Long-term investor
Center For Wealth Management Advisory @centerforwealthmanagemen
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002121390).
Record
- Tracked since 2025-12-31 (250 days), 46 trades recorded
- Returns: week n/a · month n/a · 90 days +11.8% · 6 months n/a · 1 year n/a · all +14.2%
- Max drawdown n/a · win rate 46% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- PWB · 21.6% · long · since 2025-12-31
- FDL · 8.8% · long · since 2025-12-31
- SMH · 6.6% · long · since 2025-12-31
- ILCB · 6.1% · long · since 2025-12-31
- FVD · 5.6% · long · since 2025-12-31
- AAPL · 2.8% · long · since 2025-12-31
- AVGO · 2.0% · long · since 2025-12-31
- IWB · 2.0% · long · since 2025-12-31
- MS · 1.7% · long · since 2025-12-31
- JNJ · 1.7% · long · since 2025-12-31
- UNH · 1.5% · long · since 2025-12-31
- BAC · 1.5% · long · since 2026-06-30