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:
28.65%
Gain -0.92%
Monthly
1.27%
Yearly
16.3%
Drawdown
16.86%
$174.06M
Equity
Holdings
$174.06M
Investment
$144.35M
$31.1M
Profit -$1.27M
Realized
$1.4M
Unrealized
$29.7M
Dividends
$3.84M
Goals
Avg. 58% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.92%
Profit
-$1.27M
Win %
73%
This Week
Compared To Last Week
Gain
-0.64%
Profit
-$1.11M
Win %
73%
This Month
Compared to last month
Gain
-0.72%
Profit
-$1.27M
Win %
73%
This Year
Compared to last year
Gain
0.82%
Profit
$1.5M
Win %
73%
AMZN Amazon.com Inc
+15.32%
+$55,491.02 
MSFT Microsoft Corp.
+3.02%
+$39,892.95 
NVDA NVIDIA Corporation
+2.93%
+$22,234.77 
VZ Verizon Communications Inc.
+1.52%
+$3,488.8 
SPYG SPDR Portfolio S&P 500 Growth ETF
+1.45%
+$9,019.67 
NOC Northrop Grumman Corporation
+1.43%
+$3,364.83 
VOOG Vanguard S&P 500 Growth ETF
+1.41%
+$3,794.54 
IUSG iShares Core S&P U.S. Growth ETF
+1.37%
+$18,508.17 
QLD ProShares Ultra QQQ
+1.2%
+$3,863.97 
VUG Vanguard Growth ETF
+1.1%
+$19,995.93 
VONG Vanguard Russell 1000 Growth Fund
+0.83%
+$1,882.64 
MCD McDonald's Corporation
+0.82%
+$3,979.82 
TSLA Tesla, Inc.
+0.76%
+$1,803.02 
IWF iShares Russell 1000 Growth ETF
+0.76%
+$1,516.56 
SPY SPDR S&P 500 ETF Trust
+0.72%
+$5,804.61 
VOO Vanguard S&P 500 ETF
+0.71%
+$434,565.34 
CAT Caterpillar Inc.
+0.7%
+$2,336.04 
DFUS Dimensional U.S. Equity Market ETF
+0.69%
+$44,376.72 
IVV iShares Core S&P 500 ETF
+0.69%
+$61,137.92 
VV Vanguard Large-Cap Index Fund ETF Shares
+0.68%
+$2,581.66 
QQQ Invesco QQQ Trust, Series 1
+0.65%
+$36,496.8 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
+0.58%
+$13,623.48 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
+0.57%
+$3,902.58 
DIA SPDR Dow Jones Industrial Average ETF Trust
+0.54%
+$3,852.51 
VTI VANGUARD TOTAL STOCK MKT ETF
+0.53%
+$17,487.16 
PNC The PNC Financial Services Group, Inc.
+0.47%
+$1,961.54 
CTA Simplify Managed Futures Strategy ETF
+0.41%
+$929.82 
BRK-B Berkshire Hathaway Inc.
+0.36%
+$1,328.04 
BAC Bank of America Corporation
+0.36%
+$987.36 
JEPI JPMorgan Equity Premium Income Fund
+0.33%
+$10,550.89 
SMH VanEck Semiconductor ETF
+0.3%
+$715.57 
SPMO Invesco S&P 500 Momentum ETF
+0.29%
+$2,129.13 
JPM JPMorgan Chase & Co.
+0.27%
+$927.78 
JNJ Johnson & Johnson
+0.21%
+$840.58 
SCHD Schwab U.S. Dividend Equity ETF
+0.18%
+$640.68 
T AT&T Inc.
+0.17%
+$766.92 
ARP PMV Adaptive Risk Parity ETF
+0.13%
+$1,181.96 
AVUV Avantis U.S. Small Cap Value ETF
+0.03%
+$66.56 
SHV iShares Short Treasury Bond ETF
+0.03%
+$108.42 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
0%
$0 
VYM Vanguard High Dividend Yield ETF
0%
$0 
AAPL Apple Inc.
-7.35%
-$127,062.64 
MU Micron Technology, Inc.
