LS
Laura Steagall-Cissell Portfolio
Invests via Veridan Wealth LLC | Managed by Laura Steagall-Cissell
Invests via Veridan Wealth LLC
Managed by Laura Steagall-Cissell
Automatically Tracked
Experienced investor and healthcare entrepreneur focused on growth-stage life sciences and healthcare services. Laura Steagall-Cissell is a former operator turned investor with experience scaling clinical and digital health businesses, advising boards on commercialization, go-to-market and capital strategy. Known for sector networks, board roles, and active portfolio support across Series A–C.
Experienced investor and healthcare entrepreneur focused on growth-stage life sciences and healthcare services. Laura Steagall-Cissell is a former operator turned investor with experience scaling clinical and digital health businesses, advising boards on commercialization, go-to-market and capital strategy. Known for sector networks, board roles, and active portfolio support across Series A–C.
Investment Philosophy & Strategy
Experienced investor and healthcare entrepreneur focused on growth-stage life sciences and healthcare services. Laura Steagall-Cissell is a former operator turned investor with experience scaling clinical and digital health businesses, advising boards on commercialization, go-to-market and capital strategy. Known for sector networks, board roles, and active portfolio support across Series A–C.
Experienced investor and healthcare entrepreneur focused on growth-stage life sciences and healthcare services. Laura Steagall-Cissell is a former operator turned investor with experience scaling clinical and digital health businesses, advising boards on commercialization, go-to-market and capital strategy. Known for sector networks, board roles, and active portfolio support across Series A–C.
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:
28.78%
Gain +1.37%
Monthly
0.92%
Yearly
11.66%
Drawdown
22.23%
$258.73M
Equity
Holdings
$258.73M
Investment
$270.35M
$63.8M
Profit +$3.48M
Realized
$75.41M
Unrealized
-$11.61M
Dividends
$10.05M
Goals
Avg. 25.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1.37%
Profit
$3.48M
Win %
75%
This Week
Compared To Last Week
Gain
-1.69%
Profit
-$4.46M
Win %
75%
This Month
Compared to last month
Gain
-0.75%
Profit
-$1.96M
Win %
75%
This Year
Compared to last year
Gain
-9.9%
Profit
-$28.44M
Win %
76%
LLY Eli Lilly and Company
+4.82%
+$17,404.79 
RKT Rocket Companies, Inc. Class A
+4.7%
+$2.94M 
V Visa Inc. Class A
+2.73%
+$6,751.71 
SPG Simon Property Group, Inc.
+2.53%
+$23,459.92 
WFC Wells Fargo & Company
+2.41%
+$268,614.45 
WMT Walmart Inc.
+1.98%
+$6,806.97 
IAU iShares Gold Trust
+1.36%
+$45,088.05 
SDY SPDR S&P Dividend ETF
+1.28%
+$4,829.44 
IJJ iShares S&P Mid-Cap 400 Value ETF
+1.04%
+$2,448.42 
IQLT iShares MSCI International Quality Factor ETF
+1%
+$45,339.03 
MSFT Microsoft Corp.
+0.99%
+$20,498.75 
SMLF iShares U.S. Small-Cap Equity Factor ETF
+0.95%
+$2,638.6 
VB Vanguard Small-Cap ETF
+0.94%
+$48,958.12 
GE General Electric Company
+0.87%
+$1,621.41 
COST Costco Wholesale Corporation
+0.81%
+$2,656 
VTEB Vanguard Tax-Exempt Bond ETF
+0.81%
+$5,980.98 
IEF iShares 7-10 Year Treasury Bond ETF
+0.8%
+$33,717.25 
SUSC iShares ESG Aware USD Corporate Bond ETF
+0.77%
+$1,670.08 
IWM iShares Russell 2000 ETF
+0.77%
+$2,774.72 
VIG Vanguard Dividend Appreciation ETF
+0.76%
+$2,887.15 
VMBS Vanguard Mortgage-Backed Securities Fund
+0.74%
+$15,807.33 
VOE Vanguard Mid-Cap Value ETF
+0.72%
+$30,452.85 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
+0.69%
+$1,569.04 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
+0.68%
+$34,601.12 
VTV Vanguard Value ETF
+0.64%
+$20,683.87 
EAGG iShares ESG Aware U.S. Aggregate Bond ETF
+0.63%
+$2,729.45 
ESGD iShares ESG Aware MSCI EAFE ETF
+0.61%
+$27,251.48 
MGV Vanguard Mega Cap Value ETF
+0.6%
+$41,714.64 
IUSB iShares Core Universal USD Bond ETF
+0.6%
+$4,435.04 
VXF Vanguard Extended Market ETF
+0.6%
+$2,718.64 
VO Vanguard Mid-Cap ETF
+0.54%
+$31,410.64 
FENI Fidelity Enhanced International ETF
+0.52%
+$32,697.09 
NUDM Nuveen ESG International Developed Markets Equity Fund
+0.51%
+$1,251.31 
TDTF FlexShares iBoxx 5-Year Target Duration TIPS Index Fund
+0.46%
+$9,455.35 
IEI iShares 3-7 Year Treasury Bond ETF
+0.46%
+$23,214.36 
IWX iShares Russell Top 200 Value ETF
+0.45%
+$32,131 
GOOGL Alphabet Inc
+0.39%
+$3,182.49 
GOOG Alphabet Inc
+0.38%
+$6,821.22 
VYM Vanguard High Dividend Yield ETF
+0.35%
+$1,334.85 
SUSB iShares ESG Aware 1-5 Year USD Bond ETF
+0.31%
+$1,022.02 
XVV iShares ESG Screened S&P 500
+0.3%
+$1,778.7 
QUAL iShares MSCI USA Quality Factor ETF
+0.29%
+$1,374.8 
BRK-B Berkshire Hathaway Inc.
