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:
62.08%
Gain -0.33%
Monthly
0.78%
Yearly
9.77%
Drawdown
19.47%
$208.63M
Equity
Holdings
$208.63M
Investment
$158.56M
$51.21M
Profit -$593,709.83
Realized
$1.14M
Unrealized
$50.07M
Dividends
$16.42M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.33%
Profit
-$593,709.83
Win %
78%
This Week
Compared To Last Week
Gain
-0.4%
Profit
-$843,547.47
Win %
78%
This Month
Compared to last month
Gain
-0.29%
Profit
-$607,208.47
Win %
78%
This Year
Compared to last year
Gain
8.99%
Profit
$17.21M
Win %
78%
MU Micron Technology, Inc.
+2.95%
+$61,747.41 
AVGO Broadcom Inc.
+2.23%
+$16,265.52 
SNOW Snowflake Inc.
+1.93%
+$10,816.02 
MPC Marathon Petroleum Corporation
+1.75%
+$7,074.68 
GEV GE Vernova Inc.
+1.73%
+$14,025.46 
PSX Phillips 66
+1.68%
+$4,229.93 
MSFT Microsoft Corp.
+1.6%
+$50,746.5 
CRM Salesforce Inc
+1.57%
+$8,387.42 
TCAL T. Rowe Price Capital Appreciation Premium Income ETF
+1.53%
+$44,367 
NOC Northrop Grumman Corporation
+1.52%
+$5,257.6 
AUR Aurora Innovation, Inc.
+1.49%
+$4,338 
OKTA Okta Inc.
+1.43%
+$8,113.04 
ICE Intercontinental Exchange, Inc.
+1.41%
+$4,913.18 
WMB The Williams Companies, Inc.
+1.4%
+$3,025.11 
COP ConocoPhillips
+1.39%
+$3,864.68 
CVX Chevron Corporation
+1.33%
+$13,637.55 
GOOG Alphabet Inc
+1.29%
+$25,720.38 
ABT Abbott Laboratories
+1.2%
+$3,310.56 
QS QuantumScape Corp
+1.2%
+$2,401 
ZNTL Zentalis Pharmaceuticals, Inc.
+1.17%
+$1,396.2 
XOM Exxon Mobil Corporation
+0.95%
+$10,654 
TNGY Tortoise Energy Fund, Inc.
+0.92%
+$1,870.93 
IBM International Business Machines Corporation
+0.88%
+$28,085.32 
AMZN Amazon.com Inc
+0.8%
+$9,630.72 
V Visa Inc. Class A
+0.74%
+$1,798.16 
SCHW Charles Schwab Corporation
+0.71%
+$4,721.04 
RTX RTX Corporation
+0.67%
+$4,353.75 
T AT&T Inc.
+0.67%
+$8,158.14 
FCX Freeport-McMoRan Inc.
+0.65%
+$1,764.72 
KRP Kimbell Royalty Partners, LP
+0.6%
+$2,209.5 
NUEM Nuveen ESG Emerging Markets Equity Fund
+0.59%
+$1,835.54 
HON Honeywell International Inc.
+0.56%
+$703.16 
XLK State Street Technology Select Sector SPDR ETF
+0.52%
+$2,525.25 
GD General Dynamics Corporation
+0.49%
+$1,184.62 
DUK Duke Energy Corporation
+0.46%
+$17,550.87 
ETN Eaton Corporation plc
+0.45%
+$5,431.78 
TJX The TJX Companies, Inc.
+0.44%
+$1,433.44 
OKE ONEOK, Inc.
+0.43%
+$3,590 
QQQ Invesco QQQ Trust, Series 1
+0.36%
+$2,041.29 
SEPI SeaEscape Entertainment, Inc.
+0.36%
+$3,250 
NVDA NVIDIA Corporation
+0.34%
+$4,925.29 
JPC Nuveen Preferred & Income Opportunities Fund
+0.32%
+$1,039.03 
STAG Stag Industrial Inc.
+0.3%
+$749.87 
IWF iShares Russell 1000 Growth ETF
+0.23%
+$863.52 
APD Air Products and Chemicals, Inc.
