Asset Management Resources, LLC has filed its 13F form on January 24, 2024 for Q4 2023 where it was disclosed a total value porftolio of $169 Million distributed in 59 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Jp Morgan ETF Tr Ultra Short I with a value of $42.5M, Spdr Portfolio S&P 1500 Compos with a value of $31.9M, Vanguard Emerging Mkts Govt Bd with a value of $12.6M, Ishares Msci Usa Min Vol Facto with a value of $11.3M, and Spdr Portfolio Aggregate Bond with a value of $9.59M.

Examining the 13F form we can see an increase of $8.24M in the current position value, from $161M to 169M.

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

Portfolio value $169 Million
ETFs: $156 Million
Technology: $3.29 Million
Consumer Cyclical: $1.79 Million
Financial Services: $1.72 Million
Communication Services: $1.62 Million
Consumer Defensive: $759,000
Industrials: $643,000
Healthcare: $631,000
Other: $1.66 Million

Stock Holdings Table

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

Summary

  • Portfolio
  • No. of Stocks 59
  • Current Value $169 Million
  • Prior Value $161 Million
  • Filing
  • Period Q4 2023
  • Filing Date January 24, 2024
  • Form Type 13F-HR
  • Activity in Q4 2023
  • New Purchases 7 stocks
  • Additional Purchases 8 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 39 stocks
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