IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Cassia Capital Partners, LLC

Q2 2023 Holdings

Filed 2023-07-20 | 60 holdings | $126.8M | 13F-HR | View on SEC ↗ · Holdings Table ↗

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↑Shares% Portfolio
Goldman Sachs ETF TR(GSST)ACES ULTRA SHR381430230$2.0M39,4761.6%
Ishares TR(ACWX)MSCI ACWI EX US464288240$3.2M65,3062.5%
Ishares TR(MTUM)MSCI USA MMENTM46432F396$3.3M23,1312.6%
First TR Exchange Traded FD(FPX)US EQTY OPPT ETF336920103$4.3M49,1823.4%
Ishares TR(GVI)INTRM GOV CR ETF464288612$4.7M45,9223.7%
Spdr Gold TR(GLD)GOLD SHS78463V107$10.2M57,4658.1%
J P Morgan Exchange Traded F(JEPI)EQUITY PREMIUM46641Q332$10.8M194,7718.5%
Ishares TRIBONDS 23 TRM TS46436E882$16.7M671,66813.1%
First TR Exchange-Traded FD(FTSM)FIRST TR ENH NEW33739Q408$16.7M281,06713.2%
Ishares TR(USMV)MSCI USA MIN VOL46429B697$29.2M393,46223.1%
PreviousPage 2 of 2