Long-term investor
Great Waters Wealth Management @greatwaterswealthmanagem
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001964535).
Record
- Tracked since 2025-06-30 (465 days), 12 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year n/a · all 0.0%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 25434V401 · 23.3% · long · since 2025-09-30
- 25434V880 · 17.8% · long · since 2025-09-30
- 25434V872 · 15.3% · long · since 2025-09-30
- 25434V864 · 8.8% · long · since 2025-09-30
- 25434V500 · 8.5% · long · since 2025-09-30
- 25434V609 · 5.6% · long · since 2025-09-30
- 25434V658 · 2.5% · long · since 2025-09-30
- 921937835 · 2.1% · long · since 2025-09-30
- 25434V799 · 1.7% · long · since 2025-09-30
- 464287655 · 1.6% · long · since 2025-09-30
- 25434V708 · 1.1% · long · since 2025-09-30
- AAPL · 0.9% · long · since 2025-09-30