Lindsey Seagraves Portfolio
Invests via Carson Advisory Inc. | Managed by Lindsey Seagraves
Invests via Carson Advisory Inc.
Managed by Lindsey Seagraves
Automatically Tracked
Lindsey Seagraves Profile
With a distinguished career as an operating executive, Lindsey Seagraves excels in driving innovation and growth across technology-driven sectors. Her extensive background includes leadership roles that integrate strategic vision with hands-on execution, positioning organizations to harness emerging market opportunities. Notably, she has played a pivotal role in transforming startups into scalable enterprises by optimizing operations and fostering collaborative team environments. Her influence extends beyond day-to-day management; Seagraves is known for mentoring future leaders within the industry while enhancing overall business agility. With a strong educational foundation and significant experience navigating corporate landscapes, she stands as a key figure among progressive entrepreneurs and operational strategists.
With a distinguished career as an operating executive, Lindsey Seagraves excels in driving innovation and growth across technology-driven sectors. Her extensive background includes leadership roles that integrate strategic vision with hands-on execution, positioning organizations to harness emerging market opportunities. Notably, she has played a pivotal role in transforming startups into scalable enterprises by optimizing operations and fostering collaborative team environments. Her influence extends beyond day-to-day management; Seagraves is known for mentoring future leaders within the industry while enhancing overall business agility. With a strong educational foundation and significant experience navigating corporate landscapes, she stands as a key figure among progressive entrepreneurs and operational strategists.
Investment Philosophy & Strategy
Grounded in a robust operational background, Lindsey Seagraves is adept at identifying transformative opportunities within technology sectors. Her leadership philosophy merges innovative thinking with tactical execution to elevate organizational performance and responsiveness. By leveraging her expertise in building scalable business models, she fosters environments where agility thrives, empowering teams to adapt swiftly to market shifts. Through mentorship, she cultivates the next generation of leaders, promoting strategic vision and collaborative engagement. This unique blend of hands-on management experience and forward-thinking strategy positions her as a pivotal player in driving sustainable growth across diverse startups.
Grounded in a robust operational background, Lindsey Seagraves is adept at identifying transformative opportunities within technology sectors. Her leadership philosophy merges innovative thinking with tactical execution to elevate organizational performance and responsiveness. By leveraging her expertise in building scalable business models, she fosters environments where agility thrives, empowering teams to adapt swiftly to market shifts. Through mentorship, she cultivates the next generation of leaders, promoting strategic vision and collaborative engagement. This unique blend of hands-on management experience and forward-thinking strategy positions her as a pivotal player in driving sustainable growth across diverse startups.
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:
62.66%
Gain -0.68%
Monthly
0.7%
Yearly
8.73%
Drawdown
19.63%
$215.51M
Equity
Holdings
$215.51M
Investment
$168.47M
$45.51M
Profit -$973,474.82
Realized
-$1.52M
Unrealized
$47.04M
Dividends
$16.97M
Goals
Avg. 49.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.68%
Profit
-$973,474.82
Win %
72%
This Week
Compared To Last Week
Gain
-1.07%
Profit
-$2.32M
Win %
72%
This Month
Compared to last month
Gain
-0.65%
Profit
-$1.4M
Win %
72%
This Year
Compared to last year
Gain
-0.17%
Profit
-$370,389.62
Win %
73%
GNRC Generac Holdings Inc.
+4.74%
+$6,839 
ETN Eaton Corporation plc
+3.22%
+$42,889.72 
COP ConocoPhillips
+2.35%
+$6,915.77 
SBUX Starbucks Corporation
+1.92%
+$10,273.11 
DUK Duke Energy Corporation
+1.65%
+$61,190 
LOW Lowe's Companies Inc.
+1.08%
+$7,688.28 
ABT Abbott Laboratories
+1.01%
+$3,176.8 
CVX Chevron Corporation
+0.9%
+$10,290 
TFC Truist Financial Corporation
+0.87%
+$8,268.75 
GRAL Grail, Inc.
+0.85%
+$3,136 
META Meta Platforms Inc Class A
+0.71%
+$8,232.04 
DIS The Walt Disney Company
+0.34%
+$1,470 
NSC Norfolk Southern Corporation
+0.2%
+$675.99 
BA Boeing Company
+0.19%
+$2,274.8 
PM Philip Morris International Inc.
