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:
93.45%
Gain +4.59%
Monthly
1.46%
Yearly
18.98%
Drawdown
22.26%
$333.67M
Equity
Holdings
$333.67M
Investment
$174.4M
$166.25M
Profit +$8.8M
Realized
$6.98M
Unrealized
$159.28M
Dividends
$23.31M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
4.59%
Profit
$8.8M
Win %
87%
This Week
Compared To Last Week
Gain
2.59%
Profit
$8.42M
Win %
87%
This Month
Compared to last month
Gain
2.59%
Profit
$8.42M
Win %
87%
This Year
Compared to last year
Gain
11.45%
Profit
$34.27M
Win %
87%
AMZN Amazon.com Inc
+15.32%
+$621,153.11 
GOOG Alphabet Inc
+6.88%
+$37,464.07 
GOOGL Alphabet Inc
+6.73%
+$510,855.45 
TT Trane Technologies plc
+3.33%
+$19,877.86 
XLY Consumer Discretionary Select Sector SPDR Fund
+3.29%
+$12,143.39 
META Meta Platforms Inc Class A
+3.28%
+$19,766.23 
MSFT Microsoft Corp.
+3.02%
+$220,357.82 
NVDA NVIDIA Corporation
+2.93%
+$71,689.14 
VCR Vanguard Consumer Discretionary ETF
+2.71%
+$33,467.7 
CVX Chevron Corporation
+2.35%
+$25,113.12 
CSCO Cisco Systems, Inc.
+2.14%
+$8,653.23 
OKE ONEOK, Inc.
+1.95%
+$5,949.06 
CRM Salesforce Inc
+1.83%
+$2,803.56 
VZ Verizon Communications Inc.
+1.52%
+$12,789.7 
LMT Lockheed Martin Corporation
+1.5%
+$25,251.38 
PWR Quanta Services Inc.
+1.43%
+$10,805.77 
COP ConocoPhillips
+1.22%
+$3,147.95 
CHI Calamos Convertible Opportunities and Income Fund
+1.21%
+$5,349.15 
SCHG Schwab U.S. Large-Cap Growth ETF
+1.12%
+$20,954.34 
VOX Vanguard Communication Services ETF
+1.12%
+$3,145.65 
MGK Vanguard Mega Cap Growth ETF
+1.11%
+$21,717 
VUG Vanguard Growth ETF
+1.1%
+$311,040.36 
VDE Vanguard Energy ETF
+1.02%
+$27,029.86 
MGC Vanguard Mega Cap ETF
+0.87%
+$96,261.55 
SCHW Charles Schwab Corporation
+0.87%
+$4,515.42 
IBM International Business Machines Corporation
+0.86%
+$4,047.25 
MCD McDonald's Corporation
+0.82%
+$5,005.02 
TSLA Tesla, Inc.
+0.76%
+$2,159.38 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$3,866.18 
VIS Vanguard Industrials ETF
+0.72%
+$7,948.23 
CAT Caterpillar Inc.
+0.7%
+$17,146.05 
IVV iShares Core S&P 500 ETF
+0.69%
+$159,861.76 
IYY iShares Dow Jones U.S. ETF
+0.66%
+$2,209.18 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$54,674.16 
SCHX Schwab U.S. Large-Cap ETF
+0.65%
+$3,566.49 
ET Energy Transfer L.P.
+0.59%
+$4,273.8 
SCHB Schwab U.S. Broad Market ETF
+0.59%
+$12,985.28 
MO Altria Group, Inc.
+0.57%
+$8,760.96 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.54%
+$12,847.32 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$35,690.18 
IYW iShares U.S. Technology ETF
+0.46%
+$1,870.53 
PAYX Paychex Inc.
+0.44%
+$1,119.45 
PFE Pfizer Inc.
+0.4%
+$946.1 
RTX RTX Corporation
+0.39%
+$2,152.92 
AVGO Broadcom Inc.
+0.37%
+$2,086.56 
PG Procter & Gamble Co
+0.37%
+$15,329.19 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$15,547.74 
BAC Bank of America Corporation
+0.36%
+$1,068.54 
GD General Dynamics Corporation
+0.32%
+$1,912.96 
JPM JPMorgan Chase & Co.
