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: 5 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:
29.88%
Gain -0.44%
Monthly
1.42%
Yearly
18.44%
Drawdown
11.08%
$185.14M
Equity
Holdings
$185.14M
Investment
$140.6M
$45.3M
Profit -$841,363.12
Realized
$757,669.35
Unrealized
$44.54M
Dividends
$3.06M

Goals

Avg. 100% completed goals
Yearly
Gain > 5%
2026
100%
Yearly
Gain < 20%
2026
100%
Today
Compared To Yesterday
Gain
-0.44%
Profit
-$841,363.12
Win %
67%
This Week
Compared To Last Week
Gain
-0.9%
Profit
-$1.68M
Win %
67%
This Month
Compared to last month
Gain
0.69%
Profit
$1.26M
Win %
67%
This Year
Compared to last year
Gain
12.89%
Profit
$21.14M
Win %
67%
Ford Motor Company logo
F Ford Motor Company
+3.05%
+$1,875
NiSource Inc. logo
NI NiSource Inc.
+2.82%
+$5,825
U.S. Bancorp logo
USB U.S. Bancorp
+2.74%
+$314
Kinder Morgan, Inc. logo
KMI Kinder Morgan, Inc.
+2.68%
+$1,760
British American Tobacco p.l.c. ADR logo
BTI British American Tobacco p.l.c. ADR
+2.59%
+$1,161
Citigroup Inc. logo
C Citigroup Inc.
+2.51%
+$92.7
Philip Morris International Inc. logo
PM Philip Morris International Inc.
+2.4%
+$1,278.13
PepsiCo, Inc. logo
PEP PepsiCo, Inc.
+2.21%
+$286.84
JPMorgan Chase & Co. logo
JPM JPMorgan Chase & Co.
+2.14%
+$26,870.34
Celsius Holdings Inc. logo
CELH Celsius Holdings Inc.
+2.13%
+$15.6
BP p.l.c. Sponsored ADR logo
BP BP p.l.c. Sponsored ADR
+2.12%
+$512.5
American Tower Corporation logo
AMT American Tower Corporation
+1.95%
+$6,177.3
Progressive Corporation logo
PGR Progressive Corporation
+1.87%
+$6,384
The Home Depot, Inc. logo
HD The Home Depot, Inc.
+1.83%
+$2,252
General Electric Company logo
GE General Electric Company
+1.82%
+$603.14
Wells Fargo & Company logo
WFC Wells Fargo & Company
+1.8%
+$1,564.5
The Walt Disney Company logo
DIS The Walt Disney Company
+1.76%
+$1,914.9
ONEOK, Inc. logo
OKE ONEOK, Inc.
+1.73%
+$67.51
Equinor ASA Sponsored ADR logo
EQNR Equinor ASA Sponsored ADR
+1.59%
+$178.75
Resideo Technologies Inc. logo
REZI Resideo Technologies Inc.
+1.57%
+$6.5
LyondellBasell Industries N.V. logo
LYB LyondellBasell Industries N.V.
+1.56%
+$195
The Coca-Cola Company logo
KO The Coca-Cola Company
+1.5%
+$1,091.58
ConocoPhillips logo
COP ConocoPhillips
+1.5%
+$2,078.25
General Dynamics Corporation logo
GD General Dynamics Corporation
+1.49%
+$2,751.41
Relx PLC Sponsored ADR logo
RELX Relx PLC Sponsored ADR
+1.48%
+$8,456.52
Enterprise Products Partners L.P. logo
EPD Enterprise Products Partners L.P.
+1.46%
+$737.36
Sempra logo
SRE Sempra
+1.45%
+$17,168.13
Procter & Gamble Co logo
PG Procter & Gamble Co
+1.44%
+$221.48
Altria Group, Inc. logo
MO Altria Group, Inc.
+1.42%
+$1,150.8
Huntington Bancshares Incorporated logo
HBAN Huntington Bancshares Incorporated
+1.4%
+$172
Diamondback Energy Inc logo
FANG Diamondback Energy Inc
+1.4%
+$6,535.62
Viatris Inc. logo
VTRS Viatris Inc.
+1.37%
+$74.53
AT&T Inc. logo
T AT&T Inc.
