Long-term investor
Cetera Trust Company, N.a @ceteratrustcompanyna
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002005547).
Record
- Tracked since 2025-06-30 (434 days), 55 trades recorded
- Returns: week n/a · month n/a · 90 days +8.1% · 6 months +11.9% · 1 year +20.6% · all +20.6%
- Max drawdown -1.8% · Sharpe 1.47 · win rate 25% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 512807306 · 7.8% · long · since 2025-06-30
- AAPL · 5.7% · long · since 2025-06-30
- GOOGL · 2.9% · long · since 2025-06-30
- JPM · 2.6% · long · since 2025-06-30
- MSFT · 2.5% · long · since 2025-06-30
- AMZN · 2.3% · long · since 2025-06-30
- MCK · 2.3% · long · since 2025-06-30
- WMT · 2.3% · long · since 2025-06-30
- AVGO · 2.3% · long · since 2025-06-30
- BAC · 1.8% · long · since 2025-06-30
- RTX · 1.7% · long · since 2025-06-30
- V · 1.7% · long · since 2025-06-30
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