Center For Asset Management LLC Purchases in Q1 2025

Center For Asset Management LLC

  • $163 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
20.9K
New
$209.68 - $247.1 $4.38M - $5.16M
20.9K $4.64M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
6.11K
+ 55.13%
$507.05 - $563.67 $3.1M - $3.44M
17.2K $8.83M
AMZN
Amazon Com Inc

Consumer Cyclical
14K
New
$190.26 - $242.06 $2.66M - $3.38M
14K $2.66M
BNDX
Vanguard Total International B

ETFs
47.7K
+ 51.45%
$48.33 - $49.5 $2.3M - $2.36M
140K $6.85M
IEFA
Ishares Tr

ETFs
18.9K
+ 55.05%
$69.57 - $78.65 $1.31M - $1.48M
53.2K $4.02M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
12.1K
+ 15.91%
$100.32 - $100.76 $1.22M - $1.22M
88.5K $8.9M
BND
Vanguard Bd Index Fd Inc Total

ETFs
12.9K
+ 53.87%
$71.17 - $73.66 $915K - $947K
36.7K $2.7M
FOXA
Fox Corp

Communication Services
14.9K
New
$47.9 - $58.0 $711K - $861K
14.9K $840K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
13.6K
+ 22.83%
$50.82 - $52.7 $691K - $716K
73.1K $3.84M
AFL
Aflac Inc

Financial Services
6.66K
New
$100.99 - $111.19 $672K - $740K
6.66K $740K
VCIT
Vanguard Intermediate Term Cor

ETFs
8.1K
+ 62.17%
$79.17 - $82.04 $642K - $665K
21.1K $1.73M
IEMG
Ishares Inc

ETFs
12.6K
+ 58.39%
N/A
34.3K $1.84M
CFG
Citizens Financial Group Inc

Financial Services
15.5K
New
$39.73 - $48.36 $617K - $751K
15.5K $636K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
4.78K
+ 22.94%
$97.25 - $104.79 $465K - $501K
25.6K $2.66M
SPTI
Spdr Ser Tr Spdr Portfolio Int

ETFs
17.9K
+ 72.52%
$27.64 - $28.58 $495K - $512K
42.6K $1.22M
AMGN
Amgen Inc

Healthcare
1.62K
New
$258.59 - $327.36 $418K - $529K
1.62K $503K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
11.9K
+ 20.73%
$42.38 - $43.28 $504K - $515K
69.2K $2.94M
SPBO
Spdr Ser Tr Spdr Portfolio Cor

ETFs
16.6K
+ 85.15%
$28.27 - $29.28 $470K - $487K
36.2K $1.05M
VXF
Vanguard Extended Market ETF

ETFs
3.04K
+ 67.41%
$170.36 - $201.04 $518K - $611K
7.55K $1.3M
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
16.5K
+ 63.08%
$21.23 - $22.14 $350K - $365K
42.6K $939K
IAU
Ishares Gold Trust

ETFs
4.78K
New
$49.74 - $58.96 $238K - $282K
4.78K $281K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
5.76K
New
$42.5 - $46.71 $245K - $269K
5.76K $260K
AMAT
Applied Materials Inc

Technology
1.77K
New
$145.06 - $195.51 $257K - $347K
1.77K $257K
SYF
Synchrony Financial

Financial Services
7.39K
+ 64.35%
$51.9 - $70.63 $384K - $522K
18.9K $999K
VO
Vanguard Mid Cap ETF

ETFs
992
+ 71.68%
$251.87 - $277.95 $250K - $276K
2.38K $614K
SCHP
Schwab Strategic Us Tips ETF

ETFs
8.24K
+ 60.36%
$25.69 - $26.89 $212K - $222K
21.9K $588K
XLK
Technology Sector Spdr

ETFs
1.13K
New
$206.38 - $242.18 $233K - $273K
1.13K $233K
IBM
International Business Machines Corp

Technology
914
New
$217.4 - $264.74 $199K - $242K
914 $227K
IDXX
Idexx Laboratories Inc

Healthcare
538
New
$406.29 - $469.04 $219K - $252K
538 $225K
CVS
Cvs Health Corp

Healthcare
3.23K
New
$44.22 - $68.64 $143K - $222K
3.23K $218K
AXP
American Express CO

Financial Services
805
New
$255.39 - $325.87 $206K - $262K
805 $216K
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
7.1K
New
$27.47 - $30.62 $195K - $217K
7.1K $209K
PAYX
Paychex Inc

Industrials
1.36K
New
$136.06 - $154.52 $185K - $210K
1.36K $209K
JNJ
Johnson & Johnson

Healthcare
1.24K
New
$142.06 - $167.7 $176K - $207K
1.24K $205K
IYW
Ishares Dj Us Tech ETF

ETFs
1.46K
New
$140.44 - $166.79 $205K - $244K
1.46K $205K
VEA
Vanguard Ftse Developed Market

ETFs
2.84K
+ 23.8%
$47.4 - $52.99 $135K - $151K
14.8K $751K
MO
Altria Group, Inc.

Consumer Defensive
28
+ 0.13%
$50.81 - $60.02 $1.42K - $1.68K
21.7K $1.3M
EWC
Ishares Msci Canada ETF

ETFs
4.09K
+ 60.04%
$39.3 - $42.52 $161K - $174K
10.9K $443K
EMB
Ishares Tr

ETFs
1.77K
+ 61.6%
$88.64 - $92.03 $157K - $163K
4.64K $420K
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
6.71K
+ 61.68%
$23.32 - $23.84 $156K - $160K
17.6K $411K
VZ
Verizon Communications Inc

Communication Services
104
+ 0.38%
$37.81 - $46.49 $3.93K - $4.83K
27.7K $1.26M
VB
Vanguard Small Cap ETF

ETFs
749
+ 37.21%
$217.89 - $252.64 $163K - $189K
2.76K $612K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
950
+ 51.57%
$110.75 - $119.78 $105K - $114K
2.79K $322K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
27
+ 15.25%
$1187.71 - $1432.58 $32.1K - $38.7K
204 $292K
ABBV
Abb Vie Inc.

Healthcare
66
+ 3.45%
$169.2 - $216.66 $11.2K - $14.3K
1.98K $414K
VICI
Vici Properties Inc.

Real Estate
127
+ 0.66%
$28.21 - $32.68 $3.58K - $4.15K
19.4K $631K
COST
Costco Wholesale Corp

Consumer Defensive
30
+ 8.2%
$890.62 - $1076.86 $26.7K - $32.3K
396 $374K
BLV
Vanguard Bd Index Fd Inc Long

ETFs
363
+ 7.57%
$66.9 - $71.57 $24.3K - $26K
5.16K $363K
LLY
Eli Lilly & CO

Healthcare
1
+ 0.15%
$725.72 - $929.72 $726 - $930
650 $536K
Activity Summary
Buys All Purchases 72 New Holdings 18 Increased Positions 54 Sells All Sells 51 Reductions 51 Sold out 0 Options Calls 0 Puts 0
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