Brand Asset Management Group, Inc. Reduced Holdings in Q1 2025

Brand Asset Management Group, Inc.

  • $236 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-69.9K
- 22.01%
$59.28 - $66.1 $4.15M - $4.62M
248K $15.9M
VONG
Vanguard Russell 1000 Growth E

ETFs
-6.26K
- 4.67%
$92.71 - $107.38 $581K - $673K
128K $11.9M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-440
- 1.39%
$360.07 - $417.26 $158K - $184K
31.2K $11.3M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-16.2K
- 4.52%
$21.75 - $24.28 $352K - $393K
342K $7.52M
SCHV
Schwab Strategic Tr Us Large C

ETFs
-25.3K
- 10.9%
$25.77 - $27.6 $653K - $699K
207K $5.45M
VO
Vanguard Mid Cap ETF

ETFs
-817
- 1.71%
$251.87 - $277.95 $206K - $227K
47.1K $12.1M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-3.91K
- 1.37%
$25.58 - $29.24 $100K - $114K
281K $7.36M
IVV
Ishares Core S&P 500 ETF

ETFs
-437
- 4.55%
$554.06 - $615.85 $242K - $269K
9.17K $5.12M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-6.19K
- 5.63%
$24.91 - $29.02 $154K - $180K
104K $2.6M
PLTR
Palantir Technologies Inc.

Technology
-9.12K
- 22.22%
$64.98 - $124.62 $593K - $1.14M
31.9K $2.69M
ILCB
Ishares Morningstar U.S. Equit

ETFs
-662
- 1.43%
$76.17 - $85.05 $50.4K - $56.3K
45.6K $3.5M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-2.72K
- 23.57%
$76.94 - $78.28 $209K - $213K
8.83K $690K
SPY
Spdr S&P 500 ETF Trust

ETFs
-148
- 4.34%
$551.42 - $612.93 $81.6K - $90.7K
3.26K $1.82M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-26
- 0.35%
$302.31 - $337.54 $7.86K - $8.78K
7.37K $2.25M
AVGO
Broadcom Inc.

Technology
-16
- 0.95%
$167.43 - $244.7 $2.68K - $3.92K
1.67K $279K
IWC
Russell Micro Cap ETF

ETFs
-193
- 4.48%
$110.91 - $133.46 $21.4K - $25.8K
4.12K $462K
PG
Procter & Gamble CO

Consumer Defensive
-639
- 14.96%
$158.56 - $176.26 $101K - $113K
3.63K $618K
PVAL
Putnam ETF Tr Putnam Focused L
-2.75K
- 18.87%
$36.8 - $39.59 $101K - $109K
11.8K $445K
IMCB
Ishares Morningstar Mid Cap Et

ETFs
-8
- 0.02%
$72.01 - $79.94 $576 - $640
36K $2.65M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-2.69K
- 7.12%
$42.5 - $46.71 $114K - $126K
35.1K $1.59M
AMZN
Amazon Com Inc

Consumer Cyclical
-110
- 6.26%
$190.26 - $242.06 $20.9K - $26.6K
1.65K $313K
IWD
Ishares Russell 1000 Val ETF

ETFs
-432
- 1.46%
$182.82 - $196.21 $79K - $84.8K
29.1K $5.42M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
-389
- 12.52%
$91.76 - $103.26 $35.7K - $40.2K
2.72K $250K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-2.03K
- 6.73%
$22.46 - $23.26 $45.5K - $47.2K
28.1K $650K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-11
- 1.56%
$522.96 - $601.18 $5.75K - $6.61K
694 $370K
META
Meta Platforms, Inc.

Communication Services
-38
- 8.24%
$576.36 - $736.67 $21.9K - $28K
423 $243K
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
-1.04K
- 8.74%
$20.2 - $22.24 $21K - $23.1K
10.9K $231K
SMB
Vaneck Short Muni ETF

ETFs
-1.12K
- 8.78%
$17.08 - $17.25 $19.2K - $19.4K
11.7K $199K
IEFA
Ishares Tr

ETFs
-524
- 14.33%
$69.57 - $78.65 $36.5K - $41.2K
3.13K $239K
PEP
Pepsico Inc

Consumer Defensive
-61
- 2.41%
$142.64 - $156.42 $8.7K - $9.54K
2.47K $370K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-404
- 6.07%
$48.43 - $49.9 $19.6K - $20.2K
6.25K $311K
ACWI
Ishares Msci Acwi ETF

ETFs
-60
- 2.13%
$115.16 - $124.13 $6.91K - $7.45K
2.76K $320K
EMB
Ishares Tr

ETFs
-126
- 3.58%
$88.64 - $92.03 $11.2K - $11.6K
3.4K $306K
JPM
Jpmorgan Chase & CO

Financial Services
-60
- 2.37%
$225.19 - $279.95 $13.5K - $16.8K
2.47K $606K
VZ
Verizon Communications Inc

Communication Services
-624
- 9.04%
$37.81 - $46.49 $23.6K - $29K
6.28K $284K
UNH
Unitedhealth Group Inc

Healthcare
-80
- 2.82%
$461.52 - $548.18 $36.9K - $43.9K
2.75K $1.44M
VEA
Vanguard Ftse Developed Market

ETFs
-839
- 5.49%
$47.4 - $52.99 $39.8K - $44.5K
14.4K $739K
GWX
Spdr Index Shs Fd Spdr S&P Int

ETFs
-300
- 1.58%
$30.35 - $33.16 $9.11K - $9.95K
18.7K $601K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-1.37K
- 0.25%
$18.36 - $20.51 $25.2K - $28.1K
545K $10.9M
Activity Summary
Buys All Purchases 34 New Holdings 5 Increased Positions 29 Sells All Sells 40 Reductions 40 Sold out 0 Options Calls 0 Puts 0
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