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:
28.55%
Gain -0.64%
Monthly
1.17%
Yearly
15.05%
Drawdown
16.99%
$181.29M
Equity
Holdings
$181.29M
Investment
$152.54M
$31M
Profit -$888,220.76
Realized
$2.26M
Unrealized
$28.75M
Dividends
$4.38M
Goals
Avg. 49% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
-0.64%
Profit
-$888,220.76
Win %
72%
This Week
Compared To Last Week
Gain
-1.19%
Profit
-$2.17M
Win %
72%
This Month
Compared to last month
Gain
0.33%
Profit
$596,724.78
Win %
72%
This Year
Compared to last year
Gain
-0.49%
Profit
-$539,207.84
Win %
73%
NOC Northrop Grumman Corporation
+2.16%
+$4,810.45 
JPM JPMorgan Chase & Co.
+1.81%
+$6,003.23 
PNC The PNC Financial Services Group, Inc.
+1.43%
+$4,567.64 
D Dominion Energy, Inc.
+1.34%
+$14,413.17 
VDE Vanguard Energy ETF
+1.32%
+$2,948.47 
TFC Truist Financial Corporation
+1.22%
+$2,492.61 
JNJ Johnson & Johnson
+1.22%
+$5,382.78 
LOW Lowe's Companies Inc.
+1.13%
+$2,925.96 
XOM Exxon Mobil Corporation
+0.98%
+$2,440.69 
BTAL AGF U.S. Market Neutral Anti-Beta Fund
+0.86%
+$2,105.95 
AAPL Apple Inc.
+0.82%
+$24,722.94 
T AT&T Inc.
+0.77%
+$3,666.78 
CTA Simplify Managed Futures Strategy ETF
+0.76%
+$1,935.67 
TXN Texas Instruments Inc
+0.76%
+$1,802 
VZ Verizon Communications Inc.
+0.74%
+$1,933.14 
BAC Bank of America Corporation
+0.71%
+$1,626.08 
SCHD Schwab U.S. Dividend Equity ETF
+0.7%
+$5,434.37 
SPYD SPDR Portfolio S&P 500 High Dividend ETF
+0.7%
+$16,133.37 
BRK-B Berkshire Hathaway Inc.
+0.69%
+$2,635.34 
V Visa Inc. Class A
+0.68%
+$2,265.3 
WMT Walmart Inc.
+0.45%
+$1,138.44 
DGRO iShares Core Dividend Growth ETF
+0.41%
+$16,814.53 
MCD McDonald's Corporation
+0.39%
+$1,713.29 
IEFA iShares Core MSCI EAFE ETF
+0.37%
+$5,520.96 
VYM Vanguard High Dividend Yield ETF
+0.32%
+$1,075.08 
SCHF Schwab International Equity ETF
+0.26%
+$977.62 
CAT Caterpillar Inc.
+0.24%
+$725.12 
VTV Vanguard Value ETF
+0.23%
+$2,399.85 
INCM Franklin Income Focus ETF
+0.21%
+$2,098.14 
VEA VANGUARD FTSE DEVELOPED MARKETS ETF
+0.18%
+$2,902.62 
IUSV iShares Core S&P U.S. Value ETF
+0.15%
+$1,337.17 
VTIP Vanguard Short-Term Inflation-Protected Securities Index Fund
+0.13%
+$1,449.11 
VIG Vanguard Dividend Appreciation ETF
+0.1%
+$811.99 
BKIE BNY Mellon International Equity ETF
+0.07%
+$3,125.75 
SCHO Schwab Short-Term U.S. Treasury ETF
+0.06%
+$1,016.94 
SPYV SPDR Portfolio S&P 500 Value ETF
+0.06%
+$162.28 
PULS PGIM Ultra Short Bond ETF
+0.05%
+$4,112.1 
VCSH Vanguard Short-Term Corporate Bond ETF
+0.04%
+$95.2 
JEPI JPMorgan Equity Premium Income Fund
+0.04%
+$1,484.45 
NVDA NVIDIA Corporation
+0.04%
+$349.44 
SHV iShares Short Treasury Bond ETF
+0.04%
+$169.28 
BND Vanguard Total Bond Market Index Fund
+0.04%
+$801.48 
IJJ iShares S&P Mid-Cap 400 Value ETF
+0.02%
+$191.4 
AGG iShares Core U.S. Aggregate Bond ETF
+0.01%
+$338.73 
ARP PMV Adaptive Risk Parity ETF
0%
$0 
INTC Intel Corporation
-4.25%
-$9,610.65 
MU Micron Technology, Inc.
