Cassia Capital Partners, LLC has filed its 13F form on April 22, 2025 for Q1 2025 where it was disclosed a total value porftolio of $160 Million distributed in 56 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Wisdomtree Floating Rate Treas with a value of $20.7M, Ishares Msci Usa Min Vol Facto with a value of $20.5M, Spdr Gold Trust with a value of $11M, J P Morgan Exchange Traded Fd with a value of $10.7M, and First Tr Enhanced Traded Fd Iv with a value of $9.72M.
Examining the 13F form we can see an increase of $3.43M in the current position value, from $157M to 160M.
Cassia Capital Partners, LLC is based out at Winston Salem, NC
Below you can find more details about Cassia Capital Partners, LLC portfolio as well as his latest detailed transactions.
