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Asset Manager ← All Institutions

Ascent Group, LLC

Q2 2025 · Filed 2025-07-21
Market Value
$2.6B
+10.3%
Holdings
765
+51
New Purchases
80
Added To
277
Closed
57
Reduced
337
Top 10 Concentration
22.0%
Turnover
17.9%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
EFAV 1.41% 0.00% +1.41% $36M
EFV 1.43% 0.20% +1.23% $37M
USMV 1.13% 0.10% +1.03% $29M
THRO 0.99% 0.08% +0.91% $25M
GLD 1.32% 0.63% +0.69% $34M
BNDX 0.89% 0.21% +0.68% $23M
EMGF 1.48% 0.88% +0.61% $38M
BAI 0.52% 0.00% +0.52% $13M
SHY 0.77% 0.26% +0.51% $20M
SPTL 1.07% 0.65% +0.42% $27M
STIP 0.40% 0.03% +0.37% $10M
IWR 0.38% 0.05% +0.33% $10M
IEI 0.47% 0.16% +0.31% $12M
MGC 0.90% 0.60% +0.30% $23M
MSFT 2.13% 1.91% +0.22% $54M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
SPLG 3.82% 5.08% -1.27% $98M
SCHZ 0.64% 1.29% -0.65% $16M
EMXC 0.06% 0.69% -0.63% $2M
AAPL 1.47% 2.04% -0.57% $38M
TFLO 0.52% 1.07% -0.55% $13M
HEFA 0.04% 0.48% -0.44% $1M
UNH 0.19% 0.60% -0.40% $5M
SGOV 0.00% 0.33% -0.33% $0
DIS 0.04% 0.28% -0.24% $933K
MEAR 0.21% 0.44% -0.23% $5M
VOT 0.28% 0.51% -0.23% $7M
JNJ 0.41% 0.62% -0.21% $11M
GOOG 0.40% 0.61% -0.21% $10M
FLOT 0.01% 0.21% -0.20% $248K
MUB 1.64% 1.83% -0.19% $42M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 77 $676M 26.4%
Large Cap 532 $1.6B 64.5%
Mid Cap 94 $170M 6.6%
Small Cap 53 $60M 2.4%
Micro Cap 9 $3M 0.1%

Portfolio Analytics

Avg Market Cap
$121.1B
Median Market Cap
$36.6B
Avg P/E
31.0
Median P/E
23.1
Avg Dividend Yield
0.02%
Avg Beta
0.87
# Stocks
525
# ETFs / Funds
240

