Terry Everett Parham Jr. Portfolio
Invests via Innovative Wealth Building LLC | Managed by Terry Everett Parham Jr.
Invests via Innovative Wealth Building LLC
Managed by Terry Everett Parham Jr.
Automatically Tracked
Operates as a private-equity and venture-focused investor with operating roots in technology and industrial services. Terry Everett Parham Jr. combines C-suite operating experience with portfolio management, sourcing control and growth-stage minority investments; focus areas include software-enabled services, industrial tech and B2B SaaS. Active in board governance, operational transformation and capital formation, often backing founder-led teams and driving go-to-market scaling. Known for pragmatic deal structuring, hands-on operational support and strategic exits across mid-market transactions.
Operates as a private-equity and venture-focused investor with operating roots in technology and industrial services. Terry Everett Parham Jr. combines C-suite operating experience with portfolio management, sourcing control and growth-stage minority investments; focus areas include software-enabled services, industrial tech and B2B SaaS. Active in board governance, operational transformation and capital formation, often backing founder-led teams and driving go-to-market scaling. Known for pragmatic deal structuring, hands-on operational support and strategic exits across mid-market transactions.
Investment Philosophy & Strategy
Leverages operating C-suite experience to pursue control and growth-stage minority investments in software-enabled services, industrial tech and B2B SaaS. Prefers hands-on capital deployment that pairs pragmatic deal structures with active board involvement and operational transformation to accelerate go-to-market scale. Emphasizes mid-market businesses with founder-led management, disciplinarily balancing growth-oriented value creation against staged capital and exit planning. Decisions are driven by operational KPIs, cash-flow improvement potential and clear strategic pathways to liquidity.
Leverages operating C-suite experience to pursue control and growth-stage minority investments in software-enabled services, industrial tech and B2B SaaS. Prefers hands-on capital deployment that pairs pragmatic deal structures with active board involvement and operational transformation to accelerate go-to-market scale. Emphasizes mid-market businesses with founder-led management, disciplinarily balancing growth-oriented value creation against staged capital and exit planning. Decisions are driven by operational KPIs, cash-flow improvement potential and clear strategic pathways to liquidity.
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:
1.01%
Gain
Monthly
0.05%
Yearly
0.65%
Drawdown
21.39%
$160.21M
Equity
Holdings
$160.21M
Investment
$132.38M
$28.95M
Profit -$615,513.56
Realized
$1.12M
Unrealized
$27.83M
Dividends
$3.74M
Goals
Avg. 100% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0%
Profit
-$615,513.56
Win %
83%
This Week
Compared To Last Week
Gain
-0.4%
Profit
-$644,995.68
Win %
83%
This Month
Compared to last month
Gain
-0.24%
Profit
-$390,989.63
Win %
83%
This Year
Compared to last year
Gain
12.7%
Profit
$18.05M
Win %
82%
NOC Northrop Grumman Corporation
+2.45%
+$5,611.72 
JNJ Johnson & Johnson
+1.64%
+$6,247.2 
CAT Caterpillar Inc.
+1.58%
+$5,552 
CTA Simplify Managed Futures Strategy ETF
+1.53%
+$3,161.84 
XOM Exxon Mobil Corporation
+1.36%
+$2,669.03 
BTAL AGF U.S. Market Neutral Anti-Beta Fund
+1.22%
+$2,309.41 
VLUE iShares MSCI USA Value Factor ETF
+0.88%
+$8,194.69 
LHX L3Harris Technologies, Inc.
+0.82%
+$1,376.51 
JPM JPMorgan Chase & Co.
+0.62%
+$2,157.69 
BRK-B Berkshire Hathaway Inc.
+0.51%
+$2,208.69 
D Dominion Energy, Inc.
+0.39%
+$4,641 
SPMO Invesco S&P 500 Momentum ETF
+0.34%
+$2,037 
VTV Vanguard Value ETF
+0.32%
+$1,178.76 
BAC Bank of America Corporation
+0.23%
+$668.78 
VHT Vanguard Health Care ETF
+0.21%
+$898.66 
WMT Walmart Inc.
+0.18%
+$340.41 
VYM Vanguard High Dividend Yield ETF
+0.13%
+$763.89 
AGG iShares Core U.S. Aggregate Bond ETF
+0.13%
+$4,652.24 
BND Vanguard Total Bond Market Index Fund
+0.12%
+$493.17 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
+0.12%
+$1,351.64 
SCHO Schwab Short-Term U.S. Treasury ETF
+0.06%
+$1,072.71 
PULS PGIM Ultra Short Bond ETF
+0.05%
+$3,751.05 
SCHD Schwab U.S. Dividend Equity ETF
+0.04%
+$138.53 
INCM Franklin Income Focus ETF
+0.04%
+$367.01 
SHV iShares Short Treasury Bond ETF
+0.04%
+$93.03 
SPYD SPDR Portfolio S&P 500 High Dividend ETF
+0.03%
+$749.62 
DGRO iShares Core Dividend Growth ETF
+0.01%
+$296.75 
MSFT Microsoft Corp.
