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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

BTS Asset Management, Inc.

Quarter ended Q1 2025 · Filed April 16, 2025 · Accession 0001580642-25-002393

Total Value
$88.6M
Positions
35
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (35)

#IssuerTicker / CUSIPSharesValue% of Filing
1Xtrackers USD High Yield Corporate Bond ETF2330514321,063,231$38.4M43.40%
2SPDR Bloomberg High Yield Bond ETF78468R622164,144$15.6M17.66%
3iShares 7-10 Year Treasury Bond ETF464287440159,620$15.2M17.14%
4iShares Broad USD High Yield Corporate Bond ETF46435U853215,004$7.9M8.94%
5iShares Treasury Floating Rate Bond ETF46434V86018,274$952,7421.08%
6Vanguard Dividend Appreciation ETF9219088443,705$718,7840.81%
7SPDR Blackstone Senior Loan ETF78467V60815,010$617,3620.70%
8JPMorgan Nasdaq Equity Premium Income ETF46654Q20310,375$537,1990.61%
9JPMorgan Equity Premium Income ETF46641Q3329,388$536,4230.61%
10Janus Henderson AAA CLO ETF47103U8459,134$463,2060.52%
11iShares Floating Rate Bond ETF46429B6559,067$462,8560.52%
12iShares TIPS Bond ETF4642871764,165$462,6600.52%
13Chubb Ltd.CB1,500$452,9850.51%
14RenaissanceRe Holdings Ltd.RNR-PG1,873$449,5200.51%
15Vanguard Utilities ETF92204A8761,931$392,7580.44%
16Comcast CorporationCCZ10,085$372,1370.42%
17Altria Group, Inc.MO5,685$341,2140.39%
18Coca-Cola Consolidated, Inc.COKE248$334,8000.38%
19ProShares Trust - ProShares MSCI Europe Dividend Growers ETF74347B5406,285$310,2280.35%
20Invesco CEF Income Composite ETFIVZ16,416$309,4420.35%
21SPDR Portfolio High Yield Bond ETF78468R60613,180$308,6650.35%
22Invesco Senior Loan ETFIVZ14,897$308,3680.35%
23Energy Select Sector SPDR Fund81369Y5063,294$307,8250.35%
24SPDR Gold Shares ETFGLD1,036$298,6000.34%
25Exxon Mobil CorporationXOM2,450$291,4250.33%
26Omnicom Group, Inc.OMC2,739$227,0900.26%
27NVIDIA CorporationNVDA2,068$224,1090.25%
28Meta Platforms, Inc.META405$223,9430.25%
29Lockheed Martin CorporationLMT492$219,7500.25%
30Erie Indemnity Company29530P102522$218,8420.25%
31Chevron CorporationCVX1,303$217,9790.25%
32Snap-on, Inc.SNA646$217,7080.25%
33Hormel Foods CorporationHRL7,036$217,6940.25%
34Vanguard Small-Cap Value ETF9229086111,095$203,9040.23%
35Vanguard Total Bond Market ETF9219378352,738$201,1420.23%