The Analysis of VOISARD ASSET MANAGEMENT GROUP, INC.'s Holdings
Currently, VOISARD ASSET MANAGEMENT GROUP, INC. holds 100 types of securities in its portfolio with a total value $463.2M. In the most recent quarter, they have increased their positions in N/A (+69.7K shares, valued at $4.6M), SPTI (+98.6K shares, valued at $2.8M), SPTM (+34.0K shares, valued at $2.8M); decreased their positions in SPY (-1.3K shares, valued at $872.2K), N/A (-3.7K shares, valued at $706.3K), SCHX (-6.3K shares, valued at $169.0K); initiated new positions in N/A (+69.7K shares, valued at $4.6M), VCRM (+9.8K shares, valued at $738.7K), SPYI (+10.0K shares, valued at $525.3K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
SPTM SPDR SERIES TRUST791.2K shares4.49%2025-12-312026-01-20
AVLV AMERICAN CENTY ETF TR621.1K shares3.16%2025-12-312026-01-20 SPTI SPDR SERIES TRUST1.5M shares7.03%2025-12-312026-01-20 SLQD ISHARES TR850.0K shares6.12%2025-12-312026-01-20 IUSG ISHARES TR200.8K shares3.65%2025-12-312026-01-20 JCPB J P MORGAN EXCHANGE TRADED F653.8K shares5.69%2025-12-312026-01-20 SCHF SCHWAB STRATEGIC TR1.3M shares4.49%2025-12-312026-01-20 DFAE DIMENSIONAL ETF TRUST492.4K shares1.52%2025-12-312026-01-20 VGSH VANGUARD SCOTTSDALE FDS264.9K shares5.28%2025-12-312026-01-20 MBB ISHARES TR154.1K shares6.59%2025-12-312026-01-20 SPY SPDR S&P 500 ETF TR18.3K shares-6.54%2025-12-312026-01-20 AVUV AMERICAN CENTY ETF TR109.5K shares4.02%2025-12-312026-01-20 AVDV AMERICAN CENTY ETF TR90.0K shares0.10%2025-12-312026-01-20 DIHP DIMENSIONAL ETF TRUST255.3K shares4.89%2025-12-312026-01-20 SUB ISHARES TR52.6K shares-0.25%2025-12-312026-01-20 ITOT ISHARES TR26.8K shares0.12%2025-12-312026-01-20 SCHX SCHWAB STRATEGIC TR134.0K shares-4.48%2025-12-312026-01-20 AVUS AMERICAN CENTY ETF TR28.7K shares5.11%2025-12-312026-01-20 AAPL APPLE INC10.6K shares8.55%2025-12-312026-01-20 MUB ISHARES TR26.6K shares-0.02%2025-12-312026-01-20 MSFT MICROSOFT CORP4.8K shares7.12%2025-12-312026-01-20 IWF ISHARES TR4.7K shares-5.73%2025-12-312026-01-20 GE AEROSPACE GE AEROSPACE6.3K shares0.14%2025-12-312026-01-20 ALPHABET INC ALPHABET INC6.0K shares23.19%2025-12-312026-01-20 IVV ISHARES TR2.8K shares-0.33%2025-12-312026-01-20 IXUS ISHARES TR21.3K shares4.31%2025-12-312026-01-20 JPM JPMORGAN CHASE & CO.5.0K shares3.04%2025-12-312026-01-20 VCSH VANGUARD SCOTTSDALE FDS20.2K shares3.75%2025-12-312026-01-20 SCHM SCHWAB STRATEGIC TR50.3K shares-6.92%2025-12-312026-01-20 ALPHABET INC ALPHABET INC4.7K shares15.38%2025-12-312026-01-20 NVDA NVIDIA CORPORATION7.7K shares21.38%2025-12-312026-01-20 VO VANGUARD INDEX FDS4.9K shares-2.01%2025-12-312026-01-20 DFLV DIMENSIONAL ETF TRUST40.7K shares5.30%2025-12-312026-01-20 SHM SPDR SERIES TRUST28.5K shares-0.60%2025-12-312026-01-20 MU MICRON TECHNOLOGY INC4.7K shares1.81%2025-12-312026-01-20 BOXX EA SERIES TRUST10.6K shares69.87%2025-12-312026-01-20 SPYM SPDR SERIES TRUST14.5K shares-6.41%2025-12-312026-01-20 VWO VANGUARD INTL EQUITY INDEX F20.6K shares-0.10%2025-12-312026-01-20 BROADCOM INC BROADCOM INC3.2K shares-0.22%2025-12-312026-01-20 DFAX DIMENSIONAL ETF TRUST33.4K shares5.13%2025-12-312026-01-20 BSMQ INVESCO EXCH TRD SLF IDX FD45.3K shares1.76%2025-12-312026-01-20 AMZN AMAZON COM INC4.3K shares14.33%2025-12-312026-01-20 