LMM
Lynn M. Magnus Portfolio
Invests via Long Run Wealth Advisors LLC | Managed by Mercer Global Advisors Inc.
Invests via Long Run Wealth Advisors LLC
Managed by Mercer Global Advisors Inc.
Automatically Tracked
Lynn M. Magnus Profile
Lynn M. Magnus is a seasoned financial executive renowned for her transformative leadership in the corporate finance sector. With an extensive career that includes high-impact roles in strategic planning and capital management, she has successfully guided companies through periods of significant growth and restructuring. Lynn's expertise extends to driving innovative financial solutions and optimizing operational efficiencies within various industries. As a thought leader, she actively contributes to conversations around corporate governance and sustainability, positioning herself at the forefront of evolving market dynamics. Her academic background reinforces her practical experience, enhancing her influence as an advisor on critical financial decisions.
Lynn M. Magnus is a seasoned financial executive renowned for her transformative leadership in the corporate finance sector. With an extensive career that includes high-impact roles in strategic planning and capital management, she has successfully guided companies through periods of significant growth and restructuring. Lynn's expertise extends to driving innovative financial solutions and optimizing operational efficiencies within various industries. As a thought leader, she actively contributes to conversations around corporate governance and sustainability, positioning herself at the forefront of evolving market dynamics. Her academic background reinforces her practical experience, enhancing her influence as an advisor on critical financial decisions.
Investment Philosophy & Strategy
Through a lens of operational focus, Lynn M. Magnus applies her extensive financial expertise to capitalize on emerging opportunities in corporate finance. Her leadership experience shapes investment decisions that emphasize innovative capital management and strategic planning tailored for transformative growth. She seeks businesses poised for operational efficiency, reinforcing competitive positioning across diverse industries. With an eye on sustainability and governance, she drives long-term value creation by fostering robust frameworks that align with evolving market dynamics.
Through a lens of operational focus, Lynn M. Magnus applies her extensive financial expertise to capitalize on emerging opportunities in corporate finance. Her leadership experience shapes investment decisions that emphasize innovative capital management and strategic planning tailored for transformative growth. She seeks businesses poised for operational efficiency, reinforcing competitive positioning across diverse industries. With an eye on sustainability and governance, she drives long-term value creation by fostering robust frameworks that align with evolving market dynamics.
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:
33.85%
Gain +0.47%
Monthly
0.41%
Yearly
4.99%
Drawdown
13.41%
$574.47M
Equity
Holdings
$574.47M
Investment
$438.25M
$141.17M
Profit +$3.06M
Realized
$4.95M
Unrealized
$136.22M
Dividends
$41.88M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.47%
Profit
$3.06M
Win %
80%
This Week
Compared To Last Week
Gain
-0.89%
Profit
-$5.14M
Win %
80%
This Month
Compared to last month
Gain
-0.23%
Profit
-$1.31M
Win %
80%
This Year
Compared to last year
Gain
8.31%
Profit
$44.08M
Win %
80%
BE Bloom Energy Corporation
+4.58%
+$71,797.2 
HPE Hewlett Packard Enterprise Company
+2.94%
+$95,988.75 
T AT&T Inc.
+2.48%
+$38,574.75 
JPM JPMorgan Chase & Co.
+2.3%
+$131,223.68 
PM Philip Morris International Inc.
+2.04%
+$22,867.52 
TQQQ ProShares UltraPro QQQ
+1.95%
+$11,446.38 
PRU Prudential Financial, Inc.
+1.87%
+$31,720.6 
TSLA Tesla, Inc.
+1.82%
+$7,673.12 
WFC Wells Fargo & Company
+1.64%
+$62,649.45 
GLW Corning Incorporated
+1.62%
+$58,129.5 
XLF Financial Select Sector SPDR Fund
+1.39%
+$199,295.11 
TXN Texas Instruments Inc
+1.35%
+$37,245.3 
PFG Principal Financial Group, Inc.
+1.3%
+$3,545.4 
ABBV AbbVie Inc.
