Center For Asset Management LLC Portfolio Holdings
Center For Asset Management LLC
- $168 Million
- Q2 2024
Center For Asset Management LLC has filed its 13F form on July 29, 2024 for Q2 2024 where it was disclosed a total value porftolio of $168 Million distributed in 121 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Broadcom Inc. with a value of $18.8M, Vanguard Mega Cap Growth ETF with a value of $9.05M, Pimco ETF Tr Enhanced Sht Matu with a value of $8.64M, Ishares U.S. Treasury Bond ETF with a value of $7.47M, and Microsoft Corp with a value of $6.59M.
Examining the 13F form we can see an increase of $46.5M in the current position value, from $122M to 168M.
Below you can find more details about Center For Asset Management LLC portfolio as well as his latest detailed transactions.
Portfolio value
$168 Million
ETFs: $93.9 Million
Technology: $38.3 Million
Communication Services: $6.17 Million
Healthcare: $5.81 Million
Financial Services: $4.64 Million
Consumer Cyclical: $4.47 Million
Industrials: $4.46 Million
Consumer Defensive: $4.12 Million
Other: $6.68 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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