Center For Asset Management LLC Incresed Positions in Q2 2025

Center For Asset Management LLC

  • $168 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MGK
Vanguard Mega Cap Growth ETF

ETFs
7.21K
+ 32.95%
$273.67 - $366.17 $1.97M - $2.64M
29.1K $10.6M
MGV
Vanguard Mega Cap Value

ETFs
13.9K
+ 33.17%
$114.87 - $131.25 $1.59M - $1.82M
55.7K $7.3M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
82.9K
+ 32.29%
$22.54 - $23.17 $1.87M - $1.92M
340K $7.8M
NVDA
Nvidia Corp

Technology
286
+ 0.89%
$94.31 - $157.99 $27K - $45.2K
32.4K $5.12M
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
26.8K
+ 33.56%
$49.73 - $51.44 $1.33M - $1.38M
107K $5.48M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
27.8K
+ 29.72%
$45.2 - $46.6 $1.26M - $1.3M
121K $5.62M
VOT
Vanguard Mid Cap Growth Index

ETFs
2.18K
+ 32.59%
$216.28 - $284.39 $471K - $620K
8.87K $2.52M
VBR
Vanguard Small Cap Value ETF

ETFs
2.94K
+ 27.15%
$162.76 - $195.77 $479K - $576K
13.8K $2.69M
SPIB
Spdr Portfolio Intermediate Te

ETFs
17K
+ 32.6%
$32.62 - $33.58 $556K - $572K
69.3K $2.33M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
1.63K
+ 32.78%
$180.84 - $240.32 $295K - $393K
6.62K $1.59M
LQD
Ishares Iboxx $ Investment Gra

ETFs
3.58K
+ 33.87%
$105.23 - $109.61 $377K - $392K
14.1K $1.55M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
4.15K
+ 32.43%
$85.42 - $94.39 $354K - $392K
16.9K $1.59M
PFE
Pfizer Inc

Healthcare
16.3K
+ 89.58%
$21.59 - $24.84 $351K - $404K
34.4K $833K
VBK
Vanguard Small Cap Growth ETF

ETFs
1K
+ 27.7%
$219.76 - $276.94 $220K - $277K
4.61K $1.28M
AMGN
Amgen Inc

Healthcare
1.26K
+ 77.72%
$262.28 - $309.85 $329K - $389K
2.87K $801K
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
4.85K
+ 34.12%
$49.57 - $50.27 $240K - $244K
19K $957K
KLAC
Kla Corp

Technology
15
+ 1.73%
$576.53 - $902.94 $8.65K - $13.5K
882 $790K
VUG
Vanguard Growth ETF

ETFs
200
+ 15.07%
$329.49 - $438.4 $65.9K - $87.7K
1.53K $669K
GE
General Electric CO

Industrials
13
+ 0.52%
$166.81 - $257.39 $2.17K - $3.35K
2.51K $645K
SPTL
Spdr Portfolio Long Term Treas

ETFs
6.1K
+ 26.01%
$25.48 - $27.78 $155K - $169K
29.5K $785K
UBER
Uber Technologies, Inc

Technology
661
+ 22.67%
$64.62 - $93.3 $42.7K - $61.7K
3.58K $333K
AMAT
Applied Materials Inc

Technology
4
+ 0.23%
$126.95 - $183.52 $508 - $734
1.78K $325K
MA
Mastercard Inc

Financial Services
80
+ 8.33%
$479.92 - $590.74 $38.4K - $47.3K
1.04K $584K
CG
Carlyle Group Inc.

Financial Services
374
+ 8.03%
$34.78 - $51.4 $13K - $19.2K
5.03K $258K
VTV
Vanguard Value ETF

ETFs
184
+ 7.27%
$153.67 - $176.74 $28.3K - $32.5K
2.71K $479K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
670
+ 10.31%
$35.35 - $42.68 $23.7K - $28.6K
7.17K $305K
RE
Everest Re Group LTD

Financial Services
41
+ 1.81%
N/A
2.31K $855K
CRM
Salesforce, Inc.

Technology
39
+ 4.22%
$236.26 - $291.15 $9.21K - $11.4K
964 $262K
CTSH
Cognizant Technology Solutions Corp

Technology
25
+ 0.62%
$66.47 - $81.81 $1.66K - $2.05K
4.06K $317K
STLD
Steel Dynamics Inc

Basic Materials
86
+ 2.78%
N/A
3.18K $312K
CMCSA
Comcast Corp

Communication Services
561
+ 2.94%
$32.84 - $36.72 $18.4K - $20.6K
19.6K $700K
EXPD
Expeditors International Of Washington Inc

Industrials
14
+ 0.43%
$102.84 - $122.24 $1.44K - $1.71K
3.26K $372K
NEE
Nextera Energy Inc

Utilities
285
+ 1.02%
$64.11 - $75.0 $18.3K - $21.4K
28.2K $1.95M
AFL
Aflac Inc

Financial Services
108
+ 1.62%
$99.77 - $112.45 $10.8K - $12.1K
6.77K $713K
UTHR
United Therapeutics Corp

Healthcare
17
+ 1.04%
$276.47 - $328.4 $4.7K - $5.58K
1.65K $474K
OMC
Omnicom Group Inc.

Communication Services
78
+ 1.79%
$69.22 - $79.77 $5.4K - $6.22K
4.43K $318K
ED
Consolidated Edison Inc

Utilities
1
+ 0.02%
$98.05 - $113.3 $98.1 - $113
4.43K $444K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
70
+ 1.3%
$212.1 - $244.27 $14.8K - $17.1K
5.46K $1.19M
UNH
Unitedhealth Group Inc

Healthcare
16
+ 2.7%
$274.35 - $599.47 $4.39K - $9.59K
609 $189K
PG
Procter & Gamble CO

Consumer Defensive
3
+ 0.02%
$157.66 - $172.39 $473 - $517
13.7K $2.18M
Activity Summary
Buys All Purchases 47 New Holdings 6 Increased Positions 41 Sells All Sells 70 Reductions 70 Sold out 0 Options Calls 0 Puts 0
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