Csenge Advisory Group
Csenge Advisory Group is a Clearwater, Florida-based independent registered investment adviser founded in 2000 by John L. Csenge. The firm offers comprehensive financial planning, investment management, and consulting services to non-high-net-worth and high-net-worth individuals, charitable organizations, corporations, and business entities. With approximately 85 employees and a network of independent advisory representatives, Csenge Advisory Group is known for its client-focused service, broad asset allocation models, and fiduciary approach.
Investment Strategy
Csenge Advisory Group provides customized asset allocation and investment management services through a suite of 14 proprietary models, adapting client portfolios based on goals, objectives, risk tolerance, and time horizon. The firm emphasizes fundamental and technical analysis, as well as a relative strength methodology designed to reduce portfolio volatility and enhance total return. Investment vehicles primarily include equities, mutual funds, and ETFs. Client portfolios are periodically adjusted to remain aligned with changing financial circumstances and market conditions, and the firm does not charge performance-based fees.
Top Holdings
Equity Positions (667)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPY | SPDR S&P 500 ETF TR | 6.14% | $116.7M | 197,959 | $327.21 | $617.85 | +$13.3M |
R RSP | INVESCO EXCHANGE TRADED FD T | 5.53% | $105.1M | 595,494 | $128.99 | $181.74 | +$9.1M |
F FTSM | FIRST TR EXCHANGE-TRADED FD | 4.93% | $93.7M | 1,566,530 | $59.78 | $59.87 | +$22.7M |
F FDL | FIRST TR EXCHANGE-TRADED FD | 3.92% | $74.6M | 1,783,853 | $35.02 | $41.87 | +$3.5M |
Q QQQ | INVESCO QQQ TR | 3.70% | $70.2M | 135,310 | $288.93 | $551.64 | +$10.3M |