Angela Cox Portfolio
Invests via W Advisors LLC | Managed by Bobby Wade, Larry Lombardo
Invests via W Advisors LLC
Managed by Bobby Wade, Larry Lombardo
Automatically Tracked
Angela Cox Profile
Angela Cox has established herself as a formidable figure in the venture capital landscape, specializing in early-stage technology startups. With a diverse background that encompasses both operating roles within tech firms and active investment positions, she has cultivated an extensive network of entrepreneurs and innovators. Her hands-on experience equips her with unique insights into market dynamics, enabling her to identify disruptive technologies poised for significant impact. As an influential leader, Cox not only drives strategic growth initiatives but also advocates for female representation within the startup ecosystem. Her contributions extend beyond investments; she is often sought after for mentorship and advisory roles across various entrepreneurial platforms.
Angela Cox has established herself as a formidable figure in the venture capital landscape, specializing in early-stage technology startups. With a diverse background that encompasses both operating roles within tech firms and active investment positions, she has cultivated an extensive network of entrepreneurs and innovators. Her hands-on experience equips her with unique insights into market dynamics, enabling her to identify disruptive technologies poised for significant impact. As an influential leader, Cox not only drives strategic growth initiatives but also advocates for female representation within the startup ecosystem. Her contributions extend beyond investments; she is often sought after for mentorship and advisory roles across various entrepreneurial platforms.
Investment Philosophy & Strategy
In the dynamic sphere of early-stage technology investments, Angela Cox leverages her rich entrepreneurial insights to shape strategic growth narratives. With a proven record in identifying transformative ideas, she actively engages with nascent companies that demonstrate potential for significant disruption. Her approach centers on fostering innovation while maintaining a keen awareness of emerging market trends and technologies. By prioritizing mentorship within the ecosystem, she not only invests capital but also nurtures talent, contributing to sustainable business success. This dual focus positions her as a leader dedicated to driving both profitability and inclusive representation in tech.
In the dynamic sphere of early-stage technology investments, Angela Cox leverages her rich entrepreneurial insights to shape strategic growth narratives. With a proven record in identifying transformative ideas, she actively engages with nascent companies that demonstrate potential for significant disruption. Her approach centers on fostering innovation while maintaining a keen awareness of emerging market trends and technologies. By prioritizing mentorship within the ecosystem, she not only invests capital but also nurtures talent, contributing to sustainable business success. This dual focus positions her as a leader dedicated to driving both profitability and inclusive representation in tech.
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:
80.33%
Gain -0.55%
Monthly
1.01%
Yearly
12.76%
Drawdown
18.97%
$227.28M
Equity
Holdings
$227.28M
Investment
$150.27M
$78.03M
Profit -$871,329.92
Realized
$1.03M
Unrealized
$77M
Dividends
$12.98M
Goals
Avg. 82.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.55%
Profit
-$871,329.92
Win %
83%
This Week
Compared To Last Week
Gain
-0.38%
Profit
-$871,329.92
Win %
83%
This Month
Compared to last month
Gain
-0.41%
Profit
-$942,074.74
Win %
83%
This Year
Compared to last year
Gain
3.27%
Profit
$7.2M
Win %
82%
KR Kroger Co.
+4.1%
+$57,312 
GOOGL Alphabet Inc
+3.22%
+$86,390.37 
ADP Automatic Data Processing Inc.
+3.12%
+$12,186.72 
GOOG Alphabet Inc
+3.06%
+$22,120.56 
AZO AutoZone Inc.
+3.02%
+$9,481.91 
META Meta Platforms Inc Class A
+2.71%
+$39,058.11 
IBM International Business Machines Corporation
+2.4%
+$12,127.05 
MO Altria Group, Inc.
+2.38%
+$6,741.21 
IBIT iShares Bitcoin Trust
+2.22%
+$14,194.98 
PM Philip Morris International Inc.
+2%
+$16,263.9 
MCD McDonald's Corporation
+1.98%
+$16,968.87 
MSFT Microsoft Corp.
+1.97%
+$157,272.18 
LLY Eli Lilly and Company
+1.92%
+$11,432.85 
WMT Walmart Inc.
