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:
27.24%
Gain +0.07%
Monthly
0.93%
Yearly
11.71%
Drawdown
16.8%
$263.28M
Equity
Holdings
$263.28M
Investment
$247.04M
$77.92M
Profit +$199,182.37
Realized
$61.69M
Unrealized
$16.24M
Dividends
$7.68M
Goals
Avg. 50.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.07%
Profit
$199,182.37
Win %
68%
This Week
Compared To Last Week
Gain
-0.23%
Profit
-$596,314.46
Win %
68%
This Month
Compared to last month
Gain
-0.92%
Profit
-$2.44M
Win %
68%
This Year
Compared to last year
Gain
0.03%
Profit
$85,202.56
Win %
68%
AMZN Amazon.com Inc
+15.32%
+$86,231.18 
ETN Eaton Corporation plc
+7.32%
+$4,925.94 
GOOGL Alphabet Inc
+6.73%
+$48,580.14 
VRT Vertiv Holdings Co
+6.18%
+$29,448.53 
SOLS Sollensys Corp
+4.84%
+$1,039.72 
APO Apollo Global Management, Inc.
+4.44%
+$544.68 
IOT Samsara Inc. Class A Common Stock
+4.11%
+$2,027.13 
REGN Regeneron Pharmaceuticals, Inc.
+3.29%
+$3,862.11 
META Meta Platforms Inc Class A
+3.28%
+$1,219.92 
WBD Warner Bros. Discovery, Inc.
+3.26%
+$9.13 
MSFT Microsoft Corp.
+3.02%
+$33,859.3 
NVDA NVIDIA Corporation
+2.93%
+$62,775.82 
ASPN Aspen Aerogels Inc.
+2.66%
+$121.2 
WS Worthington Steel, Inc.
+2.5%
+$615.12 
CVX Chevron Corporation
+2.35%
+$5,735.88 
GLW Corning Incorporated
+2.24%
+$618.12 
FDXF FedEx Freight Holding Company Inc.
+2.17%
+$3,242.24 
CSCO Cisco Systems, Inc.
+2.14%
+$5,885.46 
TQQQ ProShares UltraPro QQQ
+2.08%
+$48.84 
LHX L3Harris Technologies, Inc.
+1.9%
+$552.12 
PANW Palo Alto Networks, Inc.
+1.89%
+$79.95 
ORCL Oracle Corporation
+1.81%
+$2,462.46 
XLC Communication Services Select Sector SPDR Fund
+1.56%
+$230.74 
VZ Verizon Communications Inc.
+1.52%
+$238 
LMT Lockheed Martin Corporation
+1.5%
+$7,542.62 
SPYG SPDR Portfolio S&P 500 Growth ETF
+1.45%
+$17,342.95 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+1.44%
+$182.4 
GE General Electric Company
+1.42%
+$1,916.43 
IUSG iShares Core S&P U.S. Growth ETF
+1.37%
+$1,035.84 
IGV iShares Expanded Tech-Software Sector ETF
+1.36%
+$148,549.36 
CMCSA Comcast Corp
+1.23%
+$52.78 
SAIC Science Applications International Corporation Common Stock
+1.22%
+$136.77 
WFC Wells Fargo & Company
+1.19%
+$239.7 
HONA Honeywell Aerospace Inc.
+1.18%
+$1,834.36 
SCHG Schwab U.S. Large-Cap Growth ETF
+1.12%
+$245.1 
MGK Vanguard Mega Cap Growth ETF
+1.11%
+$1,805.95 
VUG Vanguard Growth ETF
+1.1%
+$859.32 
WOR Worthington Enterprises Inc.
+1.01%
+$197.68 
XLE Energy Select Sector SPDR Fund
+1%
+$3,275.68 
VWO Vanguard FTSE Emerging Markets ETF
+0.96%
+$232.96 
ESGE iShares ESG Aware MSCI EM ETF
+0.92%
+$1,051.86 
BKDV BNY Mellon Dynamic Value ETF
+0.92%
+$27,959.06 
TCAF T. Rowe Price Capital Appreciation Equity ETF
+0.87%
+$2,141.64 
SCHW Charles Schwab Corporation
+0.87%
+$679.77 
MGC Vanguard Mega Cap ETF
+0.87%
+$752.84 
JAVA JPMorgan Active Value ETF
+0.87%
+$45,840.9 
IBM International Business Machines Corporation
+0.86%
+$59.21 
GEV GE Vernova Inc.
