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:
69.46%
Gain -0.87%
Monthly
0.82%
Yearly
10.29%
Drawdown
16.35%
$580.39M
Equity
Holdings
$580.39M
Investment
$438.21M
$144.58M
Profit -$3.13M
Realized
$2.41M
Unrealized
$142.18M
Dividends
$46.11M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.87%
Profit
-$3.13M
Win %
78%
This Week
Compared To Last Week
Gain
-0.71%
Profit
-$4.16M
Win %
78%
This Month
Compared to last month
Gain
-0.48%
Profit
-$2.81M
Win %
78%
This Year
Compared to last year
Gain
9.35%
Profit
$49.58M
Win %
78%
AMZN Amazon.com Inc
+15.32%
+$717,378.44 
GOOG Alphabet Inc
+6.88%
+$396,163.59 
GOOGL Alphabet Inc
+6.73%
+$21,436.38 
XLY Consumer Discretionary Select Sector SPDR Fund
+3.29%
+$161,771.23 
META Meta Platforms Inc Class A
+3.28%
+$7,460.96 
MSFT Microsoft Corp.
+3.02%
+$184,646.2 
NVDA NVIDIA Corporation
+2.93%
+$305,765.16 
CVX Chevron Corporation
+2.35%
+$10,292.04 
GLW Corning Incorporated
+2.24%
+$61,584.75 
TQQQ ProShares UltraPro QQQ
+2.08%
+$10,174.56 
PANW Palo Alto Networks, Inc.
+1.89%
+$122,544.9 
CRM Salesforce Inc
+1.83%
+$4,859.07 
HPE Hewlett Packard Enterprise Company
+1.61%
+$53,055.6 
BSX Boston Scientific Corporation
+1.59%
+$29,363.52 
XLC Communication Services Select Sector SPDR Fund
+1.56%
+$129,707.42 
GE General Electric Company
+1.42%
+$3,908.31 
DSI iShares MSCI KLD 400 Social ETF
+1.31%
+$15,229.34 
WFC Wells Fargo & Company
+1.19%
+$47,335.14 
XLE Energy Select Sector SPDR Fund
+1%
+$103,820.53 
ADP Automatic Data Processing Inc.
+0.98%
+$2,087.53 
ESGE iShares ESG Aware MSCI EM ETF
+0.92%
+$4,524.7 
IBM International Business Machines Corporation
+0.86%
+$12,731.93 
MCD McDonald's Corporation
+0.82%
+$1,568.61 
XLI Industrial Select Sector SPDR Fund
+0.81%
+$115,428.7 
TSLA Tesla, Inc.
+0.76%
+$2,487.42 
IEMG iShares Core MSCI Emerging Markets ETF
+0.73%
+$127,982.27 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$41,577.47 
VOO Vanguard S&P 500 ETF
+0.71%
+$54,782.37 
AME Ametek Inc.
+0.71%
+$6,990.46 
ESGU iShares ESG Aware MSCI USA ETF
+0.71%
+$40,458.95 
IVV iShares Core S&P 500 ETF
+0.69%
+$10,091.52 
IDGT iShares U.S. Digital Infrastructure and Real Estate ETF
+0.66%
+$33,868.88 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$11,690.52 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.59%
+$3,248.67 
MO Altria Group, Inc.
+0.57%
+$2,918.76 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$27,546.06 
IYW iShares U.S. Technology ETF
+0.46%
+$1,119.94 
PFE Pfizer Inc.
+0.4%
+$6,916 
AVGO Broadcom Inc.
+0.37%
+$8,549.28 
PG Procter & Gamble Co
+0.37%
+$811.96 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$4,428.66 
CRBN iShares MSCI ACWI Low Carbon Target ETF
+0.3%
+$3,460.23 
JPM JPMorgan Chase & Co.
+0.27%
+$17,084.5 
SLF Sun Life Financial Inc.
+0.22%
+$1,012.86 
SUSA iShares MSCI USA ESG Select ETF
+0.2%
+$8,682 
T AT&T Inc.
+0.17%
+$2,707 
MS Morgan Stanley
+0.17%
+$4,174.94 
CB Chubb Limited
+0.15%
+$7,309.23 
PSK SPDR ICE Preferred Securities ETF
+0.1%
+$6,898.5 
C Citigroup Inc.
+0.1%
+$289.36 
WMT Walmart Inc.
+0.09%
+$631.61 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
+0.03%
+$2,035.62 
BILS SPDR Bloomberg 3-12 Month T-Bill ETF
+0.02%
+$2,100.52 
ICSH iShares Short Treasury Bond ETF
0%
$0 
VYM Vanguard High Dividend Yield ETF
0%
$0 
CWEN-A Clearway Energy, Inc.
