Long-term investor
Pension & Wealth Management Advisors, Inc. @pensionwealthmanagementa
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002145782).
Record
- Tracked since 2023-12-31 (1366 days), 142 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year +975.2% · all +7.5%
- Max drawdown n/a · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 808524722 · 12.7% · long · since 2025-06-30
- 316188309 · 7.4% · long · since 2025-06-30
- 78467V848 · 6.9% · long · since 2025-06-30
- 922908769 · 6.8% · long · since 2025-06-30
- 46432F834 · 4.5% · long · since 2025-06-30
- 14021M107 · 3.7% · long · since 2025-09-30
- 97717X669 · 2.9% · long · since 2025-06-30
- 464287200 · 2.6% · long · since 2025-06-30
- 97717W281 · 2.0% · long · since 2025-06-30
- 092528504 · 1.8% · long · since 2025-06-30
- 92189F486 · 1.7% · long · since 2025-06-30
- AAPL · 1.3% · long · since 2025-06-30