcom Inc.
+0.37%
+$2,062.08
Procter & Gamble Co logo
PG Procter & Gamble Co
+0.37%
+$51.94
Berkshire Hathaway Inc. logo
BRK-B Berkshire Hathaway Inc.
+0.36%
+$3,591.66
Bank of America Corporation logo
BAC Bank of America Corporation
+0.36%
+$440
Nuveen ESG Mid-Cap Growth ETF logo
NUMG Nuveen ESG Mid-Cap Growth ETF
+0.35%
+$3.2
General Dynamics Corporation logo
GD General Dynamics Corporation
+0.32%
+$667.34
VanEck Semiconductor ETF logo
SMH VanEck Semiconductor ETF
+0.3%
+$652
Kyndryl Holdings Inc. logo
KD Kyndryl Holdings Inc.
+0.3%
+$4
Aptus Defined Risk ETF logo
DRSK Aptus Defined Risk ETF
+0.28%
+$29,861.44
JPMorgan Chase & Co. logo
JPM JPMorgan Chase & Co.
+0.27%
+$3,520.3
Pulse Biosciences, Inc. logo
PLSE Pulse Biosciences, Inc.
+0.26%
+$4,630.63
Johnson & Johnson logo
JNJ Johnson & Johnson
+0.21%
+$190.8
Analog Devices, Inc. logo
ADI Analog Devices, Inc.
+0.2%
+$347.8
Schwab U.S. Dividend Equity ETF logo
SCHD Schwab U.S. Dividend Equity ETF
+0.18%
+$126
U.S. Bancorp logo
USB U.S. Bancorp
+0.17%
+$22
AT&T Inc. logo
T AT&T Inc.
+0.17%
+$244
Peloton Interactive, Inc. logo
PTON Peloton Interactive, Inc.
+0.16%
+$50
The Toronto-Dominion Bank logo
TD The Toronto-Dominion Bank
+0.13%
+$160.64
Intuitive Surgical, Inc. logo
ISRG Intuitive Surgical, Inc.
+0.1%
+$43.2
iShares Preferred and Income Securities ETF logo
PFF iShares Preferred and Income Securities ETF
+0.1%
+$75
Citigroup Inc. logo
C Citigroup Inc.
+0.1%
+$3.9
Waste Management, Inc. logo
WM Waste Management, Inc.
+0.1%
+$88
Opus Small Cap Value ETF logo
OSCV Opus Small Cap Value ETF
+0.09%
+$2,911.96
Walmart Inc. logo
WMT Walmart Inc.
+0.09%
+$774.52
iShares S&P Small-Cap 600 Value ETF logo
IJS iShares S&P Small-Cap 600 Value ETF
+0.09%
+$24
Abbott Laboratories logo
ABT Abbott Laboratories
+0.09%
+$504.45
The Walt Disney Company logo
DIS The Walt Disney Company
+0.03%
+$29.46
iShares Short-Term National Muni Bond ETF logo
SUB iShares Short-Term National Muni Bond ETF
+0.01%
+$18
Enbridge Inc. Preferred Stock 2.983% Perpetual logo
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0
Esperion Therapeutics Inc. logo
ESPR Esperion Therapeutics Inc.
0%
$0
Taiwan Semiconductor Manufacturing Company Limited logo
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0
iShares Short Treasury Bond ETF logo
ICSH iShares Short Treasury Bond ETF
0%
$0
JPMorgan Ultra-Short Income ETF logo
JPST JPMorgan Ultra-Short Income ETF
0%
$0
Liberty All Star Equity Fund logo
USA Liberty All Star Equity Fund
0%
$0
Roblox Corporation logo
RBLX Roblox Corporation
-26.85%
-$19,605
Corteva Inc. logo
CTVA Corteva Inc.
-11.9%
-$2,657.5
TELUS Corporation logo
TU TELUS Corporation
-11.23%
-$1,452
Apple Inc. logo
AAPL Apple Inc.
-7.35%
-$1.59M
Trump Media & Technology Group Corp. logo
DJT Trump Media & Technology Group Corp.
-5.01%
-$140.4
Sarepta Therapeutics Inc. logo
SRPT Sarepta Therapeutics Inc.
