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:
72.72%
Gain +0.58%
Monthly
1.46%
Yearly
18.97%
Drawdown
19.97%
$621.64M
Equity
Holdings
$621.64M
Investment
$400.66M
$236.41M
Profit +$2.62M
Realized
$15.43M
Unrealized
$220.98M
Dividends
$30.33M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.58%
Profit
$2.62M
Win %
84%
This Week
Compared To Last Week
Gain
1.56%
Profit
$9.56M
Win %
84%
This Month
Compared to last month
Gain
1.56%
Profit
$9.56M
Win %
84%
This Year
Compared to last year
Gain
13.61%
Profit
$74.52M
Win %
83%
AMZN Amazon.com Inc
+15.32%
+$1.37M 
ETN Eaton Corporation plc
+7.32%
+$193,328.99 
GOOG Alphabet Inc
+6.88%
+$308,923.53 
GOOGL Alphabet Inc
+6.73%
+$268,134.51 
MSFT Microsoft Corp.
+3.02%
+$489,693.12 
NVDA NVIDIA Corporation
+2.93%
+$43,790.04 
STRL Sterling Infrastructure, Inc.
+2.76%
+$178,285.04 
CVX Chevron Corporation
+2.35%
+$329,318.16 
WDC Western Digital Corporation
+2.21%
+$24,131.11 
CSCO Cisco Systems, Inc.
+2.14%
+$94,014.27 
OKE ONEOK, Inc.
+1.95%
+$15,231.96 
EAT Brinker International Inc.
+1.83%
+$21,442.56 
HPQ HP Inc.
+1.53%
+$25,704.54 
VZ Verizon Communications Inc.
+1.52%
+$45,635.1 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+1.44%
+$637,105.92 
CAH Cardinal Health Inc.
+1.3%
+$142,926.17 
WFC Wells Fargo & Company
+1.19%
+$50,482.86 
OKTA Okta Inc.
+1.07%
+$41,351.08 
BSM Black Stone Minerals, L.P.
+1.01%
+$15,273.6 
ADP Automatic Data Processing Inc.
+0.98%
+$46,277.94 
VWO Vanguard FTSE Emerging Markets ETF
+0.96%
+$28,301.28 
IBM International Business Machines Corporation
+0.86%
+$6,616.17 
GEV GE Vernova Inc.
+0.85%
+$2,617.65 
CP Canadian Pacific Kansas City Limited
+0.83%
+$2,455.72 
MCD McDonald's Corporation
+0.82%
+$41,153.39 
CALM Cal-Maine Foods Inc.
+0.8%
+$2,379.99 
EMR Emerson Electric Co.
+0.79%
+$60,561.65 
EEM iShares MSCI Emerging Markets ETF
+0.79%
+$2,636.98 
TSLA Tesla, Inc.
+0.76%
+$33,223.8 
MPC Marathon Petroleum Corporation
+0.76%
+$7,067.27 
CCAP Crescent Capital BDC, Inc.
+0.74%
+$1,083.84 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$95,661.28 
VOO Vanguard S&P 500 ETF
+0.71%
+$9,754.1 
CAT Caterpillar Inc.
+0.7%
+$54,789.11 
BMY Bristol-Myers Squibb Company
+0.69%
+$23,837.4 
IVV iShares Core S&P 500 ETF
+0.69%
+$6,702.08 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$2,206.68 
SYY Sysco Corporation
+0.63%
+$29,852.78 
ET Energy Transfer L.P.
+0.59%
+$7,215.72 
RJF Raymond James Financial Inc.
+0.58%
+$41,294.86 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$13,521.8 
GM General Motors Company
+0.52%
+$11,643.52 
PAYX Paychex Inc.
+0.44%
+$6,776.88 
CSX CSX Corporation
+0.42%
+$1,598.73 
PFE Pfizer Inc.
+0.4%
+$1,756.7 
RTX RTX Corporation
+0.39%
+$52,305.96 
AVGO Broadcom Inc.
+0.37%
+$2,331.36 
PG Procter & Gamble Co
+0.37%
+$2,237.66 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$25,041.18 
BAC Bank of America Corporation
+0.36%
+$2,529.78 
AZO AutoZone Inc.
+0.32%
+$967.99 
GD General Dynamics Corporation
+0.32%
+$1,049.2 
MRK Merck & Co., Inc.
+0.32%
+$10,285.92 
KD Kyndryl Holdings Inc.
