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:
143.42%
Gain -1.5%
Monthly
1.68%
Yearly
22.12%
Drawdown
29.14%
$301.16M
Equity
Holdings
$301.16M
Investment
$187.28M
$114.6M
Profit -$2.43M
Realized
$714,564.75
Unrealized
$113.88M
Dividends
$10.12M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-1.5%
Profit
-$2.43M
Win %
90%
This Week
Compared To Last Week
Gain
-0.8%
Profit
-$2.43M
Win %
90%
This Month
Compared to last month
Gain
-1%
Profit
-$3.05M
Win %
90%
This Year
Compared to last year
Gain
16.28%
Profit
$42.16M
Win %
89%
NFLX Netflix, Inc.
+3.77%
+$12,351.6 
GOOGL Alphabet Inc
+3.22%
+$63,652.05 
GOOG Alphabet Inc
+3.07%
+$69,022.57 
LDOS Leidos Holdings Inc.
+3.06%
+$8,528.05 
META Meta Platforms Inc Class A
+2.71%
+$27,163.22 
IBM International Business Machines Corporation
+2.4%
+$5,036.85 
MCD McDonald's Corporation
+1.98%
+$3,507 
MSFT Microsoft Corp.
+1.97%
+$104,880.72 
LLY Eli Lilly and Company
+1.92%
+$27,069.9 
WMT Walmart Inc.
+1.8%
+$4,348.29 
ABBV AbbVie Inc.
+1.78%
+$27,255.58 
COST Costco Wholesale Corporation
+1.56%
+$5,118.68 
V Visa Inc. Class A
+1.32%
+$6,573.36 
CL Colgate-Palmolive Company
+1.27%
+$3,397.9 
KO The Coca-Cola Company
+1.22%
+$26,188.08 
UNH UnitedHealth Group Incorporated
+1.19%
+$3,694.1 
ABT Abbott Laboratories
+1.11%
+$7,764.23 
AMGN Amgen Inc.
+1.1%
+$2,884.25 
AXP American Express Company
+0.95%
+$2,581.04 
MA Mastercard Incorporated
+0.92%
+$4,465.77 
XBI SPDR S&P Biotech ETF
+0.9%
+$2,831.28 
BRK-B Berkshire Hathaway Inc.
+0.89%
+$5,774.88 
TRV The Travelers Companies, Inc.
+0.77%
+$2,882.6 
HD The Home Depot, Inc.
+0.7%
+$2,202.55 
TMO Thermo Fisher Scientific Inc.
+0.66%
+$2,361.04 
MRK Merck & Co., Inc.
+0.63%
+$3,631.81 
PG Procter & Gamble Co
+0.59%
+$10,876.42 
ESRT Empire State Realty Trust Inc.
+0.47%
+$240.1 
SBUX Starbucks Corporation
+0.32%
+$2,307.2 
JNJ Johnson & Johnson
+0.3%
+$1,599.56 
AAPL Apple Inc.
+0.22%
+$31,959.84 
CTRA Coterra Energy Inc.
0%
$0 
PEP PepsiCo, Inc.
0%
-$0.03 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
FDV Federated Hermes U.S. Strategic Dividend ETF
0%
$0 
GEV GE Vernova Inc.
-8.63%
-$37,259.37 
ETN Eaton Corporation plc
-7.59%
-$23,847.53 
CEG Constellation Energy Corporation
-7.08%
-$37,275.84 
AMAT Applied Materials, Inc.
-7.07%
-$60,880.1 
MU Micron Technology, Inc.
-5.25%
-$62,039.53 
BAC Bank of America Corporation
-5.14%
-$34,617.15 
AVGO Broadcom Inc.
-4.71%
-$31,731.58 
CAT Caterpillar Inc.
-4.3%
-$29,903.01 
ORCL Oracle Corporation
-3.75%
-$14,638 
MS Morgan Stanley
-3.63%
-$12,004.54 
NVDA NVIDIA Corporation
-3.35%
-$147,095.4 
IEMG iShares Core MSCI Emerging Markets ETF
-2.65%
-$244,349.25 
EEMA iShares MSCI Emerging Markets Asia ETF
-2.18%
-$6,855.11 
TXN Texas Instruments Inc
-1.99%
-$6,307.66 
GE General Electric Company
-1.88%
-$11,229.76 
CSCO Cisco Systems, Inc.
-1.85%
-$12,908.52 
XLK State Street Technology Select Sector SPDR ETF
-1.82%
-$11,836.39 
JPM JPMorgan Chase & Co.
