Long-term investor
Olde Wealth Management, LLC @oldewealthmanagementllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001840760).
Record
- Tracked since 2025-03-31 (539 days), 70 trades recorded
- Returns: week n/a · month n/a · 90 days +10.0% · 6 months n/a · 1 year +21.1% · all +21.1%
- Max drawdown n/a · win rate 3% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 46435G516 · 12.6% · long · since 2025-03-31
- 78468R531 · 10.9% · long · since 2025-03-31
- NVDA · 7.7% · long · since 2025-03-31
- 921910733 · 7.2% · long · since 2025-03-31
- 46435U549 · 6.6% · long · since 2025-03-31
- AAPL · 5.3% · long · since 2025-03-31
- 922020748 · 4.0% · long · since 2025-03-31
- 46436E403 · 3.4% · long · since 2025-03-31
- MSFT · 3.2% · long · since 2025-03-31
- 78464A508 · 2.8% · long · since 2025-03-31
- 33939L662 · 2.3% · long · since 2025-03-31
- 46090E103 · 1.9% · long · since 2025-03-31