Long-term investor
Alpha Omega Wealth Management LLC @alphaomegawealthmanageme
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001665633).
Record
- Tracked since 2025-06-30 (441 days), 41 trades recorded
- Returns: week n/a · month n/a · 90 days +6.2% · 6 months n/a · 1 year +14.0% · all +14.0%
- Max drawdown n/a · win rate 22% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- JPST · 6.1% · long · since 2025-06-30
- VUSB · 3.6% · long · since 2025-06-30
- MSFT · 2.9% · long · since 2025-06-30
- AAPL · 2.8% · long · since 2025-06-30
- GSST · 2.5% · long · since 2025-06-30
- FNDF · 2.3% · long · since 2025-06-30
- CSCO · 2.2% · long · since 2025-06-30
- CVS · 1.9% · long · since 2025-06-30
- ABBV · 1.8% · long · since 2025-06-30
- CVX · 1.8% · long · since 2025-06-30
- JNJ · 1.8% · long · since 2025-06-30
- MPC · 1.6% · long · since 2025-06-30