+0.12%
+$870.1 
CGBL Capital Group Core Balanced ETF
+0.08%
+$1,530.36 
ABBV AbbVie Inc.
0%
$0 
AEP American Electric Power Company, Inc.
0%
$0 
AES AES Corporation
0%
$0 
AFL Aflac Inc.
0%
$0 
AMAT Applied Materials, Inc.
0%
$0 
AMD Advanced Micro Devices, Inc.
0%
$0 
APD Air Products and Chemicals, Inc.
0%
+$0.01 
ARM Arm Holdings plc American Depositary Receipt
0%
$0 
AUR Aurora Innovation, Inc.
0%
$0 
AVGO Broadcom Inc.
0%
+$0.02 
AXP American Express Company
0%
$0 
BAC Bank of America Corporation
0%
$0 
BMY Bristol-Myers Squibb Company
0%
$0 
BXP Boston Properties, Inc.
0%
$0 
BX Blackstone Inc.
0%
$0 
C Citigroup Inc.
0%
$0 
CAT Caterpillar Inc.
0%
-$0.01 
CB Chubb Limited
0%
+$0.01 
CCEP Coca-Cola Europacific Partners PLC
0%
$0 
CG The Carlyle Group Inc.
0%
$0 
COST Costco Wholesale Corporation
0%
$0 
CRM Salesforce Inc
0%
+$0.04 
CSCO Cisco Systems, Inc.
0%
$0 
CVS CVS Health Corporation
0%
$0 
D Dominion Energy, Inc.
0%
$0 
DAL Delta Air Lines, Inc.
0%
$0 
DE Deere & Company
0%
-$0.01 
DEO Diageo plc Sponsored ADR
0%
$0 
EIX Edison International
0%
$0 
EMR Emerson Electric Co.
0%
-$0.02 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
ESRT Empire State Realty Trust Inc.
0%
$0 
FAST Fastenal Co.
0%
$0 
FCX Freeport-McMoRan Inc.
0%
$0 
GD General Dynamics Corporation
0%
$0 
GE General Electric Company
0%
-$0.03 
GILD Gilead Sciences Inc.
0%
+$0.01 
GIS General Mills, Inc.
0%
$0 
HD The Home Depot, Inc.
0%
$0 
IBM International Business Machines Corporation
0%
$0 
ICE Intercontinental Exchange, Inc.
0%
$0 
ILMN Illumina, Inc.
0%
$0 
INTC Intel Corporation
0%
$0 
ITW Illinois Tool Works Inc.
0%
+$0.02 
JNJ Johnson & Johnson
0%
$0 
JPM JPMorgan Chase & Co.
0%
$0 
JXN Jackson Financial Inc.
0%
+$0.21 
KO The Coca-Cola Company
0%
$0 
KRP Kimbell Royalty Partners, LP
0%
$0 
LHX L3Harris Technologies, Inc.
0%
$0 
LLY Eli Lilly and Company
0%
-$0.03 
LNC Lincoln National Corporation
0%
$0 
LMT Lockheed Martin Corporation
0%
+$0.01 
LW Lamb Weston Holdings, Inc.
0%
$0 
MAR Marriott International Inc. - Class A
0%
$0 
MCD McDonald's Corporation
0%
$0 
MDLZ Mondelez International, Inc.
0%
$0 
MCO Moody's Corporation
0%
-$0.01 
MPC Marathon Petroleum Corporation
0%
$0 
MRK Merck & Co., Inc.
0%
$0 
MS Morgan Stanley
0%
$0 
MSFT Microsoft Corp.
0%
+$0.02 
MU Micron Technology, Inc.
0%
$0 
NEE NextEra Energy, Inc.
0%
$0 
NKSH National Bankshares Inc.
0%
$0 
NKE Nike, Inc. - Class B
0%
$0 
OKE ONEOK, Inc.
0%
$0 
OKTA Okta Inc.
0%
$0 
PCG PG&E Corporation
0%
$0 
PEP PepsiCo, Inc.
