Cassia Capital Partners, LLC Portfolio Holdings

Cassia Capital Partners, LLC has filed its 13F form on October 21, 2024 for Q3 2024 where it was disclosed a total value porftolio of $151 Million distributed in 57 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Wisdomtree Floating Rate Treas with a value of $26.5M, Ishares Msci Usa Min Vol Facto with a value of $21.1M, J P Morgan Exchange Traded Fd with a value of $11.3M, Ishares Core S&P 500 ETF with a value of $10.3M, and First Tr Enhanced Traded Fd Iv with a value of $9.05M.

Examining the 13F form we can see an decrease of $193K in the current position value, from $152M to 151M.

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.