+0.85%
+$1,171.71 
VONG Vanguard Russell 1000 Growth Fund
+0.83%
+$637.31 
MCD McDonald's Corporation
+0.82%
+$3,927.02 
TSLA Tesla, Inc.
+0.76%
+$2,272.66 
MPC Marathon Petroleum Corporation
+0.76%
+$597.5 
IWF iShares Russell 1000 Growth ETF
+0.76%
+$24,943.14 
BBUS JPMorgan Betabuilders U.S. Equity Fund
+0.73%
+$2,978.9 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$1,003.93 
GEM Goldman Sachs ActiveBeta Emerging Markets Equity ETF
+0.72%
+$593.25 
VOO Vanguard S&P 500 ETF
+0.71%
+$797.05 
ESGU iShares ESG Aware MSCI USA ETF
+0.71%
+$1,611.14 
CAT Caterpillar Inc.
+0.7%
+$2,455.11 
BMY Bristol-Myers Squibb Company
+0.69%
+$121.05 
EEMX SPDR MSCI Emerging Markets Fossil Fuel Reserves Free ETF
+0.69%
+$1,743.49 
IVV iShares Core S&P 500 ETF
+0.69%
+$5,329.92 
CARR Carrier Global Corporation
+0.68%
+$32.76 
ESGV Vanguard ESG U.S. Stock ETF
+0.68%
+$1,470.29 
PLTR Palantir Technologies Inc.
+0.65%
+$1,584.8 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$20,721.48 
SCHX Schwab U.S. Large-Cap ETF
+0.65%
+$478.42 
BAI iShares A.I. Innovation and Tech Active ETF
+0.63%
+$49.4 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
+0.62%
+$182.56 
GPIX S&P 500 Core Premium Income Fund
+0.62%
+$1,058.76 
JGRO JPMorgan Active Growth ETF
+0.61%
+$341,680.64 
BROS Dutch Bros Inc.
+0.61%
+$3.6 
XSW SPDR S&P Software & Services ETF
+0.6%
+$1,154.33 
SCHB Schwab U.S. Broad Market ETF
+0.59%
+$326.06 
IGPT Invesco AI and Next Gen Software ETF
+0.59%
+$321.81 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.59%
+$128.64 
GPIQ Nasdaq 100 Core Premium Income ETF
+0.58%
+$169,369.6 
RJF Raymond James Financial Inc.
+0.58%
+$630.24 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+0.57%
+$534.6 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.54%
+$578.86 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$3,707.34 
DGRW WisdomTree U.S. Quality Dividend Growth Fund
+0.49%
+$9,982.33 
PNC The PNC Financial Services Group, Inc.
+0.47%
+$103.24 
IYW iShares U.S. Technology ETF
+0.46%
+$932.03 
IWD iShares Russell 1000 Value ETF
+0.44%
+$2,788.32 
WFC-PL Wells Fargo & Company
+0.41%
+$57.48 
PFE Pfizer Inc.
+0.4%
+$87 
RTX RTX Corporation
+0.39%
+$69.72 
VONV Vanguard Russell 1000 Value Index Fund
+0.38%
+$63 
DFEB FT Vest U.S. Equity Deep Buffer ETF
+0.38%
+$457.41 
AVGO Broadcom Inc.
+0.37%
+$3,150.72 
PG Procter & Gamble Co
+0.37%
+$4,192.3 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$368.28 
KODK Eastman Kodak Company
+0.36%
+$12 
BAC Bank of America Corporation
+0.36%
+$789.58 
JEPI JPMorgan Equity Premium Income Fund
+0.33%
+$91.77 
AZO AutoZone Inc.
+0.32%
+$1,268.07 
MRK Merck & Co., Inc.
+0.32%
+$662.17 
PCT PureCycle Technologies, Inc.
+0.32%
+$10.98 
SMH VanEck Semiconductor ETF
+0.3%
+$44.01 
VSNT Versant Media Group, Inc.
+0.28%
+$0.7 
DLN WisdomTree U.S. LargeCap Dividend Fund
+0.28%
+$63.45 
JPM JPMorgan Chase & Co.
+0.27%
+$4,041.06 
BUFF Innovator Laddered Allocation Fund
+0.27%
+$41.58 
CLMB Climb Global Solutions Inc.
