GPB
Greg P. Benner Portfolio
Invests via Vertex Planning Partners LLC | Managed by Gregory P. Benner, Christopher C. Huston, Michael D. Bellis, Steven P. Franzen, Sean Baloun, Scott A. Sandee
Invests via Vertex Planning Partners LLC
Managed by Gregory P. Benner, Christopher C. Huston, Michael D. Bellis, Steven P. Franzen, Sean Baloun, Scott A. Sandee
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Greg P. Benner Profile
With a distinguished background in technology and finance, Greg P. Benner has made significant contributions to the growth of several innovative startups. As an entrepreneur, he co-founded companies that have leveraged cutting-edge technologies to disrupt traditional markets. His leadership extends into strategic advisory roles where he guides nascent firms in navigating capital-raising processes and operational scaling challenges. Benner’s experience encompasses working with venture capital firms, which enhances his insights into investment dynamics within the tech sector. His ability to foster relationships across industry stakeholders positions him as a relevant figure in shaping future ventures aimed at transforming market landscapes.
With a distinguished background in technology and finance, Greg P. Benner has made significant contributions to the growth of several innovative startups. As an entrepreneur, he co-founded companies that have leveraged cutting-edge technologies to disrupt traditional markets. His leadership extends into strategic advisory roles where he guides nascent firms in navigating capital-raising processes and operational scaling challenges. Benner’s experience encompasses working with venture capital firms, which enhances his insights into investment dynamics within the tech sector. His ability to foster relationships across industry stakeholders positions him as a relevant figure in shaping future ventures aimed at transforming market landscapes.
Investment Philosophy & Strategy
Greg P. Benner embodies a forward-thinking entrepreneurial mindset, which is pivotal in his investment approach. Emphasizing innovation, he actively seeks to support early-stage companies that are poised to redefine industry standards through technological advancements. His seasoned perspective on market dynamics and growth potential allows him to identify compelling opportunities within the startup ecosystem. Engaging directly with founders, he champions collaborative strategies that accelerate business development and capital efficiency. Through these endeavors, he positions himself as a catalyst for transformative change in various sectors.
Greg P. Benner embodies a forward-thinking entrepreneurial mindset, which is pivotal in his investment approach. Emphasizing innovation, he actively seeks to support early-stage companies that are poised to redefine industry standards through technological advancements. His seasoned perspective on market dynamics and growth potential allows him to identify compelling opportunities within the startup ecosystem. Engaging directly with founders, he champions collaborative strategies that accelerate business development and capital efficiency. Through these endeavors, he positions himself as a catalyst for transformative change in various sectors.
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:
68.4%
Gain -0.64%
Monthly
1.22%
Yearly
15.72%
Drawdown
17.53%
$687.36M
Equity
Holdings
$687.36M
Investment
$564.49M
$186.01M
Profit -$3.06M
Realized
$63.13M
Unrealized
$122.87M
Dividends
$34.3M
Goals
Avg. 62% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.64%
Profit
-$3.06M
Win %
70%
This Week
Compared To Last Week
Gain
-0.28%
Profit
-$1.95M
Win %
70%
This Month
Compared to last month
Gain
-0.17%
Profit
-$1.18M
Win %
70%
This Year
Compared to last year
Gain
1.19%
Profit
$8.07M
Win %
71%
BP BP p.l.c. Sponsored ADR
+4.55%
+$29,530.58 
ACN Accenture plc Class A
+3.35%
+$15,236.08 
MO Altria Group, Inc.
+3.2%
+$8,700.18 
XLE Energy Select Sector SPDR Fund
+3.05%
+$9,406.82 
XOM Exxon Mobil Corporation
+2.96%
+$20,753.14 
CAH Cardinal Health Inc.
+2.44%
+$9,186.18 
ADP Automatic Data Processing Inc.
+2.38%
+$7,132.23 
CME CME Group Inc.
+2.27%
+$41,659.97 
MCK McKesson Corporation
+2.16%
+$9,279.52 
VDC VANGUARD CONSUMER STAPLES ETF
+2.08%
+$8,989.5 
PFGC Performance Food Group Co.
+1.96%
+$4,216.32 
T AT&T Inc.
+1.86%
+$6,002.36 
PKW Invesco BuyBack Achievers ETF
+1.48%
+$3,210 
VZ Verizon Communications Inc.
