Tory Parke Portfolio
Invests via Three Seasons Wealth LLC | Managed by Tory Parke
Invests via Three Seasons Wealth LLC
Managed by Tory Parke
Automatically Tracked
Seasoned real estate investment executive with cross-border capital markets and asset-management experience. Tory Parke is focused on sourcing and executing value‑add and core‑plus opportunities, leading portfolio strategy, underwriting and joint-venture structuring for institutional investors. Prior roles span asset management, capital raising and operations; frequently engages with lenders, equity partners and development sponsors to drive cash-flow and value creation.
Seasoned real estate investment executive with cross-border capital markets and asset-management experience. Tory Parke is focused on sourcing and executing value‑add and core‑plus opportunities, leading portfolio strategy, underwriting and joint-venture structuring for institutional investors. Prior roles span asset management, capital raising and operations; frequently engages with lenders, equity partners and development sponsors to drive cash-flow and value creation.
Investment Philosophy & Strategy
Combines a disciplined, institutional approach to real estate investing with a bias toward value‑add and core‑plus assets across cross‑border markets, prioritizing cash‑flow generation and mid‑cycle value creation through active asset management, selective leverage and structured joint ventures. Underwriting centers on downside protection, conservative pro forma assumptions and operational upside via repositioning, leasing and capital improvements over a 3–7 year hold.
Combines a disciplined, institutional approach to real estate investing with a bias toward value‑add and core‑plus assets across cross‑border markets, prioritizing cash‑flow generation and mid‑cycle value creation through active asset management, selective leverage and structured joint ventures. Underwriting centers on downside protection, conservative pro forma assumptions and operational upside via repositioning, leasing and capital improvements over a 3–7 year hold.
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:
78.06%
Gain
Monthly
1.66%
Yearly
21.86%
Drawdown
20.81%
$1.12B
Equity
Holdings
$1.12B
Investment
$1.05B
$166.06M
Profit +$3.37M
Realized
$95.83M
Unrealized
$70.24M
Dividends
$7.87M
Goals
Avg. 71.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
$3.37M
Win %
73%
This Week
Compared To Last Week
Gain
0.3%
Profit
$3.37M
Win %
73%
This Month
Compared to last month
Gain
9.06%
Profit
$93.15M
Win %
73%
This Year
Compared to last year
Gain
2.14%
Profit
$23.47M
Win %
66%
SNDK SanDisk Corporation
+13.67%
+$438,042.96 ZJUL
ZJUL
+8.55%
+$23,163.17 AAPR
AAPR
+4.23%
+$13,639.6 
MU Micron Technology, Inc.
+4.23%
+$234,862.88 
TSLA Tesla, Inc.
+3.8%
+$7.81M 
INTC Intel Corporation
+3.58%
+$114,332.31 
LRCX Lam Research Corporation
+3.34%
+$74,708.67 
LEG Leggett & Platt, Inc.
+2.97%
+$5,224.8 
META Meta Platforms Inc Class A
+2.79%
+$38,381.77 
MRVL Marvell Technology, Inc.
+2.35%
+$65,111.67 
BLK BlackRock, Inc.
+1.89%
+$12,236.92 
EXR Extra Space Storage Inc.
+1.8%
+$7,920.03 
FXL First Trust Technology AlphaDEX Fund
+1.77%
+$30,701.44 
KMPR Kemper Corporation
+1.51%
+$2,998 
BMY Bristol-Myers Squibb Company
+1.49%
+$36,277.65 
GBCI Glacier Bancorp Inc.
+1.2%
+$2,808.4 
MO Altria Group, Inc.
+1.09%
+$36,047.2 
QCOM QUALCOMM Incorporated
+1.05%
+$2,552.47 
AAPL Apple Inc.