-3.89%
-$13,910.4 
QLD ProShares Ultra QQQ
-3.3%
-$10,028.4 
MSFT Microsoft Corp.
-2.13%
-$34,051.5 
VBK Vanguard Small-Cap Growth ETF
-2.07%
-$5,733.9 
VGT Vanguard Information Technology ETF
-2%
-$134,818.6 
SMH VanEck Semiconductor ETF
-1.8%
-$4,781.43 
QQQ Invesco QQQ Trust, Series 1
-1.63%
-$104,866.88 
QQQM Invesco NASDAQ 100 ETF
-1.53%
-$3,965.21 
IWF iShares Russell 1000 Growth ETF
-1.38%
-$3,355.02 
SPMO Invesco S&P 500 Momentum ETF
-1.37%
-$9,656.41 
TSLA Tesla, Inc.
-1.36%
-$3,808.08 
VONG Vanguard Russell 1000 Growth Fund
-1.35%
-$4,017.06 
JEPQ JPMorgan Nasdaq Equity Premium Income ETF
-1.33%
-$9,764.78 
VUG Vanguard Growth ETF
-1.29%
-$31,748.64 
IBM International Business Machines Corporation
-1.28%
-$3,420.56 
SPYG SPDR Portfolio S&P 500 Growth ETF
-1.18%
-$8,531.28 
IUSG iShares Core S&P U.S. Growth ETF
-1.17%
-$16,931.25 
VOOG Vanguard S&P 500 Growth ETF
-1.14%
-$5,130.33 
VWO Vanguard FTSE Emerging Markets ETF
-1.08%
-$2,865.12 
VLUE iShares MSCI USA Value Factor ETF
-1.01%
-$8,674.2 
VB Vanguard Small-Cap ETF
-0.93%
-$13,965.48 
AMZN Amazon.com Inc
-0.84%
-$3,657.13 
IWR iShares Russell Mid-Cap ETF
-0.75%
-$7,432.48 
DFUS Dimensional U.S. Equity Market ETF
-0.72%
-$43,632 
VTI VANGUARD TOTAL STOCK MKT ETF
-0.68%
-$35,302.43 
GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF
-0.67%
-$15,943.21 
MDY SPDR S&P MidCap 400 ETF Trust
-0.64%
-$1,729.92 
VOO Vanguard S&P 500 ETF
-0.6%
-$385,906.05 
IJH iShares Core S&P Mid-Cap ETF
-0.6%
-$6,124.79 
IVV iShares Core S&P 500 ETF
-0.6%
-$58,069.22 
SPY SPDR S&P 500 ETF Trust
-0.6%
-$2,378.19 
IJR iShares Core S&P Small-Cap ETF
-0.47%
-$13,286 
VHT Vanguard Health Care ETF
-0.45%
-$1,580.21 
VV Vanguard Large-Cap Index Fund ETF Shares
-0.44%
-$989.09 
VO Vanguard Mid-Cap ETF
-0.44%
-$17,462.45 
USHY iShares Broad USD High Yield Corporate Bond ETF
-0.25%
-$4,488.89 
VXUS Vanguard Total International Stock Index Fund Investor Shares
-0.24%
-$5,659.85 
BNDX Vanguard Total International Bond ETF
-0.13%
-$777.42 
VBR VANGUARD SMALL-CAP VALUE ETF
-0.02%
-$47.71 
BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L)
-0.01%
-$78.33 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 500 | Longs Won 365/500 73% | Profit Factor 23.44 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $496,720.95 |
| Average Win $88,727.6 | Best Trade (Oct 15) $10.66M | Sharpe Ratio -11.19 |
| Average Loss -$10,234.58 | Worst Trade (Mar 30) -$118,348.12 | Z-Score 10.84 (100%) |
| Commissions $0 | Avg. Trade Length 9m 3w 2d | Expectancy $62,007.81 |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.01% |
| Consecutive Losing Trades | 17,857 | 16,071 | 14,286 | 12,500 | 10,714 | 8,929 | 7,143 | 5,357 | 3,571 | 1,786 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AAPL Apple Inc. | 8,767 | $2.5M | $3.02M | - | $524,320.73 | 20.98% | +0.825% |
| AGG iShares Core U.S. Aggregate Bond ETF | 33,873 | $3.3M | $3.23M | - | -$64,017.56 | -1.94% | +0.01% |
