Long-term investor
Wealth Advisory Solutions, LLC @wealthadvisorysolutionsl
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001834802).
Record
- Tracked since 2025-06-30 (449 days), 102 trades recorded
- Returns: week n/a · month n/a · 90 days 0.0% · 6 months +0.2% · 1 year n/a · all -4.1%
- Max drawdown n/a · win rate 35% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 78462F103 · 9.2% · long · since 2025-06-30
- 464287507 · 6.3% · long · since 2025-06-30
- 46137V357 · 5.9% · long · since 2025-06-30
- 78464A854 · 5.9% · long · since 2025-06-30
- 464287465 · 4.1% · long · since 2025-06-30
- LLY · 4.0% · long · since 2025-06-30
- AMZN · 3.2% · long · since 2025-06-30
- AAPL · 2.9% · long · since 2025-06-30
- 464287234 · 2.3% · long · since 2026-03-31
- JPM · 2.3% · long · since 2025-06-30
- 921937835 · 2.0% · long · since 2025-06-30
- PEP · 2.0% · long · since 2025-06-30