Long-term investor

Ria Advisory Group LLC @riaadvisorygroupllc

Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001958384).

Record

  • Tracked since 2025-06-30 (449 days), 193 trades recorded
  • Returns: week n/a · month n/a · 90 days 0.0% · 6 months -6.2% · 1 year n/a · all +15.2%
  • Max drawdown n/a · win rate 42% · data quality High
  • Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)

Open positions

  • 46137V357 · 14.2% · long · since 2025-06-30
  • 46090E103 · 10.3% · long · since 2025-06-30
  • 46436E718 · 9.1% · long · since 2025-06-30
  • 78468R663 · 4.4% · long · since 2025-06-30
  • 75526L878 · 4.1% · long · since 2026-03-31
  • SLV · 3.3% · long · since 2025-06-30
  • 33738R704 · 2.8% · long · since 2025-09-30
  • SLV_CALL · 2.0% · long · since 2025-09-30
  • KO · 1.9% · long · since 2025-06-30
  • 85207K107 · 1.9% · long · since 2025-06-30
  • SPCX · 1.8% · long · since 2026-06-30
  • NVDA · 1.8% · long · since 2025-06-30

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