Long-term investor
Worth Financial Advisory Group, LLC @worthfinancialadvisorygr
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001964358).
Record
- Tracked since 2025-06-30 (434 days), 459 trades recorded
- Returns: week n/a · month n/a · 90 days -20.1% · 6 months +12.4% · 1 year +21.0% · all +21.0%
- Max drawdown -20.1% · Sharpe 0.33 · win rate 56% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- GSLC · 6.7% · long · since 2025-06-30
- AAPL · 3.4% · long · since 2025-06-30
- AMZN · 3.4% · long · since 2025-06-30
- CGXU · 3.2% · long · since 2025-06-30
- NVDA · 2.8% · long · since 2025-06-30
- WINN · 2.7% · long · since 2025-06-30
- MSFT · 2.6% · long · since 2025-06-30
- JSMD · 2.5% · long · since 2025-06-30
- SFLR · 2.4% · long · since 2025-06-30
- JPM · 2.2% · long · since 2025-06-30
- AVGO · 1.7% · long · since 2025-06-30
- QUAL · 1.6% · long · since 2025-06-30