+0.3%
+$400 
JPM JPMorgan Chase & Co.
+0.27%
+$12,531.14 
VISN Vistance Networks, Inc.
+0.26%
+$2,844.75 
XMMO Invesco S&P MidCap Momentum ETF
+0.22%
+$20,273.94 
SO The Southern Company
+0.21%
+$4,130 
JNJ Johnson & Johnson
+0.21%
+$15,189.8 
CMI Cummins Inc.
+0.19%
+$766.18 
USB U.S. Bancorp
+0.17%
+$14,493.05 
T AT&T Inc.
+0.17%
+$3,309.16 
CB Chubb Limited
+0.15%
+$7,954.24 
PARR Par Pacific Holdings Inc.
+0.14%
+$3,223.89 
NUE Nucor Corporation
+0.1%
+$2,884.26 
WM Waste Management, Inc.
+0.1%
+$341.22 
AFL Aflac Inc.
+0.09%
+$6,311.28 
WMT Walmart Inc.
+0.09%
+$15,934.02 
IJS iShares S&P Small-Cap 600 Value ETF
+0.09%
+$2,318.11 
ABT Abbott Laboratories
+0.09%
+$186.66 
AEP American Electric Power Company, Inc.
+0.06%
+$286.72 
DIS The Walt Disney Company
+0.03%
+$822.66 
CAAP
0%
$0 
VYM Vanguard High Dividend Yield ETF
0%
$0 
AAPL Apple Inc.
-7.35%
-$1.61M 
CLS Celestica Inc.
-6%
-$537,992.55 
MU Micron Technology, Inc.
-5.9%
-$446,702.25 
SNDK SanDisk Corporation
-5.09%
-$41,097.03 
DY Dycom Industries Inc.
-3.85%
-$54,527.22 
NTLA Intellia Therapeutics Inc.
-3.7%
-$4,919.18 
BTC Grayscale Bitcoin Mini Trust ETF
-2.86%
-$21,481.54 
GBTC Grayscale Bitcoin Trust ETF
-2.85%
-$6,270.55 
INCY Incyte Corporation
-2.82%
-$64,070.08 
WLDN Willdan Group, Inc.
-2.59%
-$40,724.32 
ABBV AbbVie Inc.
-2.51%
-$147,884.79 
KGC Kinross Gold Corporation
-2.2%
-$33,676.24 
BA Boeing Company
-2.15%
-$6,197.51 
APP AppLovin Corporation Class A Common Stock
-1.97%
-$57,025.42 
STLA Stellantis N.V.
-1.71%
-$1,215 
UNH UnitedHealth Group Incorporated
-1.68%
-$11,389.79 
ADM Archer-Daniels-Midland Co
-1.66%
-$77,338.1 
DRI Darden Restaurants, Inc.
-1.64%
-$20,628.15 
F Ford Motor Company
-1.21%
-$2,769.66 
TJX The TJX Companies, Inc.
-1.21%
-$2,881.9 
SKYW SkyWest Inc.
-1.19%
-$30,573 
NEE NextEra Energy, Inc.
-1.15%
-$3,251.19 
DE Deere & Company
-1.13%
-$2,930.8 
RCL Royal Caribbean Group
-1.13%
-$9,740.67 
PKG Packaging Corporation of America
-1.12%
-$29,565.63 
TXN Texas Instruments Inc
-1.08%
-$3,817.31 
LOW Lowe's Companies Inc.
-1.08%
-$49,465.61 
MCK McKesson Corporation
-1.08%
-$6,421.49 
KO The Coca-Cola Company
-1.02%
-$28,500.3 
UPS United Parcel Service, Inc.
-1%
-$5,100.9 
XOM Exxon Mobil Corporation
-0.97%
-$93,714.03 
O Realty Income Corporation
-0.87%
-$44,665.04 
KMB Kimberly-Clark Corporation
-0.8%
-$9,695.84 
VHT Vanguard Health Care ETF
-0.76%
-$3,795.46 
IWO iShares Russell 2000 Growth ETF
-0.75%
-$132,809.03 
DUK Duke Energy Corporation
-0.67%
-$9,486.12 
DIVI Franklin International Core Dividend Tilt Index ETF
-0.66%
-$78,645.68 
PM Philip Morris International Inc.
-0.61%
-$1,551.69 
FNDF Schwab Fundamental International Large Company Index ETF
-0.59%
-$1,352.01 
PRU Prudential Financial, Inc.