+1.34%
+$1,921.5
Kimberly-Clark Corporation logo
KMB Kimberly-Clark Corporation
+1.31%
+$408
Rio Tinto Plc Sponsored ADR logo
RIO Rio Tinto Plc Sponsored ADR
+1.3%
+$585
McCormick & Company, Incorporated logo
MKC McCormick & Company, Incorporated
+1.29%
+$59
Cboe Global Markets Inc. logo
CBOE Cboe Global Markets Inc.
+1.29%
+$795
Peloton Interactive, Inc. logo
PTON Peloton Interactive, Inc.
+1.24%
+$330
Verizon Communications Inc. logo
VZ Verizon Communications Inc.
+1.23%
+$3,301.07
NextEra Energy, Inc. logo
NEE NextEra Energy, Inc.
+1.11%
+$739.2
The Toronto-Dominion Bank logo
TD The Toronto-Dominion Bank
+1.09%
+$1,315.24
Johnson & Johnson logo
JNJ Johnson & Johnson
+1.09%
+$993.6
Chevron Corporation logo
CVX Chevron Corporation
+1.07%
+$7,172.1
Aptiv PLC logo
APTV Aptiv PLC
+1.06%
+$3.36
Invesco S&P 500 Low Volatility ETF logo
SPLV Invesco S&P 500 Low Volatility ETF
+1.05%
+$502.98
Costco Wholesale Corporation logo
COST Costco Wholesale Corporation
+1.04%
+$2,037
Honeywell International Inc. logo
HON Honeywell International Inc.
+1.02%
+$165.55
The Travelers Companies, Inc. logo
TRV The Travelers Companies, Inc.
+1.02%
+$782
Eli Lilly and Company logo
LLY Eli Lilly and Company
+1%
+$74.82
Devon Energy Corporation logo
DVN Devon Energy Corporation
+0.99%
+$245
iShares MSCI EAFE Small-Cap ETF logo
SCZ iShares MSCI EAFE Small-Cap ETF
+0.99%
+$147.6
PulteGroup Inc. logo
PHM PulteGroup Inc.
+0.98%
+$618.27
Bank of America Corporation logo
BAC Bank of America Corporation
+0.97%
+$1,000
Schwab U.S. Dividend Equity ETF logo
SCHD Schwab U.S. Dividend Equity ETF
+0.95%
+$682.5
Phillips 66 logo
PSX Phillips 66
+0.92%
+$1,600.22
Visa Inc. Class A logo
V Visa Inc. Class A
+0.9%
+$14,509.74
Omega Healthcare Investors Inc. logo
OHI Omega Healthcare Investors Inc.
+0.88%
+$200
MGIC Investment Corporation logo
MTG MGIC Investment Corporation
+0.87%
+$1,167.6
Apple Inc. logo
AAPL Apple Inc.
+0.86%
+$190,830.11
Opus Small Cap Value ETF logo
OSCV Opus Small Cap Value ETF
+0.83%
+$24,023.67
Berkshire Hathaway Inc. logo
BRK-B Berkshire Hathaway Inc.
+0.81%
+$8,168.13
Walmart Inc. logo
WMT Walmart Inc.
+0.75%
+$6,815.6
AbbVie Inc. logo
ABBV AbbVie Inc.
+0.7%
+$11,772.9
iShares Core MSCI EAFE ETF logo
IEFA iShares Core MSCI EAFE ETF
+0.7%
+$864
PayPal Holdings Inc logo
PYPL PayPal Holdings Inc
+0.69%
+$1,066.5
McKesson Corporation logo
MCK McKesson Corporation
+0.67%
+$401.4
Dow Inc. logo
DOW Dow Inc.
+0.66%
+$48.75
iShares Core Dividend Growth ETF logo
DGRO iShares Core Dividend Growth ETF
+0.64%
+$1,717
James Hardie Industries plc logo
JHX James Hardie Industries plc
+0.64%
+$29.54
Analog Devices, Inc. logo
ADI Analog Devices, Inc.
