Voisard Asset Management Group, Inc. has filed its 13F form on May 13, 2025 for Q1 2025 where it was disclosed a total value porftolio of $342 Billion distributed in 81 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 1500 Compos with a value of $37.4B, Ishares 0 5 Year Investment Gr with a value of $33.8B, Spdr Ser Tr Spdr Portfolio Int with a value of $33.7B, J P Morgan Exchange Traded Fd with a value of $30.5B, and American Centy ETF Tr Avantis with a value of $30.3B.

Examining the 13F form we can see an increase of $43B in the current position value, from $299B to 342B.

Voisard Asset Management Group, Inc. is based out at Grand Rapids, MI

Below you can find more details about Voisard Asset Management Group, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $342 Billion
ETFs: $297 Billion
Technology: $5.08 Billion
Financial Services: $2.48 Billion
Communication Services: $2.12 Billion
Consumer Cyclical: $1.52 Billion
Healthcare: $1.37 Billion
Energy: $864 Million
Industrials: $743 Million
Other: $0

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 81
  • Current Value $342 Billion
  • Prior Value $299 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 13, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 4 stocks
  • Additional Purchases 37 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 28 stocks
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