Long-term investor
Mw Advisory, LLC @mwadvisoryllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002149104).
Record
- Tracked since 2026-06-30 (112 days), 54 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
- KO · 20.5% · long · since 2026-06-30
- 46138J619 · 7.0% · long · since 2026-06-30
- NVDA · 5.4% · long · since 2026-06-30
- 922908363 · 4.3% · long · since 2026-06-30
- AAPL · 4.1% · long · since 2026-06-30
- 464287200 · 4.1% · long · since 2026-06-30
- JBI · 3.9% · long · since 2026-06-30
- MSFT · 3.0% · long · since 2026-06-30
- GOOGL · 2.0% · long · since 2026-06-30
- AMZN · 1.9% · long · since 2026-06-30
- TSM · 1.7% · long · since 2026-06-30
- 02079K107 · 1.6% · long · since 2026-06-30