Brand Asset Management Group, Inc. Reduced Holdings in Q2 2025

Brand Asset Management Group, Inc.

  • $260 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-69.9K
- 28.2%
$57.14 - $72.68 $3.99M - $5.08M
178K $12.9M
UNH
Unitedhealth Group Inc

Healthcare
-67
- 2.43%
$274.35 - $599.47 $18.4K - $40.2K
2.69K $838K
VEU
Vanguard Ftse All World Ex Us

ETFs
-4.76K
- 59.72%
$54.19 - $67.22 $258K - $320K
3.21K $215K
AAPL
Apple Inc.

Technology
-351
- 3.41%
$172.42 - $223.89 $60.5K - $78.6K
9.94K $2.04M
PVAL
Putnam ETF Tr Putnam Focused L
-6.16K
- 52.06%
$33.6 - $40.23 $207K - $248K
5.67K $228K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-4.29K
- 43.23%
$48.13 - $49.85 $206K - $214K
5.63K $275K
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-2.22K
- 25.18%
$77.74 - $78.78 $173K - $175K
6.61K $519K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-537
- 21.2%
$456.74 - $568.03 $245K - $305K
2K $1.13M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-6.13K
- 21.79%
$22.68 - $23.28 $139K - $143K
22K $508K
ISCB
International Speedway Corp

ETFs
-4.18K
- 14.4%
$47.12 - $58.28 $197K - $244K
24.9K $1.45M
MSFT
Microsoft Corp

Technology
-1.33K
- 29.04%
$354.56 - $497.45 $471K - $660K
3.24K $1.61M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-76
- 4.93%
$483.48 - $539.8 $36.7K - $41K
1.47K $712K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
-1.04K
- 39.43%
$104.23 - $134.39 $108K - $139K
1.59K $214K
VBR
Vanguard Small Cap Value ETF

ETFs
-743
- 13.08%
$162.76 - $195.77 $121K - $145K
4.94K $962K
PEP
Pepsico Inc

Consumer Defensive
-239
- 9.66%
$128.02 - $151.37 $30.6K - $36.2K
2.24K $295K
DFIV
Dimensional ETF Tr

ETFs
-1.84K
- 14.99%
$34.67 - $43.21 $63.7K - $79.4K
10.4K $446K
VZ
Verizon Communications Inc

Communication Services
-613
- 9.76%
$41.67 - $45.62 $25.5K - $28K
5.67K $245K
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-27.6K
- 8.67%
$24.38 - $30.18 $673K - $833K
291K $8.77M
EMB
Ishares Tr

ETFs
-341
- 10.04%
$86.54 - $92.62 $29.5K - $31.6K
3.05K $282K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
-571
- 5.26%
$18.94 - $21.67 $10.8K - $12.4K
10.3K $217K
NEE
Nextera Energy Inc

Utilities
-40
- 1.11%
$64.11 - $75.0 $2.56K - $3K
3.57K $248K
ILCG
Ishares Morningstar Growth ETF
-1.38K
- 3.68%
N/A
36.2K $0
WMT
Walmart Inc.

Consumer Defensive
-238
- 9.16%
$81.79 - $99.98 $19.5K - $23.8K
2.36K $230K
USB
Us Bancorp \De\

Financial Services
-276
- 4.26%
$36.4 - $45.76 $10K - $12.6K
6.21K $280K
GOOGL
Alphabet Inc.

Communication Services
-134
- 8.88%
$144.7 - $178.6 $19.4K - $23.9K
1.38K $242K
JPM
Jpmorgan Chase & CO

Financial Services
-313
- 12.67%
$210.28 - $289.91 $65.8K - $90.7K
2.16K $625K
AMZN
Amazon Com Inc

Consumer Cyclical
-129
- 7.83%
$167.32 - $223.3 $21.6K - $28.8K
1.52K $333K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-4
- 0.58%
$468.22 - $566.51 $1.87K - $2.27K
690 $390K
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
-63
- 1.71%
$63.36 - $80.23 $3.99K - $5.05K
3.62K $290K
SCHV
Schwab Strategic Tr Us Large C

ETFs
-8.92K
- 4.31%
$23.55 - $27.67 $210K - $247K
198K $5.49M
VEA
Vanguard Ftse Developed Market

ETFs
-788
- 5.46%
$45.65 - $57.01 $36K - $44.9K
13.6K $778K
VT
Vanguard Total World Stk Index

ETFs
-762
- 6.95%
$103.16 - $128.52 $78.6K - $97.9K
10.2K $1.31M
META
Meta Platforms, Inc.

Communication Services
-25
- 5.91%
$484.66 - $738.09 $12.1K - $18.5K
398 $293K
IBM
International Business Machines Corp

Technology
-57
- 3.41%
$221.03 - $294.78 $12.6K - $16.8K
1.61K $475K
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
-301
- 1.61%
$28.98 - $37.18 $8.72K - $11.2K
18.4K $682K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
-100
- 2.22%
$171.4 - $227.1 $17.1K - $22.7K
4.4K $999K
MGC
Vanguard Mega Cap ETF

ETFs
-1K
- 6.87%
$179.23 - $224.92 $179K - $225K
13.6K $3.05M
AVGO
Broadcom Inc.

Technology
-97
- 5.8%
$146.29 - $275.65 $14.2K - $26.7K
1.57K $433K
SPY
Spdr S&P 500 ETF Trust

ETFs
-39
- 1.2%
$496.48 - $617.85 $19.4K - $24.1K
3.22K $1.99M
IWD
Ishares Russell 1000 Val ETF

ETFs
-169
- 0.58%
$166.82 - $194.23 $28.2K - $32.8K
28.9K $5.62M
ILCB
Ishares Morningstar U.S. Equit

ETFs
-2.02K
- 4.42%
$68.63 - $85.78 $138K - $173K
43.6K $3.74M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-41
- 0.56%
$272.36 - $339.57 $11.2K - $13.9K
7.33K $2.49M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-4.78K
- 2.16%
$20.42 - $25.3 $97.6K - $121K
216K $5.48M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-6.04K
- 2.15%
$22.92 - $28.05 $138K - $169K
275K $7.72M
IVV
Ishares Core S&P 500 ETF

ETFs
-202
- 2.2%
$498.8 - $620.9 $101K - $125K
8.97K $5.57M
SCHC
Schwab Strategic Tr Intl Small

ETFs
-15K
- 7.85%
$32.41 - $42.59 $486K - $639K
176K $7.49M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-21.2K
- 3.89%
$17.76 - $22.1 $376K - $468K
524K $11.6M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-927
- 2.97%
$320.42 - $424.58 $297K - $394K
30.3K $12.8M
PLTR
Palantir Technologies Inc.

Technology
-288
- 0.9%
$74.01 - $144.25 $21.3K - $41.5K
31.6K $4.31M
Activity Summary
Buys All Purchases 32 New Holdings 6 Increased Positions 26 Sells All Sells 50 Reductions 50 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Brand Asset Management Group, Inc. Portfolio

Follow Brand Asset Management Group, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Brand Asset Management Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Brand Asset Management Group, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email