Long-term investor
Strategies Wealth Advisors, LLC @strategieswealthadvisors
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001976435).
Record
- Tracked since 2025-06-30 (446 days), 34 trades recorded
- Returns: week n/a · month n/a · 90 days +11.3% · 6 months n/a · 1 year +19.6% · all +19.6%
- Max drawdown n/a · win rate 26% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 78463X889 · 15.4% · long · since 2025-06-30
- 922908744 · 14.2% · long · since 2025-06-30
- 922908736 · 12.7% · long · since 2025-06-30
- 46434V621 · 7.5% · long · since 2025-06-30
- 46432F339 · 5.4% · long · since 2025-06-30
- 922908595 · 4.1% · long · since 2025-06-30
- 922908611 · 3.3% · long · since 2025-06-30
- 09290C103 · 2.6% · long · since 2026-03-31
- 46432F842 · 2.5% · long · since 2025-06-30
- 464287671 · 2.3% · long · since 2025-06-30
- 464287663 · 1.9% · long · since 2025-06-30
- 464287465 · 1.8% · long · since 2025-06-30