AC
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:
39.45%
Gain +0.34%
Monthly
0.53%
Yearly
6.55%
Drawdown
13.76%
$217.09M
Equity
Holdings
$217.09M
Investment
$144.92M
$70.73M
Profit +$917,830.96
Realized
-$1.44M
Unrealized
$72.17M
Dividends
$12.11M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.34%
Profit
$917,830.96
Win %
84%
This Week
Compared To Last Week
Gain
-1.42%
Profit
-$3.13M
Win %
84%
This Month
Compared to last month
Gain
-1.31%
Profit
-$2.88M
Win %
84%
This Year
Compared to last year
Gain
5.72%
Profit
$12.07M
Win %
84%
CIFR Cipher Mining Inc.
+8.26%
+$21,635.9 
INTC Intel Corporation
+6.48%
+$73,707.92 
AMD Advanced Micro Devices, Inc.
+4.75%
+$26,500.1 
QCOM QUALCOMM Incorporated
+4.28%
+$13,835.9 
GEV GE Vernova Inc.
+3.65%
+$12,427.51 
GS The Goldman Sachs Group, Inc.
+2.61%
+$16,864.6 
FITB Fifth Third Bancorp
+2.49%
+$6,402.62 
T AT&T Inc.
+2.48%
+$16,535.7 
VZ Verizon Communications Inc.
+2.46%
+$17,650.71 
JPM JPMorgan Chase & Co.
+2.3%
+$56,113.92 
USB U.S. Bancorp
+2.27%
+$5,453.53 
PM Philip Morris International Inc.
+2.01%
+$15,434.76 
TSLA Tesla, Inc.
+1.88%
+$15,865.59 
PRU Prudential Financial, Inc.
+1.87%
+$5,134.2 
KMI Kinder Morgan, Inc.
+1.85%
+$4,847.06 
MTUM iShares MSCI USA Momentum Factor ETF
+1.72%
+$24,194.39 
WFC Wells Fargo & Company
+1.64%
+$3,797.55 
BX Blackstone Inc.
+1.57%
+$3,796.2 
BLK BlackRock, Inc.
+1.56%
+$10,542.77 
BAC Bank of America Corporation
+1.52%
+$6,008.52 
DAL Delta Air Lines, Inc.
+1.51%
+$3,753.48 
CAT Caterpillar Inc.
+1.48%
+$28,145.16 
CVS CVS Health Corporation
+1.46%
+$4,132.17 
MET MetLife Inc.
+1.45%
+$4,665.98 
COP ConocoPhillips
+1.39%
+$4,784.51 
XLF Financial Select Sector SPDR Fund
+1.39%
+$2,963.07 
TXN Texas Instruments Inc
+1.36%
+$4,784.89 
BNY BlackRock New York Municipal Income Trust
+1.34%
+$4,655.83 
NEE NextEra Energy, Inc.
+1.3%
+$11,510.78 
ABBV AbbVie Inc.
+1.3%
+$7,421.59 
C Citigroup Inc.
+1.27%
+$3,638.24 
DVY iShares Select Dividend ETF
+1.2%
+$11,669.16 
IWN iShares Russell 2000 Value ETF
+1.17%
+$4,933.5 
ITW Illinois Tool Works Inc.
+1.17%
+$4,326.96 
NSC Norfolk Southern Corporation
+1.11%
+$4,929.52 
AZO AutoZone Inc.
+1.08%
+$3,640.59 
JNJ Johnson & Johnson
+1.07%
+$23,554.35 
PLD Prologis Inc.
+1.06%
+$2,861.2 
IWD iShares Russell 1000 Value ETF
+1.02%
+$45,354.75 
IJR iShares Core S&P Small-Cap ETF
+1%
+$7,574.33 
VONV Vanguard Russell 1000 Value Index Fund
+0.96%
+$2,709.83 
KR Kroger Co.
