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  Name: Center For Asset Management LLC
  City: PALM BEACH GARDENS
  State: FL
  Zip: 33410
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $122,215,000
  Total Value Change : $12,525,000
  Securities Held Change : 0
   
All Securities Held : 100
  New Positions : 7
  Closed Positions : 7
  Increased Positions : 51
  Unchanged Positions : 7
  Decreased Positions : 35

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Holdings Found : 7     View All Holdings Currently Viewing:  Closed Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (VTEB)1 Year Chart         VTEB Vanguard Tax Exempt Bond Etf 104 Closed $50.10 $0 0 0% -406,000 -7,947 0    N/A
   (VCSH)1 Year Chart         VCSH Vanguard Scottsdale Funds 103 Closed $77.07 $0 0 0% -441,000 -5,700 0    N/A
   (BA)1 Year Chart         BA Boeing Co 102 Closed $184.95 $0 0 0% -253,000 -969 0    Aerospace/Defense - M...
   (OTIS)1 Year Chart         OTIS Otis Worldwide Corp 101 Closed $96.79 $0 0 0% -209,000 -2,334 0    N/A
   (MRNA)1 Year Chart         MRNA Moderna, Inc. 107 Closed $0.00 $0 0 0% -490,000 -4,924 0    N/A
   (NUE)1 Year Chart         NUE Nucor Corp 106 Closed $172.12 $0 0 0% -707,000 -4,060 0    Steel & Iron
   (VLO)1 Year Chart         VLO Valero Energy Corp 105 Closed $166.06 $0 0 0% -402,000 -3,093 0    Oil & Gas Refining, P...

      7 Records Found
  1    
Page 1 of 1
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