Emma M. Wyman Portfolio
Invests via ABLES, IANNONE, MOORE & ASSOCIATES, INC. | Managed by Emma M. Wyman
Invests via ABLES, IANNONE, MOORE & ASSOCIATES, INC.
Managed by Emma M. Wyman
Automatically Tracked
Emma M. Wyman Profile
Seasoned investor and operator focused on early-stage technology and healthcare companies, with experience sourcing, diligencing and scaling ventures across product and go-to-market functions. Emma M. Wyman combines hands-on startup operating roles with investor-facing responsibilities, advising boards, structuring seed and Series A rounds and supporting portfolio growth. Market-facing strengths include strategic partnerships, financial planning and recruiting senior management.
Seasoned investor and operator focused on early-stage technology and healthcare companies, with experience sourcing, diligencing and scaling ventures across product and go-to-market functions. Emma M. Wyman combines hands-on startup operating roles with investor-facing responsibilities, advising boards, structuring seed and Series A rounds and supporting portfolio growth. Market-facing strengths include strategic partnerships, financial planning and recruiting senior management.
Investment Philosophy & Strategy
Combines operator instincts with venture discipline, targeting early-stage technology and healthcare companies where product-market fit is nascent and go-to-market scale is attainable. Prefers seed to Series A capital deployment, co-investing in founder-led teams and structuring rounds to retain optionality. Emphasizes rigorous due diligence on unit economics, strategic partnership potential and leadership hiring, favors concentrated, active portfolio construction with 3–7 year horizon and pragmatic risk control.
Combines operator instincts with venture discipline, targeting early-stage technology and healthcare companies where product-market fit is nascent and go-to-market scale is attainable. Prefers seed to Series A capital deployment, co-investing in founder-led teams and structuring rounds to retain optionality. Emphasizes rigorous due diligence on unit economics, strategic partnership potential and leadership hiring, favors concentrated, active portfolio construction with 3–7 year horizon and pragmatic risk control.
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:
58.22%
Gain -0.52%
Monthly
1.44%
Yearly
18.76%
Drawdown
22.43%
$194.99M
Equity
Holdings
$194.99M
Investment
$123.19M
$75.61M
Profit -$1.05M
Realized
$3.81M
Unrealized
$71.8M
Dividends
$4.43M
Goals
Avg. 99% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.52%
Profit
-$1.05M
Win %
66%
This Week
Compared To Last Week
Gain
-0.61%
Profit
-$1.19M
Win %
66%
This Month
Compared to last month
Gain
-0.54%
Profit
-$1.05M
Win %
66%
This Year
Compared to last year
Gain
4.89%
Profit
$9.08M
Win %
68%
AMZN Amazon.com Inc
+15.32%
+$2.48M 
GOOG Alphabet Inc
+6.88%
+$310,944.89 
GOOGL Alphabet Inc
+6.73%
+$1.32M 
MSFT Microsoft Corp.
+3.02%
+$244,969.14 
NVDA NVIDIA Corporation
+2.93%
+$613,574.51 
CVX Chevron Corporation
+2.35%
+$33,809.6 
AMLP Alerian MLP ETF
+0.89%
+$12,126.52 
ONB Old National Bancorp
+0.87%
+$5,632.7 
MCD McDonald's Corporation
+0.82%
+$17,228.28 
TSLA Tesla, Inc.
+0.76%
+$8,592.69 
CAT Caterpillar Inc.
+0.7%
+$3,923.63 
IVV iShares Core S&P 500 ETF
+0.69%
+$6,205.44 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$9,030.96 
WTS Watts Water Technologies Inc.
+0.48%
+$6,259.2 
CSX CSX Corporation
+0.42%
+$7,976.01 
VLO Valero Energy Corporation
+0.38%
+$8,047.97 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$13,604.04 
BAC Bank of America Corporation
+0.36%
+$21,008.68 
JPM JPMorgan Chase & Co.