+0.91%
+$13,821.4 
IWM iShares Russell 2000 ETF
+0.9%
+$2,866.28 
VTWO Vanguard Russell 2000 ETF
+0.9%
+$5,093.55 
SCHD Schwab U.S. Dividend Equity ETF
+0.89%
+$13,618.11 
ESGE iShares ESG Aware MSCI Emerging Markets ETF
+0.86%
+$2,622.14 
PG Procter & Gamble Co
+0.85%
+$7,592.75 
GE General Electric Company
+0.81%
+$4,155.28 
VYM Vanguard High Dividend Yield ETF
+0.8%
+$17,317.01 
SO The Southern Company
+0.8%
+$5,321.53 
VWO Vanguard FTSE Emerging Markets ETF
+0.78%
+$2,032.75 
CVX Chevron Corporation
+0.75%
+$4,178.97 
KMB Kimberly-Clark Corporation
+0.75%
+$2,478.36 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.75%
+$3,632.81 
IJH iShares Core S&P Mid-Cap ETF
+0.73%
+$3,134.09 
HD The Home Depot, Inc.
+0.73%
+$4,997.47 
MO Altria Group, Inc.
+0.72%
+$2,110.47 
IVE ISHARES S&P 500 VALUE ETF
+0.71%
+$47,477.63 
DGRO iShares Core Dividend Growth ETF
+0.7%
+$5,090.93 
BRK-B Berkshire Hathaway Inc.
+0.69%
+$3,678.31 
SUSL iShares ESG MSCI USA Leaders ETF
+0.67%
+$46,876.47 
MS Morgan Stanley
+0.66%
+$14,119 
WCC Wesco International Inc.
+0.64%
+$2,574.66 
IYW iShares U.S. Technology ETF
+0.62%
+$22,558.17 
IVLU iShares MSCI International Value Factor ETF
+0.62%
+$10,404.69 
ITOT iShares Core S&P Total U.S. Stock Market ETF
+0.62%
+$2,876 
IEMG iShares Core MSCI Emerging Markets ETF
+0.61%
+$15,990.32 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.61%
+$3,034.34 
VGT Vanguard Information Technology ETF
+0.6%
+$19,336.8 
MAA Mid-America Apartment Communities, Inc.
+0.6%
+$3,071.44 
IJK iShares S&P Mid-Cap 400 Growth ETF
+0.59%
+$1,475.6 
EEM iShares MSCI Emerging Markets ETF
+0.59%
+$4,954.4 
AEP American Electric Power Company, Inc.
+0.59%
+$2,488.24 
DYNF iShares U.S. Equity Factor Rotation Active ETF
+0.59%
+$17,344.86 
IVV iShares Core S&P 500 ETF
+0.58%
+$52,236.55 
VOO Vanguard S&P 500 ETF
+0.58%
+$1,980.73 
EMXC iShares MSCI Emerging Markets ex China ETF
+0.57%
+$6,325.86 
SPY SPDR S&P 500 ETF Trust
+0.57%
+$35,400.79 
VIG Vanguard Dividend Appreciation ETF
+0.57%
+$33,392.31 
IWV ISHARES RUSSELL 3000 ETF
+0.56%
+$5,329.82 
GOOGL Alphabet Inc
+0.56%
+$15,622.08 
ESGU iShares ESG Aware MSCI USA ETF
+0.52%
+$6,755.28 
QUAL iShares MSCI USA Quality Factor ETF
+0.51%
+$10,613.92 
EFV iShares MSCI EAFE Value ETF
+0.48%
+$20,449.7 
HSY The Hershey Company
+0.48%
+$925.55 
VLUE iShares MSCI USA Value Factor ETF
+0.47%
+$2,346.92 
VONE Vanguard Russell 1000 ETF
+0.46%
+$2,134.35 
GOOG Alphabet Inc
+0.46%
+$3,547.32 
WMT Walmart Inc.
+0.45%
+$7,224.52 
USMV iShares MSCI USA Min Vol Factor ETF
+0.43%
+$2,850.73 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.41%
+$64,843.35 
VOOG Vanguard S&P 500 Growth ETF
+0.41%
+$2,092.86 
FTCS First Trust Capital Strength ETF
+0.39%
+$1,640.21 
BLCR iShares Large Cap Core ACT ETF
+0.39%
+$2,965.14 
BMY Bristol-Myers Squibb Company
+0.39%
+$4,006.42 
GD General Dynamics Corporation
+0.35%
+$874.12 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.35%
+$2,585.5 
AMGN Amgen Inc.
