Center For Asset Management LLC has filed its 13F form on April 25, 2024 for Q1 2024 where it was disclosed a total value porftolio of $122 Million distributed in 100 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Pimco ETF Tr Enhanced Sht Matu with a value of $8.22M, Vanguard Mega Cap Growth ETF with a value of $8M, Ishares Barclays 1 3 Year Trea with a value of $6.75M, Ishares U.S. Treasury Bond ETF with a value of $6.55M, and Vanguard Mega Cap Value with a value of $6.2M.

Examining the 13F form we can see an increase of $12.4M in the current position value, from $110M to 122M.

Below you can find more details about Center For Asset Management LLC portfolio as well as his latest detailed transactions.

Portfolio value $122 Million
ETFs: $71.5 Million
Technology: $18.3 Million
Healthcare: $5.47 Million
Communication Services: $5.15 Million
Industrials: $4.97 Million
Consumer Defensive: $3.83 Million
Utilities: $3.68 Million
Consumer Cyclical: $3.53 Million
Other: $5.55 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History


  • Portfolio
  • No. of Stocks 100
  • Current Value $122 Million
  • Prior Value $110 Million
  • Filing
  • Period Q1 2024
  • Filing Date April 25, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 7 stocks
  • Additional Purchases 51 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 35 stocks
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