Long-term investor

Earned Wealth Advisors, LLC @earnedwealthadvisorsllc

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001905663).

Record

  • Tracked since 2025-06-30 (446 days), 123 trades recorded
  • Returns: week n/a · month n/a · 90 days +10.0% · 6 months n/a · 1 year +20.2% · all +20.2%
  • Max drawdown n/a · win rate 31% · data quality High
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • 25434V401 · 9.1% · long · since 2025-06-30
  • 25434V609 · 6.8% · long · since 2025-06-30
  • 464287200 · 5.1% · long · since 2025-06-30
  • 78464A854 · 4.8% · long · since 2026-03-31
  • 922042858 · 4.5% · long · since 2025-06-30
  • 25434V807 · 4.1% · long · since 2025-06-30
  • 25434V708 · 3.8% · long · since 2025-06-30
  • 46432F842 · 3.3% · long · since 2025-06-30
  • 464287226 · 2.9% · long · since 2025-06-30
  • 25434V724 · 2.8% · long · since 2025-06-30
  • AAPL · 2.7% · long · since 2025-06-30
  • 46434V621 · 2.6% · long · since 2026-03-31

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