VC
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:
35.67%
Gain 0%
Monthly
0.84%
Yearly
10.62%
Drawdown
14.81%
$602.38M
Equity
Holdings
$602.38M
Investment
$404.88M
$219.4M
Profit +$35,020.12
Realized
$17.87M
Unrealized
$201.53M
Dividends
$28.39M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.004%
Profit
$35,020.12
Win %
78%
This Week
Compared To Last Week
Gain
0.01%
Profit
$35,020.12
Win %
78%
This Month
Compared to last month
Gain
0.77%
Profit
$4.62M
Win %
78%
This Year
Compared to last year
Gain
6.79%
Profit
$39.57M
Win %
78%
WDC Western Digital Corporation
+6.36%
+$68,793.82 
SNDK SanDisk Corporation
+5.24%
+$62,210.27 
APP AppLovin Corporation Class A Common Stock
+3.8%
+$130,220.86 
GEV GE Vernova Inc.
+3.73%
+$10,669.05 
KD Kyndryl Holdings Inc.
+3.72%
+$4,200 
KGC Kinross Gold Corporation
+2.9%
+$46,628.64 
RJF Raymond James Financial Inc.
+2.65%
+$162,725.87 
T AT&T Inc.
+2.52%
+$47,982.82 
VZ Verizon Communications Inc.
+2.49%
+$76,275.81 
STRL Sterling Infrastructure, Inc.
+2.44%
+$227,190.6 
JPM JPMorgan Chase & Co.
+2.31%
+$96,383.26 
SKYW SkyWest Inc.
+2.27%
+$48,348 
USB U.S. Bancorp
+2.27%
+$172,601.67 
HPQ HP Inc.
+2.27%
+$35,108.64 
RCL Royal Caribbean Group
+2.23%
+$17,179.95 
NUE Nucor Corporation
+2.09%
+$62,876.88 
PM Philip Morris International Inc.
+1.95%
+$4,641.95 
TGT Target Corporation
+1.95%
+$28,655.76 
SPG Simon Property Group, Inc.
+1.95%
+$5,709.87 
CLS Celestica Inc.
+1.88%
+$184,672.87 
PRU Prudential Financial, Inc.
+1.87%
+$145,872.97 
TSLA Tesla, Inc.
+1.82%
+$102,487.84 
PKG Packaging Corporation of America
+1.71%
+$40,586.62 
ADM Archer-Daniels-Midland Co
+1.7%
+$77,338.1 
ET Energy Transfer L.P.
+1.65%
+$18,640.61 
WFC Wells Fargo & Company
+1.61%
+$65,825.69 
BX Blackstone Inc.
+1.58%
+$21,319.42 
BAC Bank of America Corporation
+1.56%
+$9,889.14 
OKE ONEOK, Inc.
+1.56%
+$12,168.06 
DE Deere & Company
+1.55%
+$3,810.03 
GPC Genuine Parts Company
+1.46%
+$16,994.94 
CAT Caterpillar Inc.
+1.44%
+$125,039.32 
PAYX Paychex Inc.
+1.37%
+$18,071.68 
NEE NextEra Energy, Inc.
+1.35%
+$3,701.85 
TXN Texas Instruments Inc
+1.35%
+$5,081.27 
VFH Vanguard Financials ETF (primary ticker: VFH)
+1.34%
+$70,668.36 
ABBV AbbVie Inc.
+1.32%
+$67,656.72 
O Realty Income Corporation
+1.31%
+$64,604.79 
MFC Manulife Financial Corporation
+1.31%
+$34,595.6 
CAH Cardinal Health Inc.
+1.22%
+$129,889.82 
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF
+1.21%
+$46,138.68 
DVY iShares Select Dividend ETF
+1.19%
+$77,474.58 
IWN iShares Russell 2000 Value ETF
+1.17%
+$33,178.32 
AFL Aflac Inc.
+1.16%
+$71,001.9 
IWS iShares Russell Mid-Cap Value ETF
+1.16%
+$32,055.71 
AZO AutoZone Inc.
+1.12%
+$3,467.99 
ETR Entergy Corporation
+1.11%
+$15,779.48 
VOE Vanguard Mid-Cap Value ETF
+1.1%
+$4,853.49 
BSM Black Stone Minerals, L.P.
+1.08%
+$15,273.6 
ABNB Airbnb, Inc.