Top Holdings (765 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 SPLG 3.82% 1,342,865 $98M $72.69 -$20M -450,033 -25.1%
2 IVW 3.16% 733,202 $81M $110.10 $6M -72,921 -9.1%
3 IVE 2.34% 305,852 $60M $195.42 $4M +15,805 +5.5%
4 DYNF 2.21% 1,038,131 $57M $54.46 $8M +34,494 +3.4%
5 MSFT 2.13% 109,485 $54M $497.41 $10M -8,303 -7.0%
6 QUAL 1.85% 258,158 $47M $182.82 $5M +10,204 +4.1%
7 NVDA 1.75% 282,785 $45M $157.99 $7M -67,884 -19.4%
8 MUB 1.64% 401,160 $42M $104.48 -$587K -1,915 -0.5%
9 AGG 1.59% 411,008 $41M $99.20 $4M +35,040 +9.3%
10 EMGF 1.48% 728,491 $38M $52.07 $18M +293,694 +67.5%
11 AAPL 1.47% 183,577 $38M $205.17 -$10M -29,653 -13.9%
12 META 1.45% 50,285 $37M $738.10 $8M -594 -1.2%
13 IWF 1.44% 86,928 $37M $424.58 $4M -4,219 -4.6%
14 EFV 1.43% 576,494 $37M $63.48 $32M +495,924 +615.5%
15 EFAV 1.41% 429,124 $36M $84.06 +429,124 NEW
16 GLD 1.32% 111,001 $34M $304.83 $19M +59,877 +117.1%
17 USMV 1.13% 308,114 $29M $93.87 $27M +282,778 +1116.1%
18 AMZN 1.10% 128,766 $28M $219.39 $1M -14,305 -10.0%
19 SPTL 1.07% 1,026,965 $27M $26.58 $12M +473,882 +85.7%
20 GOOGL 1.05% 151,859 $27M $176.23 $5M +8,577 +6.0%
21 THRO 0.99% 708,623 $25M $35.58 $23M +650,695 +1123.3%
22 IYW 0.98% 144,290 $25M $173.27 $3M -14,590 -9.2%
23 JPM 0.92% 80,771 $23M $289.91 $5M +6,346 +8.5%
24 MGC 0.90% 101,899 $23M $224.92 $9M +33,284 +48.5%
25 IWD 0.90% 117,930 $23M $194.23 -$1M -9,245 -7.3%
26 BNDX 0.89% 458,440 $23M $49.51 $18M +360,192 +366.6%
27 MBB 0.86% 234,321 $22M $93.89 $1M +12,732 +5.8%
28 V 0.82% 58,983 $21M $355.05 -$289K -1,597 -2.6%
29 IVV 0.77% 31,662 $20M $620.90 $2M +697 +2.2%
30 SPYV 0.77% 375,369 $20M $52.34 -$534K -19,799 -5.0%
31 SHY 0.77% 237,014 $20M $82.86 $14M +163,701 +223.3%
32 SUB 0.71% 170,066 $18M $106.34 -$3M -26,143 -13.3%
33 AVGO 0.70% 65,087 $18M $275.65 $5M -11,199 -14.7%
34 SPMO 0.67% 152,214 $17M $112.47 $3M -1,823 -1.2%
35 SPYG 0.67% 178,622 $17M $95.32 $2M -8,089 -4.3%
36 VOO 0.66% 29,790 $17M $568.03 $1M -682 -2.2%
37 SCHZ 0.64% 708,480 $16M $23.24 -$13M -582,937 -45.1%
38 VEA 0.63% 283,787 $16M $57.01 $1M -13,417 -4.5%
39 BINC 0.62% 300,192 $16M $52.84 $1M +22,529 +8.1%
40 IAU 0.59% 243,055 $15M $62.36 $41K -13,317 -5.2%
41 ANET 0.58% 143,850 $15M $102.31 $5M +13,856 +10.7%
42 PM 0.57% 79,754 $15M $182.13 $3M +5,128 +6.9%
43 WMT 0.55% 143,258 $14M $97.78 $2M +2,191 +1.6%
44 IEFA 0.54% 165,104 $14M $83.48 $982K -4,112 -2.4%
45 MA 0.53% 23,978 $13M $561.94 -$1M -2,771 -10.4%
46 LLY 0.53% 17,246 $13M $779.55 $1M +2,346 +15.7%
47 BRK-B 0.52% 27,637 $13M $485.78 -$674K +1,163 +4.4%
48 TFLO 0.52% 261,989 $13M $50.65 -$11M -226,417 -46.4%
49 BAI 0.52% 459,952 $13M $28.85 +459,952 NEW
50 EFA 0.51% 147,085 $13M $89.39 $897K -2,813 -1.9%
51 COST 0.51% 13,279 $13M $989.95 $447K -147 -1.1%
52 PG 0.50% 80,703 $13M $159.32 $746K +9,634 +13.6%
53 IEI 0.47% 100,442 $12M $119.09 $8M +69,453 +224.1%
54 VTV 0.45% 64,735 $11M $176.74 -$615K -5,059 -7.2%