+0.62%
+$1,177.35
iShares MSCI EAFE ETF logo
EFA iShares MSCI EAFE ETF
+0.6%
+$27,530.38
Novartis AG Sponsored ADR logo
NVS Novartis AG Sponsored ADR
+0.59%
+$864.64
American Homes 4 Rent logo
AMH American Homes 4 Rent
+0.58%
+$180
Alerian MLP ETF logo
AMLP Alerian MLP ETF
+0.57%
+$1,327.5
Vanguard Value ETF logo
VTV Vanguard Value ETF
+0.55%
+$1,567.7
TELUS Corporation logo
TU TELUS Corporation
+0.54%
+$54
DuPont de Nemours, Inc. logo
DD DuPont de Nemours, Inc.
+0.52%
+$57.44
Starbucks Corporation logo
SBUX Starbucks Corporation
+0.52%
+$312
VANGUARD FTSE DEVELOPED MARKETS ETF logo
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.51%
+$1,253.48
Schwab International Equity ETF logo
SCHF Schwab International Equity ETF
+0.51%
+$1,568.64
W.R. Berkley Corporation logo
WRB W.R. Berkley Corporation
+0.49%
+$420.12
McDonald's Corporation logo
MCD McDonald's Corporation
+0.48%
+$241.28
CareTrust REIT Inc. logo
CTRE CareTrust REIT Inc.
+0.47%
+$714
Boeing Company logo
BA Boeing Company
+0.45%
+$1,188.45
Prologis Inc. logo
PLD Prologis Inc.
+0.44%
+$168
United Parcel Service, Inc. logo
UPS United Parcel Service, Inc.
+0.41%
+$759.2
Booking Holdings Inc. logo
BKNG Booking Holdings Inc.
+0.4%
+$922.04
Waste Management, Inc. logo
WM Waste Management, Inc.
+0.4%
+$356
Pfizer Inc. logo
PFE Pfizer Inc.
+0.39%
+$1,846.56
Mastercard Incorporated logo
MA Mastercard Incorporated
+0.39%
+$2,246.51
abrdn Physical Platinum Shares ETF logo
PPLT abrdn Physical Platinum Shares ETF
+0.37%
+$550
ISHARES S&P 500 VALUE ETF logo
IVE ISHARES S&P 500 VALUE ETF
+0.35%
+$25,960.38
Bristol-Myers Squibb Company logo
BMY Bristol-Myers Squibb Company
+0.31%
+$3,762
Corteva Inc. logo
CTVA Corteva Inc.
+0.31%
+$10
iShares Russell 1000 Value ETF logo
IWD iShares Russell 1000 Value ETF
+0.3%
+$2,165.72
iShares S&P Small-Cap 600 Value ETF logo
IJS iShares S&P Small-Cap 600 Value ETF
+0.3%
+$77
Cencora, Inc. logo
COR Cencora, Inc.
+0.29%
+$620
GE Vernova Inc. logo
GEV GE Vernova Inc.
+0.22%
+$53.82
PIMCO Active Bond Exchange-Traded Fund logo
BOND PIMCO Active Bond Exchange-Traded Fund
+0.15%
+$118.69
TE Connectivity plc logo
TEL TE Connectivity plc
+0.13%
+$20.25
iShares iBoxx $ Investment Grade Corporate Bond ETF logo
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
+0.13%
+$8.58
Invesco S&P 500 Equal Weight ETF logo
RSP Invesco S&P 500 Equal Weight ETF
+0.12%
+$2,262.52
Vanguard Intermediate-Term Corporate Bond Fund logo
VCIT Vanguard Intermediate-Term Corporate Bond Fund
+0.11%
+$3.6
SPDR Portfolio Aggregate Bond ETF logo
SPAB SPDR Portfolio Aggregate Bond ETF
+0.1%
+$1.25
iShares Russell 2000 Value ETF logo
IWN iShares Russell 2000 Value ETF
+0.1%
+$22.47
Vanguard FTSE All-World ex-US ETF logo
VEU Vanguard FTSE All-World ex-US ETF
+0.09%
+$55.65
First Trust Managed Municipal Fund logo
FMB First Trust Managed Municipal Fund
+0.07%
+$108.57
JPMorgan Ultra-Short Income ETF logo
JPST JPMorgan Ultra-Short Income ETF
+0.05%
+$5.87
GE HealthCare Technologies Inc. logo
GEHC GE HealthCare Technologies Inc.
