Center For Asset Management LLC Reduced Holdings in Q3 2025

Center For Asset Management LLC

  • $187 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
MGV
Vanguard Mega Cap Value

ETFs
-16.6K
- 29.9%
$129.46 - $137.85 $2.15M - $2.29M
39K $5.37M
MGK
Vanguard Mega Cap Growth ETF

ETFs
-7.23K
- 24.87%
$362.31 - $405.74 $2.62M - $2.93M
21.8K $8.79M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-70K
- 20.61%
$22.64 - $23.22 $1.58M - $1.63M
270K $6.23M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
-28K
- 23.07%
$45.72 - $47.27 $1.28M - $1.32M
93.3K $4.38M
AMZN
Amazon Com Inc

Consumer Cyclical
-5.05K
- 38.11%
$211.65 - $238.24 $1.07M - $1.2M
8.2K $1.8M
VOT
Vanguard Mid Cap Growth Index

ETFs
-3.16K
- 35.6%
$282.75 - $294.19 $892K - $928K
5.71K $1.68M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-2.77K
- 41.82%
$236.25 - $257.69 $654K - $713K
3.85K $987K
VBR
Vanguard Small Cap Value ETF

ETFs
-3.48K
- 25.25%
$195.41 - $212.37 $680K - $739K
10.3K $2.15M
SPIB
Spdr Portfolio Intermediate Te

ETFs
-16.4K
- 23.7%
$33.26 - $34.01 $546K - $558K
52.9K $1.79M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-5.77K
- 34.04%
$92.18 - $95.14 $532K - $549K
11.2K $1.06M
PFE
Pfizer Inc

Healthcare
-16.4K
- 47.82%
$23.29 - $25.88 $383K - $426K
17.9K $457K
AMGN
Amgen Inc

Healthcare
-1.24K
- 43.25%
$271.18 - $309.22 $337K - $384K
1.63K $459K
META
Meta Platforms, Inc.

Communication Services
-344
- 8.01%
$695.21 - $791.73 $239K - $272K
3.95K $2.9M
VBK
Vanguard Small Cap Growth ETF

ETFs
-1.08K
- 23.43%
$276.51 - $305.12 $299K - $330K
3.53K $1.05M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-4.49K
- 23.57%
$49.78 - $50.75 $224K - $228K
14.6K $737K
CARR
Carrier Global Corp

Industrials
-1.58K
- 27.59%
$58.75 - $80.73 $92.8K - $128K
4.15K $247K
SPTL
Spdr Portfolio Long Term Treas

ETFs
-5.9K
- 19.96%
$25.67 - $27.21 $151K - $160K
23.6K $637K
VST
Vistra Corp.

Utilities
-689
- 8.41%
$182.0 - $217.92 $125K - $150K
7.5K $1.47M
CMCSA
Comcast Corp

Communication Services
-782
- 3.98%
$31.41 - $36.33 $24.6K - $28.4K
18.9K $592K
PG
Procter & Gamble CO

Consumer Defensive
-180
- 1.32%
$150.47 - $161.22 $27.1K - $29K
13.5K $2.07M
UBER
Uber Technologies, Inc

Technology
-1.01K
- 28.35%
$86.91 - $99.57 $88.1K - $101K
2.56K $251K
INTU
Intuit Inc

Technology
-36
- 8.41%
$646.03 - $807.39 $23.3K - $29.1K
392 $267K
CTSH
Cognizant Technology Solutions Corp

Technology
-134
- 3.3%
$66.67 - $80.98 $8.93K - $10.9K
3.93K $263K
VUG
Vanguard Growth ETF

ETFs
-210
- 13.75%
$433.97 - $484.08 $91.1K - $102K
1.32K $631K
MA
Mastercard Inc

Financial Services
-59
- 5.67%
$550.18 - $598.96 $32.5K - $35.3K
981 $558K
LYV
Live Nation Entertainment, Inc.

Communication Services
-257
- 14.69%
$143.56 - $174.06 $36.9K - $44.7K
1.49K $243K
VTV
Vanguard Value ETF

ETFs
-249
- 9.17%
$175.51 - $186.57 $43.7K - $46.5K
2.47K $459K
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
-1.86K
- 1.74%
$50.73 - $52.47 $94.2K - $97.4K
105K $5.47M
Lam Research Corp
-1.22K
- 40.78%
N/A
1.77K $0
IVV
Ishares Core S&P 500 ETF

ETFs
-47
- 6.52%
$620.67 - $670.08 $29.2K - $31.5K
674 $451K
IVE
Ishares S&P 500 Value ETF

ETFs
-33
- 2.73%
$194.44 - $206.51 $6.42K - $6.81K
1.18K $243K
QUAL
Ishares Msci Usa Quality Facto

ETFs
-37
- 3.07%
$182.33 - $194.5 $6.75K - $7.2K
1.17K $227K
AVGO
Broadcom Inc.

Technology
-1.93K
- 16.16%
$264.74 - $369.57 $510K - $712K
10K $3.3M
EXPD
Expeditors International Of Washington Inc

Industrials
-131
- 4.01%
$111.37 - $124.95 $14.6K - $16.4K
3.13K $384K
AMAT
Applied Materials Inc

Technology
-124
- 6.98%
$156.25 - $204.95 $19.4K - $25.4K
1.65K $338K
QCOM
Qualcomm Inc

Technology
-44
- 1.26%
$145.84 - $173.55 $6.42K - $7.64K
3.45K $574K
BLDR
Builders First Source, Inc.

Industrials
-44
- 0.78%
$116.91 - $149.21 $5.14K - $6.57K
5.62K $681K
IVW
Ishares S&P 500 Growth ETF

ETFs
-123
- 3.3%
$108.97 - $121.65 $13.4K - $15K
3.6K $435K
CDNS
Cadence Design Systems Inc

Technology
-33
- 3.52%
$309.46 - $373.37 $10.2K - $12.3K
904 $317K
CG
Carlyle Group Inc.

Financial Services
-447
- 8.88%
$52.82 - $69.35 $23.6K - $31K
4.59K $287K
SPY
Spdr S&P 500 ETF Trust

ETFs
-50
- 3.82%
$617.65 - $666.84 $30.9K - $33.3K
1.26K $838K
OMC
Omnicom Group Inc.

Communication Services
-150
- 3.38%
$70.41 - $81.53 $10.6K - $12.2K
4.28K $349K
KLAC
Kla Corp

Technology
-110
- 12.47%
$843.9 - $1078.6 $92.8K - $119K
772 $832K
NEE
Nextera Energy Inc

Utilities
-1.62K
- 5.77%
$69.77 - $77.54 $113K - $126K
26.5K $2M
JPM
Jpmorgan Chase & CO

Financial Services
-21
- 0.49%
$282.78 - $316.06 $5.94K - $6.64K
4.25K $1.34M
WSM
Williams Sonoma Inc

Consumer Cyclical
-13
- 0.34%
$163.62 - $210.2 $2.13K - $2.73K
3.8K $743K
TSLA
Tesla, Inc.

Consumer Cyclical
-219
- 10.01%
$293.94 - $444.72 $64.4K - $97.4K
1.97K $875K
MSFT
Microsoft Corp

Technology
-242
- 1.56%
$491.09 - $535.64 $119K - $130K
15.3K $7.91M
NVDA
Nvidia Corp

Technology
-2.36K
- 7.29%
$153.3 - $186.58 $362K - $441K
30K $5.61M
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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