Center For Asset Management LLC Reduced Holdings in Q1 2025

Center For Asset Management LLC

  • $163 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
MGK
Vanguard Mega Cap Growth ETF

ETFs
-7.9K
- 26.53%
$307.43 - $357.48 $2.43M - $2.82M
21.9K $6.76M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-89.5K
- 25.85%
$22.25 - $23.0 $1.99M - $2.06M
257K $5.9M
MGV
Vanguard Mega Cap Value

ETFs
-15.2K
- 26.71%
$123.61 - $133.01 $1.88M - $2.03M
41.8K $5.39M
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
-28.9K
- 26.57%
$49.67 - $51.43 $1.43M - $1.49M
79.8K $4.08M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
-30.2K
- 24.43%
$44.68 - $46.49 $1.35M - $1.41M
93.5K $4.33M
NVDA
Nvidia Corp

Technology
-890
- 2.7%
$106.98 - $149.43 $95.2K - $133K
32.1K $3.48M
MSFT
Microsoft Corp

Technology
-302
- 1.9%
$375.39 - $447.2 $113K - $135K
15.6K $5.85M
AVGO
Broadcom Inc.

Technology
-13
- 0.11%
$167.43 - $244.7 $2.18K - $3.18K
12.1K $2.03M
VBR
Vanguard Small Cap Value ETF

ETFs
-3.3K
- 23.34%
$183.02 - $207.75 $604K - $686K
10.8K $2.02M
VOT
Vanguard Mid Cap Growth Index

ETFs
-2.4K
- 26.39%
$237.72 - $276.98 $570K - $664K
6.69K $1.64M
VOE
Vanguard Mid Cap Value Index F

ETFs
-3.47K
- 23.22%
$156.61 - $168.02 $544K - $584K
11.5K $1.84M
GOOGL
Alphabet Inc.

Communication Services
-651
- 4.93%
$154.33 - $206.19 $100K - $134K
12.5K $1.94M
PFE
Pfizer Inc

Healthcare
-16.9K
- 48.24%
$25.01 - $27.13 $423K - $459K
18.1K $459K
VBK
Vanguard Small Cap Growth ETF

ETFs
-1.11K
- 23.5%
$247.97 - $296.33 $275K - $329K
3.61K $908K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-1.8K
- 26.51%
$196.12 - $229.48 $353K - $413K
4.99K $1.01M
LQD
Ishares Iboxx $ Investment Gra

ETFs
-3.83K
- 26.61%
$105.1 - $109.61 $403K - $420K
10.6K $1.15M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-4.49K
- 25.96%
$87.68 - $94.52 $393K - $424K
12.8K $1.2M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-5.13K
- 26.52%
$48.43 - $49.9 $248K - $256K
14.2K $708K
SPTL
Spdr Portfolio Long Term Treas

ETFs
-6.76K
- 22.38%
$25.54 - $27.64 $173K - $187K
23.4K $639K
VUG
Vanguard Growth ETF

ETFs
-242
- 15.42%
$369.1 - $427.61 $89.3K - $103K
1.33K $492K
FDX
Fedex Corp

Industrials
-22
- 0.75%
$230.33 - $281.53 $5.07K - $6.19K
2.92K $712K
TROW
Price T Rowe Group Inc

Financial Services
-35
- 0.73%
$91.57 - $116.93 $3.2K - $4.09K
4.74K $435K
UTHR
United Therapeutics Corp

Healthcare
-52
- 3.08%
$304.42 - $380.78 $15.8K - $19.8K
1.63K $503K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-1.05K
- 13.92%
$40.03 - $46.81 $42.1K - $49.2K
6.5K $264K
CRM
Salesforce, Inc.

Technology
-39
- 4.05%
$268.36 - $359.95 $10.5K - $14K
925 $248K
CG
Carlyle Group Inc.

Financial Services
-374
- 7.43%
$40.03 - $56.96 $15K - $21.3K
4.66K $203K
CMCSA
Comcast Corp

Communication Services
-954
- 4.76%
$33.19 - $38.23 $31.7K - $36.5K
19.1K $703K
CDNS
Cadence Design Systems Inc

Technology
-4
- 0.42%
$233.96 - $324.52 $936 - $1.3K
953 $242K
NEE
Nextera Energy Inc

Utilities
-285
- 1.01%
$66.96 - $76.16 $19.1K - $21.7K
27.9K $1.98M
VTV
Vanguard Value ETF

ETFs
-257
- 9.22%
$167.73 - $179.21 $43.1K - $46.1K
2.53K $437K
RE
Everest Re Group LTD

Financial Services
-88
- 3.74%
N/A
2.27K $840K
OMC
Omnicom Group Inc.

Communication Services
-168
- 3.71%
$79.43 - $88.34 $13.3K - $14.8K
4.36K $361K
MA
Mastercard Inc

Financial Services
-80
- 7.69%
$504.67 - $576.31 $40.4K - $46.1K
960 $526K
PEG
Public Service Enterprise Group Inc

Utilities
-22
- 0.32%
$78.2 - $90.39 $1.72K - $1.99K
6.82K $561K
PG
Procter & Gamble CO

Consumer Defensive
-322
- 2.3%
$158.56 - $176.26 $51.1K - $56.8K
13.7K $2.33M
STLD
Steel Dynamics Inc

Basic Materials
-155
- 4.77%
N/A
3.1K $303K
CTSH
Cognizant Technology Solutions Corp

Technology
-113
- 2.72%
$75.32 - $90.7 $8.51K - $10.2K
4.04K $308K
UBER
Uber Technologies, Inc

Technology
-746
- 20.37%
$63.17 - $81.49 $47.1K - $60.8K
2.92K $212K
QCOM
Qualcomm Inc

Technology
-36
- 1.02%
$151.94 - $175.86 $5.47K - $6.33K
3.5K $537K
OHI
Omega Healthcare Investors Inc

Real Estate
-101
- 0.88%
$35.7 - $38.33 $3.61K - $3.87K
11.4K $433K
UNH
Unitedhealth Group Inc

Healthcare
-16
- 2.63%
$461.52 - $548.18 $7.38K - $8.77K
593 $310K
JPM
Jpmorgan Chase & CO

Financial Services
-14
- 0.32%
$225.19 - $279.95 $3.15K - $3.92K
4.33K $1.06M
EXPD
Expeditors International Of Washington Inc

Industrials
-78
- 2.34%
$109.09 - $126.48 $8.51K - $9.87K
3.25K $390K
KLAC
Kla Corp

Technology
-32
- 3.56%
$636.62 - $777.63 $20.4K - $24.9K
867 $589K
TSN
Tyson Foods, Inc.

Consumer Defensive
-1
- 0.03%
$54.27 - $63.81 $54.3 - $63.8
3.76K $239K
XOM
Exxon Mobil Corp

Energy
-58
- 1.39%
$105.44 - $118.93 $6.12K - $6.9K
4.12K $489K
GE
General Electric CO

Industrials
-64
- 2.5%
$168.59 - $212.13 $10.8K - $13.6K
2.49K $498K
ED
Consolidated Edison Inc

Utilities
-94
- 2.08%
$88.0 - $110.59 $8.27K - $10.4K
4.43K $489K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-182
- 3.27%
$208.48 - $244.03 $37.9K - $44.4K
5.39K $1.31M
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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