Vickie Chrisman Portfolio
Invests via LMG Wealth Partners LLC | Managed by Vickie Chrisman
Invests via LMG Wealth Partners LLC
Managed by Vickie Chrisman
Automatically Tracked
Vickie Chrisman Profile
With a multifaceted career as an entrepreneur and executive, Vickie Chrisman has made significant contributions to the fields of finance and corporate leadership. Her experience encompasses the successful launch and scaling of various businesses across diverse sectors, showcasing her adeptness in navigating complex market environments. Renowned for her strategic acumen, she engages with multiple stakeholders to drive growth initiatives that enhance organizational value. By cultivating partnerships and leveraging insights from both public markets and private investments, Chrisman positions herself as a transformative leader within investment circles. Her emphasis on innovation continues to position her at the forefront of entrepreneurial ventures.
With a multifaceted career as an entrepreneur and executive, Vickie Chrisman has made significant contributions to the fields of finance and corporate leadership. Her experience encompasses the successful launch and scaling of various businesses across diverse sectors, showcasing her adeptness in navigating complex market environments. Renowned for her strategic acumen, she engages with multiple stakeholders to drive growth initiatives that enhance organizational value. By cultivating partnerships and leveraging insights from both public markets and private investments, Chrisman positions herself as a transformative leader within investment circles. Her emphasis on innovation continues to position her at the forefront of entrepreneurial ventures.
Investment Philosophy & Strategy
Grounded in entrepreneurial spirit and corporate leadership, Vickie Chrisman embraces innovation as a cornerstone of her investment approach. Her strategy focuses on identifying transformative opportunities within emerging markets while optimizing business models for scalability. With an emphasis on strategic partnerships, she effectively navigates the landscape to create value across sectors. By leveraging her diverse background, she brings a unique perspective to decision-making that prioritizes long-term growth over short-term gains. This holistic vision enables agile responses to market shifts, ensuring robust engagement with various stakeholders throughout her investment journey.
Grounded in entrepreneurial spirit and corporate leadership, Vickie Chrisman embraces innovation as a cornerstone of her investment approach. Her strategy focuses on identifying transformative opportunities within emerging markets while optimizing business models for scalability. With an emphasis on strategic partnerships, she effectively navigates the landscape to create value across sectors. By leveraging her diverse background, she brings a unique perspective to decision-making that prioritizes long-term growth over short-term gains. This holistic vision enables agile responses to market shifts, ensuring robust engagement with various stakeholders throughout her investment journey.
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:
76.76%
Gain -1.92%
Monthly
1.36%
Yearly
17.6%
Drawdown
19.97%
$630M
Equity
Holdings
$630M
Investment
$423.79M
$227.53M
Profit -$8.29M
Realized
$21.32M
Unrealized
$206.21M
Dividends
$32.2M
Goals
Avg. 54.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-1.92%
Profit
-$8.29M
Win %
77%
This Week
Compared To Last Week
Gain
-0.92%
Profit
-$5.85M
Win %
77%
This Month
Compared to last month
Gain
-0.79%
Profit
-$5.04M
Win %
77%
This Year
Compared to last year
Gain
0.46%
Profit
$2.86M
Win %
76%
VISN Vistance Networks, Inc.
+4.48%
+$48,289.18 
MPC Marathon Petroleum Corporation
+3.59%
+$42,127.6 
MXL MaxLinear Inc.
+3.33%
+$57,665.64 
PARR Par Pacific Holdings Inc.
+2.51%
+$80,765.9 
XOM Exxon Mobil Corporation
+2.34%
+$234,402.03 
AMD Advanced Micro Devices, Inc.
+2.31%
+$5,157.32 
CVX Chevron Corporation
+2.31%
+$359,894.22 
BSM Black Stone Minerals, L.P.
+1.68%
+$25,537.46 
OKTA Okta Inc.
+1.53%
+$73,584.15 
NUE Nucor Corporation
+1.39%
+$48,984.5 
JPM JPMorgan Chase & Co.
+1.18%
+$54,473.59 
T AT&T Inc.
