Long-term investor
Waterford Advisors, LLC @waterfordadvisorsllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001960657).
Record
- Tracked since 2025-06-30 (448 days), 65 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year -10.0% · all -10.0%
- Max drawdown n/a · win rate 10% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 464287200 · 19.0% · long · since 2025-06-30
- 922908744 · 9.6% · long · since 2025-06-30
- 922908736 · 9.1% · long · since 2025-06-30
- 921943858 · 7.9% · long · since 2025-06-30
- 25434V849 · 7.9% · long · since 2025-12-31
- 808524607 · 6.9% · long · since 2025-06-30
- 921937827 · 5.6% · long · since 2025-06-30
- 921937793 · 4.5% · long · since 2025-06-30
- 922042858 · 3.5% · long · since 2025-06-30
- 921937835 · 3.2% · long · since 2026-03-31
- 25434V815 · 3.1% · long · since 2025-12-31
- 808524847 · 2.7% · long · since 2026-03-31