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:
-1.73%
Gain
Monthly
0.65%
Yearly
8.06%
Drawdown
50.32%
$395.99M
Equity
Holdings
$395.99M
Investment
$268.67M
$194.7M
Profit -$3.77M
Realized
$67.39M
Unrealized
$127.31M
Dividends
$17.27M
Goals
Avg. 66% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$3.77M
Win %
76%
This Week
Compared To Last Week
Gain
-0.57%
Profit
-$2.28M
Win %
76%
This Month
Compared to last month
Gain
1.6%
Profit
$6.22M
Win %
76%
This Year
Compared to last year
Gain
1.62%
Profit
$6.31M
Win %
77%
HONA Honeywell Aerospace Inc.
+3%
+$24,223.68 
T AT&T Inc.
+2.75%
+$29,644.4 
CB Chubb Limited
+2.52%
+$84,386.34 
COP ConocoPhillips
+2.4%
+$25,238.23 
ABT Abbott Laboratories
+2.29%
+$44,518.57 
ABBV AbbVie Inc.
+2.06%
+$5,313.36 
SPFI South Plains Financial Inc.
+2.03%
+$34,650 
CSCO Cisco Systems, Inc.
+2.02%
+$11,030.11 
PANW Palo Alto Networks, Inc.
+1.99%
+$213,058.05 
WMT Walmart Inc.
+1.99%
+$164,528.74 
CVX Chevron Corporation
+1.98%
+$19,827.08 
JNJ Johnson & Johnson
+1.94%
+$6,571.75 
XOM Exxon Mobil Corporation
+1.88%
+$34,116.5 
BRK-B Berkshire Hathaway Inc.
+1.85%
+$6,088.82 
RTX RTX Corporation
+1.56%
+$109,117.76 
LHX L3Harris Technologies, Inc.
+1.55%
+$52,683.8 
AMGN Amgen Inc.
+1.38%
+$10,081.3 
AVY Avery Dennison Corporation
+1.37%
+$5,013.12 
UNH UnitedHealth Group Incorporated
+1.29%
+$12,033.6 
NEE NextEra Energy, Inc.
+1.26%
+$5,368.5 
AJG Arthur J. Gallagher & Co.
+1.24%
+$33,520.38 
CRWD CrowdStrike Holdings, Inc.
+1.24%
+$5,171.32 
MAS Masco Corporation
+1.21%
+$3,507.52 
EQH Equitable Holdings, Inc.
+1.14%
+$16,374.4 
KDP Keurig Dr Pepper Inc.
+1.05%
+$3,465 
BX Blackstone Inc.
+1.05%
+$7,631.61 
COST Costco Wholesale Corporation
+1%
+$34,946.81 
LLY Eli Lilly and Company
+0.98%
+$4,225.05 
FTNT Fortinet Inc.
+0.95%
+$3,103.37 
UNP Union Pacific Corporation
+0.94%
+$15,938.56 
HD The Home Depot, Inc.
+0.9%
+$3,580.72 
LEN Lennar Corporation
+0.88%
+$2,470.76 
EGP EastGroup Properties Inc.
+0.86%
+$3,186.56 
LDOS Leidos Holdings Inc.
+0.81%
+$3,814.8 
CI The Cigna Group
+0.8%
+$2,049.82 
IEX IDEX Corporation
+0.8%
+$15,934.1 
TJX The TJX Companies, Inc.
+0.74%
+$38,009.8 
LOW Lowe's Companies Inc.
+0.6%
+$10,038.52 
ORCL Oracle Corporation
+0.45%
+$1,160.88 
ZTS Zoetis Inc.
+0.33%
+$895 
FTV Fortive Corporation
+0.29%
+$1,922.76 
BAC Bank of America Corporation
+0.2%
+$7,395.25 
AZN AstraZeneca PLC American Depositary Shares
+0.18%
+$486.9 
BSCV Invesco BulletShares 2031 Corporate Bond ETF
+0.15%
+$1,528.62 
BSCU Invesco BulletShares 2030 Corporate Bond ETF
+0.15%
+$1,044.83 
RSP Invesco S&P 500 Equal Weight ETF
+0.15%
+$2,737.92 
BSCW Invesco BulletShares 2032 Corporate Bond ETF
+0.15%
+$754.5 
BLK BlackRock, Inc.
+0.13%
+$840.95 
KKR KKR & Co. Inc.
+0.13%
+$656.24 
MCD McDonald's Corporation
+0.11%
+$573.5 
BSCT Invesco BulletShares 2029 Corporate Bond ETF
+0.05%
+$989.56 
BSCS Invesco BulletShares 2028 Corporate Bond ETF
+0.05%
+$457.95 
BSCR Invesco BulletShares 2027 Corporate Bond ETF
+0.03%
+$90.29 
SPGI S&P Global Inc.
+0.01%
+$20 
HONIV Honeywell International Inc.
0%
$0 
ISRG Intuitive Surgical, Inc.
-10.76%
-$69,794.51 
AMAT Applied Materials, Inc.
-6.29%
-$86,979.2 
AMD Advanced Micro Devices, Inc.
