Margaret Nickens Portfolio
Invests via Elm3 Financial Group, LLC | Managed by Stacey Ann Nickens, Margaret Nickens
Invests via Elm3 Financial Group, LLC
Managed by Stacey Ann Nickens, Margaret Nickens
Automatically Tracked
Margaret Nickens Profile
Seasoned investor and operational executive focused on healthcare and growth-stage technology companies, Margaret Nickens brings public markets and private equity sensibilities to board and portfolio roles. She has led cross-functional teams, structured transactions and overseen M&A and capital-raising initiatives at mid-market firms. Known for strategic diligence, commercial scaling and governance expertise, she advises CEOs and investors on go-to-market, partnerships and exit planning.
Seasoned investor and operational executive focused on healthcare and growth-stage technology companies, Margaret Nickens brings public markets and private equity sensibilities to board and portfolio roles. She has led cross-functional teams, structured transactions and overseen M&A and capital-raising initiatives at mid-market firms. Known for strategic diligence, commercial scaling and governance expertise, she advises CEOs and investors on go-to-market, partnerships and exit planning.
Investment Philosophy & Strategy
Combines public-market rigor with private-equity playbooks to back growth-stage healthcare and technology companies where commercial strategy and governance drive value. Prioritizes diligence on product-market fit, revenue model scalability and partnership-led distribution; structures deals that align management incentives with clear milestones and exit optionality. Employs a pragmatic time horizon focused on accelerated commercial scaling and de-risking via staged capital, active board engagement, and disciplined M&A or capital-raise pathways to crystallize returns.
Combines public-market rigor with private-equity playbooks to back growth-stage healthcare and technology companies where commercial strategy and governance drive value. Prioritizes diligence on product-market fit, revenue model scalability and partnership-led distribution; structures deals that align management incentives with clear milestones and exit optionality. Employs a pragmatic time horizon focused on accelerated commercial scaling and de-risking via staged capital, active board engagement, and disciplined M&A or capital-raise pathways to crystallize returns.
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:
25.84%
Gain -0.9%
Monthly
1.15%
Yearly
14.77%
Drawdown
16.07%
$142.34M
Equity
Holdings
$142.34M
Investment
$115.57M
$28.41M
Profit -$1.19M
Realized
$1.64M
Unrealized
$26.78M
Dividends
$4.22M
Goals
Avg. 45.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.9%
Profit
-$1.19M
Win %
59%
This Week
Compared To Last Week
Gain
-1.52%
Profit
-$2.2M
Win %
59%
This Month
Compared to last month
Gain
-0.83%
Profit
-$1.19M
Win %
59%
This Year
Compared to last year
Gain
-1.87%
Profit
-$2.7M
Win %
60%
AMZN Amazon.com Inc
+15.32%
+$1.33M 
GOOG Alphabet Inc
+6.88%
+$45,641.39 
GOOGL Alphabet Inc
+6.73%
+$193,107.18 
VRT Vertiv Holdings Co
+6.18%
+$35,048.39 
ANET Arista Networks, Inc.
+5.46%
+$23,138.41 
MOD Modine Manufacturing Company
+3.69%
+$16,180.45 
META Meta Platforms Inc Class A
+3.28%
+$16,336.31 
CRWD CrowdStrike Holdings, Inc.
+3.04%
+$7,106.4 
MSFT Microsoft Corp.
+3.02%
+$132,018.56 
NVDA NVIDIA Corporation
+2.93%
+$230,787.06 
STRL Sterling Infrastructure, Inc.
+2.76%
+$43,773.27 
EWT iShares MSCI Taiwan ETF
+2.71%
+$31,535.85 
QGRW WisdomTree U.S. Quality Growth Fund
+2.15%
+$5,319.71 
LNG Cheniere Energy Inc.
+2.13%
+$5,983.87 
PANW Palo Alto Networks, Inc.
+1.89%
+$15,485.7 
FIX Comfort Systems USA, Inc.
+1.88%
+$3,694.6 
HWM Howmet Aerospace Inc.
+1.8%
+$38,301.26 
LMT Lockheed Martin Corporation
+1.5%
+$3,969.8 
PH Parker-Hannifin Corporation
+1.43%
+$5,496.02 
FEMR Fidelity Enhanced Emerging Markets ETF
+1.39%
+$11,912.94 
KLAC KLA Corporation
+1.38%
+$13,072.55 
FCOM Fidelity MSCI Communication Services Index ETF
+1.18%
+$6,040.8 
AMAT Applied Materials, Inc.
