Long-term investor
Private Advisor Group, LLC @privateadvisorgroupllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001567755).
Record
- Tracked since 2025-06-30 (434 days), 92 trades recorded
- Returns: week n/a · month n/a · 90 days +9.7% · 6 months +8.1% · 1 year +15.3% · all +15.3%
- Max drawdown -2.2% · Sharpe 0.88 · win rate 36% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- AAPL · 2.5% · long · since 2025-06-30
- 78464A854 · 2.4% · long · since 2025-06-30
- NVDA · 2.1% · long · since 2025-06-30
- 922908769 · 2.0% · long · since 2025-06-30
- SPY · 1.9% · long · since 2025-06-30
- QQQ · 1.7% · long · since 2025-06-30
- 46138G649 · 1.5% · long · since 2025-06-30
- 78464A409 · 1.4% · long · since 2025-06-30
- 14020W106 · 1.3% · long · since 2025-06-30
- 33738R506 · 1.2% · long · since 2025-06-30
- AMZN · 1.2% · long · since 2025-06-30
- 78464A805 · 1.1% · long · since 2025-06-30
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