Asb Consultores, LLC
ASB Consultores, LLC is a registered investment adviser headquartered in Aventura, Florida, United States. Founded in Florida, the firm manages investment portfolios with a focus on high net worth individuals. With a reported employee count of 1, ASB Consultores operates as an independent boutique, offering personalized investment advice and discretionary portfolio management services.
Investment Strategy
ASB Consultores, LLC provides discretionary investment management, specializing in building customized portfolios for high net worth clients. Their strategy focuses on direct investments in public equities and ETFs, emphasizing diversification across sectors and geographies. The firm's investment philosophy centers on long-term capital appreciation through strategic selection of growth and quality assets, utilizing a research-driven process to identify value and risk-adjusted returns.
Top Holdings
Equity Positions (147)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPY | SPDR S&P 500 ETF TR | 15.66% | $23.4M | 37,938 | $502.76 | $617.85 | +$562.6K |
V VO | VANGUARD INDEX FDS | 8.85% | $13.3M | 47,373 | $279.83 | $279.83 | +$13.3M |
S SPHQ | INVESCO EXCHANGE TRADED FD T | 6.64% | $9.9M | 139,567 | $66.34 | $71.26 | +$686.7K |
Q QUAL | ISHARES TR | 6.25% | $9.4M | 51,216 | $134.62 | $182.82 | +$611.0K |
M MLPX | GLOBAL X FDS | 3.31% | $5.0M | 79,056 | $60.56 | $62.66 | -$90.9K |