Center-For-Asset-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  "TROW",
  null,
  null,
  "ABBV",
  "GOOGL",
  "AXP",
  "T",
  "CAT",
  "AVGO",
  "EXPD",
  "GIS",
  "INTU",
  null,
  "QCOM",
  "LEN",
  "AMAT",
  null,
  "META",
  "IVW",
  "IJH",
  null,
  "LRCX",
  "MMC",
  "MA",
  "MSFT",
  "GE",
  "OMC",
  "ORLY",
  null,
  "KLAC",
  "NOC",
  "PAYX",
  "IEMG",
  "IVV",
  null,
  null,
  null,
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  "PFE",
  "PG",
  "VZ",
  "AMGN",
  "IEFA",
  "NOW",
  "SRE",
  "RTX",
  null,
  null,
  null,
  null,
  null,
  null,
  "IBM",
  "STLD",
  "TSN",
  "UBER",
  "UTHR",
  "BIV",
  "VO",
  "VXF",
  "VOE",
  "VWO",
  "VSS",
  null,
  "VCIT",
  "OHI",
  "AFL",
  "IDXX",
  "PEG",
  "AMZN",
  null,
  null,
  "IVE",
  null,
  "VUG",
  "VEA",
  "BLV",
  "MGK",
  "VBK",
  "BNDX",
  "MGV",
  "BND",
  "VBR",
  "VOT",
  "BSV",
  "VB",
  "VOO",
  "VTV",
  "VST",
  "VICI",
  "WSM",
  null,
  "FOXA",
  "CRM",
  "LYV",
  null,
  "MTUM",
  "SYF",
  "EG",
  "FDX",
  "BLDR",
  "CDNS",
  "CG",
  "CARR",
  "CMG",
  "CFG",
  "CMCSA",
  "CTSH",
  "CPRT",
  "ED",
  "COST",
  "GLW",
  "CVS",
  "FANG",
  "USMV",
  "NEE",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  null,
  null,
  "MO",
  "XLK",
  "URI",
  "JPM",
  "QUAL"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-22
Total Holdings: 130
Total Value: 163542572
Accession Number: 0001214659-25-006201
Form Type: 13F-HR
CIK: center-for-asset-management
Manager Name: Center-For-Asset-Management

Data Enrichment

82% identified

107 identified23 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

130 positions • $163.5M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 2 of 7

Sort by:

Broadcom Inc.

AVGO|11135F101

Shares:12.1K

Value:$2.0M

% of Portfolio:1.2% ($2.0M/$163.5M)

922908611

VBR|922908611

Shares:10.8K

Value:$2.0M

% of Portfolio:1.2% ($2.0M/$163.5M)

AT&T INC.

T|00206R102

Shares:71.1K

Value:$2.0M

% of Portfolio:1.2% ($2.0M/$163.5M)

NEXTERA ENERGY INC

NEE|65339F101

Shares:27.9K

Value:$2.0M

% of Portfolio:1.2% ($2.0M/$163.5M)

Alphabet Inc.

GOOGL|02079K305

Shares:12.5K

Value:$1.9M

% of Portfolio:1.2% ($1.9M/$163.5M)

46434G103

IEMG|46434G103

Shares:34.3K

Value:$1.9M

% of Portfolio:1.1% ($1.9M/$163.5M)

922908512

VOE|922908512

Shares:11.5K

Value:$1.8M

% of Portfolio:1.1% ($1.8M/$163.5M)

78464A375

Shares:52.3K

Value:$1.7M

% of Portfolio:1.1% ($1.7M/$163.5M)

92206C870

VCIT|92206C870

Shares:21.1K

Value:$1.7M

% of Portfolio:1.1% ($1.7M/$163.5M)

922908538

VOT|922908538

Shares:6.7K

Value:$1.6M

% of Portfolio:1.0% ($1.6M/$163.5M)

MARSH & MCLENNAN COMPANIES, INC.

MMC|571748102

Shares:5.4K

Value:$1.3M

% of Portfolio:0.8% ($1.3M/$163.5M)

ALTRIA GROUP, INC.

MO|02209S103

Shares:21.7K

Value:$1.3M

% of Portfolio:0.8% ($1.3M/$163.5M)

922908652

VXF|922908652

Shares:7.6K

Value:$1.3M

% of Portfolio:0.8% ($1.3M/$163.5M)

VERIZON COMMUNICATIONS INC

VZ|92343V104

Shares:27.7K

Value:$1.3M

% of Portfolio:0.8% ($1.3M/$163.5M)

78464A672

Shares:42.6K

Value:$1.2M

% of Portfolio:0.7% ($1.2M/$163.5M)

46429B697

USMV|46429B697

Shares:12.8K

Value:$1.2M

% of Portfolio:0.7% ($1.2M/$163.5M)

464287242

Shares:10.6K

Value:$1.1M

% of Portfolio:0.7% ($1.1M/$163.5M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:4.3K

Value:$1.1M

% of Portfolio:0.6% ($1.1M/$163.5M)

78464A144

Shares:36.2K

Value:$1.0M

% of Portfolio:0.6% ($1.0M/$163.5M)

46432F396

MTUM|46432F396

Shares:5.0K

Value:$1.0M

% of Portfolio:0.6% ($1.0M/$163.5M)