+1.18%
+$2,820.21 
PSI Invesco Semiconductors ETF
+1.16%
+$2,866.82 
FBCG Fidelity Blue Chip Growth Fund
+1.15%
+$8,334.1 
PPA INVESCO AEROSPACE & DEFENSE ETF (P3WR)
+1.05%
+$12,566.83 
FCUS Pinnacle Focused Opportunities ETF
+0.98%
+$3,741.85 
FELG Fidelity Enhanced Large Cap Growth ETF
+0.93%
+$7,638.54 
DTM Dt Midstream Inc.
+0.9%
+$5,776.08 
FFLC Fidelity Large Cap Core Fund
+0.86%
+$4,441 
IWY iShares Russell Top 200 Growth ETF
+0.85%
+$6,197.83 
GEV GE Vernova Inc.
+0.85%
+$2,318.49 
ARKX ARK Space & Defense Innovation ETF
+0.82%
+$2,305.75 
SPEM SPDR Portfolio Emerging Markets ETF
+0.77%
+$1,701.57 
MPC Marathon Petroleum Corporation
+0.76%
+$3,420.11 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$2,691.37 
QQQM Invesco NASDAQ 100 ETF
+0.69%
+$28,871.08 
IVV iShares Core S&P 500 ETF
+0.69%
+$3,077.12 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$28,846.68 
AIPO Defiance AI & Power Infrastructure ETF
+0.63%
+$2,497.68 
CGDV Capital Group Dividend Value ETF
+0.63%
+$8,534.92 
PKB Invesco Building & Construction ETF
+0.59%
+$3,326.42 
APH Amphenol Corporation
+0.55%
+$1,777.58 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$5,534.82 
PAVE Global X U.S. Infrastructure Development ETF
+0.46%
+$2,529.04 
VFMV Vanguard U.S. Minimum Volatility ETF
+0.45%
+$1,467.07 
AVGO Broadcom Inc.
+0.37%
+$23,641.92 
TDG TransDigm Group Inc.
+0.36%
+$2,601.52 
SMH VanEck Semiconductor ETF
+0.3%
+$3,881.05 
PFN PIMCO Income Strategy Fund II
+0.28%
+$619.92 
MTUM iShares MSCI USA Momentum Factor ETF
+0.27%
+$8,409.2 
JPM JPMorgan Chase & Co.
+0.27%
+$1,702.34 
XMHQ Invesco S&P MidCap Quality ETF
+0.26%
+$679.8 
BIT BlackRock Multi-Sector Income Trust
+0.25%
+$449.28 
VFLO VictoryShares Free Cash Flow ETF
+0.24%
+$524.64 
XMMO Invesco S&P MidCap Momentum ETF
+0.22%
+$7,403.62 
VOT Vanguard Mid-Cap Growth ETF
+0.21%
+$483.6 
SCHD Schwab U.S. Dividend Equity ETF
+0.18%
+$722.88 
EPOL iShares MSCI Poland ETF
+0.16%
+$1,101.24 
BRLN iShares Floating Rate Bond ETF
+0.15%
+$1,073.4 
LONZ PIMCO Senior Loan Active Exchange-Traded Fund
+0.11%
+$1,207.8 
FLBL Franklin Senior Loan ETF
+0.09%
+$332.27 
JQUA JPMorgan U.S. Quality Factor ETF
+0.08%
+$713.88 
SCYB Schwab High Yield Bond ETF
+0.08%
+$1,871.54 
SPHY SPDR Portfolio High Yield Bond ETF
+0.04%
+$1,063.62 
VBIL Vanguard 3-Month Treasury Bill ETF
+0.04%
+$294.6 
CLIP Global X 1-3 Month T-Bill ETF
+0.03%
+$862.26 
VUSB Vanguard Ultra-Short Bond ETF
+0.02%
+$157.55 
CLOA iShares AAA CLO ETF
+0.02%
+$44.49 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
ICSH iShares Short Treasury Bond ETF
0%
$0 
ICLO Invesco AAA CLO Floating Rate Note ETF
0%
$0 
IFRA iShares U.S. Infrastructure
0%
$0 
XONE BondBloxx Bloomberg One Year Target Duration US Treasury ETF
0%
$0 
PHK PIMCO High Income Fund
0%
$0 PCMM
PCMM
0%
$0 GFLW
GFLW
0%
$0 FFDI
FFDI
0%
$0 FFGX
FFGX
0%
$0 
AAPL Apple Inc.
-7.35%
-$310,349.64 
SNDK SanDisk Corporation
-5.09%
-$11,137.23 
DRAM Roundhill Memory ETF
-3.76%
-$10,472.52 
XBI SPDR S&P Biotech ETF
-2.94%
-$11,850.39 
EWY iShares MSCI South Korea ETF
-2.55%
-$45,111.36 
IPO Renaissance IPO ETF
-2.1%
-$6,078.6 
AMD Advanced Micro Devices, Inc.
