Long-term investor
Boyce & Associates Wealth Consulting, Inc. @boyceassociateswealthcon
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001922884).
Record
- Tracked since 2025-06-30 (446 days), 70 trades recorded
- Returns: week n/a · month n/a · 90 days +7.7% · 6 months n/a · 1 year +15.5% · all +15.5%
- Max drawdown n/a · win rate 7% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 97717X669 · 13.7% · long · since 2025-06-30
- 92189F643 · 7.6% · long · since 2025-06-30
- 33740F888 · 6.2% · long · since 2025-06-30
- 808524771 · 5.2% · long · since 2025-06-30
- 52468L505 · 4.8% · long · since 2025-06-30
- 38149W622 · 4.2% · long · since 2025-06-30
- 46641Q274 · 4.0% · long · since 2026-03-31
- NVDA · 3.4% · long · since 2025-06-30
- 33735K108 · 2.9% · long · since 2025-06-30
- 92647X830 · 2.7% · long · since 2026-03-31
- 33740F821 · 2.6% · long · since 2025-06-30
- 25434V831 · 2.2% · long · since 2025-06-30