+0.27%
+$23,025.3 
SO The Southern Company
+0.21%
+$1,763.6 
JNJ Johnson & Johnson
+0.21%
+$6,313.89 
CB Chubb Limited
+0.15%
+$811.43 
IALT iShares Systematic Alternatives Active ETF
+0.14%
+$339.68 
MMM 3M Company
+0.12%
+$265.43 
WM Waste Management, Inc.
+0.1%
+$1,244.1 
WMT Walmart Inc.
+0.09%
+$376.91 
SBIL Simplify Government Money Market ETF
+0.02%
+$337.63 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
AAPL Apple Inc.
-7.35%
-$2.32M 
ALIT Alight Inc.
-7.06%
-$38,764.5 
LIN Linde plc
-5.95%
-$36,130.45 
MU Micron Technology, Inc.
-5.9%
-$11,616.74 
IBIT iShares Bitcoin Trust
-2.89%
-$20,111.38 
LH Labcorp Holdings Inc.
-2.01%
-$6,171.74 
APD Air Products and Chemicals, Inc.
-1.77%
-$3,913.47 
UNH UnitedHealth Group Incorporated
-1.68%
-$56,404.54 
TTD The Trade Desk, Inc. Class A
-1.31%
-$6,816.45 
NEE NextEra Energy, Inc.
-1.15%
-$9,162.72 
DE Deere & Company
-1.13%
-$27,308.76 
PLD Prologis Inc.
-1.08%
-$3,286.4 
KO The Coca-Cola Company
-1.02%
-$4,091.4 
UPS United Parcel Service, Inc.
-1%
-$27,447 
VMC Vulcan Materials Company
-0.98%
-$29,369.78 
XOM Exxon Mobil Corporation
-0.97%
-$11,424.51 
D Dominion Energy, Inc.
-0.8%
-$6,832 
MA Mastercard Incorporated
-0.74%
-$1,895.5 
MAA Mid-America Apartment Communities, Inc.
-0.73%
-$6,264.22 
MAR Marriott International Inc. - Class A
-0.71%
-$4,955.54 
DUK Duke Energy Corporation
-0.67%
-$5,563.32 
AMGN Amgen Inc.
-0.64%
-$7,087.87 
GS The Goldman Sachs Group, Inc.
-0.63%
-$3,227.04 
AMT American Tower Corporation
-0.63%
-$24,953.73 
LLY Eli Lilly and Company
-0.53%
-$8,232.59 
IWM iShares Russell 2000 ETF
-0.47%
-$1,373.31 
PEP PepsiCo, Inc.
-0.46%
-$5,376.64 
HD The Home Depot, Inc.
-0.42%
-$24,817.42 
ABNB Airbnb, Inc.
-0.37%
-$3,200.41 
MTBA Simplify MBS ETF
-0.31%
-$932.25 
COST Costco Wholesale Corporation
-0.24%
-$4,648.86 
STZ Constellation Brands, Inc.
-0.12%
-$1,235.55 
V Visa Inc. Class A
-0.04%
-$3,116.74 
UBER Uber Technologies, Inc.