+1.3%
+$3,360.99 
C Citigroup Inc.
+1.27%
+$3,895.48 
NI NiSource Inc.
+1.22%
+$3,693.6 
ESML iShares ESG Aware MSCI USA Small-Cap ETF
+1.13%
+$11,139.82 
UL Unilever PLC Sponsored American Depositary Receipt
+1.06%
+$14,909.76 
V Visa Inc. Class A
+1.05%
+$5,544.42 
SLF Sun Life Financial Inc.
+1.03%
+$4,417.19 
DON WisdomTree U.S. MidCap Dividend Fund
+1.02%
+$66,013.75 
IJR iShares Core S&P Small-Cap ETF
+1%
+$138,570.26 
RSP Invesco S&P 500 Equal Weight ETF
+0.92%
+$3,800.17 
XLK State Street Technology Select Sector SPDR ETF
+0.92%
+$380,396.78 
ESGE iShares ESG Aware MSCI Emerging Markets ETF
+0.86%
+$4,476.56 
PG Procter & Gamble Co
+0.85%
+$1,922.66 
SDY SPDR S&P Dividend ETF
+0.82%
+$17,551.82 
DSI iShares MSCI KLD 400 Social ETF
+0.81%
+$9,487.14 
GE General Electric Company
+0.81%
+$2,097.89 
VYM Vanguard High Dividend Yield ETF
+0.8%
+$199,173.66 
XLE Energy Select Sector SPDR Fund
+0.77%
+$77,425.48 
NXPI NXP Semiconductors N.V.
+0.76%
+$41,018.67 
IUSV iShares Core S&P U.S. Value ETF
+0.76%
+$1,750.56 
CVX Chevron Corporation
+0.75%
+$3,187.78 
IJH iShares Core S&P Mid-Cap ETF
+0.73%
+$75,643.17 
HD The Home Depot, Inc.
+0.73%
+$1,572.61 
MO Altria Group, Inc.
+0.71%
+$3,816.84 
BRK-B Berkshire Hathaway Inc.
+0.69%
+$7,976.37 
XLP Consumer Staples Select Sector SPDR Fund
+0.67%
+$43,329.69 
MS Morgan Stanley
+0.66%
+$16,235.8 
IYW iShares U.S. Technology ETF
+0.62%
+$1,576.23 
FTEC Fidelity MSCI Information Technology Index ETF
+0.62%
+$2,516.76 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.62%
+$3,384 
IEMG iShares Core MSCI Emerging Markets ETF
+0.61%
+$115,413.21 
XLI Industrial Select Sector SPDR Fund
+0.61%
+$85,179.22 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.61%
+$31,379.93 
QQQ Invesco QQQ Trust, Series 1
+0.59%
+$11,111.26 
IVV iShares Core S&P 500 ETF
+0.58%
+$8,475.32 
VOO Vanguard S&P 500 ETF
+0.58%
+$44,299.19 
SPY SPDR S&P 500 ETF Trust
+0.57%
+$32,934.7 
SUSA iShares MSCI USA ESG Select ETF
+0.54%
+$23,730.8 
VYMI Vanguard International High Dividend Yield Index Fund
+0.54%
+$1,593.54 
CRBN iShares MSCI ACWI Low Carbon Target ETF
+0.53%
+$6,101.01 
GOOGL Alphabet Inc
+0.53%
+$1,822.14 
ESGU iShares ESG Aware MSCI USA ETF
+0.52%
+$29,552.88 
EFV iShares MSCI EAFE Value ETF
+0.48%
+$98,048.74 
IXN iShares Global Tech ETF
+0.47%
+$22,282 
IDGT iShares U.S. Digital Infrastructure and Real Estate ETF
+0.45%
+$25,630.64 
GOOG Alphabet Inc
+0.45%
+$27,595.03 
WMT Walmart Inc.
+0.41%
+$3,158 
VEU Vanguard FTSE All-World ex-US ETF
+0.4%
+$997.29 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+0.39%
+$3,407.58 
AME Ametek Inc.