+0.26%
+$28 
XMHQ Invesco S&P MidCap Quality ETF
+0.26%
+$514.5 
JNJ Johnson & Johnson
+0.21%
+$53 
FTMS Franklin Short-Term Municipal Income ETF
+0.2%
+$480.84 
ADI Analog Devices, Inc.
+0.2%
+$5.92 
PMAR Innovator U.S. Equity Power Buffer ETF
+0.19%
+$34.65 
DEM WisdomTree Emerging Markets High Dividend Fund
+0.19%
+$141.5 
QUAL iShares MSCI USA Quality Factor ETF
+0.18%
+$84.8 
USXF iShares ESG Aware MSCI USA ETF
+0.18%
+$1,275.39 
SCHD Schwab U.S. Dividend Equity ETF
+0.18%
+$773.64 
USB U.S. Bancorp
+0.17%
+$542.07 
BALT Inn Defined Wealth Shield Mutual Fund
+0.17%
+$60.84 
T AT&T Inc.
+0.17%
+$33.92 
MS Morgan Stanley
+0.17%
+$322.2 
ZJAN Innovator Defined Wealth Shield ETF
+0.15%
+$33.28 
DELL Dell Technologies Inc.
+0.14%
+$151.2 
FNDX Schwab Fundamental U.S. Large Company Index ETF
+0.13%
+$46.64 
DTE DTE Energy Company
+0.12%
+$85 
LEU Centrus Energy Corp.
+0.1%
+$54 
AVEM Avantis Emerging Markets Equity ETF
+0.1%
+$13.59 
IDMO Invesco S&P International Developed Momentum ETF
+0.1%
+$117.96 
NUSC Nuveen ESG Small-Cap ETF
+0.1%
+$121.55 
WM Waste Management, Inc.
+0.1%
+$247.28 
AFL Aflac Inc.
+0.09%
+$71.16 
USMV iShares MSCI USA Min Vol Factor ETF
+0.09%
+$2,673.45 
WMT Walmart Inc.
+0.09%
+$427.01 
ABT Abbott Laboratories
+0.09%
+$446.85 
GAL SPDR SSGA Global Allocation ETF
+0.08%
+$115.24 
AOR iShares Core 60/40 Balanced Allocation ETF
+0.06%
+$88.2 
IQDF FlexShares International Quality Dividend Index Fund
+0.06%
+$47.72 
PVAL Putnam Focused Large Cap Value ETF
+0.06%
+$24,060.51 
AEP American Electric Power Company, Inc.
+0.06%
+$171.5 
AVUV Avantis U.S. Small Cap Value ETF
+0.03%
+$40.2 
BILZ PIMCO Ultra Short Government Active Exchange-Traded Fund
+0.03%
+$15.45 
SHYG iShares 0-5 Year High Yield Corporate Bond ETF
+0.02%
+$0.3 
GBIL Goldman Sachs Access Treasury 0-1 Year ETF
+0.02%
+$12.46 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
+0.02%
+$585.79 
GCAL Goldman Sachs Dynamic California Municipal Income ETF
+0.02%
+$14.69 
HMOP Hartford Municipal Opportunities ETF
+0.01%
+$1,242.53 
SPGP Invesco S&P 500 GARP ETF
+0.01%
+$4.54 
JPST JPMorgan Ultra-Short Income ETF
0%
$0 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
0%
$0 
GMUB Goldman Sachs Municipal Income ETF
0%
$0 
HONIV Honeywell International Inc.
0%
$0 HIMU
HIMU
0%
$0 XAGG
XAGG
0%
$0 
CTVA Corteva Inc.
-11.9%
-$882.29 
AAPL Apple Inc.
-7.35%
-$170,340.44 
OKLO Oklo Inc.
-5.5%
-$10,212.94 
IRD Opus Genetics Inc.
-3.38%
-$130.65 
QCOM QUALCOMM Incorporated
-2.63%
-$4,009.96 
XRP Bitwise XRP ETF
-2.55%
-$29.76 
ABBV AbbVie Inc.
-2.51%
-$35,766.16 
LEN Lennar Corporation
-1.67%
-$630 
GLTR abrdn Physical Precious Metals Basket Shares ETF
-1.67%
-$699.16 
LRCX Lam Research Corporation
-1.58%
-$714.4 
GLD SPDR Gold Shares
-1.49%
-$16,691.37 
AAAU Goldman Sachs Physical Gold ETF
-1.46%
-$343.38 
NI NiSource Inc.
