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:
117.69%
Gain +0.54%
Monthly
1.52%
Yearly
19.87%
Drawdown
25.9%
$414.42M
Equity
Holdings
$414.42M
Investment
$268.67M
$207.87M
Profit +$629,637.98
Realized
$62.12M
Unrealized
$145.75M
Dividends
$18.33M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.54%
Profit
$629,637.98
Win %
74%
This Week
Compared To Last Week
Gain
-1.13%
Profit
-$4.75M
Win %
74%
This Month
Compared to last month
Gain
0.62%
Profit
$2.56M
Win %
74%
This Year
Compared to last year
Gain
6.35%
Profit
$24.75M
Win %
75%
NOW ServiceNow, Inc.
+6.44%
+$73,102.63 
AJG Arthur J. Gallagher & Co.
+5.81%
+$145,149.64 
LEN Lennar Corporation
+5.07%
+$12,109.98 
NXPI NXP Semiconductors N.V.
+4.65%
+$11,820.77 
ZTS Zoetis Inc.
+4.46%
+$12,028.8 
BLK BlackRock, Inc.
+4.23%
+$27,485.13 
HONA Honeywell Aerospace Inc.
+4.23%
+$25,745.04 
MAS Masco Corporation
+4.05%
+$10,160.96 
SPGI S&P Global Inc.
+4.04%
+$8,260 
HD The Home Depot, Inc.
+3.95%
+$13,339.03 
LLY Eli Lilly and Company
+3.89%
+$17,343 
SYK Stryker Corporation
+3.88%
+$79,905.76 
TMO Thermo Fisher Scientific Inc.
+3.84%
+$109,032.4 
UNH UnitedHealth Group Incorporated
+3.63%
+$31,740 
LOW Lowe's Companies Inc.
+3.55%
+$51,359.13 
BX Blackstone Inc.
+3.28%
+$19,672.44 
IQV IQVIA Holdings Inc.
+3.23%
+$65,504.32 
AZN AstraZeneca PLC American Depositary Shares
+3.2%
+$8,423.37 
CI The Cigna Group
+3.03%
+$7,963.47 
ORCL Oracle Corporation
+2.99%
+$8,084.7 
DHR Danaher Corporation
+2.92%
+$60,260 
BSX Boston Scientific Corporation
+2.67%
+$49,160.2 
LDOS Leidos Holdings Inc.
+2.56%
+$13,395.15 
V Visa Inc. Class A
+2.52%
+$174,817.98 
AMGN Amgen Inc.
+2.5%
+$20,950.18 
KDP Keurig Dr Pepper Inc.
+2.49%
+$8,662.5 
KKR KKR & Co. Inc.
+2.47%
+$10,676.52 
AVY Avery Dennison Corporation
+2.21%
+$8,500.8 
ISRG Intuitive Surgical, Inc.
+2.11%
+$14,307.33 
YMAX YieldMax Universe Fund of Option Income ETFs
+1.97%
+$7,005.68 
ABT Abbott Laboratories
+1.79%
+$36,165.2 
LHX L3Harris Technologies, Inc.
+1.78%
+$50,531 
DAL Delta Air Lines, Inc.
+1.66%
+$5,619.75 
MU Micron Technology, Inc.
+1.63%
+$52,911.92 
WMT Walmart Inc.
+1.56%
+$130,099.18 
FITB Fifth Third Bancorp
+1.54%
+$8,366.81 
T AT&T Inc.
+1.52%
+$17,149.7 
MCD McDonald's Corporation
+1.51%
+$6,678.5 
IWM iShares Russell 2000 ETF
+1.34%
+$2,831.92 
RSP Invesco S&P 500 Equal Weight ETF
+1.28%
+$23,186.79 
MSFT Microsoft Corp.
+1.25%
+$300,086.28 
GS The Goldman Sachs Group, Inc.
+1.19%
+$2,121.36 
IWR iShares Russell Mid-Cap ETF
+1.15%
+$4,072.16 
GAB Gabelli Equity Trust Inc.
+1.07%
+$1,772.27 
TRMK Trustmark Corporation
+1.05%
+$4,789.5 
SPFI South Plains Financial Inc.
+1.05%
+$17,201.8 
TJX The TJX Companies, Inc.
+0.98%
+$46,272.8 
CB Chubb Limited
+0.9%
+$30,832.22 
EQH Equitable Holdings, Inc.
+0.85%
+$13,158 
AME Ametek Inc.
+0.81%
+$1,890.5 
FCX Freeport-McMoRan Inc.