-1.9%
-$3,677.53 
IBB iShares Biotechnology ETF
-1.87%
-$4,721.51 
FPX First Trust US Equity Opportunities ETF
-1.38%
-$3,229.54 
WRB W.R. Berkley Corporation
-1.15%
-$18,210.36 
MCK McKesson Corporation
-1.08%
-$2,945.12 
PPH VanEck Pharmaceutical ETF
-1.07%
-$2,871.6 
EFO ProShares Ultra MSCI EAFE
-1.03%
-$3,024.06 
NDAQ Nasdaq, Inc.
-1.02%
-$3,627.8 
PDN Invesco FTSE RAFI Developed Markets ex-U.S. Small-Mid ETF
-1%
-$3,799.6 
FIDI Fidelity International High Dividend ETF
-0.92%
-$3,618 
DTCR Global X Data Center & Digital Infrastructure ETF
-0.9%
-$1,733 
PGR Progressive Corporation
-0.87%
-$7,110.78 
FHLC Fidelity MSCI Health Care Index ETF
-0.87%
-$7,089.75 
ATO Atmos Energy Corporation
-0.85%
-$3,007.34 
FDEV Fidelity International Multi-Asset Fund
-0.83%
-$11,891.91 
VTWG Vanguard Russell 2000 Growth ETF
-0.81%
-$5,971.39 
UPV ProShares Ultra FTSE Europe
-0.78%
-$1,936.71 
SPGI S&P Global Inc.
-0.74%
-$2,023.14 
GDE WisdomTree Efficient Gold Plus
-0.71%
-$4,630.14 
LVHI Franklin International Low Volatility High Dividend ETF
-0.7%
-$2,284.2 
DPG Duff & Phelps Utility and Infrastructure Fund Inc.
-0.69%
-$3,179.9 
PDI Pimco Dynamic Income Fund
-0.68%
-$14,176.14 
JIRE JPMorgan International Research Enhanced Equity ETF
-0.63%
-$2,153.92 
EME EMCOR Group, Inc.
-0.62%
-$2,400.84 
ACGL Arch Capital Group Ltd
-0.6%
-$2,527.84 
LLY Eli Lilly and Company
-0.53%
-$24,838.76 
PFL PIMCO Income Strategy Fund
-0.52%
-$901.08 
BKSE BNY Mellon US Small Cap Core Equity ETF
-0.45%
-$1,076.8 
VGK Vanguard FTSE Europe ETF
-0.44%
-$932.8 
DIM WisdomTree International MidCap Dividend Fund
-0.43%
-$1,270.34 
HD The Home Depot, Inc.
-0.42%
-$4,342.42 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$1,544.15 
FTEC Fidelity MSCI Information Technology Index ETF
-0.35%
-$7,304.55 
PCN PIMCO Corporate & Income Strategy Fund
-0.34%
-$1,303.44 
JAAA Janus Henderson AAA CLO ETF
-0.34%
-$1,961.46 
IWP iShares Russell Mid-Cap Growth ETF
-0.32%
-$2,012.15 
CEG Constellation Energy Corporation
-0.31%
-$1,240.11 
VBK Vanguard Small-Cap Growth ETF
-0.27%
-$2,812.47 
SCHV Schwab U.S. Large-Cap Value ETF
-0.26%
-$1,086.21 
PTY PIMCO Corporate & Income Opportunity Fund
-0.26%
-$4,228.92 
COST Costco Wholesale Corporation
-0.24%
-$1,566.34 
JCPB JPMorgan Core Plus Bond ETF
-0.24%
-$987.58 
VB Vanguard Small-Cap ETF
-0.22%
-$3,056.37 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.21%
-$1,258.92 
THYF T. Rowe Price U.S. High Yield ETF
-0.18%
-$2,801.84 
RSP Invesco S&P 500 Equal Weight ETF
-0.17%
-$3,389.99 
TTMI TTM Technologies, Inc.
