JG
Jodi Greenlund Portfolio
Invests via Financial Council LLC | Managed by Jodi Greenlund, William M. Leeb, David R. Travis, Jeffrey Reynolds
Invests via Financial Council LLC
Managed by Jodi Greenlund, William M. Leeb, David R. Travis, Jeffrey Reynolds
Automatically Tracked
Jodi Greenlund Profile
Jodi Greenlund is a prominent operating executive known for her leadership in the technology sector, particularly within innovation-driven organizations. Her extensive career encompasses roles in strategic management and business development, positioning her as a key figure in scaling operations and enhancing corporate performance. With a focus on fostering cross-functional collaboration, she has successfully led teams to implement transformative initiatives that drive revenue growth and operational efficiency. As an advocate for leveraging technological advancements, Greenlund plays a critical role in bridging market needs with innovative solutions, making her an essential asset in today's competitive landscape.
Jodi Greenlund is a prominent operating executive known for her leadership in the technology sector, particularly within innovation-driven organizations. Her extensive career encompasses roles in strategic management and business development, positioning her as a key figure in scaling operations and enhancing corporate performance. With a focus on fostering cross-functional collaboration, she has successfully led teams to implement transformative initiatives that drive revenue growth and operational efficiency. As an advocate for leveraging technological advancements, Greenlund plays a critical role in bridging market needs with innovative solutions, making her an essential asset in today's competitive landscape.
Investment Philosophy & Strategy
Growth opportunities in technology markets motivate strategic initiatives driven by Jodi Greenlund's extensive operating expertise. Her approach emphasizes capital efficiency and innovation as critical drivers of corporate advancement. By aligning operational strategies with evolving market demands, she fosters competitive positioning that positions organizations for sustainable growth. The ability to execute transformational business models allows her teams to adapt quickly and capitalize on emerging trends. Ultimately, the commitment to leveraging cutting-edge solutions enhances revenue potential while ensuring alignment with customer needs.
Growth opportunities in technology markets motivate strategic initiatives driven by Jodi Greenlund's extensive operating expertise. Her approach emphasizes capital efficiency and innovation as critical drivers of corporate advancement. By aligning operational strategies with evolving market demands, she fosters competitive positioning that positions organizations for sustainable growth. The ability to execute transformational business models allows her teams to adapt quickly and capitalize on emerging trends. Ultimately, the commitment to leveraging cutting-edge solutions enhances revenue potential while ensuring alignment with customer needs.
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:
34.66%
Gain +0.35%
Monthly
0.62%
Yearly
7.76%
Drawdown
14.6%
$277.53M
Equity
Holdings
$277.53M
Investment
$169.34M
$108.75M
Profit +$1.24M
Realized
$566,450.6
Unrealized
$108.18M
Dividends
$9.24M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.35%
Profit
$1.24M
Win %
88%
This Week
Compared To Last Week
Gain
-1.85%
Profit
-$5.23M
Win %
88%
This Month
Compared to last month
Gain
-1.55%
Profit
-$4.37M
Win %
88%
This Year
Compared to last year
Gain
10.79%
Profit
$27.02M
Win %
88%
QCOM QUALCOMM Incorporated
+4.32%
+$11,046.36 
GEV GE Vernova Inc.
+3.65%
+$14,941.63 
CEG Constellation Energy Corporation
+2.86%
+$13,035.45 
AMAT Applied Materials, Inc.
+2.64%
+$27,554.46 
JPM JPMorgan Chase & Co.
+2.3%
+$40,086.54 
AXP American Express Company
+2.18%
+$5,807.35 
XVV iShares ESG Screened S&P 500
+1.61%
+$25,039.26 
PNC The PNC Financial Services Group, Inc.
+1.58%
+$4,745.34 
BLK BlackRock, Inc.
+1.56%
+$3,658.58 
EXC Exelon Corporation
+1.54%
+$3,884.3 
BAC Bank of America Corporation
+1.5%
+$8,904.24 
CAT Caterpillar Inc.
+1.49%
+$11,330.5 
TXN Texas Instruments Inc
+1.35%
+$4,739.58 
ABBV AbbVie Inc.
+1.29%
+$17,328.44 
XJH iShares ESG Screened S&P Mid-Cap ETF
+1.06%
+$2,789.64 
JNJ Johnson & Johnson
+1.05%
+$5,027.5 
V Visa Inc. Class A
+1.03%
+$4,424.9 
IJR iShares Core S&P Small-Cap ETF
+1%
+$6,488.03 
VIOO Vanguard S&P Small-Cap 600 ETF
+0.98%
+$7,982.58 
XLK State Street Technology Select Sector SPDR ETF
+0.92%
+$5,822.85 
DFUV Dimensional US Marketwide Value ETF
+0.91%
+$12,169.58 
PG Procter & Gamble Co
+0.86%
+$16,648.96 
ESRT Empire State Realty Trust Inc.
+0.83%
+$540.23 
IUSV iShares Core S&P U.S. Value ETF
+0.76%
+$75,991.44 
XBI SPDR S&P Biotech ETF
+0.75%
+$2,007.98 
GE General Electric Company
+0.75%
+$4,599.03 
SBUX Starbucks Corporation
+0.74%
+$5,479.6 
IJH iShares Core S&P Mid-Cap ETF
+0.73%
+$60,315.18 
MDY SPDR S&P MidCap 400 ETF Trust
+0.73%
+$2,930.86 
UNH UnitedHealth Group Incorporated
+0.72%
+$2,410.8 
HD The Home Depot, Inc.
+0.72%
+$2,375.1 
MA Mastercard Incorporated
+0.72%
+$2,963.01 
BRK-B Berkshire Hathaway Inc.
