Brady Green Portfolio
Invests via GGM Financials LLC | Managed by Brady Green
Invests via GGM Financials LLC
Managed by Brady Green
Automatically Tracked
Brady Green Profile
Seasoned growth investor and operator focused on tech-enabled consumer and SaaS businesses across early and growth stages. Brady Green brings operating background in product and go-to-market roles and has led deal sourcing, portfolio support and board-level strategy. Active in seed-to-Series B financings, capital allocation, and commercialization initiatives for scaling startups.
Seasoned growth investor and operator focused on tech-enabled consumer and SaaS businesses across early and growth stages. Brady Green brings operating background in product and go-to-market roles and has led deal sourcing, portfolio support and board-level strategy. Active in seed-to-Series B financings, capital allocation, and commercialization initiatives for scaling startups.
Investment Philosophy & Strategy
Growth-oriented investor emphasizing tech-enabled consumer and SaaS companies at seed through Series B. Pursues concentrated, high-conviction stakes in teams with product-market fit and repeatable go-to-market motion, allocating capital to accelerate commercial traction and unit-economics improvement. Combines operator lens—product and GTM experience—with board-level intervention to de-risk scale, prioritize hiring, and optimize monetization. Time horizon is medium-to-long term with active portfolio support, disciplined follow-on reserve management, and a preference for capital-efficient models that can compound through ARR expansion.
Growth-oriented investor emphasizing tech-enabled consumer and SaaS companies at seed through Series B. Pursues concentrated, high-conviction stakes in teams with product-market fit and repeatable go-to-market motion, allocating capital to accelerate commercial traction and unit-economics improvement. Combines operator lens—product and GTM experience—with board-level intervention to de-risk scale, prioritize hiring, and optimize monetization. Time horizon is medium-to-long term with active portfolio support, disciplined follow-on reserve management, and a preference for capital-efficient models that can compound through ARR expansion.
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:
8.28%
Gain
Monthly
0.32%
Yearly
3.97%
Drawdown
16.75%
$238.94M
Equity
Holdings
$238.94M
Investment
$221.4M
$40.76M
Profit -$1.94M
Realized
$23.22M
Unrealized
$17.53M
Dividends
$6.99M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$1.94M
Win %
75%
This Week
Compared To Last Week
Gain
-1.27%
Profit
-$3.07M
Win %
75%
This Month
Compared to last month
Gain
-1.07%
Profit
-$2.57M
Win %
75%
This Year
Compared to last year
Gain
10.05%
Profit
$21.81M
Win %
74%
ABT Abbott Laboratories
+10.48%
+$59,712.96 
MCK McKesson Corporation
+5.92%
+$6,699.56 
MDLZ Mondelez International, Inc.
+4.31%
+$1,677.39 
WM Waste Management, Inc.
+4.16%
+$6,560.14 
DEO Diageo plc Sponsored ADR
+4.03%
+$1,294.21 
IBM International Business Machines Corporation
+3.97%
+$251.45 
VTRS Viatris Inc.
+3.77%
+$208.86 
ECVT Ecovyst Inc.
+3.75%
+$351.44 
MRK Merck & Co., Inc.
+3.72%
+$7,365.78 
COR Cencora, Inc.
+3.7%
+$3,190.82 
ABBV AbbVie Inc.
+3.44%
+$48,796.24 
CMCSA Comcast Corp
+3.31%
+$140.02 
T AT&T Inc.
+3.31%
+$594.93 
IOT Samsara Inc. Class A Common Stock
+3.27%
+$12,212.97 
MPC Marathon Petroleum Corporation
+3.02%
+$2,160.56 
VZ Verizon Communications Inc.
+2.96%
+$429.26 
FRME First Merchants Corporation
+2.95%
+$2,221.81 
PEP PepsiCo, Inc.
+2.94%
+$8,138.08 
CL Colgate-Palmolive Company
+2.9%
+$411.52 
TJX The TJX Companies, Inc.
+2.73%
+$3,778.04 
AZO AutoZone Inc.
+2.63%
+$5,943.96 
RPM RPM International Inc.
+2.56%
+$1,731.84 
SPGI S&P Global Inc.
+2.56%
+$5,804.96 
BMY Bristol-Myers Squibb Company
+2.49%
+$392.74 
MCD McDonald's Corporation
+2.48%
+$11,699.24 
MA Mastercard Incorporated
+2.43%
+$6,305 
WMT Walmart Inc.