-1.42%
-$227.2 
DAL Delta Air Lines, Inc.
-1.3%
-$234.6 
LEN-B Lennar Corporation
-1.3%
-$9.54 
MDLZ Mondelez International, Inc.
-1.22%
-$515.13 
TJX The TJX Companies, Inc.
-1.21%
-$3,237.1 
DE Deere & Company
-1.13%
-$897.6 
RCL Royal Caribbean Group
-1.13%
-$374.92 
VTRS Viatris Inc.
-1.13%
-$66.4 
DEO Diageo plc Sponsored ADR
-1.12%
-$395 
TXN Texas Instruments Inc
-1.08%
-$283.88 
LOW Lowe's Companies Inc.
-1.08%
-$265.59 
MCK McKesson Corporation
-1.08%
-$624.44 
INTC Intel Corporation
-1.02%
-$276.21 
XOM Exxon Mobil Corporation
-0.97%
-$388.62 
HDEF Xtrackers MSCI EAFE High Dividend Yield Equity ETF
-0.95%
-$203.45 
MRP Millrose Properties Inc.
-0.85%
-$54.96 
FE FirstEnergy Corp.
-0.82%
-$68 
D Dominion Energy, Inc.
-0.8%
-$1,037.12 
EFG iShares MSCI EAFE Growth ETF
-0.76%
-$7,296.78 
IWO iShares Russell 2000 Growth ETF
-0.75%
-$5.62 
SPGI S&P Global Inc.
-0.74%
-$1,571.85 
MA Mastercard Incorporated
-0.74%
-$2,503.25 
NZF Nuveen Municipal Credit Income Fund
-0.73%
-$343.89 
FNDC Schwab Fundamental International Small Company Index ETF
-0.73%
-$84.24 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.71%
-$226.8 
RPM RPM International Inc.
-0.7%
-$500.84 
IYH iShares U.S. Healthcare ETF
-0.7%
-$154.56 
BBIN JPMorgan BetaBuilders International Equity Fund
-0.68%
-$37.8 
DUK Duke Energy Corporation
-0.67%
-$2,242.8 
DMXF iShares ESG Advanced MSCI EAFE Index Fund
-0.66%
-$624.96 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$957.38 
EFAX SPDR MSCI EAFE Fossil Fuel Reserves Free ETF
-0.65%
-$4,033.7 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$44,275.14 
EFA iShares MSCI EAFE ETF
-0.62%
-$80.52 
PRU Prudential Financial, Inc.
-0.56%
-$33.12 
COF Capital One Financial Corporation
-0.54%
-$491.55 
LLY Eli Lilly and Company
-0.53%
-$4,021.28 
EFV iShares MSCI EAFE Value ETF
-0.53%
-$9,789.81 
FTCS First Trust Capital Strength ETF
-0.51%
-$308.55 
IWM iShares Russell 2000 ETF
-0.47%
-$219.62 
PEP PepsiCo, Inc.
-0.46%
-$843.52 
MHF Western Asset Municipal High Income Fund
-0.44%
-$115.05 
HD The Home Depot, Inc.
-0.42%
-$336.38 
VGT Vanguard Information Technology ETF
-0.38%
-$540.51 
FDX FedEx Corporation
-0.37%
-$2,509.3 
HFXI New York Life Investments FTSE International Equity Currency Neutral ETF
-0.37%
-$1,795.64 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$1,215.74 
BBMC JPMorgan BetaBuilders U.S. Mid Cap Equity ETF
-0.36%
-$52.86 
FTEC Fidelity MSCI Information Technology Index ETF
-0.35%
-$1,247.02 
MMIT NYLI MacKay Muni Intermediate ETF
-0.33%
-$22,882.56 
CL Colgate-Palmolive Company
-0.33%
-$46.8 
ACWV iShares MSCI Global Minimum Volatility ETF
-0.33%
-$24.6 
IWP iShares Russell Mid-Cap Growth ETF
-0.32%
-$6.6 
DTH WisdomTree International High Dividend Fund
-0.31%
-$346.86 
IWS iShares Russell Mid-Cap Value ETF
-0.31%
-$7.28 
RAFE PIMCO RAFI ESG U.S. ETF
-0.31%
-$1,584.14 
IWR iShares Russell Mid-Cap ETF
-0.28%
-$5,440.19 
JMHI JPMorgan High Yield Municipal ETF
-0.27%
-$8,276.14 
VTV Vanguard Value ETF
-0.27%
-$562.26 
ETHO Amplify Etho Climate Leadership U.S. ETF
-0.26%
-$560.11 
IMCB iShares Morningstar Mid-Cap ETF
-0.26%
-$13.25 
BX Blackstone Inc.
