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Corey Lampman

@Bts Asset Management, Inc.

Latest period2024 - Q4ReportedManaged Assets$100.09MTotal holdings37
Assets growth rate-4.58%Assets growth rate (2-Q avg)-3.43%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Bts Asset Management, Inc.'s 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 37 positions.

Assets under management

The assets under management (AUM) of Bts Asset Management, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 100.09M in assets, with a quarterly growth rate of -4.58% and a 2-quarter average growth rate of -3.43%. The portfolio is managed by Corey Lampman, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
CWBSpdr Bloomberg Convertible Securities Etf
Recent Activity
Exited
0%
$659,224
8,607 shares@ $76.6 avg price
STLDSteel Dynamics, Inc.
Recent Activity
Exited
0%
$615,344
4,881 shares@ $126.07 avg price
JAAAJanus Henderson Aaa Clo Etf
Recent Activity
Exited
0%
$495,090
9,731 shares@ $50.88 avg price
MUBIshares National Muni Bond Etf
Recent Activity
Exited
0%
$494,742
4,554 shares@ $108.64 avg price
VYMVanguard High Dividend Yield Etf
Recent Activity
Exited
0%
$332,166
2,591 shares@ $128.2 avg price
IHYVaneck International High Yield Bond Etf
Recent Activity
Exited
0%
$331,199
15,312 shares@ $21.64 avg price
EMBIshares J.p. Morgan Usd Emerging Markets Bond Etf
Recent Activity
Exited
0%
$330,186
3,528 shares@ $93.6 avg price
VRPInvesco Variable Rate Preferred Etf
Recent Activity
Exited
0%
$329,392
13,467 shares@ $24.46 avg price
XLYConsumer Discretionary Select Sector Spdr Fund
Recent Activity
Exited
0%
$311,575
1,555 shares@ $200.37 avg price
CNHCnh Industrial N.v.
Recent Activity
Exited
0%
$296,825
26,741 shares@ $11.1 avg price