+0.28%
+$2,190.13 
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF
+0.28%
+$14,088.2 
SNPE Xtrackers S&P 500 ESG ETF
+0.28%
+$1,370.65 
SUSL iShares ESG MSCI USA Leaders ETF
+0.27%
+$1,070.03 
EFIV SPDR S&P 500 ESG ETF
+0.26%
+$1,032.33 
USSG Xtrackers MSCI USA ESG Leaders Equity ETF
+0.25%
+$1,015.2 
SCHF Schwab International Equity ETF
+0.22%
+$9,254.76 
FPEI First Trust Institutional Preferred Securities and Income ETF
+0.14%
+$2,947.32 
CMBS iShares CMBS ETF
+0.12%
+$1,280.4 
META Meta Platforms Inc Class A
+0.11%
+$690.58 
ESGU iShares ESG Aware MSCI USA ETF
+0.08%
+$578.06 
ICSH iShares Short Treasury Bond ETF
+0.01%
+$524.8 
ACWI iShares MSCI ACWI ETF
+0.01%
+$13.65 
LRCX Lam Research Corporation
-4.75%
-$9,282.04 
AMAT Applied Materials, Inc.
-4.18%
-$35,715.71 
AMD Advanced Micro Devices, Inc.
-3.19%
-$6,617.49 
AVGO Broadcom Inc.
-2.53%
-$11,484.36 
TSLA Tesla, Inc.
-1.94%
-$5,882.25 
NVDA NVIDIA Corporation
-1.89%
-$42,025.77 
XMMO Invesco S&P MidCap Momentum ETF
-1.79%
-$6,287.36 
XOM Exxon Mobil Corporation
-1.43%
-$6,134.69 
EASG Xtrackers MSCI EAFE Selection Equity ETF
-1.12%
-$2,828.16 
ESGE iShares ESG Aware MSCI EM ETF
-0.99%
-$2,581.8 
EMGF iShares MSCI Emerging Markets Multifactor ETF
-0.92%
-$37,879.02 
QQQ Invesco QQQ Trust, Series 1
-0.76%
-$27,677.7 
MGK Vanguard Mega Cap Growth ETF
-0.61%
-$17,909.92 
VUG Vanguard Growth ETF
-0.48%
-$22,864.82 
IWY iShares Russell Top 200 Growth ETF
-0.47%
-$40,664.71 
SCHE Schwab Emerging Markets Equity ETF
-0.37%
-$7,644.51 
PAVE Global X U.S. Infrastructure Development ETF
-0.37%
-$7,971.4 
SCHG Schwab U.S. Large-Cap Growth ETF
-0.36%
-$16,120 
IMTM iShares MSCI International Momentum Factor ETF
-0.32%
-$19,593.75 
AAPL Apple Inc.
-0.29%
-$7,082.93 
JPM JPMorgan Chase & Co.