-0.56%
-$50,578.92 
VNQ Vanguard Real Estate ETF
-0.54%
-$35,850.06 
ALL Allstate Corporation
-0.49%
-$28,322.08 
SPG Simon Property Group, Inc.
-0.46%
-$1,461.62 
PEP PepsiCo, Inc.
-0.46%
-$22,669.44 
DVY iShares Select Dividend ETF
-0.45%
-$29,989.33 
HD The Home Depot, Inc.
-0.42%
-$13,445.66 
ETR Entergy Corporation
-0.38%
-$5,302.93 
VGT Vanguard Information Technology ETF
-0.38%
-$3,126.96 
EEMV iShares MSCI Emerging Markets Minimum Volatility Factor ETF
-0.38%
-$17,304.03 
FDX FedEx Corporation
-0.37%
-$19,915.7 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$1,684.77 
GPC Genuine Parts Company
-0.37%
-$5,246.76 
RSG Republic Services, Inc.
-0.37%
-$949.26 
ABNB Airbnb, Inc.
-0.37%
-$13,351.01 
IWP iShares Russell Mid-Cap Growth ETF
-0.32%
-$42,437.8 
SLVM Sylvamo Corporation
-0.32%
-$1,455.96 
IWS iShares Russell Mid-Cap Value ETF
-0.31%
-$8,913.98 
VIOG Vanguard S&P Small-Cap 600 Growth ETF
-0.28%
-$24,867.36 
VTV Vanguard Value ETF
-0.27%
-$2,251.4 
BND Vanguard Total Bond Market Index Fund
-0.26%
-$692.55 
AGG iShares Core U.S. Aggregate Bond ETF
-0.26%
-$31,516.25 
IJJ iShares S&P Mid-Cap 400 Value ETF
-0.26%
-$23,856.02 
BX Blackstone Inc.
-0.25%
-$3,571.92 
IWN iShares Russell 2000 Value ETF
-0.25%
-$7,241.04 
MFC Manulife Financial Corporation
-0.25%
-$7,318.3 
VOE Vanguard Mid-Cap Value ETF
-0.23%
-$1,078.54 
BNDX Vanguard Total International Bond ETF
-0.23%
-$10,785.94 
VB Vanguard Small-Cap ETF
-0.22%
-$1,120.65 
VEU Vanguard FTSE All-World ex-US ETF
-0.22%
-$1,626.65 
XLK State Street Technology Select Sector SPDR ETF
-0.22%
-$611.02 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.2%
-$36,287.52 
IVE ISHARES S&P 500 VALUE ETF
-0.19%
-$21,587.82 
NOBL ProShares S&P 500 Dividend Aristocrats ETF
-0.19%
-$17,314.57 
LNT Alliant Energy Corporation
-0.15%
-$3,299.34 
VFH Vanguard Financials ETF (primary ticker: VFH)
-0.14%
-$7,761.31 
REGL ProShares S&P MidCap 400 Dividend Aristocrats ETF
-0.09%
-$3,417.68 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.06%
-$276.9 
VO Vanguard Mid-Cap ETF
-0.05%
-$248.32 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$110.69 
TGT Target Corporation
-0.01%
-$221.06 Events
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Dividends
Dividend Analysis
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| Trades 1450 | Longs Won 1091/1450 75% | Profit Factor 14.85 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $987,616 |
| Average Win $231,918.25 | Best Trade (Aug 05) $25.43M | Sharpe Ratio -11.09 |
| Average Loss -$47,475 | Worst Trade (Jun 30) -$1.24M | Z-Score 31.26 (100%) |
| Commissions $0 | Avg. Trade Length 1y 8m 2d | Expectancy $163,038.38 |
| 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 | 13,158 | 11,842 | 10,526 | 9,211 | 7,895 | 6,579 | 5,263 | 3,947 | 2,632 | 1,316 |
Hover over the desired column for a detailed explanation.
Returns
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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, Prudential Financial, Inc - $2.24M, AppLovin Corporation Class A Common Stock - $2.21M, Delta Air Lines, Inc - $2.07M, and ISHARES S&P 500 GROWTH ETF (3IS8) - $1.93M. 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 $30.33M earned over time. The largest contributors to dividend income include Prudential Financial, Inc - $1.56M, Chevron Corporation - $1.48M, iShares Core U.S. Aggregate Bond ETF - $1.24M, 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.
