LS
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:
33.62%
Gain +0.44%
Monthly
0.41%
Yearly
5.05%
Drawdown
14%
$206.33M
Equity
Holdings
$206.33M
Investment
$157.74M
$51.71M
Profit +$1.08M
Realized
$3.12M
Unrealized
$48.59M
Dividends
$15.78M
Goals
Avg. 87.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.44%
Profit
$1.08M
Win %
79%
This Week
Compared To Last Week
Gain
0.25%
Profit
$511,034.28
Win %
79%
This Month
Compared to last month
Gain
0.61%
Profit
$1.24M
Win %
79%
This Year
Compared to last year
Gain
3.73%
Profit
$7.81M
Win %
79%
ZNTL Zentalis Pharmaceuticals, Inc.
+6.53%
+$5,352.1 
QCOM QUALCOMM Incorporated
+4.28%
+$19,712.26 
GEV GE Vernova Inc.
+3.65%
+$25,385.26 
FCX Freeport-McMoRan Inc.
+3.1%
+$9,543.42 
SCHW Charles Schwab Corporation
+2.73%
+$15,867.94 
CG The Carlyle Group Inc.
+2.69%
+$23,071.2 
AUR Aurora Innovation, Inc.
+2.68%
+$7,712 
RJF Raymond James Financial Inc.
+2.64%
+$6,288.49 
CBRL Cracker Barrel Old Country Store, Inc.
+2.62%
+$14,877.38 
T AT&T Inc.
+2.48%
+$32,069.91 
VZ Verizon Communications Inc.
+2.46%
+$29,296.58 
JPM JPMorgan Chase & Co.
+2.3%
+$64,792.37 
RVT Royce Small-Cap Trust, Inc.
+2.28%
+$7,238.4 
USB U.S. Bancorp
+2.27%
+$5,229.52 
GIS General Mills, Inc.
+2.04%
+$11,633.4 
PM Philip Morris International Inc.
+2.04%
+$14,550.72 
STAG Stag Industrial Inc.
+2.03%
+$4,619.23 
GNRC Generac Holdings Inc.
+1.95%
+$6,275 
LNC Lincoln National Corporation
+1.93%
+$5,604.75 
TFC Truist Financial Corporation
+1.91%
+$19,015.88 
PRU Prudential Financial, Inc.
+1.87%
+$17,205.54 
JUST Goldman Sachs JUST U.S. Large Cap Equity ETF
+1.84%
+$22,681.4 
D Dominion Energy, Inc.
+1.81%
+$90,962.96 
WD Walker & Dunlop Inc.
+1.7%
+$11,681.25 
WFC Wells Fargo & Company
+1.64%
+$16,843.95 
LIN Linde plc
+1.58%
+$3,658.5 
PNC The PNC Financial Services Group, Inc.
+1.58%
+$7,560.81 
BX Blackstone Inc.
+1.57%
+$18,466.1 
DE Deere & Company
+1.55%
+$3,580.2 
OKE ONEOK, Inc.
+1.53%
+$12,250.87 
BAC Bank of America Corporation
+1.52%
+$47,537.28 
DAL Delta Air Lines, Inc.
+1.5%
+$35,583.9 
CAT Caterpillar Inc.
+1.49%
+$7,224.86 
CVS CVS Health Corporation
+1.46%
+$7,889.49 
MAR Marriott International Inc. - Class A
+1.42%
+$6,017.25 
COP ConocoPhillips
+1.39%
+$3,888.91 
MCO Moody's Corporation
+1.37%
+$4,348.8 
ADI Analog Devices, Inc.
+1.35%
+$7,931.68 
RDIV Invesco S&P Ultra Dividend Revenue ETF
+1.33%
+$4,029 
NEE NextEra Energy, Inc.
+1.3%
+$13,612.5 
ABBV AbbVie Inc.
+1.29%
+$7,768.32 
TNGY Tortoise Energy Fund, Inc.
+1.28%
+$2,501.14 
C Citigroup Inc.
+1.27%
+$22,268.66 
APD Air Products and Chemicals, Inc.
