Maggie Hartness Portfolio
Invests via Legacy Wealth Management LLC / MS | Managed by Maggie Hartness
Invests via Legacy Wealth Management LLC / MS
Managed by Maggie Hartness
Automatically Tracked
Operator-turned-venture investor with experience sourcing and scaling early-stage technology companies, focused on fintech, consumer platforms and climate-tech. Maggie Hartness combines operating leadership, board experience and sector-focused investing to evaluate product-market fit, unit economics and growth capital needs. Known for hands-on portfolio support, strategic go-to-market counsel and follow-on capital mobilization; frequently advises founders on metrics-driven scaling and capital strategy.
Operator-turned-venture investor with experience sourcing and scaling early-stage technology companies, focused on fintech, consumer platforms and climate-tech. Maggie Hartness combines operating leadership, board experience and sector-focused investing to evaluate product-market fit, unit economics and growth capital needs. Known for hands-on portfolio support, strategic go-to-market counsel and follow-on capital mobilization; frequently advises founders on metrics-driven scaling and capital strategy.
Investment Philosophy & Strategy
Operator-turned-venture investor with experience sourcing and scaling early-stage technology companies, focused on fintech, consumer platforms and climate-tech. Maggie Hartness combines operating leadership, board experience and sector-focused investing to evaluate product-market fit, unit economics and growth capital needs. Known for hands-on portfolio support, strategic go-to-market counsel and follow-on capital mobilization; frequently advises founders on metrics-driven scaling and capital strategy.
Operator-turned-venture investor with experience sourcing and scaling early-stage technology companies, focused on fintech, consumer platforms and climate-tech. Maggie Hartness combines operating leadership, board experience and sector-focused investing to evaluate product-market fit, unit economics and growth capital needs. Known for hands-on portfolio support, strategic go-to-market counsel and follow-on capital mobilization; frequently advises founders on metrics-driven scaling and capital strategy.
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:
106.19%
Gain +0.97%
Monthly
1.53%
Yearly
20.03%
Drawdown
25.9%
$410.99M
Equity
Holdings
$410.99M
Investment
$268.67M
$204.44M
Profit +$2.43M
Realized
$62.12M
Unrealized
$142.32M
Dividends
$17.56M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.97%
Profit
$2.43M
Win %
78%
This Week
Compared To Last Week
Gain
0.6%
Profit
$2.43M
Win %
78%
This Month
Compared to last month
Gain
3.54%
Profit
$14.05M
Win %
78%
This Year
Compared to last year
Gain
5.47%
Profit
$21.32M
Win %
78%
AMZN Amazon.com Inc
+15.32%
+$1.03M 
GOOG Alphabet Inc
+6.88%
+$279,774.6 
GOOGL Alphabet Inc
+6.73%
+$908,327.28 
VRT Vertiv Holdings Co
+6.18%
+$20,246.74 
FTNT Fortinet Inc.
+4.99%
+$15,669.5 
META Meta Platforms Inc Class A
+3.28%
+$97,169.23 
CRWD CrowdStrike Holdings, Inc.
+3.04%
+$11,528.16 
MSFT Microsoft Corp.
+3.02%
+$613,689.51 
NVDA NVIDIA Corporation
+2.93%
+$2.05M 
LDOS Leidos Holdings Inc.
+2.84%
+$13,828.65 
CVX Chevron Corporation
+2.35%
+$24,620.44 
WDC Western Digital Corporation
+2.21%
+$18,927.28 
CSCO Cisco Systems, Inc.
+2.14%
+$12,128.13 
LHX L3Harris Technologies, Inc.
+1.9%
+$61,713.7 
PANW Palo Alto Networks, Inc.
+1.89%
+$185,859.15 
ORCL Oracle Corporation
+1.81%
+$4,788.63 
ZTS Zoetis Inc.
+1.66%
+$4,510.8 
BSX Boston Scientific Corporation
+1.59%
+$31,206.04 
FTV Fortive Corporation
+1.25%
+$7,797.86 
COP ConocoPhillips
+1.22%
+$13,503.86 
CHI Calamos Convertible Opportunities and Income Fund
+1.21%
+$8,266.35 
HONA Honeywell Aerospace Inc.
