Long-term investor
Wealth Management Resources, Inc. @wealthmanagementresource
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001063516).
Record
- Tracked since 2025-06-30 (434 days), 17 trades recorded
- Returns: week n/a · month n/a · 90 days +8.9% · 6 months +10.8% · 1 year +14.9% · all +14.9%
- Max drawdown 0.0% · Sharpe 1.15 · win rate 100% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 46137V241 · 13.3% · long · since 2025-06-30
- 316188309 · 9.2% · long · since 2025-06-30
- 808524797 · 9.2% · long · since 2025-06-30
- 808524805 · 8.5% · long · since 2025-06-30
- 464287440 · 7.6% · long · since 2025-06-30
- 78464A409 · 7.3% · long · since 2025-06-30
- 46432F859 · 5.3% · long · since 2025-06-30
- 97717X594 · 5.3% · long · since 2025-06-30
- 316188408 · 4.7% · long · since 2026-06-30
- 46435G433 · 4.0% · long · since 2025-06-30
- 97717X578 · 3.9% · long · since 2025-06-30
- 46429B697 · 3.9% · long · since 2025-06-30
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