Long-term investor
Urban Wealth Management, LLC @urbanwealthmanagementllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001845521).
Record
- Tracked since 2020-12-31 (2092 days), 550 trades recorded
- Returns: week n/a · month n/a · 90 days 0.0% · 6 months +5.9% · 1 year +2.1% · all +6.2%
- Max drawdown -11.8% · Sharpe -0.25 · win rate 39% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- AAPL · 12.2% · long · since 2020-12-31
- NVDA · 6.4% · long · since 2022-06-30
- AMZN · 6.0% · long · since 2020-12-31
- 92189F676 · 5.9% · long · since 2022-06-30
- GOOGL · 4.5% · long · since 2020-12-31
- 46138E222 · 4.4% · long · since 2025-12-31
- 02079K107 · 2.4% · long · since 2022-06-30
- 464287200 · 2.3% · long · since 2020-12-31
- 26923G822 · 2.0% · long · since 2025-12-31
- 46435U713 · 2.0% · long · since 2022-06-30
- 33939L605 · 2.0% · long · since 2025-12-31
- DVA · 2.0% · long · since 2022-06-30