Long-term investor
Financial Advisory Partners, LLC @financialadvisorypartner
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001994252).
Record
- Tracked since 2025-06-30 (448 days), 31 trades recorded
- Returns: week n/a · month n/a · 90 days +3.9% · 6 months n/a · 1 year +9.4% · all +9.4%
- Max drawdown n/a · win rate 0% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 92206C870 · 14.8% · long · since 2025-06-30
- 922908736 · 10.6% · long · since 2025-06-30
- 922908744 · 5.1% · long · since 2025-06-30
- 46429B655 · 3.8% · long · since 2025-06-30
- 92206C706 · 3.7% · long · since 2025-06-30
- 921908844 · 3.4% · long · since 2025-06-30
- 78468R606 · 2.9% · long · since 2025-09-30
- 92204A702 · 2.5% · long · since 2025-06-30
- AVGO · 2.3% · long · since 2025-06-30
- 78463X889 · 2.3% · long · since 2025-06-30
- 92204A207 · 1.8% · long · since 2025-06-30
- MS · 1.8% · long · since 2025-06-30