-4.5%
-$490
Relx PLC Sponsored ADR logo
RELX Relx PLC Sponsored ADR
-3.25%
-$17,654.84
iShares Bitcoin Trust logo
IBIT iShares Bitcoin Trust
-2.89%
-$10,875.6
Grayscale Bitcoin Trust ETF logo
GBTC Grayscale Bitcoin Trust ETF
-2.85%
-$2,288
TG Therapeutics, Inc. logo
TGTX TG Therapeutics, Inc.
-2.8%
-$117,150.08
Aptiv PLC logo
APTV Aptiv PLC
-2.79%
-$11.34
GE HealthCare Technologies Inc. logo
GEHC GE HealthCare Technologies Inc.
-2.75%
-$67.2
Lumen Technologies Inc. logo
LUMN Lumen Technologies Inc.
-2.74%
-$599.4
AbbVie Inc. logo
ABBV AbbVie Inc.
-2.51%
-$38,276.52
Mitek Systems Inc. logo
MITK Mitek Systems Inc.
-2.17%
-$1,850
Boeing Company logo
BA Boeing Company
-2.15%
-$6,616.39
iShares Silver Trust logo
SLV iShares Silver Trust
-2.13%
-$5,700
Six Flags Entertainment Corporation logo
FUN Six Flags Entertainment Corporation
-2.09%
-$74
TransUnion logo
TRU TransUnion
-2.04%
-$2,460
Netflix, Inc. logo
NFLX Netflix, Inc.
-2%
-$15,023.4
Toast Inc. logo
TOST Toast Inc.
-1.77%
-$2,908.12
PulteGroup Inc. logo
PHM PulteGroup Inc.
-1.76%
-$1,264.4
Femasys Inc. logo
FEMY Femasys Inc.
-1.72%
-$37.5
British American Tobacco p.l.c. ADR logo
BTI British American Tobacco p.l.c. ADR
-1.69%
-$804.96
Archer-Daniels-Midland Co logo
ADM Archer-Daniels-Midland Co
-1.66%
-$938
Block, Inc. logo
SQ Block, Inc.
-1.64%
-$5.4
Snowflake Inc. logo
SNOW Snowflake Inc.
-1.62%
-$8,194.02
Copart Inc. logo
CPRT Copart Inc.
-1.52%
-$3,552.3
SPDR Gold Shares logo
GLD SPDR Gold Shares
-1.49%
-$25,711.45
Brookfield Infrastructure Partners L.P. logo
BIP Brookfield Infrastructure Partners L.P.
-1.49%
-$1,701
Novartis AG Sponsored ADR logo
NVS Novartis AG Sponsored ADR
-1.45%
-$2,237.34
NiSource Inc. logo
NI NiSource Inc.
-1.42%
-$3,200
VanEck Uranium and Nuclear ETF logo
NLR VanEck Uranium and Nuclear ETF
-1.41%
-$344.25
MGIC Investment Corporation logo
MTG MGIC Investment Corporation
-1.35%
-$1,994.65
DuPont de Nemours, Inc. logo
DD DuPont de Nemours, Inc.
-1.32%
-$153.18
Joby Aviation, Inc. logo
JOBY Joby Aviation, Inc.
-1.24%
-$216
Ford Motor Company logo
F Ford Motor Company
-1.21%
-$900
Resideo Technologies Inc. logo
REZI Resideo Technologies Inc.
-1.21%
-$10.5
IQVIA Holdings Inc. logo
IQV IQVIA Holdings Inc.
-1.17%
-$2,739.52
Sempra logo
SRE Sempra
-1.15%
-$14,859.81
NextEra Energy, Inc. logo
NEE NextEra Energy, Inc.
-1.15%
-$848.4
W.R. Berkley Corporation logo
WRB W.R. Berkley Corporation
-1.15%
-$980.28
Deere & Company logo
DE Deere & Company
-1.13%
-$11,002.38
Viatris Inc. logo
VTRS Viatris Inc.
-1.13%
-$59.6
Prologis Inc. logo
PLD Prologis Inc.
-1.08%
-$474
McKesson Corporation logo
MCK McKesson Corporation
-1.08%
-$559.2
Intel Corporation logo
INTC Intel Corporation
-1.02%
-$2,013.45
The Coca-Cola Company logo
KO The Coca-Cola Company
-1.02%
-$711.9
DraftKings Inc. logo
DKNG DraftKings Inc.
-1.01%
-$1,708.08
United Parcel Service, Inc. logo
UPS United Parcel Service, Inc.
