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:
25.2%
Gain -0.36%
Monthly
1.05%
Yearly
13.36%
Drawdown
16.05%
$147.91M
Equity
Holdings
$147.91M
Investment
$122.66M
$27.82M
Profit -$473,570.21
Realized
$2.58M
Unrealized
$25.24M
Dividends
$4.65M
Goals
Avg. 46.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.36%
Profit
-$473,570.21
Win %
62%
This Week
Compared To Last Week
Gain
-2.35%
Profit
-$3.56M
Win %
62%
This Month
Compared to last month
Gain
-0.74%
Profit
-$1.1M
Win %
62%
This Year
Compared to last year
Gain
-1.44%
Profit
-$2.14M
Win %
63%
PSI Invesco Semiconductors ETF
+23.18%
+$71,972.16 
LMT Lockheed Martin Corporation
+2.3%
+$9,444.74 
COF Capital One Financial Corporation
+2.05%
+$10,678.19 
JPM JPMorgan Chase & Co.
+1.93%
+$11,495.54 
HWM Howmet Aerospace Inc.
+1.84%
+$30,670.65 
BLK BlackRock, Inc.
+1.83%
+$19,064.97 
GDX VanEck Gold Miners ETF
+1.69%
+$7,029.55 
DTM Dt Midstream Inc.
+1.52%
+$8,452.7 
EFO ProShares Ultra MSCI EAFE
+1.48%
+$3,582.49 
TDG TransDigm Group Inc.
+1.35%
+$6,434.99 
PPA INVESCO AEROSPACE & DEFENSE ETF (P3WR)
+1.25%
+$13,543.14 
LNG Cheniere Energy Inc.
+1.2%
+$3,671.61 
BNY BlackRock New York Municipal Income Trust
+1.18%
+$4,550.72 
DPG Duff & Phelps Utility and Infrastructure Fund Inc.
+1.14%
+$4,536.45 
NTRS Northern Trust Corporation
+1.13%
+$5,701.31 
KBWB Invesco KBW Bank ETF
+1.12%
+$3,301.88 
FENY Fidelity MSCI Energy Index ETF
+1.07%
+$3,827.85 
FIDI Fidelity International High Dividend ETF
+1.07%
+$4,059.86 
FDEV Fidelity International Multi-Asset Fund
+1.03%
+$14,158.04 
HD The Home Depot, Inc.
+1%
+$6,788.73 
SPGI S&P Global Inc.
+0.99%
+$2,198.18 
PSX Phillips 66
+0.94%
+$5,623.23 
GEV GE Vernova Inc.
+0.94%
+$2,514.3 
XLF Financial Select Sector SPDR Fund
+0.92%
+$2,499 
AAPL Apple Inc.
+0.9%
+$37,859.36 
DIM WisdomTree International MidCap Dividend Fund
+0.86%
+$2,475.16 
COST Costco Wholesale Corporation
+0.85%
+$5,641.54 
LLY Eli Lilly and Company
+0.84%
+$44,268.16 
IFRA iShares U.S. Infrastructure
+0.83%
+$8,094.03 
PDN Invesco FTSE RAFI Developed Markets ex-U.S. Small-Mid ETF
+0.83%
+$2,957.17 
SCHD Schwab U.S. Dividend Equity ETF
+0.79%
+$3,461.7 
UTES Virtus Reaves Utilities ETF
+0.74%
+$5,967.92 
PH Parker-Hannifin Corporation
+0.71%
+$2,772.98 
JIRE JPMorgan International Research Enhanced Equity ETF
+0.71%
+$2,226.62 
LVHI Franklin International Low Volatility High Dividend ETF
+0.68%
+$2,117.58 
PAVE Global X U.S. Infrastructure Development ETF
+0.68%
+$3,348.36 
ISRG Intuitive Surgical, Inc.
+0.66%
+$2,989.21 
EPOL iShares MSCI Poland ETF
+0.56%
+$3,919.5 
ABBV AbbVie Inc.
+0.54%
+$2,609.84 
NDAQ Nasdaq, Inc.
+0.54%
+$1,744 
AMGN Amgen Inc.
