Long-term investor
Client 1st Advisory Group, LLC @client1stadvisorygroupll
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001802816).
Record
- Tracked since 2025-06-30 (446 days), 94 trades recorded
- Returns: week n/a · month n/a · 90 days +10.2% · 6 months n/a · 1 year +18.4% · all +18.4%
- Max drawdown n/a · win rate 25% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 78464A854 · 13.7% · long · since 2025-06-30
- 25434V708 · 13.4% · long · since 2025-06-30
- 25434V872 · 4.0% · long · since 2025-06-30
- 25434V799 · 3.9% · long · since 2025-06-30
- 25434V864 · 3.8% · long · since 2025-06-30
- 46435G425 · 3.5% · long · since 2025-06-30
- 464288877 · 3.1% · long · since 2025-06-30
- 464288885 · 2.9% · long · since 2025-06-30
- 46434V613 · 2.8% · long · since 2025-06-30
- 46432F339 · 2.7% · long · since 2025-06-30
- 25434V732 · 2.4% · long · since 2025-06-30
- 09290C103 · 2.2% · long · since 2025-06-30