Capital Market Strategies LLC - Portfolio overview

Capital Market Strategies LLC has 138 reported holdings in this dataset, with the latest filing dated 2025-07-02.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. FLOT - ISHARES TR, 9.03%
2. MSFT - MICROSOFT CORP, 8.96%
3. AAPL - APPLE INC, 8.25%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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