In a recent 13F-HR filing submitted to the Securities and Exchange Commission (SEC), Modus Advisors, LLC disclosed its holdings as of the end of the reporting period. The filing is significant as it provides transparency into the investment activities of Modus Advisors, LLC, offering valuable insights for investors and analysts tracking the company’s portfolio changes.
Modus Advisors, LLC is an investment advisory firm based in the United States. The company manages portfolios for individuals, high net worth individuals, and other institutional clients. With a focus on providing personalized investment solutions, Modus Advisors, LLC aims to help clients achieve their financial goals through strategic asset allocation and risk management. For more information about Modus Advisors, LLC, please visit their website here.
The 13F-HR filing is a quarterly report required by the SEC of institutional investment managers with at least $100 million in assets under management. The filing discloses the firm’s equity holdings, including information on the stocks, options, and other securities held in the portfolio. By analyzing the 13F-HR filings, investors can gain valuable insights into the investment strategies and trends of institutional investors like Modus Advisors, LLC.
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Modus Advisors, LLC (Filer 0001799284) Submits 13F-HR Form to SEC
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