Ascent Group, LLC has filed its 13F form on May 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $2.26 Billion distributed in 3344 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio S&P 500 ETF (Ma with a value of $118M, Ishares S&P 500 Growth ETF with a value of $74.8M, Ishares S&P 500 Value ETF with a value of $55.3M, Blackrock ETF Tr U S Equity Fa with a value of $48.9M, and Apple Inc. with a value of $47.4M.
Examining the 13F form we can see an increase of $971M in the current position value, from $1.29B to 2.26B.
Below you can find more details about Ascent Group, LLC portfolio as well as his latest detailed transactions.