Long-term investor
Osprey Private Wealth LLC @ospreyprivatewealthllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002041805).
Record
- Tracked since 2025-06-30 (448 days), 108 trades recorded
- Returns: week n/a · month n/a · 90 days +5.8% · 6 months n/a · 1 year +6.0% · all +6.0%
- Max drawdown n/a · win rate 45% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 02079K107 · 8.6% · long · since 2025-06-30
- NVDA · 7.0% · long · since 2025-06-30
- JPM · 5.0% · long · since 2025-06-30
- V · 4.0% · long · since 2025-06-30
- ABBV · 3.9% · long · since 2025-06-30
- MSFT · 3.8% · long · since 2025-06-30
- AAPL · 2.9% · long · since 2025-06-30
- BRK-B · 2.8% · long · since 2025-06-30
- HD · 2.8% · long · since 2025-06-30
- JNJ · 2.8% · long · since 2025-06-30
- META · 2.8% · long · since 2025-06-30
- TMO · 2.8% · long · since 2025-06-30