+1.43%
+$6,773.35 
SDY SPDR S&P Dividend ETF
+1.37%
+$5,041.92 
COWZ Pacer US Cash Cows 100 ETF
+1.34%
+$12,374.11 
MAIN Main Street Capital Corporation
+1.21%
+$5,578.95 
BRK-B Berkshire Hathaway Inc.
+1.14%
+$3,712.66 
DON WisdomTree U.S. MidCap Dividend Fund
+1.05%
+$5,183.01 
AKRE Akre Focus ETF
+1.05%
+$35,743.68 
XLF Financial Select Sector SPDR Fund
+1%
+$5,140.26 
VFH Vanguard Financials ETF (primary ticker: VFH)
+0.99%
+$2,527.11 
AVUV Avantis U.S. Small Cap Value ETF
+0.85%
+$3,009.8 
SPTL SPDR Portfolio Long Term Treasury ETF
+0.84%
+$3,887.8 
DFAT Dimensional US Targeted Value ETF
+0.74%
+$3,125 
COST Costco Wholesale Corporation
+0.73%
+$4,048.2 
GLD SPDR Gold Shares
+0.7%
+$8,091.6 
GLDM SPDR Gold MiniShares Trust
+0.69%
+$16,266.32 
BX Blackstone Inc.
+0.64%
+$2,142.72 
XTEN BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF
+0.61%
+$1,261.48 
SHLD Global X Defense Tech ETF
+0.6%
+$30,721.28 
SPMB SPDR Portfolio Mortgage Backed Bond ETF
+0.59%
+$24,691.5 
AAPL Apple Inc.
+0.57%
+$179,502.77 
RWO SPDR Dow Jones Global Real Estate ETF
+0.51%
+$960.21 
RWL Invesco S&P 500 Revenue ETF
+0.49%
+$1,091.84 
RSP Invesco S&P 500 Equal Weight ETF
+0.47%
+$6,603.17 
PSN Parsons Corporation
+0.46%
+$2,197.65 
USMV iShares MSCI USA Min Vol Factor ETF
+0.44%
+$2,962.96 
DEW WisdomTree Global High Dividend Fund
+0.41%
+$1,477.64 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.41%
+$26,951.25 
XLRE The Real Estate Select Sector SPDR Fund
+0.38%
+$1,124.53 
JPM JPMorgan Chase & Co.
+0.37%
+$3,977.61 
PPA INVESCO AEROSPACE & DEFENSE ETF (P3WR)
+0.3%
+$615.66 
DTD WisdomTree U.S. Total Dividend Fund
+0.29%
+$32,188.75 
SPAB SPDR Portfolio Aggregate Bond ETF
+0.29%
+$20,088.46 
GLTR abrdn Physical Precious Metals Basket Shares ETF
+0.28%
+$1,045.2 
GOVT iShares U.S. Treasury Bond ETF
+0.28%
+$11,803.86 
MDY SPDR S&P MidCap 400 ETF Trust
+0.27%
+$2,686.33 
IUSB iShares Core Universal USD Bond ETF
+0.26%
+$30,133.33 
SHYM iShares High Yield Bond ETF
+0.26%
+$7,475.77 
SYSB iShares Systematic Bond ETF
+0.25%
+$2,359.07 
BMO Bank of Montreal
+0.23%
+$10,624.42 
IGEB iShares Investment Grade Corporate Bond ETF
+0.22%
+$515.37 
SPTI SPDR Portfolio Intermediate Term Treasury ETF
+0.22%
+$6,695.38 
DLN WisdomTree U.S. LargeCap Dividend Fund
+0.21%
+$532.14 
IAGG iShares International Aggregate Bond Fund
+0.19%
+$6,179.15 
ISRG Intuitive Surgical, Inc.
+0.19%
+$1,100.01 
SPHQ Invesco S&P 500 Quality ETF
+0.16%
+$984.48 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
+0.15%
+$1,081.58 
STIP iShares 0-5 Year TIPS Bond ETF
+0.14%
+$2,175.03 
STPZ PIMCO 1-5 Year U.S. TIPS Index Exchange-Traded Fund
+0.13%
+$627.06 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
+0.11%
+$922.62 
PRN Invesco Dorsey Wright Industrials ETF
+0.1%
+$208.13 
JQUA JPMorgan U.S. Quality Factor ETF
+0.09%
+$48,165.11 
MMIN NYLI MacKay Muni Insured ETF
+0.07%
+$1,930.85 
DTH WisdomTree International High Dividend Fund
+0.06%
+$287.04 
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF
+0.06%
+$394.47 
BGIG Bahl & Gaynor Income Growth ETF
+0.03%
+$118.62 
JAAA Janus Henderson AAA CLO ETF
+0.02%
+$75.69 
TFLO iShares Treasury Floating Rate Bond ETF
+0.02%
+$7,636.72 
USFR WisdomTree Floating Rate Treasury Fund
+0.02%
+$7,742.63 
PAAA PGIM AAA CLO ETF
+0.02%
+$113.76 
XLI Industrial Select Sector SPDR Fund
+0.01%
+$144.97 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.01%
+$420.78 
TBLL Invesco Short Term Treasury ETF
+0.01%
+$374.8 
BILS SPDR Bloomberg 3-12 Month T-Bill ETF
+0.01%
+$123.2 
NEE NextEra Energy, Inc.
0%
+$0.01 
PULS PGIM Ultra Short Bond ETF
0%
$0 
BDVL iShares Disciplined Volatility Equity Active ETF
0%
$0 
SNDK SanDisk Corporation
-5.19%
-$15,117.08 
AMD Advanced Micro Devices, Inc.
-4.26%
-$28,467.66 
ORCL Oracle Corporation
-4.14%
-$16,839.9 
AVGO Broadcom Inc.
-3.66%
-$13,624.53 
BAI iShares A.I. Innovation and Tech Active ETF
-3.55%
-$299,355 
SMH VanEck Semiconductor ETF
-3.22%
-$34,290.65 
NVDA NVIDIA Corporation
-2.65%
-$34,815.15 
EMXC iShares MSCI Emerging Markets ex China ETF
-2.44%
-$155,065.4 
XCEM Columbia EM Core ex-China ETF
-2.41%
-$124,116.3 
HEEM iShares Currency Hedged MSCI Emerging Markets ETF
-2.29%
-$207,323.92 
FWD AB Disruptors ETF
-2.22%
-$5,456.15 
PWB Invesco Large Cap Growth ETF
-2.11%
-$5,141.5 
IEMG iShares Core MSCI Emerging Markets ETF
-2.06%
-$125,496.09 
AVEM Avantis Emerging Markets Equity ETF
-2.02%
-$130,941.02 
XLK State Street Technology Select Sector SPDR ETF
-2.02%
-$57,124.2 
TSLA Tesla, Inc.
-1.9%
-$4,611.99 
DFAE Dimensional Emerging Core Equity Market ETF
-1.89%
-$6,381.75 
CGGO Capital Group Global Growth Equity ETF
-1.87%
-$5,121.13 
VGT Vanguard Information Technology ETF
-1.86%
-$10,890.79 
AMZN Amazon.com Inc
-1.78%
-$27,519.9 
RPG Invesco S&P 500 Pure Growth ETF
-1.67%
-$23,608 
AMGN Amgen Inc.
-1.67%
-$34,420.57 
MTUM iShares MSCI USA Momentum Factor ETF
-1.66%
-$4,034.49 
JTEK JPMorgan U.S. Tech Leaders ETF
-1.66%
-$324,819.74 
TGRT T. Rowe Price Growth ETF
-1.65%
-$9,235.2 
SPMO Invesco S&P 500 Momentum ETF
-1.64%
-$114,218.73 
QQQ Invesco QQQ Trust, Series 1
-1.55%
-$94,323.93 
VONG Vanguard Russell 1000 Growth Fund
-1.47%
-$4,303.65 
CWB SPDR Bloomberg Convertible Securities ETF
-1.46%
-$3,512.04 
SPYG SPDR Portfolio S&P 500 Growth ETF
-1.35%
-$329,225.4 
SPEM SPDR Portfolio Emerging Markets ETF
-1.33%
-$5,261.85 
CSCO Cisco Systems, Inc.
