Long-term investor
Private Wealth Asset Management, LLC @privatewealthassetmanage
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001883006).
Record
- Tracked since 2025-06-30 (450 days), 33 trades recorded
- Returns: week n/a · month n/a · 90 days 0.0% · 6 months -0.8% · 1 year n/a · all -5.7%
- Max drawdown n/a · win rate 51% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 464287200 · 10.2% · long · since 2025-06-30
- 46432F842 · 7.0% · long · since 2025-06-30
- 46434G103 · 6.5% · long · since 2025-06-30
- 464287507 · 6.1% · long · since 2025-06-30
- 464287804 · 3.4% · long · since 2025-06-30
- AAPL · 3.1% · long · since 2025-06-30
- 33741X102 · 2.7% · long · since 2025-06-30
- MSFT · 1.8% · long · since 2025-06-30
- 084670702 · 1.7% · long · since 2025-06-30
- 78467V103 · 1.6% · long · since 2025-06-30
- 464287499 · 1.5% · long · since 2025-06-30
- CAT · 1.4% · long · since 2025-06-30