-1%
-$1,992.9
Tempus AI, Inc. logo
TEM Tempus AI, Inc.
-0.95%
-$420
Progressive Corporation logo
PGR Progressive Corporation
-0.87%
-$2,968.56
Gilead Sciences Inc. logo
GILD Gilead Sciences Inc.
-0.81%
-$24,609.77
Aurinia Pharmaceuticals Inc. logo
AUPH Aurinia Pharmaceuticals Inc.
-0.8%
-$9
Kimberly-Clark Corporation logo
KMB Kimberly-Clark Corporation
-0.8%
-$264
Arm Holdings plc American Depositary Receipt logo
ARM Arm Holdings plc American Depositary Receipt
-0.77%
-$925
PayPal Holdings Inc logo
PYPL PayPal Holdings Inc
-0.76%
-$1,188
Red Rock Resorts Inc. logo
RRR Red Rock Resorts Inc.
-0.76%
-$490
Omeros Corporation logo
OMER Omeros Corporation
-0.75%
-$29.7
iShares Russell 2000 Growth ETF logo
IWO iShares Russell 2000 Growth ETF
-0.75%
-$224.8
Relmada Therapeutics Inc. logo
RLMD Relmada Therapeutics Inc.
-0.75%
-$800
Mastercard Incorporated logo
MA Mastercard Incorporated
-0.74%
-$3,986.5
Brookfield Infrastructure Partners L.P. logo
BIPC Brookfield Infrastructure Partners L.P.
-0.68%
-$43.5
James Hardie Industries plc logo
JHX James Hardie Industries plc
-0.68%
-$32.22
VANGUARD FTSE DEVELOPED MARKETS ETF logo
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$1,655.33
iShares Core MSCI EAFE ETF logo
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$806.4
American Tower Corporation logo
AMT American Tower Corporation
-0.63%
-$1,919.52
iShares MSCI EAFE ETF logo
EFA iShares MSCI EAFE ETF
-0.62%
-$29,104.68
EMCOR Group, Inc. logo
EME EMCOR Group, Inc.
-0.62%
-$494
Philip Morris International Inc. logo
PM Philip Morris International Inc.
-0.61%
-$313.88
Schwab International Equity ETF logo
SCHF Schwab International Equity ETF
-0.58%
-$1,824
Starbucks Corporation logo
SBUX Starbucks Corporation
-0.57%
-$374.4
iShares MSCI EAFE Small-Cap ETF logo
SCZ iShares MSCI EAFE Small-Cap ETF
-0.56%
-$84.6
Embecta Corp. logo
EMBC Embecta Corp.
-0.55%
-$0.48
Eli Lilly and Company logo
LLY Eli Lilly and Company
-0.53%
-$36.78
Broadridge Financial Solutions, Inc. logo
BR Broadridge Financial Solutions, Inc.
-0.53%
-$1,438.28
Celsius Holdings Inc. logo
CELH Celsius Holdings Inc.
-0.48%
-$3.64
Chemed Corporation logo
CHE Chemed Corporation
-0.47%
-$1,722.11
iShares Russell 2000 ETF logo
IWM iShares Russell 2000 ETF
-0.47%
-$2,699.36
abrdn Physical Platinum Shares ETF logo
PPLT abrdn Physical Platinum Shares ETF
-0.47%
-$700
PepsiCo, Inc. logo
PEP PepsiCo, Inc.
-0.46%
-$64.64
The Travelers Companies, Inc. logo
TRV The Travelers Companies, Inc.
-0.43%
-$326
TE Connectivity plc logo
TEL TE Connectivity plc
-0.43%
-$66.75
The Home Depot, Inc. logo
HD The Home Depot, Inc.
-0.42%
-$556.01
Rio Tinto Plc Sponsored ADR logo
RIO Rio Tinto Plc Sponsored ADR
-0.34%
-$165
PIMCO Active Bond Exchange-Traded Fund logo
BOND PIMCO Active Bond Exchange-Traded Fund
-0.33%
-$273.9
Cencora, Inc. logo
COR Cencora, Inc.
