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:
68.35%
Gain +1.24%
Monthly
0.95%
Yearly
12.02%
Drawdown
18.94%
$217.54M
Equity
Holdings
$217.54M
Investment
$145.1M
$71.02M
Profit +$1.86M
Realized
-$1.41M
Unrealized
$72.43M
Dividends
$12.77M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
1.24%
Profit
$1.86M
Win %
82%
This Week
Compared To Last Week
Gain
-0.67%
Profit
-$1.46M
Win %
82%
This Month
Compared to last month
Gain
-0.17%
Profit
-$368,359.36
Win %
82%
This Year
Compared to last year
Gain
11.56%
Profit
$22.53M
Win %
82%
CIFR Cipher Mining Inc.
+16.97%
+$34,478.6 
MSFT Microsoft Corp.
+2.15%
+$136,494.05 
INTC Intel Corporation
+2.12%
+$19,642.48 
GEV GE Vernova Inc.
+2.07%
+$8,218.12 
AVGO Broadcom Inc.
+1.98%
+$7,026.93 
AMD Advanced Micro Devices, Inc.
+1.57%
+$8,919.01 
GOOG Alphabet Inc
+1.52%
+$11,355.75 
GOOGL Alphabet Inc
+1.5%
+$40,773.42 
IBIT iShares Bitcoin Trust
+1.49%
+$7,254.36 
CVX Chevron Corporation
+1.21%
+$6,746.13 
AMZN Amazon.com Inc
+1.12%
+$23,909.88 
KMI Kinder Morgan, Inc.
+0.91%
+$2,465.32 
COP ConocoPhillips
+0.83%
+$2,846.86 
T AT&T Inc.
+0.8%
+$5,076.75 
XOM Exxon Mobil Corporation
+0.7%
+$36,809.69 
KO The Coca-Cola Company
+0.67%
+$12,030.7 
MO Altria Group, Inc.
+0.6%
+$1,823.61 
MAA Mid-America Apartment Communities, Inc.
+0.59%
+$2,903.94 
GD General Dynamics Corporation
+0.53%
+$1,347.45 
EEM iShares MSCI Emerging Markets ETF
+0.44%
+$3,468.08 
DAL Delta Air Lines, Inc.
+0.43%
+$1,089.72 
IEMG iShares Core MSCI Emerging Markets ETF
+0.34%
+$8,390.96 
ESGE iShares ESG Aware MSCI EM ETF
+0.29%
+$845.85 
IVW ISHARES S&P 500 GROWTH ETF (3IS8)
+0.29%
+$45,981.01 
IYW iShares U.S. Technology ETF
+0.29%
+$10,240.14 
BAI iShares A.I. Innovation and Tech Active ETF
+0.26%
+$3,392.72 
VOOG Vanguard S&P 500 Growth ETF
+0.25%
+$1,268.4 
NVDA NVIDIA Corporation
+0.23%
+$6,992.81 
HSY The Hershey Company
+0.21%
+$385.2 
MTUM iShares MSCI USA Momentum Factor ETF
+0.2%
+$2,600.15 
BLCR iShares Large Cap Core ACT ETF
+0.14%
+$1,092.42 
IBM International Business Machines Corporation
+0.14%
+$589.2 
LMT Lockheed Martin Corporation
+0.14%
+$2,494.64 
CVS CVS Health Corporation
+0.14%
+$421.65 
VWO Vanguard FTSE Emerging Markets ETF
+0.14%
+$353.52 
KMB Kimberly-Clark Corporation
+0.12%
+$423.93 
VGT Vanguard Information Technology ETF
+0.12%
+$3,591.18 
BRK-B Berkshire Hathaway Inc.
+0.1%
+$549 
IWF iShares Russell 1000 Growth ETF
+0.07%
+$3,854.08 
VUG Vanguard Growth ETF
+0.04%
+$358.92 
USB U.S. Bancorp
+0.03%
+$83.26 
TXN Texas Instruments Inc
+0.02%
+$58.99 
ORCL Oracle Corporation
-3.99%
-$7,045.92 
TSLA Tesla, Inc.
-2.97%
-$23,888.2 
LLY Eli Lilly and Company
-2.74%
-$17,221.22 
WCC Wesco International Inc.
-2.69%
-$10,257.83 
BX Blackstone Inc.
-2.62%
-$6,633.36 
MRK Merck & Co., Inc.
-2.42%
-$224,219.67 
GE General Electric Company
-2.16%
-$11,611.74 
AAPL Apple Inc.