-4.84%
-$36,117.59 
WDC Western Digital Corporation
-4.31%
-$32,272.48 
LRCX Lam Research Corporation
-4.06%
-$40,414.08 
INTC Intel Corporation
-3.98%
-$40,313.84 
VRT Vertiv Holdings Co
-3.98%
-$16,836.3 
META Meta Platforms Inc Class A
-3.37%
-$123,000.53 
NVDA NVIDIA Corporation
-2.72%
-$2.03M 
TSLA Tesla, Inc.
-2.51%
-$28,978.74 
AVGO Broadcom Inc.
-2.39%
-$78,169.3 
GOOG Alphabet Inc
-2.17%
-$93,542.4 
GOOGL Alphabet Inc
-2.14%
-$307,222.8 
SYK Stryker Corporation
-2.12%
-$51,274.15 
FITB Fifth Third Bancorp
-2.1%
-$13,671.25 
CHY Calamos Convertible and High Income Fund
-2.04%
-$13,840.47 
GS The Goldman Sachs Group, Inc.
-1.99%
-$4,413.22 
VGT Vanguard Information Technology ETF
-1.97%
-$14,463 
MSFT Microsoft Corp.
-1.97%
-$355,885.66 
DAL Delta Air Lines, Inc.
-1.94%
-$7,456.12 
NXPI NXP Semiconductors N.V.
-1.9%
-$5,916.15 
YMAX YieldMax Universe Fund of Option Income ETFs
-1.84%
-$6,764.1 
QQQ Invesco QQQ Trust, Series 1
-1.81%
-$5,158.4 
CAT Caterpillar Inc.
-1.67%
-$12,316.23 
AME Ametek Inc.
-1.64%
-$3,690.75 
ADI Analog Devices, Inc.
-1.61%
-$4,340.04 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
-1.6%
-$6,640.5 
CHI Calamos Convertible Opportunities and Income Fund
-1.48%
-$10,470.71 
AVDV Avantis International Small Cap Value ETF
-1.38%
-$53,441.96 
FCX Freeport-McMoRan Inc.
-1.23%
-$10,038.24 
TMO Thermo Fisher Scientific Inc.
-1.22%
-$28,016.53 
TSME Thrivent Small-Mid Cap ESG ETF
-1.19%
-$8,478.99 
MU Micron Technology, Inc.
-1.08%
-$32,817.44 
V Visa Inc. Class A
-1.08%
-$69,679.08 
OEF iShares S&P 100 ETF
-1.04%
-$8,315.24 
GAB Gabelli Equity Trust Inc.
-0.96%
-$1,772.27 
TRMK Trustmark Corporation
-0.92%
-$4,532 
MLPA Global X MLP ETF
-0.87%
-$2,258.88 
VOO Vanguard S&P 500 ETF
-0.81%
-$9,164.8 
BKR Baker Hughes Company
-0.81%
-$2,950.22 
AMZN Amazon.com Inc
-0.79%
-$56,516.89 
SPY SPDR S&P 500 ETF Trust
-0.79%
-$517,650.72 
SPYM State Street SPDR Portfolio S&P 500 ETF
-0.78%
-$209,045.16 
IWB iShares Russell 1000 ETF
-0.77%
-$2,756.25 
SPTM SPDR Portfolio S&P 1500 Composite Stock Market ETF
-0.74%
-$2,012.85 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.74%
-$32,208.7 
AVDE Avantis International Equity ETF
-0.72%
-$46,667.4 
AAPL Apple Inc.
-0.7%
-$254,727.82 
BSX Boston Scientific Corporation
-0.67%
-$12,824.4 
GEV GE Vernova Inc.
-0.63%
-$5,737.16 
IQV IQVIA Holdings Inc.
-0.52%
-$8,449.76 
IWM iShares Russell 2000 ETF
-0.3%
-$700.2 
HUBB Hubbell Inc.
-0.29%
-$6,074.76 
DHR Danaher Corporation
-0.21%
-$3,956 
NOW ServiceNow, Inc.
-0.15%
-$1,297.44 
JPM JPMorgan Chase & Co.
-0.14%
-$4,765.34 
IWR iShares Russell Mid-Cap ETF
-0.08%
-$295.56 
JEPI JPMorgan Equity Premium Income Fund
-0.06%
-$219.34 
LIN Linde plc
-0.03%
-$251.65 Events
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Dividends
Dividend Analysis
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| Trades 1696 | Longs Won 1212/1696 71% | Profit Factor 11.73 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $711,917.4 |
| Average Win $175,623.25 | Best Trade (Jul 15) $17.36M | Sharpe Ratio -14.01 |
| Average Loss -$37,507.84 | Worst Trade (Jun 29) -$1.23M | Z-Score 2.78 (99.46%) |
| Commissions $0 | Avg. Trade Length 2y 3m 2w | Expectancy $114,800.46 |
| 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 | 10,526 | 9,474 | 8,421 | 7,368 | 6,316 | 5,263 | 4,211 | 3,158 | 2,105 | 1,053 |
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Returns
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