+2.41%
+$6,059.59 
KMB Kimberly-Clark Corporation
+2.35%
+$323.14 
MRP Millrose Properties Inc.
+2.19%
+$144.27 
LOW Lowe's Companies Inc.
+2.14%
+$943.95 
MSFT Microsoft Corp.
+2.13%
+$20,888.04 
PRU Prudential Financial, Inc.
+2.12%
+$117.12 
SCHD Schwab U.S. Dividend Equity ETF
+2.1%
+$8,748.88 
CTVA Corteva Inc.
+1.97%
+$137.78 
REGN Regeneron Pharmaceuticals, Inc.
+1.91%
+$2,014.51 
IYH iShares U.S. Healthcare ETF
+1.89%
+$406.06 
HBAN Huntington Bancshares Incorporated
+1.89%
+$442.43 
VSNT Versant Media Group, Inc.
+1.83%
+$4.62 
PG Procter & Gamble Co
+1.78%
+$20,737.01 
FVD First Trust Value Line Dividend Index Fund
+1.75%
+$21,054.37 
CVX Chevron Corporation
+1.59%
+$4,866.76 
FTCS First Trust Capital Strength ETF
+1.59%
+$922.62 
DVY iShares Select Dividend ETF
+1.58%
+$126.5 
LLY Eli Lilly and Company
+1.45%
+$10,960.12 
BROS Dutch Bros Inc.
+1.39%
+$7.96 
AAPL Apple Inc.
+1.36%
+$30,780.65 
AFL Aflac Inc.
+1.28%
+$914.5 
USB U.S. Bancorp
+1.27%
+$2,492.8 
XLE Energy Select Sector SPDR Fund
+1.26%
+$3,914.23 
XOM Exxon Mobil Corporation
+1.25%
+$455.4 
KKR KKR & Co. Inc.
+1.2%
+$249.26 
JNJ Johnson & Johnson
+1.19%
+$293.5 
HD The Home Depot, Inc.
+1.17%
+$1,872.95 
IMCV iShares Morningstar Mid-Cap ETF
+1.11%
+$525.13 
IWN iShares Russell 2000 Value ETF
+1.09%
+$45.79 
PFE Pfizer Inc.
+1.09%
+$234.99 
FDX FedEx Corporation
+1.06%
+$7,239.42 
GSC Goldman Sachs Small Cap Core Equity ETF
+1.06%
+$19,812.99 
IAK iShares U.S. Insurance ETF
+0.98%
+$339.48 
USMV iShares MSCI USA Min Vol Factor ETF
+0.97%
+$28,320.36 
DUK Duke Energy Corporation
+0.96%
+$2,156.4 
UBER Uber Technologies, Inc.
+0.95%
+$2,093.46 
DE Deere & Company
+0.9%
+$696.92 
IWS iShares Russell Mid-Cap Value ETF
+0.88%
+$56.81 
LEN-B Lennar Corporation
+0.83%
+$6.21 
WFC-PL Wells Fargo & Company
+0.8%
+$112.26 
WOR Worthington Enterprises Inc.
+0.79%
+$155.32 
ACWV iShares MSCI Global Minimum Volatility ETF
+0.77%
+$54.87 
IWD iShares Russell 1000 Value ETF
+0.75%
+$5,641.38 
XSW SPDR S&P Software & Services ETF
+0.74%
+$1,464.91 
BX Blackstone Inc.
+0.73%
+$96.72 
CARR Carrier Global Corporation
+0.7%
+$37.44 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.68%
+$8,881.74 
IJR iShares Core S&P Small-Cap ETF
+0.63%
+$5,032.4 
COF Capital One Financial Corporation
+0.63%
+$567.23 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
+0.6%
+$1,079.5 
FE FirstEnergy Corp.
+0.6%
+$49.3 
DTE DTE Energy Company
+0.54%
+$400 
VIG Vanguard Dividend Appreciation ETF
+0.54%
+$1,740.8 
ETHO Amplify Etho Climate Leadership U.S. ETF
+0.53%
+$265.49 
HON Honeywell International Inc.
+0.5%
+$839.72 
LEN Lennar Corporation
+0.48%
+$184.5 
APO Apollo Global Management, Inc.