0%
$0 ORGN
ORGN
0%
$0 AZN
AZN
0%
$0 
AAPL Apple Inc.
-7.35%
-$691,954.4 
NXPI NXP Semiconductors N.V.
-6.53%
-$284,112 
UL Unilever PLC Sponsored American Depositary Receipt
-2.85%
-$44,729.28 
TOL Toll Brothers Inc
-2.76%
-$119,550.75 
ABBV AbbVie Inc.
-2.51%
-$7,459.91 
NI NiSource Inc.
-1.42%
-$4,147.2 
TXN Texas Instruments Inc
-1.08%
-$27,980.49 
KO The Coca-Cola Company
-1.02%
-$3,888.9 
UPS United Parcel Service, Inc.
-1%
-$19,798.8 
XOM Exxon Mobil Corporation
-0.97%
-$18,794.52 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$234,194.94 
BE Bloom Energy Corporation
-0.63%
-$8,250.38 
EFA iShares MSCI EAFE ETF
-0.62%
-$4,059 
PM Philip Morris International Inc.
-0.61%
-$7,332.46 
ESGD iShares ESG Aware MSCI EAFE ETF
-0.61%
-$14,371.84 
XLV Health Care Select Sector SPDR Fund
-0.59%
-$109,429.58 
PRU Prudential Financial, Inc.
-0.56%
-$10,998.57 
LLY Eli Lilly and Company
-0.53%
-$2,611.38 
EFV iShares MSCI EAFE Value ETF
-0.53%
-$110,949.89 
VYMI Vanguard International High Dividend Yield Index Fund
-0.51%
-$1,564.02 
XLP Consumer Staples Select Sector SPDR Fund
-0.49%
-$31,926.91 
BLV Vanguard Long-Term Bond ETF
-0.47%
-$1,446.15 
HD The Home Depot, Inc.
-0.42%
-$914.63 
FTEC Fidelity MSCI Information Technology Index ETF
-0.35%
-$1,400.62 
FTCB First Trust Core Investment Grade ETF
-0.34%
-$156,209.76 
SDY SPDR S&P Dividend ETF
-0.28%
-$6,253.28 
CCI Crown Castle Inc.
-0.27%
-$3,721.83 
GOVT iShares U.S. Treasury Bond ETF
-0.27%
-$1,847.82 
BND Vanguard Total Bond Market Index Fund
-0.26%
-$2,946.71 
AGG iShares Core U.S. Aggregate Bond ETF
-0.26%
-$7,712.5 
IUSV iShares Core S&P U.S. Value ETF
-0.22%
-$521 
PFG Principal Financial Group, Inc.
-0.22%
-$622 
VEU Vanguard FTSE All-World ex-US ETF
-0.22%
-$535.86 
XLK State Street Technology Select Sector SPDR ETF
-0.22%
-$86,040.38 
EAGG iShares ESG Aware U.S. Aggregate Bond ETF
-0.21%
-$7,652.7 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.21%
-$1,858.68 
IXN iShares Global Tech ETF
-0.21%
-$9,599.09 
SUSC iShares ESG Aware USD Corporate Bond ETF
-0.18%
-$6,270.8 
RSP Invesco S&P 500 Equal Weight ETF
-0.17%
-$728.54 
ESML iShares ESG Aware MSCI USA Small-Cap ETF
-0.17%
-$1,643.58 
IJH iShares Core S&P Mid-Cap ETF
-0.11%
-$10,903.52 
XLF Financial Select Sector SPDR Fund
-0.1%
-$16,380.42 
USIG iShares Broad USD Investment Grade Corporate Bond ETF
-0.1%
-$59,755.35 
DON WisdomTree U.S. MidCap Dividend Fund
-0.09%
-$5,790.7 
LMBS First Trust Low Duration Opportunities ETF
-0.08%
-$11,174.16 
V Visa Inc. Class A
-0.04%
-$232.38 
NYF iShares New York Muni Bond ETF
-0.04%
-$211.18 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$3,902.38 Events
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Dividends
Dividend Analysis
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| Trades 1524 | Longs Won 957/1524 62% | Profit Factor 5.01 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $486,005.88 |
| Average Win $189,317.25 | Best Trade (Aug 14) $9.32M | Sharpe Ratio -11.63 |
| Average Loss -$63,795.87 | Worst Trade (Sep 30) -$2.75M | Z-Score 11.1 (100%) |
| Commissions $0 | Avg. Trade Length 1y 11m 2w | Expectancy $94,870.58 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 9,091 | 8,182 | 7,273 | 6,364 | 5,455 | 4,545 | 3,636 | 2,727 | 1,818 | 909 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 28,220 | $5.23M | $8.72M | - | $3.49M | 66.69% | -7.354% |
