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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
CSCOCisco Systems, Inc.
Recent Activity
New Position
0.33%
$324,801
5,486 shares@ $59.21 avg price
JBBBJanus Henderson B-bbb Clo Etf
Recent Activity
New Position
0.32%
$316,951
6,447 shares@ $49.17 avg price
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
HSYThe Hershey Company
Recent Activity
Increased 71.31%
0.32%
$310,417
1,833 shares@ $169.35 avg price
QAINyli Hedge Multi-strategy Tracker Etf
Recent Activity
Decreased -23.39%
0.31%
$302,249
15,775 shares@ $19.16 avg price
VNOMViper Energy Inc.
Recent Activity
New Position
0.3%
$298,190
6,077 shares@ $49.07 avg price
GLDSpdr Gold Shares Etf
Recent Activity
Decreased -22.51%
0.26%
$258,378
1,067 shares@ $242.16 avg price