Cassia Capital Partners, LLC has filed its 13F form on April 22, 2024 for Q1 2024 where it was disclosed a total value porftolio of $150 Million distributed in 62 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Wisdomtree Floating Rate Treas with a value of $25.3M, Ishares Msci Usa Min Vol Facto with a value of $19.8M, J P Morgan Exchange Traded Fd with a value of $11M, First Tr Enhanced Traded Fd Iv with a value of $9.47M, and Ishares Core S&P 500 ETF with a value of $8.3M.
Examining the 13F form we can see an increase of $30M in the current position value, from $120M to 150M.
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.
