VBG
Vance B. Gray Jr. Portfolio
Invests via Gray Wealth Management Inc. | Managed by Vance B. Gray Jr.
Invests via Gray Wealth Management Inc.
Managed by Vance B. Gray Jr.
Automatically Tracked
Vance B. Gray Jr. Profile
With a robust background in corporate governance and strategic management, Vance B. Gray Jr. has carved out a notable presence in the finance sector. He has held key executive roles where he focused on enhancing operational efficiency and fostering shareholder value across various organizations. His expertise spans multiple industries, providing insights that bridge traditional business practices with innovative solutions to drive growth. Having established himself as a leader committed to transformational initiatives, his contributions extend beyond daily operations—shaping long-term organizational strategies that are relevant in today’s rapidly evolving market landscape.
With a robust background in corporate governance and strategic management, Vance B. Gray Jr. has carved out a notable presence in the finance sector. He has held key executive roles where he focused on enhancing operational efficiency and fostering shareholder value across various organizations. His expertise spans multiple industries, providing insights that bridge traditional business practices with innovative solutions to drive growth. Having established himself as a leader committed to transformational initiatives, his contributions extend beyond daily operations—shaping long-term organizational strategies that are relevant in today’s rapidly evolving market landscape.
Investment Philosophy & Strategy
Exploring avenues for value creation drives investment strategies under Vance B. Gray Jr.'s direction. His extensive experience in corporate governance informs a disciplined approach to identifying promising opportunities that align with long-term strategic goals. Emphasizing operational efficiencies and innovative practices, the investment philosophy is anchored in understanding market dynamics while promoting sustainable growth. A keen focus on transformative initiatives shapes decisions, allowing for agility in adapting to evolving business landscapes and emerging trends.
Exploring avenues for value creation drives investment strategies under Vance B. Gray Jr.'s direction. His extensive experience in corporate governance informs a disciplined approach to identifying promising opportunities that align with long-term strategic goals. Emphasizing operational efficiencies and innovative practices, the investment philosophy is anchored in understanding market dynamics while promoting sustainable growth. A keen focus on transformative initiatives shapes decisions, allowing for agility in adapting to evolving business landscapes and emerging trends.
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:
28.49%
Gain +0.35%
Monthly
0.65%
Yearly
8.12%
Drawdown
12.98%
$321.24M
Equity
Holdings
$321.24M
Investment
$174.76M
$154.2M
Profit +$1.4M
Realized
$7.72M
Unrealized
$146.48M
Dividends
$22.37M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.35%
Profit
$1.4M
Win %
86%
This Week
Compared To Last Week
Gain
-0.46%
Profit
-$1.49M
Win %
86%
This Month
Compared to last month
Gain
-0.87%
Profit
-$2.81M
Win %
86%
This Year
Compared to last year
Gain
7.17%
Profit
$21.49M
Win %
86%
TMC TMC the metals company Inc.
+5.85%
+$7,110 
PWR Quanta Services Inc.
+3.7%
+$29,111.04 
SCHW Charles Schwab Corporation
+2.73%
+$12,008.04 
T AT&T Inc.
+2.48%
+$19,056.24 
VZ Verizon Communications Inc.
+2.46%
+$21,103.01 
JPM JPMorgan Chase & Co.
+2.3%
+$67,214.94 
FIS Fidelity National Information Services, Inc.
+2.22%
+$3,955.05 
PM Philip Morris International Inc.
+2.04%
+$15,875.52 
TSLA Tesla, Inc.
+1.88%
+$6,867.08 
VAW Vanguard Materials ETF
+1.71%
+$14,732.34 
WELL Welltower Inc.
+1.68%
+$37,725.11 
ET Energy Transfer L.P.
+1.63%
+$10,862.58 
BX Blackstone Inc.
+1.56%
+$4,201.47 
BLK BlackRock, Inc.
+1.56%
+$6,145.14 
OKE ONEOK, Inc.
+1.56%
+$4,752.41 
BAC Bank of America Corporation
+1.52%
+$4,079.88 
CAT Caterpillar Inc.
+1.49%
+$40,309.92 
COP ConocoPhillips
+1.39%
+$3,484.45 
PAYX Paychex Inc.
+1.37%
+$2,985.2 
VFH Vanguard Financials ETF (primary ticker: VFH)
+1.31%
+$35,586.12 
ABBV AbbVie Inc.
+1.3%
+$12,038.95 
C Citigroup Inc.
+1.24%
+$7,422.52 
VPU Vanguard Utilities ETF
+1.16%
+$18,318.69 
SCHA Schwab U.S. Small-Cap ETF
+1.15%
+$6,833.5 
IR Ingersoll Rand Inc.
