Long-term investor
Advisors Asset Management, Inc. @advisorsassetmanagementi
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001297376).
Record
- Tracked since 2025-06-30 (441 days), 50 trades recorded
- Returns: week n/a · month n/a · 90 days +6.4% · 6 months n/a · 1 year +12.4% · all +12.4%
- Max drawdown n/a · win rate 47% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- GOOGL · 2.8% · long · since 2025-06-30
- AMZN · 2.6% · long · since 2025-06-30
- AAPL · 2.2% · long · since 2025-06-30
- MSFT · 1.6% · long · since 2025-06-30
- META · 1.3% · long · since 2025-06-30
- WMT · 1.2% · long · since 2025-06-30
- MU · 1.0% · long · since 2025-06-30
- V · 1.0% · long · since 2025-06-30
- MA · 0.9% · long · since 2025-06-30
- GLW · 0.8% · long · since 2025-06-30
- IBM · 0.7% · long · since 2025-06-30
- VZ · 0.7% · long · since 2025-06-30