Instrument	Shares		Other Manager	Value	% of Portfolio
Broadcom Inc.(AVGOcusip11135F101)	12.1K	QoQ -0.10% (-13) YoY +959.59% (+11.0K)	All Managers (Combined)	$2.0M	1.2% ($2.0M/$163.5M)	QoQ -27.86% (-$785.2K) YoY +33.89% (+$514.7K)
(VBRcusip922908611)	10.8K	QoQ -23.34% (-3.3K) YoY -14.73% (-1.9K)	All Managers (Combined)	$2.0M	1.2% ($2.0M/$163.5M)	QoQ -27.94% (-$783.1K) YoY -17.21% (-$419.9K)
AT&T INC.(Tcusip00206R102)	71.1K	QoQ -1.10% (-797) YoY NEW(+71.1K)	All Managers (Combined)	$2.0M	1.2% ($2.0M/$163.5M)	QoQ +22.82% (-$373.5K) YoY NEW(+$2.0M)
NEXTERA ENERGY INC(NEEcusip65339F101)	27.9K	QoQ -1.01% (-285) YoY -14.50% (-4.7K)	All Managers (Combined)	$2.0M	1.2% ($2.0M/$163.5M)	QoQ -2.11% (-$42.7K) YoY -5.16% (-$107.7K)
Alphabet Inc.(GOOGLcusip02079K305)	12.5K	QoQ -4.93% (-651) YoY +3.63% (+440)	All Managers (Combined)	$1.9M	1.2% ($1.9M/$163.5M)	QoQ -22.34% (-$558.2K) YoY +6.17% (+$112.9K)
(IEMGcusip46434G103)	34.3K	QoQ +58.38% (+12.6K) YoY NEW(+34.3K)	All Managers (Combined)	$1.9M	1.1% ($1.9M/$163.5M)	QoQ +63.69% (+$720.1K) YoY NEW(+$1.9M)
(VOEcusip922908512)	11.5K	QoQ -23.21% (-3.5K) YoY -13.56% (-1.8K)	All Managers (Combined)	$1.8M	1.1% ($1.8M/$163.5M)	QoQ -23.80% (-$575.9K) YoY -10.99% (-$227.8K)
(cusip78464A375)✕	52.3K	QoQ -26.46% (-18.8K) YoY +10.81% (+5.1K)	All Managers (Combined)	$1.7M	1.1% ($1.7M/$163.5M)	QoQ -25.39% (-$591.3K) YoY +12.67% (+$195.5K)
(VCITcusip92206C870)	21.1K	QoQ +62.16% (+8.1K) YoY NEW(+21.1K)	All Managers (Combined)	$1.7M	1.1% ($1.7M/$163.5M)	QoQ +65.17% (+$682.0K) YoY NEW(+$1.7M)
(VOTcusip922908538)	6.7K	QoQ -26.38% (-2.4K) YoY -15.54% (-1.2K)	All Managers (Combined)	$1.6M	1.0% ($1.6M/$163.5M)	QoQ -29.03% (-$669.2K) YoY -12.37% (-$231.0K)
MARSH & MCLENNAN COMPANIES, INC.(MMCcusip571748102)	5.4K	QoQ -3.26% (-182) YoY +0.82% (+44)	All Managers (Combined)	$1.3M	0.8% ($1.3M/$163.5M)	QoQ +11.14% (-$131.8K) YoY +19.46% (+$214.2K)
ALTRIA GROUP, INC.(MOcusip02209S103)	21.7K	QoQ +0.12% (+28) YoY +6.93% (+1.4K)	All Managers (Combined)	$1.3M	0.8% ($1.3M/$163.5M)	QoQ +14.93% (+$169.3K) YoY +47.14% (+$417.6K)
(VXFcusip922908652)	7.6K	QoQ +67.41% (+3.0K) YoY NEW(+7.6K)	All Managers (Combined)	$1.3M	0.8% ($1.3M/$163.5M)	QoQ +51.79% (+$443.9K) YoY NEW(+$1.3M)
VERIZON COMMUNICATIONS INC(VZcusip92343V104)	27.7K	QoQ +0.37% (+104) YoY +62.88% (+10.7K)	All Managers (Combined)	$1.3M	0.8% ($1.3M/$163.5M)	QoQ +13.85% (+$153.0K) YoY +76.08% (+$543.1K)
(cusip78464A672)✕	42.6K	QoQ +72.51% (+17.9K) YoY NEW(+42.6K)	All Managers (Combined)	$1.2M	0.7% ($1.2M/$163.5M)	QoQ +76.84% (+$528.9K) YoY NEW(+$1.2M)
(USMVcusip46429B697)	12.8K	QoQ -25.96% (-4.5K) YoY -22.66% (-3.7K)	All Managers (Combined)	$1.2M	0.7% ($1.2M/$163.5M)	QoQ -21.89% (-$335.9K) YoY -13.33% (-$184.3K)
(cusip464287242)✕	10.6K	QoQ -26.60% (-3.8K) YoY -55.89% (-13.4K)	All Managers (Combined)	$1.1M	0.7% ($1.1M/$163.5M)	QoQ -25.34% (-$389.8K) YoY -55.99% (-$1.5M)
JPMORGAN CHASE & CO(JPMcusip46625H100)	4.3K	QoQ -0.32% (-14) YoY NEW(+4.3K)	All Managers (Combined)	$1.1M	0.6% ($1.1M/$163.5M)	QoQ +2.01% (-$20.9K) YoY NEW(+$1.1M)
(cusip78464A144)✕	36.2K	QoQ +85.14% (+16.6K) YoY NEW(+36.2K)	All Managers (Combined)	$1.0M	0.6% ($1.0M/$163.5M)	QoQ +87.66% (+$490.3K) YoY NEW(+$1.0M)
(MTUMcusip46432F396)	5.0K	QoQ -26.50% (-1.8K) YoY -19.10% (-1.2K)	All Managers (Combined)	$1.0M	0.6% ($1.0M/$163.5M)	QoQ -28.19% (-$395.8K) YoY -12.71% (-$146.7K)