+0.23%
+$613.35 
PCG PG&E Corporation
+0.2%
+$1,400.21 
LHX L3Harris Technologies, Inc.
+0.2%
+$487.85 
LMT Lockheed Martin Corporation
+0.14%
+$276.76 
VUG Vanguard Growth ETF
+0.12%
+$332.64 
AES AES Corporation
+0.1%
+$4,467.81 
CGGR Capital Group Growth ETF
+0.07%
+$229.41 
KO The Coca-Cola Company
+0.06%
+$941.36 
USB U.S. Bancorp
+0.05%
+$119.76 
CVS CVS Health Corporation
+0.05%
+$268.35 
BRK-B Berkshire Hathaway Inc.
+0.05%
+$3,340.35 
QCOM QUALCOMM Incorporated
+0.02%
+$90.84 
TCAF T. Rowe Price Capital Appreciation Equity ETF
+0.01%
+$1,096.86 
META Meta Platforms Inc Class A
+0.01%
+$113.54 
USMV iShares MSCI USA Min Vol Factor ETF
+0.01%
+$27.44 
BAM
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
TBUX T. Rowe Price Ultra Short-Term Bond ETF
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
WHR Whirlpool Corporation
-5.05%
-$17,466.5 
GRAL Grail, Inc.
-4.24%
-$15,400 
UPS United Parcel Service, Inc.
-3.69%
-$34,130.1 
ESRT Empire State Realty Trust Inc.
-3.03%
-$1,837.5 
TFC Truist Financial Corporation
-2.98%
-$30,680.26 
CG The Carlyle Group Inc.
-2.83%
-$25,089.93 
ORCL Oracle Corporation
-2.83%
-$6,562.14 
BX Blackstone Inc.
-2.81%
-$34,599.64 
WD Walker & Dunlop Inc.
-2.6%
-$17,096.62 
FAST Fastenal Co.
-2.51%
-$8,626.38 
GE General Electric Company
-2.5%
-$30,379.95 
AAPL Apple Inc.
-2.48%
-$156,634.19 
EMR Emerson Electric Co.
-2.39%
-$5,652.82 
STWD Starwood Property Trust Inc.
-2.35%
-$16,182.8 
LLY Eli Lilly and Company
-2.33%
-$21,461.87 
APO Apollo Global Management, Inc.
-2.3%
-$12,354.2 
BXP Boston Properties, Inc.
-2.25%
-$7,978.95 
MRK Merck & Co., Inc.
-2.17%
-$8,302.08 
LW Lamb Weston Holdings, Inc.
-2.15%
-$13,887.09 
RY Royal Bank of Canada
-2.15%
-$5,887.62 
HD The Home Depot, Inc.
-2.06%
-$213,488.58 
LOW Lowe's Companies Inc.
-2.04%
-$12,277.32 
DE Deere & Company
-1.95%
-$4,724.32 
SQ Block, Inc.
-1.94%
-$12,695.3 
CAT Caterpillar Inc.
-1.88%
-$8,980.99 
BA Boeing Company
-1.8%
-$19,377.05 
CL Colgate-Palmolive Company
-1.72%
-$5,206.4 
WMT Walmart Inc.
-1.71%
-$21,475.35 
ITW Illinois Tool Works Inc.
-1.66%
-$6,926.31 
PEP PepsiCo, Inc.
-1.61%
-$15,200.38 
RF Regions Financial Corporation
-1.6%
-$4,443.49 
JNJ Johnson & Johnson
-1.55%
-$39,336.45 
DIS The Walt Disney Company
-1.54%
-$6,727.5 
NSC Norfolk Southern Corporation
-1.42%
-$5,033.95 
CBRL Cracker Barrel Old Country Store, Inc.
-1.35%
-$9,063.95 
JXN Jackson Financial Inc.
-1.32%
-$34,811.86 
WFC Wells Fargo & Company
-1.27%
-$13,849.47 
PNC The PNC Financial Services Group, Inc.
-1.26%
-$6,536.31 
MDLZ Mondelez International, Inc.
