The Analysis of VOISARD ASSET MANAGEMENT GROUP, INC.'s Holdings
Currently, VOISARD ASSET MANAGEMENT GROUP, INC. holds 95 types of securities in its portfolio with a total value $432.1M. In the most recent quarter, they have increased their positions in SPTM (+133.6K shares, valued at $10.8M), AVLV (+65.1K shares, valued at $4.7M), SPTI (+126.7K shares, valued at $3.7M); decreased their positions in SPY (-2.6K shares, valued at $1.8M), RSP (-8.0K shares, valued at $1.5M), SCHX (-48.7K shares, valued at $1.3M); initiated new positions in BOXX (+6.3K shares, valued at $712.4K), MDT (+2.2K shares, valued at $212.7K), ENB (+4.2K shares, valued at $210.0K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
SPTM SPDR SERIES TRUST757.2K shares21.42%2025-09-302025-10-14
AVLV AMERICAN CENTY ETF TR602.1K shares12.12%2025-09-302025-10-14 SLQD ISHARES TR800.9K shares8.28%2025-09-302025-10-14 SPTI SPDR SERIES TRUST1.4M shares9.93%2025-09-302025-10-14 IUSG ISHARES TR193.7K shares7.23%2025-09-302025-10-14 JCPB J P MORGAN EXCHANGE TRADED F618.6K shares2.09%2025-09-302025-10-14 SCHF SCHWAB STRATEGIC TR1.2M shares7.85%2025-09-302025-10-14 DFAE DIMENSIONAL ETF TRUST485.0K shares-2.09%2025-09-302025-10-14 VGSH VANGUARD SCOTTSDALE FDS251.6K shares2.51%2025-09-302025-10-14 MBB ISHARES TR144.6K shares6.93%2025-09-302025-10-14 SPY SPDR S&P 500 ETF TR19.5K shares-11.92%2025-09-302025-10-14 AVUV AMERICAN CENTY ETF TR105.2K shares8.00%2025-09-302025-10-14 AVDV AMERICAN CENTY ETF TR89.9K shares3.91%2025-09-302025-10-14 DIHP DIMENSIONAL ETF TRUST243.4K shares9.59%2025-09-302025-10-14 SUB ISHARES TR52.7K shares3.69%2025-09-302025-10-14 ITOT ISHARES TR26.8K shares1.70%2025-09-302025-10-14 SCHX SCHWAB STRATEGIC TR140.3K shares-25.77%2025-09-302025-10-14 AVUS AMERICAN CENTY ETF TR27.3K shares5.85%2025-09-302025-10-14 MUB ISHARES TR26.6K shares1.61%2025-09-302025-10-14 AAPL APPLE INC9.7K shares3.39%2025-09-302025-10-14 IWF ISHARES TR5.0K shares0.40%2025-09-302025-10-14 MSFT MICROSOFT CORP4.5K shares6.31%2025-09-302025-10-14 GE GE AEROSPACE6.3K shares0.40%2025-09-302025-10-14 IVV ISHARES TR2.8K shares-1.85%2025-09-302025-10-14 IXUS ISHARES TR20.4K shares4.25%2025-09-302025-10-14 SCHM SCHWAB STRATEGIC TR54.0K shares-32.30%2025-09-302025-10-14 VCSH VANGUARD SCOTTSDALE FDS19.4K shares5.58%2025-09-302025-10-14 JPM JPMORGAN CHASE & CO.4.9K shares1.16%2025-09-302025-10-14 VO VANGUARD INDEX FDS5.0K shares0.00%2025-09-302025-10-14 RSP INVESCO EXCHANGE TRADED FD T7.6K shares-51.24%2025-09-302025-10-14 SHM SPDR SERIES TRUST28.7K shares0.01%2025-09-302025-10-14 DFLV DIMENSIONAL ETF TRUST38.6K shares1.17%2025-09-302025-10-14 SPYM SPDR SERIES TRUST15.5K shares-39.05%2025-09-302025-10-14 GOOGL ALPHABET INC4.9K shares4.42%2025-09-302025-10-14 NVDA NVIDIA CORPORATION6.4K shares-0.90%2025-09-302025-10-14 VWO VANGUARD INTL EQUITY INDEX F20.6K shares-0.96%2025-09-302025-10-14 BSMQ INVESCO EXCH TRD SLF IDX FD44.5K shares0.64%2025-09-302025-10-14 AVGO BROADCOM INC3.2K shares2.88%2025-09-302025-10-14 DFAX DIMENSIONAL ETF TRUST31.8K shares4.08%2025-09-302025-10-14 GOOG ALPHABET INC4.0K shares0.00%2025-09-302025-10-14 VUG VANGUARD INDEX FDS1.7K shares-6.67%2025-09-302025-10-14 AMZN AMAZON COM INC3.7K shares9.19%2025-09-302025-10-14 BSJP INVESCO