Long-term investor
Wedbush Securities Inc. @wedbushsecuritiesinc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001142495).
Record
- Tracked since 2025-06-30 (434 days), 30 trades recorded
- Returns: week n/a · month n/a · 90 days +9.2% · 6 months +7.0% · 1 year +14.8% · all +14.8%
- Max drawdown -3.3% · Sharpe 0.80 · win rate 21% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- VOO · 10.6% · long · since 2025-06-30
- AAPL · 7.2% · long · since 2025-06-30
- NVDA · 4.8% · long · since 2025-06-30
- COST · 2.8% · long · since 2025-06-30
- AMZN · 2.8% · long · since 2025-06-30
- 46090E103 · 2.3% · long · since 2025-06-30
- MSFT · 2.3% · long · since 2025-06-30
- GOOGL · 1.6% · long · since 2025-06-30
- GOOG · 1.2% · long · since 2025-06-30
- AMD · 1.1% · long · since 2025-06-30
- SPY · 1.1% · long · since 2025-06-30
- TSLA · 0.9% · long · since 2025-06-30