American Investment Services, Inc. Portfolio Holdings

American Investment Services, Inc.

  • $546 Million
  • Q4 2024

American Investment Services, Inc. has filed its 13F form on March 03, 2025 for Q4 2024 where it was disclosed a total value porftolio of $546 Million distributed in 157 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $43.3M, Dimensional ETF Tr U S Equity with a value of $40.8M, World Gold Trust with a value of $38M, Dimensional ETF Tr Us Marketwi with a value of $36.2M, and Vanguard Whitehall Fds Intl Hi with a value of $18.4M.

Examining the 13F form we can see an decrease of $13.2M in the current position value, from $559M to 546M.

Below you can find more details about American Investment Services, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $546 Million
ETFs: $422 Million
Communication Services: $28.9 Million
Financial Services: $20.6 Million
Technology: $19 Million
Basic Materials: $9.16 Million
Consumer Defensive: $7.38 Million
Energy: $7.04 Million
Industrials: $6.98 Million
Other: $15.1 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

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

Summary

  • Portfolio
  • No. of Stocks 157
  • Current Value $546 Million
  • Prior Value $559 Million
  • Filing
  • Period Q4 2024
  • Filing Date March 03, 2025
  • Form Type 13F-HR/A
  • Activity in Q4 2024
  • New Purchases 5 stocks
  • Additional Purchases 60 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 54 stocks
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