+0.47%
+$58.65 
WS Worthington Steel, Inc.
+0.46%
+$111.84 
D Dominion Energy, Inc.
+0.45%
+$586.88 
PVAL Putnam Focused Large Cap Value ETF
+0.43%
+$26,787.83 
JEPI JPMorgan Equity Premium Income Fund
+0.42%
+$112.01 
DAL Delta Air Lines, Inc.
+0.38%
+$66.99 
XJH iShares ESG Screened S&P Mid-Cap ETF
+0.38%
+$919.42 
BRK-B Berkshire Hathaway Inc.
+0.38%
+$366.3 
TDVG T. Rowe Price Dividend Growth ETF
+0.34%
+$60.18 
QUAL iShares MSCI USA Quality Factor ETF
+0.33%
+$154.03 
LMT Lockheed Martin Corporation
+0.31%
+$1,518.38 
DLN WisdomTree U.S. LargeCap Dividend Fund
+0.3%
+$100 
WFC Wells Fargo & Company
+0.28%
+$57.09 
SPGP Invesco S&P 500 GARP ETF
+0.28%
+$154.02 
JAVA JPMorgan Active Value ETF
+0.27%
+$14,778.72 
IWR iShares Russell Mid-Cap ETF
+0.26%
+$39,941.44 
MDY SPDR S&P MidCap 400 ETF Trust
+0.25%
+$155.75 
NI NiSource Inc.
+0.25%
+$40.59 
XMHQ Invesco S&P MidCap Quality ETF
+0.24%
+$502.47 
IJH iShares Core S&P Mid-Cap ETF
+0.23%
+$4,087.82 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
+0.23%
+$283.8 
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF
+0.18%
+$25.74 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
+0.18%
+$3,233.57 
IGV iShares Expanded Tech-Software Sector ETF
+0.18%
+$21,110.26 
VB Vanguard Small-Cap ETF
+0.14%
+$50.31 
AEP American Electric Power Company, Inc.
+0.14%
+$461.89 
PNC The PNC Financial Services Group, Inc.
+0.06%
+$12.46 
PLTR Palantir Technologies Inc.
+0.04%
+$98.94 
GBIL Goldman Sachs Access Treasury 0-1 Year ETF
+0.01%
+$0.33 
JPIE JPMorgan Income ETF
+0.01%
+$4.75 
HIMU
0%
$0 
ZJAN Innovator Defined Wealth Shield ETF
0%
$0 
GLW Corning Incorporated
-10.63%
-$3,782.16 
PCT PureCycle Technologies, Inc.
-10.28%
-$398.02 
OKLO Oklo Inc.
-9.7%
-$20,019.17 
INTC Intel Corporation
-6.12%
-$1,872.59 
GE General Electric Company
-5.81%
-$7,951.5 
LEU Centrus Energy Corp.
-5.61%
-$2,635.5 
LRCX Lam Research Corporation
-5.3%
-$2,684.76 
MS Morgan Stanley
-5.27%
-$10,727.64 
VRT Vertiv Holdings Co
-5.03%
-$32,070.36 
IGPT Invesco AI and Next Gen Software ETF
-4.96%
-$2,953.08 
TQQQ ProShares UltraPro QQQ
-4.82%
-$132.83 
ASPN Aspen Aerogels Inc.
-4.81%
-$257.55 
ORCL Oracle Corporation
-4.79%
-$4,857.75 
AVGO Broadcom Inc.
-4.51%
-$39,885.2 
CAT Caterpillar Inc.
-4.41%
-$17,471.55 
ETN Eaton Corporation plc
-4.28%
-$3,071.1 
QCOM QUALCOMM Incorporated
-4.08%
-$7,995.35 
SMH VanEck Semiconductor ETF
-3.96%
-$631.93 
DELL Dell Technologies Inc.
-3.77%
-$1,976.12 
KODK Eastman Kodak Company
-3.72%
-$120 
TXN Texas Instruments Inc
-3.55%
-$994.63 
GEV GE Vernova Inc.
-3.36%
-$3,297.78 
SOLS Sollensys Corp
-3.36%
-$766.7 
GOOGL Alphabet Inc
-2.97%
-$23,133.02 
GLTR abrdn Physical Precious Metals Basket Shares ETF
-2.66%
-$1,097.36 
NVDA NVIDIA Corporation
-2.61%
-$59,813.61 
CSCO Cisco Systems, Inc.