-0.28%
-$551.81
iShares Russell Mid-Cap ETF logo
IWR iShares Russell Mid-Cap ETF
-0.28%
-$31
iShares Core Dividend Growth ETF logo
DGRO iShares Core Dividend Growth ETF
-0.28%
-$747.99
Vanguard Small-Cap Growth ETF logo
VBK Vanguard Small-Cap Growth ETF
-0.27%
-$61.64
Vanguard Value ETF logo
VTV Vanguard Value ETF
-0.27%
-$758.14
iShares Russell 2000 Value ETF logo
IWN iShares Russell 2000 Value ETF
-0.25%
-$58.85
Costco Wholesale Corporation logo
COST Costco Wholesale Corporation
-0.24%
-$455.99
Huntington Bancshares Incorporated logo
HBAN Huntington Bancshares Incorporated
-0.23%
-$32
Vanguard Small-Cap ETF logo
VB Vanguard Small-Cap ETF
-0.22%
-$172.91
Vanguard FTSE All-World ex-US ETF logo
VEU Vanguard FTSE All-World ex-US ETF
-0.22%
-$143.1
SPDR Portfolio Aggregate Bond ETF logo
SPAB SPDR Portfolio Aggregate Bond ETF
-0.2%
-$2.5
Invesco S&P 500 Low Volatility ETF logo
SPLV Invesco S&P 500 Low Volatility ETF
-0.2%
-$97.35
ISHARES S&P 500 VALUE ETF logo
IVE ISHARES S&P 500 VALUE ETF
-0.19%
-$14,246.23
Enterprise Products Partners L.P. logo
EPD Enterprise Products Partners L.P.
-0.18%
-$99.26
Booking Holdings Inc. logo
BKNG Booking Holdings Inc.
-0.18%
-$476.03
Invesco S&P 500 Equal Weight ETF logo
RSP Invesco S&P 500 Equal Weight ETF
-0.17%
-$3,219.79
iShares iBoxx $ Investment Grade Corporate Bond ETF logo
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
-0.15%
-$10.56
Vanguard Intermediate-Term Corporate Bond Fund logo
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.15%
-$4.8
SPDR S&P MidCap 400 ETF Trust logo
MDY SPDR S&P MidCap 400 ETF Trust
-0.13%
-$533.3
McCormick & Company, Incorporated logo
MKC McCormick & Company, Incorporated
-0.12%
-$6
iShares National Muni Bond ETF logo
MUB iShares National Muni Bond ETF
-0.11%
-$120
iShares Core S&P Mid-Cap ETF logo
IJH iShares Core S&P Mid-Cap ETF
-0.11%
-$828.24
Vanguard Tax-Exempt Bond ETF logo
VTEB Vanguard Tax-Exempt Bond ETF
-0.1%
-$100
First Trust Managed Municipal Fund logo
FMB First Trust Managed Municipal Fund
-0.08%
-$132
Vanguard Mid-Cap ETF logo
VO Vanguard Mid-Cap ETF
-0.05%
-$1,104.16
Robinhood Markets, Inc. logo
HOOD Robinhood Markets, Inc.
-0.05%
-$106.72
Visa Inc. Class A logo
V Visa Inc. Class A
-0.04%
-$567.38
iShares Core S&P Small-Cap ETF logo
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$90.62
Uber Technologies, Inc. logo
UBER Uber Technologies, Inc.
-0.01%
-$34.17
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Dividends

Dividend Analysis

Yearly
$
Trades
531
Longs Won
363/531 68%
Profit Factor
16.74
Profitability
Shorts Won
0/0 0%
Standard Deviation
$421,023.8
Average Win
$124,238.64
Best Trade
(Aug 31) $6.28M
Sharpe Ratio
-10.72
Average Loss
-$16,032.49
Worst Trade
(Aug 19) -$587,145.13
Z-Score
6.81 (100%)
Commissions
$0
Avg. Trade Length
10m 3w 5d
Expectancy
$79,858.97
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 11,364 10,227 9,091 7,955 6,818 5,682 4,545 3,409 2,273 1,136
Hover over the desired column for a detailed explanation.

Returns

Overall, Monthly
Symbol Quantity Cost Value Comm. Profit (&#36;) Gain (%) Change
Apple Inc. logo
AAPL Apple Inc.
64,798 $14.42M $20.02M - $5.6M 38.85%
-7.354%
AbbVie Inc. logo
ABBV AbbVie Inc.
