Long-term investor
Pasadena Private Wealth, LLC @pasadenaprivatewealthllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001760578).
Record
- Tracked since 2025-06-30 (449 days), 129 trades recorded
- Returns: week n/a · month n/a · 90 days 0.0% · 6 months +2.1% · 1 year n/a · all +0.2%
- Max drawdown n/a · win rate 55% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 922908744 · 11.4% · long · since 2025-06-30
- 922908736 · 11.3% · long · since 2025-06-30
- 922042775 · 6.9% · long · since 2025-06-30
- 09789C788 · 3.9% · long · since 2025-09-30
- 808524771 · 3.4% · long · since 2025-06-30
- 09631P102 · 3.2% · long · since 2025-12-31
- 922908611 · 3.2% · long · since 2025-06-30
- 31609A404 · 3.0% · long · since 2025-06-30
- 025072604 · 2.7% · long · since 2025-06-30
- AAPL · 2.6% · long · since 2025-06-30
- 922908595 · 2.5% · long · since 2025-06-30
- 922021605 · 1.8% · long · since 2026-03-31