Long-term investor
Findec Wealth Services, Inc. @findecwealthservicesinc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001916066).
Record
- Tracked since 2025-06-30 (448 days), 17 trades recorded
- Returns: week n/a · month n/a · 90 days +9.2% · 6 months n/a · 1 year +15.6% · all +15.6%
- Max drawdown n/a · win rate 22% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 14020Y102 · 17.8% · long · since 2025-06-30
- 808524300 · 13.4% · long · since 2025-06-30
- 25434V666 · 12.9% · long · since 2025-06-30
- 25434V104 · 12.4% · long · since 2025-06-30
- 25434V203 · 8.5% · long · since 2025-06-30
- 25434V872 · 6.3% · long · since 2025-06-30
- 922908629 · 5.3% · long · since 2025-06-30
- 922908751 · 5.1% · long · since 2025-06-30
- 922908769 · 3.0% · long · since 2025-06-30
- 25434V302 · 2.5% · long · since 2025-06-30
- 808524805 · 2.3% · long · since 2025-06-30
- 921937819 · 1.6% · long · since 2025-06-30