-1.71%
-$33,647.25 
FTEC Fidelity MSCI Information Technology Index ETF
-1.6%
-$4,796.67 
VGT Vanguard Information Technology ETF
-1.57%
-$15,564.8 
CGGO Capital Group Global Growth Equity ETF
-1.53%
-$950,630.1 
IXUS iShares Core International Stock ETF
-1.31%
-$12,984.48 
BLK BlackRock, Inc.
-1.28%
-$3,188.96 
ACWX ISHARES MSCI ACWI EX U.S. ETF
-1.27%
-$379,510.88 
AMZN Amazon.com Inc
-1.25%
-$23,073.48 
VSGX Vanguard ESG International Stock ETF
-1.22%
-$17,480.07 
RTX RTX Corporation
-1.17%
-$4,433.52 
CGIC Capital Group International Core Equity ETF
-1.17%
-$7,862.12 
CGGE Capital Group Global Equity ETF
-1.03%
-$3,013.92 
EXC Exelon Corporation
-1.02%
-$2,441.56 
XJH iShares ESG Screened S&P Mid-Cap ETF
-0.9%
-$2,341.1 
IJH iShares Core S&P Mid-Cap ETF
-0.89%
-$73,080.48 
MDY SPDR S&P MidCap 400 ETF Trust
-0.88%
-$3,498.29 
IWY iShares Russell Top 200 Growth ETF
-0.84%
-$2,231.66 
IEFA iShares Core MSCI EAFE ETF
-0.83%
-$3,038.47 
ACWI iShares MSCI ACWI ETF
-0.82%
-$45,518.57 
ESGD iShares ESG Aware MSCI EAFE ETF
-0.81%
-$2,007.24 
XVV iShares ESG Screened S&P 500
-0.8%
-$13,200.42 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.72%
-$2,564 
SPYG SPDR Portfolio S&P 500 Growth ETF
-0.71%
-$73,414.76 
VOT Vanguard Mid-Cap Growth ETF
-0.68%
-$2,476.31 
VIOO Vanguard S&P Small-Cap 600 ETF
-0.68%
-$5,507.32 
IUSG iShares Core S&P U.S. Growth ETF
-0.67%
-$109,051.95 
IJR iShares Core S&P Small-Cap ETF
-0.66%
-$4,272.02 
PNC The PNC Financial Services Group, Inc.
-0.63%
-$2,003.55 
DFUV Dimensional US Marketwide Value ETF
-0.6%
-$8,358.9 
IOO iShares Global 100 ETF
-0.59%
-$3,077.03 
CGDV Capital Group Dividend Value ETF
-0.59%
-$20,829.54 
XOM Exxon Mobil Corporation
-0.55%
-$16,996.26 
PGX Invesco Preferred ETF
-0.53%
-$585.25 
DFUS Dimensional U.S. Equity Market ETF
-0.5%
-$20,322.54 
HON Honeywell International Inc.
-0.47%
-$497.28 
IVV iShares Core S&P 500 ETF
-0.47%
-$29,261.93 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.47%
-$34,909.14 
SPY SPDR S&P 500 ETF Trust
-0.46%
-$11,439.2 
VOO Vanguard S&P 500 ETF
-0.46%
-$18,027.36 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.44%
-$8,552.32 
IWV ISHARES RUSSELL 3000 ETF
-0.43%
-$27,269.5 
CGGR Capital Group Growth ETF
-0.42%
-$94,715.4 
CGDG Capital Group Dividend Growers ETF
-0.34%
-$2,645.5 
CTAS Cintas Corporation
-0.34%
-$892.16 
IUSV iShares Core S&P U.S. Value ETF
-0.18%
-$19,064.85 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.17%
-$24,645.94 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.1%
-$248 
CGMU Capital Group Municipal Income ETF
-0.07%
-$1,691.82 
CSX CSX Corporation
-0.04%
-$230.88 Events
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Dividends
Dividend Analysis
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| Trades 797 | Longs Won 625/797 78% | Profit Factor 21.91 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $687,212.67 |
| Average Win $192,120.69 | Best Trade (Aug 14) $12.39M | Sharpe Ratio -12.77 |
| Average Loss -$31,858.36 | Worst Trade (Dec 31) -$874,376.2 | Z-Score 27.01 (100%) |
| Commissions $0 | Avg. Trade Length 2y 1m 2w 1d | Expectancy $143,783.93 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 9,434 | 8,491 | 7,547 | 6,604 | 5,660 | 4,717 | 3,774 | 2,830 | 1,887 | 943 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 43,780 | $6.45M | $14.58M | - | $8.13M | 126.12% | +0.22% |
| ABBV AbbVie Inc. | 5,951 | $749,841.62 | $1.56M | - | $807,535.08 | 107.69% | +1.781% |