+1%
+$1.51M 
GOOGL Alphabet Inc
+0.82%
+$10,309.88 
SPY SPDR S&P 500 ETF Trust
+0.7%
+$2,263.8 
FEX First Trust Large Cap Core Fund A
+0.64%
+$2,313.81 
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF
+0.41%
+$5,402.95 
PJUL Innovator U.S. Equity Power Buffer ETF July
+0.28%
+$1,167.74 
PJAN Innovator U.S. Equity Power Buffer ETF - January
+0.16%
+$431.84 
TJUL Innovator Equity Defined Protection ETF 0725
+0.13%
+$543.32 
BRK-A Berkshire Hathaway Inc.
+0.08%
+$636.61 
POCT Innovator U.S. Equity Power Buffer ETF - October
+0.07%
+$1,971.85 
ABNB Airbnb, Inc.
0%
$0 
AMD Advanced Micro Devices, Inc.
0%
$0 
AMKR Amkor Technology Inc.
0%
$0 
AMZN Amazon.com Inc
0%
$0 
APH Amphenol Corporation
0%
$0 
APPF Appfolio Inc.
0%
$0 
ATI ATI Inc.
0%
$0 
AVGO Broadcom Inc.
0%
+$0.06 
AXON Axon Enterprise, Inc.
0%
-$0.02 
CAH Cardinal Health Inc.
0%
$0 
CAT Caterpillar Inc.
0%
$0 
CDNS Cadence Design Systems, Inc.
0%
$0 
CIEN Ciena Corporation
0%
$0 
CLF Cleveland-Cliffs Inc.
0%
$0 
CNC Centene Corporation
0%
$0 
COHR Coherent Corp.
0%
$0 
COTY Coty Inc.
0%
$0 
CSGP CoStar Group, Inc.
0%
$0 
CVX Chevron Corporation
0%
-$0.05 
DDOG Datadog, Inc. Class A Common Stock
0%
$0 
DELL Dell Technologies Inc.
0%
$0 
DOCN DigitalOcean Holdings Inc.
0%
$0 
EL The Estée Lauder Companies Inc. Class A
0%
$0 
ETN Eaton Corporation plc
0%
$0 
EXPE Expedia Group, Inc.
0%
-$0.1 
EXEL Exelixis Inc.
0%
$0 
FIX Comfort Systems USA, Inc.
0%
$0 
FTI TechnipFMC plc
0%
$0 
FTNT Fortinet Inc.
0%
$0 
GLW Corning Incorporated
0%
$0 
GOOG Alphabet Inc
0%
$0 
GWW W.W. Grainger, Inc.
0%
$0 
HPE Hewlett Packard Enterprise Company
0%
$0 
HQY HealthEquity Inc.
0%
$0 
IDXX IDEXX Laboratories, Inc.
0%
-$0.03 
ISRG Intuitive Surgical, Inc.
0%
+$0.01 
JBL Jabil Inc.
0%
$0 
JNJ Johnson & Johnson
0%
+$0.01 
JPM JPMorgan Chase & Co.
0%
+$0.01 
KEYS Keysight Technologies, Inc.
0%
$0 
KLAC KLA Corporation
0%
$0 
KO The Coca-Cola Company
0%
$0 
KRP Kimbell Royalty Partners, LP
0%
$0 
LAMR Lamar Advertising Company
0%
$0 
LITE Lumentum Holdings Inc.
0%
+$0.14 
LLY Eli Lilly and Company
0%
-$0.05 
LNTH Lantheus Holdings, Inc.
0%
$0 
MA Mastercard Incorporated
0%
+$0.08 
MRK Merck & Co., Inc.
0%
$0 
MSCI MSCI Inc.
0%
-$0.01 
MSFT Microsoft Corp.
0%
+$0.87 
NFLX Netflix, Inc.
0%
$0 
NOW ServiceNow, Inc.
0%
$0 
NVDA NVIDIA Corporation
0%
$0 
ON ON Semiconductor Corporation
0%
$0 
ORCL Oracle Corporation
0%
$0 
PCRX Pacira BioSciences Inc.
