American Money Management
Latest statistics and disclosures from American Money Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VGSH, AAPL, VCSH, MSFT, VEA, and represent 24.24% of American Money Management's stock portfolio.
- Added to shares of these 10 stocks: Blackrock (+$6.9M), QUAL, VGSH, JCPB, BIV, VCSH, XLK, MAR, IJR, GE.
- Started 5 new stock positions in Blackrock, AMD, RTX, QUAL, FI.
- Reduced shares in these 10 stocks: , SDY, XLE, AAPL, JPST, VOO, JPM, TPL, LEN, INTU.
- Sold out of its position in BLK.
- American Money Management was a net buyer of stock by $8.3M.
- American Money Management has $500M in assets under management (AUM), dropping by 6.80%.
- Central Index Key (CIK): 0001600085
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Portfolio Holdings for American Money Management
American Money Management holds 137 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Short-Term Treasury ETF Etf (VGSH) | 5.5 | $28M | +8% | 468k | 59.02 |
|
| Apple (AAPL) | 5.5 | $28M | -2% | 118k | 233.00 |
|
| Vanguard Short-Term Corporate Bond ETF Etf (VCSH) | 5.5 | $27M | +3% | 345k | 79.42 |
|
| Microsoft Corporation (MSFT) | 4.3 | $21M | 50k | 430.30 |
|
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| Vanguard FTSE Developed Markets Etf (VEA) | 3.5 | $17M | +2% | 328k | 52.81 |
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| Vanguard Intermediate Term Bond Etf (BIV) | 3.3 | $17M | +7% | 214k | 78.37 |
|
| JPMorgan Core Plus Bond ETF Etf (JCPB) | 3.1 | $15M | +9% | 320k | 48.24 |
|
| Ishares 0-5 Year Tips Etf (STIP) | 2.3 | $11M | +2% | 112k | 101.32 |
|
| Costco Wholesale Corporation (COST) | 2.2 | $11M | 12k | 886.55 |
|
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| Texas Pacific Land Corp (TPL) | 2.1 | $11M | -2% | 12k | 884.78 |
|
| MasterCard Incorporated (MA) | 2.0 | $10M | 21k | 493.79 |
|
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| Schwab US LargeCap ETF Etf (SCHX) | 2.0 | $9.9M | +4% | 146k | 67.85 |
|
| JPMorgan Emerging Markets ETF Etf (JPEM) | 2.0 | $9.8M | +7% | 173k | 56.63 |
|
| SPDR MSCI USA StrategicFactors ETF Etf (QUS) | 1.9 | $9.7M | +5% | 62k | 157.55 |
|
| Visa (V) | 1.9 | $9.3M | 34k | 274.95 |
|
|
| Vanguard Total Stock Mkt Etf (VTI) | 1.8 | $9.2M | 33k | 283.16 |
|
|
| Home Depot (HD) | 1.8 | $8.8M | 22k | 405.19 |
|
|
| JPMorgan Chase & Co. (JPM) | 1.7 | $8.7M | -4% | 41k | 210.86 |
|
| Intuit (INTU) | 1.7 | $8.5M | -2% | 14k | 621.00 |
|
| Lockheed Martin Corporation (LMT) | 1.6 | $8.1M | 14k | 584.57 |
|
|
| Abbvie (ABBV) | 1.6 | $8.0M | 41k | 197.48 |
|
|
| Broadridge Financial Solutions (BR) | 1.5 | $7.3M | 34k | 215.03 |
|
|
| iShares S&P SmallCap 600 Idx Etf (IJR) | 1.4 | $7.0M | +13% | 60k | 116.96 |
|
| Blackrock | 1.4 | $6.9M | NEW | 7.3k | 949.51 |
|
| Northrop Grumman Corporation (NOC) | 1.4 | $6.8M | 13k | 528.07 |
|
|
