Center For Asset Management LLC Purchases in Q3 2025

Center For Asset Management LLC

  • $187 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
6.73K
+ 61.04%
$567.77 - $614.76 $3.82M - $4.14M
17.8K $10.9M
BNDX
Vanguard Total International B

ETFs
53.3K
+ 58.07%
$49.0 - $49.51 $2.61M - $2.64M
145K $7.17M
IEFA
Ishares Tr

ETFs
21.2K
+ 62.22%
$81.7 - $87.53 $1.73M - $1.86M
55.3K $4.82M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
16.2K
+ 21.51%
$100.16 - $100.7 $1.62M - $1.63M
91.6K $9.22M
FOXA
Fox Corp

Communication Services
24.8K
New
$53.87 - $63.06 $1.34M - $1.57M
24.8K $1.57M
GOOGL
Alphabet Inc.

Communication Services
1.36K
+ 10.88%
$174.36 - $254.72 $237K - $347K
13.9K $3.37M
BND
Vanguard Bd Index Fd Inc Total

ETFs
15.2K
+ 64.23%
$72.57 - $74.72 $1.11M - $1.14M
39K $2.9M
SYF
Synchrony Financial

Financial Services
13.3K
+ 118.47%
$67.53 - $76.86 $901K - $1.03M
24.6K $1.75M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
16.1K
+ 27.38%
$52.55 - $54.37 $845K - $875K
74.9K $4.05M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
2.71K
New
$301.44 - $365.84 $815K - $990K
2.71K $875K
VCIT
Vanguard Intermediate Term Cor

ETFs
9.86K
+ 76.1%
$81.75 - $84.54 $806K - $833K
22.8K $1.92M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
10.3K
New
$74.93 - $80.73 $770K - $830K
10.3K $828K
UTHR
United Therapeutics Corp

Healthcare
1.45K
+ 87.58%
$274.7 - $438.75 $397K - $634K
3.1K $1.3M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
6.66K
+ 23.85%
$117.65 - $120.08 $783K - $799K
34.6K $4.13M
CFG
Citizens Financial Group Inc

Financial Services
14.8K
New
$46.1 - $53.65 $684K - $796K
14.8K $788K
IEMG
Ishares Inc

ETFs
13.9K
+ 64.74%
N/A
35.4K $1.9M
IAGG
Ishares Tr Core Intl Aggregate

ETFs
14K
New
$50.85 - $51.35 $710K - $716K
14K $714K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
6.14K
+ 29.82%
$98.52 - $103.93 $605K - $638K
26.7K $2.75M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
14.9K
+ 26.35%
$42.75 - $43.37 $638K - $647K
71.5K $3.1M
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
21.2K
+ 86.53%
$28.38 - $29.05 $602K - $616K
45.7K $1.32M
SPBO
Spdr Ser Tr Spdr Portfolio Cor

ETFs
20K
+ 103.1%
$28.77 - $29.79 $575K - $595K
39.4K $1.17M
VXF
Vanguard Extended Market ETF

ETFs
2.45K
+ 54.72%
$193.58 - $213.07 $474K - $522K
6.93K $1.45M
EXEL
Exelixis, Inc.

Healthcare
12.4K
New
$36.22 - $46.25 $448K - $572K
12.4K $510K
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
19.9K
+ 76.64%
$21.77 - $22.57 $433K - $449K
45.9K $1.03M
IAU
Ishares Gold Trust

ETFs
4.62K
New
$61.62 - $72.77 $284K - $336K
4.62K $335K
IYW
Ishares Dj Us Tech ETF

ETFs
1.61K
New
$171.38 - $197.01 $276K - $317K
1.61K $315K
MO
Altria Group, Inc.

Consumer Defensive
2.03K
+ 9.52%
$57.75 - $67.68 $117K - $137K
23.3K $1.54M
SCHP
Schwab Strategic Us Tips ETF

ETFs
9.93K
+ 73.09%
$26.44 - $27.1 $263K - $269K
23.5K $633K
CVS
Cvs Health Corp

Healthcare
3.61K
New
$58.75 - $76.5 $212K - $276K
3.61K $271K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
2.43K
+ 1371.75%
$89.32 - $107.82 $217K - $262K
2.61K $280K
ORCL
Oracle Corp

Technology
915
New
$218.96 - $328.33 $200K - $300K
915 $257K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
1.81K
New
$136.48 - $142.97 $247K - $259K
1.81K $253K
IDXX
Idexx Laboratories Inc

Healthcare
391
New
$514.61 - $682.78 $201K - $267K
391 $249K
CM
Canadian Imperial Bank Of Commerce

Financial Services
3.11K
New
$71.11 - $81.68 $221K - $254K
3.11K $248K
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
7.1K
New
$32.11 - $34.92 $228K - $248K
7.1K $247K
EWC
Ishares Msci Canada ETF

ETFs
4.23K
+ 62.57%
$45.86 - $50.88 $194K - $215K
11K $555K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
4.41K
New
$49.43 - $54.52 $218K - $241K
4.41K $239K
VGT
Vanguard Information Technolog

ETFs
320
New
$656.44 - $753.15 $210K - $241K
320 $238K
A
Agilent Technologies, Inc.

Healthcare
1.82K
New
$112.04 - $128.75 $204K - $235K
1.82K $234K
JNJ
Johnson & Johnson

Healthcare
1.23K
New
$155.17 - $185.42 $191K - $229K
1.23K $228K
XOM
Exxon Mobil Corp

Energy
1.84K
+ 44.78%
$105.83 - $117.22 $194K - $215K
5.93K $668K
XLK
Technology Sector Spdr

ETFs
800
New
$250.97 - $282.66 $201K - $226K
800 $225K
AIQ
Global X Funds Global X Artifi

ETFs
4.57K
New
$43.2 - $49.66 $198K - $227K
4.57K $225K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
2.77K
New
$72.65 - $78.68 $201K - $218K
2.77K $216K
VO
Vanguard Mid Cap ETF

ETFs
647
+ 47.09%
$279.83 - $293.74 $181K - $190K
2.02K $593K
BA
Boeing CO

Industrials
969
New
$209.79 - $237.38 $203K - $230K
969 $209K
EMB
Ishares Tr

ETFs
2.1K
+ 73.49%
$91.52 - $95.59 $192K - $200K
4.95K $471K
PRF
Invesco Exchange Traded Fd Tr

ETFs
4.54K
New
$42.04 - $45.23 $191K - $205K
4.54K $205K
TYL
Tyler Technologies Inc

Technology
383
New
$522.22 - $611.76 $200K - $234K
383 $200K
Activity Summary
Buys All Purchases 78 New Holdings 25 Increased Positions 53 Sells All Sells 51 Reductions 51 Sold out 0 Options Calls 0 Puts 0
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