Center For Asset Management LLC Portfolio Holdings

Center For Asset Management LLC

  • $163 Million
  • Q1 2025

Center For Asset Management LLC has filed its 13F form on April 22, 2025 for Q1 2025 where it was disclosed a total value porftolio of $163 Million distributed in 130 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Pimco ETF Tr Enhanced Sht Matu with a value of $8.9M, Vanguard Index Fds S&P 500 ETF with a value of $8.83M, Vanguard Total International B with a value of $6.85M, Vanguard Mega Cap Growth ETF with a value of $6.76M, and Ishares U.S. Treasury Bond ETF with a value of $5.9M.

Examining the 13F form we can see an increase of $8.95M in the current position value, from $154M to 163M.

Below you can find more details about Center For Asset Management LLC portfolio as well as his latest detailed transactions.

Portfolio value $163 Million
ETFs: $103 Million
Technology: $19.5 Million
Communication Services: $9.87 Million
Financial Services: $6.97 Million
Consumer Cyclical: $5.13 Million
Consumer Defensive: $4.7 Million
Industrials: $4.65 Million
Utilities: $4.28 Million
Other: $5.55 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 130
  • Current Value $163 Million
  • Prior Value $154 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 22, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 18 stocks
  • Additional Purchases 54 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 51 stocks
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