Center For Asset Management LLC Top Holdings and 13F Report (2025) About Center For Asset Management LLCInvestment ActivityCenter For Asset Management LLC has $163.54 million in total holdings as of March 31, 2025.Center For Asset Management LLC owns shares of 130 different stocks, but just 49 companies or ETFs make up 80% of its holdings.Approximately 18.08% of the portfolio was purchased this quarter.About 10.25% of the portfolio was sold this quarter.This quarter, Center For Asset Management LLC has purchased 118 new stocks and bought additional shares in 54 stocks.Center For Asset Management LLC sold shares of 51 stocks and completely divested from 6 stocks this quarter.Largest Holdings PIMCO Enhanced Short Maturity Exchange-Traded Fund $8,902,382Vanguard S&P 500 ETF $8,827,800Vanguard Total International Bond ETF $6,849,181Vanguard Mega Cap Growth ETF $6,755,584iShares U.S. Treasury Bond ETF $5,901,294 Largest New Holdings this Quarter 037833100 - Apple $4,638,659 Holding023135106 - Amazon.com $2,657,179 Holding35137L105 - FOX $840,612 Holding001055102 - Aflac $740,215 Holding174610105 - Citizens Financial Group $636,387 Holding Largest Purchases this Quarter Apple 20,883 shares (about $4.64M)Vanguard S&P 500 ETF 6,105 shares (about $3.14M)Amazon.com 13,966 shares (about $2.66M)Vanguard Total International Bond ETF 47,658 shares (about $2.33M)iShares Core MSCI EAFE ETF 18,880 shares (about $1.43M) Largest Sales this Quarter Vanguard Mega Cap Growth ETF 7,897 shares (about $2.44M)iShares U.S. Treasury Bond ETF 89,516 shares (about $2.06M)Vanguard Mega Cap Value ETF 15,236 shares (about $1.96M)iShares Broad USD Investment Grade Corporate Bond ETF 28,877 shares (about $1.48M)Vanguard Mortgage-Backed Securities ETF 30,231 shares (about $1.40M) Sector Allocation Over TimeMap of 500 Largest Holdings ofCenter For Asset Management LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMINTPIMCO Enhanced Short Maturity Exchange-Traded Fund$8,902,382$1,222,235 ▲15.9%88,4755.4%ETFVOOVanguard S&P 500 ETF$8,827,800$3,137,369 ▲55.1%17,1785.4%ETFBNDXVanguard Total International Bond ETF$6,849,181$2,326,656 ▲51.4%140,2954.2%ETFMGKVanguard Mega Cap Growth ETF$6,755,584$2,439,250 ▼-26.5%21,8714.1%ETFGOVTiShares U.S. Treasury Bond ETF$5,901,294$2,057,529 ▼-25.9%256,7453.6%ETFMSFTMicrosoft$5,848,759$113,371 ▼-1.9%15,5803.6%Computer and TechnologyMGVVanguard Mega Cap Value ETF$5,385,346$1,962,993 ▼-26.7%41,7993.3%ETFAAPLApple$4,638,659$4,638,659 ▲New Holding20,8832.8%Computer and TechnologyVMBSVanguard Mortgage-Backed Securities ETF$4,331,440$1,400,004 ▼-24.4%93,5312.6%ETFUSIGiShares Broad USD Investment Grade Corporate Bond ETF$4,077,170$1,475,043 ▼-26.6%79,8192.5%ManufacturingIEFAiShares Core MSCI EAFE ETF$4,022,963$1,428,262 ▲55.0%53,1792.5%ETFIEIiShares 3-7 Year Treasury Bond ETF$3,980,243$639,471 ▲19.1%33,6922.4%ETFIGIBiShares 5-10 Year Investment Grade Corporate Bond ETF$3,839,686$713,695 ▲22.8%73,1092.3%ManufacturingNVDANVIDIA$3,481,280$96,458 ▼-2.7%32,1212.1%Computer and TechnologySHYGiShares 0-5 Year High Yield Corporate Bond ETF$2,943,860$505,518 ▲20.7%69,2351.8%ETFBNDVanguard Total Bond Market ETF$2,698,086$944,631 ▲53.9%36,7341.6%ETFTLHiShares 10-20 Year Treasury Bond ETF$2,658,284$496,029 ▲22.9%25,6221.6%ETFAMZNAmazon.com$2,657,179$2,657,179 ▲New Holding13,9661.6%Retail/WholesaleMETAMeta Platforms$2,530,364$13,257 ▲0.5%4,3901.5%Computer and TechnologyPGProcter & Gamble$2,331,056$54,876 ▼-2.3%13,6781.4%Consumer StaplesAVGOBroadcom$2,033,030$2,177 ▼-0.1%12,1431.2%Computer and TechnologyVBRVanguard Small-Cap Value ETF$2,019,626$614,960 ▼-23.3%10,8411.2%ETFTAT&T$2,009,927$22,539 ▼-1.1%71,0721.2%Computer and TechnologyNEENextEra Energy$1,975,560$20,204 ▼-1.0%27,8681.2%UtilitiesGOOGLAlphabet$1,940,193$100,667 ▼-4.9%12,5471.2%Computer and TechnologyIEMGiShares Core MSCI Emerging Markets ETF$1,850,498$682,171 ▲58.4%34,2881.1%ETFVOEVanguard Mid-Cap Value ETF$1,843,618$557,548 ▼-23.2%11,4841.1%ETFSPIBSPDR Portfolio Intermediate Term Corporate Bond ETF$1,737,214$625,374 ▼-26.5%52,2631.1%ETFVCITVanguard Intermediate-Term Corporate Bond ETF$1,728,441$662,596 ▲62.2%21,1401.1%ETFVOTVanguard Mid-Cap Growth ETF$1,635,853$586,382 ▼-26.4%6,6871.0%ETFMMCMarsh & McLennan Companies$1,314,711$44,418 ▼-3.3%5,3870.8%FinanceMOAltria Group$1,303,171$1,681 ▲0.1%21,7120.8%Consumer StaplesVXFVanguard Extended Market ETF$1,300,924$523,849 ▲67.4%7,5520.8%ETFVZVerizon Communications$1,256,912$4,717 ▲0.4%27,7100.8%Computer and TechnologySPTISPDR Portfolio Intermediate Term Treasury ETF$1,217,244$511,665 ▲72.5%42,5910.7%ETFUSMViShares MSCI USA Min Vol Factor ETF$1,197,920$420,068 ▼-26.0%12,7900.7%ETFLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$1,148,425$416,394 ▼-26.6%10,5660.7%FinanceJPMJPMorgan Chase & Co.$1,060,951$3,434 ▼-0.3%4,3250.6%FinanceSPBOSPDR Portfolio Corporate Bond ETF$1,049,635$482,710 ▲85.1%36,1570.6%ETFMTUMiShares MSCI USA Momentum Factor ETF$1,007,711$363,463 ▼-26.5%4,9850.6%ETFVSTVistra$1,003,468$22,312 ▲2.3%8,5450.6%UtilitiesSYFSynchrony Financial$999,560$391,385 ▲64.4%18,8810.6%FinanceSPMBSPDR Portfolio Mortgage Backed Bond ETF$939,589$363,426 ▲63.1%42,6120.6%ETFVBKVanguard Small-Cap Growth ETF$908,954$279,233 ▼-23.5%3,6100.6%ETFFOXAFOX$840,612$840,612 ▲New Holding14,8520.5%Consumer DiscretionaryEGEverest Group$823,340$31,974 ▼-3.7%2,2660.5%FinanceBSVVanguard Short-Term Bond ETF$812,703$23,641 ▲3.0%10,3820.5%ETFSPYSPDR S&P 500 ETF Trust$757,902$19,577 ▲2.7%1,3550.5%FinanceVEAVanguard FTSE Developed Markets ETF$751,217$144,408 ▲23.8%14,7790.5%ETFBLDRBuilders FirstSource$740,769$17,866 ▲2.5%5,9290.5%Retail/WholesaleAFLAflac$740,215$740,215 ▲New Holding6,6570.5%FinanceFDXFedEx$711,965$5,362 ▼-0.7%2,9210.4%TransportationVTIPVanguard Short-Term Inflation-Protected Securities ETF$708,714$255,732 ▼-26.5%14,2030.4%ManufacturingCMCSAComcast$703,765$35,203 ▼-4.8%19,0720.4%Consumer DiscretionarySPTLSPDR Portfolio Long Term Treasury ETF$639,067$184,308 ▼-22.4%23,4430.4%ETFCFGCitizens Financial Group$636,387$636,387 ▲New Holding15,5330.4%FinanceVICIVICI Properties$631,947$4,143 ▲0.7%19,3730.4%FinanceWSMWilliams-Sonoma$631,652$16,602 ▲2.7%3,9950.4%Retail/WholesaleVOVanguard Mid-Cap ETF$614,492$256,556 ▲71.7%2,3760.4%ETFTSLATesla$613,691$34,468 ▲6.0%2,3680.4%Auto/Tires/TrucksVBVanguard Small-Cap ETF$612,481$166,093 ▲37.2%2,7620.4%ETFKLACKLA$589,675$21,764 ▼-3.6%8670.4%Computer and TechnologySCHPSchwab U.S. TIPS ETF$588,596$221,547 ▲60.4%21,8890.4%ETFPEGPublic Service Enterprise Group$561,296$1,811 ▼-0.3%6,8200.3%UtilitiesRTXRTX$553,2850.0%4,1770.3%AerospaceQCOMQUALCOMM$537,731$5,529 ▼-1.0%3,5010.3%Computer and TechnologyLLYEli Lilly and Company$536,675$826 ▲0.2%6500.3%MedicalMAMastercard$526,195$43,850 ▼-7.7%9600.3%Business ServicesUTHRUnited Therapeutics$503,713$16,030 ▼-3.1%1,6340.3%MedicalAMGNAmgen$503,599$503,599 ▲New Holding1,6160.3%MedicalGEGE Aerospace$499,047$12,811 ▼-2.5%2,4930.3%IndustrialsCATCaterpillar$493,952$330 ▲0.1%1,4980.3%IndustrialsVUGVanguard Growth ETF$492,078$89,738 ▼-15.4%1,3270.3%ETFEDConsolidated Edison$489,779$10,395 ▼-2.1%4,4290.3%UtilitiesXOMExxon Mobil$489,580$6,897 ▼-1.4%4,1170.3%EnergyNOCNorthrop Grumman$460,8090.0%9000.3%AerospacePFEPfizer$459,756$428,486 ▼-48.2%18,1430.3%MedicalGISGeneral Mills$452,025$8,610 ▲1.9%7,5600.3%Consumer StaplesEWCiShares MSCI Canada ETF$443,867$166,511 ▲60.0%10,8920.3%ETFVTVVanguard Value ETF$437,032$44,394 ▼-9.2%2,5300.3%ETFTROWT. Rowe Price Group$435,366$3,215 ▼-0.7%4,7390.3%FinanceOHIOmega Healthcare Investors$433,092$3,846 ▼-0.9%11,3730.3%FinanceEMBiShares J.P. Morgan USD Emerging Markets Bond ETF$420,166$160,167 ▲61.6%4,6380.3%ETFABBVAbbVie$414,640$13,828 ▲3.5%1,9790.3%MedicalSPHYSPDR Portfolio High Yield Bond ETF$411,620$157,027 ▲61.7%17,5760.3%ETFIVViShares Core S&P 500 ETF$406,667$1,685 ▲0.4%7240.2%ETFIJHiShares Core S&P Mid-Cap ETF$392,9870.0%6,7350.2%ETFLENLennar$392,677$8,150 ▲2.1%3,4210.2%ConstructionEXPDExpeditors International of Washington$390,868$9,381 ▼-2.3%3,2500.2%TransportationSTLDSteel Dynamics$387,400$19,389 ▼-4.8%3,0970.2%Basic MaterialsCOSTCostco Wholesale$374,529$28,373 ▲8.2%3960.2%Retail/WholesaleBLVVanguard Long-Term Bond ETF$363,438$25,562 ▲7.6%5,1610.2%ETFCARRCarrier Global$363,0920.0%5,7270.2%Computer and TechnologyOMCOmnicom Group$361,047$13,928 ▼-3.7%4,3550.2%Business ServicesBIVVanguard Intermediate-Term Bond ETF$355,285$15,927 ▲4.7%4,6400.2%ETFIVWiShares S&P 500 Growth ETF$345,9660.0%3,7270.2%ETFVSSVanguard FTSE All-World ex-US Small-Cap ETF$322,755$109,820 ▲51.6%2,7920.2%ETFGLWCorning$318,9490.0%6,9670.2%Computer and TechnologyFANGDiamondback Energy$316,367$480 ▲0.2%1,9790.2%EnergyIVEiShares S&P 500 Value ETF$312,269$381 ▲0.1%1,6390.2%ETFShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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