Long-term investor
Serenus Wealth Advisors, LLC @serenuswealthadvisorsllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002053695).
Record
- Tracked since 2025-06-30 (448 days), 34 trades recorded
- Returns: week n/a · month n/a · 90 days +12.7% · 6 months n/a · 1 year +15.3% · all +15.3%
- Max drawdown n/a · win rate 31% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 97717Y527 · 21.3% · long · since 2025-06-30
- 78462F103 · 18.7% · long · since 2025-06-30
- 46090E103 · 13.8% · long · since 2025-06-30
- 464287200 · 9.4% · long · since 2025-06-30
- 97717X669 · 6.9% · long · since 2025-06-30
- 464287507 · 5.4% · long · since 2025-06-30
- 78467Y107 · 3.2% · long · since 2025-06-30
- 922908769 · 2.6% · long · since 2025-06-30
- 922908363 · 2.2% · long · since 2025-06-30
- 46137V241 · 1.9% · long · since 2025-06-30
- 81369Y803 · 1.9% · long · since 2025-06-30
- 464287804 · 1.5% · long · since 2025-06-30