+0.51%
+$2,807.57 
PPH VanEck Pharmaceutical ETF
+0.5%
+$1,320.69 
SLV iShares Silver Trust
+0.48%
+$1,578 
BKSE BNY Mellon US Small Cap Core Equity ETF
+0.47%
+$1,052.09 
SCHV Schwab U.S. Large-Cap Value ETF
+0.45%
+$1,902.47 
GDE WisdomTree Efficient Gold Plus
+0.43%
+$2,807.84 
GLD SPDR Gold Shares
+0.43%
+$924.97 
VIG Vanguard Dividend Appreciation ETF
+0.4%
+$1,682.95 
PKB Invesco Building & Construction ETF
+0.4%
+$1,920.45 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+0.34%
+$1,993.29 
VFMV Vanguard U.S. Minimum Volatility ETF
+0.27%
+$811.6 
MCK McKesson Corporation
+0.25%
+$927.52 
RSP Invesco S&P 500 Equal Weight ETF
+0.21%
+$4,220.55 
XMHQ Invesco S&P MidCap Quality ETF
+0.18%
+$479.01 
FLBL Franklin Senior Loan ETF
+0.15%
+$572.18 
JCPB JPMorgan Core Plus Bond ETF
+0.14%
+$635.18 
XTWO BondBloxx Bloomberg Two Year Target Duration US Treasury ETF
+0.12%
+$349.28 
SCHO Schwab Short-Term U.S. Treasury ETF
+0.1%
+$281.15 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
+0.09%
+$406.57 
VUSB Vanguard Ultra-Short Bond ETF
+0.08%
+$815.4 
SPIB SPDR Portfolio Intermediate Term Corporate Bond ETF
+0.08%
+$280.3 
VO Vanguard Mid-Cap ETF
+0.07%
+$944.28 
FLDR Fidelity Low Duration Bond ETF
+0.07%
+$1,307.29 
XONE BondBloxx Bloomberg One Year Target Duration US Treasury ETF
+0.06%
+$204.2 
CLOA iShares AAA CLO ETF
+0.04%
+$92.98 
FCPI Fidelity Stocks for Inflation ETF
+0.04%
+$453.68 
FHLC Fidelity MSCI Health Care Index ETF
+0.04%
+$404.31 
CLIP Global X 1-3 Month T-Bill ETF
+0.03%
+$825.21 
VBIL Vanguard 3-Month Treasury Bill ETF
+0.03%
+$205.4 
ICSH iShares Short Treasury Bond ETF
+0.02%
+$95.81 
JAAA Janus Henderson AAA CLO ETF
+0.02%
+$114.23 
LONZ PIMCO Senior Loan Active Exchange-Traded Fund
+0.02%
+$206.29 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
CGDV Capital Group Dividend Value ETF
0%
$0 
ICLO Invesco AAA CLO Floating Rate Note ETF
0%
$0 
LDRC iShares iBonds 1-5 Year Corporate Ladder ETF
0%
$0 
PFL PIMCO Income Strategy Fund
0%
$0 PCMM
PCMM
0%
$0 GFLW
GFLW
0%
$0 FFDI
FFDI
0%
$0 FFGX
FFGX
0%
$0 
PANW Palo Alto Networks, Inc.
-4.27%
-$36,355.8 
SNDK SanDisk Corporation
-4.16%
-$39,876.48 
CRWD CrowdStrike Holdings, Inc.
-3.64%
-$13,347.19 
MU Micron Technology, Inc.
-3.54%
-$26,240.14 
DRAM Roundhill Memory ETF
-3.49%
-$6,867.96 
FCUS Pinnacle Focused Opportunities ETF
-3.36%
-$13,204.48 
AMD Advanced Micro Devices, Inc.
-2.99%
-$5,688.54 
GLW Corning Incorporated
-2.34%
-$6,985.42 
TTMI TTM Technologies, Inc.
-2.26%
-$4,915.89 
KLAC KLA Corporation
-2.24%
-$19,139.5 
NFLX Netflix, Inc.
-2.22%
-$9,614.92 
STRL Sterling Infrastructure, Inc.
-2.15%
-$25,515.27 
VRT Vertiv Holdings Co
-2.03%
-$10,416.04 
XBI SPDR S&P Biotech ETF
-1.94%
-$12,780.3 
AVGO Broadcom Inc.
-1.85%
-$99,758.65 
IPO Renaissance IPO ETF
-1.83%
-$5,955.32 
EWY iShares MSCI South Korea ETF
-1.73%
-$33,355.8 
META Meta Platforms Inc Class A
-1.71%
-$11,008.97 
AMAT Applied Materials, Inc.