5,916 $1.24M $1.48M - $245,041.04 19.77%
-2.513%
Abbott Laboratories logo
ABT Abbott Laboratories
5,605 $743,610.52 $592,448.5 - -$151,162.02 -20.33%
+0.085%
Aptus Collared Investment Opportunity ETF logo
ACIO Aptus Collared Investment Opportunity ETF
325,843 $12.61M $14.97M - $2.36M 18.71%
+0.635%
iShares MSCI ACWI ETF logo
ACWI iShares MSCI ACWI ETF
640 $74,977.53 $100,115.19 - $25,137.66 33.53%
+0.495%
Adobe Inc. logo
ADBE Adobe Inc.
279 $107,004.94 $69,864.39 - -$37,140.55 -34.71%
+1.013%
Analog Devices, Inc. logo
ADI Analog Devices, Inc.
470 $94,785 $172,682.7 - $77,897.7 82.18%
+0.202%
Archer-Daniels-Midland Co logo
ADM Archer-Daniels-Midland Co
700 $33,606.81 $55,489 - $21,882.19 65.11%
-1.662%
AMC Entertainment Holdings, Inc. logo
AMC AMC Entertainment Holdings, Inc.
25 $72 $70.5 - -$1.5 -2.08%
+1.805%
American Homes 4 Rent logo
AMH American Homes 4 Rent
1,000 $37,810 $33,420 - -$4,390 -11.61%
+0.632%
Alerian MLP ETF logo
AMLP Alerian MLP ETF
4,500 $233,730 $248,940 - $15,210 6.51%
+0.894%
American Tower Corporation logo
AMT American Tower Corporation
1,745 $379,712.13 $302,513.2 - -$77,198.93 -20.33%
-0.631%
Amazon.com Inc logo
AMZN Amazon.com Inc
33,598 $6.39M $9.12M - $2.73M 42.74%
+15.321%
Arista Networks, Inc. logo
ANET Arista Networks, Inc.
20 $1,550 $3,607 - $2,057 132.71%
+5.456%
Amphenol Corporation logo
APH Amphenol Corporation
3,932 $265,685.24 $315,936.2 - $50,250.96 18.91%
+0.551%
Aptiv PLC logo
APTV Aptiv PLC
7 $477.49 $395.29 - -$82.2 -17.22%
-2.789%
Arm Holdings plc American Depositary Receipt logo
ARM Arm Holdings plc American Depositary Receipt
500 $53,395 $119,845 - $66,450 124.45%
-0.766%
Aurinia Pharmaceuticals Inc. logo
AUPH Aurinia Pharmaceuticals Inc.
75 $603 $1,116 - $513 85.07%
-0.8%
Broadcom Inc. logo
AVGO Broadcom Inc.
1,432 $241,058.47 $557,448.96 - $316,390.49 131.25%
+0.371%
Boeing Company logo
BA Boeing Company
1,390 $278,511.7 $300,434.6 - $21,922.9 7.87%
-2.155%
No Data
Option values are updated at end of day.
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Stephen A. Greco?
The largest contributions to the portfolio's profits come from the following stocks: Aptus Defined Risk ETF - $445,588.73, NVIDIA Corporation - $233,374.2, iShares MSCI EAFE ETF - $232,687.51, Palantir Technologies Inc - $217,114.3, and Rocket Lab Corporation - $216,469. 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: UnitedHealth Group Incorporated - $322,527.98, Roper Technologies Inc - $90,211.46, Copart Inc - $80,702.34, Chemed Corporation - $56,787.18, and ServiceNow, Inc - $36,647.58. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Stephen A. Greco's portfolio generate?
The portfolio generates substantial dividend income, with a total of $2.78M earned over time. The largest contributors to dividend income include Aptus Defined Risk ETF - $445,588.73, iShares MSCI EAFE ETF - $217,129.1, iShares Core S&P 500 ETF - $213,190.94, ISHARES S&P 500 VALUE ETF - $138,978.16, and Aptus Enhanced Yield ETF - $112,246.58. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Stephen A. Greco's monthly returns?
Stephen A. Greco's monthly returns look fairly stable overall, although some fluctuations are still visible. The performance pattern suggests a strategy that remains reasonably controlled from month to month, even if it is not completely smooth. This may appeal to users looking for a balance between steadier results and meaningful upside potential.
Can Stephen A. Greco's strategy be considered aggressive or moderate?
Stephen A. Greco's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Stephen A. Greco's strategy?
Stephen A. Greco's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
Account USV