American Money Management, LLC has filed its 13F form on August 13, 2025 for Q2 2025 where it was disclosed a total value porftolio of $557 Million distributed in 148 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard with a value of $35.8M, Vanguard Sht Term Corp Bd ETF with a value of $32.6M, Microsoft Corp with a value of $29.7M, Apple Inc. with a value of $23.1M, and Vanguard Bd Index Fd Inc Inter with a value of $20M.

Examining the 13F form we can see an increase of $37.2M in the current position value, from $520M to 557M.

Below you can find more details about American Money Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $557 Million
ETFs: $246 Million
Technology: $101 Million
Financial Services: $57.8 Million
Industrials: $36.9 Million
Consumer Cyclical: $36.1 Million
Consumer Defensive: $25.7 Million
Communication Services: $18.9 Million
Healthcare: $18 Million
Other: $15.9 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 148
  • Current Value $557 Million
  • Prior Value $520 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 13, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 17 stocks
  • Additional Purchases 60 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 54 stocks
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