+0.27%
+$8,757.04 
VT Vanguard Total World Stock ETF
+0.26%
+$3,547.32 
SO The Southern Company
+0.21%
+$597.6 
JNJ Johnson & Johnson
+0.21%
+$10,115.05 
SCHD Schwab U.S. Dividend Equity ETF
+0.18%
+$1,064.46 
T AT&T Inc.
+0.17%
+$1,337.28 
FTSL First Trust Senior Loan ETF
+0.11%
+$391.65 
C Citigroup Inc.
+0.1%
+$562.6 
WM Waste Management, Inc.
+0.1%
+$242.66 
WMT Walmart Inc.
+0.09%
+$3,568.27 
ABT Abbott Laboratories
+0.09%
+$198.09 
AEP American Electric Power Company, Inc.
+0.06%
+$268.66 
IDXX IDEXX Laboratories, Inc.
+0.05%
+$166.6 
HDV iShares Core High Dividend ETF
+0.04%
+$251.6 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
JPST JPMorgan Ultra-Short Income ETF
0%
$0 
VYM Vanguard High Dividend Yield ETF
0%
$0 
AAPL Apple Inc.
-7.35%
-$1.02M 
FIS Fidelity National Information Services, Inc.
-2.67%
-$5,723.19 
ABBV AbbVie Inc.
-2.51%
-$26,721.1 
VAW Vanguard Materials ETF
-2.38%
-$20,226.75 
UNH UnitedHealth Group Incorporated
-1.68%
-$5,309.58 
TMC TMC the metals company Inc.
-1.66%
-$1,422 
F Ford Motor Company
-1.21%
-$1,921.68 
IR Ingersoll Rand Inc.
-1.11%
-$2,297.36 
LOW Lowe's Companies Inc.
-1.08%
-$2,124.72 
KO The Coca-Cola Company
-1.02%
-$9,574.2 
UPS United Parcel Service, Inc.
-1%
-$2,955.75 
XOM Exxon Mobil Corporation
-0.97%
-$32,639.49 
IYK iShares U.S. Consumer Staples ETF
-0.82%
-$2,312.6 
VHT Vanguard Health Care ETF
-0.76%
-$52,764.43 
BLK BlackRock, Inc.
-0.73%
-$3,096.24 
VPU Vanguard Utilities ETF
-0.71%
-$11,273.04 
IWC iShares Micro-Cap ETF
-0.7%
-$2,483.13 
IYH iShares U.S. Healthcare ETF
-0.7%
-$4,552.32 
DUK Duke Energy Corporation
-0.67%
-$4,314.24 
AMGN Amgen Inc.
-0.64%
-$3,080.17 
PM Philip Morris International Inc.
-0.61%
-$5,090.48 
LLY Eli Lilly and Company
-0.53%
-$10,390.35 
WELL Welltower Inc.
-0.51%
-$12,717.53 
XLP Consumer Staples Select Sector SPDR Fund
-0.49%
-$3,045.4 
PEP PepsiCo, Inc.
-0.46%
-$1,393.28 
IHI iShares U.S. Medical Devices ETF
-0.44%
-$11,272.53 
HD The Home Depot, Inc.
-0.42%
-$814.55 
VDC VANGUARD CONSUMER STAPLES ETF
-0.41%
-$7,976.92 
SCHA Schwab U.S. Small-Cap ETF
-0.39%
-$2,249 
VGT Vanguard Information Technology ETF
-0.38%
-$15,363.04 
FDX FedEx Corporation
-0.37%
-$874 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$131,745.51 
VCLT Vanguard Long-Term Corporate Bond Fund
-0.33%
-$2,341.44 
FTSM First Trust Enhanced Short Maturity Fund
-0.3%
-$4,721.94 
CCI Crown Castle Inc.
-0.27%
-$867.3 
VTV Vanguard Value ETF
-0.27%
-$28,183.23 
SCHV Schwab U.S. Large-Cap Value ETF
-0.26%
-$2,245.23 
BND Vanguard Total Bond Market Index Fund
-0.26%
-$5,861.88 
SCHM Schwab U.S. Mid-Cap ETF
-0.26%
-$780.3 
AGG iShares Core U.S. Aggregate Bond ETF
-0.26%
-$732.75 
BX Blackstone Inc.