+1.18%
+$9,394.44 
AMAT Applied Materials, Inc.
+1.18%
+$14,537.65 
TSME Thrivent Small-Mid Cap ESG ETF
+1.09%
+$7,536.88 
NOW ServiceNow, Inc.
+1.05%
+$9,406.44 
BKR Baker Hughes Company
+0.98%
+$3,825.56 
CHY Calamos Convertible and High Income Fund
+0.96%
+$6,151.32 
OEF iShares S&P 100 ETF
+0.95%
+$7,463.2 
UNP Union Pacific Corporation
+0.92%
+$15,037.5 
MLPA Global X MLP ETF
+0.87%
+$2,305.94 
GEV GE Vernova Inc.
+0.85%
+$7,346.04 
MCD McDonald's Corporation
+0.82%
+$4,070.02 
TSLA Tesla, Inc.
+0.76%
+$6,971.38 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$466,937.48 
VOO Vanguard S&P 500 ETF
+0.71%
+$7,975.33 
AME Ametek Inc.
+0.71%
+$1,615.01 
CAT Caterpillar Inc.
+0.7%
+$4,779.8 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.68%
+$178,748.76 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$1,789.32 
IWB iShares Russell 1000 ETF
+0.64%
+$2,257.51 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
+0.62%
+$1,669.92 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+0.57%
+$2,306.7 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$22,804.7 
KKR KKR & Co. Inc.
+0.45%
+$2,271.6 
RTX RTX Corporation
+0.39%
+$30,150.96 
AVGO Broadcom Inc.
+0.37%
+$12,576.96 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$1,242.48 
SPFI South Plains Financial Inc.
+0.36%
+$6,160 
BAC Bank of America Corporation
+0.36%
+$13,015.64 
JEPI JPMorgan Equity Premium Income Fund
+0.33%
+$1,190.73 
YMAX YieldMax Universe Fund of Option Income ETFs
+0.27%
+$966.3 
JPM JPMorgan Chase & Co.
+0.27%
+$9,332.32 
JNJ Johnson & Johnson
+0.21%
+$718.15 
ADI Analog Devices, Inc.
+0.2%
+$523.91 
T AT&T Inc.
+0.17%
+$1,959.96 
CB Chubb Limited
+0.15%
+$5,171.21 
ISRG Intuitive Surgical, Inc.
+0.1%
+$580.66 
WMT Walmart Inc.
+0.09%
+$7,187.94 
ABT Abbott Laboratories
+0.09%
+$1,768.95 
BSCR Invesco BulletShares 2027 Corporate Bond ETF
0%
$0 
HONIV Honeywell International Inc.
0%
$0 
AAPL Apple Inc.
-7.35%
-$2.69M 
NXPI NXP Semiconductors N.V.
-6.53%
-$18,416 
SYK Stryker Corporation
-6.42%
-$163,171.35 
LIN Linde plc
-5.95%
-$43,513.89 
MU Micron Technology, Inc.
-5.9%
-$182,976.51 
CI The Cigna Group
-2.99%
-$7,809.28 
AVY Avery Dennison Corporation
-2.91%
-$11,401.62 
AJG Arthur J. Gallagher & Co.
-2.75%
-$74,208.53 
EQH Equitable Holdings, Inc.
-2.52%
-$35,965.2 
ABBV AbbVie Inc.
-2.51%
-$6,560.58 
AMD Advanced Micro Devices, Inc.
-1.9%
-$13,767.63 
UNH UnitedHealth Group Incorporated
-1.68%
-$15,610.58 
LEN Lennar Corporation
-1.67%
-$4,551.4 
LRCX Lam Research Corporation
-1.58%
-$14,588.83 
KDP Keurig Dr Pepper Inc.
-1.43%
-$4,725 
IEX IDEX Corporation
-1.42%
-$29,066.6 
DAL Delta Air Lines, Inc.
-1.3%
-$5,088.75 
FCX Freeport-McMoRan Inc.
