Long-term investor
Laurel Wealth Advisors LLC @laurelwealthadvisorsllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001757128).
Record
- Tracked since 2025-06-30 (448 days), 106 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year -34.5% · all -34.5%
- Max drawdown n/a · win rate 0% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 084670108 · 19.0% · long · since 2025-06-30
- AMZN · 7.3% · long · since 2025-06-30
- 921908844 · 4.1% · long · since 2025-06-30
- AAPL · 3.6% · long · since 2025-06-30
- 46434V860 · 3.2% · long · since 2025-06-30
- GOOGL · 3.2% · long · since 2025-06-30
- 46436E718 · 2.9% · long · since 2025-06-30
- NVDA · 2.6% · long · since 2025-06-30
- MSFT · 2.2% · long · since 2025-06-30
- DUK · 2.0% · long · since 2025-06-30
- 464287804 · 1.8% · long · since 2025-06-30
- JPM · 1.7% · long · since 2025-06-30