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Asset Manager ← All Institutions

Ascension Capital Advisors, Inc.

Q2 2025 · Filed 2025-08-07
Market Value
$239M
+9.4%
Holdings
42
+1
New Purchases
6
Added To
13
Closed
3
Reduced
11
Top 10 Concentration
77.1%
Turnover
21.4%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
CRDT 6.10% 0.00% +6.10% $15M
EFA 2.94% 0.00% +2.94% $7M
EEM 3.19% 0.25% +2.94% $8M
ARKK 11.03% 8.15% +2.88% $26M
SPLG 2.65% 0.00% +2.65% $6M
GBTC 2.48% 2.13% +0.35% $6M
MSFT 1.09% 0.91% +0.19% $3M
SCHX 11.76% 11.65% +0.11% $28M
SCHF 3.68% 3.59% +0.09% $9M
BITB 0.09% 0.00% +0.09% $216K
CLOI 0.09% 0.00% +0.09% $214K
GOOG 0.08% 0.00% +0.08% $203K
OSEA 0.48% 0.43% +0.06% $1M
JPM 0.18% 0.17% +0.01% $441K
SCHG 0.13% 0.12% +0.01% $318K

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
SPY 0.54% 4.34% -3.80% $1M
IJJ 0.00% 3.72% -3.72% $0
IJS 0.00% 3.48% -3.48% $0
JPST 4.51% 7.62% -3.11% $11M
FDV 12.93% 14.41% -1.48% $31M
IVW 3.05% 3.80% -0.75% $7M
QQQ 2.92% 3.61% -0.70% $7M
REZ 3.26% 3.72% -0.46% $8M
XOM 1.88% 2.30% -0.42% $5M
RDVY 14.06% 14.28% -0.22% $34M
AAPL 0.62% 0.76% -0.14% $1M
UNH 0.00% 0.10% -0.10% $0
IVE 0.09% 0.13% -0.04% $218K
EOG 0.15% 0.17% -0.03% $349K
SCHA 6.56% 6.58% -0.02% $16M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 10 $18M 7.6%
Large Cap 20 $139M 57.9%
Mid Cap 6 $27M 11.3%
Small Cap 4 $40M 16.8%
Micro Cap 2 $15M 6.4%

Portfolio Analytics

Avg Market Cap
$405.4B
Median Market Cap
$39.4B
Avg P/E
23.9
Median P/E
25.2
Avg Dividend Yield
0.02%
Avg Beta
0.89
# Stocks
10
# ETFs / Funds
32

Top Holdings (42 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 RDVY 14.06% 536,395 $34M $62.74 $2M +2,497 +0.5%
2 FDV 12.93% 1,127,603 $31M $27.46 -$582K +7,367 +0.7%
3 SCHX 11.76% 1,151,806 $28M $24.44 $3M -3,601 -0.3%
4 ARKK 11.03% 375,674 $26M $70.29 $9M +669 +0.2%
5 SCHA 6.56% 620,787 $16M $25.30 $1M +5,515 +0.9%
6 CRDT 6.10% 610,780 $15M $23.89 +610,780 NEW
7 JPST 4.51% 213,034 $11M $50.68 -$6M -116,568 -35.4%
8 SCHF 3.68% 398,994 $9M $22.10 $958K +1,649 +0.4%
9 REZ 3.26% 94,756 $8M $82.34 -$338K +557 +0.6%
10 EEM 3.19% 158,291 $8M $48.24 $7M +145,606 +1147.9%
11 IVW 3.05% 66,262 $7M $110.10 -$1M -23,326 -26.0%
12 EFA 2.94% 78,705 $7M $89.39 +78,705 NEW
13 QQQ 2.92% 12,656 $7M $551.64 -$929K -4,214 -25.0%
14 SPLG 2.65% 87,329 $6M $72.69 +87,329 NEW
15 GBTC 2.48% 69,908 $6M $84.83 $1M -1,589 -2.2%
16 XOM 1.88% 41,774 $5M $107.80 -$526K -513 -1.2%
17 GSLC 1.11% 21,942 $3M $121.38 $255K +61 +0.3%
18 MSFT 1.09% 5,254 $3M $497.41 $631K -28 -0.5%
19 AAPL 0.62% 7,181 $1M $205.17 -$181K -265 -3.6%
20 SPY 0.54% 2,095 $1M $617.85 -$8M -14,891 -87.7%
21 OSEA 0.48% 39,593 $1M $29.27 $220K +4,224 +11.9%
22 EFV 0.45% 16,815 $1M $63.48 $76K
23 MOAT 0.41% 10,376 $973K $93.79 $85K +278 +2.8%
24 RSEE 0.28% 21,922 $664K $30.28 $75K +570 +2.7%
25 JEPI 0.25% 10,331 $587K $56.85 -$2K +13 +0.1%
26 MINT 0.21% 4,969 $500K $100.53 -$423
27 JPM 0.18% 1,520 $441K $289.91 $68K
28 SHEL 0.17% 5,824 $410K $70.41 -$17K
29 MA 0.15% 655 $368K $561.94 $9K
30 EOG 0.15% 2,914 $349K $119.61 -$25K
31 SCHG 0.13% 10,903 $318K $29.21 $55K +377 +3.6%
32 FTSM 0.13% 5,195 $311K $59.87 $156
33 SCHM 0.11% 9,810 $275K $28.05 $18K
34 SCHH 0.10% 11,244 $238K $21.16 -$31K -1,250 -10.0%
35 AMGN 0.09% 800 $223K $279.21 -$26K
36 IVE 0.09% 1,117 $218K $195.42 -$63K -359 -24.3%
37 BITB 0.09% 3,695 $216K $58.59 +3,695 NEW
38 CLOI 0.09% 4,039 $214K $52.95 +4,039 NEW
39 GOOG 0.08% 1,146 $203K $177.39 +1,146 NEW
40 IJJ —% -$8M -68,103 -100.0% SOLD
41 IJS —% -$8M -78,215 -100.0% SOLD
42 UNH —% -$210K -400 -100.0% SOLD

New Positions

SymbolValue% Port
CRDT $15M 6.10%
EFA $7M 2.94%
SPLG $6M 2.65%
BITB $216K 0.09%
CLOI $214K 0.09%
GOOG $203K 0.08%

Sold Out Positions

SymbolValue% Port
UNH —%
IJJ —%
IJS —%
View SEC EDGAR Filings for Ascension Capital Advisors, Inc. →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms