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
Automatically Tracked
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:
62.51%
Gain +3.24%
Monthly
1.28%
Yearly
16.49%
Drawdown
17.53%
$580.59M
Equity
Holdings
$580.59M
Investment
$456.45M
$185.77M
Profit +$12.89M
Realized
$61.62M
Unrealized
$124.15M
Dividends
$32.31M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
3.24%
Profit
$12.89M
Win %
78%
This Week
Compared To Last Week
Gain
2.4%
Profit
$13.6M
Win %
78%
This Month
Compared to last month
Gain
2.4%
Profit
$13.6M
Win %
78%
This Year
Compared to last year
Gain
12.19%
Profit
$63.09M
Win %
79%
GOOG Alphabet Inc
+6.88%
+$59,744.97 
GOOGL Alphabet Inc
+6.73%
+$63,095.76 
META Meta Platforms Inc Class A
+3.28%
+$9,388.08 
NVDA NVIDIA Corporation
+2.93%
+$23,725.08 
PSN Parsons Corporation
+2.41%
+$5,860.4 
BP BP p.l.c. Sponsored ADR
+2.26%
+$16,714 
CSCO Cisco Systems, Inc.
+2.14%
+$7,428.51 
CRM Salesforce Inc
+1.83%
+$3,806.49 
ORCL Oracle Corporation
+1.81%
+$4,920.3 
ACN Accenture plc Class A
+1.61%
+$6,077.95 
VZ Verizon Communications Inc.
+1.52%
+$6,930.7 
SPYG SPDR Portfolio S&P 500 Growth ETF
+1.45%
+$275,453.14 
BLCR iShares Large Cap Core ACT ETF
+1.33%
+$52,894.22 
CAH Cardinal Health Inc.
+1.3%
+$4,801.11 
XLG Invesco S&P 500 Top 50 ETF
+1.06%
+$10,223.36 
EMXC iShares MSCI Emerging Markets ex China ETF
+1.03%
+$44,064.38 
XLE Energy Select Sector SPDR Fund
+1%
+$2,001.87 
THRO iShares U.S. Thematic Rotation Active ETF
+0.9%
+$51,362.7 
HEEM iShares Currency Hedged MSCI Emerging Markets ETF
+0.85%
+$63,917.11 
XCEM Columbia EM Core ex-China ETF
+0.85%
+$37,345.6 
VONG Vanguard Russell 1000 Growth Fund
+0.83%
+$2,229.07 
XLI Industrial Select Sector SPDR Fund
+0.81%
+$8,549.2 
DYNF iShares U.S. Equity Factor Rotation Active ETF
+0.79%
+$201,914.63 
SPEM SPDR Portfolio Emerging Markets ETF
+0.77%
+$3,023.67 
SHLD Global X Defense Tech ETF
+0.77%
+$25,683.36 
IEMG iShares Core MSCI Emerging Markets ETF
+0.73%
+$8,025.32 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$111,142.02 
VIS Vanguard Industrials ETF
+0.72%
+$1,648.19 
ESGU iShares ESG Aware MSCI USA ETF
+0.71%
+$2,423.03 
TGRT T. Rowe Price Growth ETF
+0.7%
+$3,062.18 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.68%
+$560,633.93 
QYLD Global X Nasdaq 100 Covered Call ETF
+0.65%
+$2,567.61 
BAI iShares A.I. Innovation and Tech Active ETF
+0.63%
+$41,169.38 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
+0.62%
+$5,457.76 
JTEK JPMorgan U.S. Tech Leaders ETF
+0.62%
+$90,864.49 
MO Altria Group, Inc.
+0.57%
+$1,423.89 
DFAU Dimensional US Core Equity Market ETF
+0.54%
+$7,064.68 
LCTU BlackRock U.S. Carbon Transition Readiness ETF
+0.5%
+$1,297.2 
BMO Bank of Montreal
+0.47%
+$26,525.97 
DFAE Dimensional Emerging Core Equity Market ETF
+0.46%
+$1,498.72 
BIDD iShares International Dividend Active ETF
+0.43%
+$69,551.71 
AVGO Broadcom Inc.
+0.37%
+$1,015.2 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$870.48 
DFAC Dimensional U.S. Core Equity 2 ETF
+0.36%
+$992.8 
CWB SPDR Bloomberg Convertible Securities ETF
+0.35%
+$817.2 
SMH VanEck Semiconductor ETF
+0.3%
+$1,641.42 
SPMO Invesco S&P 500 Momentum ETF
+0.29%
+$18,627.94 
DLN WisdomTree U.S. LargeCap Dividend Fund
+0.28%
+$683.37 
JPM JPMorgan Chase & Co.
