Long-term investor
Phoenix Wealth Advisors @phoenixwealthadvisors
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001842362).
Record
- Tracked since 2025-06-30 (434 days), 64 trades recorded
- Returns: week n/a · month n/a · 90 days +6.0% · 6 months +6.2% · 1 year +12.2% · all +12.2%
- Max drawdown 0.0% · Sharpe 0.96 · win rate 27% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- JPST · 17.0% · long · since 2025-06-30
- VEA · 5.3% · long · since 2025-06-30
- JMST · 4.5% · long · since 2025-06-30
- ISCF · 4.1% · long · since 2025-06-30
- GOVT · 3.6% · long · since 2025-06-30
- IUSG · 3.1% · long · since 2025-06-30
- AAPL · 3.0% · long · since 2025-06-30
- PULS · 2.8% · long · since 2025-06-30
- DIVO · 2.5% · long · since 2025-06-30
- MSFT · 2.5% · long · since 2025-06-30
- RSP · 2.2% · long · since 2025-06-30
- SPEM · 2.0% · long · since 2025-06-30