+1.08%
+$33,615.81 
IJS iShares S&P Small-Cap 600 Value ETF
+1.07%
+$27,622.09 
JNJ Johnson & Johnson
+1.07%
+$72,796.4 
MPC Marathon Petroleum Corporation
+1.06%
+$8,190.86 
VO Vanguard Mid-Cap ETF
+0.97%
+$4,780.14 
IJR iShares Core S&P Small-Cap ETF
+0.97%
+$3,819.87 
XMMO Invesco S&P MidCap Momentum ETF
+0.96%
+$96,601.74 
DY Dycom Industries Inc.
+0.95%
+$15,022.1 
ALL Allstate Corporation
+0.94%
+$44,878.94 
VTV Vanguard Value ETF
+0.94%
+$7,670.14 
VNQ Vanguard Real Estate ETF
+0.92%
+$59,750.1 
RSG Republic Services, Inc.
+0.89%
+$2,263.62 
IJJ iShares S&P Mid-Cap 400 Value ETF
+0.89%
+$80,984.28 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.87%
+$158,002.67 
XLK State Street Technology Select Sector SPDR ETF
+0.87%
+$2,556.7 
CP Canadian Pacific Kansas City Limited
+0.86%
+$2,590.29 
PG Procter & Gamble Co
+0.86%
+$5,361.94 
VIOG Vanguard S&P Small-Cap 600 Growth ETF
+0.81%
+$69,272.77 
VYM Vanguard High Dividend Yield ETF
+0.81%
+$2,841.59 
GM General Motors Company
+0.8%
+$16,452.8 
PARR Par Pacific Holdings Inc.
+0.8%
+$11,821.04 
SO The Southern Company
+0.78%
+$15,074.5 
VWO Vanguard FTSE Emerging Markets ETF
+0.76%
+$22,742.2 
CVX Chevron Corporation
+0.75%
+$102,000.47 
KMB Kimberly-Clark Corporation
+0.74%
+$8,263.5 
UNH UnitedHealth Group Incorporated
+0.73%
+$4,784.67 
HD The Home Depot, Inc.
+0.73%
+$23,021.74 
BRK-B Berkshire Hathaway Inc.
+0.71%
+$46,581.98 
VB Vanguard Small-Cap ETF
+0.7%
+$3,497.86 
IVE ISHARES S&P 500 VALUE ETF
+0.7%
+$75,799.4 
EMR Emerson Electric Co.
+0.69%
+$50,297.1 
LNT Alliant Energy Corporation
+0.68%
+$14,697.06 
IWO iShares Russell 2000 Growth ETF
+0.66%
+$117,212.71 
INCY Incyte Corporation
+0.65%
+$12,924.8 
DUK Duke Energy Corporation
+0.63%
+$8,808.54 
CCAP Crescent Capital BDC, Inc.
+0.63%
+$948.36 
CMI Cummins Inc.
+0.59%
+$2,442.93 
QQQ Invesco QQQ Trust, Series 1
+0.59%
+$2,097.35 
AEP American Electric Power Company, Inc.
+0.58%
+$3,072 
VGT Vanguard Information Technology ETF
+0.58%
+$4,872.24 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.56%
+$14,358.2 
EEM iShares MSCI Emerging Markets ETF
+0.56%
+$2,004.12 
IVV iShares Core S&P 500 ETF
+0.55%
+$5,353.84 
VOO Vanguard S&P 500 ETF
+0.55%
+$7,466.1 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
+0.54%
+$47,222.4 
SPY SPDR S&P 500 ETF Trust
+0.54%
+$71,476.68 
GOOGL Alphabet Inc
+0.53%
+$22,792.03 
VIG Vanguard Dividend Appreciation ETF
+0.53%
+$2,366.25 
GOOG Alphabet Inc
+0.45%
+$21,518.4 
WMT Walmart Inc.
+0.45%
+$86,042.14 
CSX CSX Corporation
+0.42%
+$1,522.6 
BMY Bristol-Myers Squibb Company
+0.4%
+$12,183.56 
VEU Vanguard FTSE All-World ex-US ETF
+0.4%
+$2,982.21 
FNDF Schwab Fundamental International Large Company Index ETF
+0.39%
+$887.24 
GD General Dynamics Corporation
+0.38%
+$1,169.61 
PEP PepsiCo, Inc.
+0.38%
+$19,127.34 
EAT Brinker International Inc.
