Long-term investor
Gaddis Premier Wealth Advisors LLC @gaddispremierwealthadvis
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002087873).
Record
- Tracked since 2025-12-31 (257 days), 59 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all +10.7%
- Max drawdown n/a · win rate 11% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- IHDG · 10.5% · long · since 2025-12-31
- CGDV · 8.7% · long · since 2025-12-31
- DGRW · 8.1% · long · since 2025-12-31
- RDVY · 6.7% · long · since 2025-12-31
- FFSM · 5.6% · long · since 2025-12-31
- SDVY · 4.3% · long · since 2025-12-31
- AIRR · 4.2% · long · since 2025-12-31
- UCON · 4.0% · long · since 2025-12-31
- CIBR · 4.0% · long · since 2025-12-31
- PTLC · 3.9% · long · since 2025-12-31
- GRID · 3.8% · long · since 2025-12-31
- NVDA · 1.9% · long · since 2025-12-31