+0.79%
+$7,668.1 
AVDE Avantis International Equity ETF
+0.71%
+$45,590.46 
FTV Fortive Corporation
+0.66%
+$4,059.16 
NEE NextEra Energy, Inc.
+0.64%
+$2,409.86 
UNP Union Pacific Corporation
+0.59%
+$9,518.14 
BAC Bank of America Corporation
+0.56%
+$17,156.98 
JEPI JPMorgan Equity Premium Income Fund
+0.56%
+$2,005.44 
GOOGL Alphabet Inc
+0.5%
+$70,337.36 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.47%
+$20,923.9 
IWB iShares Russell 1000 ETF
+0.46%
+$1,697.5 
BSCW Invesco BulletShares 2032 Corporate Bond ETF
+0.46%
+$2,263.5 
GOOG Alphabet Inc
+0.41%
+$17,052.12 
AMZN Amazon.com Inc
+0.4%
+$29,331.34 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
+0.4%
+$1,103.34 
SPYM State Street SPDR Portfolio S&P 500 ETF
+0.4%
+$109,067.04 
ADI Analog Devices, Inc.
+0.4%
+$1,132.79 
VOO Vanguard S&P 500 ETF
+0.39%
+$4,562 
BSCV Invesco BulletShares 2031 Corporate Bond ETF
+0.38%
+$3,668.7 
BSCU Invesco BulletShares 2030 Corporate Bond ETF
+0.37%
+$2,507.58 
SPY SPDR S&P 500 ETF Trust
+0.36%
+$244,836.55 
TSME Thrivent Small-Mid Cap ESG ETF
+0.36%
+$2,391.51 
ABBV AbbVie Inc.
+0.23%
+$664.16 
LIN Linde plc
+0.21%
+$1,524.27 
OEF iShares S&P 100 ETF
+0.2%
+$1,650.11 
BSCT Invesco BulletShares 2029 Corporate Bond ETF
+0.15%
+$2,741.08 
EGP EastGroup Properties Inc.
+0.14%
+$465.92 
META Meta Platforms Inc Class A
+0.13%
+$5,221.31 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+0.12%
+$489.3 
BSCS Invesco BulletShares 2028 Corporate Bond ETF
+0.1%
+$915.9 
JNJ Johnson & Johnson
+0.08%
+$271 
BRK-B Berkshire Hathaway Inc.
+0.07%
+$227.12 
BSCR Invesco BulletShares 2027 Corporate Bond ETF
+0.05%
+$180.58 
AVDV Avantis International Small Cap Value ETF
+0.02%
+$934.3 
QQQ Invesco QQQ Trust, Series 1
+0.02%
+$58.43 
HONIV Honeywell International Inc.
0%
$0 
VRT Vertiv Holdings Co
-3.83%
-$12,281.86 
CSCO Cisco Systems, Inc.
-3.62%
-$20,562.92 
AMAT Applied Materials, Inc.
-3.34%
-$36,750.56 
LRCX Lam Research Corporation
-3.04%
-$27,035.87 
BKR Baker Hughes Company
-2.6%
-$9,336.96 
WDC Western Digital Corporation
-2.52%
-$14,740.78 
CRWD CrowdStrike Holdings, Inc.
-2.12%
-$10,782.08 
HUBB Hubbell Inc.
-2.1%
-$43,843.92 
NVDA NVIDIA Corporation
-1.68%
-$1.34M 
XOM Exxon Mobil Corporation
-1.66%
-$36,473.57 
INTC Intel Corporation
-1.48%
-$15,143.8 
CVX Chevron Corporation
-1.4%
-$16,940.13 
GEV GE Vernova Inc.
-1.33%
-$11,041.19 
CAT Caterpillar Inc.
-1.28%
-$8,109.64 
FTNT Fortinet Inc.
-1.2%
-$4,497.36 
IEX IDEX Corporation
-1.16%
-$24,163.8 
TSLA Tesla, Inc.
-1.07%
-$11,609.22 
CHY Calamos Convertible and High Income Fund
-1.04%
-$6,151.32 
PANW Palo Alto Networks, Inc.
-1.02%
-$115,746.7 
COP ConocoPhillips
-0.89%
-$11,734.38 
AMD Advanced Micro Devices, Inc.
-0.86%
-$7,286.11 
MLPA Global X MLP ETF
-0.78%
-$1,976.52 
AVGO Broadcom Inc.