-2.14%
-$290,175.6 
FDX FedEx Corporation
-2.13%
-$5,565.27 
MS Morgan Stanley
-2.1%
-$45,684.95 
VLY Valley National Bancorp
-1.87%
-$3,734.92 
WMT Walmart Inc.
-1.79%
-$27,042.24 
CAT Caterpillar Inc.
-1.76%
-$32,814.89 
HD The Home Depot, Inc.
-1.71%
-$12,096.43 
BLK BlackRock, Inc.
-1.7%
-$12,127.85 
AZO AutoZone Inc.
-1.66%
-$5,516.49 
JNJ Johnson & Johnson
-1.66%
-$38,703.12 
ITW Illinois Tool Works Inc.
-1.58%
-$6,323.46 
PLD Prologis Inc.
-1.55%
-$4,278 
NSC Norfolk Southern Corporation
-1.51%
-$7,342.69 
BAC Bank of America Corporation
-1.35%
-$5,936.99 
WFC Wells Fargo & Company
-1.33%
-$3,277.14 
SHEL Shell plc
-1.28%
-$10,935.68 
PFE Pfizer Inc.
-1.22%
-$2,861.51 
CSCO Cisco Systems, Inc.
-1.11%
-$13,589.16 
IEV iShares Europe ETF
-1.1%
-$3,672 
MET MetLife Inc.
-1.05%
-$3,637.26 
FITB Fifth Third Bancorp
-1.02%
-$2,840.26 
VGK Vanguard FTSE Europe ETF
-1.01%
-$2,534.64 
BMY Bristol-Myers Squibb Company
-0.92%
-$10,198.16 
GS The Goldman Sachs Group, Inc.
-0.92%
-$6,086.71 
PRU Prudential Financial, Inc.
-0.92%
-$2,812.2 
QCOM QUALCOMM Incorporated
-0.85%
-$2,327.24 
SO The Southern Company
-0.84%
-$5,714.4 
NEE NextEra Energy, Inc.
-0.83%
-$7,708.58 
AEP American Electric Power Company, Inc.
-0.82%
-$3,568.66 
IJH iShares Core S&P Mid-Cap ETF
-0.79%
-$3,388.2 
KR Kroger Co.
-0.79%
-$11,080.95 
EFG iShares MSCI EAFE Growth ETF
-0.78%
-$30,295.71 
IVLU iShares MSCI International Value Factor ETF
-0.71%
-$11,778.9 
IEFA iShares Core MSCI EAFE ETF
-0.7%
-$10,089.9 
VIG Vanguard Dividend Appreciation ETF
-0.7%
-$41,552.08 
EFV iShares MSCI EAFE Value ETF
-0.69%
-$29,329.17 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.69%
-$4,964.16 
IWN iShares Russell 2000 Value ETF
-0.66%
-$2,847 
IJR iShares Core S&P Small-Cap ETF
-0.65%
-$5,093.99 
JPM JPMorgan Chase & Co.
-0.65%
-$17,176.12 
IVE ISHARES S&P 500 VALUE ETF
-0.63%
-$42,787.93 
IWM iShares Russell 2000 ETF
-0.62%
-$1,991.09 
VTWO Vanguard Russell 2000 ETF
-0.61%
-$3,492.72 
DGRO iShares Core Dividend Growth ETF
-0.6%
-$4,509.1 
DVY iShares Select Dividend ETF
-0.59%
-$5,958.72 
AMGN Amgen Inc.
-0.58%
-$1,267.76 
DIA SPDR Dow Jones Industrial Average ETF Trust
-0.56%
-$2,801.08 
PG Procter & Gamble Co
-0.56%
-$5,082 
TLH iShares 10-20 Year Treasury Bond ETF
-0.54%
-$5,428.26 
IJK iShares S&P Mid-Cap 400 Growth ETF
-0.53%
-$1,280.3 
SCHD Schwab U.S. Dividend Equity ETF
-0.52%
-$7,983.03 
FTCS First Trust Capital Strength ETF
-0.49%
-$2,127.84 
IDEF iShares U.S. Defense & Aerospace Index ETF
-0.48%
-$3,188.85 
C Citigroup Inc.
-0.48%
-$1,289 
VYM Vanguard High Dividend Yield ETF
-0.46%
-$10,050.68 
IWD iShares Russell 1000 Value ETF
-0.44%
-$20,404.98 
VONV Vanguard Russell 1000 Value Index Fund
-0.44%
-$1,287.84 
QUAL iShares MSCI USA Quality Factor ETF
-0.42%
-$8,797.04 
ABBV AbbVie Inc.