-2.51%
-$5,844.8 
JGRO JPMorgan Active Growth ETF
-2.48%
-$1.43M 
XLK State Street Technology Select Sector SPDR ETF
-2.36%
-$1,412.4 
ESGE iShares ESG Aware MSCI EM ETF
-2.21%
-$2,577.52 
IYW iShares U.S. Technology ETF
-2.16%
-$4,845.44 
META Meta Platforms Inc Class A
-2.06%
-$968.41 
VGT Vanguard Information Technology ETF
-2%
-$1,453.92 
FTEC Fidelity MSCI Information Technology Index ETF
-1.98%
-$7,145.49 
IWF iShares Russell 1000 Growth ETF
-1.89%
-$54,484.56 
VONG Vanguard Russell 1000 Growth Fund
-1.89%
-$1,209.71 
XRP Bitwise XRP ETF
-1.85%
-$22.08 
GLD SPDR Gold Shares
-1.84%
-$20,403.9 
AAAU Goldman Sachs Physical Gold ETF
-1.84%
-$427.77 
AVEM Avantis Emerging Markets Equity ETF
-1.81%
-$250.5 
IDMO Invesco S&P International Developed Momentum ETF
-1.7%
-$933.77 
GEM Goldman Sachs ActiveBeta Emerging Markets Equity ETF
-1.62%
-$701.96 
QQQ Invesco QQQ Trust, Series 1
-1.59%
-$56,910.93 
SPYG SPDR Portfolio S&P 500 Growth ETF
-1.58%
-$20,141.9 
IUSG iShares Core S&P U.S. Growth ETF
-1.55%
-$1,220.1 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-1.55%
-$204.25 
GPIQ Nasdaq 100 Core Premium Income ETF
-1.49%
-$345,358.44 
IWO iShares Russell 2000 Growth ETF
-1.47%
-$67.68 
IWP iShares Russell Mid-Cap Growth ETF
-1.45%
-$87.29 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
-1.42%
-$1,345.77 
RTX RTX Corporation
-1.28%
-$208.33 
VUG Vanguard Growth ETF
-1.28%
-$1,034.88 
HFXI New York Life Investments FTSE International Equity Currency Neutral ETF
-1.25%
-$5,980.64 
IXUS iShares Core International Stock ETF
-1.19%
-$46.33 
JPM JPMorgan Chase & Co.
-1.18%
-$16,707.6 
VWO Vanguard FTSE Emerging Markets ETF
-1.17%
-$120.23 
RJF Raymond James Financial Inc.
-1.15%
-$1,214.06 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-1.14%
-$601.34 
SPDW SPDR Portfolio Developed World ex-US ETF
-1.14%
-$353.97 
IQDF FlexShares International Quality Dividend Index Fund
-1.14%
-$942.47 
EFG iShares MSCI EAFE Growth ETF
-1.12%
-$10,126.93 
VEU Vanguard FTSE All-World ex-US ETF
-1.11%
-$376.48 
TSLA Tesla, Inc.
-1.1%
-$4,195.6 
LHX L3Harris Technologies, Inc.
-0.99%
-$299.98 
AMZN Amazon.com Inc
-0.94%
-$5,685.6 
EFA iShares MSCI EAFE ETF
-0.82%
-$103.2 
IEFA iShares Core MSCI EAFE ETF
-0.81%
-$45,666.59 
BBIN JPMorgan BetaBuilders International Equity Fund
-0.8%
-$53.12 
WBD Warner Bros. Discovery, Inc.