+0.27%
+$2,917.76 
DTD WisdomTree U.S. Total Dividend Fund
+0.26%
+$25,000.4 
BGIG Bahl & Gaynor Income Growth ETF
+0.22%
+$1,032.88 
CME CME Group Inc.
+0.21%
+$3,884.62 
COWZ Pacer US Cash Cows 100 ETF
+0.2%
+$1,765.4 
QUAL iShares MSCI USA Quality Factor ETF
+0.18%
+$7,356.98 
BDYN iShares Dynamic Equity Active ETF
+0.18%
+$1,831.3 
T AT&T Inc.
+0.17%
+$421.92 
BDVL iShares Disciplined Volatility Equity Active ETF
+0.14%
+$558.14 
RPG Invesco S&P 500 Pure Growth ETF
+0.12%
+$1,652.56 
LEGR First Trust Indxx Innovative Technology 47 Unit Investment Trust
+0.1%
+$238.7 
ISRG Intuitive Surgical, Inc.
+0.1%
+$277.19 
AVEM Avantis Emerging Markets Equity ETF
+0.1%
+$5,667.12 
WM Waste Management, Inc.
+0.1%
+$196.46 
USMV iShares MSCI USA Min Vol Factor ETF
+0.09%
+$590.22 
ABT Abbott Laboratories
+0.09%
+$1,074.87 
JQUA JPMorgan U.S. Quality Factor ETF
+0.08%
+$37,270.56 
CGGO Capital Group Global Growth Equity ETF
+0.05%
+$137.48 
HDV iShares Core High Dividend ETF
+0.04%
+$74.75 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.03%
+$1,639.47 
BILS SPDR Bloomberg 3-12 Month T-Bill ETF
+0.02%
+$455.74 
USFR WisdomTree Floating Rate Treasury Fund
+0.02%
+$8,940.95 
MUNI PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
+0.02%
+$458.22 
TBLL Invesco Short Term Treasury ETF
+0.02%
+$749.16 
ICSH iShares Short Treasury Bond ETF
0%
$0 
MEAR iShares Short Maturity Bond ETF
0%
$0 
SPSM SPDR Portfolio S&P 600 Small Cap ETF
0%
$0 
STPZ PIMCO 1-5 Year U.S. TIPS Index Exchange-Traded Fund
0%
$0 
TFLO iShares Treasury Floating Rate Bond ETF
0%
$0 
AAPL Apple Inc.
-7.35%
-$2.15M 
ABBV AbbVie Inc.
-2.51%
-$91,660.49 
GLTR abrdn Physical Precious Metals Basket Shares ETF
-1.67%
-$6,184.64 
GLD SPDR Gold Shares
-1.49%
-$17,629.91 
GLDM SPDR Gold MiniShares Trust
-1.46%
-$26,670.28 
NEE NextEra Energy, Inc.
-1.15%
-$3,411.78 
VLUE iShares MSCI USA Value Factor ETF
-1.13%
-$6,666.36 
MCK McKesson Corporation
-1.08%
-$4,389.72 
XOM Exxon Mobil Corporation
-0.97%
-$3,981.06 
VHT Vanguard Health Care ETF
-0.76%
-$3,329.81 
HEFA iShares Currency Hedged MSCI EAFE ETF
-0.75%
-$89,940.55 
IDEV iShares Core MSCI International Developed Markets ETF (IDEV)
-0.72%
-$53,390.7 
SPDW SPDR Portfolio Developed World ex-US ETF
-0.71%
-$39,441.85 
SPTL SPDR Portfolio Long Term Treasury ETF
-0.67%
-$1,865.58 
AMGN Amgen Inc.
