Asset Dedication, LLC Q2 2025 Filing

Filed August 19, 2025

Portfolio Value

$1.4B

Holdings

1,180

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (1,180 positions)

StockValue
MAINMAIN STR CAP CORP
$19K
ZTSZOETIS INC
$19K
ALCALCON AG
$19K
ODFLOLD DOMINION FREIGHT LINE IN
$19K
THOTHOR INDS INC
$19K
ALBALBEMARLE CORP
$19K
SPDR INDEX SHS FDS
$19K
JCIJOHNSON CTLS INTL PLC
$19K
EQNREQUINOR ASA
$19K
PSECPROSPECT CAP CORP
$19K
IYHISHARES TR
$19K
AJGGALLAGHER ARTHUR J & CO
$19K
VGSHVANGUARD SCOTTSDALE FDS
$19K
SNPSSYNOPSYS INC
$18K
FXHFIRST TR EXCHANGE TRADED FD
$18K
DC4DEXCOM INC
$18K
AMHAMERICAN HOMES 4 RENT
$18K
ROBTFIRST TR EXCHANGE TRADED FD
$18K
EXTREXTREME NETWORKS
$18K
TROWPRICE T ROWE GROUP INC
$18K
HQYHEALTHEQUITY INC
$18K
ULHUNIVERSAL LOGISTICS HLDGS IN
$18K
DESWISDOMTREE TR
$18K
RYROYAL BK CDA
$18K
FHLCFIDELITY COVINGTON TRUST
$18K
JOBYJOBY AVIATION INC
$18K
VWOBVANGUARD WHITEHALL FDS
$18K
RDDTREDDIT INC
$17K
RPMRPM INTL INC
$17K
CITCINTAS CORP
$17K
BAMBROOKFIELD ASSET MANAGMT LTD
$17K
LVHILEGG MASON ETF INVT
$17K
UALUNITED AIRLS HLDGS INC
$17K
DEODIAGEO PLC
$17K
MUFGMITSUBISHI UFJ FINL GROUP IN
$17K
AIGAMERICAN INTL GROUP INC
$16K
IONQIONQ INC
$16K
DTEDTE ENERGY CO
$16K
DDOGDATADOG INC
$16K
AQLTISHARES TR
$16K
DKSDICKS SPORTING GOODS INC
$16K
CRLCHARLES RIV LABS INTL INC
$16K
BMTABRITISH AMERN TOB PLC
$16K
KMXCARMAX INC
$16K
CNPCENTERPOINT ENERGY INC
$15K
AMEAMETEK INC
$15K
ONONON HLDG AG
$15K
WOMNTIDAL TRUST III
$15K
FTXHFIRST TR EXCHANGE TRADED FD
$15K
UTFCOHEN & STEERS INFRASTRUCTUR
$15K
FLDRFIDELITY MERRIMACK STR TR
$15K
AMGAFFILIATED MANAGERS GROUP IN
$15K
BITQEXCHANGE TRADED CONCEPTS TRU
$15K
RBLXROBLOX CORP
$15K
VTWOVANGUARD SCOTTSDALE FDS
$15K
AZOAUTOZONE INC
$15K
SJMSMUCKER J M CO
$15K
WRBBERKLEY W R CORP
$15K
WQTMWISDOMTREE TR
$14K
CMECME GROUP INC
$14K
WBDWARNER BROS DISCOVERY INC
$14K
ULUNILEVER PLC
$14K
MSCIMSCI INC
$14K
HTGCHERCULES CAPITAL INC
$14K
UNMUNUM GROUP
$14K
CHKPCHECK POINT SOFTWARE TECH LT
$14K
FEFIRSTENERGY CORP
$14K
DFISDIMENSIONAL ETF TRUST
$14K
SPXCSPX TECHNOLOGIES INC
$14K
EXASEXACT SCIENCES CORP
$14K
IBTPISHARES TR
$13K
TTENTOTALENERGIES SE
$13K
HRBBLOCK H & R INC
$13K
FCXFREEPORT-MCMORAN INC
$13K
INSPINSPIRE MED SYS INC
$13K
SUBISHARES TR
$13K
VPUVANGUARD WORLD FD
$13K
GEHCGE HEALTHCARE TECHNOLOGIES I
$13K
PWRQUANTA SVCS INC
$13K
HYLSFIRST TR EXCHANGE-TRADED FD
$13K
PG4PRINCIPAL FINANCIAL GROUP IN
$13K
BUDANHEUSER BUSCH INBEV SA/NV
$13K
IVOGVANGUARD ADMIRAL FDS INC
$12K
TMDXTRANSMEDICS GROUP INC
$12K
NLYANNALY CAPITAL MANAGEMENT IN
$12K
KCESPDR SERIES TRUST
$12K
PDBCINVESCO ACTVELY MNGD ETC FD
$12K
HNDLSTRATEGY SHS
$12K
RFREGIONS FINANCIAL CORP NEW
$12K
CLXCLOROX CO DEL
$12K
POSTPOST HLDGS INC
$12K
CSLCARLISLE COS INC
$12K
MFCMANULIFE FINL CORP
$12K
SPSMSPDR SERIES TRUST
$12K
IUSBISHARES TR
$12K
XYZBLOCK INC
$12K
VEEVVEEVA SYS INC
$12K
XITKSPDR SERIES TRUST
$12K
SPGSIMON PPTY GROUP INC NEW
$12K
MUBISHARES TR
$12K
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