+1.26%
+$3,152.49 
ZION Zions Bancorporation, National Association
+1.22%
+$5,700.78 
DVY iShares Select Dividend ETF
+1.2%
+$3,483.64 
AFL Aflac Inc.
+1.17%
+$13,473.52 
ITW Illinois Tool Works Inc.
+1.16%
+$4,436.46 
WHR Whirlpool Corporation
+1.16%
+$4,434.5 
ICE Intercontinental Exchange, Inc.
+1.11%
+$3,840.76 
DFNL Davis Select Financial ETF
+1.09%
+$2,832.5 
XLU Utilities Select Sector SPDR Fund
+1.08%
+$3,172.06 
JNJ Johnson & Johnson
+1.07%
+$25,556.1 
NSC Norfolk Southern Corporation
+1.07%
+$3,439.09 
VTRS Viatris Inc.
+1.04%
+$4,777 
V Visa Inc. Class A
+1.03%
+$2,220.66 
MPC Marathon Petroleum Corporation
+1.03%
+$3,459.88 
IJR iShares Core S&P Small-Cap ETF
+1%
+$7,227.85 
VO Vanguard Mid-Cap ETF
+0.97%
+$2,608.75 
VNQ Vanguard Real Estate ETF
+0.95%
+$7,064.23 
VTV Vanguard Value ETF
+0.94%
+$2,448.22 
RSP Invesco S&P 500 Equal Weight ETF
+0.92%
+$3,203.8 
XLK State Street Technology Select Sector SPDR ETF
+0.92%
+$4,661.97 
SCHD Schwab U.S. Dividend Equity ETF
+0.89%
+$1,947.93 
PG Procter & Gamble Co
+0.85%
+$15,164.17 
EIX Edison International
+0.84%
+$44,709.95 
PCG PG&E Corporation
+0.83%
+$5,600.84 
ESRT Empire State Realty Trust Inc.
+0.83%
+$472.5 
SDY SPDR S&P Dividend ETF
+0.82%
+$2,003.17 
SO The Southern Company
+0.8%
+$53,262.29 
CGDG Capital Group Dividend Growers ETF
+0.76%
+$2,619.43 
GE General Electric Company
+0.75%
+$8,660.22 
SBUX Starbucks Corporation
+0.74%
+$4,000.64 
DIVO Amplify CWP Enhanced Dividend Income ETF
+0.74%
+$8,031.82 
CVX Chevron Corporation
+0.74%
+$7,473.35 
PSX Phillips 66
+0.74%
+$1,596.89 
IJH iShares Core S&P Mid-Cap ETF
+0.73%
+$5,221.44 
VB Vanguard Small-Cap ETF
+0.73%
+$1,990.89 
HD The Home Depot, Inc.
+0.72%
+$71,468.28 
COST Costco Wholesale Corporation
+0.72%
+$2,418.54 
MO Altria Group, Inc.
+0.71%
+$3,039.09 
NUEM Nuveen ESG Emerging Markets Equity Fund
+0.7%
+$2,279.69 
BRK-B Berkshire Hathaway Inc.
+0.69%
+$49,734.25 
CGDV Capital Group Dividend Value ETF
+0.68%
+$27,497.25 
NKSH National Bankshares Inc.
+0.67%
+$2,400 
YUM Yum! Brands, Inc.
+0.65%
+$1,735 
DUK Duke Energy Corporation
+0.64%
+$24,478.85 
EMR Emerson Electric Co.
+0.64%
+$1,542.45 
TSM Taiwan Semiconductor Manufacturing Co. Ltd. ADR
+0.64%
+$6,934.23 
WMB The Williams Companies, Inc.
+0.63%
+$1,321.65 
QQQ Invesco QQQ Trust, Series 1
+0.62%
+$3,633.28 
LW Lamb Weston Holdings, Inc.
+0.62%
+$3,869.04 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.61%
+$6,143.83 
AEP American Electric Power Company, Inc.
