Long-term investor
4wealth Advisors, Inc. @4wealthadvisorsinc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002056676).
Record
- Tracked since 2025-06-30 (441 days), 98 trades recorded
- Returns: week n/a · month n/a · 90 days +5.2% · 6 months n/a · 1 year +9.4% · all +9.4%
- Max drawdown n/a · win rate 26% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- BIL · 4.6% · long · since 2025-06-30
- MPRO · 4.1% · long · since 2025-06-30
- JEPI · 3.5% · long · since 2025-06-30
- NVDA · 3.0% · long · since 2025-06-30
- VGSH · 2.5% · long · since 2025-06-30
- JEPQ · 2.5% · long · since 2025-06-30
- VCIT · 2.4% · long · since 2025-06-30
- AAPL · 2.4% · long · since 2025-06-30
- VCSH · 2.1% · long · since 2025-06-30
- MSFT · 1.9% · long · since 2025-06-30
- VOO · 1.9% · long · since 2025-06-30
- JNJ · 1.6% · long · since 2025-06-30