-1.22%
-$3,980.53 
LNC Lincoln National Corporation
-1.14%
-$3,816 
D Dominion Energy, Inc.
-1.13%
-$60,516.76 
NVO Novo Nordisk A/S Sponsored ADR
-1.11%
-$6,896.96 
SLG SL Green Realty Corp.
-1.11%
-$12,661.41 
NEE NextEra Energy, Inc.
-1.09%
-$11,949.43 
ILMN Illumina, Inc.
-1.08%
-$7,969.65 
PFE Pfizer Inc.
-1.06%
-$2,431.11 
MCO Moody's Corporation
-1.06%
-$3,888 
GIS General Mills, Inc.
-1.03%
-$6,575.4 
VTRS Viatris Inc.
-1.01%
-$4,917.5 
ZION Zions Bancorporation, National Association
-1%
-$5,067.36 
AEP American Electric Power Company, Inc.
-0.98%
-$2,570.1 
GILD Gilead Sciences Inc.
-0.98%
-$5,217.92 
PG Procter & Gamble Co
-0.98%
-$17,701.6 
VHT Vanguard Health Care ETF
-0.96%
-$3,427.9 
BAC Bank of America Corporation
-0.95%
-$33,106.32 
VGK Vanguard FTSE Europe ETF
-0.95%
-$4,668.62 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
-0.91%
-$5,686.87 
COST Costco Wholesale Corporation
-0.88%
-$2,852.77 
JPM JPMorgan Chase & Co.
-0.82%
-$25,037.46 
SBUX Starbucks Corporation
-0.81%
-$4,527.04 
NUMV Nuveen ESG Mid-Cap Value ETF
-0.78%
-$6,234.15 
SO The Southern Company
-0.72%
-$49,330.17 
PRU Prudential Financial, Inc.
-0.66%
-$6,830.34 
XLU Utilities Select Sector SPDR Fund
-0.65%
-$1,970.01 
VIG Vanguard Dividend Appreciation ETF
-0.64%
-$9,626.31 
VNQ Vanguard Real Estate ETF
-0.63%
-$4,811.31 
DFNL Davis Select Financial ETF
-0.62%
-$1,760 
SDY SPDR S&P Dividend ETF
-0.6%
-$1,500.35 
DVY iShares Select Dividend ETF
-0.59%
-$1,778.88 
ABBV AbbVie Inc.
-0.58%
-$4,005.12 
DBEF Xtrackers MSCI EAFE Hedged Equity ETF
-0.54%
-$2,261.76 
IJH iShares Core S&P Mid-Cap ETF
-0.53%
-$3,763.2 
SBI Western Asset Intermediate Bond Fund
-0.51%
-$6,760.74 
AFL Aflac Inc.
-0.5%
-$6,191.87 
CGCV Capital Group Conservative Equity ETF
-0.44%
-$42,402.21 
SCHD Schwab U.S. Dividend Equity ETF
-0.44%
-$973.97 
IJR iShares Core S&P Small-Cap ETF
-0.41%
-$3,054 
GNRC Generac Holdings Inc.
-0.41%
-$1,099.99 
RDIV Invesco S&P Ultra Dividend Revenue ETF
-0.41%
-$1,275 
PSKY Paramount Skydance Corporation Class B Common Stock
-0.4%
-$421.12 
YUM Yum! Brands, Inc.
-0.4%
-$1,014.98 
VB Vanguard Small-Cap ETF
-0.39%
-$1,064.89 
MCD McDonald's Corporation
-0.38%
-$1,249.51 
VTV Vanguard Value ETF
-0.37%
-$979.29 
RSP Invesco S&P 500 Equal Weight ETF
-0.36%
-$1,286.52 
CGDG Capital Group Dividend Growers ETF
-0.36%
-$1,240.79 
EIX Edison International
-0.34%
-$19,056.7 
CGCB Capital Group Core Bond ETF
-0.33%
-$1,581.68 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.32%
-$2,835.54 
CSCO Cisco Systems, Inc.
-0.32%
-$1,468.44 
VZ Verizon Communications Inc.