+0.03%
+$0.7
iShares Short Treasury Bond ETF logo
ICSH iShares Short Treasury Bond ETF
+0.01%
+$0.21
Vanguard Tax-Exempt Bond ETF logo
VTEB Vanguard Tax-Exempt Bond ETF
+0.01%
+$10
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
Warner Bros. Discovery, Inc. logo
WBD Warner Bros. Discovery, Inc.
0%
$0
22nd Century Group Inc. logo
XXII 22nd Century Group Inc.
-33.67%
$0
Omeros Corporation logo
OMER Omeros Corporation
-14.37%
-$891
Nebius Group N.V. logo
NBIS Nebius Group N.V.
-8.18%
-$7,705
Snowflake Inc. logo
SNOW Snowflake Inc.
-7.14%
-$40,655.51
Tempus AI, Inc. logo
TEM Tempus AI, Inc.
-7.03%
-$5,000
Palantir Technologies Inc. logo
PLTR Palantir Technologies Inc.
-6.26%
-$16,321.5
IonQ, Inc. logo
IONQ IonQ, Inc.
-6.17%
-$18,666.6
Rocket Lab Corporation logo
RKLB Rocket Lab Corporation
-5.35%
-$36,000.76
ServiceNow, Inc. logo
NOW ServiceNow, Inc.
-4.72%
-$12,390.32
Lumen Technologies Inc. logo
LUMN Lumen Technologies Inc.
-4%
-$649.35
Intel Corporation logo
INTC Intel Corporation
-3.7%
-$7,642.45
Arm Holdings plc American Depositary Receipt logo
ARM Arm Holdings plc American Depositary Receipt
-3.68%
-$4,502.49
Pulse Biosciences, Inc. logo
PLSE Pulse Biosciences, Inc.
-3.54%
-$83,094.98
Trump Media & Technology Group Corp. logo
DJT Trump Media & Technology Group Corp.
-3.51%
-$70.2
Oracle Corporation logo
ORCL Oracle Corporation
-3.43%
-$9,563.92
DraftKings Inc. logo
DKNG DraftKings Inc.
-3.16%
-$4,341.37
Arista Networks, Inc. logo
ANET Arista Networks, Inc.
-3.02%
-$112.2
Salesforce Inc logo
CRM Salesforce Inc
-3.02%
-$3,066.06
Mitek Systems Inc. logo
MITK Mitek Systems Inc.
-2.93%
-$2,475
TG Therapeutics, Inc. logo
TGTX TG Therapeutics, Inc.
-2.84%
-$124,389.87
Roblox Corporation logo
RBLX Roblox Corporation
-2.62%
-$2,010
Marvell Technology, Inc. logo
MRVL Marvell Technology, Inc.
-2.58%
-$14,329.02
Adobe Inc. logo
ADBE Adobe Inc.
-2.58%
-$1,810.71
Broadcom Inc. logo
AVGO Broadcom Inc.
-2.53%
-$12,472.72
Relmada Therapeutics Inc. logo
RLMD Relmada Therapeutics Inc.
-2.5%
-$1,600
Netflix, Inc. logo
NFLX Netflix, Inc.
-2.5%
-$18,639.31
Meta Platforms Inc Class A logo
META Meta Platforms Inc Class A
-2.2%
-$294,733.62
Sarepta Therapeutics Inc. logo
SRPT Sarepta Therapeutics Inc.
-2.02%
-$252
Qnity Electronics Inc. logo
Q Qnity Electronics Inc.
-1.93%
-$288.75
Robinhood Markets, Inc. logo
HOOD Robinhood Markets, Inc.
-1.81%
-$5,029.18
CDW Corporation logo
CDW CDW Corporation
-1.72%
-$530
Quanta Services Inc. logo
PWR Quanta Services Inc.
-1.7%
-$13,125.86
Microsoft Corp. logo
MSFT Microsoft Corp.
-1.66%
-$64,037.04
Vanguard Small-Cap Growth ETF logo
VBK Vanguard Small-Cap Growth ETF
-1.66%
-$373.19
VanEck Semiconductor ETF logo
SMH VanEck Semiconductor ETF
-1.64%
-$3,660
Cisco Systems, Inc. logo
CSCO Cisco Systems, Inc.