EXCH TRD SLF IDX FD34.5K shares-0.35%2025-09-302025-10-14 MU MICRON TECHNOLOGY INC4.6K shares0.28%2025-09-302025-10-14 SCHA SCHWAB STRATEGIC TR26.3K shares-1.79%2025-09-302025-10-14 META META PLATFORMS INC988 shares3.78%2025-09-302025-10-14 DFUV DIMENSIONAL ETF TRUST16.2K shares0.00%2025-09-302025-10-14 XOM EXXON MOBIL CORP6.3K shares19.46%2025-09-302025-10-14 IEFA ISHARES TR8.2K shares0.37%2025-09-302025-10-14 BOXX EA SERIES TRUST6.3K sharesnew addition2025-09-302025-10-14 BSCP INVESCO EXCH TRD SLF IDX FD33.4K shares-1.76%2025-09-302025-10-14 SPSM SPDR SERIES TRUST13.1K shares-42.86%2025-09-302025-10-14 AGG ISHARES TR6.0K shares-63.27%2025-09-302025-10-14 SCHW SCHWAB CHARLES CORP5.8K shares0.43%2025-09-302025-10-14 FTCS FIRST TR EXCHANGE-TRADED FD5.8K shares0.00%2025-09-302025-10-14 VGIT VANGUARD SCOTTSDALE FDS9.0K shares8.06%2025-09-302025-10-14 BSJQ INVESCO EXCH TRD SLF IDX FD20.9K shares0.00%2025-09-302025-10-14 BSMP INVESCO EXCH TRD SLF IDX FD19.7K shares0.00%2025-09-302025-10-14 IEMG ISHARES INC7.2K shares-0.28%2025-09-302025-10-14 VEA VANGUARD TAX-MANAGED FDS7.4K shares2.00%2025-09-302025-10-14 BSMR INVESCO EXCH TRD SLF IDX FD17.0K shares0.00%2025-09-302025-10-14 ETN EATON CORP PLC1.1K shares0.47%2025-09-302025-10-14 BKNG BOOKING HOLDINGS INC73 shares0.00%2025-09-302025-10-14 MCD MCDONALDS CORP1.3K shares1.41%2025-09-302025-10-14 VTI VANGUARD INDEX FDS1.2K shares0.00%2025-09-302025-10-14 V VISA INC1.1K shares1.97%2025-09-302025-10-14 LLY ELI LILLY & CO485 shares-6.19%2025-09-302025-10-14 UNH UNITEDHEALTH GROUP INC1.0K shares-9.97%2025-09-302025-10-14 S SENTINELONE INC20.0K shares100.00%2025-09-302025-10-14 GEV GE VERNOVA INC560 shares1.45%2025-09-302025-10-14 DFSV DIMENSIONAL ETF TRUST10.7K shares0.19%2025-09-302025-10-14 SYK STRYKER CORPORATION923 shares0.11%2025-09-302025-10-14 BAC BANK AMERICA CORP6.5K shares1.96%2025-09-302025-10-14 ORCL ORACLE CORP1.1K shares3.39%2025-09-302025-10-14 CVX CHEVRON CORP NEW2.0K shares3.71%2025-09-302025-10-14 SCHE SCHWAB STRATEGIC TR9.2K shares-0.03%2025-09-302025-10-14 MA MASTERCARD INCORPORATED516 shares3.82%2025-09-302025-10-14 BSCQ INVESCO EXCH TRD SLF IDX FD14.9K shares0.00%2025-09-302025-10-14 LRCX LAM RESEARCH CORP2.1K shares1.45%2025-09-302025-10-14 IWM ISHARES TR1.2K shares0.00%2025-09-302025-10-14 SCHB SCHWAB STRATEGIC TR10.9K shares-59.39%2025-09-302025-10-14 IVW ISHARES TR2.3K shares0.00%2025-09-302025-10-14 JNJ JOHNSON & JOHNSON1.4K shares5.39%2025-09-302025-10-14 IJR ISHARES TR2.2K shares-5.07%2025-09-302025-10-14 DFAI DIMENSIONAL ETF TRUST7.0K shares1.31%2025-09-302025-10-14 WHR WHIRLPOOL CORP3.1K shares47.62%2025-09-302025-10-14 HD HOME DEPOT INC593 shares2.95%2025-09-302025-10-14 AMD ADVANCED MICRO DEVICES INC1.5K shares2.07%2025-09-302025-10-14 VOO VANGUARD INDEX FDS390 shares-1.27%2025-09-302025-10-14 IBM INTERNATIONAL BUSINESS MACHS846 shares1.08%2025-09-302025-10-14 BX BLACKSTONE INC1.4K shares1.26%2025-09-302025-10-14 MDT MEDTRONIC PLC2.2K sharesnew addition2025-09-302025-10-14 ENB ENBRIDGE INC4.2K sharesnew addition2025-09-302025-10-14 IWD ISHARES TR998 sharesnew addition2025-09-302025-10-14 OMEX ODYSSEY MARINE EXPL INC42.3K shares20.86%2025-09-302025-10-14 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available