+0.58%
+$1,482.75 
IVV iShares Core S&P 500 ETF
+0.58%
+$2,631.61 
VOO Vanguard S&P 500 ETF
+0.58%
+$5,910.75 
NUMV Nuveen ESG Mid-Cap Value ETF
+0.57%
+$4,427.15 
VIG Vanguard Dividend Appreciation ETF
+0.57%
+$8,450.82 
HON Honeywell International Inc.
+0.55%
+$1,341.89 
CGCV Capital Group Conservative Equity ETF
+0.53%
+$49,712.93 
JXN Jackson Financial Inc.
+0.48%
+$10,904.92 
VSS Vanguard FTSE All-World ex-US Small-Cap ETF
+0.47%
+$3,050.99 
PFXF VanEck Preferred Securities ex Financials ETF
+0.46%
+$867 
GOOG Alphabet Inc
+0.46%
+$9,436.56 
WMT Walmart Inc.
+0.45%
+$6,002.09 
SEPI SeaEscape Entertainment, Inc.
+0.43%
+$3,900 
USMV iShares MSCI USA Min Vol Factor ETF
+0.43%
+$1,125.04 
VSGX Vanguard ESG International Stock ETF
+0.41%
+$1,239.5 
PEP PepsiCo, Inc.
+0.4%
+$3,989.24 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+0.4%
+$3,570.68 
DBEF Xtrackers MSCI EAFE Hedged Equity ETF
+0.39%
+$1,610.07 
FAST Fastenal Co.
+0.39%
+$1,362.06 
SBI Western Asset Intermediate Bond Fund
+0.39%
+$5,057.91 
STWD Starwood Property Trust Inc.
+0.35%
+$2,427.42 
GD General Dynamics Corporation
+0.35%
+$822.26 
TCAL T. Rowe Price Capital Appreciation Premium Income ETF
+0.34%
+$9,645 
CGBL Capital Group Core Balanced ETF
+0.32%
+$5,478.72 
CGGO Capital Group Global Growth Equity ETF
+0.32%
+$30,805.32 
MMU Western Asset Managed Municipals Fund
+0.29%
+$1,188.12 
XOM Exxon Mobil Corporation
+0.28%
+$3,120.1 
VUG Vanguard Growth ETF
+0.22%
+$601.92 
ADP Automatic Data Processing Inc.
+0.2%
+$462.88 
TCAF T. Rowe Price Capital Appreciation Equity ETF
+0.18%
+$15,355.97 
VGK Vanguard FTSE Europe ETF
+0.17%
+$856.37 
PFF iShares Preferred and Income Securities ETF
+0.16%
+$2,417.5 
CGGR Capital Group Growth ETF
+0.15%
+$535.29 
PFE Pfizer Inc.
+0.15%
+$366.96 
NVDA NVIDIA Corporation
+0.14%
+$1,970.09 
RY Royal Bank of Canada
+0.12%
+$318.25 
RF-PF Regions Financial Corporation
+0.12%
+$263.97 
BINC iShares Flexible Income Active ETF
+0.12%
+$5,552.76 
ENB Enbridge Inc.
+0.11%
+$412.86 
CB Chubb Limited
+0.1%
+$469.2 
MSFT Microsoft Corp.
+0.1%
+$3,222 
KO The Coca-Cola Company
+0.1%
+$1,673.52 
BXP Boston Properties, Inc.
+0.07%
+$253.3 
AES AES Corporation
+0.07%
+$2,978.54 
CL Colgate-Palmolive Company
+0.07%
+$195.24 
IWF iShares Russell 1000 Growth ETF
+0.06%
+$231.3 
ORCL Oracle Corporation
+0.05%
+$164.95 
TJX The TJX Companies, Inc.
+0.05%
+$168.64 
HYMB SPDR Nuveen ICE High Yield Municipal Bond ETF
+0.02%
+$86.5 
MCD McDonald's Corporation
+0.01%
+$24.51 
BAM
0%
$0 
CGHM Capital Group Municipal High-Income ETF
0%
$0 
IBDT iShares iBonds Dec 2028 Term Corporate ETF
0%
$0 
SNOW
0%
$0 
SQ Block, Inc.
