Am Investment Strategies LLC Incresed Positions in Q1 2025

Am Investment Strategies LLC

  • $394 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
14.1K
+ 97.81%
$375.39 - $447.2 $5.29M - $6.3M
28.5K $10.7M
SO
Southern CO

Utilities
8.34K
+ 9.32%
$80.96 - $92.96 $675K - $775K
97.8K $8.99M
RSP
Invesco S&P 500 Equal Weight E

ETFs
4.62K
+ 287.62%
$169.43 - $182.84 $783K - $845K
6.23K $1.08M
NVDA
Nvidia Corp

Technology
15.2K
+ 44.98%
$106.98 - $149.43 $1.63M - $2.28M
49.2K $5.33M
JNJ
Johnson & Johnson

Healthcare
745
+ 4.05%
$142.06 - $167.7 $106K - $125K
19.1K $3.17M
AMGN
Amgen Inc

Healthcare
24
+ 0.29%
$258.59 - $327.36 $6.21K - $7.86K
8.43K $2.63M
BMY
Bristol Myers Squibb CO

Healthcare
933
+ 1.1%
$53.9 - $63.11 $50.3K - $58.9K
86.1K $5.25M
EPD
Enterprise Products Partners L.P.

Energy
2.5K
+ 2.21%
$31.75 - $34.14 $79.4K - $85.4K
116K $3.95M
QQQ
Invesco Qqq Trust, Series 1

ETFs
612
+ 46.54%
$468.34 - $539.52 $287K - $330K
1.93K $903K
C
Citigroup Inc

Financial Services
2.26K
+ 5.65%
$67.23 - $84.63 $152K - $191K
42.3K $3M
LLY
Eli Lilly & CO

Healthcare
101
+ 7.65%
$725.72 - $929.72 $73.3K - $93.9K
1.42K $1.17M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
358
+ 28.17%
$408.78 - $448.82 $146K - $161K
1.63K $683K
ARI
Apollo Commercial Real Estate Finance, Inc.

Real Estate
3.17K
+ 2.84%
$8.57 - $10.13 $27.2K - $32.1K
115K $1.1M
WMT
Walmart Inc.

Consumer Defensive
2.14K
+ 9.6%
$84.5 - $105.05 $181K - $225K
24.5K $2.15M
COST
Costco Wholesale Corp

Consumer Defensive
5
+ 0.15%
$890.62 - $1076.86 $4.45K - $5.38K
3.38K $3.19M
DHR
Danaher Corp

Healthcare
1K
+ 24.24%
$201.62 - $250.59 $202K - $251K
5.13K $1.05M
SPY
Spdr S&P 500 ETF Trust

ETFs
273
+ 14.04%
$551.42 - $612.93 $151K - $167K
2.22K $1.24M
IBM
International Business Machines Corp

Technology
2
+ 0.08%
$217.4 - $264.74 $435 - $529
2.46K $611K
STWD
Starwood Property Trust, Inc.

Real Estate
1.23K
+ 2.17%
$18.41 - $20.53 $22.6K - $25.2K
57.9K $1.14M
DUK
Duke Energy Corp

Utilities
7
+ 0.2%
$105.87 - $121.97 $741 - $854
3.59K $438K
XOM
Exxon Mobil Corp

Energy
223
+ 10.1%
$105.44 - $118.93 $23.5K - $26.5K
2.43K $288K
PLTR
Palantir Technologies Inc.

Technology
80
+ 2.31%
$64.98 - $124.62 $5.2K - $9.97K
3.54K $299K
ATNM
Actinium Pharmaceuticals, Inc.

Healthcare
16.5K
+ 114.06%
$1.06 - $2.12 $17.4K - $34.9K
30.9K $49K
RTX
Raytheon Technologies Corp

Industrials
5
+ 0.27%
$114.1 - $135.66 $571 - $678
1.82K $241K
CSCO
Cisco Systems, Inc.

