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:
59.52%
Gain +0.36%
Monthly
1.4%
Yearly
18.23%
Drawdown
22.43%
$195.45M
Equity
Holdings
$195.45M
Investment
$123.05M
$77.31M
Profit +$654,316.18
Realized
$4.91M
Unrealized
$72.4M
Dividends
$4.86M
Goals
Avg. 61% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.36%
Profit
$654,316.18
Win %
61%
This Week
Compared To Last Week
Gain
0.1%
Profit
$199,202.26
Win %
61%
This Month
Compared to last month
Gain
2.46%
Profit
$4.68M
Win %
61%
This Year
Compared to last year
Gain
1.12%
Profit
$2.16M
Win %
67%
TTD The Trade Desk, Inc. Class A
+6.69%
+$15,318.74 
LLY Eli Lilly and Company
+4.86%
+$78,829.09 
UNH UnitedHealth Group Incorporated
+4.06%
+$128,335.8 
MAR Marriott International Inc. - Class A
+3.48%
+$24,179.08 
VMC Vulcan Materials Company
+3.44%
+$111,928.96 
HD The Home Depot, Inc.
+3.35%
+$189,848.94 
AMGN Amgen Inc.
+3.3%
+$36,016.64 
WM Waste Management, Inc.
+2.93%
+$35,739.18 
V Visa Inc. Class A
+2.25%
+$187,619.25 
UBER Uber Technologies, Inc.
+2.21%
+$15,635.07 
WMT Walmart Inc.
+2.06%
+$9,270.81 
MCD McDonald's Corporation
+2.03%
+$36,949.07 
STZ Constellation Brands, Inc.
+1.99%
+$42,936.16 
MA Mastercard Incorporated
+1.97%
+$5,383.32 
ONB Old National Bancorp
+1.88%
+$11,265.4 
AMT American Tower Corporation
+1.64%
+$68,427.31 
LH Labcorp Holdings Inc.
+1.63%
+$5,050.5 
UPS United Parcel Service, Inc.
+1.52%
+$34,489.32 
MSFT Microsoft Corp.
+1.12%
+$106,219.12 
CB Chubb Limited
+1.04%
+$5,588.17 
PEP PepsiCo, Inc.
+1.01%
+$10,502.7 
BAC Bank of America Corporation
+0.88%
+$41,815.8 
KO The Coca-Cola Company
+0.85%
+$3,296.28 
JNJ Johnson & Johnson
+0.82%
+$23,851.36 
NEE NextEra Energy, Inc.
+0.75%
+$5,112.94 
IWM iShares Russell 2000 ETF
+0.71%
+$1,743.43 
CSX CSX Corporation
+0.63%
+$10,894.91 
LIN Linde plc
+0.6%
+$3,375.14 
MMM 3M Company
+0.54%
+$1,169.46 
DE Deere & Company
+0.52%
+$13,262.65 
MAA Mid-America Apartment Communities, Inc.
+0.48%
+$4,565.68 
IBIT iShares Bitcoin Trust
+0.47%
+$3,871.29 
MTBA Simplify MBS ETF
+0.46%
+$1,328.91 
BRK-B Berkshire Hathaway Inc.
+0.43%
+$16,036.2 
AAPL Apple Inc.
+0.42%
+$133,439.15 
COST Costco Wholesale Corporation
+0.41%
+$8,233.29 
GS The Goldman Sachs Group, Inc.
+0.29%
+$1,284.85 
SO The Southern Company
+0.26%
+$1,923.26 
WTS Watts Water Technologies Inc.
+0.12%
+$1,592.72 
D Dominion Energy, Inc.
+0.11%
+$857.36 
DUK Duke Energy Corporation
+0.05%
+$421.33 
SHV iShares Short Treasury Bond ETF
+0.02%
+$44.64 
IVV iShares Core S&P 500 ETF
+0.01%
+$136.07 
SBIL Simplify Government Money Market ETF
0%
+$27.21 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
VRT Vertiv Holdings Co
-6.8%
-$37,284.15 
VLO Valero Energy Corporation
-3.57%
-$108,437.75 
CAT Caterpillar Inc.
-2.85%
-$14,830.77 
GEV GE Vernova Inc.
-2.69%
-$7,858.51 
PLD Prologis Inc.
-2.23%
-$6,042.42 
NVDA NVIDIA Corporation
-1.85%
-$434,300.7 
TSLA Tesla, Inc.
-1.85%
-$24,858.15 
XOM Exxon Mobil Corporation
-1.34%
-$17,677.79 
CVX Chevron Corporation
-1.15%
-$19,081.65 
AMLP Alerian MLP ETF
-0.77%
-$9,995.81 
QQQ Invesco QQQ Trust, Series 1
-0.72%
-$10,961.3 
META Meta Platforms Inc Class A
-0.54%
-$1,376.55 
JPM JPMorgan Chase & Co.