0%
$0 
ILMN Illumina, Inc.
-3.15%
-$20,776.6 
LLY Eli Lilly and Company
-2.41%
-$21,832.82 
QS QuantumScape Corp
-1.94%
-$4,802 
ABT Abbott Laboratories
-1.68%
-$4,131.36 
LMT Lockheed Martin Corporation
-1.53%
-$3,149.08 
AAPL Apple Inc.
-1.52%
-$85,333.5 
LHX L3Harris Technologies, Inc.
-1.43%
-$3,964.89 
MU Micron Technology, Inc.
-1.43%
-$35,122.38 
MRK Merck & Co., Inc.
-1.41%
-$5,128.64 
AMZN Amazon.com Inc
-1.23%
-$14,397.44 
BA Boeing Company
-1.13%
-$12,632.83 
OKTA Okta Inc.
-1.03%
-$4,598 
IBM International Business Machines Corporation
-0.96%
-$39,513.65 
AVGO Broadcom Inc.
-0.91%
-$6,888 
CSCO Cisco Systems, Inc.
-0.6%
-$2,977.67 
MDLZ Mondelez International, Inc.
-0.58%
-$1,976.91 
ETN Eaton Corporation plc
-0.55%
-$6,542.21 
KRP Kimbell Royalty Partners, LP
-0.52%
-$1,964 
UPS United Parcel Service, Inc.
-0.52%
-$4,432.99 
GRAL Grail, Inc.
-0.52%
-$1,550 
NZF Nuveen Municipal Credit Income Fund
-0.43%
-$7,382.65 
NAD Nuveen Quality Municipal Income Fund
-0.4%
-$485.52 
NOC Northrop Grumman Corporation
-0.4%
-$1,451.97 
RTX RTX Corporation
-0.33%
-$2,058.75 
DIS The Walt Disney Company
-0.3%
-$1,367.92 
SLG SL Green Realty Corp.
-0.27%
-$3,109.82 
META Meta Platforms Inc Class A
-0.23%
-$2,108.58 
GILD Gilead Sciences Inc.
-0.22%
-$1,111.04 
CRM Salesforce Inc
-0.22%
-$1,122.48 
JPC Nuveen Preferred & Income Opportunities Fund
-0.19%
-$623.41 
PSKY Paramount Skydance Corporation Class B Common Stock
-0.19%
-$240.64 
NVO Novo Nordisk A/S Sponsored ADR
-0.16%
-$862.12 
VHT Vanguard Health Care ETF
-0.13%
-$436.59 
LOW Lowe's Companies Inc.
-0.1%
-$634.04 
CGCB Capital Group Core Bond ETF
-0.1%
-$465.2 
CGMS Capital Group U.S. Multi-Sector Income ETF
-0.07%
-$221.24 
CGCP Capital Group Core Plus Income ETF
-0.07%
-$272.08 
CGMU Capital Group Municipal Income ETF
-0.06%
-$304.47 
APOS Apollo Global Management, Inc. 7.625% Fixed-Rate Resettable Junior Subordinated Notes due 2053
-0.04%
-$44.6 
TBUX T. Rowe Price Ultra Short-Term Bond ETF
-0.03%
-$320.24 Events
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Dividends
Dividend Analysis
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| Trades 2495 | Longs Won 1572/2495 63% | Profit Factor 3.66 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $146,538.85 |
| Average Win $45,273.46 | Best Trade (Jun 12) $3.16M | Sharpe Ratio -11.84 |
| Average Loss -$21,078.17 | Worst Trade (Jun 10) -$2.04M | Z-Score 6.29 (100%) |
| Commissions $0 | Avg. Trade Length 1y 6m 3d | Expectancy $20,727.35 |
| 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 | 9,804 | 8,824 | 7,843 | 6,863 | 5,882 | 4,902 | 3,922 | 2,941 | 1,961 | 980 |
Hover over the desired column for a detailed explanation.
Returns
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Option values are updated at end of day.
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Option values are updated at end of day.
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