Long-term investor
Strategic Advisors LLC @strategicadvisorsllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001569119).
Record
- Tracked since 2025-06-30 (434 days), 112 trades recorded
- Returns: week n/a · month n/a · 90 days +9.2% · 6 months +3.9% · 1 year +12.3% · all +12.3%
- Max drawdown -5.4% · Sharpe 0.51 · win rate 29% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- AAPL · 10.6% · long · since 2025-06-30
- SCHB · 6.5% · long · since 2025-06-30
- GOOGL · 5.8% · long · since 2025-06-30
- MSFT · 4.8% · long · since 2025-06-30
- AMZN · 4.7% · long · since 2025-06-30
- BIL · 4.3% · long · since 2025-09-30
- NVDA · 3.7% · long · since 2025-06-30
- JPM · 2.7% · long · since 2025-06-30
- V · 2.5% · long · since 2025-06-30
- SPYM · 2.5% · long · since 2025-06-30
- ABBV · 2.4% · long · since 2025-06-30
- HD · 2.2% · long · since 2025-06-30