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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.
Latest 13F Filing Activity
Asb Consultores, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 147 equity positions with a total 13F market value of $150M. The fund increased holdings in Vanguard Index FDS, Ishares TR, Global X FDS among other positions. Asb Consultores, LLC reduced exposure to Vanguard Index FDS, Select Sector SPDR TR, Ishares TR among others.
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 |
Industry Allocation
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