+1.8%
+$30,227.66 
T AT&T Inc.
+1.78%
+$13,674.72 
ABBV AbbVie Inc.
+1.78%
+$12,127.84 
ARKW ARK Next Generation Internet ETF
+1.77%
+$4,576.06 
VZ Verizon Communications Inc.
+1.35%
+$10,708.6 
KO The Coca-Cola Company
+1.22%
+$23,514.55 
AMGN Amgen Inc.
+1.1%
+$2,481.7 
LMT Lockheed Martin Corporation
+1.01%
+$18,456.81 
KMB Kimberly-Clark Corporation
+0.96%
+$3,005.18 
FTCS First Trust Capital Strength ETF
+0.92%
+$3,945.37 
BRK-B Berkshire Hathaway Inc.
+0.89%
+$4,984.92 
BMY Bristol-Myers Squibb Company
+0.72%
+$8,518.74 
HD The Home Depot, Inc.
+0.7%
+$4,552.66 
SCHD Schwab U.S. Dividend Equity ETF
+0.65%
+$10,747.44 
MAA Mid-America Apartment Communities, Inc.
+0.64%
+$3,032.8 
MRK Merck & Co., Inc.
+0.63%
+$65,949.52 
MET MetLife Inc.
+0.63%
+$2,241.14 
PG Procter & Gamble Co
+0.59%
+$7,280.76 
USMV iShares MSCI USA Min Vol Factor ETF
+0.55%
+$3,824.15 
LAMR Lamar Advertising Company
+0.47%
+$1,013.6 
KMI Kinder Morgan, Inc.
+0.34%
+$877.49 
ITW Illinois Tool Works Inc.
+0.34%
+$1,306.8 
VLY Valley National Bancorp
+0.29%
+$533.56 
JNJ Johnson & Johnson
+0.28%
+$6,928.5 
GD General Dynamics Corporation
+0.26%
+$649.54 
UNP Union Pacific Corporation
+0.26%
+$629.26 
AAPL Apple Inc.
+0.24%
+$34,054.02 
PRU Prudential Financial, Inc.
+0.24%
+$748.2 
FDX FedEx Corporation
+0.2%
+$507.52 
GGOV iShares Global Government Bond USD Hedged Active ETF
+0.08%
+$243.33 
TLH iShares 10-20 Year Treasury Bond ETF
+0.04%
+$254.33 
PFE Pfizer Inc.
+0.04%
+$98.41 
DVY iShares Select Dividend ETF
+0.01%
+$124.14 
GEV GE Vernova Inc.
-8.63%
-$30,980.63 
CIFR Cipher Mining Inc.
-7.21%
-$14,057.55 
DELL Dell Technologies Inc.
-5.84%
-$40,762.18 
INTC Intel Corporation
-5.59%
-$56,677.75 
WCC Wesco International Inc.
-5.5%
-$22,822.35 
BAC Bank of America Corporation
-5.14%
-$23,494.12 
AVGO Broadcom Inc.
-4.77%
-$16,959.14 
AMD Advanced Micro Devices, Inc.
-4.33%
-$26,596.5 
CAT Caterpillar Inc.
-4.27%
-$58,035.34 
GS The Goldman Sachs Group, Inc.
-3.97%
-$25,792.16 
BAI iShares A.I. Innovation and Tech Active ETF
-3.95%
-$43,739.52 
ORCL Oracle Corporation
-3.75%
-$7,870.74 
MS Morgan Stanley
-3.63%
-$77,286.52 
EMXC iShares MSCI Emerging Markets ex China ETF
-3.41%
-$38,066.14 
NVDA NVIDIA Corporation
-3.35%
-$110,261.16 
BNY BlackRock New York Municipal Income Trust
-3.06%
-$12,146.68 
CMI Cummins Inc.