+0.34%
+$729.56 
BAI iShares A.I. Innovation and Tech Active ETF
+0.33%
+$4,939.36 
XOM Exxon Mobil Corporation
+0.29%
+$15,056.55 
OEF iShares S&P 100 ETF
+0.27%
+$22,187.66 
ADP Automatic Data Processing Inc.
+0.23%
+$742.56 
IEFA iShares Core MSCI EAFE ETF
+0.23%
+$3,288.56 
VUG Vanguard Growth ETF
+0.22%
+$2,273.16 
NVDA NVIDIA Corporation
+0.18%
+$5,504.86 
VGK Vanguard FTSE Europe ETF
+0.17%
+$438.96 
PFE Pfizer Inc.
+0.15%
+$375.28 
MSFT Microsoft Corp.
+0.13%
+$8,379.8 
PH Parker-Hannifin Corporation
+0.12%
+$661.1 
BINC iShares Flexible Income Active ETF
+0.12%
+$434.04 
IEV iShares Europe ETF
+0.11%
+$367.2 
KO The Coca-Cola Company
+0.1%
+$1,749.92 
IAU iShares Gold Trust
+0.09%
+$460.04 
FDX FedEx Corporation
+0.07%
+$192.05 
IWF iShares Russell 1000 Growth ETF
+0.06%
+$3,613.2 
ORCL Oracle Corporation
+0.05%
+$125.81 
IAGG iShares International Aggregate Bond Fund
+0.03%
+$100.94 
EFG iShares MSCI EAFE Growth ETF
+0.02%
+$651.52 
MCD McDonald's Corporation
+0.01%
+$67.77 
LLY Eli Lilly and Company
-2.41%
-$14,899.99 
BTHM iShares U.S. Thematic Rotation Active ETF
-1.75%
-$18,670.2 
IDEF iShares U.S. Defense & Aerospace Index ETF
-1.58%
-$11,054.68 
LMT Lockheed Martin Corporation
-1.54%
-$29,482.02 
AAPL Apple Inc.
-1.52%
-$182,628 
MRK Merck & Co., Inc.
-1.41%
-$123,719.91 
AMZN Amazon.com Inc
-1.21%
-$25,382.5 
IBM International Business Machines Corporation
-0.97%
-$5,243.9 
AVGO Broadcom Inc.
-0.94%
-$3,467.97 
CSCO Cisco Systems, Inc.
-0.6%
-$8,000.07 
VLYPN Valley National Bancorp 8.250% Fixed-Rate Reset Non-Cumulative Perpetual Preferred Stock, Series C
-0.31%
-$1,067.12 
TLH iShares 10-20 Year Treasury Bond ETF
-0.26%
-$2,611.71 
META Meta Platforms Inc Class A
-0.23%
-$2,870.38 
SHEL Shell plc
-0.21%
-$1,806.34 
MBB iShares MBS ETF
-0.16%
-$1,018.05 
SCHZ Schwab U.S. Aggregate Bond ETF
-0.13%
-$1,536.57 
AGG iShares Core U.S. Aggregate Bond ETF
-0.12%
-$414.57 
GOVT iShares U.S. Treasury Bond ETF
-0.11%
-$376.7 
VTEB Vanguard Tax-Exempt Bond ETF
-0.09%
-$1,095.57 
IUSB iShares Core Universal USD Bond ETF
-0.08%
-$1,597.46 
IBIT iShares Bitcoin Trust
-0.06%
-$268.67 
MUB iShares National Muni Bond ETF
-0.01%
-$147.17 Events
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Dividends
Dividend Analysis
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| Trades 1692 | Longs Won 1147/1692 67% | Profit Factor 6.54 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $255,596.93 |
| Average Win $72,800.16 | Best Trade (Jun 11) $4.38M | Sharpe Ratio -16.3 |
| Average Loss -$23,434.06 | Worst Trade (Sep 30) -$1.57M | Z-Score 11.39 (100%) |
| Commissions $0 | Avg. Trade Length 1y 10m 3d | Expectancy $41,802.73 |
| 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 | 9,259 | 8,333 | 7,407 | 6,481 | 5,556 | 4,630 | 3,704 | 2,778 | 1,852 | 926 |
Hover over the desired column for a detailed explanation.
Returns
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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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