Long-term investor
Worth Asset Management, LLC @worthassetmanagementllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001927285).
Record
- Tracked since 2025-06-30 (434 days), 420 trades recorded
- Returns: week n/a · month n/a · 90 days +8.3% · 6 months +9.9% · 1 year +16.3% · all +16.3%
- Max drawdown -1.1% · Sharpe 1.22 · win rate 31% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 464289867 · 16.5% · long · since 2025-06-30
- 46436E718 · 5.7% · long · since 2025-06-30
- 46138G649 · 5.3% · long · since 2025-06-30
- QQQ · 3.9% · long · since 2025-06-30
- 78464A854 · 3.2% · long · since 2025-06-30
- 14021D107 · 2.5% · long · since 2025-06-30
- 464288513 · 2.0% · long · since 2025-06-30
- AAPL · 1.8% · long · since 2025-06-30
- 46641Q837 · 1.7% · long · since 2025-12-31
- 46434V860 · 1.6% · long · since 2026-03-31
- 922908736 · 1.5% · long · since 2025-06-30
- 46090A879 · 1.2% · long · since 2025-12-31
Copy on paper, free More traders How copying works
Past performance does not predict future results. Copy trading can lose money. Meror is software, not an adviser.