-5.9%
-$14,662.9 
LRCX Lam Research Corporation
-1.58%
-$2,227.81 
ASML ASML Holding N.V. New York Registry Shares
-1.36%
-$2,333.75 
VLUE iShares MSCI USA Value Factor ETF
-1.13%
-$10,100.28 
TXN Texas Instruments Inc
-1.08%
-$2,663.66 
LOW Lowe's Companies Inc.
-1.08%
-$2,399.39 
INTC Intel Corporation
-1.02%
-$1,755.84 
XOM Exxon Mobil Corporation
-0.97%
-$2,562.75 
D Dominion Energy, Inc.
-0.8%
-$9,368.24 
VHT Vanguard Health Care ETF
-0.76%
-$2,464.01 
BKIE BNY Mellon International Equity ETF
-0.7%
-$30,063.6 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
-0.66%
-$7,212.09 
IEFA iShares Core MSCI EAFE ETF
-0.64%
-$11,899.44 
SPYD SPDR Portfolio S&P 500 High Dividend ETF
-0.48%
-$12,118.56 
HD The Home Depot, Inc.
-0.42%
-$804.82 
VGT Vanguard Information Technology ETF
-0.38%
-$25,194.56 
VIG Vanguard Dividend Appreciation ETF
-0.37%
-$2,566.75 
TFC Truist Financial Corporation
-0.33%
-$743.4 
BTAL AGF U.S. Market Neutral Anti-Beta Fund
-0.33%
-$701.68 
PULS PGIM Ultra Short Bond ETF
-0.3%
-$24,368.4 
IWR iShares Russell Mid-Cap ETF
-0.28%
-$2,723.97 
DGRO iShares Core Dividend Growth ETF
-0.28%
-$12,364.11 
INCM Franklin Income Focus ETF
-0.27%
-$2,621.84 
VBK Vanguard Small-Cap Growth ETF
-0.27%
-$835.37 
VTV Vanguard Value ETF
-0.27%
-$1,163.46 
BND Vanguard Total Bond Market Index Fund
-0.26%
-$3,601.07 
AGG iShares Core U.S. Aggregate Bond ETF
-0.26%
-$8,836.75 
IJJ iShares S&P Mid-Cap 400 Value ETF
-0.26%
-$2,610.6 
BNDX Vanguard Total International Bond ETF
-0.23%
-$797.83 
VB Vanguard Small-Cap ETF
-0.22%
-$2,540.26 
IUSV iShares Core S&P U.S. Value ETF
-0.22%
-$1,924 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.21%
-$2,791.62 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.2%
-$718.65 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.2%
-$455.04 
SPYV SPDR Portfolio S&P 500 Value ETF
-0.16%
-$376.7 
IJH iShares Core S&P Mid-Cap ETF
-0.11%
-$1,194.88 
VTEB Vanguard Tax-Exempt Bond ETF
-0.1%
-$225.55 
VO Vanguard Mid-Cap ETF
-0.05%
-$2,200.12 
SCHO Schwab Short-Term U.S. Treasury ETF
-0.04%
-$701 
V Visa Inc. Class A
-0.04%
-$117.45 
IJR iShares Core S&P Small-Cap ETF
-0.03%
-$885.26 
USHY iShares Broad USD High Yield Corporate Bond ETF
-0.03%
-$495.32 Events
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Dividends
Dividend Analysis
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| Trades 417 | Longs Won 308/417 73% | Profit Factor 30.5 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $530,502.67 |
| Average Win $104,567.26 | Best Trade (Aug 17) $11.05M | Sharpe Ratio -13.08 |
| Average Loss -$9,688.07 | Worst Trade (Mar 30) -$118,348.12 | Z-Score 11.62 (100%) |
| Commissions $0 | Avg. Trade Length 9m 2w 6d | Expectancy $74,588.62 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.01% |
| Consecutive Losing Trades | 17,857 | 16,071 | 14,286 | 12,500 | 10,714 | 8,929 | 7,143 | 5,357 | 3,571 | 1,786 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 5,182 | $1.3M | $1.6M | - | $295,935.24 | 22.68% | -7.354% |
| AGG iShares Core U.S. Aggregate Bond ETF | 35,347 | $3.44M | $3.44M | - | $2,728.03 | 0.08% | -0.256% |
| AMZN Amazon.com Inc | 1,538 | $338,298.5 | $417,690.02 | - | $79,391.52 | 23.47% | +15.321% |
| ARP PMV Adaptive Risk Parity ETF | 28,142 | $872,643.93 | $919,905.7 | - | $47,261.77 | 5.42% | +0.129% |
