Bts Asset Management, Inc. Portfolio Holdings

Bts Asset Management, Inc.

  • $88.4 Million
  • Q1 2025

Bts Asset Management, Inc. has filed its 13F form on April 16, 2025 for Q1 2025 where it was disclosed a total value porftolio of $88.4 Million distributed in 35 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Xtrackers Usd High Yield Corp with a value of $38.4M, Spdr Bloomberg High Yield Bond with a value of $15.6M, Ishares Barclays with a value of $15.2M, Ishares Tr Broad Usd High Yiel with a value of $7.91M, and Ishares Treasury Floating Rate with a value of $925K.

Examining the 13F form we can see an decrease of $11.8M in the current position value, from $100M to 88.4M.

Below you can find more details about Bts Asset Management, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $88.4 Million
ETFs: $84.4 Million
Financial Services: $1.12 Million
Consumer Defensive: $892,000
Communication Services: $832,000
Energy: $508,000
Industrials: $436,000
Technology: $224,000

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 35
  • Current Value $88.4 Million
  • Prior Value $100 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 16, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 18 stocks
  • Additional Purchases 4 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 13 stocks
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