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Asset Manager ← All Institutions

Strive Asset Management, LLC

Q1 2025 · Filed 2025-05-20
Market Value
$144M
Holdings
123
New Purchases
13
Added To
21
Closed
8
Reduced
79
Top 10 Concentration
41.3%
Turnover
17.1%

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 35 $50M 34.9%
Large Cap 63 $51M 35.3%
Mid Cap 17 $27M 18.8%
Small Cap 5 $13M 9.2%
Micro Cap 3 $3M 1.8%

Portfolio Analytics

Avg Market Cap
$403.0B
Median Market Cap
$75.6B
Avg P/E
36.8
Median P/E
24.8
Avg Dividend Yield
0.02%
Avg Beta
0.97
# Stocks
73
# ETFs / Funds
50

Top Holdings (123 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 QQQ 13.62% 41,732 $20M $468.92 $3M +9,495 +29.4%
2 STRV 5.56% 221,475 $8M $36.06 $7M +208,280 +1578.5%
3 MSTR 4.64% 23,122 $7M $288.27 -$2M -6,035 -20.7%
4 CMF 3.94% 100,564 $6M $56.28 +100,564 NEW
5 IGIB 2.79% 76,276 $4M $52.52 $1M +27,056 +55.0%
6 GBIL 2.45% 35,146 $4M $100.18 +35,146 NEW
7 AMZN 2.31% 17,426 $3M $190.26 -$785K -1,264 -6.8%
8 MUB 2.14% 29,102 $3M $105.44 $786K +7,676 +35.8%
9 IQDG 1.97% 79,341 $3M $35.68 -$758K -25,552 -24.4%
10 USHY 1.93% 75,158 $3M $36.81 $2M +51,198 +213.7%
11 AAPL 1.82% 11,744 $3M $222.13 -$1M -4,460 -27.5%
12 MSFT 1.74% 6,674 $3M $375.38 -$210K +231 +3.6%
13 FTSL 1.69% 53,198 $2M $45.65 $1M +32,973 +163.0%
14 VOOV 1.57% 12,235 $2M $184.19 -$1M -6,921 -36.1%
15 IJT 1.55% 17,919 $2M $124.50 -$823K -4,639 -20.6%
16 PHO 1.55% 34,490 $2M $64.52 +34,490 NEW
17 GRID 1.50% 18,992 $2M $113.13 +18,992 NEW
18 PAVE 1.48% 56,355 $2M $37.73 +56,355 NEW
19 AIRR 1.43% 30,127 $2M $68.21 +30,127 NEW
20 IWS 1.42% 16,240 $2M $125.97 -$339K -2,198 -11.9%
21 V 1.38% 5,639 $2M $350.46 $35K -502 -8.2%
22 IJS 1.37% 20,125 $2M $97.48 -$957K -6,751 -25.1%
23 GOOG 1.30% 11,948 $2M $156.23 -$688K -1,466 -10.9%
24 BLOK 1.30% 50,562 $2M $36.88 +50,562 NEW
25 NVDA 1.30% 17,191 $2M $108.38 $88K +3,974 +30.1%
26 IWP 1.22% 14,934 $2M $117.49 -$482K -2,709 -15.3%
27 DGRW 1.07% 19,270 $2M $79.86 -$175K -1,907 -9.0%
28 SCZ 0.99% 22,488 $1M $63.53 -$175K -3,917 -14.8%
29 EFA 0.92% 16,249 $1M $81.73 $29K -929 -5.4%
30 DGRE 0.89% 52,433 $1M $24.31 -$274K -9,480 -15.3%
31 META 0.86% 2,131 $1M $576.36 $10K +50 +2.4%
32 JMST 0.82% 23,248 $1M $50.85 +23,248 NEW
33 NFLX 0.82% 1,267 $1M $932.53 -$31K -93 -6.8%
34 FFLS 0.73% 44,747 $1M $23.35 -$300K -13,667 -23.4%
35 VGT 0.68% 1,811 $982K $542.38 +1,811 NEW
36 T 0.66% 33,718 $954K $28.28 $178K -356 -1.0%
37 MA 0.66% 1,725 $946K $548.12 -$27K -122 -6.6%
38 ADBE 0.61% 2,280 $874K $383.53 -$289K -336 -12.8%
39 JPM 0.61% 3,553 $872K $245.30 $82K +261 +7.9%
40 CRM 0.60% 3,230 $867K $268.36 -$378K -492 -13.2%
41 WMT 0.59% 9,620 $845K $87.79 -$21K +37 +0.4%
42 VUG 0.56% 2,180 $808K $370.82 -$86K
43 CRWD 0.54% 2,219 $782K $352.58 -$87K -323 -12.7%
44 ORCL 0.54% 5,516 $771K $139.81 -$380K -1,393 -20.2%
45 ABT 0.53% 5,741 $762K $132.65 $51K -545 -8.7%
46 AMGN 0.52% 2,412 $751K $311.55 $99K -90 -3.6%
47 SAP 0.52% 2,794 $750K $268.44 $7K -224 -7.4%
48 SCHC 0.52% 20,798 $746K $35.88 -$143K -5,097 -19.7%