-2.84%
-$4,853.67 
EEM iShares MSCI Emerging Markets ETF
-2.77%
-$23,285.68 
IEMG iShares Core MSCI Emerging Markets ETF
-2.65%
-$53,617.77 
ESGE iShares ESG Aware MSCI EM ETF
-2.61%
-$8,063.77 
MTUM iShares MSCI USA Momentum Factor ETF
-2.38%
-$26,776.4 
PH Parker-Hannifin Corporation
-2.25%
-$12,819.33 
EMGF iShares MSCI Emerging Markets Multifactor ETF
-2.09%
-$4,410.16 
TXN Texas Instruments Inc
-1.97%
-$8,923.2 
C Citigroup Inc.
-1.9%
-$5,488.56 
GE General Electric Company
-1.88%
-$9,229.44 
CSCO Cisco Systems, Inc.
-1.85%
-$19,507.68 
TSLA Tesla, Inc.
-1.77%
-$14,227.53 
WFC Wells Fargo & Company
-1.75%
-$4,444.54 
JPM JPMorgan Chase & Co.
-1.71%
-$47,173.22 
VGT Vanguard Information Technology ETF
-1.57%
-$55,223.5 
IAU iShares Gold Trust
-1.44%
-$6,576.14 
EFG iShares MSCI EAFE Growth ETF
-1.41%
-$55,521.6 
CORO Ishares International Country Rotational Active ETF
-1.37%
-$11,366.37 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-1.34%
-$10,181.92 
BLCR iShares Large Cap Core ACT ETF
-1.3%
-$11,005.44 
IJK iShares S&P Mid-Cap 400 Growth ETF
-1.29%
-$3,124.8 
BLK BlackRock, Inc.
-1.29%
-$9,264.06 
VLUE iShares MSCI USA Value Factor ETF
-1.28%
-$6,647.96 
AMZN Amazon.com Inc
-1.26%
-$28,051.92 
VWO Vanguard FTSE Emerging Markets ETF
-1.23%
-$3,292.16 
IGM iShares Expanded Tech Sector ETF
-1.07%
-$2,845.42 
QCOM QUALCOMM Incorporated
-1%
-$3,081.26 
IEV iShares Europe ETF
-0.92%
-$3,121.2 
DYNF iShares U.S. Equity Factor Rotation Active ETF
-0.9%
-$27,873.09 
AEP American Electric Power Company, Inc.
-0.89%
-$3,601.4 
VGK Vanguard FTSE Europe ETF
-0.89%
-$2,265.59 
IJH iShares Core S&P Mid-Cap ETF
-0.89%
-$3,727.02 
CVX Chevron Corporation
-0.89%
-$6,098.11 
IWF iShares Russell 1000 Growth ETF
-0.85%
-$50,343.92 
IEFA iShares Core MSCI EAFE ETF
-0.83%
-$12,406.84 
NEE NextEra Energy, Inc.
-0.81%
-$7,180.39 
IYW iShares U.S. Technology ETF
-0.81%
-$30,409.7 
COF Capital One Financial Corporation
-0.76%
-$1,636.11 
VYM Vanguard High Dividend Yield ETF
-0.76%
-$16,929.72 
VOOG Vanguard S&P 500 Growth ETF
-0.72%
-$3,800.76 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
-0.7%
-$113,924.02 
THRO iShares U.S. Thematic Rotation Active ETF
-0.69%
-$4,815.34 
IJR iShares Core S&P Small-Cap ETF
-0.66%
-$4,967.65 
PNC The PNC Financial Services Group, Inc.
-0.64%
-$1,364 
FITB Fifth Third Bancorp
-0.6%
-$1,588.62 
FHN First Horizon Corporation
-0.57%
-$1,798.72 
XOM Exxon Mobil Corporation
-0.55%
-$32,509.95 
IVLU iShares MSCI International Value Factor ETF
-0.54%
-$9,385.92 
COP ConocoPhillips
-0.51%
-$2,086.7 
ESGU iShares ESG Aware MSCI USA ETF
-0.47%
-$6,206.46 
IVV iShares Core S&P 500 ETF
-0.47%
-$53,689.26 
VOO Vanguard S&P 500 ETF
-0.46%
-$1,629.32 
SPY SPDR S&P 500 ETF Trust
-0.46%
-$29,127.6 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.44%
-$2,404.05 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.44%
-$2,100.94 
PLD Prologis Inc.