-1.07%
-$3,913.56 
XLG Invesco S&P 500 Top 50 ETF
-1.04%
-$8,689.95 
JMOM JPMorgan U.S. Momentum Factor ETF
-1%
-$2,304.35 
XLV Health Care Select Sector SPDR Fund
-0.97%
-$5,190.6 
VHT Vanguard Health Care ETF
-0.96%
-$4,297.46 
BDYN iShares Dynamic Equity Active ETF
-0.93%
-$9,750.26 
IXUS iShares Core International Stock ETF
-0.88%
-$10,480.92 
BLCR iShares Large Cap Core ACT ETF
-0.86%
-$43,525.89 
TCAF T. Rowe Price Capital Appreciation Equity ETF
-0.85%
-$2,023.9 
GOOGL Alphabet Inc
-0.81%
-$9,684.1 
GOOG Alphabet Inc
-0.79%
-$8,847.93 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.78%
-$80,046.33 
THRO iShares U.S. Thematic Rotation Active ETF
-0.68%
-$38,977.78 
BIDD iShares International Dividend Active ETF
-0.67%
-$125,261.6 
CGDV Capital Group Dividend Value ETF
-0.64%
-$1,976.94 
DYNF iShares U.S. Equity Factor Rotation Active ETF
-0.63%
-$212,969.43 
VLUE iShares MSCI USA Value Factor ETF
-0.61%
-$5,516.55 
SPY SPDR S&P 500 ETF Trust
-0.6%
-$176,149.39 
DFAU Dimensional US Core Equity Market ETF
-0.58%
-$7,849.2 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.58%
-$654,323.16 
ESGU iShares ESG Aware MSCI USA ETF
-0.58%
-$2,064.86 
ABBV AbbVie Inc.
-0.57%
-$38,831.21 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
-0.54%
-$9,256.15 
HEFA iShares Currency Hedged MSCI EAFE ETF
-0.53%
-$73,953.25 
LCTU BlackRock U.S. Carbon Transition Readiness ETF
-0.51%
-$1,378.28 
IALT iShares Systematic Alternatives Active ETF
-0.5%
-$15,090.15 
META Meta Platforms Inc Class A
-0.47%
-$2,591.6 
TOUS T. Rowe Price International Equity ETF
-0.47%
-$3,934.98 
IEFA iShares Core MSCI EAFE ETF
-0.45%
-$5,855.74 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
-0.33%
-$6,642.22 
PXF Invesco RAFI Developed Markets ex-U.S. ETF
-0.29%
-$1,579.6 
DFAC Dimensional U.S. Core Equity 2 ETF
-0.27%
-$744.6 
FFEB FT Vest US Equity Buffer ETF
-0.25%
-$695.57 
BFLX iShares Flexible Equity Active ETF
-0.24%
-$761.53 
IEUR iShares Core MSCI Europe ETF
-0.23%
-$453.56 
DFAI Dimensional International Core Equity Market ETF
-0.21%
-$625.86 
ABT Abbott Laboratories
-0.19%
-$2,229.46 
QYLD Global X Nasdaq 100 Covered Call ETF
-0.16%
-$671.55 
LEGR First Trust Indxx Innovative Technology 47 Unit Investment Trust
-0.15%
-$347.2 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
-0.13%
-$3,381.49 
VIS Vanguard Industrials ETF
-0.11%
-$244.55 
TFI SPDR Nuveen Bloomberg Municipal Bond ETF
-0.08%
-$355.99 
BINC iShares Flexible Income Active ETF
-0.07%
-$6,982.43 
MMIT NYLI MacKay Muni Intermediate ETF
-0.07%
-$175.28 
MEAR iShares Short Maturity Bond ETF
-0.05%
-$293.9 
QUAL iShares MSCI USA Quality Factor ETF
-0.05%
-$1,145.65 
DNOV FT Vest US Equity Deep Buffer Fund
-0.03%
-$70.61 
JMST JPMorgan Ultra-Short Municipal Income Fund
-0.02%
-$1,578.16 Events
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Dividends
Dividend Analysis
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| Trades 2042 | Longs Won 1481/2042 72% | Profit Factor 17.09 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $596,096.9 |
| Average Win $133,401 | Best Trade (Oct 07) $14.81M | Sharpe Ratio -10.12 |
| Average Loss -$20,607.56 | Worst Trade (Oct 07) -$761,468.08 | Z-Score 3.04 (99.76%) |
| Commissions $0 | Avg. Trade Length 1y 4m 4w | Expectancy $91,090.13 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 33,333 | 30,000 | 26,667 | 23,333 | 20,000 | 16,667 | 13,333 | 10,000 | 6,667 | 3,333 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 93,981 | $17.49M | $31.82M | - | $14.33M | 81.96% | +0.567% |