-0.28%
-$996.96 
IWP iShares Russell Mid-Cap Growth ETF
-0.26%
-$9,198 
AMZN Amazon.com Inc
-0.25%
-$2,285.64 
FNDE Schwab Fundamental Emerging Markets Large Company Index ETF
-0.15%
-$6,564.22 
OEF iShares S&P 100 ETF
-0.14%
-$9,347.08 
IWL iShares Russell Top 200 ETF
-0.12%
-$8,176.04 
HFXI New York Life Investments FTSE International Equity Currency Neutral ETF
-0.03%
-$1,719.34 
IVV iShares Core S&P 500 ETF
-0.02%
-$75.76 
SPY SPDR S&P 500 ETF Trust
-0.01%
-$25.74 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 556 | Longs Won 424/556 76% | Profit Factor 2.21 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $3.64M |
| Average Win $274,605.06 | Best Trade (Dec 30) $69.83M | Sharpe Ratio -12.27 |
| Average Loss -$398,749.35 | Worst Trade (Oct 14) -$54.02M | Z-Score 11.75 (100%) |
| Commissions $0 | Avg. Trade Length 1y 2m 2w 1d | Expectancy $114,743.94 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | 0.08% | 0.48% | 1.72% | 4.63% | 10.38% | 20.57% | 37.18% | 62.68% |
| Consecutive Losing Trades | 649 | 584 | 519 | 454 | 389 | 324 | 260 | 195 | 130 | 65 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 7,083 | $1.51M | $2.42M | - | $913,224.77 | 60.52% | -0.292% |
| ACWI iShares MSCI ACWI ETF | 1,365 | $156,401.36 | $216,707.4 | - | $60,306.04 | 38.56% | +0.006% |
| AMAT Applied Materials, Inc. | 1,913 | $447,442.71 | $818,687.48 | - | $371,244.77 | 82.97% | -4.18% |
| AMD Advanced Micro Devices, Inc. | 363 | $210,870 | $200,590.17 | - | -$10,279.83 | -4.87% | -3.194% |
| AMZN Amazon.com Inc | 3,628 | $706,714.99 | $919,516.6 | - | $212,801.61 | 30.11% | -0.248% |
| AVGO Broadcom Inc. | 1,311 | $224,801.45 | $442,449.39 | - | $217,647.94 | 96.82% | -2.53% |
| BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L) | 3,107 | $241,992.12 | $228,597.52 | - | -$13,394.6 | -5.54% | +0.691% |
| BRK-B Berkshire Hathaway Inc. | 1,465 | $633,672.93 | $773,292.88 | - | $139,619.95 | 22.03% | +0.284% |
| CMBS iShares CMBS ETF | 22,000 | $1.07M | $1.04M | - | -$25,850 | -2.42% | +0.123% |
| COST Costco Wholesale Corporation | 332 | $313,808.7 | $328,680 | - | $14,871.3 | 4.74% | +0.815% |
| EAGG iShares ESG Aware U.S. Aggregate Bond ETF | 9,577 | $451,867.71 | $437,525.24 | - | -$14,342.47 | -3.17% | +0.628% |
| EASG Xtrackers MSCI EAFE Selection Equity ETF | 6,571 | $202,564.77 | $250,686.94 | - | $48,122.17 | 23.76% | -1.116% |
| EFIV SPDR S&P 500 ESG ETF | 5,294 | $286,810.37 | $395,276.51 | - | $108,466.14 | 37.82% | +0.262% |
| EMGF iShares MSCI Emerging Markets Multifactor ETF | 59,652 | $2.8M | $4.08M | - | $1.27M | 45.41% | -0.92% |
| ESGD iShares ESG Aware MSCI EAFE ETF | 43,954 | $3.55M | $4.51M | - | $957,135.15 | 26.95% | +0.608% |
| ESGE iShares ESG Aware MSCI EM ETF | 4,965 | $169,733.53 | $256,789.8 | - | $87,056.27 | 51.29% | -0.995% |
| ESGU iShares ESG Aware MSCI USA ETF | 4,129 | $505,551.08 | $694,497.8 | - | $188,946.72 | 37.37% | +0.083% |
| FENI Fidelity Enhanced International ETF | 159,498 | $5.69M | $6.33M | - | $644,821.95 | 11.34% | +0.519% |
| FNDE Schwab Fundamental Emerging Markets Large Company Index ETF | 100,988 | $3.02M | $4.31M | - | $1.28M | 42.46% | -0.152% |
| FPEI First Trust Institutional Preferred Securities and Income ETF | 117,893 | $2.24M | $2.19M | - | -$53,555.12 | -2.39% | +0.135% |
No Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
FAQ
Which stocks have generated the highest profits for Laura Steagall-Cissell?
The largest contributions to the portfolio's profits come from the following stocks: Mr. Cooper Group Inc - $71.74M, Schwab U.S. Large-Cap Growth ETF - $1.24M, Broadcom Inc - $947,211.46, iShares Core Universal USD Bond ETF - $714,762.62, and Wells Fargo & Company - $535,485.86. 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: Vanguard Mega Cap ETF - $202,910.7, iShares Core S&P Small-Cap ETF - $170,649.32, iShares Morningstar Small-Cap Growth ETF - $149,483.13, SPDR S&P 600 Small Cap Value ETF - $115,170.63, and McKesson Corporation - $26,570.26. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Laura Steagall-Cissell's portfolio generate?
The portfolio generates substantial dividend income, with a total of $10.05M earned over time. The largest contributors to dividend income include Mr. Cooper Group Inc - $1.09M, iShares Core Universal USD Bond ETF - $727,418.49, Wells Fargo & Company - $534,918.05, Vanguard Intermediate-Term Corporate Bond Fund - $520,128.2, and Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L) - $488,969.7. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Laura Steagall-Cissell's monthly returns?
Laura Steagall-Cissell's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Laura Steagall-Cissell's strategy be considered aggressive or moderate?
Laura Steagall-Cissell's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Laura Steagall-Cissell's strategy?
Laura Steagall-Cissell's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
2026 © Marketlog. All Rights Reserved.
