Long-term investor

Investor's Fiduciary Advisor Network, LLC @investorsfiduciaryadviso

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002044901).

Record

  • Tracked since 2025-06-30 (431 days), 298 trades recorded
  • Returns: week n/a · month n/a · 90 days +9.0% · 6 months +8.8% · 1 year +16.0% · all +16.0%
  • Max drawdown -1.6% · Sharpe 1.04 · win rate 36% · data quality High
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • AAPL · 4.5% · long · since 2025-06-30
  • 808524797 · 4.3% · long · since 2025-06-30
  • MSFT · 4.1% · long · since 2025-06-30
  • QQQ · 3.7% · long · since 2025-06-30
  • CAT · 3.4% · long · since 2025-06-30
  • 922908744 · 2.5% · long · since 2025-06-30
  • 78468R663 · 2.5% · long · since 2025-06-30
  • AMZN · 2.2% · long · since 2025-06-30
  • 921946406 · 1.8% · long · since 2025-06-30
  • BRK-B · 1.7% · long · since 2025-09-30
  • NVDA · 1.5% · long · since 2025-06-30
  • 69374H873 · 1.5% · long · since 2025-09-30

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Past performance does not predict future results. Copy trading can lose money. Meror is software, not an adviser.