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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
AMLPAlerian Mlp Etf
Recent Activity
New Position
0.32%
$316,796
6,578 shares@ $48.16 avg price
SDOGAlps Sector Dividend Dogs Etf
Recent Activity
New Position
0.32%
$316,636
5,603 shares@ $56.52 avg price
SJNKSpdr Bloomberg Short Term High Yield Bond Etf
Recent Activity
New Position
0.32%
$316,509
12,535 shares@ $25.26 avg price
NOBLProshares S&p 500 Dividend Aristocrats Etf
Recent Activity
New Position
0.32%
$315,971
3,174 shares@ $99.55 avg price
VNOMViper Energy Inc.
Recent Activity
New Position
0.3%
$298,190
6,077 shares@ $49.07 avg price
NUENucor Corporation
Recent Activity
New Position
0.26%
$255,245
2,187 shares@ $116.72 avg price
NVDANvidia Corporation
Recent Activity
New Position
0.26%
$253,589
1,888 shares@ $134.32 avg price
SEICSei Investments Company
Recent Activity
New Position
0.26%
$253,492
3,073 shares@ $82.5 avg price
LMTLockheed Martin Corporation
Recent Activity
New Position
0.25%
$244,170
502 shares@ $486.4 avg price
SWKSSkyworks Solutions, Inc.
Recent Activity
New Position
0.23%
$229,237
2,585 shares@ $88.68 avg price