Technology
9
+ 0.13%
$58.74 - $64.87 $529 - $584
7.14K $440K
FNCL
Fidelity Covington Tr Msci Fin

ETFs
8
+ 0.22%
$66.3 - $74.17 $530 - $593
3.57K $247K
Ge Healthcare Technologies Inc Common Stock
3
+ 0.01%
N/A
23K $0
Fidelity Wise Origin Bitcoin Fund
2.1K
+ 4.87%
N/A
45.2K $0
Ge Vernova Inc Com
100
+ 1.03%
N/A
9.82K $0
FHN
First Horizon Corp

Financial Services
2.62K
+ 2.85%
$17.7 - $22.43 $46.3K - $58.7K
94.5K $1.84M
SLF
Sun Life Financial Inc

Financial Services
17
+ 0.21%
$54.05 - $59.19 $919 - $1.01K
8.09K $463K
IVV
Ishares Core S&P 500 ETF

ETFs
1
+ 0.12%
$554.06 - $615.85 $554 - $616
846 $475K
STT
State Street Corp

Financial Services
4
+ 0.07%
$84.47 - $102.23 $338 - $409
5.59K $500K
MS
Morgan Stanley

Financial Services
1.11K
+ 5.35%
$111.68 - $141.08 $124K - $157K
21.9K $2.56M
AVGO
Broadcom Inc.

Technology
61
+ 5.07%
$167.43 - $244.7 $10.2K - $14.9K
1.26K $211K
SNV
Synovus Financial Corp

Financial Services
140
+ 0.74%
$43.7 - $56.87 $6.12K - $7.96K
19K $885K
PNFP
Pinnacle Financial Partners Inc

Financial Services
12
+ 0.11%
$99.42 - $126.15 $1.19K - $1.51K
11.4K $1.2M
SBCF
Seacoast Banking Corp Of Florida

Financial Services
81
+ 0.13%
$25.31 - $30.02 $2.05K - $2.43K
60.8K $1.56M
CBL
Cbl & Associates Properties Inc

Real Estate
2
+ 0.01%
$26.43 - $33.02 $52.9 - $66
38.7K $1.03M
CAT
Caterpillar Inc

Industrials
45
+ 1.03%
$326.75 - $407.63 $14.7K - $18.3K
4.43K $1.46M
UPS
United Parcel Service Inc

Industrials
1.48K
+ 7.07%
$109.66 - $136.26 $162K - $201K
22.3K $2.46M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
110
+ 1.68%
$165.25 - $224.62 $18.2K - $24.7K
6.67K $1.11M
TFC
Truist Financial Corp

Financial Services
46
+ 0.05%
$39.48 - $48.15 $1.82K - $2.21K
85.6K $3.52M
GS
Goldman Sachs Group Inc

Financial Services
276
+ 1.8%
$524.81 - $672.19 $145K - $186K
15.6K $8.51M
META
Meta Platforms, Inc.

Communication Services
2
+ 0.01%
$576.36 - $736.67 $1.15K - $1.47K
26.1K $15M
APO
Apollo Global Management, Inc.

Financial Services
6.34K
+ 11.19%
$126.01 - $172.06 $799K - $1.09M
63K $8.62M
USB
Us Bancorp \De\

Financial Services
9.51K
+ 4.29%
$40.92 - $50.9 $389K - $484K
231K $9.75M
TSLA
Tesla, Inc.

Consumer Cyclical
8.54K
+ 33.07%
$222.15 - $428.22 $1.9M - $3.66M
34.4K $8.91M
GOOG
Alphabet Inc.

Communication Services
2.44K
+ 2.89%
$156.06 - $207.71 $380K - $506K
86.7K $13.6M
Activity Summary
Buys All Purchases 64 New Holdings 13 Increased Positions 51 Sells All Sells 21 Reductions 21 Sold out 0 Options Calls 0 Puts 0
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