Long-term investor
Sun Group Wealth Partners @sungroupwealthpartners
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002111007).
Record
- Tracked since 2025-12-31 (266 days), 71 trades recorded
- Returns: week n/a · month n/a · 90 days 0.0% · 6 months n/a · 1 year n/a · all -2.3%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- AAPL · 9.8% · long · since 2025-12-31
- NVDA · 6.5% · long · since 2025-12-31
- COST · 6.3% · long · since 2025-12-31
- AVGO · 5.9% · long · since 2025-12-31
- AMZN · 5.3% · long · since 2025-12-31
- PLTR · 5.0% · long · since 2025-12-31
- BRK-B · 4.7% · long · since 2025-12-31
- 92204A702 · 4.1% · long · since 2025-12-31
- GOOGL · 3.6% · long · since 2025-12-31
- PANW · 2.4% · long · since 2025-12-31
- TSM · 2.3% · long · since 2025-12-31
- NFLX · 2.2% · long · since 2025-12-31