49 AXP 0.50% 2,651 $713K $269.05 -$68K +19 +0.7%
50 PG 0.48% 4,053 $691K $170.42 $34K +136 +3.5%
51 JNJ 0.48% 4,139 $686K $165.85 $36K -358 -8.0%
52 SHOP 0.47% 7,013 $670K $95.48 -$239K -1,529 -17.9%
53 XOM 0.47% 5,625 $669K $118.94 $51K -124 -2.2%
54 HD 0.45% 1,761 $645K $366.49 -$21K +49 +2.9%
55 MET 0.45% 7,996 $642K $80.29 -$55K -513 -6.0%
56 RPM 0.44% 5,515 $638K $115.68 -$48K -56 -1.0%
57 CSCO 0.43% 10,118 $624K $61.71 -$3K -484 -4.6%
58 LLY 0.43% 752 $621K $825.91 $159K +154 +25.8%
59 CI 0.43% 1,882 $619K $329.00 $29K -257 -12.0%
60 C 0.43% 8,717 $619K $70.99 -$32K -526 -5.7%
61 IGLB 0.43% 12,296 $618K $50.23 +12,296 NEW
62 NOW 0.42% 757 $603K $796.14 -$412K -200 -20.9%
63 D 0.41% 10,588 $594K $56.07 -$19K -785 -6.9%
64 BAC 0.41% 14,179 $592K $41.73 -$305K -6,218 -30.5%
65 CVX 0.41% 3,505 $586K $167.29 $113K +235 +7.2%
66 GD 0.41% 2,148 $586K $272.58 -$17K -138 -6.0%
67 IWN 0.39% 3,670 $554K $150.98 -$306K -1,567 -29.9%
68 KRE 0.38% 9,699 $551K $56.85 -$155K -2,009 -17.2%
69 DD 0.38% 7,223 $539K $74.68 -$79K -889 -11.0%
70 MSCI 0.37% 944 $534K $565.50 -$124K -153 -13.9%
71 UL 0.37% 8,875 $529K $59.55 -$12K -661 -6.9%
72 BIL 0.35% 5,460 $501K $91.73 -$354K -3,887 -41.6%
73 ENB 0.33% 10,628 $471K $44.31 $15K -117 -1.1%
74 ACN 0.31% 1,424 $444K $312.04 -$202K -414 -22.5%
75 BA 0.31% 2,604 $444K $170.55 -$138K -684 -20.8%
76 DHI 0.31% 3,478 $442K $127.13 -$85K -294 -7.8%
77 ZTS 0.29% 2,510 $413K $164.65 -$88K -567 -18.4%
78 UNH 0.29% 789 $413K $523.75 $9K -10 -1.2%
79 REET 0.29% 17,014 $413K $24.26 -$21K -1,072 -5.9%
80 IGSB 0.29% 7,870 $412K $52.37 $99K +1,817 +30.0%
81 MRK 0.28% 4,493 $403K $89.76 -$95K -513 -10.2%
82 TFI 0.28% 8,862 $399K $45.07 -$2M -44,405 -83.4%
83 TIP 0.28% 3,557 $395K $111.09 -$486K -4,712 -57.0%
84 WDAY 0.27% 1,670 $390K $233.53 -$160K -463 -21.7%
85 BUXX 0.26% 18,150 $369K $20.31 +18,150 NEW
86 TGT 0.25% 3,506 $366K $104.36 -$181K -541 -13.4%
87 PHG 0.25% 14,331 $364K $25.40 -$37K -1,513 -9.6%
88 PANW 0.25% 2,099 $358K $170.64 $31K +299 +16.6%
89 IJR 0.25% 3,413 $357K $104.57 -$212K -1,521 -30.8%
90 ABNB 0.24% 2,867 $342K $119.46 -$159K -947 -24.8%
91 PAYC 0.23% 1,513 $331K $218.48 -$10K -148 -8.9%
92 IEMG 0.23% 6,089 $329K $53.97 -$75K -1,635 -21.2%
93 PFE 0.23% 12,764 $323K $25.34 -$116K -3,796 -22.9%
94 REGN 0.22% 509 $323K $634.23 -$96K -79 -13.4%
95 SBUX 0.22% 3,255 $319K $98.09 $35K +141 +4.5%
96 TSM 0.21% 1,841 $306K $166.00 -$107K -248 -11.9%
97 BTC 0.20% 8,045 $294K $36.49 +8,045 NEW
98 BRK-B 0.20% 550 $293K $532.58 -$343K -852 -60.8%
99 IWO 0.20% 1,122 $287K $255.53 -$265K -794 -41.4%
100 BP 0.19% 8,248 $279K $33.79 -$878 -1,210 -12.8%

New Positions

SymbolValue% Port
CMF $6M 3.94%
GBIL $4M 2.45%
PHO $2M 1.55%
GRID $2M 1.50%
PAVE $2M 1.48%
AIRR $2M 1.43%
BLOK $2M 1.30%
JMST $1M 0.82%
VGT $982K 0.68%
IGLB $618K 0.43%
BUXX $369K 0.26%
BTC $294K 0.20%
LOW $207K 0.14%

Sold Out Positions

SymbolValue% Port
NVO —%
RACE —%
MOD —%
ASML —%
INTU —%
HYG —%
IJJ —%
XLF —%
View SEC EDGAR Filings for Strive Asset Management, LLC →

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