Ami Investment Management Inc Reduced Holdings in Q2 2025

Ami Investment Management Inc

  • $347 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
FNDX
Schwab Fundamental U S Large C

ETFs
-66K
- 58.4%
$20.84 - $24.54 $1.38M - $1.62M
47K $1.15M
XLE
Energy Sector Spdr

ETFs
-1.44K
- 2.38%
$76.44 - $94.13 $110K - $136K
59.2K $5.02M
VHT
Vanguard Health Care ETF

ETFs
-225
- 0.75%
$236.71 - $261.92 $53.3K - $58.9K
29.8K $7.39M
AAPL
Apple Inc.

Technology
-564
- 5.24%
$172.42 - $223.89 $97.2K - $126K
10.2K $2.09M
MUB
Ishares National Muni Bond ETF

ETFs
-2.54K
- 39.19%
$102.31 - $105.8 $260K - $269K
3.95K $412K
TJX
Tjx Companies Inc

Consumer Cyclical
-1.61K
- 4.79%
$119.13 - $135.03 $191K - $217K
31.9K $3.94M
GHC
Graham Holdings CO

Consumer Defensive
-110
- 3.58%
$876.56 - $1003.53 $96.4K - $110K
2.96K $2.8M
PEP
Pepsico Inc

Consumer Defensive
-142
- 2.43%
$128.02 - $151.37 $18.2K - $21.5K
5.7K $752K
ALSN
Allison Transmission Holdings Inc

Consumer Cyclical
-350
- 1.15%
$84.41 - $106.28 $29.5K - $37.2K
30.1K $2.86M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-9.97K
- 10.42%
$17.76 - $22.1 $177K - $220K
85.7K $1.89M
KO
Coca Cola CO

Consumer Defensive
-7
- 0.23%
$68.37 - $73.9 $479 - $517
3.01K $213K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
-218
- 7.96%
$65.84 - $80.81 $14.4K - $17.6K
2.52K $201K
Doubleline ETF Trust
-64.3K
- 25.66%
N/A
186K $0
EFA
Ishares Tr Msci Eafe ETF

ETFs
-240
- 6.49%
$72.96 - $90.39 $17.5K - $21.7K
3.46K $309K
COST
Costco Wholesale Corp

Consumer Defensive
-2
- 0.91%
$908.13 - $1056.85 $1.82K - $2.11K
218 $215K
V
Visa Inc.

Financial Services
-181
- 1.15%
$308.27 - $373.31 $55.8K - $67.6K
15.6K $5.52M
WMT
Walmart Inc.

Consumer Defensive
-20
- 0.24%
$81.79 - $99.98 $1.64K - $2K
8.39K $820K
VEA
Vanguard Ftse Developed Market

ETFs
-106
- 0.48%
$45.65 - $57.01 $4.84K - $6.04K
21.8K $1.24M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-3.84K
- 3.81%
$19.1 - $23.83 $73.3K - $91.5K
96.9K $2.31M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-976
- 1.83%
$22.27 - $29.21 $21.7K - $28.5K
52.4K $1.53M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-202
- 2.73%
$456.74 - $568.03 $92.3K - $115K
7.19K $4.09M
RTX
Raytheon Technologies Corp

Industrials
-674
- 1.89%
$113.75 - $148.48 $76.7K - $100K
35K $5.11M
BAC
Bank Of America Corp

Financial Services
-1.33K
- 1.59%
$34.39 - $47.46 $45.6K - $63K
82.2K $3.89M
ORCL
Oracle Corp

Technology
-144
- 2.04%
$122.82 - $218.63 $17.7K - $31.5K
6.9K $1.51M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-11.9K
- 3.59%
$19.6 - $24.44 $234K - $292K
320K $7.83M
JPM
Jpmorgan Chase & CO

Financial Services
-1.56K
- 5.1%
$210.28 - $289.91 $327K - $451K
29K $8.41M
SPY
Spdr S&P 500 ETF Trust

ETFs
-470
- 2.26%
$496.48 - $617.85 $233K - $290K
20.3K $12.6M
META
Meta Platforms, Inc.

Communication Services
-167
- 1.84%
$484.66 - $738.09 $80.9K - $123K
8.89K $6.56M
MSFT
Microsoft Corp

Technology
-182
- 0.78%
$354.56 - $497.45 $64.5K - $90.5K
23.1K $11.5M
Activity Summary
Buys All Purchases 32 New Holdings 5 Increased Positions 27 Sells All Sells 30 Reductions 30 Sold out 0 Options Calls 0 Puts 0
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