American Money Management, LLC has filed its 13F form on May 13, 2025 for Q1 2025 where it was disclosed a total value porftolio of $520 Million distributed in 135 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard with a value of $33.2M, Vanguard Sht Term Corp Bd ETF with a value of $30.6M, Apple Inc. with a value of $25.5M, Microsoft Corp with a value of $22.4M, and Vanguard Bd Index Fd Inc Inter with a value of $18.7M.

Examining the 13F form we can see an increase of $15.9M in the current position value, from $504M to 520M.

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

Portfolio value $520 Million
ETFs: $229 Million
Technology: $85.9 Million
Financial Services: $51.9 Million
Consumer Cyclical: $38.3 Million
Industrials: $35.1 Million
Consumer Defensive: $25 Million
Healthcare: $22 Million
Energy: $18.9 Million
Other: $14 Million

Stock Holdings Table

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

Summary

  • Portfolio
  • No. of Stocks 135
  • Current Value $520 Million
  • Prior Value $504 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 13, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 2 stocks
  • Additional Purchases 57 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 61 stocks
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