-0.25%
-$33.6 
ECVT Ecovyst Inc.
-0.25%
-$22.92 
IWN iShares Russell 2000 Value ETF
-0.25%
-$1.65 
DES WisdomTree U.S. SmallCap Dividend Fund
-0.25%
-$165.6 
TDVG T. Rowe Price Dividend Growth ETF
-0.24%
-$42.6 
JCPB JPMorgan Core Plus Bond ETF
-0.24%
-$134.53 
HBAN Huntington Bancshares Incorporated
-0.23%
-$51.8 
FRME First Merchants Corporation
-0.23%
-$173.9 
VB Vanguard Small-Cap ETF
-0.22%
-$77.22 
VEU Vanguard FTSE All-World ex-US ETF
-0.22%
-$73.62 
XLK State Street Technology Select Sector SPDR ETF
-0.22%
-$125.78 
IJT iShares S&P Small-Cap 600 Growth ETF
-0.21%
-$116.18 
JBND JPMorgan Active Bond ETF
-0.21%
-$5,791.06 
CORP PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
-0.2%
-$113.43 
XJH iShares ESG Screened S&P Mid-Cap ETF
-0.2%
-$98.1 
TMB Thornburg Multi-Sector Bond ETF
-0.19%
-$20,538.35 
PYLD PIMCO Multisector Bond Active ETF
-0.19%
-$787.2 
IMCV iShares Morningstar Mid-Cap ETF
-0.19%
-$91.44 
FVD First Trust Value Line Dividend Index Fund
-0.18%
-$2,223.18 
SUSC iShares ESG Aware USD Corporate Bond ETF
-0.18%
-$162.4 
IAGG iShares International Aggregate Bond Fund
-0.16%
-$2.56 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.16%
-$2,110.98 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
-0.16%
-$28.08 
IXUS iShares Core International Stock ETF
-0.15%
-$12.04 
JMSI JPMorgan Sustainable Municipal Income ETF
-0.13%
-$298.48 
MDY SPDR S&P MidCap 400 ETF Trust
-0.13%
-$26.97 
XJR iShares ESG Screened S&P Small-Cap ETF
-0.12%
-$120.12 
JMUB JPMorgan Municipal Bond ETF
-0.11%
-$513.87 
IJH iShares Core S&P Mid-Cap ETF
-0.11%
-$1,891.2 
XLF Financial Select Sector SPDR Fund
-0.1%
-$113.7 
GSC Goldman Sachs Small Cap Core Equity ETF
-0.09%
-$1,875.54 
JPIE JPMorgan Income ETF
-0.09%
-$51.44 
IMCG iShares Morningstar Mid-Cap Growth ETF
-0.08%
-$42.96 
FNDA Schwab Fundamental U.S. Small Company ETF
-0.08%
-$9.78 
BSV Vanguard Short-Term Bond ETF
-0.08%
-$2.16 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
-0.08%
-$97.5 
IVOG Vanguard S&P Mid-Cap 400 Growth ETF
-0.07%
-$41.7 
SHYM iShares High Yield Bond ETF
-0.04%
-$34.2 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
-0.04%
-$1.06 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$222.06 
JMST JPMorgan Ultra-Short Municipal Income Fund
-0.02%
-$26.01 
UBER Uber Technologies, Inc.
