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CIK: 0001844878
Total reported value
$222.2M
$222.2M
118 檔
17.8%
At the close of Q4 2024, Center For Asset Management LLC disclosed equity holdings valued at approximately $222.2M, spread across 118 reported holdings.
Center For Asset Management LLC executed strategic sector rebalancing during Q4 2024, establishing 11 new positions while fully exiting 14 holdings and trimming 41 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 6.62% | +0.05% | -0.28% | |
| 2 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 5.15% | -0.13% | +2.19% | |
| 3 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 4.96% | +1.10% | -13.84% | |
| 4 | MGV | Vanguard Mega Cap Value ETF | ETF-Other | 4.61% | -0.17% | +2.60% | |
| 5 | MSFT | Microsoft CORP | Stock-Tech | 4.33% | +1.03% | +5.68% | |
| 6 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 3.86% | -3.64% | +10.39% | |
| 7 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 3.63% | -0.12% | -5.57% | |
| 8 | USIG | Ishares Broad Usd Investment | ETF-Other | 3.54% | +0.03% | +26.14% | |
| 9 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 2.94% | -1.82% | -3.06% | |
| 10 | NVDA | Nvidia CORP | Stock-Tech | 2.87% | +0.43% | +26.77% | |
| 11 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 2.12% | +0.42% | -13.41% | |
| 12 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 1.98% | +0.34% | -13.44% | |
| 13 | AVGO | Broadcom Inc | Stock-Tech | 1.82% | +0.04% | +0.96% | |
| 14 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 1.81% | -0.16% | +5.58% | |
| 15 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.66% | +0.12% | +12.32% | |
| 16 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.62% | +0.08% | -0.86% | |
| 17 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-Corp Bonds | 1.58% | +0.30% | -13.88% | |
| 18 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 1.57% | -0.10% | +7.12% | |
| 19 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 1.56% | -1.66% | +10.17% | |
| 20 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.52% | -0.03% | +0.28% | |
| 21 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 1.51% | -0.06% | +27.17% | |
| 22 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 1.49% | -0.05% | +5.07% | |
| 23 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 1.34% | +0.27% | -12.37% | |
| 24 | NEE | Nextera Energy Inc | Stock-Utilities | 1.31% | +0.20% | -4.13% | |
| 25 | BND | Vanguard Total Bond Market | ETF-Other | 1.11% | -0.85% | -4.58% | |
| 26 | T | At&t Inc | Stock-Comm Services | 1.06% | -0.30% | — | |
| 27 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 1.00% | — | -49.01% | |
| 28 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.99% | -0.09% | -7.13% | |
| 29 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 0.91% | -0.18% | +4.10% | |
| 30 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.86% | -0.09% | +8.48% | |
| 31 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 0.77% | — | +1.33% | |
| 32 | VST | Vistra CORP | Stock-Utilities | 0.75% | — | +0.57% | |
| 33 | MO | Altria Group Inc | Stock-Consumer Staples | 0.73% | -0.13% | +0.55% | |
| 34 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.73% | -0.91% | +16.62% | |
| 35 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.71% | -0.01% | +1.69% | |
| 36 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 0.68% | -0.50% | -2.98% | |
| 37 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.67% | +0.22% | +0.21% | |
| 38 | VTIP | Vanguard Short-term Tips | ETF-Other | 0.61% | -0.01% | -4.47% | |
| 39 | PFE | Pfizer Inc | Stock-Healthcare | 0.60% | — | +3.68% | |
| 40 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.58% | -0.13% | -5.50% | |
| 41 | VXF | Vanguard Extended Market ETF | ETF-Other | 0.55% | -0.55% | +5.89% | |
| 42 | EG | Everest Group, Ltd. | Stock-Financials | 0.55% | -0.01% | +0.94% | |
| 43 | FDX | Fedex CORP | Stock-Industrials | 0.54% | — | -0.07% | |
| 44 | BLDR | Builders Firstsource Inc | Stock-Industrials | 0.54% | — | -0.21% | |
| 45 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-Other | 0.51% | -0.01% | +66.28% | |
| 46 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.50% | -0.01% | -1.08% | |