+0.92%
+$19,783.75 
GD General Dynamics Corporation
+0.87%
+$2,657.4 
WFC Wells Fargo & Company
+0.82%
+$37,438.78 
MFC Manulife Financial Corporation
+0.65%
+$19,210.42 
SCHW Charles Schwab Corporation
+0.65%
+$6,309.1 
AFL Aflac Inc.
+0.6%
+$38,326.4 
META Meta Platforms Inc Class A
+0.56%
+$1,425.04 
ADM Archer-Daniels-Midland Co
+0.51%
+$25,757.6 
GEV GE Vernova Inc.
+0.5%
+$1,373.4 
NVDA NVIDIA Corporation
+0.47%
+$8,382.43 
HPE Hewlett Packard Enterprise Company
+0.43%
+$1,073.76 
RTX RTX Corporation
+0.28%
+$34,496 
BAC Bank of America Corporation
+0.28%
+$1,625.41 
VZ Verizon Communications Inc.
+0.2%
+$6,986.39 
INTC Intel Corporation
+0.2%
+$405.01 
PG Procter & Gamble Co
+0.18%
+$1,151.55 
MU Micron Technology, Inc.
+0.18%
+$10,636.02 
DE Deere & Company
+0.17%
+$508.58 
PAYX Paychex Inc.
+0.12%
+$1,944.04 
CB Chubb Limited
+0.11%
+$5,728.68 
UPS United Parcel Service, Inc.
+0.11%
+$536.36 
BRK-A Berkshire Hathaway Inc.
+0.1%
+$1,589.52 
BRK-B Berkshire Hathaway Inc.
+0.1%
+$7,054.43 
PRU Prudential Financial, Inc.
+0.08%
+$7,437.4 
ADP Automatic Data Processing Inc.
+0.07%
+$3,757.26 
SGOV iShares 0-3 Month Treasury Bond ETF
0%
$0 
BTC Grayscale Bitcoin Mini Trust ETF
0%
$0 CAAP
CAAP
0%
$0 
WRBY Warby Parker Inc.
-5.87%
-$12,090.57 
SYY Sysco Corporation
-4.87%
-$244,651.77 
EAT Brinker International Inc.
-4.84%
-$63,785.5 
DRI Darden Restaurants, Inc.
-4.56%
-$63,853.62 
NTLA Intellia Therapeutics Inc.
-4.17%
-$5,557.86 
WDC Western Digital Corporation
-3.65%
-$31,902.93 
AZO AutoZone Inc.
-3.48%
-$10,308.01 
KD Kyndryl Holdings Inc.
-2.76%
-$3,750 
TGT Target Corporation
-2.73%
-$49,041.86 
STLA Stellantis N.V.
-2.66%
-$1,701 
F Ford Motor Company
-2.56%
-$5,462.39 
STRL Sterling Infrastructure, Inc.
-2.47%
-$96,842 
AMZN Amazon.com Inc
-2.43%
-$235,681.66 
GM General Motors Company
-2.35%
-$64,956.3 
OKE ONEOK, Inc.
-2.3%
-$19,521.42 
GPC Genuine Parts Company
-2.26%
-$38,103.57 
DIS The Walt Disney Company
-2.21%
-$66,341.93 
RCL Royal Caribbean Group
-2.15%
-$17,490 
HD The Home Depot, Inc.
-1.9%
-$58,945.24 
MSFT Microsoft Corp.
-1.9%
-$341,721.99 
UNH UnitedHealth Group Incorporated
-1.84%
-$11,475.65 
FDXF FedEx Freight Holding Company Inc.
-1.76%
-$18,898.92 
LOW Lowe's Companies Inc.
-1.69%
-$79,458.65 
DY Dycom Industries Inc.
-1.65%
-$21,320.52 
ABNB Airbnb, Inc.
-1.59%
-$60,858.47 
MCD McDonald's Corporation
-1.55%
-$80,845.94 
SLVM Sylvamo Corporation
-1.5%
-$8,020.49 
BX Blackstone Inc.
-1.47%
-$22,285.52 
CCAP Crescent Capital BDC, Inc.