+0.34%
+$3,207.36 
EFA iShares MSCI EAFE ETF
+0.31%
+$1,968 
XOM Exxon Mobil Corporation
+0.29%
+$5,220.58 
ESGD iShares ESG Aware MSCI EAFE ETF
+0.27%
+$6,287.68 
XLY Consumer Discretionary Select Sector SPDR Fund
+0.27%
+$13,553.82 
IEFA iShares Core MSCI EAFE ETF
+0.23%
+$81,782.36 
ADP Automatic Data Processing Inc.
+0.2%
+$354.64 
NVDA NVIDIA Corporation
+0.18%
+$19,813.13 
PFE Pfizer Inc.
+0.15%
+$2,766.4 
MSFT Microsoft Corp.
+0.13%
+$7,049.64 
CCI Crown Castle Inc.
+0.13%
+$2,126.76 
CB Chubb Limited
+0.1%
+$4,688.94 
KO The Coca-Cola Company
+0.1%
+$345.68 
BILS SPDR Bloomberg 3-12 Month T-Bill ETF
+0.03%
+$3,150.78 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.03%
+$1,696.35 
PANW Palo Alto Networks, Inc.
+0.03%
+$1,494.45 
LMBS First Trust Low Duration Opportunities ETF
+0.02%
+$2,793.54 
MCD McDonald's Corporation
+0.01%
+$14.27 
AZN
0%
$0 
CWEN-A Clearway Energy, Inc.
0%
$0 
FTCB First Trust Core Investment Grade ETF
0%
$0 
ICSH iShares Short Treasury Bond ETF
0%
$0 
ORGN
0%
$0 
LLY Eli Lilly and Company
-2.41%
-$11,906.7 
AAPL Apple Inc.
-1.52%
-$126,990 
AMZN Amazon.com Inc
-1.21%
-$58,256.99 
IBM International Business Machines Corporation
-0.97%
-$17,798.29 
AVGO Broadcom Inc.
-0.94%
-$21,492 
BSX Boston Scientific Corporation
-0.59%
-$11,262.72 
UPS United Parcel Service, Inc.
-0.52%
-$10,653.64 
XLC Communication Services Select Sector SPDR Fund
-0.41%
-$36,333.71 
META Meta Platforms Inc Class A
-0.26%
-$611.9 
CRM Salesforce Inc
-0.25%
-$601.88 
BLV Vanguard Long-Term Bond ETF
-0.2%
-$653.1 
XLV Health Care Select Sector SPDR Fund
-0.17%
-$30,459.33 
AGG iShares Core U.S. Aggregate Bond ETF
-0.12%
-$3,547.75 
NYF iShares New York Muni Bond ETF
-0.11%
-$637.76 
GOVT iShares U.S. Treasury Bond ETF
-0.11%
-$769.92 
BND Vanguard Total Bond Market Index Fund
-0.11%
-$1,240.72 
SUSC iShares ESG Aware USD Corporate Bond ETF
-0.11%
-$3,919.25 
TOL Toll Brothers Inc
-0.07%
-$2,743.32 
EAGG iShares ESG Aware U.S. Aggregate Bond ETF
-0.06%
-$2,295.81 
PSK SPDR ICE Preferred Securities ETF
-0.05%
-$3,449.25 
USIG iShares Broad USD Investment Grade Corporate Bond ETF
-0.05%
-$29,877.67 Events
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Dividends
Dividend Analysis
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| Trades 1524 | Longs Won 968/1524 63% | Profit Factor 5.61 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $458,291.86 |
| Average Win $177,490.71 | Best Trade (Jun 12) $8.85M | Sharpe Ratio -10.31 |
| Average Loss -$55,102.44 | Worst Trade (Sep 30) -$2.75M | Z-Score 13.5 (100%) |
| Commissions $0 | Avg. Trade Length 1y 10m 2d | Expectancy $92,633.89 |
| 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 | 10,417 | 9,375 | 8,333 | 7,292 | 6,250 | 5,208 | 4,167 | 3,125 | 2,083 | 1,042 |
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Returns
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