-0.5%
-$15,109.82 
VGT Vanguard Information Technology ETF
-0.31%
-$2,442.64 
JPM JPMorgan Chase & Co.
-0.14%
-$4,815.08 
CHI Calamos Convertible Opportunities and Income Fund
-0.09%
-$551.09 
AAPL Apple Inc.
-0.08%
-$28,545.86 
RTX RTX Corporation
-0.07%
-$4,486.75 
COST Costco Wholesale Corporation
-0.05%
-$1,925.04 Events
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Dividends
Dividend Analysis
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| Trades 1696 | Longs Won 1218/1696 71% | Profit Factor 9.55 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $803,424.3 |
| Average Win $190,631.23 | Best Trade (Oct 15) $18.08M | Sharpe Ratio -13.92 |
| Average Loss -$50,882.37 | Worst Trade (Jun 29) -$1.23M | Z-Score 0.6 (44.91%) |
| Commissions $0 | Avg. Trade Length 2y 4m 1w 2d | Expectancy $122,563.13 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 8,130 | 7,317 | 6,504 | 5,691 | 4,878 | 4,065 | 3,252 | 2,439 | 1,626 | 813 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 109,796 | $24.9M | $37.63M | - | $12.73M | 51.12% | -0.076% |
| ABBV AbbVie Inc. | 1,014 | $236,103.23 | $288,112.89 | - | $52,009.66 | 22.03% | +0.231% |
| ABT Abbott Laboratories | 19,655 | $1.88M | $2.06M | - | $178,654.79 | 9.5% | +1.787% |
| ADI Analog Devices, Inc. | 708 | $225,243 | $286,860.36 | - | $61,617.36 | 27.36% | +0.396% |
| AJG Arthur J. Gallagher & Co. | 10,541 | $1.44M | $2.64M | - | $1.21M | 83.96% | +5.809% |
| AMAT Applied Materials, Inc. | 2,464 | $1.78M | $1.06M | - | -$717,726.24 | -40.29% | -3.339% |
| AMD Advanced Micro Devices, Inc. | 1,490 | $865,556 | $843,235.7 | - | -$22,320.3 | -2.58% | -0.857% |
| AME Ametek Inc. | 950 | $180,444.61 | $236,379 | - | $55,934.39 | 31% | +0.806% |
| AMGN Amgen Inc. | 1,969 | $523,207.59 | $859,960.75 | - | $336,753.16 | 64.36% | +2.497% |
| AMZN Amazon.com Inc | 28,616 | $5.71M | $7.3M | - | $1.59M | 27.87% | +0.403% |
| AVDE Avantis International Equity ETF | 71,796 | $6.12M | $6.45M | - | $335,956.19 | 5.49% | +0.711% |
| AVDV Avantis International Small Cap Value ETF | 37,372 | $3.75M | $4.01M | - | $259,267.1 | 6.91% | +0.023% |
| AVGO Broadcom Inc. | 8,734 | $942,403.7 | $3.01M | - | $2.07M | 219.29% | -0.5% |
| AVY Avery Dennison Corporation | 2,240 | $228,189.06 | $393,422.4 | - | $165,233.34 | 72.41% | +2.208% |
| AZN AstraZeneca PLC American Depositary Shares | 1,623 | $307,753 | $271,398.06 | - | -$36,354.94 | -11.81% | +3.203% |
| BAC Bank of America Corporation | 59,162 | $1.99M | $3.06M | - | $1.06M | 53.36% | +0.564% |
| BKR Baker Hughes Company | 6,484 | $391,086 | $349,682.12 | - | -$41,403.88 | -10.59% | -2.601% |
| BLK BlackRock, Inc. | 605 | $572,758.32 | $677,128.1 | - | $104,369.78 | 18.22% | +4.231% |
| BRK-B Berkshire Hathaway Inc. | 668 | $339,643.58 | $351,828.92 | - | $12,185.34 | 3.59% | +0.065% |
| BSCR Invesco BulletShares 2027 Corporate Bond ETF | 18,058 | $355,728.91 | $353,846.51 | - | -$1,882.4 | -0.53% | +0.051% |
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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 - $12.67M, Apple Inc - $8.43M, Microsoft Corp - $5.12M, NVIDIA Corporation - $4.12M, 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 $18.33M earned over time. The largest contributors to dividend income include SPDR S&P 500 ETF Trust - $4.07M, Microsoft Corp - $818,438.79, Apple Inc - $506,673.16, RTX Corporation - $469,430.93, and JPMorgan Chase & Co - $406,214.05. 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.
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