-1.6%
-$880
Alphabet Inc logo
GOOGL Alphabet Inc
-1.52%
-$28,164.2
Alphabet Inc logo
GOOG Alphabet Inc
-1.49%
-$27,572.5
Eaton Corporation plc logo
ETN Eaton Corporation plc
-1.45%
-$1,749
Nuveen ESG Mid-Cap Growth ETF logo
NUMG Nuveen ESG Mid-Cap Growth ETF
-1.43%
-$13.3
Six Flags Entertainment Corporation logo
FUN Six Flags Entertainment Corporation
-1.4%
-$24
Invesco QQQ Trust, Series 1 logo
QQQ Invesco QQQ Trust, Series 1
-1.38%
-$34,994.07
Charles Schwab Corporation logo
SCHW Charles Schwab Corporation
-1.33%
-$1,071.77
AMC Entertainment Holdings, Inc. logo
AMC AMC Entertainment Holdings, Inc.
-1.32%
-$1
iShares Russell 2000 Growth ETF logo
IWO iShares Russell 2000 Growth ETF
-1.3%
-$360.8
Joby Aviation, Inc. logo
JOBY Joby Aviation, Inc.
-1.25%
-$144
IQVIA Holdings Inc. logo
IQV IQVIA Holdings Inc.
-1.18%
-$3,159.86
Amphenol Corporation logo
APH Amphenol Corporation
-1.17%
-$7,510.12
iShares Russell 1000 Growth ETF logo
IWF iShares Russell 1000 Growth ETF
-1.15%
-$14,309.34
Herc Holdings Inc. logo
HRI Herc Holdings Inc.
-1.13%
-$40.6
International Business Machines Corporation logo
IBM International Business Machines Corporation
-1.09%
-$1,275
iShares MSCI Emerging Markets ETF logo
EEM iShares MSCI Emerging Markets ETF
-1.06%
-$6,183.24
Vanguard Growth ETF logo
VUG Vanguard Growth ETF
-1.04%
-$78,516.18
EMCOR Group, Inc. logo
EME EMCOR Group, Inc.
-1%
-$730
Tesla, Inc. logo
TSLA Tesla, Inc.
-0.99%
-$2,860.01
iShares Core MSCI Emerging Markets ETF logo
IEMG iShares Core MSCI Emerging Markets ETF
-0.94%
-$11,512.77
iShares Bitcoin Trust logo
IBIT iShares Bitcoin Trust
-0.92%
-$4,411.8
Deere & Company logo
DE Deere & Company
-0.92%
-$9,691.82
SPDR Portfolio S&P 500 Growth ETF logo
SPYG SPDR Portfolio S&P 500 Growth ETF
-0.91%
-$7,137.3
Freedom 100 Emerging Markets ETF logo
FRDM Freedom 100 Emerging Markets ETF
-0.9%
-$26,211.51
Grayscale Bitcoin Trust ETF logo
GBTC Grayscale Bitcoin Trust ETF
-0.87%
-$880
Vanguard FTSE Emerging Markets ETF logo
VWO Vanguard FTSE Emerging Markets ETF
-0.83%
-$1,804.67
Gilead Sciences Inc. logo
GILD Gilead Sciences Inc.
-0.82%
-$29,670
Block, Inc. logo
XYZ Block, Inc.
-0.79%
-$2.52
Aurinia Pharmaceuticals Inc. logo
AUPH Aurinia Pharmaceuticals Inc.
-0.78%
-$9.75
VanEck Uranium and Nuclear ETF logo
NLR VanEck Uranium and Nuclear ETF
-0.76%
-$165.37
Uber Technologies, Inc. logo
UBER Uber Technologies, Inc.
-0.65%
-$1,571.82
Kyndryl Holdings Inc. logo
KD Kyndryl Holdings Inc.
-0.64%
-$8.5
eBay Inc. logo
EBAY eBay Inc.
-0.62%
-$593.64
Liberty All Star Equity Fund logo
USA Liberty All Star Equity Fund
-0.58%
-$79.59
iShares Russell 2000 ETF logo
IWM iShares Russell 2000 ETF
-0.58%
-$3,107.2
Femasys Inc. logo
FEMY Femasys Inc.
-0.58%
-$7.5
Vanguard Small-Cap ETF logo
VB Vanguard Small-Cap ETF
-0.53%
-$399.55
SAP SE Sponsored ADR logo
SAP SAP SE Sponsored ADR
-0.53%
-$23.75
Brookfield Infrastructure Partners L.P. logo
BIPC Brookfield Infrastructure Partners L.P.
