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CIK: 0001844878
Total reported value
$225.3M
$225.3M
130 檔
16.5%
During the Q1 2025 filing period, Center For Asset Management LLC (CIK: 0001844878) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $225.3M across 130 reported positions.
In Q1 2025, Center For Asset Management LLC displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 5.44% | -0.27% | +15.91% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 5.40% | +0.46% | +55.13% | |
| 3 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 4.19% | -0.23% | +51.45% | |
| 4 | MGK | Vanguard Mega Cap Growth ETF | ETF-Other | 4.13% | +0.22% | -26.53% | |
| 5 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 3.61% | -0.22% | -25.85% | |
| 6 | MSFT | Microsoft CORP | Stock-Tech | 3.58% | -0.23% | -1.90% | |
| 7 | MGV | Vanguard Mega Cap Value ETF | ETF-Other | 3.29% | +0.07% | -26.71% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 2.84% | +0.04% | — | |
| 9 | VMBS | Vanguard Mortgage-backed Sec | ETF-Other | 2.65% | -0.17% | -24.43% | |
| 10 | USIG | Ishares Broad Usd Investment | ETF-Other | 2.49% | -0.26% | -26.57% | |
| 11 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 2.46% | +0.01% | +55.05% | |
| 12 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 2.43% | +0.03% | +19.14% | |
| 13 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 2.35% | -0.18% | +22.83% | |
| 14 | NVDA | Nvidia CORP | Stock-Tech | 2.13% | +0.07% | -2.70% | |
| 15 | SHYG | Ishares 0-5 Yr Hy CORP Bond | ETF-Corp Bonds | 1.80% | -0.11% | +20.73% | |
| 16 | BND | Vanguard Total Bond Market | ETF-Other | 1.65% | -0.07% | +53.87% | |
| 17 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 1.63% | -0.05% | +22.94% | |
| 18 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.62% | +0.03% | — | |
| 19 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.55% | -0.16% | +0.53% | |
| 20 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.43% | -0.06% | -2.30% | |
| 21 | AVGO | Broadcom Inc | Stock-Tech | 1.24% | — | -0.11% | |
| 22 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 1.23% | +0.02% | -23.34% | |
| 23 | T | At&t Inc | Stock-Comm Services | 1.23% | -0.32% | -1.11% | |
| 24 | NEE | Nextera Energy Inc | Stock-Utilities | 1.21% | -0.10% | -1.01% | |
| 25 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.19% | +0.20% | -4.93% | |
| 26 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 1.13% | +0.14% | +58.39% | |
| 27 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 1.13% | -0.01% | -23.22% | |
| 28 | SPIB | Ss Spdr P Int C CORP ETF | ETF-Other | 1.06% | -0.07% | -26.47% | |
| 29 | VCIT | Vanguard Int-term Corporate | ETF-Corp Bonds | 1.06% | -0.05% | +62.17% | |
| 30 | VOT | Vanguard Mid-cap Growth ETF | ETF-Other | 1.00% | +0.04% | -26.39% | |
| 31 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 0.80% | -0.39% | EXIT | |
| 32 | MO | Altria Group Inc | Stock-Consumer Staples | 0.80% | -0.02% | +0.13% | |
| 33 | VXF | Vanguard Extended Market ETF | ETF-Other | 0.80% | +0.10% | +67.41% | |
| 34 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.77% | -0.15% | +0.38% | |
| 35 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 0.74% | -0.02% | +72.52% | |
| 36 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.73% | -0.04% | -25.96% | |
| 37 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 0.70% | — | -26.61% | |
| 38 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.65% | -0.10% | -0.32% | |
| 39 | SPBO | Ss Spdr P CORP Bond ETF | ETF-Corp Bonds | 0.64% | -0.06% | +85.15% | |
| 40 | MTUM | Ishares Msci USA Momentum Fa | ETF-Other | 0.62% | +0.07% | -26.51% | |
| 41 | VST | Vistra CORP | Stock-Utilities | 0.61% | — | +2.27% | |
| 42 | SYF | Synchrony Financial | Stock-Financials | 0.61% | +0.03% | +64.35% | |
| 43 | SPMB | Ss Spdr P Mort Back Bond ETF | ETF-Other | 0.57% | -0.04% | +63.08% | |
| 44 | VBK | Vanguard Small-cap Grwth ETF | ETF-Other | 0.56% | +0.05% | -23.50% | |
| 45 | FOXA | Fox CORP - Class A | Stock-Comm Services | 0.51% | -0.27% | — | |
| 46 | EG | Everest Group, Ltd. | Stock-Financials | 0.50% | -0.01% | -3.74% | |
| 47 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.50% | -0.05% | +3.00% | |
| 48 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.46% | +0.06% | +2.65% | |
| 49 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.46% | -0.01% | +23.80% | |
| 50 | BLDR | Builders Firstsource Inc | Stock-Industrials | 0.45% | — | +2.47% |
According to official SEC Form 13F filings, Center For Asset Management LLC reported a total U.S. public equity portfolio value of $225.3M across 130 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In terms of portfolio concentration, the top 5 core holdings (including MINT, VOO, BNDX) accounted for 16.5% of total reported equity market value during Q1 2025.
Top New Position Initiated
MINT
市值: $8.9M
During Q1 2025, Center For Asset Management LLC's top holdings by market value included MINT (5.4%)、VOO (5.4%)、BNDX (4.2%). The largest single position, MINT, represented 5.4% of total portfolio value.
In Q1 2025, Center For Asset Management LLC made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 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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