| Schwab US MidCap ETF Etf (SCHM) | 1.3 | $6.7M | +4% | 81k | 83.09 |
|
| McDonald's Corporation (MCD) | 1.3 | $6.5M | 21k | 304.51 |
|
|
| Philip Morris International (PM) | 1.3 | $6.4M | +2% | 53k | 121.40 |
|
| A S M L Holding Nv Adr (ASML) | 1.3 | $6.4M | +7% | 7.7k | 833.25 |
|
| Union Pacific Corporation (UNP) | 1.3 | $6.3M | 26k | 246.48 |
|
|
| SPDR S&P Dividend Etf (SDY) | 1.2 | $5.9M | -30% | 42k | 142.04 |
|
| Marriott International (MAR) | 1.1 | $5.7M | +18% | 23k | 248.60 |
|
| Paychex (PAYX) | 1.1 | $5.7M | 43k | 134.19 |
|
|
| Johnson & Johnson (JNJ) | 1.1 | $5.6M | 34k | 162.06 |
|
|
| Domino's Pizza (DPZ) | 1.0 | $5.2M | 12k | 430.13 |
|
|
| Alphabet Inc Class A cs (GOOGL) | 1.0 | $5.2M | 31k | 165.85 |
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| Starbucks Corporation (SBUX) | 1.0 | $5.1M | 53k | 97.49 |
|
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| Charles Schwab Corporation (SCHW) | 1.0 | $5.1M | -3% | 79k | 64.81 |
|
| Qualcomm (QCOM) | 0.9 | $4.6M | 27k | 170.05 |
|
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| Pepsi (PEP) | 0.9 | $4.4M | 26k | 170.05 |
|
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| Berkshire Hathaway (BRK.B) | 0.9 | $4.4M | 9.6k | 460.26 |
|
|
| Eli Lilly & Co. (LLY) | 0.8 | $4.2M | 4.8k | 885.97 |
|
|
| Technology Select SPDR Etf (XLK) | 0.8 | $4.1M | +30% | 18k | 225.76 |
|
| Spdr S&P 500 Value Etf Etf (SPYV) | 0.8 | $4.1M | +3% | 77k | 52.86 |
|
| Amazon (AMZN) | 0.7 | $3.7M | -2% | 20k | 186.33 |
|
| Thermo Fisher Scientific (TMO) | 0.7 | $3.3M | 5.4k | 618.55 |
|
|
| NVIDIA Corporation (NVDA) | 0.6 | $3.2M | +6% | 26k | 121.44 |
|
| General Electric (GE) | 0.6 | $3.1M | +32% | 17k | 188.58 |
|
| Vanguard CRSP US Mid Cap Index Etf (VO) | 0.6 | $2.8M | 11k | 263.84 |
|
|
| Facebook Inc cl a (META) | 0.6 | $2.8M | +2% | 4.9k | 572.39 |
|
| iShares Edge MSCI USA Quality Factor ETF Etf (QUAL) | 0.6 | $2.8M | NEW | 16k | 179.30 |
|
| iShares DJ International Select Div Index Etf (IDV) | 0.6 | $2.8M | 91k | 30.23 |
|
|
| S&p Global (SPGI) | 0.5 | $2.5M | 4.9k | 516.62 |
|
|
| Nxp Semiconductors N V (NXPI) | 0.5 | $2.4M | -3% | 9.8k | 240.01 |
|
| Intercontinental Exchange (ICE) | 0.5 | $2.3M | 14k | 160.64 |
|
|
| PowerShares QQQ Trust Etf (QQQ) | 0.4 | $2.1M | +5% | 4.4k | 488.01 |
|
| Applied Materials (AMAT) | 0.4 | $2.1M | -3% | 10k | 202.05 |
|
| iShares 0-5 Year Invmt Grade Corp Bd ETF Etf (SLQD) | 0.4 | $2.0M | -6% | 40k | 50.43 |
|
| Cheniere Energy (LNG) | 0.4 | $2.0M | -4% | 11k | 179.84 |
|
| Wells Fargo & Company (WFC) | 0.4 | $2.0M | 35k | 56.49 |
|
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| Texas Instruments Incorporated (TXN) | 0.3 | $1.6M | 7.7k | 206.57 |
|
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| Alphabet Inc Class C cs (GOOG) | 0.3 | $1.5M | -7% | 9.3k | 167.18 |
|