+1.11%
+$1,979.64 
SCHM Schwab U.S. Mid-Cap ETF
+1.07%
+$3,294.6 
JNJ Johnson & Johnson
+1.05%
+$47,712.5 
V Visa Inc. Class A
+1.05%
+$27,448.22 
IJR iShares Core S&P Small-Cap ETF
+1%
+$5,846.18 
VO Vanguard Mid-Cap ETF
+0.97%
+$115,983.11 
SCHV Schwab U.S. Large-Cap Value ETF
+0.97%
+$8,232.51 
VTV Vanguard Value ETF
+0.94%
+$96,732.13 
XLK State Street Technology Select Sector SPDR ETF
+0.92%
+$6,444.44 
IWC iShares Micro-Cap ETF
+0.91%
+$3,173.9 
VBR VANGUARD SMALL-CAP VALUE ETF
+0.9%
+$2,234.74 
SCHD Schwab U.S. Dividend Equity ETF
+0.89%
+$5,144.89 
MGV Vanguard Mega Cap Value ETF
+0.88%
+$42,286.18 
SPLV Invesco S&P 500 Low Volatility ETF
+0.87%
+$6,421.62 
HDV iShares Core High Dividend ETF
+0.87%
+$6,038.4 
PG Procter & Gamble Co
+0.85%
+$36,298.36 
VDE Vanguard Energy ETF
+0.81%
+$20,951.98 
VYM Vanguard High Dividend Yield ETF
+0.8%
+$8,040.13 
SO The Southern Company
+0.8%
+$2,226.06 
CVX Chevron Corporation
+0.75%
+$7,778.34 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.75%
+$17,373.65 
QDF FlexShares Quality Dividend Index Fund
+0.74%
+$15,276.95 
IJH iShares Core S&P Mid-Cap ETF
+0.73%
+$3,232.32 
HD The Home Depot, Inc.
+0.73%
+$1,400.53 
DES WisdomTree U.S. SmallCap Dividend Fund
+0.73%
+$1,970.84 
VB Vanguard Small-Cap ETF
+0.73%
+$94,285.66 
MO Altria Group, Inc.
+0.72%
+$11,568.96 
UNH UnitedHealth Group Incorporated
+0.71%
+$2,174.15 
IVE ISHARES S&P 500 VALUE ETF
+0.71%
+$3,295.1 
BRK-B Berkshire Hathaway Inc.
+0.69%
+$28,002.73 
COST Costco Wholesale Corporation
+0.68%
+$3,496.5 
XLP Consumer Staples Select Sector SPDR Fund
+0.67%
+$4,133.07 
DUK Duke Energy Corporation
+0.64%
+$4,083.12 
IYW iShares U.S. Technology ETF
+0.62%
+$2,632.62 
QQQ Invesco QQQ Trust, Series 1
+0.62%
+$55,166.72 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.61%
+$40,657.55 
VGT Vanguard Information Technology ETF
+0.6%
+$25,009.6 
VDC VANGUARD CONSUMER STAPLES ETF
+0.6%
+$11,795.46 
IYK iShares U.S. Consumer Staples ETF
+0.6%
+$1,641.2 
AEP American Electric Power Company, Inc.
+0.59%
+$2,916.88 
IVV iShares Core S&P 500 ETF
+0.58%
+$134,259.27 
SPY SPDR S&P 500 ETF Trust
+0.57%
+$3,062.51 
VIG Vanguard Dividend Appreciation ETF
+0.57%
+$196,878.57 
GOOGL Alphabet Inc
+0.53%
+$43,423.85 
IDXX IDEXX Laboratories, Inc.
+0.53%
+$1,832.49 
SCHB Schwab U.S. Broad Market ETF
+0.49%
+$10,693.76 
SCHX Schwab U.S. Large-Cap ETF
+0.48%
+$2,627.94 
VT Vanguard Total World Stock ETF
+0.46%
+$6,229.44 
GOOG Alphabet Inc
+0.45%
+$2,609.58 
IXUS iShares Core International Stock ETF
+0.43%
+$5,219.3 
IYY iShares Dow Jones U.S. ETF
+0.43%
+$1,408.38 
VIS Vanguard Industrials ETF
+0.42%
+$4,652.67 
WMT Walmart Inc.
+0.41%
+$17,841 
MGC Vanguard Mega Cap ETF
+0.41%
+$45,275.38 
VEU Vanguard FTSE All-World ex-US ETF
+0.4%
+$1,217.72 
VXUS Vanguard Total International Stock Index Fund Investor Shares
+0.4%
+$1,194.76 
GD General Dynamics Corporation
+0.38%
+$2,116.8 
PEP PepsiCo, Inc.