-1.66%
-$3,320.1 
ANET Arista Networks, Inc.
-1.58%
-$10,237.42 
EWT iShares MSCI Taiwan ETF
-1.49%
-$22,647.22 
SMH VanEck Semiconductor ETF
-1.45%
-$19,147.78 
IBB iShares Biotechnology ETF
-1.43%
-$5,769.04 
MTUM iShares MSCI USA Momentum Factor ETF
-1.25%
-$31,215.6 
PWR Quanta Services Inc.
-1.2%
-$9,720.93 
GOOGL Alphabet Inc
-1.1%
-$32,346.8 
FTEC Fidelity MSCI Information Technology Index ETF
-1.09%
-$23,768.69 
MOD Modine Manufacturing Company
-1.04%
-$2,855.99 
GOOG Alphabet Inc
-0.99%
-$6,654.77 
IWP iShares Russell Mid-Cap Growth ETF
-0.96%
-$5,759.16 
AIPO Defiance AI & Power Infrastructure ETF
-0.92%
-$3,299.17 
QQQM Invesco NASDAQ 100 ETF
-0.88%
-$39,607.8 
QQQ Invesco QQQ Trust, Series 1
-0.86%
-$38,111.71 
FPX First Trust US Equity Opportunities ETF
-0.84%
-$1,756.18 
FEMR Fidelity Enhanced Emerging Markets ETF
-0.83%
-$7,063.13 
FBCG Fidelity Blue Chip Growth Fund
-0.81%
-$5,283.5 
VBK Vanguard Small-Cap Growth ETF
-0.81%
-$7,994.7 
PTY PIMCO Corporate & Income Opportunity Fund
-0.79%
-$2,996.08 
DBMF iMGP DBi Managed Futures Strategy ETF
-0.78%
-$1,695.24 
FELG Fidelity Enhanced Large Cap Growth ETF
-0.77%
-$5,963.67 
FCOM Fidelity MSCI Communication Services Index ETF
-0.68%
-$3,718.93 
STT State Street Corp
-0.65%
-$1,851.93 
VTWG Vanguard Russell 2000 Growth ETF
-0.65%
-$4,294.95 
MGK Vanguard Mega Cap Growth ETF
-0.63%
-$3,488.7 
IWY iShares Russell Top 200 Growth ETF
-0.61%
-$4,489.27 
VOT Vanguard Mid-Cap Growth ETF
-0.61%
-$1,380.36 
XMMO Invesco S&P MidCap Momentum ETF
-0.49%
-$14,644.34 
APH Amphenol Corporation
-0.48%
-$2,469.87 
AMZN Amazon.com Inc
-0.47%
-$44,109.6 
MSFT Microsoft Corp.
-0.46%
-$23,123.81 
PCN PIMCO Corporate & Income Strategy Fund
-0.42%
-$1,158.12 
JQUA JPMorgan U.S. Quality Factor ETF
-0.38%
-$3,509.29 
NVDA NVIDIA Corporation
-0.34%
-$28,876.28 
PHK PIMCO High Income Fund
-0.24%
-$2,726.84 
PFN PIMCO Income Strategy Fund II
-0.24%
-$438.5 
CEG Constellation Energy Corporation
-0.22%
-$787.2 
MPC Marathon Petroleum Corporation
-0.19%
-$1,957.43 
ARKX ARK Space & Defense Innovation ETF
-0.18%
-$559.79 
VB Vanguard Small-Cap ETF
-0.12%
-$1,514.37 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.11%
-$1,211.25 
PDI Pimco Dynamic Income Fund
-0.1%
-$1,709.7 
SPY SPDR S&P 500 ETF Trust
-0.1%
-$307.22 
SPHY SPDR Portfolio High Yield Bond ETF
-0.07%
-$1,562.91 
FFLC Fidelity Large Cap Core Fund
-0.07%
-$354.84 
IVV iShares Core S&P 500 ETF
-0.06%
-$329.48 
SCYB Schwab High Yield Bond ETF
-0.06%
-$2,067.53 
VFLO VictoryShares Free Cash Flow ETF
-0.04%
-$92.41 
THYF T. Rowe Price U.S. High Yield ETF
-0.03%
-$141.03 
EME EMCOR Group, Inc.
