Long-term investor
Ascent Group, LLC @ascentgroupllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001913231).
Record
- Tracked since 2025-06-30 (441 days), 59 trades recorded
- Returns: week n/a · month n/a · 90 days +9.1% · 6 months n/a · 1 year +14.4% · all +14.4%
- Max drawdown n/a · win rate 20% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- SPYM · 6.5% · long · since 2025-06-30
- IVW · 3.0% · long · since 2025-06-30
- AAPL · 2.5% · long · since 2025-06-30
- NVDA · 2.4% · long · since 2025-06-30
- IVE · 2.3% · long · since 2025-06-30
- DYNF · 2.3% · long · since 2025-06-30
- GOOGL · 1.6% · long · since 2025-06-30
- CORO · 1.5% · long · since 2026-03-31
- MSFT · 1.5% · long · since 2025-06-30
- MUB · 1.3% · long · since 2025-06-30
- AGG · 1.3% · long · since 2025-06-30
- BAI · 1.3% · long · since 2025-06-30