-1.46%
-$2,213.14 
APP AppLovin Corporation Class A Common Stock
-1.42%
-$30,955.75 
GOOGL Alphabet Inc
-1.42%
-$54,063.9 
AVGO Broadcom Inc.
-1.4%
-$7,814.94 
GOOG Alphabet Inc
-1.38%
-$66,598.74 
MCK McKesson Corporation
-1.37%
-$8,584.94 
LRCX Lam Research Corporation
-1.32%
-$1,737.6 
IWO iShares Russell 2000 Growth ETF
-1.29%
-$224,679.73 
TJX The TJX Companies, Inc.
-1.29%
-$2,210 
SNDK SanDisk Corporation
-1.21%
-$11,869.11 
IWP iShares Russell Mid-Cap Growth ETF
-1.19%
-$166,094.5 
TSLA Tesla, Inc.
-1.16%
-$68,964.7 
LNT Alliant Energy Corporation
-1.15%
-$23,408.03 
PKG Packaging Corporation of America
-1.15%
-$28,699.97 
FDX FedEx Corporation
-1.11%
-$59,881.77 
AEP American Electric Power Company, Inc.
-1.09%
-$5,439.49 
EMR Emerson Electric Co.
-1.04%
-$81,023.15 
WMT Walmart Inc.
-1.04%
-$179,723.19 
DVY iShares Select Dividend ETF
-1.03%
-$77,950.59 
O Realty Income Corporation
-1%
-$50,671.39 
RSG Republic Services, Inc.
-0.96%
-$2,646.97 
SO The Southern Company
-0.95%
-$17,133.6 
CP Canadian Pacific Kansas City Limited
-0.94%
-$2,819.88 
RJF Raymond James Financial Inc.
-0.93%
-$64,634.64 
IWN iShares Russell 2000 Value ETF
-0.91%
-$26,397.83 
IWR iShares Russell Mid-Cap ETF
-0.9%
-$4,327.29 
IJR iShares Core S&P Small-Cap ETF
-0.9%
-$6,033.77 
CAH Cardinal Health Inc.
-0.9%
-$102,448.24 
CMI Cummins Inc.
-0.89%
-$3,039.52 
VIOG Vanguard S&P Small-Cap 600 Growth ETF
-0.87%
-$71,665.95 
AAPL Apple Inc.
-0.83%
-$178,922.63 
IVV iShares Core S&P 500 ETF
-0.81%
-$14,012 
XMMO Invesco S&P MidCap Momentum ETF
-0.8%
-$71,631.52 
PFE Pfizer Inc.
-0.79%
-$3,584.68 
ET Energy Transfer L.P.
-0.74%
-$9,620.96 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.74%
-$342,798.42 
CALM Cal-Maine Foods Inc.
-0.73%
-$1,870 
QQQ Invesco QQQ Trust, Series 1
-0.72%
-$2,782.22 
KO The Coca-Cola Company
-0.7%
-$20,242.53 
DUK Duke Energy Corporation
-0.7%
-$9,373.19 
VO Vanguard Mid-Cap ETF
-0.69%
-$3,476.48 
VWO Vanguard FTSE Emerging Markets ETF
-0.69%
-$20,685.03 
IJJ iShares S&P Mid-Cap 400 Value ETF
-0.67%
-$59,388.25 
MRK Merck & Co., Inc.
-0.65%
-$24,056.62 
HPQ HP Inc.
-0.62%
-$13,450.29 
TPR Tapestry Inc.
-0.59%
-$968.1 
ETN Eaton Corporation plc
-0.57%
-$15,526.2 
BMY Bristol-Myers Squibb Company
-0.57%
-$19,710.37 
KGC Kinross Gold Corporation
-0.57%
-$12,866.4 
VB Vanguard Small-Cap ETF
-0.56%
-$2,767.74 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.56%
-$14,547.78 
USB U.S. Bancorp
-0.54%
-$46,102.64 
SPY SPDR S&P 500 ETF Trust
-0.53%
-$72,233.72 
PEP PepsiCo, Inc.