| ABBV AbbVie Inc. | 1,153 | $241,646.51 | $289,333.82 | - | $47,687.31 | 19.73% | -2.513% |
| ADP Automatic Data Processing Inc. | 806 | $194,145.08 | $214,766.75 | - | $20,621.67 | 10.62% | +0.982% |
| AGG iShares Core U.S. Aggregate Bond ETF | 30,850 | $3.05M | $3M | - | -$48,951.46 | -1.6% | -0.256% |
| AME Ametek Inc. | 4,112 | $611,080.69 | $993,911.56 | - | $382,830.87 | 62.65% | +0.708% |
| AMZN Amazon.com Inc | 19,883 | $3.72M | $5.4M | - | $1.68M | 44.99% | +15.321% |
| AVGO Broadcom Inc. | 5,937 | $624,168.42 | $2.31M | - | $1.69M | 270.28% | +0.371% |
| AZN AZN | 3,240 | $232.87 | $238.14 | - | $5.27 | 2.26% | 0.0 |
| BE Bloom Energy Corporation | 6,298 | $532,621.86 | $1.3M | - | $763,569.52 | 143.36% | -0.632% |
| BIL SPDR Bloomberg 1-3 Month T-Bill ETF | 67,854 | $6.22M | $6.22M | - | -$2,406.51 | -0.04% | +0.033% |
| BILS SPDR Bloomberg 3-12 Month T-Bill ETF | 105,026 | $10.44M | $10.44M | - | $2,879.22 | 0.03% | +0.02% |
| BLV Vanguard Long-Term Bond ETF | 4,665 | $340,874.73 | $307,796.7 | - | -$33,078.03 | -9.7% | -0.468% |
| BND Vanguard Total Bond Market Index Fund | 15,509 | $1.12M | $1.12M | - | -$329.94 | -0.03% | -0.262% |
| BRK-B Berkshire Hathaway Inc. | 2,381 | $823,938.2 | $1.22M | - | $394,038.54 | 47.82% | +0.365% |
| BSX Boston Scientific Corporation | 40,224 | $3.17M | $1.88M | - | -$1.29M | -40.74% | +1.587% |
| C Citigroup Inc. | 2,226 | $225,939 | $294,833.7 | - | $68,894.7 | 30.49% | +0.098% |
| CB Chubb Limited | 13,791 | $4.14M | $4.84M | - | $698,378.71 | 16.88% | +0.151% |
| CCI Crown Castle Inc. | 17,723 | $1.91M | $1.35M | - | -$554,662.04 | -29.09% | -0.274% |
| CRBN iShares MSCI ACWI Low Carbon Target ETF | 4,553 | $724,687.08 | $1.15M | - | $421,576.15 | 58.17% | +0.303% |
| CRM Salesforce Inc | 1,468 | $398,693.54 | $270,141.37 | - | -$128,552.17 | -32.24% | +1.832% |
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FAQ
Which stocks have generated the highest profits for Lynn M. Magnus?
The largest contributions to the portfolio's profits come from the following stocks: NVIDIA Corporation - $7.37M, iShares Broad USD Investment Grade Corporate Bond ETF - $7.02M, iShares Core MSCI EAFE ETF - $3.27M, First Trust TCW Opportunistic Fixed Income Fund - $3.12M, and First Trust Core Investment Grade ETF - $2.76M. 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: iShares AAA - A Rated Corporate Bond ETF - $2.85M, QUALCOMM Incorporated - $1.28M, PayPal Holdings Inc - $1.22M, CVS Health Corporation - $1.16M, and Meta Platforms Inc Class A - $1.12M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Lynn M. Magnus's portfolio generate?
The portfolio generates substantial dividend income, with a total of $46.11M earned over time. The largest contributors to dividend income include iShares Broad USD Investment Grade Corporate Bond ETF - $7.02M, iShares Core MSCI EAFE ETF - $3.25M, First Trust TCW Opportunistic Fixed Income Fund - $2.86M, First Trust Core Investment Grade ETF - $2.76M, and iShares MSCI EAFE Value ETF - $2.64M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Lynn M. Magnus's monthly returns?
Lynn M. Magnus'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 Lynn M. Magnus's strategy be considered aggressive or moderate?
Lynn M. Magnus'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 Lynn M. Magnus's strategy?
Lynn M. Magnus'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.