-0.53%
-$42,639.59 
MU Micron Technology, Inc.
-0.48%
-$1,043.32 
AMZN Amazon.com Inc
-0.15%
-$26,152.62 
IALT iShares Systematic Alternatives Active ETF
-0.12%
-$325.22 
GOOG Alphabet Inc
-0.1%
-$4,336.85 
GOOGL Alphabet Inc
-0.06%
-$12,708.52 Events
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Dividends
Dividend Analysis
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| Trades 871 | Longs Won 624/871 71% | Profit Factor 7.63 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $911,796.35 |
| Average Win $142,594.17 | Best Trade (Oct 14) $18.27M | Sharpe Ratio -8.94 |
| Average Loss -$47,227.51 | Worst Trade (Jun 30) -$1.2M | Z-Score 1.05 (70.66%) |
| Commissions $0 | Avg. Trade Length 1y 4w 1d | Expectancy $88,764.14 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.01% | 1.25% |
| Consecutive Losing Trades | 4,132 | 3,719 | 3,306 | 2,893 | 2,479 | 2,066 | 1,653 | 1,240 | 826 | 413 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 92,027 | $17.85M | $31.7M | - | $13.84M | 77.53% | +0.423% |
| AMGN Amgen Inc. | 2,558 | $736,720.32 | $1.13M | - | $389,285.7 | 52.84% | +3.304% |
| AMLP Alerian MLP ETF | 24,681 | $1.16M | $1.28M | - | $122,286.19 | 10.54% | -0.773% |
| AMT American Tower Corporation | 23,235 | $4.65M | $4.24M | - | -$417,538.13 | -8.97% | +1.642% |
| AMZN Amazon.com Inc | 67,058 | $10.19M | $17.01M | - | $6.82M | 66.97% | -0.153% |
| BAC Bank of America Corporation | 92,924 | $3.13M | $4.82M | - | $1.69M | 53.84% | +0.876% |
| BRK-B Berkshire Hathaway Inc. | 7,018 | $2.56M | $3.71M | - | $1.15M | 44.98% | +0.434% |
| CAT Caterpillar Inc. | 694 | $739,504.74 | $504,961.34 | - | -$234,543.4 | -31.72% | -2.853% |
| CB Chubb Limited | 1,531 | $432,125.23 | $541,667.8 | - | $109,542.57 | 25.35% | +1.042% |
| COST Costco Wholesale Corporation | 2,043 | $1.36M | $2.01M | - | $655,261.08 | 48.21% | +0.41% |
| CSX CSX Corporation | 35,721 | $1.24M | $1.74M | - | $497,180.41 | 40.15% | +0.632% |
| CVX Chevron Corporation | 7,483 | $1.12M | $1.64M | - | $524,600.85 | 46.93% | -1.148% |
| D Dominion Energy, Inc. | 12,248 | $582,009.8 | $770,031.76 | - | $188,021.96 | 32.31% | +0.111% |
| DE Deere & Company | 3,959 | $1.64M | $2.59M | - | $949,721.81 | 57.97% | +0.515% |
| DUK Duke Energy Corporation | 6,482 | $651,443.54 | $775,927.81 | - | $124,484.27 | 19.11% | +0.054% |
| GEV GE Vernova Inc. | 310 | $294,651 | $284,093.3 | - | -$10,557.7 | -3.58% | -2.692% |
| GOOG Alphabet Inc | 12,391 | $1.78M | $4.25M | - | $2.47M | 138.83% | -0.102% |
| GOOGL Alphabet Inc | 57,766 | $8.12M | $20.07M | - | $11.95M | 147.3% | -0.063% |
| GS The Goldman Sachs Group, Inc. | 498 | $192,113.76 | $438,887.4 | - | $246,773.64 | 128.45% | +0.294% |
| HD The Home Depot, Inc. | 19,167 | $6.59M | $5.85M | - | -$738,042.18 | -11.2% | +3.352% |
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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 - $4.21M, Apple Inc - $1.62M, Alphabet Inc - $1.07M, Amazon.com Inc - $823,696.16, and JPMorgan Chase & Co - $793,173.59. 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 - $3.09M, Alight Inc - $1.39M, 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 $4.86M earned over time. The largest contributors to dividend income include JPMorgan Chase & Co - $407,843.3, The Home Depot, Inc - $378,552.88, American Tower Corporation - $332,334.71, United Parcel Service, Inc - $317,529.56, and Bank of America Corporation - $313,280.96. 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.
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