American Money Management, LLC has filed its 13F form on February 12, 2025 for Q4 2024 where it was disclosed a total value porftolio of $504 Million distributed in 139 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard with a value of $30.5M, Apple Inc. with a value of $29M, Vanguard Sht Term Corp Bd ETF with a value of $28.9M, Microsoft Corp with a value of $24.5M, and Vanguard Bd Index Fd Inc Inter with a value of $17.4M.
Examining the 13F form we can see an increase of $11.7M in the current position value, from $492M to 504M.
Below you can find more details about American Money Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$504 Million
ETFs: $220 Million
Technology: $93 Million
Financial Services: $44.9 Million
Consumer Cyclical: $39.9 Million
Industrials: $29.9 Million
Consumer Defensive: $22.9 Million
Healthcare: $20.9 Million
Energy: $16.8 Million
Other: $15.4 Million
Stock Holdings Table Market Cap. of $200 Billions or more