-1.28%
-$11,293.02 
TJX The TJX Companies, Inc.
-1.21%
-$63,459.51 
IQV IQVIA Holdings Inc.
-1.17%
-$21,472.93 
NEE NextEra Energy, Inc.
-1.15%
-$4,819.72 
LOW Lowe's Companies Inc.
-1.08%
-$17,426.81 
INTC Intel Corporation
-1.02%
-$9,712.92 
AZN AstraZeneca PLC American Depositary Shares
-0.99%
-$2,759.1 
XOM Exxon Mobil Corporation
-0.97%
-$18,981.18 
MAS Masco Corporation
-0.87%
-$2,278.08 
SPGI S&P Global Inc.
-0.74%
-$1,535.01 
BLK BlackRock, Inc.
-0.73%
-$4,827.89 
GAB Gabelli Equity Trust Inc.
-0.71%
-$1,288.92 
AMGN Amgen Inc.
-0.64%
-$4,883.14 
GS The Goldman Sachs Group, Inc.
-0.63%
-$1,315.44 
DHR Danaher Corporation
-0.61%
-$10,948 
LLY Eli Lilly and Company
-0.53%
-$2,261.97 
AVDV Avantis International Small Cap Value ETF
-0.48%
-$18,686 
IWM iShares Russell 2000 ETF
-0.47%
-$1,081.41 
AVDE Avantis International Equity ETF
-0.46%
-$30,154.32 
TMO Thermo Fisher Scientific Inc.
-0.43%
-$10,406.24 
HD The Home Depot, Inc.
-0.42%
-$1,590.18 
VGT Vanguard Information Technology ETF
-0.38%
-$2,764.04 
IWR iShares Russell Mid-Cap ETF
-0.28%
-$1,018.04 
EGP EastGroup Properties Inc.
-0.27%
-$948.49 
BX Blackstone Inc.
-0.25%
-$1,809 
HUBB Hubbell Inc.
-0.24%
-$5,018.32 
COST Costco Wholesale Corporation
-0.24%
-$8,440.45 
BSCW Invesco BulletShares 2032 Corporate Bond ETF
-0.22%
-$1,131.75 
TRMK Trustmark Corporation
-0.19%
-$927 
RSP Invesco S&P 500 Equal Weight ETF
-0.17%
-$3,165.77 
FITB Fifth Third Bancorp
-0.16%
-$984.33 
BSCV Invesco BulletShares 2031 Corporate Bond ETF
-0.15%
-$1,528.62 
BSCU Invesco BulletShares 2030 Corporate Bond ETF
-0.12%
-$835.86 
BSCT Invesco BulletShares 2029 Corporate Bond ETF
-0.05%
-$989.56 
BSCS Invesco BulletShares 2028 Corporate Bond ETF
-0.05%
-$457.95 
V Visa Inc. Class A
-0.04%
-$2,482.02 Events
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Dividends
Dividend Analysis
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| Trades 1696 | Longs Won 1237/1696 72% | Profit Factor 9.66 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $786,270.72 |
| Average Win $184,351.44 | Best Trade (Aug 28) $19.1M | Sharpe Ratio -13.01 |
| Average Loss -$51,421.82 | Worst Trade (Jun 29) -$1.23M | Z-Score 3.38 (99.93%) |
| Commissions $0 | Avg. Trade Length 2y 3m 3w 6d | Expectancy $120,542.52 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 8,000 | 7,200 | 6,400 | 5,600 | 4,800 | 4,000 | 3,200 | 2,400 | 1,600 | 800 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 109,796 | $24.9M | $33.92M | - | $9.02M | 36.22% | -7.354% |
| ABBV AbbVie Inc. | 1,014 | $236,103.23 | $254,453.16 | - | $18,349.93 | 7.77% | -2.513% |
| ABT Abbott Laboratories | 19,655 | $1.88M | $2.08M | - | $196,147.74 | 10.43% | +0.085% |
| ADI Analog Devices, Inc. | 708 | $225,243 | $260,126.28 | - | $34,883.28 | 15.49% | +0.202% |
| AJG Arthur J. Gallagher & Co. | 10,541 | $1.44M | $2.63M | - | $1.19M | 82.94% | -2.745% |
| AMAT Applied Materials, Inc. | 2,464 | $1.78M | $1.25M | - | -$530,573.1 | -29.78% | +1.176% |
| AMD Advanced Micro Devices, Inc. | 1,490 | $865,556 | $709,463.49 | - | -$156,092.51 | -18.03% | -1.904% |
| AME Ametek Inc. | 950 | $180,444.61 | $229,624.51 | - | $49,179.9 | 27.25% | +0.708% |