| 47 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.50% | +0.02% | +5.68% | |
| 48 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.49% | -0.01% | +2.11% | |
| 49 | SYF | Synchrony Financial | Stock-Financials | 0.48% | -0.15% | -0.23% | |
| 50 | WSM | Williams-sonoma Inc | Stock-Consumer Disc | 0.47% | -0.02% | -1.72% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | T | At&t Inc | +1.1% | NEW | New buy |
| 2 | NVDA | Nvidia CORP | +1% | +26.77% | Add |
| 3 | MGK | Vanguard Mega Cap Growth ETF | +0.9% | -0.28% | Trim |
| 4 | USIG | Ishares Broad Usd Investment | +0.8% | +26.14% | Add |
| 5 | VOO | Vanguard S&p 500 ETF | +0.7% | +10.39% | Add |
| 6 | AVGO | Broadcom Inc | +0.6% | +0.96% | Add |
| 7 | MSFT | Microsoft CORP | +0.5% | +5.68% | Add |
| 8 | GOVT | Ishares US Treasury Bond ETF | +0.4% | +2.19% | Add |
| 9 | SPIB | Ss Spdr P Int C CORP ETF | +0.4% | +27.17% | Add |
| 10 | MGV | Vanguard Mega Cap Value ETF | +0.4% | +2.60% | Add |
| 11 | META | Meta Platforms Inc-class A | +0.3% | +12.32% | Add |
| 12 | GOOGL | Alphabet Inc-cl A | +0.3% | -0.86% | Trim |
| 13 | VOT | Vanguard Mid-cap Growth ETF | +0.2% | +5.07% | Add |
| 14 | CRM | Salesforce Inc | +0.2% | NEW | New buy |
| 15 | TSLA | Tesla Inc | +0.2% | -5.50% | Trim |
| 16 | VBR | Vanguard Small-cap Value ETF | +0.2% | +5.58% | Add |
| 17 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | +0.2% | +66.28% | Add |
| 18 | CMG | Chipotle Mexican Grill Inc | +0.2% | NEW | New buy |
| 19 | CPRT | Copart Inc | +0.2% | NEW | New buy |
| 20 | INTU | Intuit Inc | +0.2% | NEW | New buy |
| 21 | VBK | Vanguard Small-cap Grwth ETF | +0.2% | +8.48% | Add |
| 22 | VOE | Vanguard Mid-cap Value ETF | +0.2% | +7.12% | Add |
| 23 | CG | Carlyle Group Inc/the | +0.2% | NEW | New buy |
| 24 | VST | Vistra CORP | +0.2% | +0.57% | Add |
| 25 | LYV | Live Nation Entertainment In | +0.2% | NEW | New buy |
| 26 | TRU | Transunion | +0.1% | NEW | New buy |
| 27 | LRCX | Lam Research CORP | +0.1% | NEW | New buy |
| 28 | VSS | Vanguard Ftse All Wo X-us Sc | +0.1% | NEW | New buy |
| 29 | ORLY | O'reilly Automotive Inc | +0.1% | NEW | New buy |
| 30 | SYF | Synchrony Financial | +0.1% | -0.23% | Trim |
| 31 | MA | Mastercard Inc - A | +0.1% | +36.13% | Add |
| 32 | JPM | Jpmorgan Chase & Co | +0.1% | +0.21% | Add |
| 33 | MTUM | Ishares Msci USA Momentum Fa | +0.1% | +4.10% | Add |
| 34 | IEFA | Ishares Core Msci Eafe ETF | +0.1% | +10.17% | Add |
| 35 | WSM | Williams-sonoma Inc | +0.1% | -1.72% | Trim |
| 36 | VXF | Vanguard Extended Market ETF | +0.1% | +5.89% | Add |
| 37 | IEMG | Ishares Core Msci Emerging | +0.1% | +16.62% | Add |
| 38 | COST | Costco Wholesale CORP | +0.1% | +36.06% | Add |
| 39 | PG | Procter & Gamble Co/the | +0.1% | +0.28% | Add |
| 40 | BNDX | Vanguard Total Intl Bond ETF | +0.1% | -3.06% | Trim |
| 41 | JNK | Ss Spdr Bb High Yield Bond | +0.1% | +40.20% | Add |
| 42 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.1% | +5.68% | Add |
| 43 | MO | Altria Group Inc | +0.1% | +0.55% | Add |
| 44 | NOW | Servicenow Inc | +0.1% | +10.36% | Add |
| 45 | FDX | Fedex CORP | +0.1% | -0.07% | Trim |
| 46 | UNH | Unitedhealth Group Inc | +0.1% | +46.04% | Add |
| 47 | VO | Vanguard Mid-cap ETF | +0.1% | +12.98% | Add |
| 48 | VUG | Vanguard Growth ETF | +0.1% | -3.33% | Trim |
| 49 | SPTI | Ss Spdr P Int Term Tsy ETF | +0.1% | +6.64% | Add |
| 50 | MRSH | Marsh & Mclennan Cos | 0% | +1.33% | Add |
According to official SEC Form 13F filings, Center For Asset Management LLC reported a total U.S. public equity portfolio value of $222.2M across 118 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including MGK, GOVT, MINT) accounted for 17.8% of total reported equity market value during Q4 2024.
Top New Position Initiated
T
市值: $1.6M
Top Position Liquidated / Trimmed
AAPL
前期市值: $5.9M
During Q4 2024, Center For Asset Management LLC's top holdings by market value included MGK (6.6%)、GOVT (5.2%)、MINT (5.0%). The largest single position, MGK, represented 6.6% of total portfolio value.
In Q4 2024, Center For Asset Management LLC made 127 total portfolio adjustments, initiating 11 new buys, adding to 61 positions, trimming 41 holdings, and fully liquidating 14 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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