Long-term investor
Trace Wealth Advisors, LLC @tracewealthadvisorsllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002055838).
Record
- Tracked since 2025-06-30 (477 days), 48 trades recorded
- Returns: week n/a · month n/a · 90 days -4.2% · 6 months +8.0% · 1 year +10.3% · all +10.3%
- Max drawdown n/a · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 922908769 · 14.0% · long · since 2025-06-30
- 025072885 · 13.6% · long · since 2025-06-30
- 921943858 · 8.6% · long · since 2025-06-30
- 025072703 · 7.0% · long · since 2025-06-30
- 025072877 · 6.8% · long · since 2025-06-30
- 025072604 · 5.1% · long · since 2025-06-30
- 33939L100 · 4.4% · long · since 2025-06-30
- PG · 3.9% · long · since 2025-06-30
- 25434V724 · 3.6% · long · since 2025-06-30
- AAPL · 3.3% · long · since 2025-06-30
- CAT · 1.9% · long · since 2025-06-30
- COST · 1.7% · long · since 2025-06-30