-0.01%
-$102.79 Events
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Dividends
Dividend Analysis
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| Trades 814 | Longs Won 591/814 72% | Profit Factor 8.13 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $911,632.08 |
| Average Win $145,880.2 | Best Trade (Aug 17) $18.76M | Sharpe Ratio -8.94 |
| Average Loss -$47,557.06 | Worst Trade (Aug 19) -$1.46M | Z-Score -1.17 (76.06%) |
| Commissions $0 | Avg. Trade Length 1y 1w 3d | Expectancy $92,886.94 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.01% | 1.03% |
| Consecutive Losing Trades | 4,098 | 3,689 | 3,279 | 2,869 | 2,459 | 2,049 | 1,639 | 1,230 | 820 | 410 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 94,788 | $18.39M | $29.28M | - | $10.9M | 59.26% | -7.354% |
| ABNB Airbnb, Inc. | 5,715 | $768,172.29 | $865,936.8 | - | $97,764.51 | 12.73% | -0.368% |
| ALIT Alight Inc. | 30,050 | $273,514.1 | $510,249 | - | $236,734.9 | 86.55% | -7.061% |
| AMGN Amgen Inc. | 2,858 | $823,125.45 | $1.1M | - | $277,661.83 | 33.73% | -0.64% |
| AMLP Alerian MLP ETF | 24,748 | $1.16M | $1.37M | - | $205,400.22 | 17.65% | +0.894% |
| AMT American Tower Corporation | 22,685 | $4.56M | $3.93M | - | -$631,620.05 | -13.84% | -0.631% |
| AMZN Amazon.com Inc | 68,695 | $10.44M | $18.66M | - | $8.22M | 78.74% | +15.321% |
| APD Air Products and Chemicals, Inc. | 737 | $214,090.8 | $217,333.94 | - | $3,243.14 | 1.51% | -1.769% |
| BAC Bank of America Corporation | 95,494 | $3.22M | $5.92M | - | $2.7M | 83.84% | +0.356% |
| BRK-B Berkshire Hathaway Inc. | 7,314 | $2.66M | $3.74M | - | $1.08M | 40.42% | +0.365% |
| CAT Caterpillar Inc. | 692 | $737,883 | $563,848.52 | - | -$174,034.48 | -23.59% | +0.701% |
| CB Chubb Limited | 1,531 | $432,125.23 | $536,891.06 | - | $104,765.83 | 24.24% | +0.151% |
| COST Costco Wholesale Corporation | 2,039 | $1.36M | $1.94M | - | $585,346.88 | 43.18% | -0.239% |
| CSX CSX Corporation | 37,981 | $1.32M | $1.91M | - | $597,563.3 | 45.38% | +0.418% |
| CVX Chevron Corporation | 7,480 | $1.12M | $1.47M | - | $355,058.21 | 31.78% | +2.35% |
| D Dominion Energy, Inc. | 12,200 | $579,104.85 | $843,874 | - | $264,769.15 | 45.72% | -0.803% |
| DE Deere & Company | 4,016 | $1.66M | $2.38M | - | $718,973.66 | 43.28% | -1.134% |
| DUK Duke Energy Corporation | 6,623 | $665,126.17 | $830,722.89 | - | $165,596.72 | 24.9% | -0.665% |
| GOOG Alphabet Inc | 13,537 | $1.94M | $4.83M | - | $2.89M | 148.53% | +6.884% |
| GOOGL Alphabet Inc | 58,753 | $8.25M | $20.92M | - | $12.67M | 153.53% | +6.734% |
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Emma M. Wyman?
The largest contributions to the portfolio's profits come from the following stocks: NVIDIA Corporation - $3.91M, Apple Inc - $1.23M, Alphabet Inc - $857,916.74, Amazon.com Inc - $664,563.41, and JPMorgan Chase & Co - $645,530.82. 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: The Trade Desk, Inc. Class A - $2.52M, Alight Inc - $1.13M, Constellation Brands, Inc - $301,787.12, Twilio Inc - $276,146.49, and Fastly, Inc - $240,820.38. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Emma M. Wyman's portfolio generate?
The portfolio generates substantial dividend income, with a total of $4.43M earned over time. The largest contributors to dividend income include JPMorgan Chase & Co - $368,538.65, The Home Depot, Inc - $336,953.06, American Tower Corporation - $291,728.56, Apple Inc - $287,047.79, and Bank of America Corporation - $282,722.88. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Emma M. Wyman's monthly returns?
Emma M. Wyman'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 Emma M. Wyman's strategy be considered aggressive or moderate?
Emma M. Wyman'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 Emma M. Wyman's strategy?
Emma M. Wyman'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.