-0.01%
-$30.34 Events
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Dividends
Dividend Analysis
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No Data
| Trades 1014 | Longs Won 659/1014 64% | Profit Factor 9.59 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $645,013.15 |
| Average Win $132,006.58 | Best Trade (Sep 29) $12.76M | Sharpe Ratio -62.98 |
| Average Loss -$25,546.89 | Worst Trade (Sep 29) -$1.51M | Z-Score 7.05 (100%) |
| Commissions $0 | Avg. Trade Length 6m 3w 2d | Expectancy $76,847.33 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 10,309 | 9,278 | 8,247 | 7,216 | 6,186 | 5,155 | 4,124 | 3,093 | 2,062 | 1,031 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAAU Goldman Sachs Physical Gold ETF | 582 | $24,764 | $23,239.26 | - | -$1,524.74 | -6.16% | -1.456% |
| AAPL Apple Inc. | 6,947 | $1.46M | $2.15M | - | $687,225.62 | 47.11% | -7.354% |
| ABBV AbbVie Inc. | 5,528 | $1.28M | $1.39M | - | $107,291.98 | 8.38% | -2.513% |
| ABT Abbott Laboratories | 4,965 | $663,851.94 | $524,800.5 | - | -$139,051.44 | -20.95% | +0.085% |
| ACWV iShares MSCI Global Minimum Volatility ETF | 60 | $7,247.38 | $7,468.8 | - | $221.42 | 3.06% | -0.328% |
| ADI Analog Devices, Inc. | 8 | $3,185 | $2,939.28 | - | -$245.72 | -7.71% | +0.202% |
| AEP American Electric Power Company, Inc. | 2,450 | $276,510.86 | $313,232.5 | - | $36,721.64 | 13.28% | +0.055% |
| AFL Aflac Inc. | 593 | $66,262.17 | $75,595.64 | - | $9,333.47 | 14.09% | +0.094% |
| AMZN Amazon.com Inc | 2,390 | $523,957.63 | $649,076.18 | - | $125,118.55 | 23.88% | +15.321% |
| AOR iShares Core 60/40 Balanced Allocation ETF | 2,205 | $148,811.54 | $151,108.65 | - | $2,297.11 | 1.54% | +0.058% |
| APO Apollo Global Management, Inc. | 102 | $13,581.33 | $12,810.18 | - | -$771.15 | -5.68% | +4.441% |
| ASPN Aspen Aerogels Inc. | 1,010 | $7,030 | $4,676.3 | - | -$2,353.7 | -33.48% | +2.661% |
| AVEM Avantis Emerging Markets Equity ETF | 151 | $11,340.44 | $13,516.01 | - | $2,175.57 | 19.18% | +0.101% |
| AVGO Broadcom Inc. | 2,188 | $603,288.76 | $851,744.64 | - | $248,455.88 | 41.18% | +0.371% |
| AVUV Avantis U.S. Small Cap Value ETF | 1,005 | $125,384 | $125,906.4 | - | $522.4 | 0.42% | +0.032% |
| AZO AutoZone Inc. | 131 | $432,501.86 | $395,128.75 | - | -$37,373.11 | -8.64% | +0.322% |
| BAC Bank of America Corporation | 3,589 | $184,958.08 | $222,338.55 | - | $37,380.47 | 20.21% | +0.356% |
| BAI iShares A.I. Innovation and Tech Active ETF | 190 | $10,017 | $7,854.6 | - | -$2,162.4 | -21.59% | +0.633% |
| BALT Inn Defined Wealth Shield Mutual Fund | 1,014 | $33,279 | $34,922.16 | - | $1,643.16 | 4.94% | +0.175% |
| BBIN JPMorgan BetaBuilders International Equity Fund | 70 | $4,908.16 | $5,549.6 | - | $641.44 | 13.07% | -0.677% |
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FAQ
Which stocks have generated the highest profits for Brady Green?
The largest contributions to the portfolio's profits come from the following stocks: Nebius Group N.V - $12.76M, ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB) - $8.55M, NVIDIA Corporation - $8.52M, Invesco QQQ Trust, Series 1 - $6.05M, and Advisorshares Dorsey Wright FSM Core ETF - $5.65M. 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: Amer Sports, Inc - $1.51M, CoreWeave, Inc - $1.2M, Rubrik, Inc - $664,247.75, Zscaler Inc - $264,308.06, and JPMorgan Active Growth ETF - $115,542.93. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Brady Green's portfolio generate?
The portfolio generates substantial dividend income, with a total of $7.68M earned over time. The largest contributors to dividend income include Nasdaq 100 Core Premium Income ETF - $3.48M, iShares U.S. Insurance ETF - $262,793.6, Putnam Focused Large Cap Value ETF - $255,710.15, Hartford Municipal Opportunities ETF - $252,587.36, and Goldman Sachs Access Treasury 0-1 Year ETF - $248,495.41. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Brady Green's monthly returns?
Brady Green's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Brady Green's strategy be considered aggressive or moderate?
Brady Green'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 Brady Green's strategy?
Brady Green's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