| ASML ASML Holding N.V. New York Registry Shares | 104 | $206,979 | $169,416 | - | -$37,563 | -18.15% | -1.359% |
| AVUV Avantis U.S. Small Cap Value ETF | 1,664 | $207,560 | $208,465.92 | - | $905.92 | 0.44% | +0.032% |
| BAC Bank of America Corporation | 4,488 | $232,293.74 | $278,031.6 | - | $45,737.86 | 19.69% | +0.356% |
| BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L) | 4,791 | $367,481 | $361,912.14 | - | -$5,568.86 | -1.52% | -0.198% |
| BKIE BNY Mellon International Equity ETF | 125,265 | $3.48M | $4.25M | - | $762,982.8 | 21.91% | -0.703% |
| BND Vanguard Total Bond Market Index Fund | 18,953 | $1.39M | $1.37M | - | -$23,675.17 | -1.7% | -0.262% |
| BNDX Vanguard Total International Bond ETF | 7,253 | $351,241 | $346,475.81 | - | -$4,765.19 | -1.36% | -0.23% |
| BRK-B Berkshire Hathaway Inc. | 714 | $371,557.42 | $365,239.56 | - | -$6,317.86 | -1.7% | +0.365% |
| BTAL AGF U.S. Market Neutral Anti-Beta Fund | 17,542 | $240,345.04 | $214,889.5 | - | -$25,455.54 | -10.59% | -0.325% |
| CAT Caterpillar Inc. | 412 | $241,926.81 | $335,701.72 | - | $93,774.91 | 38.76% | +0.701% |
| CTA Simplify Managed Futures Strategy ETF | 8,453 | $252,685.79 | $229,414.42 | - | -$23,271.37 | -9.21% | +0.407% |
| D Dominion Energy, Inc. | 16,729 | $906,206.59 | $1.16M | - | $250,938.34 | 27.69% | -0.803% |
| DFUS Dimensional U.S. Equity Market ETF | 79,244 | $5.05M | $6.47M | - | $1.41M | 27.98% | +0.691% |
| DGRO iShares Core Dividend Growth ETF | 56,201 | $3.46M | $4.38M | - | $926,104.91 | 26.78% | -0.281% |
| DIA SPDR Dow Jones Industrial Average ETF Trust | 1,371 | $587,725.63 | $718,842.73 | - | $131,117.1 | 22.31% | +0.539% |
| GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF | 16,614 | $1.91M | $2.37M | - | $458,869.77 | 23.98% | +0.578% |
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FAQ
Which stocks have generated the highest profits for Terry Everett Parham Jr.?
The largest contributions to the portfolio's profits come from the following stocks: Vanguard S&P 500 ETF - $807,699.93, PGIM Ultra Short Bond ETF - $445,204.48, Dimensional U.S. Equity Market ETF - $367,910.1, iShares Core S&P 500 ETF - $255,651.04, and iShares Broad USD High Yield Corporate Bond ETF - $250,923.51. 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: Tesla, Inc - $112,171.74, iShares U.S. Technology ETF - $42,104.05, L3Harris Technologies, Inc - $31,350.92, Amazon.com Inc - $25,465.76, and Walmart Inc - $17,457.34. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Terry Everett Parham Jr.'s portfolio generate?
The portfolio generates substantial dividend income, with a total of $3.84M earned over time. The largest contributors to dividend income include Vanguard S&P 500 ETF - $807,699.93, PGIM Ultra Short Bond ETF - $445,204.48, iShares Broad USD High Yield Corporate Bond ETF - $226,821.86, iShares Core U.S. Aggregate Bond ETF - $225,922.92, and SPDR Portfolio S&P 500 High Dividend ETF - $176,642.33. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Terry Everett Parham Jr.'s monthly returns?
Terry Everett Parham Jr.'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 Terry Everett Parham Jr.'s strategy be considered aggressive or moderate?
Terry Everett Parham Jr.'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 Terry Everett Parham Jr.'s strategy?
Terry Everett Parham Jr.'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.