0%
$0 
PG Procter & Gamble Co
0%
-$0.02 
PSX Phillips 66
0%
$0 
PWR Quanta Services Inc.
0%
-$0.02 
SBAC SBA Communications Corporation
0%
-$0.01 
SBUX Starbucks Corporation
0%
$0 
SHOP Shopify Inc.
0%
$0 
SMMT Summit Therapeutics Inc.
0%
$0 
SNPS Synopsys, Inc.
0%
-$0.02 
SPRO Spero Therapeutics Inc.
0%
$0 
SRRK Scholar Rock Holding Corporation
0%
$0 
STX Seagate Technology Holdings plc
0%
-$0.07 
TDS Telephone and Data Systems, Inc.
0%
$0 
TER Teradyne, Inc.
0%
+$0.02 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
TTMI TTM Technologies, Inc.
0%
-$0.04 
TXN Texas Instruments Inc
0%
$0 
TXG 10x Genomics Inc.
0%
$0 
UBER Uber Technologies, Inc.
0%
$0 
V Visa Inc. Class A
0%
-$0.06 
VGZ Vista Gold Corp.
0%
$0 
VICR Vicor Corporation
0%
$0 
VOD Vodafone Group Public Limited Company American Depositary Receipt
0%
$0 
VRT Vertiv Holdings Co
0%
+$0.02 
VVX V2X Inc.
0%
$0 
WBD Warner Bros. Discovery, Inc.
0%
$0 
WDC Western Digital Corporation
0%
-$0.07 
BDEC Innovator U.S. Equity Buffer ETF
0%
$0 
BFEB Innovator U.S. Equity Buffer ETF
0%
$0 
BIL SPDR Bloomberg 1-3 Month T-Bill ETF
0%
$0 
BND Vanguard Total Bond Market Index Fund
0%
$0 
BSEP Innovator U.S. Equity Buffer ETF
0%
$0 
BNOV FGCI Inc.
0%
$0 
EEM iShares MSCI Emerging Markets ETF
0%
$0 
FTC First Trust Large Cap Growth Fund
0%
-$1.44 
FTA First Trust Large Cap Value AlphaDEX Fund
0%
+$1.45 
GSST Goldman Sachs Access Ultra Short Bond Fund
0%
$0 
GLD SPDR Gold Shares
0%
$0 
IBIT iShares Bitcoin Trust
0%
$0 
IJR iShares Core S&P Small-Cap ETF
0%
+$0.05 
IJH iShares Core S&P Mid-Cap ETF
0%
+$0.04 
IJT iShares S&P Small-Cap 600 Growth ETF
0%
$0 
ILF iShares Latin America 40 ETF
0%
$0 
IJS iShares S&P Small-Cap 600 Value ETF
0%
+$0.04 
IMCB iShares Morningstar Mid-Cap ETF
0%
$0 
IVV iShares Core S&P 500 ETF
0%
$0 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
0%
-$0.06 
IWM iShares Russell 2000 ETF
0%
+$0.09 
IYZ iShares U.S. Telecommunications ETF
0%
$0 
IYM iShares U.S. Basic Materials ETF
0%
+$0.58 
IYE iShares U.S. Energy ETF
0%
$0 
IYW iShares U.S. Technology ETF
0%
$0 
JAAA Janus Henderson AAA CLO ETF
0%
$0 
JPST JPMorgan Ultra-Short Income ETF
0%
$0 
PDEC Innovator U.S. Equity Power Buffer ETF - December
0%
$0 
PAAA PGIM AAA CLO ETF
0%
$0 
PFEB Innovator U.S. Equity Power Buffer ETF - February
0%
$0 
PNOV Innovator U.S. Equity Power Buffer ETF – November
0%
$0 
PJUN Innovator U.S. Equity Power Buffer ETF - June
0%
$0 
PSEP Innovator U.S. Equity Power Buffer ETF
0%
$0 
QQQM Invesco NASDAQ 100 ETF
0%
$0 
QQQ Invesco QQQ Trust, Series 1
0%
-$0.06 
RSP Invesco S&P 500 Equal Weight ETF
0%
-$0.01 
SCHO Schwab Short-Term U.S. Treasury ETF
0%
$0 
SPDW SPDR Portfolio Developed World ex-US ETF
0%
$0 
SSO ProShares Ultra S&P500
0%