0%
$0 
PFE Pfizer Inc.
0%
+$0.01 
PG Procter & Gamble Co
0%
$0 
PNFP Pinnacle Financial Partners Inc.
0%
$0 
PNC The PNC Financial Services Group, Inc.
0%
+$0.02 
PRU Prudential Financial, Inc.
0%
$0 
PSX Phillips 66
0%
$0 
QCOM QUALCOMM Incorporated
0%
$0 
QS QuantumScape Corp
0%
$0 
RF Regions Financial Corporation
0%
$0 
RJF Raymond James Financial Inc.
0%
$0 
RTX RTX Corporation
0%
$0 
RY Royal Bank of Canada
0%
$0 
SCHW Charles Schwab Corporation
0%
$0 
SLG SL Green Realty Corp.
0%
+$0.02 
SNOW Snowflake Inc.
0%
$0 
SO The Southern Company
0%
$0 
STAG Stag Industrial Inc.
0%
$0 
STWD Starwood Property Trust Inc.
0%
$0 
STX Seagate Technology Holdings plc
0%
$0 
T AT&T Inc.
0%
+$0.05 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
TXN Texas Instruments Inc
0%
$0 
UPS United Parcel Service, Inc.
0%
$0 
USB U.S. Bancorp
0%
$0 
V Visa Inc. Class A
0%
-$0.01 
VTRS Viatris Inc.
0%
$0 
VZ Verizon Communications Inc.
0%
+$0.03 
WFC Wells Fargo & Company
0%
$0 
WHR Whirlpool Corporation
0%
$0 
WMT Walmart Inc.
0%
$0 
WMB The Williams Companies, Inc.
0%
$0 
XOM Exxon Mobil Corporation
0%
+$0.07 
YUM Yum! Brands, Inc.
0%
$0 
ZNTL Zentalis Pharmaceuticals, Inc.
0%
$0 
ZION Zions Bancorporation, National Association
0%
$0 
BINC iShares Flexible Income Active ETF
0%
$0 
CGDG Capital Group Dividend Growers ETF
0%
$0 
CGDV Capital Group Dividend Value ETF
0%
$0 
CGMU Capital Group Municipal Income ETF
0%
$0 
CGGO Capital Group Global Growth Equity ETF
0%
$0 
CGGR Capital Group Growth ETF
0%
+$0.01 
CGCB Capital Group Core Bond ETF
0%
$0 
CGMS Capital Group U.S. Multi-Sector Income ETF
0%
$0 
CGCP Capital Group Core Plus Income ETF
0%
$0 
DBEF Xtrackers MSCI EAFE Hedged Equity ETF
0%
$0 
DIVO Amplify CWP Enhanced Dividend Income ETF
0%
$0 
DVY iShares Select Dividend ETF
0%
-$0.02 
HYMB SPDR Nuveen ICE High Yield Municipal Bond ETF
0%
$0 
IBDT iShares iBonds Dec 2028 Term Corporate ETF
0%
$0 
IEFA iShares Core MSCI EAFE ETF
0%
$0 
IJR iShares Core S&P Small-Cap ETF
0%
+$0.01 
IJH iShares Core S&P Mid-Cap ETF
0%
$0 
IVV iShares Core S&P 500 ETF
0%
+$0.01 
IWF iShares Russell 1000 Growth ETF
0%
$0 
JEPI JPMorgan Equity Premium Income Fund
0%
$0 
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF
0%
$0 
NUMV Nuveen ESG Mid-Cap Value ETF
0%
$0 
NUEM Nuveen ESG Emerging Markets Equity Fund
0%
$0 
PFXF VanEck Preferred Securities ex Financials ETF
0%
-$0.01 
PFF iShares Preferred and Income Securities ETF
0%
$0 
QQQ Invesco QQQ Trust, Series 1