| UnitedHealth (UNH) | 0.2 | $1.2M | -2% | 2.1k | 584.59 |
|
| Vanguard Russell 1000 Growth ETF Etf (VONG) | 0.2 | $1.2M | -5% | 13k | 96.52 |
|
| Palo Alto Networks (PANW) | 0.2 | $1.2M | 3.4k | 341.80 |
|
|
| Vanguard Large-Cap ETF Etf (VV) | 0.2 | $1.0M | 3.9k | 263.26 |
|
|
| Vanguard Small Cap Etf (VB) | 0.2 | $1.0M | 4.3k | 237.21 |
|
|
| Lennar Corporation (LEN) | 0.2 | $945k | -16% | 5.0k | 187.48 |
|
| Norfolk Southern (NSC) | 0.2 | $945k | 3.8k | 248.51 |
|
|
| S&P MidCap 400 SPDRs Etf (MDY) | 0.2 | $874k | 1.5k | 569.66 |
|
|
| J P Morgan Exchange Traded F ultra shrt (JPST) | 0.2 | $863k | -45% | 17k | 50.74 |
|
| iShares iBonds Dec 2025 Term Corp ETF Etf (IBDQ) | 0.2 | $824k | -13% | 33k | 25.10 |
|
| Vanguard SmCap Value ETF Etf (VBR) | 0.2 | $803k | -4% | 4.0k | 200.78 |
|
| Target Corporation (TGT) | 0.2 | $803k | -4% | 5.2k | 155.87 |
|
| Vanguard Value ETF Etf (VTV) | 0.2 | $800k | 4.6k | 174.55 |
|
|
| CHECK POINT SOFTWARE Technolog Com Stk (CHKP) | 0.2 | $798k | -2% | 4.1k | 192.81 |
|
| SPDR Portfolio Large Cap ETF Etf (SPLG) | 0.2 | $782k | 12k | 67.51 |
|
|
| Vanguard Dividend Apprciation Index Etf (VIG) | 0.2 | $767k | +7% | 3.9k | 198.06 |
|
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.2 | $767k | +29% | 2.0k | 389.12 |
|
| Discover Financial Services (DFS) | 0.1 | $717k | 5.1k | 140.29 |
|
|
| SPDR S&P Dep Rcpt Etf (SPY) | 0.1 | $696k | -2% | 1.2k | 573.76 |
|
| 1/100 Berkshire Htwy Cla 100 | 0.1 | $691k | 100.00 | 6911.80 |
|
|
| Vanguard 500 ETF Etf (VOO) | 0.1 | $682k | -40% | 1.3k | 527.55 |
|
| iShares S&P MidCap 400 Idx Etf (IJH) | 0.1 | $680k | 11k | 62.32 |
|
|
| Vanguard Total World Etf (VT) | 0.1 | $676k | 5.6k | 119.71 |
|
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| JPMorgan Equity Premium Income ETF Etf (JEPI) | 0.1 | $662k | -7% | 11k | 59.51 |
|
| iShares iBonds Dec 2024 Term Corp ETF Etf (IBDP) | 0.1 | $648k | -10% | 26k | 25.21 |
|
| iShares Russell 1000 Growth Idx Etf (IWF) | 0.1 | $608k | 1.6k | 375.49 |
|
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| Vanguard Health Care Etf (VHT) | 0.1 | $603k | 2.1k | 282.20 |
|
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| Cisco Systems (CSCO) | 0.1 | $569k | -12% | 11k | 53.22 |
|
| Vanguard US MidCap Value Index Etf (VOE) | 0.1 | $569k | 3.4k | 167.68 |
|
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| Caterpillar (CAT) | 0.1 | $545k | -3% | 1.4k | 391.10 |
|
| Chevron Corporation (CVX) | 0.1 | $534k | +183% | 3.6k | 147.27 |
|
| Taiwan Semiconductor Adr (TSM) | 0.1 | $484k | +2% | 2.8k | 173.67 |
|
| Micron Technology (MU) | 0.1 | $479k | +2% | 4.6k | 103.71 |
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| Yum! Brands (YUM) | 0.1 | $455k | 3.3k | 139.71 |
|
|
| WisdomTree Dynamic Ccy Hdgd Intl Eq ETF Etf (DDWM) | 0.1 | $449k | -4% | 13k | 35.86 |
|
| Vanguard Short Term Bond Etf (BSV) | 0.1 | $434k | -10% | 5.5k | 78.69 |
