Advanced Asset Management Advisors Inc Portfolio Holdings

Advanced Asset Management Advisors Inc

  • $374 Million
  • Q3 2025

Advanced Asset Management Advisors Inc has filed its 13F form on October 20, 2025 for Q3 2025 where it was disclosed a total value porftolio of $374 Million distributed in 85 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 $53.5M, Ishares Core S&P 500 ETF with a value of $38.2M, Apple Inc. with a value of $12.5M, Jpmorgan Chase & CO with a value of $12.1M, and Alphabet Inc. with a value of $11.8M.

Examining the 13F form we can see an increase of $4.54M in the current position value, from $369M to 374M.

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 $374 Million
ETFs: $106 Million
Technology: $71.4 Million
Industrials: $38.5 Million
Communication Services: $32.1 Million
Financial Services: $29.8 Million
Consumer Defensive: $25.4 Million
Consumer Cyclical: $18 Million
Energy: $17.7 Million
Other: $34.8 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 85
  • Current Value $374 Million
  • Prior Value $369 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 20, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 1 stocks
  • Additional Purchases 9 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 24 stocks
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