Long-term investor
Asset Advisory Group, Inc. @assetadvisorygroupinc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002110402).
Record
- Tracked since 2025-12-31 (264 days), 26 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +6.6%
- Max drawdown n/a · win rate 0% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- AAPL · 8.1% · long · since 2025-12-31
- 92206C409 · 5.2% · long · since 2025-12-31
- BRK-B · 5.1% · long · since 2025-12-31
- KEY · 4.8% · long · since 2025-12-31
- 25434V708 · 4.1% · long · since 2025-12-31
- 922908736 · 3.8% · long · since 2025-12-31
- 921908844 · 3.7% · long · since 2025-12-31
- 808524797 · 3.4% · long · since 2025-12-31
- 78462F103 · 3.2% · long · since 2025-12-31
- 72201R585 · 3.1% · long · since 2025-12-31
- 46641Q159 · 3.0% · long · since 2025-12-31
- 808524102 · 2.9% · long · since 2025-12-31