| AMGN Amgen Inc. | 1,969 | $523,207.59 | $758,380.04 | - | $235,172.45 | 44.95% | -0.64% |
| AMZN Amazon.com Inc | 28,616 | $5.71M | $7.77M | - | $2.06M | 36.13% | +15.321% |
| AVDE Avantis International Equity ETF | 71,796 | $6.12M | $6.55M | - | $429,649.97 | 7.02% | -0.458% |
| AVDV Avantis International Small Cap Value ETF | 37,372 | $3.75M | $3.91M | - | $159,670.72 | 4.26% | -0.476% |
| AVGO Broadcom Inc. | 8,734 | $942,403.7 | $3.4M | - | $2.46M | 260.78% | +0.371% |
| AVY Avery Dennison Corporation | 2,240 | $228,189.06 | $380,195.2 | - | $152,006.14 | 66.61% | -2.912% |
| AZN AstraZeneca PLC American Depositary Shares | 1,623 | $307,753 | $275,325.72 | - | -$32,427.28 | -10.54% | -0.992% |
| BAC Bank of America Corporation | 59,162 | $1.99M | $3.67M | - | $1.67M | 83.84% | +0.356% |
| BKR Baker Hughes Company | 6,484 | $391,086 | $392,217.16 | - | $1,131.16 | 0.29% | +0.985% |
| BLK BlackRock, Inc. | 605 | $572,758.32 | $659,685.96 | - | $86,927.64 | 15.18% | -0.727% |
| BRK-B Berkshire Hathaway Inc. | 668 | $339,643.58 | $341,708.72 | - | $2,065.14 | 0.61% | +0.365% |
| BSCR Invesco BulletShares 2027 Corporate Bond ETF | 18,058 | $355,728.91 | $354,027.09 | - | -$1,701.82 | -0.48% | 0.0 |
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FAQ
Which stocks have generated the highest profits for Maggie Hartness?
The largest contributions to the portfolio's profits come from the following stocks: SPDR S&P 500 ETF Trust - $12.51M, Apple Inc - $8.43M, Microsoft Corp - $5.08M, NVIDIA Corporation - $4.03M, and Palo Alto Networks, Inc - $3.86M. 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: Palantir Technologies Inc - $1.25M, Global Payments Inc - $600,706.93, Adobe Inc - $505,487.18, M&T Bank Corporation - $495,508.13, and PayPal Holdings Inc - $464,680.07. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Maggie Hartness's portfolio generate?
The portfolio generates substantial dividend income, with a total of $17.56M earned over time. The largest contributors to dividend income include SPDR S&P 500 ETF Trust - $3.91M, Microsoft Corp - $777,436.01, Apple Inc - $506,673.16, RTX Corporation - $443,228.31, and JPMorgan Chase & Co - $389,832.85. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Maggie Hartness's monthly returns?
Maggie Hartness'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 Maggie Hartness's strategy be considered aggressive or moderate?
Maggie Hartness's strategy appears moderately aggressive. The portfolio shows a clear focus on growth, with noticeable volatility and risk exposure, although not to an extreme level. This type of strategy may appeal to users seeking higher returns while accepting meaningful fluctuations along the way.
Should beginners follow Maggie Hartness's strategy?
Maggie Hartness's strategy is unlikely to be suitable for beginners. The portfolio shows signs of high risk, significant volatility, or structural complexity, which can make it difficult to follow and potentially stressful for less experienced users. This type of approach is generally better suited to more advanced investors.