| ABBV AbbVie Inc. | 24,972 | $4.95M | $6.74M | - | $1.79M | 36.07% | -0.573% |
| ABT Abbott Laboratories | 11,734 | $1.38M | $1.16M | - | -$223,544.63 | -16.2% | -0.192% |
| ACN Accenture plc Class A | 2,312 | $620,165.64 | $469,867.76 | - | -$150,297.88 | -24.24% | +3.351% |
| ADP Automatic Data Processing Inc. | 1,133 | $253,735 | $306,244.23 | - | $52,509.23 | 20.69% | +2.384% |
| AKRE Akre Focus ETF | 63,828 | $4.18M | $3.45M | - | -$735,298.6 | -17.59% | +1.048% |
| AMD Advanced Micro Devices, Inc. | 1,035 | $601,242 | $639,997.42 | - | $38,755.42 | 6.45% | -4.259% |
| AMGN Amgen Inc. | 5,003 | $1.74M | $2.03M | - | $293,465.44 | 16.88% | -1.666% |
| AMZN Amazon.com Inc | 5,931 | $1.41M | $1.51M | - | $100,470.68 | 7.11% | -1.785% |
| AVEM Avantis Emerging Markets Equity ETF | 68,202 | $5.34M | $6.34M | - | $1.01M | 18.89% | -2.022% |
| AVGO Broadcom Inc. | 988 | $312,043.93 | $358,367.36 | - | $46,323.43 | 14.85% | -3.663% |
| AVUV Avantis U.S. Small Cap Value ETF | 2,980 | $371,726 | $358,017.2 | - | -$13,708.8 | -3.69% | +0.848% |
| BAI iShares A.I. Innovation and Tech Active ETF | 171,060 | $5.74M | $8.14M | - | $2.39M | 41.69% | -3.548% |
| BDVL iShares Disciplined Volatility Equity Active ETF | 15,448 | $381,275.74 | $407,981.68 | - | $26,705.94 | 7% | 0.0 |
| BDYN iShares Dynamic Equity Active ETF | 37,501 | $927,407.86 | $1.04M | - | $117,370 | 12.66% | -0.925% |
| BFLX iShares Flexible Equity Active ETF | 12,263 | $314,155 | $317,979.59 | - | $3,824.59 | 1.22% | -0.239% |
| BGIG Bahl & Gaynor Income Growth ETF | 11,862 | $394,536.68 | $423,947.88 | - | $29,411.2 | 7.45% | +0.028% |
| BIDD iShares International Dividend Active ETF | 626,308 | $16.18M | $18.63M | - | $2.44M | 15.09% | -0.668% |
| BIL SPDR Bloomberg 1-3 Month T-Bill ETF | 60,982 | $5.59M | $5.58M | - | -$9,842.98 | -0.18% | +0.008% |
| BILS SPDR Bloomberg 3-12 Month T-Bill ETF | 24,640 | $2.45M | $2.44M | - | -$7,396.07 | -0.3% | +0.005% |
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FAQ
Which stocks have generated the highest profits for Greg P. Benner?
The largest contributions to the portfolio's profits come from the following stocks: iShares Core S&P 500 ETF - $12.09M, SPDR S&P 500 ETF Trust - $6.61M, WisdomTree Floating Rate Treasury Fund - $6M, State Street SPDR Portfolio S&P 500 ETF - $5.02M, and JPMorgan U.S. Quality Factor ETF - $4.01M. 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: Invesco NASDAQ 100 ETF - $560,278.81, JPMorgan Hedged Equity Laddered Overlay ETF - $515,578.36, PIMCO 25+ Year Zero Coupon U.S. Treasury Index Exchange-Traded Fund - $464,038.94, The Campbell's Company - $306,114.64, and Pfizer Inc - $188,999.82. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Greg P. Benner's portfolio generate?
The portfolio generates substantial dividend income, with a total of $34.3M earned over time. The largest contributors to dividend income include WisdomTree Floating Rate Treasury Fund - $5.97M, iShares Treasury Floating Rate Bond ETF - $2.38M, WisdomTree International High Dividend Fund - $1.75M, JPMorgan U.S. Quality Factor ETF - $1.56M, and iShares International Dividend Active ETF - $1.42M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Greg P. Benner's monthly returns?
Greg P. Benner'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 Greg P. Benner's strategy be considered aggressive or moderate?
Greg P. Benner'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 Greg P. Benner's strategy?
Greg P. Benner'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.
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