Brand Asset Management Group, Inc. Portfolio Holdings by Sector

Brand Asset Management Group, Inc.

$236 Million
Q1 2025

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs IEMG IJH SCZ VO VONG IWF SCHF SCHE 65 stocks	$220,237 93.37% of portfolio	23	30	4	-	0 Calls 0 Puts
Software—Infrastructure \| Technology PLTR MSFT CRWD 3 stocks	$4,626 1.96% of portfolio	2	1	-	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$2,285 0.97% of portfolio	1	-	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA AVGO 2 stocks	$1,730 0.73% of portfolio	1	1	-	-	0 Calls 0 Puts
Healthcare Plans \| Healthcare UNH 1 stocks	$1,442 0.61% of portfolio	-	1	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$809 0.34% of portfolio	1	-	-	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive PG 1 stocks	$618 0.26% of portfolio	-	1	-	-	0 Calls 0 Puts
Utilities—Regulated Electric \| Utilities AEE NEE 2 stocks	$612 0.26% of portfolio	1	-	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM 1 stocks	$606 0.26% of portfolio	-	1	-	-	0 Calls 0 Puts
Closed-End Fund - Foreign \| ETFs EEM 1 stocks	$548 0.23% of portfolio	-	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services META GOOGL 2 stocks	$475 0.2% of portfolio	1	1	-	-	0 Calls 0 Puts
Information Technology Services \| Technology IBM 1 stocks	$415 0.18% of portfolio	-	-	-	-	0 Calls 0 Puts
Beverages—Non-Alcoholic \| Consumer Defensive PEP 1 stocks	$370 0.16% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$313 0.13% of portfolio	-	1	-	-	0 Calls 0 Puts
Telecom Services \| Communication Services VZ 1 stocks	$284 0.12% of portfolio	-	1	-	-	0 Calls 0 Puts
Banks—Regional \| Financial Services USB 1 stocks	$273 0.12% of portfolio	1	-	-	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive WMT 1 stocks	$228 0.1% of portfolio	1	-	-	-	0 Calls 0 Puts
Drug Manufacturers—Specialty & Generic \| Healthcare TLRY 1 stocks	$17 0.01% of portfolio	1	-	1	-	0 Calls 0 Puts

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