$0 
SPTL SPDR Portfolio Long Term Treasury ETF
0%
$0 
TLT iShares 20+ Year Treasury Bond ETF
0%
$0 
UGA United States Gasoline Fund, LP
0%
$0 
UMAR Innovator U.S. Equity Ultra Fund
0%
$0 
USO United States Oil Fund, LP
0%
$0 
UNOV Innovator U.S. Equity Ultra Fund
0%
$0 
VOO Vanguard S&P 500 ETF
0%
+$0.05 
AJAN Innovator Equity Defined Protection Fund 2YJ26
0%
$0 
MAGS Roundhill Magnificent Seven Fund
0%
$0 
GEV GE Vernova Inc.
0%
-$0.01 
SPYM State Street SPDR Portfolio S&P 500 ETF
0%
$0 ZSEP
ZSEP
0%
$0 PBJN
PBJN
0%
$0 AJUL
AJUL
0%
$0 
MPWR Monolithic Power Systems, Inc.
-4.38%
-$73,515.43 
ANET Arista Networks, Inc.
-3.27%
-$149,612.48 
AMAT Applied Materials, Inc.
-2.48%
-$28,485.77 
RVMD Revolution Medicines Inc.
-1.59%
-$5,753.88 
GE General Electric Company
-1.28%
-$4,689.99 
NVS Novartis AG Sponsored ADR
-0.39%
-$2,314.24 
FLEX Flex Ltd.
-0.18%
-$1,167.02 
ATRC AtriCure, Inc.
-0.16%
-$500.64 
BRK-B Berkshire Hathaway Inc.
-0.02%
-$366.64 
BOCT Innovator U.S. Equity Buffer ETF BOCT
-0.01%
-$27.29 
BJUL Innovator U.S. Equity Buffer ETF
-0.01%
-$20.77 
FNX First Trust Mid Cap Core AlphaDEX Fund
0%
-$19.46 
FYX First Trust Small Cap Core AlphaDEX Fund
0%
-$40.83 
PBMR PGIM U.S. Large-Cap Buffered 20 ETF
0%
-$4.63 
COST Costco Wholesale Corporation
0%
-$2.03 
PBFB PGIM U.S. Large-Cap Buffer ETF February
0%
-$4.19 Events
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Dividends
Dividend Analysis
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No Data
| Trades 1160 | Longs Won 749/1160 64% | Profit Factor 2.92 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $2.01M |
| Average Win $336,974.53 | Best Trade (Aug 14) $41.97M | Sharpe Ratio -8.75 |
| Average Loss -$209,971.52 | Worst Trade (Aug 19) -$52.46M | Z-Score 3.77 (99.98%) |
| Commissions $0 | Avg. Trade Length 11m | Expectancy $143,157.72 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.02% |
| Consecutive Losing Trades | 5,348 | 4,813 | 4,278 | 3,743 | 3,209 | 2,674 | 2,139 | 1,604 | 1,070 | 535 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 500,153 | $143.71M | $152.68M | - | $8.97M | 6.24% | +0.996% |
| AAPR AAPR | 12,747 | $322,371.4 | $336,011 | - | $13,639.6 | 4.23% | +4.231% |
| ABNB Airbnb, Inc. | 3,307 | $515,114.92 | $595,574.17 | - | $80,459.25 | 15.62% | 0.0 |
| AJAN Innovator Equity Defined Protection Fund 2YJ26 | 8,113 | $201,526.82 | $232,031.8 | - | $30,504.98 | 15.14% | 0.0 |
| AJUL AJUL | 10,520 | $283,304 | $283,304 | - | - | - | 0.0 |
| AMAT Applied Materials, Inc. | 2,093 | $715,366.54 | $1.12M | - | $403,425.68 | 56.39% | -2.483% |
| AMD Advanced Micro Devices, Inc. | 2,665 | $1.05M | $1.29M | - | $232,162.07 | 22.01% | 0.0 |
| AMKR Amkor Technology Inc. | 13,027 | $586,605.84 | $724,170.93 | - | $137,565.09 | 23.45% | 0.0 |
