Cassia Capital Partners, LLC
Long-term investor · NC · @cassiacapitalpartnersllc
-4.8%
All time
S&P +14.9%
Long-term investor
Cassia Capital Partners, LLC @cassiacapitalpartnersllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001844897).
Record
- Tracked since 2025-06-30 (493 days), 44 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months -5.9% · 1 year -4.8% · all -4.8%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 46429B697 · 11.4% · long · since 2025-09-30
- GLD · 8.8% · long · since 2025-09-30
- 97717Y527 · 6.3% · long · since 2025-09-30
- 464288240 · 6.0% · long · since 2025-09-30
- 46641Q779 · 5.4% · long · since 2025-09-30
- 46641Q332 · 5.2% · long · since 2025-09-30
- 336920103 · 5.1% · long · since 2025-09-30
- 33739Q408 · 4.7% · long · since 2025-09-30
- 381430230 · 4.5% · long · since 2025-09-30
- 464287200 · 3.4% · long · since 2025-09-30
- 78463X533 · 2.3% · long · since 2025-09-30
- 38149W812 · 2.2% · long · since 2025-09-30