Long-term investor
Ball & Co. Wealth Management Inc. @ballcowealthmanagementin
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002057075).
Record
- Tracked since 2025-06-30 (446 days), 83 trades recorded
- Returns: week n/a · month n/a · 90 days +3.9% · 6 months n/a · 1 year +13.2% · all +13.2%
- Max drawdown n/a · win rate 20% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 921908844 · 20.5% · long · since 2025-09-30
- 464287614 · 14.4% · long · since 2025-06-30
- 464288877 · 14.0% · long · since 2025-09-30
- GLD · 11.2% · long · since 2025-06-30
- 500767389 · 7.8% · long · since 2026-03-31
- 14020W106 · 6.9% · long · since 2025-06-30
- 00162Q452 · 5.0% · long · since 2025-06-30
- 81369Y860 · 4.9% · long · since 2026-06-30
- AMGN · 3.7% · long · since 2025-06-30
- 26923Q747 · 2.6% · long · since 2026-06-30
- 81369Y209 · 1.7% · long · since 2025-12-31
- 31609A305 · 0.9% · long · since 2025-06-30