Select Asset Management & Trust Portfolio Holdings

Select Asset Management & Trust has filed its 13F form on May 12, 2025 for Q1 2025 where it was disclosed a total value porftolio of $250 Million distributed in 84 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $65.8M, Spdr Dow Jones Industrial Average ETF Trust with a value of $25.4M, Vanguard Dividend Appreciation with a value of $23.7M, Vanguard Whitehall Fds (Vangua with a value of $18.1M, and Ishares Tr Msci Eafe ETF with a value of $13.7M.

Examining the 13F form we can see an decrease of $8.5M in the current position value, from $258M to 250M.

Select Asset Management & Trust is based out at Mechanicsburg, PA

Below you can find more details about Select Asset Management & Trust portfolio as well as his latest detailed transactions.