test

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
JEPQJpmorgan Nasdaq Equity Premium Income Etf
Recent Activity
Increased 105.38%
0.6%
$598,661
10,618 shares@ $56.39 avg price
HRLHormel Foods Corporation
Recent Activity
New Position
0.54%
$531,031
16,928 shares@ $31.37 avg price
GOOGLAlphabet, Inc.
Recent Activity
New Position
0.49%
$484,726
2,561 shares@ $189.28 avg price
TFLOIshares Treasury Floating Rate Bond Etf
Recent Activity
Decreased -3.73%
0.48%
$475,402
9,423 shares@ $50.46 avg price
SHYIshares 1-3 Year Treasury Bond Etf
Recent Activity
New Position
0.48%
$475,402
5,799 shares@ $81.98 avg price
IBNDSpdr Bloomberg International Corporate Bond Etf
Recent Activity
New Position
0.48%
$472,620
16,665 shares@ $28.37 avg price
SJMJ M Smucker Company
Recent Activity
New Position
0.46%
$458,580
4,164 shares@ $110.13 avg price
ROIVRoivant Sciences Ltd.
Recent Activity
Decreased -0.68%
0.46%
$457,963
38,712 shares@ $11.84 avg price
BNDVanguard Total Bond Market Etf
Recent Activity
Decreased -10.82%
0.42%
$416,490
5,792 shares@ $71.91 avg price
METAMeta Platforms, Inc.
Recent Activity
New Position
0.35%
$340,661
582 shares@ $585.33 avg price