-0.75%
-$2.25 
SCHG Schwab U.S. Large-Cap Growth ETF
-0.73%
-$164.22 
MGC Vanguard Mega Cap ETF
-0.69%
-$612.15 
ESGU iShares ESG Aware MSCI USA ETF
-0.69%
-$1,608.85 
BBUS JPMorgan Betabuilders U.S. Equity Fund
-0.68%
-$2,881.14 
IMCG iShares Morningstar Mid-Cap Growth ETF
-0.67%
-$345.72 
ESGV Vanguard ESG U.S. Stock ETF
-0.65%
-$8,203.23 
RCL Royal Caribbean Group
-0.58%
-$175.1 
VOO Vanguard S&P 500 ETF
-0.58%
-$660.92 
IVV iShares Core S&P 500 ETF
-0.58%
-$4,571.6 
SPY SPDR S&P 500 ETF Trust
-0.58%
-$817.8 
IVOG Vanguard S&P Mid-Cap 400 Growth ETF
-0.57%
-$335.69 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.56%
-$66.03 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.53%
-$3,775.86 
TCAF T. Rowe Price Capital Appreciation Equity ETF
-0.53%
-$1,477.08 
AOR iShares Core 60/40 Balanced Allocation ETF
-0.51%
-$302.75 
EFV iShares MSCI EAFE Value ETF
-0.49%
-$8,542.17 
GAL SPDR SSGA Global Allocation ETF
-0.48%
-$533.22 
GPIX S&P 500 Core Premium Income Fund
-0.48%
-$818.59 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
-0.47%
-$139.75 
SCHW Charles Schwab Corporation
-0.45%
-$343.62 
DIA SPDR Dow Jones Industrial Average ETF Trust
-0.37%
-$401.7 
BAC Bank of America Corporation
-0.3%
-$660.63 
BUFF Innovator Laddered Allocation Fund
-0.28%
-$82,253.7 
XLC Communication Services Select Sector SPDR Fund
-0.23%
-$36.57 
IWM iShares Russell 2000 ETF
-0.19%
-$83.62 
JMSI JPMorgan Sustainable Municipal Income ETF
-0.19%
-$170.81 
HMOP Hartford Municipal Opportunities ETF
-0.17%
-$13,927.03 
IAGG iShares International Aggregate Bond Fund
-0.16%
-$3.11 
JMHI JPMorgan High Yield Municipal ETF
-0.15%
-$4,188.52 
MMIT NYLI MacKay Muni Intermediate ETF
-0.14%
-$8,683.43 
JMUB JPMorgan Municipal Bond ETF
-0.14%
-$721.7 
GMUB Goldman Sachs Municipal Income ETF
-0.14%
-$1,112.51 
GCAL Goldman Sachs Dynamic California Municipal Income ETF
-0.13%
-$17.39 
DFEB FT Vest U.S. Equity Deep Buffer ETF
-0.13%
-$154.05 
PMAR Innovator U.S. Equity Power Buffer ETF
-0.11%
-$21.14 
PYLD PIMCO Multisector Bond Active ETF
-0.11%
-$144.99 
FTMS Franklin Short-Term Municipal Income ETF
-0.11%
-$250.36 
XLF Financial Select Sector SPDR Fund
-0.11%
-$113.34 
SHYM iShares High Yield Bond ETF
-0.09%
-$68.4 
SAIC Science Applications International Corporation Common Stock
-0.09%
-$9.7 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
-0.08%
-$1,907.4 
VO Vanguard Mid-Cap ETF
-0.06%
-$132.4 
JBND JPMorgan Active Bond ETF
-0.05%
-$1,374.3 
BKDV BNY Mellon Dynamic Value ETF
-0.04%
-$979.32 
SUSC iShares ESG Aware USD Corporate Bond ETF
-0.04%
-$40.14 
JCPB JPMorgan Core Plus Bond ETF
-0.03%
-$18.71 
BALT Inn Defined Wealth Shield Mutual Fund
-0.03%
-$10.14 
BSV Vanguard Short-Term Bond ETF
-0.03%
-$0.76 
CORP PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
-0.03%
-$33.73 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
-0.02%
-$0.46 
IJT iShares S&P Small-Cap 600 Growth ETF
-0.01%
-$7.85 
JMST JPMorgan Ultra-Short Municipal Income Fund
-0.01%
-$12.92 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.01%
-$0.16 Events
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Dividends
Dividend Analysis
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| Trades 812 | Longs Won 520/812 64% | Profit Factor 11.35 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $392,577.33 |
| Average Win $85,953.8 | Best Trade (Sep 30) $7.66M | Sharpe Ratio -12.98 |
| Average Loss -$13,482.09 | Worst Trade (Jun 29) -$739,992.37 | Z-Score 6.14 (100%) |
| Commissions $0 | Avg. Trade Length 6m 3w 3d | Expectancy $50,196.07 |
| 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 | 17,857 | 16,071 | 14,286 | 12,500 | 10,714 | 8,929 | 7,143 | 5,357 | 3,571 | 1,786 |
Hover over the desired column for a detailed explanation.
Returns
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