-0.43%
-$1,085.6 
OEF iShares S&P 100 ETF
-0.43%
-$34,074.53 
VONE Vanguard Russell 1000 ETF
-0.4%
-$1,900.26 
IWV ISHARES RUSSELL 3000 ETF
-0.39%
-$4,295.54 
EFV iShares MSCI EAFE Value ETF
-0.38%
-$12,877.09 
XLF Financial Select Sector SPDR Fund
-0.37%
-$852.39 
VUG Vanguard Growth ETF
-0.36%
-$3,740.44 
VIG Vanguard Dividend Appreciation ETF
-0.36%
-$21,908.34 
IWM iShares Russell 2000 ETF
-0.35%
-$1,167.56 
IALT iShares Systematic Alternatives Active ETF
-0.34%
-$1,666.8 
VTWO Vanguard Russell 2000 ETF
-0.33%
-$1,891.89 
RF Regions Financial Corporation
-0.33%
-$707.1 
SHEL Shell plc
-0.33%
-$3,075.66 
ESGV Vanguard ESG U.S. Stock ETF
-0.31%
-$661.08 
USB U.S. Bancorp
-0.26%
-$666.08 
DIA SPDR Dow Jones Industrial Average ETF Trust
-0.26%
-$1,240.84 
SO The Southern Company
-0.2%
-$1,236.07 
MBB iShares MBS ETF
-0.17%
-$1,151.04 
SUSL iShares ESG MSCI USA Leaders ETF
-0.17%
-$10,599.75 
BX Blackstone Inc.
-0.16%
-$503.2 
IWN iShares Russell 2000 Value ETF
-0.15%
-$651.42 
IVE ISHARES S&P 500 VALUE ETF
-0.14%
-$8,964.36 
IWS iShares Russell Mid-Cap Value ETF
-0.14%
-$306.2 
DAL Delta Air Lines, Inc.
-0.12%
-$302.7 
NSC Norfolk Southern Corporation
-0.1%
-$444.54 
IUSB iShares Core Universal USD Bond ETF
-0.09%
-$2,482.32 
AGG iShares Core U.S. Aggregate Bond ETF
-0.08%
-$315.92 
IWD iShares Russell 1000 Value ETF
-0.07%
-$3,429.31 
MUB iShares National Muni Bond ETF
-0.06%
-$793.98 
IDEF iShares U.S. Defense & Aerospace Index ETF
-0.06%
-$442.7 
VONV Vanguard Russell 1000 Value Index Fund
-0.06%
-$187.81 
VTEB Vanguard Tax-Exempt Bond ETF
-0.06%
-$987.99 
SCHZ Schwab U.S. Aggregate Bond ETF
-0.04%
-$517.69 
GOVT iShares U.S. Treasury Bond ETF
-0.04%
-$164.81 
DGRO iShares Core Dividend Growth ETF
-0.04%
-$290.91 
QUAL iShares MSCI USA Quality Factor ETF
-0.03%
-$302.82 Events
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Dividends
Dividend Analysis
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| Trades 1794 | Longs Won 1233/1794 68% | Profit Factor 6.61 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $287,495.15 |
| Average Win $74,564.46 | Best Trade (Sep 11) $5.86M | Sharpe Ratio -12.24 |
| Average Loss -$24,784.77 | Worst Trade (Sep 30) -$1.57M | Z-Score 20.4 (100%) |
| Commissions $0 | Avg. Trade Length 1y 11m 1d | Expectancy $43,497.05 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 9,174 | 8,257 | 7,339 | 6,422 | 5,505 | 4,587 | 3,670 | 2,752 | 1,835 | 917 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 42,042 | $7.79M | $14M | - | $6.21M | 79.75% | +0.244% |
| ABBV AbbVie Inc. | 2,648 | $400,625.67 | $692,981.6 | - | $292,355.93 | 72.97% | +1.781% |
| ADP Automatic Data Processing Inc. | 1,456 | $357,068.04 | $402,773.28 | - | $45,705.24 | 12.8% | +3.12% |
| AEP American Electric Power Company, Inc. | 3,274 | $284,600.95 | $400,181.02 | - | $115,580.07 | 40.61% | -0.892% |
| AGG iShares Core U.S. Aggregate Bond ETF | 3,949 | $386,869.67 | $378,709.1 | - | -$8,160.57 | -2.11% | -0.083% |
| AMD Advanced Micro Devices, Inc. | 1,190 | $272,454.4 | $587,598.2 | - | $315,143.8 | 115.67% | -4.33% |
| AMGN Amgen Inc. | 598 | $210,406.3 | $228,137 | - | $17,730.7 | 8.43% | +1.1% |
