Select Asset Management & Trust Portfolio Holdings

Select Asset Management & Trust has filed its 13F form on February 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $258 Million distributed in 86 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 $64.5M, Spdr Dow Jones Industrial Average ETF Trust with a value of $25.1M, Vanguard Dividend Appreciation with a value of $23.6M, Ishares S&P 100 ETF with a value of $20.2M, and Vanguard Whitehall Fds (Vangua with a value of $17.2M.

Examining the 13F form we can see an decrease of $13.5M in the current position value, from $272M to 258M.

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.