-0.3%
-$3,297.45 
DIVO Amplify CWP Enhanced Dividend Income ETF
-0.29%
-$3,189.11 
CGCP Capital Group Core Plus Income ETF
-0.29%
-$1,151.83 
RJF Raymond James Financial Inc.
-0.27%
-$729.56 
NAD Nuveen Quality Municipal Income Fund
-0.25%
-$303.45 
PM Philip Morris International Inc.
-0.24%
-$1,858.38 
CGDV Capital Group Dividend Value ETF
-0.24%
-$9,582.37 
ADP Automatic Data Processing Inc.
-0.23%
-$604.9 
LIN Linde plc
-0.22%
-$506.25 
VO Vanguard Mid-Cap ETF
-0.21%
-$559.02 
CGMS Capital Group U.S. Multi-Sector Income ETF
-0.2%
-$608.41 
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF
-0.18%
-$2,320.5 
CGBL Capital Group Core Balanced ETF
-0.15%
-$2,511.08 
VSGX Vanguard ESG International Stock ETF
-0.14%
-$407 
NKSH National Bankshares Inc.
-0.14%
-$500 
CGHM Capital Group Municipal High-Income ETF
-0.14%
-$368.58 
CGMU Capital Group Municipal Income ETF
-0.13%
-$710.43 
HYMB SPDR Nuveen ICE High Yield Municipal Bond ETF
-0.12%
-$520.73 
BINC iShares Flexible Income Active ETF
-0.12%
-$5,552.76 
ADI Analog Devices, Inc.
-0.11%
-$583.84 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.11%
-$1,084.23 
IVV iShares Core S&P 500 ETF
-0.1%
-$455.94 
IBDT iShares iBonds Dec 2028 Term Corporate ETF
-0.1%
-$256.62 
VOO Vanguard S&P 500 ETF
-0.1%
-$977.6 
MO Altria Group, Inc.
-0.08%
-$357.54 
NZF Nuveen Municipal Credit Income Fund
-0.08%
-$1,342.3 
C Citigroup Inc.
-0.08%
-$1,272.63 
RVT Royce Small-Cap Trust, Inc.
-0.06%
-$180.96 
MMU Western Asset Managed Municipals Fund
-0.06%
-$226.53 
CGGO Capital Group Global Growth Equity ETF
-0.05%
-$4,739.28 
PFF iShares Preferred and Income Securities ETF
-0.05%
-$725.25 
CB Chubb Limited
-0.05%
-$234.6 
DAL Delta Air Lines, Inc.
-0.03%
-$723.25 
PFXF VanEck Preferred Securities ex Financials ETF
-0.03%
-$51 
MAR Marriott International Inc. - Class A
-0.01%
-$37.29 Events
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Dividends
Dividend Analysis
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| Trades 2495 | Longs Won 1559/2495 62% | Profit Factor 3.45 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $150,070.44 |
| Average Win $46,257.91 | Best Trade (Jul 22) $3.07M | Sharpe Ratio -13.13 |
| Average Loss -$22,338.83 | Worst Trade (Jul 24) -$1.91M | Z-Score 5.76 (100%) |
| Commissions $0 | Avg. Trade Length 1y 6m 2w 6d | Expectancy $20,523.82 |
| 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 | 9,346 | 8,411 | 7,477 | 6,542 | 5,607 | 4,673 | 3,738 | 2,804 | 1,869 | 935 |
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Returns
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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: AT&T Inc - $1.68M, Jackson Financial Inc - $1.5M, Micron Technology, Inc - $1.34M, The Southern Company - $958,224.07, and Edison International - $791,395.05. 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: Bank of America Corporation - $648,329.17, Walker & Dunlop Inc - $619,806.75, Pfizer Inc - $579,289.73, Whirlpool Corporation - $325,244.15, and QuantumScape Corp - $282,141.73. 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 $16.42M earned over time. The largest contributors to dividend income include The Southern Company - $853,376.74, Edison International - $784,479.58, Dominion Energy, Inc - $695,105.82, AT&T Inc - $596,554.76, 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.