| AMZN Amazon.com Inc | 1.48M | $351.23M | $394.42M | - | $43.19M | 12.3% | 0.0 |
| ANET Arista Networks, Inc. | 21,746 | $3.15M | $4.43M | - | $1.28M | 40.45% | -3.268% |
| APH Amphenol Corporation | 2,560 | $225,689.6 | $217,548.81 | - | -$8,140.79 | -3.61% | 0.0 |
| APPF Appfolio Inc. | 3,138 | $730,056 | $617,464.26 | - | -$112,591.74 | -15.42% | 0.0 |
| ATI ATI Inc. | 1,190 | $234,549 | $274,211.69 | - | $39,662.69 | 16.91% | 0.0 |
| ATRC AtriCure, Inc. | 7,152 | $200,113 | $311,040.48 | - | $110,927.48 | 55.43% | -0.161% |
| AVGO Broadcom Inc. | 5,204 | $1.72M | $2.17M | - | $448,272.54 | 26.11% | 0.0 |
| AXON Axon Enterprise, Inc. | 520 | $220,839 | $311,885.6 | - | $91,046.6 | 41.23% | 0.0 |
| BDEC Innovator U.S. Equity Buffer ETF | 13,275 | $518,985.85 | $724,934.47 | - | $205,948.62 | 39.68% | 0.0 |
| BFEB Innovator U.S. Equity Buffer ETF | 13,515 | $561,281 | $728,053.05 | - | $166,772.05 | 29.71% | 0.0 |
| BIL SPDR Bloomberg 1-3 Month T-Bill ETF | 81,142 | $7.44M | $7.43M | - | -$10,548.42 | -0.14% | 0.0 |
| BJUL Innovator U.S. Equity Buffer ETF | 5,065 | $221,239.57 | $281,694.53 | - | $60,454.96 | 27.33% | -0.007% |
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Option values are updated at end of day.
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Option values are updated at end of day.
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FAQ
Which stocks have generated the highest profits for Tory Parke?
The largest contributions to the portfolio's profits come from the following stocks: Tesla, Inc - $36.1M, Apple Inc - $24.17M, ISHARES S&P 500 GROWTH ETF (3IS8) - $7.95M, SPDR S&P 500 ETF Trust - $5.52M, and Lam Research Corporation - $4.57M. 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: Amazon.com Inc - $12.6M, Microsoft Corp - $8.35M, ProShares Short S&P500 - $2.35M, Adobe Inc - $1.14M, and ProShares UltraShort S&P500 - $1.12M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Tory Parke's portfolio generate?
The portfolio generates substantial dividend income, with a total of $7.87M earned over time. The largest contributors to dividend income include Goldman Sachs Access Ultra Short Bond Fund - $1.16M, JPMorgan Ultra-Short Income ETF - $931,949.3, SPDR Bloomberg 1-3 Month T-Bill ETF - $626,697.6, Apple Inc - $543,554.91, and Microsoft Corp - $293,040.82. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Tory Parke's monthly returns?
Tory Parke'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 Tory Parke's strategy be considered aggressive or moderate?
Tory Parke'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 Tory Parke's strategy?
Tory Parke'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.
