Long-term investor

Professional Financial Advisors, LLC @professionalfinancialadv

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001798221).

Record

  • Tracked since 2025-06-30 (446 days), 100 trades recorded
  • Returns: week n/a · month n/a · 90 days +9.4% · 6 months n/a · 1 year +14.9% · all +14.9%
  • Max drawdown n/a · win rate 30% · data quality High
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • 78464A805 · 35.2% · long · since 2025-06-30
  • 464287226 · 6.0% · long · since 2025-06-30
  • 97717Y790 · 5.3% · long · since 2025-06-30
  • 921909768 · 4.9% · long · since 2025-06-30
  • 88636J204 · 2.3% · long · since 2025-06-30
  • 922908769 · 2.3% · long · since 2025-06-30
  • 97717Y634 · 2.1% · long · since 2025-06-30
  • 53700T827 · 1.8% · long · since 2025-06-30
  • 46432F396 · 1.6% · long · since 2025-06-30
  • 46434V621 · 1.5% · long · since 2025-06-30
  • 46138E339 · 1.4% · long · since 2025-06-30
  • 78468R663 · 1.3% · long · since 2025-06-30

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