+0.37%
+$3,294.62 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.37%
+$165,913 
CAAP Corp America Airports S.A.
+0.34%
+$9,291.51 
EEMV iShares MSCI Emerging Markets Minimum Volatility Factor ETF
+0.32%
+$15,381.36 
WM Waste Management, Inc.
+0.3%
+$1,023.68 
DRI Darden Restaurants, Inc.
+0.3%
+$3,833.55 
XOM Exxon Mobil Corporation
+0.28%
+$25,111.96 
ADP Automatic Data Processing Inc.
+0.2%
+$7,862.1 
BNDX Vanguard Total International Bond ETF
+0.17%
+$7,844.32 
NVDA NVIDIA Corporation
+0.16%
+$2,454.08 
PFE Pfizer Inc.
+0.15%
+$702.68 
KO The Coca-Cola Company
+0.11%
+$2,850.03 
MSFT Microsoft Corp.
+0.1%
+$14,381.24 
FDX FedEx Corporation
+0.09%
+$5,368.58 
VISN Vistance Networks, Inc.
+0.08%
+$948.25 
BTC Grayscale Bitcoin Mini Trust ETF
+0.07%
+$523.94 
CB Chubb Limited
+0.06%
+$3,151.98 
IWP iShares Russell Mid-Cap Growth ETF
+0.06%
+$7,715.84 
TJX The TJX Companies, Inc.
+0.04%
+$105.07 
GBTC Grayscale Bitcoin Trust ETF
+0.04%
+$87.7 
SLVM Sylvamo Corporation
+0.02%
+$121.33 
MCD McDonald's Corporation
+0.01%
+$748.43 
FLQH Franklin International Core Dividend Tilt Index ETF
0%
$0 
CALM Cal-Maine Foods Inc.
-2.22%
-$6,018.01 
NTLA Intellia Therapeutics Inc.
-1.94%
-$2,879.52 
ABT Abbott Laboratories
-1.64%
-$3,048.78 
AAPL Apple Inc.
-1.52%
-$296,230.5 
MU Micron Technology, Inc.
-1.43%
-$123,377.61 
MRK Merck & Co., Inc.
-1.42%
-$42,898.69 
AMZN Amazon.com Inc
-1.23%
-$112,571.38 
WLDN Willdan Group, Inc.
-1.21%
-$26,403.68 
BA Boeing Company
-1.16%
-$3,359.16 
OKTA Okta Inc.
-1.03%
-$33,135.85 
IBM International Business Machines Corporation
-0.95%
-$9,041.11 
AVGO Broadcom Inc.
-0.91%
-$5,666.5 
CSCO Cisco Systems, Inc.
-0.6%
-$28,243.05 
ETN Eaton Corporation plc
-0.57%
-$15,365.25 
SYY Sysco Corporation
-0.56%
-$25,346.7 
UPS United Parcel Service, Inc.
-0.51%
-$2,671.91 
MCK McKesson Corporation
-0.4%
-$2,163.47 
RTX RTX Corporation
-0.37%
-$42,343.54 
DIS The Walt Disney Company
-0.3%
-$8,226.57 
STLA Stellantis N.V.
-0.29%
-$243 
F-PD Ford Motor Company 6.500% Notes
-0.23%
-$769.35 
BND Vanguard Total Bond Market Index Fund
-0.12%
-$328.05 
LOW Lowe's Companies Inc.
-0.12%
-$5,883.64 
AGG iShares Core U.S. Aggregate Bond ETF
-0.12%
-$15,127.8 
VHT Vanguard Health Care ETF
-0.12%
-$551.48 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.03%
-$110.76 Events
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Dividends
Dividend Analysis
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| Trades 1450 | Longs Won 1032/1450 71% | Profit Factor 14.2 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $940,903.02 |
| Average Win $225,578.65 | Best Trade (Jun 14) $23.39M | Sharpe Ratio -8.62 |
| Average Loss -$39,220 | Worst Trade (Jun 30) -$1.24M | Z-Score 21.35 (100%) |
| Commissions $0 | Avg. Trade Length 1y 6m 4w 1d | Expectancy $151,312.13 |
| 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 | 15,385 | 13,846 | 12,308 | 10,769 | 9,231 | 7,692 | 6,154 | 4,615 | 3,077 | 1,538 |
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Returns
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Option values are updated at end of day.
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