55 NFLX 0.44% 8,432 $11M $1,339.13 $5M +1,572 +22.9%
56 SPY 0.43% 17,995 $11M $617.90 $1M +19 +0.1%
57 JNJ 0.41% 69,172 $11M $152.75 -$4M -18,209 -20.8%
58 VUG 0.41% 24,051 $11M $438.40 $712K -2,463 -9.3%
59 GOOG 0.40% 58,014 $10M $177.39 -$4M -32,463 -35.9%
60 STIP 0.40% 99,361 $10M $102.91 $10M +93,489 +1592.1%
61 HD 0.39% 27,398 $10M $366.64 -$777K -2,132 -7.2%
62 IEMG 0.38% 163,360 $10M $60.03 $1M +1,340 +0.8%
63 IWR 0.38% 104,787 $10M $91.97 $8M +91,010 +660.6%
64 SCHW 0.37% 102,401 $9M $91.24 $2M +7,499 +7.9%
65 MO 0.35% 154,061 $9M $58.63 $891K +18,405 +13.6%
66 PGR 0.35% 33,818 $9M $266.86 -$1M -3,333 -9.0%
67 T 0.35% 310,547 $9M $28.94 $473K +9,470 +3.1%
68 TJX 0.34% 70,997 $9M $123.49 -$932K -8,634 -10.8%
69 EMB 0.34% 93,487 $9M $92.62 $67K -1,359 -1.4%
70 TSLA 0.33% 26,871 $9M $317.66 $2M -117 -0.4%
71 AME 0.33% 47,134 $9M $180.96 $42K -2,169 -4.4%
72 XOM 0.33% 78,557 $8M $107.80 -$3M -19,972 -20.3%
73 VWO 0.32% 166,852 $8M $49.46 $466K -5,183 -3.0%
74 TMUS 0.32% 34,151 $8M $238.27 -$182K +2,960 +9.5%
75 HEI-A 0.31% 31,138 $8M $258.75 $2M +2,969 +10.5%
76 IXUS 0.31% 103,083 $8M $77.31 $795K +315 +0.3%
77 OEF 0.31% 26,139 $8M $304.35 $691K -685 -2.5%
78 ORCL 0.30% 35,444 $8M $218.64 $3M +2,837 +8.7%
79 CSCO 0.29% 106,645 $7M $69.38 $432K -6,248 -5.5%
80 VOT 0.28% 25,172 $7M $284.39 -$5M -22,725 -47.5%
81 IWM 0.28% 33,128 $7M $215.79 $5M +20,008 +152.5%
82 LIN 0.27% 14,917 $7M $469.18 $8K -96 -0.6%
83 MCK 0.26% 9,249 $7M $732.78 $4M +5,150 +125.6%
84 SHYG 0.26% 156,133 $7M $43.14 -$2M -56,732 -26.6%
85 VZ 0.26% 152,926 $7M $43.27 $123K +9,750 +6.8%
86 CTAS 0.25% 28,291 $6M $222.87 $524K +165 +0.6%
87 KNSL 0.24% 12,773 $6M $483.90 $1M +2,303 +22.0%
88 CME 0.24% 22,413 $6M $275.62 $386K +580 +2.7%
89 ISRG 0.24% 11,358 $6M $543.41 $3M +5,256 +86.1%
90 TSM 0.24% 27,140 $6M $226.49 $4M +13,101 +93.3%
91 BND 0.24% 82,208 $6M $73.63 -$892K -12,341 -13.1%
92 TT 0.23% 13,492 $6M $437.42 $1M +282 +2.1%
93 VTEB 0.23% 118,893 $6M $49.03 $397K +9,407 +8.6%
94 CVX 0.22% 39,769 $6M $143.19 -$1M -1,271 -3.1%
95 EFG 0.22% 49,780 $6M $112.00 -$144K -7,412 -13.0%
96 VTIP 0.22% 110,578 $6M $50.27 $4M +86,116 +352.0%
97 ROP 0.22% 9,725 $6M $566.84 -$899K -1,149 -10.6%
98 GILD 0.21% 49,324 $5M $110.87 $2M +17,016 +52.7%
99 KR 0.21% 74,871 $5M $71.73 $4M +56,131 +299.5%
100 MEAR 0.21% 106,255 $5M $50.27 -$5M -96,007 -47.5%

New Positions

SymbolValue% Port
EFAV $36M 1.41%
BAI $13M 0.52%
JPLD $1M 0.06%
EXC $1M 0.05%
SCHG $854K 0.03%
SCHV $718K 0.03%
IRM $697K 0.03%
IGF $625K 0.02%
DMXF $617K 0.02%
EUFN $583K 0.02%
PCG $580K 0.02%
BWZ $576K 0.02%
RWR $545K 0.02%
SCHO $526K 0.02%
EEMA $485K 0.02%

Sold Out Positions

SymbolValue% Port
BRX —%
SGOV —%
WH —%
KEYS —%
GPC —%
ADC —%
POR —%
RIO —%
DD —%
CHE —%
TDY —%
VRT —%
OGN —%
LEN —%
OMC —%
View SEC EDGAR Filings for Ascent Group, LLC →

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