| AMZN Amazon.com Inc | 8,658 | $1.46M | $2.2M | - | $736,250.57 | 50.47% | -1.262% |
| ARKW ARK Next Generation Internet ETF | 1,658 | $240,177.88 | $262,378.5 | - | $22,200.62 | 9.24% | +1.775% |
| AVGO Broadcom Inc. | 982 | $275,960.22 | $338,515.04 | - | $62,554.82 | 22.67% | -4.771% |
| AZO AutoZone Inc. | 109 | $240,162.5 | $323,047.66 | - | $82,885.16 | 34.51% | +3.024% |
| BAC Bank of America Corporation | 7,285 | $260,683.96 | $433,202.52 | - | $172,518.56 | 66.18% | -5.144% |
| BAI iShares A.I. Innovation and Tech Active ETF | 24,852 | $799,782.27 | $1.06M | - | $262,640.73 | 32.84% | -3.954% |
| BLCR iShares Large Cap Core ACT ETF | 17,196 | $720,377.76 | $836,069.52 | - | $115,691.76 | 16.06% | -1.299% |
| BLK BlackRock, Inc. | 666 | $683,949.54 | $709,782.84 | - | $25,833.3 | 3.78% | -1.288% |
| BMY Bristol-Myers Squibb Company | 18,519 | $1.16M | $1.19M | - | $30,479.81 | 2.64% | +0.723% |
| BNY BlackRock New York Municipal Income Trust | 2,444 | $205,336.4 | $385,394.36 | - | $180,057.96 | 87.69% | -3.055% |
| BRK-B Berkshire Hathaway Inc. | 1,098 | $405,363.53 | $565,371.18 | - | $160,007.65 | 39.47% | +0.89% |
| BX Blackstone Inc. | 2,516 | $277,368.86 | $322,827.96 | - | $45,459.1 | 16.39% | -0.156% |
| C Citigroup Inc. | 2,079 | $179,902.29 | $283,118.22 | - | $103,215.93 | 57.37% | -1.902% |
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FAQ
Which stocks have generated the highest profits for Angela Cox?
The largest contributions to the portfolio's profits come from the following stocks: iShares ESG MSCI USA Leaders ETF - $1.54M, Merck & Co., Inc - $1.51M, iShares S&P 100 ETF - $1.5M, iShares MSCI EAFE Value ETF - $1.1M, and iShares MSCI USA Quality Factor ETF - $893,616.23. 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: iShares ESG Aware MSCI USA ETF - $1.41M, PayPal Holdings Inc - $509,820.72, Intel Corporation - $328,463.27, Pfizer Inc - $280,862.27, and iShares Core S&P Small-Cap ETF - $270,307.73. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Angela Cox's portfolio generate?
The portfolio generates substantial dividend income, with a total of $12.98M earned over time. The largest contributors to dividend income include Merck & Co., Inc - $1.09M, Exxon Mobil Corporation - $644,052.55, iShares MSCI EAFE Value ETF - $586,914.59, iShares Core S&P 500 ETF - $403,655.92, and ISHARES S&P 500 VALUE ETF - $371,716.07. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Angela Cox's monthly returns?
Angela Cox's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Angela Cox's strategy be considered aggressive or moderate?
Angela Cox's strategy leans toward a moderately conservative profile. While there is still some exposure to market fluctuations, the overall structure and risk levels suggest a focus on maintaining stability rather than pursuing aggressive growth.
Should beginners follow Angela Cox's strategy?
Angela Cox's strategy may be suitable for beginners, but with some caution. While the overall approach is not overly complex, it still involves a certain level of risk and variability. Beginners should be prepared for occasional fluctuations and ensure they understand the strategy before trying to follow it.