-0.52%
-$26,063.39 
VOO Vanguard S&P 500 ETF
-0.51%
-$7,349.74 
DIVI Franklin International Core Dividend Tilt Index ETF
-0.5%
-$59,793.8 
ALL Allstate Corporation
-0.5%
-$27,057.73 
IBM International Business Machines Corporation
-0.49%
-$4,260.72 
VIG Vanguard Dividend Appreciation ETF
-0.47%
-$2,120.16 
W Wayfair Inc.
-0.47%
-$17,012.31 
IWS iShares Russell Mid-Cap Value ETF
-0.46%
-$13,027.92 
KMB Kimberly-Clark Corporation
-0.45%
-$5,272.36 
VFH Vanguard Financials ETF (primary ticker: VFH)
-0.43%
-$26,179.2 
NEE NextEra Energy, Inc.
-0.43%
-$1,126.65 
VGT Vanguard Information Technology ETF
-0.43%
-$3,708.72 
VEU Vanguard FTSE All-World ex-US ETF
-0.42%
-$3,201.39 
CSX CSX Corporation
-0.42%
-$1,619.7 
INCY Incyte Corporation
-0.42%
-$11,614.23 
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF
-0.4%
-$16,692.84 
IVE ISHARES S&P 500 VALUE ETF
-0.39%
-$46,089.69 
ETR Entergy Corporation
-0.39%
-$5,238.27 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.38%
-$70,019.36 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
-0.37%
-$34,627.11 
VOE Vanguard Mid-Cap Value ETF
-0.35%
-$1,637.03 
XLK State Street Technology Select Sector SPDR ETF
-0.35%
-$1,029.12 
CLS Celestica Inc.
-0.34%
-$21,149.27 
SPG Simon Property Group, Inc.
-0.34%
-$956.2 
BA Boeing Company
-0.33%
-$979.8 
PM Philip Morris International Inc.
-0.32%
-$822.78 
EEMV iShares MSCI Emerging Markets Minimum Volatility Factor ETF
-0.31%
-$14,186.86 
EEM iShares MSCI Emerging Markets ETF
-0.29%
-$1,160.14 
SDY SPDR S&P Dividend ETF
-0.28%
-$1,297.74 
VHT Vanguard Health Care ETF
-0.24%
-$1,237.28 
IJS iShares S&P Small-Cap 600 Value ETF
-0.24%
-$6,097.18 
CAT Caterpillar Inc.
-0.2%
-$15,724.77 
WM Waste Management, Inc.
-0.2%
-$673.82 
VYM Vanguard High Dividend Yield ETF
-0.19%
-$677.1 
FNDF Schwab Fundamental International Large Company Index ETF
-0.18%
-$422.5 
VNQ Vanguard Real Estate ETF
-0.18%
-$11,878.75 
COF Capital One Financial Corporation
-0.13%
-$285.22 
BNDX Vanguard Total International Bond ETF
-0.11%
-$5,780.42 
CSCO Cisco Systems, Inc.
-0.1%
-$4,204.86 
VTV Vanguard Value ETF
-0.1%
-$823.28 
TXN Texas Instruments Inc
-0.06%
-$202.87 
ABBV AbbVie Inc.