-0.41%
-$2,686.03 
XLF Financial Select Sector SPDR Fund
-0.38%
-$872.68 
VONE Vanguard Russell 1000 ETF
-0.28%
-$1,321.92 
GOVT iShares U.S. Treasury Bond ETF
-0.27%
-$904.08 
SCHZ Schwab U.S. Aggregate Bond ETF
-0.26%
-$3,073.14 
IWV ISHARES RUSSELL 3000 ETF
-0.25%
-$2,404.08 
PH Parker-Hannifin Corporation
-0.25%
-$1,424.37 
AGG iShares Core U.S. Aggregate Bond ETF
-0.24%
-$865.2 
IUSB iShares Core Universal USD Bond ETF
-0.24%
-$5,020.29 
ESGU iShares ESG Aware MSCI USA ETF
-0.23%
-$2,975.54 
ITOT iShares Core S&P Total U.S. Stock Market ETF
-0.23%
-$1,064.12 
MBB iShares MBS ETF
-0.22%
-$1,425.27 
VZ Verizon Communications Inc.
-0.22%
-$1,451.79 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.21%
-$1,070.95 
IAU iShares Gold Trust
-0.21%
-$1,051.52 
VLUE iShares MSCI USA Value Factor ETF
-0.21%
-$994.92 
VTEB Vanguard Tax-Exempt Bond ETF
-0.2%
-$2,434.6 
IVV iShares Core S&P 500 ETF
-0.18%
-$16,520.92 
MUB iShares National Muni Bond ETF
-0.18%
-$2,796.8 
VOO Vanguard S&P 500 ETF
-0.17%
-$589.67 
SPY SPDR S&P 500 ETF Trust
-0.17%
-$10,461.08 
DYNF iShares U.S. Equity Factor Rotation Active ETF
-0.15%
-$4,447.4 
SUSL iShares ESG MSCI USA Leaders ETF
-0.14%
-$9,860.32 
PM Philip Morris International Inc.
-0.13%
-$1,084.26 
EMXC iShares MSCI Emerging Markets ex China ETF
-0.12%
-$1,220.78 
BINC iShares Flexible Income Active ETF
-0.12%
-$434.04 
BNY BlackRock New York Municipal Income Trust
-0.12%
-$439.92 
IAGG iShares International Aggregate Bond Fund
-0.09%
-$302.81 
OEF iShares S&P 100 ETF
-0.09%
-$7,172.06 
THRO iShares U.S. Thematic Rotation Active ETF
-0.08%
-$883.05 
USMV iShares MSCI USA Min Vol Factor ETF
-0.08%
-$556.24 
MCD McDonald's Corporation
-0.03%
-$270.99 
META Meta Platforms Inc Class A
-0.03%
-$353.28 
ADP Automatic Data Processing Inc.
-0.01%
-$36.4 Events
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Dividends
Dividend Analysis
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| Trades 1692 | Longs Won 1136/1692 67% | Profit Factor 6.5 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $275,280.16 |
| Average Win $73,892.68 | Best Trade (Jul 30) $5.96M | Sharpe Ratio -12.16 |
| Average Loss -$23,240.87 | Worst Trade (Sep 30) -$1.57M | Z-Score 16.58 (100%) |
| Commissions $0 | Avg. Trade Length 1y 10m 3w 4d | Expectancy $41,974.09 |
| 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 | 9,346 | 8,411 | 7,477 | 6,542 | 5,607 | 4,673 | 3,738 | 2,804 | 1,869 | 935 |
Hover over the desired column for a detailed explanation.
Returns
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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: Merck & Co., Inc - $1.55M, iShares S&P 100 ETF - $1.15M, iShares ESG MSCI USA Leaders ETF - $1.1M, Exxon Mobil Corporation - $763,731.78, and iShares MSCI EAFE Value ETF - $710,888.62. 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 - $1.42M, PayPal Holdings Inc - $509,820.72, Intel Corporation - $328,463.27, iShares Core S&P Small-Cap ETF - $272,154.93, and Pfizer Inc - $267,367.78. 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 $12.77M earned over time. The largest contributors to dividend income include Merck & Co., Inc - $1.14M, Exxon Mobil Corporation - $607,456.65, iShares MSCI EAFE Value ETF - $591,323.31, iShares Core S&P 500 ETF - $405,380.61, and ISHARES S&P 500 VALUE ETF - $372,031.91. 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.
