Center For Asset Management LLC Incresed Positions in Q1 2025

Center For Asset Management LLC

  • $163 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
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
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
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
13.6K
+ 22.83%
$50.82 - $52.7 $691K - $716K
73.1K $3.84M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
5.41K
+ 19.14%
$114.57 - $118.14 $620K - $639K
33.7K $3.98M
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
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
4.78K
+ 22.94%
$97.25 - $104.79 $465K - $501K
25.6K $2.66M
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
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
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
BSV
Vanguard Bd Index Fd Inc Short

ETFs
302
+ 3.0%
$76.94 - $78.28 $23.2K - $23.6K
10.4K $812K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
208
+ 4.69%
$73.78 - $76.59 $15.3K - $15.9K
4.64K $355K
INTU
Intuit Inc

Technology
33
+ 7.71%
$555.63 - $630.23 $18.3K - $20.8K
461 $283K
CPRT
Copart Inc

Consumer Cyclical
285
+ 6.04%
$52.3 - $59.83 $14.9K - $17.1K
5.01K $283K
LYV
Live Nation Entertainment, Inc.

Communication Services
17
+ 0.95%
$115.79 - $154.66 $1.97K - $2.63K
1.81K $235K
IVE
Ishares S&P 500 Value ETF

ETFs
2
+ 0.12%
$185.78 - $198.58 $372 - $397
1.64K $312K
Lam Research Corp
112
+ 3.74%
N/A
3.11K $0
FANG
Diamondback Energy, Inc.

Energy
3
+ 0.15%
$139.9 - $180.18 $420 - $541
1.98K $316K
QUAL
Ishares Msci Usa Quality Facto

ETFs
3
+ 0.25%
$168.16 - $186.21 $504 - $559
1.21K $206K
SPY
Spdr S&P 500 ETF Trust

ETFs
35
+ 2.65%
$551.42 - $612.93 $19.3K - $21.5K
1.36K $757K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
576
+ 12.4%
$47.79 - $59.89 $27.5K - $34.5K
5.22K $262K
IVV
Ishares Core S&P 500 ETF

ETFs
3
+ 0.42%
$554.06 - $615.85 $1.66K - $1.85K
724 $406K
GIS
General Mills Inc

Consumer Defensive
144
+ 1.94%
$57.56 - $65.3 $8.29K - $9.4K
7.56K $452K
META
Meta Platforms, Inc.

Communication Services
23
+ 0.53%
$576.36 - $736.67 $13.3K - $16.9K
4.39K $2.53M
CAT
Caterpillar Inc

Industrials
1
+ 0.07%
$326.75 - $407.63 $327 - $408
1.5K $494K
SRE
Sempra Energy

Utilities
52
+ 1.47%
$67.85 - $87.67 $3.53K - $4.56K
3.59K $256K
NOW
Service Now, Inc.

Technology
13
+ 4.69%
$783.83 - $1170.39 $10.2K - $15.2K
290 $230K
LEN
Lennar Corp

Consumer Cyclical
71
+ 2.12%
$113.93 - $141.54 $8.09K - $10K
3.42K $392K
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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