| AMZN Amazon.com Inc | 1,701 | $378,909.93 | $429,689.61 | - | $50,779.68 | 13.4% | -0.844% |
| ARP PMV Adaptive Risk Parity ETF | 36,099 | $1.14M | $1.23M | - | $85,446.99 | 7.47% | 0.0 |
| BAC Bank of America Corporation | 4,455 | $230,591.41 | $231,949.57 | - | $1,358.16 | 0.59% | +0.706% |
| BIV Vanguard Intermediate-Term Bond ETF (likely mapping for ticker 0V1L) | 7,833 | $590,184.68 | $575,960.49 | - | -$14,224.19 | -2.41% | -0.014% |
| BKIE BNY Mellon International Equity ETF | 125,030 | $3.48M | $4.17M | - | $691,300.84 | 19.88% | +0.075% |
| BND Vanguard Total Bond Market Index Fund | 32,059 | $2.31M | $2.27M | - | -$41,139.11 | -1.78% | +0.035% |
| BNDX Vanguard Total International Bond ETF | 12,957 | $618,596.02 | $610,922.55 | - | -$7,673.47 | -1.24% | -0.127% |
| BRK-B Berkshire Hathaway Inc. | 723 | $376,038.97 | $382,701.97 | - | $6,663 | 1.77% | +0.693% |
| BTAL AGF U.S. Market Neutral Anti-Beta Fund | 19,145 | $259,581.04 | $246,204.7 | - | -$13,376.34 | -5.15% | +0.863% |
| CAT Caterpillar Inc. | 412 | $241,926.81 | $303,808.8 | - | $61,881.99 | 25.58% | +0.239% |
| CTA Simplify Managed Futures Strategy ETF | 8,603 | $257,012.04 | $255,207.99 | - | -$1,804.05 | -0.7% | +0.764% |
| D Dominion Energy, Inc. | 17,057 | $926,056.66 | $1.09M | - | $160,559.52 | 17.34% | +1.344% |
| DFUS Dimensional U.S. Equity Market ETF | 72,119 | $4.6M | $6.01M | - | $1.42M | 30.82% | -0.72% |
| DGRO iShares Core Dividend Growth ETF | 51,737 | $3.18M | $4.08M | - | $898,510.84 | 28.22% | +0.414% |
| GSLC Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF | 16,186 | $1.86M | $2.37M | - | $505,561.03 | 27.12% | -0.668% |
| IBM International Business Machines Corporation | 1,144 | $251,639 | $264,412.72 | - | $12,773.72 | 5.08% | -1.277% |
| IEFA iShares Core MSCI EAFE ETF | 15,336 | $1.1M | $1.49M | - | $384,073.53 | 34.81% | +0.373% |
| IJH iShares Core S&P Mid-Cap ETF | 13,920 | $892,734.18 | $1.01M | - | $117,718.62 | 13.19% | -0.602% |
No Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
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 - $970,669.53, Dimensional U.S. Equity Market ETF - $520,816.92, PGIM Ultra Short Bond ETF - $472,893.48, iShares Core Dividend Growth ETF - $328,705.18, and iShares Core MSCI EAFE ETF - $318,645.28. 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, Lam Research Corporation - $49,527.84, The Home Depot, Inc - $47,097.53, iShares U.S. Technology ETF - $42,104.05, and Exxon Mobil Corporation - $41,240.87. 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 $4.38M earned over time. The largest contributors to dividend income include Vanguard S&P 500 ETF - $970,669.53, PGIM Ultra Short Bond ETF - $472,893.48, iShares Broad USD High Yield Corporate Bond ETF - $248,372.59, iShares Core U.S. Aggregate Bond ETF - $237,836.98, and SPDR Portfolio S&P 500 High Dividend ETF - $202,798.22. 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.
2026 © Marketlog. All Rights Reserved.
