Long-term investor
Tred Avon Family Wealth, LLC @tredavonfamilywealthllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002094435).
Record
- Tracked since 2025-09-30 (357 days), 122 trades recorded
- Returns: week n/a · month n/a · 90 days 0.0% · 6 months +4.0% · 1 year n/a · all +14.3%
- Max drawdown n/a · win rate 39% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- BAC · 5.0% · long · since 2025-09-30
- 464287200 · 3.7% · long · since 2025-09-30
- AAPL · 3.5% · long · since 2025-09-30
- MSFT · 2.9% · long · since 2025-09-30
- AMZN · 2.3% · long · since 2025-09-30
- 02079K107 · 2.2% · long · since 2025-09-30
- JNJ · 2.0% · long · since 2025-09-30
- NVDA · 1.8% · long · since 2025-09-30
- BRK-B · 1.8% · long · since 2025-09-30
- JPM · 1.5% · long · since 2025-09-30
- 922908769 · 1.4% · long · since 2025-09-30
- AVGO · 1.4% · long · since 2025-09-30