VUG VANGUARD INDEX FDS1.7K shares-0.76%2025-12-312026-01-20 META META PLATFORMS INC1.3K shares27.43%2025-12-312026-01-20 XOM EXXON MOBIL CORP6.4K shares0.68%2025-12-312026-01-20 DFUV DIMENSIONAL ETF TRUST16.2K shares0.00%2025-12-312026-01-20 SCHA SCHWAB STRATEGIC TR26.1K shares-0.67%2025-12-312026-01-20 VCRM VANGUARD MUN BD FDS9.8K sharesnew addition2025-12-312026-01-20 IEFA ISHARES TR7.9K shares-3.91%2025-12-312026-01-20 LLY ELI LILLY & CO547 shares12.78%2025-12-312026-01-20 BSJQ INVESCO EXCH TRD SLF IDX FD25.2K shares20.30%2025-12-312026-01-20 SCHW SCHWAB CHARLES CORP5.9K shares0.45%2025-12-312026-01-20 VGIT VANGUARD SCOTTSDALE FDS9.7K shares7.48%2025-12-312026-01-20 AGG ISHARES TR5.6K shares-7.41%2025-12-312026-01-20 BSCQ INVESCO EXCH TRD SLF IDX FD28.3K shares90.08%2025-12-312026-01-20 SPSM SPDR SERIES TRUST11.7K shares-10.77%2025-12-312026-01-20 FTCS FIRST TR EXCHANGE-TRADED FD5.8K shares0.00%2025-12-312026-01-20 SPYI NEOS ETF TRUST10.0K sharesnew addition2025-12-312026-01-20 BSMR INVESCO EXCH TRD SLF IDX FD21.9K shares29.09%2025-12-312026-01-20 IEMG ISHARES INC7.0K shares-3.24%2025-12-312026-01-20 VEA VANGUARD TAX-MANAGED FDS7.4K shares0.04%2025-12-312026-01-20 DFSV DIMENSIONAL ETF TRUST13.4K shares24.62%2025-12-312026-01-20 MCD MCDONALDS CORP1.3K shares3.40%2025-12-312026-01-20 JMST J P MORGAN EXCHANGE TRADED F8.0K sharesnew addition2025-12-312026-01-20 BKNG BOOKING HOLDINGS INC74 shares1.37%2025-12-312026-01-20 BAC BANK AMERICA CORP7.1K shares9.03%2025-12-312026-01-20 XVV ISHARES TR7.2K sharesnew addition2025-12-312026-01-20 GEV GE VERNOVA INC575 shares2.68%2025-12-312026-01-20 V VISA INC1.1K shares-1.66%2025-12-312026-01-20 JNJ JOHNSON & JOHNSON1.8K shares25.02%2025-12-312026-01-20 UNH UNITEDHEALTH GROUP INC1.1K shares3.15%2025-12-312026-01-20 VTI VANGUARD INDEX FDS1.0K shares-11.59%2025-12-312026-01-20 SYK STRYKER CORPORATION920 shares-0.33%2025-12-312026-01-20 CVX CHEVRON CORP NEW2.0K shares3.02%2025-12-312026-01-20 MA MASTERCARD INCORPORATED543 shares5.23%2025-12-312026-01-20 SCHE SCHWAB STRATEGIC TR9.3K shares0.97%2025-12-312026-01-20 SCHB SCHWAB STRATEGIC TR11.0K shares1.05%2025-12-312026-01-20 IWM ISHARES TR1.2K shares0.00%2025-12-312026-01-20 IVW ISHARES TR2.3K shares0.00%2025-12-312026-01-20 DFAI DIMENSIONAL ETF TRUST7.3K shares4.38%2025-12-312026-01-20 IBM INTERNATIONAL BUSINESS MACHS901 shares6.50%2025-12-312026-01-20 AMD ADVANCED MICRO DEVICES INC1.2K shares-17.65%2025-12-312026-01-20 IJR ISHARES TR2.0K shares-7.19%2025-12-312026-01-20 ORCL ORACLE CORP1.2K shares7.81%2025-12-312026-01-20 SHYM BLACKROCK ETF TRUST II10.4K sharesnew addition2025-12-312026-01-20 WHR WHIRLPOOL CORP3.1K shares0.00%2025-12-312026-01-20 WTFC WINTRUST FINL CORP1.6K sharesnew addition2025-12-312026-01-20 IWD ISHARES TR998 shares0.00%2025-12-312026-01-20 BSJR INVESCO EXCH TRD SLF IDX FD9.1K sharesnew addition2025-12-312026-01-20 BSCR INVESCO EXCH TRD SLF IDX FD10.4K sharesnew addition2025-12-312026-01-20 OMEX ODYSSEY MARINE EXPL INC70.0K shares65.48%2025-12-312026-01-20 UNITI GROUP LLC UNITI GROUP LLC13.5K sharesnew addition2025-12-312026-01-20 ABVE ABOVE FOOD INGREDIENTS INC14.0K sharesnew addition2025-12-312026-01-20 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available