-0.51%
-$28.5
Broadridge Financial Solutions, Inc. logo
BR Broadridge Financial Solutions, Inc.
-0.49%
-$1,508.44
TransUnion logo
TRU TransUnion
-0.43%
-$480
VANGUARD TOTAL STOCK MKT ETF logo
VTI VANGUARD TOTAL STOCK MKT ETF
-0.41%
-$492.98
Schwab U.S. Large-Cap ETF logo
SCHX Schwab U.S. Large-Cap ETF
-0.4%
-$1,304.64
iShares Russell 1000 ETF logo
IWB iShares Russell 1000 ETF
-0.39%
-$615.86
Toast Inc. logo
TOST Toast Inc.
-0.39%
-$626.75
iShares ESG Aware MSCI USA ETF logo
ESGU iShares ESG Aware MSCI USA ETF
-0.39%
-$17.03
Aptus Collared Investment Opportunity ETF logo
ACIO Aptus Collared Investment Opportunity ETF
-0.37%
-$57,022.53
iShares Russell Mid-Cap ETF logo
IWR iShares Russell Mid-Cap ETF
-0.36%
-$39.5
iShares Core S&P 500 ETF logo
IVV iShares Core S&P 500 ETF
-0.35%
-$57,218.99
Copart Inc. logo
CPRT Copart Inc.
-0.34%
-$749.93
SPDR S&P 500 ETF Trust logo
SPY SPDR S&P 500 ETF Trust
-0.34%
-$10,751.56
Brookfield Infrastructure Partners L.P. logo
BIP Brookfield Infrastructure Partners L.P.
-0.32%
-$324
Amazon.com Inc logo
AMZN Amazon.com Inc
-0.27%
-$22,987.75
Boston Scientific Corporation logo
BSX Boston Scientific Corporation
-0.25%
-$3.85
Chemed Corporation logo
CHE Chemed Corporation
-0.23%
-$806.82
SPDR S&P MidCap 400 ETF Trust logo
MDY SPDR S&P MidCap 400 ETF Trust
-0.21%
-$858.2
iShares Core S&P Mid-Cap ETF logo
IJH iShares Core S&P Mid-Cap ETF
-0.2%
-$1,552.95
iShares Preferred and Income Securities ETF logo
PFF iShares Preferred and Income Securities ETF
-0.2%
-$149.75
Abbott Laboratories logo
ABT Abbott Laboratories
-0.19%
-$1,092.97
iShares MSCI ACWI ETF logo
ACWI iShares MSCI ACWI ETF
-0.18%
-$185.6
Embecta Corp. logo
EMBC Embecta Corp.
-0.17%
-$0.26
iShares Silver Trust logo
SLV iShares Silver Trust
-0.14%
-$350
Red Rock Resorts Inc. logo
RRR Red Rock Resorts Inc.
-0.12%
-$60.4
Sollensys Corp logo
SOLS Sollensys Corp
-0.11%
-$2.47
Intuitive Surgical, Inc. logo
ISRG Intuitive Surgical, Inc.
-0.07%
-$37.2
iShares Core S&P Small-Cap ETF logo
IJR iShares Core S&P Small-Cap ETF
-0.07%
-$203.94
iShares National Muni Bond ETF logo
MUB iShares National Muni Bond ETF
-0.05%
-$50
Vanguard Mid-Cap ETF logo
VO Vanguard Mid-Cap ETF
-0.05%
-$1,104.16
NVIDIA Corporation logo
NVDA NVIDIA Corporation
-0.05%
-$2,151.7
Aptus Defined Risk ETF logo
DRSK Aptus Defined Risk ETF
-0.04%
-$3,732.68
SPDR Gold Shares logo
GLD SPDR Gold Shares
-0.01%
-$228.7
Archer-Daniels-Midland Co logo
ADM Archer-Daniels-Midland Co
-0.01%
-$7
iShares Short-Term National Muni Bond ETF logo
SUB iShares Short-Term National Muni Bond ETF
-0.01%
-$9
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Dividends

Dividend Analysis

Yearly
$
Trades
531
Longs Won
358/531 67%
Profit Factor
15.71
Profitability
Shorts Won
0/0 0%
Standard Deviation
$484,603.43
Average Win
$135,121.81
Best Trade
(Oct 16) $7.9M
Sharpe Ratio
-10.72
Average Loss
-$17,793.21
Worst Trade
(Jun 29) -$325,929.17
Z-Score
4.47 (100%)
Commissions
$0
Avg. Trade Length
11m 2w 6d
Expectancy
$85,302.04
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 10,417 9,375 8,333 7,292 6,250 5,208 4,167 3,125 2,083 1,042
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 $22.35M - $7.94M 55.05%
+0.861%
AbbVie Inc. logo
ABBV AbbVie Inc.