+0.69%
+$4,261.21 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.69%
+$48,126 
CGDV Capital Group Dividend Value ETF
+0.68%
+$18,801.09 
COST Costco Wholesale Corporation
+0.68%
+$2,410.92 
CGDG Capital Group Dividend Growers ETF
+0.68%
+$3,625.34 
MS Morgan Stanley
+0.65%
+$2,129.34 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.65%
+$89,359.27 
TSM Taiwan Semiconductor Manufacturing Co. Ltd. ADR
+0.64%
+$1,870.33 
FTEC Fidelity MSCI Information Technology Index ETF
+0.62%
+$1,787.09 
IEMG iShares Core MSCI Emerging Markets ETF
+0.61%
+$53,830.98 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.61%
+$11,905.32 
VGT Vanguard Information Technology ETF
+0.6%
+$5,734.4 
IVV iShares Core S&P 500 ETF
+0.58%
+$35,212.8 
VOO Vanguard S&P 500 ETF
+0.58%
+$20,247.46 
SPY SPDR S&P 500 ETF Trust
+0.57%
+$11,188.32 
IWV ISHARES RUSSELL 3000 ETF
+0.56%
+$34,451.15 
DFUS Dimensional U.S. Equity Market ETF
+0.55%
+$21,290.28 
HON Honeywell International Inc.
+0.54%
+$1,232.84 
GOOGL Alphabet Inc
+0.53%
+$11,078 
SPYG SPDR Portfolio S&P 500 Growth ETF
+0.45%
+$43,099.35 
GOOG Alphabet Inc
+0.45%
+$10,735.93 
CSX CSX Corporation
+0.43%
+$2,212.77 
IXUS iShares Core International Stock ETF
+0.43%
+$4,170.93 
ACWX ISHARES MSCI ACWI EX U.S. ETF
+0.42%
+$67,433.28 
WMT Walmart Inc.
+0.41%
+$1,126.5 
ACWI iShares MSCI ACWI ETF
+0.41%
+$22,213.12 
VSGX Vanguard ESG International Stock ETF
+0.41%
+$5,828.33 
PEP PepsiCo, Inc.
+0.38%
+$1,828.44 
IUSG iShares Core S&P U.S. Growth ETF
+0.36%
+$56,734.26 
AMGN Amgen Inc.
+0.32%
+$792.3 
CGGO Capital Group Global Growth Equity ETF
+0.3%
+$178,006.56 
XOM Exxon Mobil Corporation
+0.28%
+$7,574.34 
MMM 3M Company
+0.27%
+$552.72 
ESGD iShares ESG Aware MSCI EAFE ETF
+0.25%
+$649.74 
VUG Vanguard Growth ETF
+0.22%
+$525.54 
CGGE Capital Group Global Equity ETF
+0.22%
+$545.4 
TRV The Travelers Companies, Inc.
+0.2%
+$616.28 
CGGR Capital Group Growth ETF
+0.15%
+$32,158.42 
CGIC Capital Group International Core Equity ETF
+0.15%
+$855.75 
NVDA NVIDIA Corporation
+0.14%
+$5,546.22 
KO The Coca-Cola Company
+0.11%
+$2,192.49 
MSFT Microsoft Corp.
+0.1%
+$4,285.2 
IOO iShares Global 100 ETF
+0.1%
+$420.66 
CL Colgate-Palmolive Company
+0.07%
+$185.34 
LDOS Leidos Holdings Inc.
+0.05%
+$129.54 
IWY iShares Russell Top 200 Growth ETF
+0.01%
+$37.05 
ADBE Adobe Inc.
-6.75%
-$9,784.36 
CTAS Cintas Corporation
-3.08%
-$7,347.2 
LLY Eli Lilly and Company
-2.41%
-$35,272.9 
ABT Abbott Laboratories
-1.7%
-$10,443.92 
AAPL Apple Inc.
-1.52%
-$213,390 
MU Micron Technology, Inc.
-1.43%
-$17,268.86 
MRK Merck & Co., Inc.
-1.42%
-$6,864.52 
TMO Thermo Fisher Scientific Inc.
-1.32%
-$3,720.34 
AMZN Amazon.com Inc
-1.23%
-$21,276.48 
NFLX Netflix, Inc.
-1.14%
-$3,933.9 
IBM International Business Machines Corporation
-0.96%
-$2,277.34 
AVGO Broadcom Inc.
-0.91%
-$6,510 
CSCO Cisco Systems, Inc.
-0.6%
-$4,552.28 
ETN Eaton Corporation plc
-0.54%
-$1,571.85 
DHR Danaher Corporation
-0.35%
-$557.55 
RTX RTX Corporation
-0.33%
-$1,165.71 
DIS The Walt Disney Company
-0.31%
-$655.03 
META Meta Platforms Inc Class A
-0.26%
-$2,241.7 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.12%
-$315.07 
CGMU Capital Group Municipal Income ETF
-0.07%
-$1,676.12 
PGX Invesco Preferred ETF
-0.05%
-$52.4 
MCD McDonald's Corporation
-0.02%
-$42 
ORCL Oracle Corporation
-0.01%
-$26 Events
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Dividends
Dividend Analysis
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| Trades 750 | Longs Won 574/750 76% | Profit Factor 24.72 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $704,227.55 |
| Average Win $197,449 | Best Trade (Jun 12) $12.06M | Sharpe Ratio -16.34 |
| Average Loss -$26,051.62 | Worst Trade (Dec 31) -$874,376.2 | Z-Score 21.69 (100%) |
| Commissions $0 | Avg. Trade Length 2y 1w 6d | Expectancy $145,000.86 |
| 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 | 10,638 | 9,574 | 8,511 | 7,447 | 6,383 | 5,319 | 4,255 | 3,191 | 2,128 | 1,064 |
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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