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 (476 days), 298 trades recorded
- Returns: week n/a · month n/a · 90 days -0.5% · 6 months +5.8% · 1 year +6.4% · all +6.4%
- Max drawdown n/a · data quality Good
- 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
- 46090E103 · 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