-0.04%
-$2,648.8 
BND Vanguard Total Bond Market Index Fund
-0.04%
-$91.12 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.02%
-$91.38 
AGG iShares Core U.S. Aggregate Bond ETF
-0.01%
-$1,363.37 
JNJ Johnson & Johnson
0%
-$286.84 Events
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Dividends
Dividend Analysis
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| Trades 1583 | Longs Won 1137/1583 71% | Profit Factor 11.94 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $942,889.72 |
| Average Win $218,774.02 | Best Trade (Sep 23) $26.07M | Sharpe Ratio -10.1 |
| Average Loss -$46,705.19 | Worst Trade (Sep 01) -$1.39M | Z-Score 20.18 (100%) |
| Commissions $0 | Avg. Trade Length 1y 8m 1d | Expectancy $143,733.61 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 13,514 | 12,162 | 10,811 | 9,459 | 8,108 | 6,757 | 5,405 | 4,054 | 2,703 | 1,351 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 64,945 | $8.85M | $21.45M | - | $12.61M | 142.49% | -0.827% |
| ABBV AbbVie Inc. | 24,080 | $4.01M | $6.3M | - | $2.29M | 57.25% | -0.042% |
| ABNB Airbnb, Inc. | 22,457 | $2.7M | $3.77M | - | $1.08M | 39.9% | -1.588% |
| ADM Archer-Daniels-Midland Co | 58,540 | $3.52M | $5.09M | - | $1.57M | 44.53% | +0.509% |
| ADP Automatic Data Processing Inc. | 19,774 | $4.61M | $5.47M | - | $858,871.53 | 18.61% | +0.069% |
| AEP American Electric Power Company, Inc. | 4,096 | $385,664.15 | $495,214.59 | - | $109,550.44 | 28.41% | -1.086% |
| AFL Aflac Inc. | 54,752 | $4.1M | $6.44M | - | $2.35M | 57.22% | +0.598% |
| AGG iShares Core U.S. Aggregate Bond ETF | 136,337 | $13.48M | $13.07M | - | -$404,278.5 | -3% | -0.01% |
| ALL Allstate Corporation | 20,894 | $4.33M | $5.37M | - | $1.05M | 24.19% | -0.501% |
| AMD Advanced Micro Devices, Inc. | 452 | $262,571 | $228,178.64 | - | -$34,392.36 | -13.1% | +2.312% |
| AMZN Amazon.com Inc | 38,198 | $3.37M | $9.45M | - | $6.08M | 180.15% | -2.434% |
| APP AppLovin Corporation Class A Common Stock | 6,517 | $537,414.7 | $2.15M | - | $1.61M | 299.56% | -1.421% |
| AVGO Broadcom Inc. | 1,618 | $307,831.44 | $549,942.02 | - | $242,110.58 | 78.65% | -1.401% |
| AZO AutoZone Inc. | 100 | $235,588 | $286,243.99 | - | $50,655.99 | 21.5% | -3.476% |
| BA Boeing Company | 1,420 | $296,289.02 | $297,603.6 | - | $1,314.58 | 0.44% | -0.328% |
| BAC Bank of America Corporation | 9,851 | $336,873.25 | $587,415.13 | - | $250,541.88 | 74.37% | +0.277% |
| BMY Bristol-Myers Squibb Company | 54,001 | $3.43M | $3.44M | - | $12,052.39 | 0.35% | -0.569% |
| BND Vanguard Total Bond Market Index Fund | 3,645 | $269,946.6 | $259,323.52 | - | -$10,623.08 | -3.94% | -0.035% |
| BNDX Vanguard Total International Bond ETF | 111,162 | $5.42M | $5.21M | - | -$213,840.96 | -3.94% | -0.111% |
| BRK-A Berkshire Hathaway Inc. | 2 | $1.5M | $1.55M | - | $47,429.56 | 3.17% | +0.103% |
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FAQ
Which stocks have generated the highest profits for Vickie Chrisman?
The largest contributions to the portfolio's profits come from the following stocks: Cardinal Health Inc - $5.49M, Celestica Inc - $3.38M, AppLovin Corporation Class A Common Stock - $2.49M, Prudential Financial, Inc - $2.34M, and Sterling Infrastructure, Inc - $2.28M. 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: Green Dot Corporation - $1.63M, Commerce Bancshares, Inc - $1.24M, Roper Technologies Inc - $680,513.37, Super Micro Computer Inc - $618,476.04, and Abercrombie & Fitch Co - $616,671.28. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Vickie Chrisman's portfolio generate?
The portfolio generates substantial dividend income, with a total of $32.2M earned over time. The largest contributors to dividend income include Prudential Financial, Inc - $1.66M, Chevron Corporation - $1.61M, iShares Core U.S. Aggregate Bond ETF - $1.29M, VANGUARD SMALL-CAP VALUE ETF - $1.16M, and Franklin International Core Dividend Tilt Index ETF - $948,666.5. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Vickie Chrisman's monthly returns?
Vickie Chrisman'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 Vickie Chrisman's strategy be considered aggressive or moderate?
Vickie Chrisman'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 Vickie Chrisman's strategy?
Vickie Chrisman'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.
