Cassia Capital Partners, LLC has filed its 13F form on January 27, 2025 for Q4 2024 where it was disclosed a total value porftolio of $157 Million distributed in 61 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Wisdomtree Floating Rate Treas with a value of $21.3M, Ishares Msci Usa Min Vol Facto with a value of $20M, J P Morgan Exchange Traded Fd with a value of $11M, Ishares Core S&P 500 ETF with a value of $10.5M, and Spdr Gold Trust with a value of $9.48M.
Examining the 13F form we can see an increase of $5.38M in the current position value, from $151M to 157M.
Cassia Capital Partners, LLC is based out at Winston Salem, NC
Below you can find more details about Cassia Capital Partners, LLC portfolio as well as his latest detailed transactions.
