Center For Asset Management LLC Reduced Holdings in Q4 2025

Center For Asset Management LLC

  • $189 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
-5.59K
- 36.6%
$496.82 - $542.07 $2.78M - $3.03M
9.68K $4.91M
NVDA
Nvidia Corp

Technology
-8.59K
- 28.58%
$179.83 - $207.04 $1.54M - $1.78M
21.5K $4M
AAPL
Apple Inc.

Technology
-4.6K
- 22.5%
$245.27 - $275.25 $1.13M - $1.27M
15.8K $4.24M
VST
Vistra Corp.

Utilities
-3.55K
- 47.28%
$171.56 - $210.85 $609K - $748K
3.96K $691K
GOOGL
Alphabet Inc.

Communication Services
-4.38K
- 31.58%
$236.57 - $291.31 $1.04M - $1.28M
9.5K $2.63M
META
Meta Platforms, Inc.

Communication Services
-411
- 10.41%
$609.01 - $751.67 $250K - $309K
3.54K $2.16M
MINT
Pimco ETF Tr Enhanced Sht Matu

ETFs
-6.67K
- 7.28%
$100.33 - $100.69 $669K - $671K
84.9K $8.54M
RE
Everest Re Group LTD

Financial Services
-1.46K
- 62.18%
N/A
890 $329K
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
-8.94K
- 8.53%
$51.77 - $52.69 $463K - $471K
95.8K $4.96M
AMZN
Amazon Com Inc

Consumer Cyclical
-2.65K
- 32.32%
$213.04 - $254.0 $565K - $673K
5.55K $1.3M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
-8.41K
- 11.23%
$53.68 - $54.54 $451K - $459K
66.4K $3.57M
T
At&T Inc.

Communication Services
-10.3K
- 14.08%
$24.44 - $27.55 $253K - $285K
63.1K $1.61M
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
-4.28K
- 16.04%
$102.37 - $105.36 $439K - $451K
22.4K $2.3M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-18.5K
- 6.86%
$23.04 - $23.36 $426K - $432K
251K $5.8M
XOM
Exxon Mobil Corp

Energy
-3.76K
- 63.34%
$110.64 - $119.78 $416K - $450K
2.18K $255K
SHYG
Ishares 0 5 Year High Yield CO

ETFs
-7.47K
- 10.45%
$42.66 - $43.29 $319K - $323K
64K $2.74M
MGK
Vanguard Mega Cap Growth ETF

ETFs
-1.12K
- 5.11%
$394.96 - $425.89 $441K - $475K
20.7K $8.47M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-2.65K
- 7.66%
$119.13 - $120.38 $315K - $319K
31.9K $3.81M
MO
Altria Group, Inc.

Consumer Defensive
-2.02K
- 8.66%
$56.38 - $66.65 $114K - $134K
21.3K $1.24M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-1K
- 18.05%
$176.58 - $207.02 $177K - $207K
4.55K $822K
PG
Procter & Gamble CO

Consumer Defensive
-999
- 7.4%
$145.5 - $153.18 $145K - $153K
12.5K $1.82M
VMBS
Vanguard Mortg Backed Sec ETF

ETFs
-5.04K
- 5.4%
$46.85 - $47.44 $236K - $239K
88.3K $4.15M
BLDR
Builders First Source, Inc.

Industrials
-1.16K
- 20.54%
$103.44 - $129.54 $119K - $150K
4.47K $462K
CMCSA
Comcast Corp

Communication Services
-3.63K
- 19.25%
$26.98 - $31.09 $97.9K - $113K
15.2K $414K
VZ
Verizon Communications Inc

Communication Services
-2.02K
- 6.98%
$38.4 - $43.83 $77.6K - $88.6K
26.9K $1.1M
MGV
Vanguard Mega Cap Value

ETFs
-1.27K
- 3.26%
$135.26 - $140.13 $172K - $178K
37.7K $5.23M
VBR
Vanguard Small Cap Value ETF

ETFs
-488
- 4.74%
$201.42 - $211.15 $98.3K - $103K
9.82K $2.02M
UAL
United Airlines Holdings, Inc.

Industrials
-1.2K
- 13.57%
$90.77 - $104.05 $109K - $125K
7.66K $727K
VICI
Vici Properties Inc.

Real Estate
-2.65K
- 13.21%
$29.52 - $32.91 $78.3K - $87.2K
17.4K $528K
WSM
Williams Sonoma Inc

Consumer Cyclical
-358
- 9.41%
$181.45 - $199.63 $65K - $71.5K
3.45K $627K
CFG
Citizens Financial Group Inc

Financial Services
-1.79K
- 12.04%
$48.39 - $54.0 $86.4K - $96.4K
13K $674K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-284
- 7.37%
$245.79 - $258.02 $69.8K - $73.3K
3.57K $877K
SYF
Synchrony Financial

Financial Services
-2.14K
- 8.67%
$68.02 - $75.49 $145K - $161K
22.5K $1.64M
COST
Costco Wholesale Corp

Consumer Defensive
-111
- 31.27%
$910.94 - $954.99 $101K - $106K
244 $222K
VOT
Vanguard Mid Cap Growth Index

ETFs
-84
- 1.47%
$279.76 - $298.12 $23.5K - $25K
5.63K $1.57M
VOE
Vanguard Mid Cap Value Index F

ETFs
-493
- 4.37%
$169.53 - $176.53 $83.6K - $87K
10.8K $1.88M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-1.06K
- 2.71%
$74.09 - $75.1 $78.3K - $79.4K
37.9K $2.81M
SPIB
Spdr Portfolio Intermediate Te

ETFs
-2.06K
- 3.9%
$33.69 - $34.08 $69.5K - $70.3K
50.8K $1.71M
OMC
Omnicom Group Inc.

Communication Services
-483
- 11.28%
$72.23 - $81.23 $34.9K - $39.2K
3.8K $274K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-670
- 6.0%
$92.34 - $95.43 $61.9K - $63.9K
10.5K $989K
PEG
Public Service Enterprise Group Inc

Utilities
-765
- 10.96%
$79.86 - $84.83 $61.1K - $64.9K
6.21K $514K
GIS
General Mills Inc

Consumer Defensive
-931
- 12.3%
$45.98 - $50.93 $42.8K - $47.4K
6.64K $314K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-860
- 8.37%
$78.97 - $83.03 $67.9K - $71.4K
9.42K $764K
TROW
Price T Rowe Group Inc

Financial Services
-564
- 12.05%
$101.07 - $106.13 $57K - $59.9K
4.12K $418K
CDNS
Cadence Design Systems Inc

Technology
-85
- 9.4%
$314.93 - $353.36 $26.8K - $30K
819 $257K
LEN
Lennar Corp

Consumer Cyclical
-346
- 9.95%
$117.91 - $130.07 $40.8K - $45K
3.13K $379K
VBK
Vanguard Small Cap Growth ETF

ETFs
-128
- 3.63%
$291.71 - $309.36 $37.3K - $39.6K
3.4K $992K
PFE
Pfizer Inc

Healthcare
-1.87K
- 10.39%
$24.23 - $27.37 $45.2K - $51K
16.1K $403K
KLAC
Kla Corp

Technology
-83
- 10.75%
$982.75 - $1235.28 $81.6K - $103K
689 $781K
Activity Summary
Buys All Purchases 63 New Holdings 24 Increased Positions 39 Sells All Sells 73 Reductions 73 Sold out 0 Options Calls 0 Puts 0
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