Advisors Asset Management, Inc. has filed its 13F form on May 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $5.1 Billion distributed in 1494 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Amazon Com Inc with a value of $158M, Apple Inc. with a value of $118M, Microsoft Corp with a value of $109M, Alphabet Inc. with a value of $92.3M, and Meta Platforms, Inc. with a value of $91.9M.
Examining the 13F form we can see an decrease of $130M in the current position value, from $5.23B to 5.1B.
Advisors Asset Management, Inc. is based out at Monument, CO
Below you can find more details about Advisors Asset Management, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$5.1 Billion
Financial Services: $1.19 Billion
Technology: $812 Million
Industrials: $603 Million
Communication Services: $454 Million
Healthcare: $447 Million
Consumer Cyclical: $415 Million
Consumer Defensive: $324 Million
Energy: $251 Million
Other: $591 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