-0.64%
-$1,626.89 
DFAI Dimensional International Core Equity Market ETF
-0.64%
-$2,123.03 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$7,301.7 
PXF Invesco RAFI Developed Markets ex-U.S. ETF
-0.63%
-$2,139.34 
XLV Health Care Select Sector SPDR Fund
-0.59%
-$3,809.19 
TOUS T. Rowe Price International Equity ETF
-0.58%
-$4,922.72 
IEUR iShares Core MSCI Europe ETF
-0.49%
-$1,515.44 
SPMB SPDR Portfolio Mortgage Backed Bond ETF
-0.45%
-$13,878.6 
XTEN BondBloxx Bloomberg Ten Year Target Duration US Treasury ETF
-0.43%
-$7,215.25 
VDC VANGUARD CONSUMER STAPLES ETF
-0.41%
-$1,833.02 
MMIN NYLI MacKay Muni Insured ETF
-0.4%
-$11,086.98 
VGT Vanguard Information Technology ETF
-0.38%
-$1,685.6 
PAAA PGIM AAA CLO ETF
-0.37%
-$2,229.08 
JAAA Janus Henderson AAA CLO ETF
-0.34%
-$1,400.97 
MMIT NYLI MacKay Muni Intermediate ETF
-0.33%
-$934.8 
DTH WisdomTree International High Dividend Fund
-0.31%
-$1,678.86 
PULS PGIM Ultra Short Bond ETF
-0.3%
-$28,673.85 
SDY SPDR S&P Dividend ETF
-0.28%
-$1,102.2 
GOVT iShares U.S. Treasury Bond ETF
-0.27%
-$7,366.56 
DEW WisdomTree Global High Dividend Fund
-0.26%
-$956.46 
BX Blackstone Inc.
-0.25%
-$945.94 
COST Costco Wholesale Corporation
-0.24%
-$1,317.82 
PRFZ Invesco FTSE RAFI US 1500 Small-Mid ETF
-0.22%
-$845.04 
TFI SPDR Nuveen Bloomberg Municipal Bond ETF
-0.22%
-$889.6 
IUSB iShares Core Universal USD Bond ETF
-0.22%
-$12,707.3 
SYSB iShares Systematic Bond ETF
-0.22%
-$1,508.98 
XLK State Street Technology Select Sector SPDR ETF
-0.22%
-$4,387.36 
SPTI SPDR Portfolio Intermediate Term Treasury ETF
-0.21%
-$4,635.18 
SPAB SPDR Portfolio Aggregate Bond ETF
-0.2%
-$9,708.1 
RSP Invesco S&P 500 Equal Weight ETF
-0.17%
-$2,794.28 
IAGG iShares International Aggregate Bond Fund
-0.16%
-$4,394.8 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.16%
-$5,579.54 
DFAT Dimensional US Targeted Value ETF
-0.15%
-$710.16 
IXUS iShares Core International Stock ETF
-0.15%
-$721 
MDY SPDR S&P MidCap 400 ETF Trust
-0.13%
-$775.16 
XLF Financial Select Sector SPDR Fund
-0.1%
-$626.34 
AKRE Akre Focus ETF
-0.09%
-$3,194.15 
DON WisdomTree U.S. MidCap Dividend Fund
-0.09%
-$454.15 
BINC iShares Flexible Income Active ETF
-0.08%
-$5,943.09 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
-0.08%
-$285.09 
MAIN Main Street Capital Corporation
-0.06%
-$257.49 
STIP iShares 0-5 Year TIPS Bond ETF
-0.05%
-$653.3 
SHYM iShares High Yield Bond ETF
-0.04%
-$1,168.43 
JMST JPMorgan Ultra-Short Municipal Income Fund
-0.02%
-$1,564 Events
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Dividends
Dividend Analysis
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| Trades 1896 | Longs Won 1433/1896 75% | Profit Factor 27.59 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $603,582.75 |
| Average Win $134,511.73 | Best Trade (Aug 10) $14.49M | Sharpe Ratio -9.82 |
| Average Loss -$15,090.46 | Worst Trade (Mar 30) -$572,541.3 | Z-Score 7.82 (100%) |
| Commissions $0 | Avg. Trade Length 1y 5m 3d | Expectancy $97,979.13 |
| 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 | 38,462 | 34,615 | 30,769 | 26,923 | 23,077 | 19,231 | 15,385 | 11,538 | 7,692 | 3,846 |
Hover over the desired column for a detailed explanation.
Returns
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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 - $6.54M, WisdomTree Floating Rate Treasury Fund - $5.76M, State Street SPDR Portfolio S&P 500 ETF - $4.72M, and JPMorgan U.S. Quality Factor ETF - $3.88M. 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 $32.31M earned over time. The largest contributors to dividend income include WisdomTree Floating Rate Treasury Fund - $5.75M, iShares Treasury Floating Rate Bond ETF - $2.22M, WisdomTree International High Dividend Fund - $1.75M, JPMorgan U.S. Quality Factor ETF - $1.44M, and iShares International Dividend Active ETF - $1.37M. 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.