-0.25%
-$711.38 
DES WisdomTree U.S. SmallCap Dividend Fund
-0.25%
-$679.6 
COST Costco Wholesale Corporation
-0.24%
-$1,196.98 
MGV Vanguard Mega Cap Value ETF
-0.23%
-$11,316.02 
VB Vanguard Small-Cap ETF
-0.22%
-$28,942.76 
VEU Vanguard FTSE All-World ex-US ETF
-0.22%
-$654.3 
XLK State Street Technology Select Sector SPDR ETF
-0.22%
-$1,457.64 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.21%
-$632.52 
PODD Insulet Corporation
-0.2%
-$359.68 
SPLV Invesco S&P 500 Low Volatility ETF
-0.2%
-$1,493.4 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.2%
-$497.76 
IVE ISHARES S&P 500 VALUE ETF
-0.19%
-$915.28 
VGIT Vanguard Intermediate-Term Treasury Fund
-0.17%
-$912.3 
QDF FlexShares Quality Dividend Index Fund
-0.15%
-$3,290.42 
IXUS iShares Core International Stock ETF
-0.15%
-$1,782.2 
VCIT Vanguard Intermediate-Term Corporate Bond Fund
-0.15%
-$5,906.88 
VFH Vanguard Financials ETF (primary ticker: VFH)
-0.14%
-$4,000.83 
SCHP Schwab U.S. TIPS ETF
-0.12%
-$666.21 
MUB iShares National Muni Bond ETF
-0.11%
-$313.8 
IJH iShares Core S&P Mid-Cap ETF
-0.11%
-$465.92 
TIP iShares TIPS Bond ETF
-0.1%
-$4,694.25 
VCSH Vanguard Short-Term Corporate Bond ETF
-0.06%
-$3,576.05 
VO Vanguard Mid-Cap ETF
-0.05%
-$6,025.12 
V Visa Inc. Class A
-0.04%
-$1,150.44 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$164.64 
SHY iShares 1-3 Year Treasury Bond ETF
-0.01%
-$24.51 Events
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Dividends
Dividend Analysis
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| Trades 2083 | Longs Won 1606/2083 77% | Profit Factor 30.16 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $581,570.46 |
| Average Win $107,071.2 | Best Trade (Aug 10) $14.95M | Sharpe Ratio -12.27 |
| Average Loss -$11,954.73 | Worst Trade (Aug 07) -$338,236.06 | Z-Score 34.02 (100%) |
| Commissions $0 | Avg. Trade Length 3y | Expectancy $79,814.66 |
| 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 | 27,778 | 25,000 | 22,222 | 19,444 | 16,667 | 13,889 | 11,111 | 8,333 | 5,556 | 2,778 |
Hover over the desired column for a detailed explanation.
Returns
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FAQ
Which stocks have generated the highest profits for Vance B. Gray Jr.?
The largest contributions to the portfolio's profits come from the following stocks: Vanguard Dividend Appreciation ETF - $2.91M, iShares Core S&P 500 ETF - $1.72M, Vanguard Value ETF - $1.63M, Vanguard Growth ETF - $1.07M, and iShares TIPS Bond ETF - $1.07M. 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: Intel Corporation - $371,992.86, PayPal Holdings Inc - $149,945.83, The Walt Disney Company - $126,015.29, Lumen Technologies Inc - $65,238.13, and Genuine Parts Company - $62,825.43. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Vance B. Gray Jr.'s portfolio generate?
The portfolio generates substantial dividend income, with a total of $23.31M earned over time. The largest contributors to dividend income include Vanguard Dividend Appreciation ETF - $2.61M, iShares TIPS Bond ETF - $1.58M, iShares Core S&P 500 ETF - $1.24M, Vanguard Short-Term Corporate Bond ETF - $1.08M, and Vanguard Value ETF - $1.01M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Vance B. Gray Jr.'s monthly returns?
Vance B. Gray Jr.'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 Vance B. Gray Jr.'s strategy be considered aggressive or moderate?
Vance B. Gray Jr.'s strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Vance B. Gray Jr.'s strategy?
Vance B. Gray Jr.'s strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
