Advanced Asset Management Advisors Inc has filed its 13F form on January 31, 2025 for Q4 2024 where it was disclosed a total value porftolio of $382 Million distributed in 84 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $47.4M, Ishares Core S&P 500 ETF with a value of $40.7M, Microsoft Corp with a value of $14.3M, Alphabet Inc. with a value of $13M, and Apple Inc. with a value of $12.8M.
Examining the 13F form we can see an decrease of $12.2M in the current position value, from $394M to 382M.
Advanced Asset Management Advisors Inc is based out at Dublin, OH
Below you can find more details about Advanced Asset Management Advisors Inc portfolio as well as his latest detailed transactions.
Portfolio value
$382 Million
ETFs: $103 Million
Technology: $72 Million
Industrials: $43.5 Million
Communication Services: $33.4 Million
Consumer Cyclical: $27.3 Million
Financial Services: $27.3 Million
Consumer Defensive: $25.5 Million
Energy: $16.7 Million
Other: $33 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