0%
$0 
RDIV Invesco S&P Ultra Dividend Revenue ETF
0%
$0 
RSP Invesco S&P 500 Equal Weight ETF
0%
$0 
SCHD Schwab U.S. Dividend Equity ETF
0%
$0 
SDY SPDR S&P Dividend ETF
0%
$0 
SCHB Schwab U.S. Broad Market ETF
0%
$0 
TBUX T. Rowe Price Ultra Short-Term Bond ETF
0%
$0 
TCAF T. Rowe Price Capital Appreciation Equity ETF
0%
$0 
USMV iShares MSCI USA Min Vol Factor ETF
0%
$0 
VB Vanguard Small-Cap ETF
0%
+$0.01 
VOO Vanguard S&P 500 ETF
0%
-$0.04 
VGK Vanguard FTSE Europe ETF
0%
$0 
VNQ Vanguard Real Estate ETF
0%
$0 
VO Vanguard Mid-Cap ETF
0%
$0 
VHT Vanguard Health Care ETF
0%
$0 
VIG Vanguard Dividend Appreciation ETF
0%
+$0.07 
VSGX Vanguard ESG International Stock ETF
0%
$0 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
0%
$0 
VTI VANGUARD TOTAL STOCK MKT ETF
0%
$0 
VTV Vanguard Value ETF
0%
$0 
VXUS Vanguard Total International Stock Index Fund Investor Shares
0%
$0 
VUG Vanguard Growth ETF
0%
$0 
XBI SPDR S&P Biotech ETF
0%
$0 
XLK State Street Technology Select Sector SPDR ETF
0%
-$0.03 
XLU Utilities Select Sector SPDR Fund
0%
$0 
FELG Fidelity Enhanced Large Cap Growth ETF
0%
$0 
APO Apollo Global Management, Inc.
0%
-$0.02 
SEPI SeaEscape Entertainment, Inc.
0%
$0 
GEV GE Vernova Inc.
0%
+$0.01 
CGHM Capital Group Municipal High-Income ETF
0%
$0 
CGCV Capital Group Conservative Equity ETF
0%
$0 
JPC Nuveen Preferred & Income Opportunities Fund
0%
$0 
RVT Royce Small-Cap Trust, Inc.
0%
$0 
CGMM Capital Group U.S. Small and Mid Cap ETF
0%
-$0.02 
XYZ Block, Inc.
0%
$0 
TCAL T. Rowe Price Capital Appreciation Premium Income ETF
0%
$0 
NAD Nuveen Quality Municipal Income Fund
0%
$0 
NZF Nuveen Municipal Credit Income Fund
0%
$0 
BRK-B Berkshire Hathaway Inc.
0%
$0 
MMU Western Asset Managed Municipals Fund
0%
$0 
SBI Western Asset Intermediate Bond Fund
0%
$0 BAM
BAM
-7.43%
-$45.73 
GOOGL Alphabet Inc
-3.84%
-$47,567.21 
ORCL Oracle Corporation
-3.69%
-$10,304.51 
AMZN Amazon.com Inc
-2.09%
-$29,577.22 
TJX The TJX Companies, Inc.
-1.94%
-$6,400.26 
NVO Novo Nordisk A/S Sponsored ADR
-1.17%
-$6,800.08 
AAPL Apple Inc.
-1.09%
-$65,797.35 
CL Colgate-Palmolive Company
-0.9%
-$2,735.04 
MO Altria Group, Inc.
-0.78%
-$3,040.62 
WD Walker & Dunlop Inc.
-0.76%
-$4,455 
LIN Linde plc
-0.39%
-$895.52 
NOC Northrop Grumman Corporation
-0.38%
-$1,458.61 
NVDA NVIDIA Corporation
-0.02%
-$368.25 
ADP Automatic Data Processing Inc.
0%
-$5.26 
TNGY Tortoise Energy Fund, Inc.
0%
-$3.94 
ADI Analog Devices, Inc.