-2.11%
-$24,764.72 
TSLA Tesla, Inc.
-2.07%
-$6,666.16 
V Visa Inc. Class A
-1.8%
-$5,720.12 
QLD ProShares Ultra QQQ
-1.72%
-$5,566.24 
LOW Lowe's Companies Inc.
-1.29%
-$2,924.56 
VUG Vanguard Growth ETF
-1.11%
-$19,413.87 
NVDA NVIDIA Corporation
-1.09%
-$8,057.11 
ARP PMV Adaptive Risk Parity ETF
-1.04%
-$8,364.6 
QQQ Invesco QQQ Trust, Series 1
-0.88%
-$50,634.2 
SPYG SPDR Portfolio S&P 500 Growth ETF
-0.84%
-$5,977.62 
VOOG Vanguard S&P 500 Growth ETF
-0.84%
-$3,246.9 
IUSG iShares Core S&P U.S. Growth ETF
-0.79%
-$11,848.92 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
-0.72%
-$4,942.75 
PNC The PNC Financial Services Group, Inc.
-0.7%
-$2,146.68 
IJR iShares Core S&P Small-Cap ETF
-0.67%
-$21,873.06 
MCD McDonald's Corporation
-0.54%
-$2,672.82 
IJJ iShares S&P Mid-Cap 400 Value ETF
-0.54%
-$5,789.6 
IVV iShares Core S&P 500 ETF
-0.51%
-$48,015.25 
VOO Vanguard S&P 500 ETF
-0.51%
-$306,168.72 
DFUS Dimensional U.S. Equity Market ETF
-0.5%
-$35,684.76 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
-0.5%
-$12,650.07 
SPY SPDR S&P 500 ETF Trust
-0.49%
-$4,071.83 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.49%
-$1,516.59 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.48%
-$7,050.79 
AMZN Amazon.com Inc
-0.48%
-$1,935.6 
VV Vanguard Large-Cap Index Fund ETF Shares
-0.47%
-$1,794.16 
VB Vanguard Small-Cap ETF
-0.47%
-$5,440.46 
VGT Vanguard Information Technology ETF
-0.46%
-$28,724.8 
SPMD SPDR Portfolio S&P 400 Mid Cap ETF
-0.41%
-$1,459.42 
VBK Vanguard Small-Cap Growth ETF
-0.39%
-$1,211.77 
IEFA iShares Core MSCI EAFE ETF
-0.39%
-$6,828.75 
IWR iShares Russell Mid-Cap ETF
-0.37%
-$3,320.59 
IJH iShares Core S&P Mid-Cap ETF
-0.37%
-$3,772.44 
BKIE BNY Mellon International Equity ETF
-0.33%
-$13,052 
AAPL Apple Inc.
-0.31%
-$5,161.25 
JEPI JPMorgan Equity Premium Income Fund
-0.22%
-$2,380.12 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.11%
-$1,220.24 
VTEB Vanguard Tax-Exempt Bond ETF
-0.11%
-$245.41 
VIG Vanguard Dividend Appreciation ETF
-0.1%
-$641.78 
IUSV iShares Core S&P U.S. Value ETF
-0.09%
-$753.5 
DIA SPDR Dow Jones Industrial Average ETF Trust
-0.06%
-$424.36 
VO Vanguard Mid-Cap ETF
-0.06%
-$2,638.5 
USHY iShares Broad USD High Yield Corporate Bond ETF
-0.04%
-$818.38 Events
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Dividends
Dividend Analysis
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| Trades 335 | Longs Won 264/335 78% | Profit Factor 57.93 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $543,586.38 |
| Average Win $111,586.68 | Best Trade (Jul 13) $9.8M | Sharpe Ratio -15.64 |
| Average Loss -$7,162.08 | Worst Trade (Jul 10) -$89,667.04 | Z-Score 17.98 (100%) |
| Commissions $0 | Avg. Trade Length 9m 2w 2d | Expectancy $86,419.03 |
| 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 | 22,222 | 20,000 | 17,778 | 15,556 | 13,333 | 11,111 | 8,889 | 6,667 | 4,444 | 2,222 |
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Returns
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