+0.38%
+$1,175.58 
AMGN Amgen Inc.
+0.34%
+$1,515.24 
PODD Insulet Corporation
+0.34%
+$555.9 
WM Waste Management, Inc.
+0.29%
+$705.93 
XOM Exxon Mobil Corporation
+0.29%
+$9,066.31 
XLY Consumer Discretionary Select Sector SPDR Fund
+0.27%
+$1,017.42 
MGK Vanguard Mega Cap Growth ETF
+0.24%
+$4,800.6 
VUG Vanguard Growth ETF
+0.22%
+$63,545.88 
VCR Vanguard Consumer Discretionary ETF
+0.22%
+$2,821.44 
PFE Pfizer Inc.
+0.15%
+$378.44 
SCHG Schwab U.S. Large-Cap Growth ETF
+0.15%
+$2,757.15 
CCI Crown Castle Inc.
+0.14%
+$516.25 
NVDA NVIDIA Corporation
+0.14%
+$3,465.18 
ENB Enbridge Inc.
+0.11%
+$466.44 
MSFT Microsoft Corp.
+0.1%
+$6,471.6 
KO The Coca-Cola Company
+0.1%
+$851.04 
VOX Vanguard Communication Services ETF
+0.06%
+$179.97 
FDX FedEx Corporation
+0.05%
+$136.8 
JPST JPMorgan Ultra-Short Income ETF
+0.03%
+$1,100.1 
IHI iShares U.S. Medical Devices ETF
+0.02%
+$490.11 
SCHP Schwab U.S. TIPS ETF
+0.02%
+$111.03 
TIP iShares TIPS Bond ETF
+0.01%
+$213.37 
LLY Eli Lilly and Company
-2.41%
-$47,375.25 
ABT Abbott Laboratories
-1.68%
-$3,323.51 
LMT Lockheed Martin Corporation
-1.54%
-$24,724.67 
AAPL Apple Inc.
-1.52%
-$187,042.5 
AMZN Amazon.com Inc
-1.23%
-$50,959.36 
IBM International Business Machines Corporation
-0.97%
-$5,657.75 
AVGO Broadcom Inc.
-0.94%
-$5,245.39 
CSCO Cisco Systems, Inc.
-0.6%
-$2,599.53 
CHI Calamos Convertible Opportunities and Income Fund
-0.55%
-$2,496.27 
UPS United Parcel Service, Inc.
-0.52%
-$1,590.47 
TT Trane Technologies plc
-0.42%
-$2,615.15 
RTX RTX Corporation
-0.34%
-$1,614.72 
IYH iShares U.S. Healthcare ETF
-0.26%
-$1,612.28 
META Meta Platforms Inc Class A
-0.26%
-$1,621.1 
CRM Salesforce Inc
-0.25%
-$347.27 
F-PD Ford Motor Company 6.500% Notes
-0.23%
-$533.8 
VHT Vanguard Health Care ETF
-0.13%
-$8,342.9 
BND Vanguard Total Bond Market Index Fund
-0.12%
-$2,776.68 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.12%
-$638.61 
AGG iShares Core U.S. Aggregate Bond ETF
-0.12%
-$337.06 
FTSL First Trust Senior Loan ETF
-0.11%
-$391.65 
LOW Lowe's Companies Inc.
-0.1%
-$205.92 
VCLT Vanguard Long-Term Corporate Bond Fund
-0.09%
-$634.14 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.07%
-$2,953.44 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.03%
-$1,430.42 
SHY iShares 1-3 Year Treasury Bond ETF
-0.02%
-$49.02 
MCD McDonald's Corporation
-0.02%
-$136.5 
FTSM First Trust Enhanced Short Maturity Fund
-0.02%
-$262.33 
MUB iShares National Muni Bond ETF
-0.01%
-$26.14 Events
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Dividends
Dividend Analysis
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| Trades 2083 | Longs Won 1607/2083 77% | Profit Factor 29.99 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $542,648.66 |
| Average Win $99,265.19 | Best Trade (Jun 12) $14M | Sharpe Ratio -19.81 |
| Average Loss -$11,175.85 | Worst Trade (Jun 11) -$299,415.41 | Z-Score 27.98 (100%) |
| Commissions $0 | Avg. Trade Length 2y 11m 4d | Expectancy $74,027.59 |
| 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 | 28,571 | 25,714 | 22,857 | 20,000 | 17,143 | 14,286 | 11,429 | 8,571 | 5,714 | 2,857 |
Hover over the desired column for a detailed explanation.
Returns
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