| ABT Abbott Laboratories | 6,871 | $788,336.8 | $708,262.68 | - | -$80,074.12 | -10.16% | +1.108% |
| ACWI iShares MSCI ACWI ETF | 34,747 | $3.15M | $5.52M | - | $2.37M | 75.13% | -0.817% |
| ACWX ISHARES MSCI ACWI EX U.S. ETF | 387,256 | $25.17M | $29.54M | - | $4.37M | 17.37% | -1.269% |
| AMAT Applied Materials, Inc. | 1,886 | $231,657.38 | $800,060.06 | - | $568,402.68 | 245.36% | -7.071% |
| AMGN Amgen Inc. | 695 | $227,480.45 | $265,142.5 | - | $37,662.05 | 16.56% | +1.1% |
| AMZN Amazon.com Inc | 7,188 | $892,925.84 | $1.82M | - | $929,735.32 | 104.12% | -1.25% |
| AVGO Broadcom Inc. | 1,860 | $207,631.8 | $641,569.8 | - | $433,938 | 208.99% | -4.713% |
| AXP American Express Company | 838 | $228,301.92 | $274,671.26 | - | $46,369.34 | 20.31% | +0.949% |
| BAC Bank of America Corporation | 10,734 | $335,732.91 | $638,297.31 | - | $302,564.4 | 90.12% | -5.144% |
| BLK BlackRock, Inc. | 231 | $236,800.41 | $246,210.19 | - | $9,409.78 | 3.97% | -1.279% |
| BRK-B Berkshire Hathaway Inc. | 1,272 | $352,894.79 | $654,965.52 | - | $302,070.73 | 85.6% | +0.89% |
| CAT Caterpillar Inc. | 850 | $303,572.45 | $665,881.5 | - | $362,309.05 | 119.35% | -4.298% |
| CEG Constellation Energy Corporation | 1,849 | $201,688.92 | $489,226.91 | - | $287,537.99 | 142.57% | -7.08% |
| CGDG Capital Group Dividend Growers ETF | 20,350 | $726,868.58 | $776,352.5 | - | $49,483.92 | 6.81% | -0.34% |
| CGDV Capital Group Dividend Value ETF | 71,826 | $2.66M | $3.53M | - | $867,307.58 | 32.62% | -0.587% |
| CGGE Capital Group Global Equity ETF | 8,372 | $263,563.36 | $289,420.04 | - | $25,856.68 | 9.81% | -1.031% |
| CGGO Capital Group Global Growth Equity ETF | 1.56M | $38.11M | $61.28M | - | $23.16M | 60.77% | -1.528% |
| CGGR Capital Group Growth ETF | 485,720 | $11.6M | $22.6M | - | $11.01M | 94.91% | -0.417% |
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FAQ
Which stocks have generated the highest profits for Jodi Greenlund?
The largest contributions to the portfolio's profits come from the following stocks: Capital Group Global Growth Equity ETF - $1.56M, SPDR Portfolio S&P 500 Value ETF - $993,703.55, Apple Inc - $961,412.59, iShares Core S&P U.S. Value ETF - $931,969.37, and Capital Group Growth ETF - $623,993.8. 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: SPDR Portfolio S&P 500 Growth ETF - $1.24M, Vanguard S&P Small-Cap 600 ETF - $292,589.66, SPDR Nuveen Bloomberg Municipal Bond ETF - $223,485.25, Tesla, Inc - $126,737.87, and ISHARES S&P 500 GROWTH ETF (3IS8) - $104,413.38. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Jodi Greenlund's portfolio generate?
The portfolio generates substantial dividend income, with a total of $10.12M earned over time. The largest contributors to dividend income include Capital Group Global Growth Equity ETF - $1.56M, iShares Core S&P U.S. Value ETF - $786,759.72, SPDR Portfolio S&P 500 Value ETF - $769,291.88, ISHARES MSCI ACWI EX U.S. ETF - $579,858.41, and iShares Core MSCI Emerging Markets ETF - $466,861.63. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Jodi Greenlund's monthly returns?
Jodi Greenlund's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Jodi Greenlund's strategy be considered aggressive or moderate?
Jodi Greenlund's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Jodi Greenlund's strategy?
Jodi Greenlund'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.
