Brand Asset Management Group, Inc. Reduced Holdings in Q4 2024

Brand Asset Management Group, Inc.

  • $244 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-15K
- 3.58%
$61.68 - $67.87 $927K - $1.02M
404K $25.2M
ILCB
Ishares Morningstar U.S. Equit

ETFs
-9.57K
- 17.15%
$78.43 - $84.56 $751K - $809K
46.2K $3.75M
EEM
Ishares Msci Emerging Markets

ETFs
-7.22K
- 36.54%
$41.82 - $47.36 $302K - $342K
12.5K $524K
VONV
Vanguard Russell 1000 Value Et

ETFs
-1.93K
- 1.86%
$80.87 - $87.69 $156K - $169K
102K $8.29M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-3.03K
- 8.73%
$370.24 - $418.94 $1.12M - $1.27M
31.7K $12.7M
UNH
Unitedhealth Group Inc

Healthcare
-136
- 4.58%
$485.52 - $625.25 $66K - $85K
2.83K $1.43M
VEU
Vanguard Ftse All World Ex Us

ETFs
-3.56K
- 30.89%
$57.29 - $63.1 $204K - $225K
7.97K $457K
MSFT
Microsoft Corp

Technology
-525
- 10.44%
$406.35 - $454.46 $213K - $239K
4.5K $1.9M
VO
Vanguard Mid Cap ETF

ETFs
-957
- 1.96%
$261.5 - $284.63 $250K - $272K
47.9K $12.6M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-387
- 16.29%
$521.84 - $558.82 $202K - $216K
1.99K $1.07M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-327
- 35.05%
$481.22 - $538.17 $157K - $176K
606 $309K
IWD
Ishares Russell 1000 Val ETF

ETFs
-35
- 0.12%
$183.23 - $199.79 $6.41K - $6.99K
29.5K $5.47M
VEA
Vanguard Ftse Developed Market

ETFs
-185
- 1.2%
$47.57 - $52.44 $8.8K - $9.7K
15.3K $730K
EMB
Ishares Tr

ETFs
-636
- 15.3%
$88.94 - $93.46 $56.6K - $59.4K
3.52K $313K
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
-400
- 2.07%
$30.93 - $33.94 $12.4K - $13.6K
19K $587K
IEFA
Ishares Tr

ETFs
-203
- 5.26%
$70.06 - $77.43 $14.2K - $15.7K
3.66K $256K
FBCG
Fidelity Covington Tr Blue Chi

ETFs
-1.63K
- 17.08%
$42.05 - $48.31 $68.3K - $78.5K
7.89K $365K
AMZN
Amazon Com Inc

Consumer Cyclical
-498
- 22.07%
$180.88 - $232.93 $90.1K - $116K
1.76K $385K
ISCB
International Speedway Corp

ETFs
-459
- 1.56%
$57.44 - $64.3 $26.4K - $29.5K
28.9K $1.7M
VTWO
Vanguard Russell 2000 ETF

ETFs
-300
- 11.72%
$87.42 - $98.06 $26.2K - $29.4K
2.26K $201K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-354
- 3.72%
$49.79 - $51.14 $17.6K - $18.1K
9.16K $459K
ILCV
Ishares Morningstar Value ETF

ETFs
-88
- 0.62%
$80.23 - $85.43 $7.06K - $7.52K
14.1K $1.14M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-28
- 2.28%
$442.29 - $483.08 $12.4K - $13.5K
1.2K $543K
IBM
International Business Machines Corp

Technology
-63
- 3.64%
$204.9 - $238.04 $12.9K - $15K
1.67K $367K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-100
- 3.82%
$113.92 - $127.38 $11.4K - $12.7K
2.52K $290K
IMCB
Ishares Morningstar Mid Cap Et

ETFs
-150
- 0.42%
$75.22 - $82.17 $11.3K - $12.3K
36K $2.74M
ILCG
Ishares Morningstar Growth ETF
-210
- 0.58%
N/A
35.7K $0
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
-60
- 1.6%
$72.18 - $81.41 $4.33K - $4.88K
3.69K $278K
MGC
Vanguard Mega Cap ETF

ETFs
-369
- 2.65%
$204.21 - $220.18 $75.4K - $81.2K
13.6K $2.88M
VUG
Vanguard Growth ETF

ETFs
-29
- 3.64%
$378.79 - $428.11 $11K - $12.4K
767 $314K
IVV
Ishares Core S&P 500 ETF

ETFs
-52
- 0.54%
$570.51 - $610.59 $29.7K - $31.8K
9.61K $5.65M
AAPL
Apple Inc.

Technology
-303
- 2.89%
$221.69 - $259.02 $67.2K - $78.5K
10.2K $2.55M
VONG
Vanguard Russell 1000 Growth E

ETFs
-4.09K
- 2.96%
$95.27 - $107.82 $390K - $441K
134K $13.9M
PLTR
Palantir Technologies Inc.

Technology
-23.7K
- 36.58%
$36.46 - $82.38 $863K - $1.95M
41.1K $3.1M
Activity Summary
Buys All Purchases 44 New Holdings 3 Increased Positions 41 Sells All Sells 35 Reductions 35 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