Long-term investor
Grantvest Financial Group LLC @grantvestfinancialgroupl
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002055216).
Record
- Tracked since 2024-12-31 (657 days), 192 trades recorded
- Returns: week n/a · month n/a · 90 days -0.2% · 6 months -0.1% · 1 year -0.1% · all -0.1%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 092528603 · 17.4% · long · since 2025-06-30
- 78433H501 · 5.2% · long · since 2025-06-30
- 02072L441 · 2.8% · long · since 2025-06-30
- 46641Q332 · 2.4% · long · since 2025-06-30
- 92189F676 · 1.9% · long · since 2025-06-30
- AAPL · 1.9% · long · since 2025-06-30
- 922908363 · 1.8% · long · since 2025-06-30
- 921910840 · 1.7% · long · since 2025-06-30
- AMZN · 1.6% · long · since 2025-06-30
- 12811T571 · 1.4% · long · since 2025-09-30
- 46090E103 · 1.4% · long · since 2025-06-30
- 78433H675 · 1.3% · long · since 2025-06-30