Long-term investor
Ellevest, Inc. @ellevestinc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001644128).
Record
- Tracked since 2025-06-30 (448 days), 99 trades recorded
- Returns: week n/a · month n/a · 90 days -3.0% · 6 months n/a · 1 year +2.8% · all +2.8%
- Max drawdown n/a · win rate 13% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 922908769 · 10.6% · long · since 2025-06-30
- 02072L607 · 8.6% · long · since 2025-06-30
- 921943858 · 5.1% · long · since 2025-06-30
- 921937835 · 3.0% · long · since 2025-06-30
- 46435G516 · 2.9% · long · since 2025-06-30
- 922042858 · 2.6% · long · since 2025-06-30
- 46435U218 · 2.6% · long · since 2025-06-30
- AAPL · 2.4% · long · since 2025-06-30
- 464288158 · 2.1% · long · since 2025-06-30
- 464288414 · 1.7% · long · since 2025-06-30
- 922908744 · 1.6% · long · since 2025-06-30
- NVDA · 1.6% · long · since 2025-06-30