Long-term investor
Wisconsin Wealth Advisors, LLC @wisconsinwealthadvisorsl
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0002073891).
Record
- Tracked since 2025-06-30 (434 days), 68 trades recorded
- Returns: week n/a · month n/a · 90 days +8.3% · 6 months +5.6% · 1 year +14.5% · all +14.5%
- Max drawdown -3.0% · Sharpe 0.78 · win rate 46% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 46090E103 · 4.3% · long · since 2025-06-30
- AMAT · 4.2% · long · since 2025-06-30
- FDL · 4.0% · long · since 2025-06-30
- SDVY · 3.8% · long · since 2025-06-30
- RDVY · 3.7% · long · since 2025-06-30
- VUG · 3.4% · long · since 2025-06-30
- AVGO · 3.3% · long · since 2025-06-30
- NVDA · 3.2% · long · since 2025-06-30
- SPHQ · 3.0% · long · since 2025-06-30
- PYLD · 2.5% · long · since 2025-06-30
- GLD · 2.4% · long · since 2025-06-30
- SMH · 2.4% · long · since 2025-06-30