5,916 $1.24M $1.69M - $448,847.24 36.21%
+0.702%
Abbott Laboratories logo
ABT Abbott Laboratories
5,605 $743,610.52 $585,638.42 - -$157,972.1 -21.24%
-0.186%
Aptus Collared Investment Opportunity ETF logo
ACIO Aptus Collared Investment Opportunity ETF
325,843 $12.61M $15.35M - $2.74M 21.75%
-0.37%
iShares MSCI ACWI ETF logo
ACWI iShares MSCI ACWI ETF
640 $74,977.53 $101,721.6 - $26,744.07 35.67%
-0.182%
Adobe Inc. logo
ADBE Adobe Inc.
279 $107,004.94 $68,405.22 - -$38,599.72 -36.07%
-2.579%
Analog Devices, Inc. logo
ADI Analog Devices, Inc.
470 $94,785 $191,033.85 - $96,248.85 101.54%
+0.62%
Archer-Daniels-Midland Co logo
ADM Archer-Daniels-Midland Co
700 $33,606.81 $58,044 - $24,437.19 72.71%
-0.012%
AMC Entertainment Holdings, Inc. logo
AMC AMC Entertainment Holdings, Inc.
25 $72 $74.5 - $2.5 3.47%
-1.325%
American Homes 4 Rent logo
AMH American Homes 4 Rent
1,000 $37,810 $31,150 - -$6,660 -17.61%
+0.581%
Alerian MLP ETF logo
AMLP Alerian MLP ETF
4,500 $233,730 $234,922.5 - $1,192.5 0.51%
+0.568%
American Tower Corporation logo
AMT American Tower Corporation
1,745 $379,712.13 $322,650.5 - -$57,061.63 -15.03%
+1.952%
Amazon.com Inc logo
AMZN Amazon.com Inc
33,598 $6.39M $8.54M - $2.14M 33.54%
-0.269%
Arista Networks, Inc. logo
ANET Arista Networks, Inc.
20 $1,550 $3,599.4 - $2,049.4 132.22%
-3.023%
Amphenol Corporation logo
APH Amphenol Corporation
7,864 $265,685.24 $633,327.24 - $367,642 138.38%
-1.172%
Aptiv PLC logo
APTV Aptiv PLC
7 $477.49 $319.69 - -$157.8 -33.05%
+1.062%
Arm Holdings plc American Depositary Receipt logo
ARM Arm Holdings plc American Depositary Receipt
500 $53,395 $117,892.5 - $64,497.5 120.79%
-3.679%
Aurinia Pharmaceuticals Inc. logo
AUPH Aurinia Pharmaceuticals Inc.
75 $603 $1,245 - $642 106.47%
-0.777%
Broadcom Inc. logo
AVGO Broadcom Inc.
1,432 $241,058.47 $480,607.84 - $239,549.37 99.37%
-2.53%
Boeing Company logo
BA Boeing Company
1,390 $278,511.7 $263,523.15 - -$14,988.55 -5.38%
+0.453%
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, iShares Core S&P 500 ETF - $260,042.66, NVIDIA Corporation - $238,753.45, iShares MSCI EAFE ETF - $232,687.51, and Palantir Technologies Inc - $217,114.3. 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 - $56,312.58, 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 $3.06M earned over time. The largest contributors to dividend income include Aptus Defined Risk ETF - $445,588.73, iShares Core S&P 500 ETF - $260,042.66, iShares MSCI EAFE ETF - $217,129.1, ISHARES S&P 500 VALUE ETF - $168,448.57, 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