0%
-$6.85 
DFNL Davis Select Financial ETF
0%
-$1.65 Events
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Dividends
Dividend Analysis
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| Trades 2673 | Longs Won 1681/2673 62% | Profit Factor 2.36 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $171,590.37 |
| Average Win $46,913.6 | Best Trade (Aug 14) $3.24M | Sharpe Ratio -356.99 |
| Average Loss -$33,616.29 | Worst Trade (Sep 29) -$3.1M | Z-Score -2.87 (100%) |
| Commissions $0 | Avg. Trade Length 1y 6m 3w 3d | Expectancy $17,027.48 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 6,410 | 5,769 | 5,128 | 4,487 | 3,846 | 3,205 | 2,564 | 1,923 | 1,282 | 641 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 19,641 | $3.5M | $5.99M | - | $2.49M | 71.25% | -1.087% |
| ABBV AbbVie Inc. | 2,694 | $380,905.81 | $668,031.18 | - | $287,125.37 | 75.38% | 0.0 |
| ABT Abbott Laboratories | 2,888 | $383,658.67 | $316,871.36 | - | -$66,787.31 | -17.41% | +1.013% |
| ADI Analog Devices, Inc. | 1,370 | $282,445.89 | $525,977.24 | - | $243,531.35 | 86.22% | -0.001% |
| ADP Automatic Data Processing Inc. | 1,054 | $254,220.32 | $288,453.45 | - | $34,233.13 | 13.47% | -0.002% |
| AEP American Electric Power Company, Inc. | 2,252 | $253,649.54 | $276,635.68 | - | $22,986.14 | 9.06% | 0.0 |
| AES AES Corporation | 276,977 | $3.15M | $4.08M | - | $928,114.81 | 29.45% | 0.0 |
| AFL Aflac Inc. | 9,272 | $541,485.14 | $1.13M | - | $589,142.54 | 108.8% | 0.0 |
| AMAT Applied Materials, Inc. | 327 | $236,421 | $170,733.24 | - | -$65,687.76 | -27.78% | 0.0 |
| AMD Advanced Micro Devices, Inc. | 457 | $265,475.86 | $214,588.92 | - | -$50,886.94 | -19.17% | 0.0 |
| AMZN Amazon.com Inc | 5,082 | $646,462.96 | $1.38M | - | $737,213.18 | 114.04% | -2.093% |
| APD Air Products and Chemicals, Inc. | 906 | $254,118.28 | $279,211.08 | - | $25,092.8 | 9.87% | 0.0 |
| APO Apollo Global Management, Inc. | 4,473 | $289,409.01 | $590,525.46 | - | $301,116.45 | 104.05% | 0.0 |
| ARM Arm Holdings plc American Depositary Receipt | 800 | $283,656.01 | $214,280.01 | - | -$69,376 | -24.46% | 0.0 |
| AUR Aurora Innovation, Inc. | 47,900 | $197,348 | $334,342 | - | $136,994 | 69.42% | 0.0 |
| AVGO Broadcom Inc. | 1,903 | $359,587.39 | $803,827.2 | - | $444,239.81 | 123.54% | 0.0 |
| AXP American Express Company | 608 | $205,656 | $206,026.87 | - | $370.87 | 0.18% | 0.0 |
| BA Boeing Company | 5,055 | $969,135.99 | $1.18M | - | $209,892.21 | 21.66% | +0.193% |
| BAC Bank of America Corporation | 54,427 | $1.53M | $3.48M | - | $1.94M | 126.71% | 0.0 |
| BAM BAM | 12,706 | $601.33 | $569.87 | - | -$31.46 | -5.23% | -7.429% |
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Lindsey Seagraves?
The largest contributions to the portfolio's profits come from the following stocks: Micron Technology, Inc - $3.23M, Booking Holdings Inc - $1.86M, AT&T Inc - $1.72M, Jackson Financial Inc - $1.51M, and The Southern Company - $1.05M. 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: FMC Corporation - $3.05M, Block, Inc - $908,232.65, Skyworks Solutions Inc - $810,511.66, Walker & Dunlop Inc - $610,626.75, and Pfizer Inc - $577,115.63. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Lindsey Seagraves's portfolio generate?
The portfolio generates substantial dividend income, with a total of $16.97M earned over time. The largest contributors to dividend income include The Southern Company - $906,872.38, Edison International - $809,044.96, Dominion Energy, Inc - $695,105.82, AT&T Inc - $611,106.31, and Duke Energy Corporation - $488,007.45. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Lindsey Seagraves's monthly returns?
Lindsey Seagraves'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 Lindsey Seagraves's strategy be considered aggressive or moderate?
Lindsey Seagraves'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 Lindsey Seagraves's strategy?
Lindsey Seagraves'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.