-0.06%
-$140 
VO Vanguard Mid-Cap ETF
-0.05%
-$633.92 
UTES Virtus Reaves Utilities ETF
-0.03%
-$245.52 
FLDR Fidelity Low Duration Bond ETF
-0.02%
-$232.54 Events
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Dividends
Dividend Analysis
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| Trades 760 | Longs Won 480/760 63% | Profit Factor 6.42 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $207,572.05 |
| Average Win $70,103.1 | Best Trade (Aug 28) $3.79M | Sharpe Ratio -185.05 |
| Average Loss -$18,709.09 | Worst Trade (Aug 24) -$245,937.75 | Z-Score 1.7 (91.12%) |
| Commissions $0 | Avg. Trade Length 10m 1d | Expectancy $37,382.82 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 7,634 | 6,870 | 6,107 | 5,344 | 4,580 | 3,817 | 3,053 | 2,290 | 1,527 | 763 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 12,657 | $3.17M | $3.91M | - | $740,366.7 | 23.36% | -7.354% |
| ACGL Arch Capital Group Ltd | 4,144 | $382,696.61 | $416,596.32 | - | $33,899.71 | 8.86% | -0.603% |
| AIPO Defiance AI & Power Infrastructure ETF | 13,876 | $463,597 | $397,269.88 | - | -$66,327.12 | -14.31% | +0.633% |
| AMAT Applied Materials, Inc. | 478 | $345,889 | $242,666.26 | - | -$103,222.74 | -29.84% | +1.176% |
| AMD Advanced Micro Devices, Inc. | 398 | $231,202 | $189,507.7 | - | -$41,694.3 | -18.03% | -1.904% |
| AMZN Amazon.com Inc | 36,886 | $7.54M | $10.02M | - | $2.47M | 32.81% | +15.321% |
| ANET Arista Networks, Inc. | 2,480 | $258,980.52 | $447,268.02 | - | $188,287.5 | 72.7% | +5.456% |
| APH Amphenol Corporation | 4,040 | $356,166.4 | $324,614 | - | -$31,552.4 | -8.86% | +0.551% |
| ARKX ARK Space & Defense Innovation ETF | 9,223 | $314,689 | $282,223.8 | - | -$32,465.2 | -10.32% | +0.824% |
| ATO Atmos Energy Corporation | 2,032 | $348,561.03 | $351,088.96 | - | $2,527.93 | 0.73% | -0.849% |
| AVGO Broadcom Inc. | 16,418 | $3.82M | $6.39M | - | $2.57M | 67.3% | +0.371% |
| BIT BlackRock Multi-Sector Income Trust | 14,976 | $207,099.47 | $183,156.48 | - | -$23,942.99 | -11.56% | +0.246% |
| BKSE BNY Mellon US Small Cap Core Equity ETF | 5,466 | $205,040.33 | $240,722.65 | - | $35,682.32 | 17.4% | -0.445% |
| BRLN iShares Floating Rate Bond ETF | 14,312 | $748,134.24 | $724,688.12 | - | -$23,446.12 | -3.13% | +0.148% |
| CEG Constellation Energy Corporation | 1,531 | $486,589.27 | $402,270.25 | - | -$84,319.02 | -17.33% | -0.307% |
| CGDV Capital Group Dividend Value ETF | 27,532 | $1.02M | $1.36M | - | $347,685.13 | 34.21% | +0.63% |
| CLIP Global X 1-3 Month T-Bill ETF | 28,742 | $2.88M | $2.89M | - | $1,437.38 | 0.05% | +0.03% |
| CLOA iShares AAA CLO ETF | 4,449 | $230,327.33 | $231,325.75 | - | $998.42 | 0.43% | +0.019% |
| COST Costco Wholesale Corporation | 687 | $629,357.47 | $653,948.44 | - | $24,590.97 | 3.91% | -0.239% |
| CRWD CrowdStrike Holdings, Inc. | 1,260 | $240,389.1 | $240,483.6 | - | $94.5 | 0.04% | +3.045% |
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FAQ
Which stocks have generated the highest profits for Margaret Nickens?
The largest contributions to the portfolio's profits come from the following stocks: iShares MSCI USA Momentum Factor ETF - $559,251.75, Invesco AAA CLO Floating Rate Note ETF - $486,651.79, NVIDIA Corporation - $412,975.47, Pimco Dynamic Income Fund - $340,795.55, and Eli Lilly and Company - $320,413.04. 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: Novo Nordisk A/S Sponsored ADR - $448,475.09, Blackstone Secured Lending Fund - $245,586.83, Tesla, Inc - $93,173.96, The Home Depot, Inc - $58,484.16, and Netflix, Inc - $50,335.79. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Margaret Nickens's portfolio generate?
The portfolio generates substantial dividend income, with a total of $4.22M earned over time. The largest contributors to dividend income include Invesco AAA CLO Floating Rate Note ETF - $523,855.86, Pimco Dynamic Income Fund - $335,475.34, iShares Floating Rate Bond ETF - $308,702.41, PIMCO Corporate & Income Opportunity Fund - $238,378.76, and PIMCO Senior Loan Active Exchange-Traded Fund - $211,852.09. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Margaret Nickens's monthly returns?
Margaret Nickens'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 Margaret Nickens's strategy be considered aggressive or moderate?
Margaret Nickens'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 Margaret Nickens's strategy?
Margaret Nickens'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.
