Long-term investor
Plus Group Wealth Advisors LLC @plusgroupwealthadvisorsl
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002109515).
Record
- Tracked since 2025-12-31 (293 days), 32 trades recorded
- Returns: week n/a · month n/a · 90 days +0.0% · 6 months +0.0% · 1 year n/a · all +0.0%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 46090E103 · 11.2% · long · since 2025-12-31
- 808524805 · 8.9% · long · since 2025-12-31
- 922908629 · 7.4% · long · since 2025-12-31
- 808524300 · 6.6% · long · since 2025-12-31
- 33734H106 · 6.1% · long · since 2025-12-31
- 922908751 · 5.4% · long · since 2025-12-31
- 808524409 · 5.2% · long · since 2025-12-31
- 33739Q408 · 4.7% · long · since 2025-12-31
- 664925708 · 3.5% · long · since 2026-06-30
- 922908363 · 3.4% · long · since 2025-12-31
- AMZN · 3.3% · long · since 2025-12-31
- 33733E302 · 3.3% · long · since 2025-12-31