-0.01%
-$32.77 Events
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Dividends
Dividend Analysis
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| Trades 907 | Longs Won 577/907 63% | Profit Factor 5.32 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $186,580.88 |
| Average Win $59,005.67 | Best Trade (Oct 14) $3.4M | Sharpe Ratio -172.69 |
| Average Loss -$19,377.51 | Worst Trade (Oct 14) -$268,076.02 | Z-Score -1.68 (91.71%) |
| Commissions $0 | Avg. Trade Length 10m 1w 3d | Expectancy $30,672.66 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 7,634 | 6,870 | 6,107 | 5,344 | 4,580 | 3,817 | 3,053 | 2,290 | 1,527 | 763 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 12,292 | $3.08M | $4.24M | - | $1.16M | 37.8% | +0.901% |
| ABBV AbbVie Inc. | 1,717 | $449,150 | $489,207.64 | - | $40,057.64 | 8.92% | +0.536% |
| AIPO Defiance AI & Power Infrastructure ETF | 13,466 | $449,898.91 | $354,357.79 | - | -$95,541.12 | -21.24% | -0.922% |
| AMAT Applied Materials, Inc. | 465 | $336,481.98 | $196,634.55 | - | -$139,847.43 | -41.56% | -1.66% |
| AMD Advanced Micro Devices, Inc. | 338 | $196,347.43 | $184,345.2 | - | -$12,002.23 | -6.11% | -2.993% |
| AMGN Amgen Inc. | 1,259 | $530,714 | $549,251.34 | - | $18,537.34 | 3.49% | +0.514% |
| AMZN Amazon.com Inc | 36,758 | $7.51M | $9.32M | - | $1.81M | 24.03% | -0.471% |
| ANET Arista Networks, Inc. | 3,494 | $465,420.65 | $638,179.1 | - | $172,758.45 | 37.12% | -1.579% |
| APH Amphenol Corporation | 6,333 | $279,158.64 | $513,606.3 | - | $234,447.66 | 83.98% | -0.479% |
| ARKX ARK Space & Defense Innovation ETF | 10,178 | $345,153.48 | $310,174.55 | - | -$34,978.93 | -10.13% | -0.18% |
| AVGO Broadcom Inc. | 15,673 | $3.65M | $5.3M | - | $1.65M | 45.22% | -1.849% |
| BKSE BNY Mellon US Small Cap Core Equity ETF | 5,412 | $203,015.39 | $227,168.7 | - | $24,153.31 | 11.9% | +0.465% |
| BLK BlackRock, Inc. | 930 | $984,276 | $1.06M | - | $77,114.4 | 7.83% | +1.829% |
| BNY BlackRock New York Municipal Income Trust | 2,725 | $394,117 | $391,745.97 | - | -$2,371.03 | -0.6% | +1.175% |
| CEG Constellation Energy Corporation | 1,312 | $415,904.84 | $360,012.8 | - | -$55,892.04 | -13.44% | -0.218% |
| CGDV Capital Group Dividend Value ETF | 29,398 | $1.11M | $1.45M | - | $344,561.65 | 31.11% | 0.0 |
| CLIP Global X 1-3 Month T-Bill ETF | 27,507 | $2.76M | $2.76M | - | -$3,025.5 | -0.11% | +0.03% |
| CLOA iShares AAA CLO ETF | 4,649 | $240,703.75 | $241,050.65 | - | $346.9 | 0.14% | +0.039% |
| COF Capital One Financial Corporation | 2,614 | $504,696 | $530,498.23 | - | $25,802.23 | 5.11% | +2.054% |
| COST Costco Wholesale Corporation | 679 | $622,028.7 | $669,710.33 | - | $47,681.63 | 7.67% | +0.85% |
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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 - $792,995.78, NVIDIA Corporation - $554,432.08, Invesco AAA CLO Floating Rate Note ETF - $499,249.05, W.R. Berkley Corporation - $479,943.69, and Pimco Dynamic Income Fund - $350,707.2. 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, PIMCO Corporate & Income Opportunity Fund - $152,165.42, The Home Depot, Inc - $127,292.54, and Tesla, Inc - $93,173.96. 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 $4.65M earned over time. The largest contributors to dividend income include Invesco AAA CLO Floating Rate Note ETF - $536,598.92, Pimco Dynamic Income Fund - $389,024.65, iShares Floating Rate Bond ETF - $312,231.61, PIMCO Corporate & Income Opportunity Fund - $259,312.74, and PIMCO Senior Loan Active Exchange-Traded Fund - $218,220.49. 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.
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