Strategic Wealth Advisors LLC
Long-term investor · AZ · @strategicwealthadvisorsl
+0.3%
All time
S&P +17.7%
Long-term investor
Strategic Wealth Advisors LLC @strategicwealthadvisorsl
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002107449).
Record
- Tracked since 2025-12-31 (311 days), 398 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months +0.3% · 1 year n/a · all +0.3%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 78462F103 · 9.5% · long · since 2025-12-31
- 464287200 · 8.3% · long · since 2025-12-31
- 922908595 · 5.9% · long · since 2025-12-31
- 25434V302 · 5.6% · long · since 2025-12-31
- 25434V203 · 5.3% · long · since 2025-12-31
- 922908611 · 5.2% · long · since 2025-12-31
- 92206C409 · 4.9% · long · since 2025-12-31
- 46641Q837 · 4.6% · long · since 2025-12-31
- 25434V104 · 3.9% · long · since 2025-12-31
- 25239Y147 · 3.4% · long · since 2026-09-30
- 92203C303 · 3.4% · long · since 2025-12-31
- 464287598 · 3.1% · long · since 2025-12-31