Brand Asset Management Group, Inc. Portfolio Holdings by Sector

Brand Asset Management Group, Inc.

$244 Million
Q4 2024

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs IEMG IJH SCZ VONG IWF VO SCHF SCHX 66 stocks	$226,995 93.34% of portfolio	31	26	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology PLTR MSFT CRWD 3 stocks	$5,212 2.14% of portfolio	1	2	1	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL 1 stocks	$2,549 1.05% of portfolio	-	1	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA AVGO 2 stocks	$1,653 0.68% of portfolio	2	-	-	-	0 Calls 0 Puts
Healthcare Plans \| Healthcare UNH 1 stocks	$1,433 0.59% of portfolio	-	1	-	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive PG 1 stocks	$716 0.29% of portfolio	1	-	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM 1 stocks	$606 0.25% of portfolio	1	-	-	-	0 Calls 0 Puts
Utilities—Regulated Electric \| Utilities AEE NEE 2 stocks	$574 0.24% of portfolio	1	-	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$543 0.22% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services META GOOGL 2 stocks	$539 0.22% of portfolio	2	-	-	-	0 Calls 0 Puts
Closed-End Fund - Foreign \| ETFs EEM 1 stocks	$524 0.22% of portfolio	-	1	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$385 0.16% of portfolio	-	1	-	-	0 Calls 0 Puts
Beverages—Non-Alcoholic \| Consumer Defensive PEP 1 stocks	$385 0.16% of portfolio	1	-	-	-	0 Calls 0 Puts
Information Technology Services \| Technology IBM 1 stocks	$367 0.15% of portfolio	-	1	-	-	0 Calls 0 Puts
Telecom Services \| Communication Services VZ 1 stocks	$276 0.11% of portfolio	1	-	-	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive WMT 1 stocks	$222 0.09% of portfolio	1	-	1	-	0 Calls 0 Puts
Banks—Regional \| Financial Services USB 1 stocks	$201 0.08% of portfolio	1	-	1	-	0 Calls 0 Puts

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