|
| Tesla Motors (TSLA) | 0.1 | $432k | -9% | 1.7k | 261.63 |
|
| iShares iBonds Dec 2027 Term Corp ETF Etf (IBDS) | 0.1 | $425k | 17k | 24.37 |
|
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| Aberdeen Swiss Gold Trust Etf (SGOL) | 0.1 | $419k | 17k | 25.13 |
|
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| iShares Morningstar Mid-Cap Growth ETF Etf (IMCG) | 0.1 | $414k | 5.7k | 72.97 |
|
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| TJX Companies (TJX) | 0.1 | $404k | 3.4k | 117.54 |
|
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| Vanguard Consumer Staples ETF Etf (VDC) | 0.1 | $401k | 1.8k | 218.47 |
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| Honeywell International (HON) | 0.1 | $400k | 1.9k | 206.71 |
|
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| SPDR Portfolio Mid Cap ETF Etf (SPMD) | 0.1 | $380k | 6.9k | 54.68 |
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| Walt Disney Company (DIS) | 0.1 | $376k | -17% | 3.9k | 96.19 |
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| Schw US Brd Mkt Etf Etf (SCHB) | 0.1 | $376k | 5.7k | 66.52 |
|
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| Cirrus Logic (CRUS) | 0.1 | $373k | 3.0k | 124.21 |
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| Vanguard MSCI US SmCap Growth Etf (VBK) | 0.1 | $365k | 1.4k | 267.46 |
|
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| Broadcom (AVGO) | 0.1 | $354k | +951% | 2.1k | 172.53 |
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| Williams-Sonoma (WSM) | 0.1 | $351k | +100% | 2.3k | 154.90 |
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| Exxon Mobil Corporation (XOM) | 0.1 | $337k | -9% | 2.9k | 117.22 |
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| Duke Energy (DUK) | 0.1 | $336k | 2.9k | 115.30 |
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| Vanguard High Dividend Yield Etf (VYM) | 0.1 | $327k | -3% | 2.5k | 128.22 |
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| iShares Russell Midcap Value Idx Etf (IWS) | 0.1 | $326k | 2.5k | 132.25 |
|
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| WisdomTree Floating Rate Treasury ETF Etf (USFR) | 0.1 | $318k | -25% | 6.3k | 50.22 |
|
| Lowe's Companies (LOW) | 0.1 | $316k | -4% | 1.2k | 270.85 |
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| iShares S&P 500 Idx Etf (IVV) | 0.1 | $302k | +4% | 523.00 | 576.66 |
|
| Schwab US LargeCap Growth ETFA Etf (SCHG) | 0.1 | $291k | 2.8k | 104.17 |
|
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| Vanguard REIT Etf (VNQ) | 0.1 | $284k | -5% | 2.9k | 97.43 |
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| Merck & Co (MRK) | 0.1 | $277k | 2.4k | 113.55 |
|
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| ProShares S&P MidCap 400 Dividend Arst Etf (REGL) | 0.1 | $277k | -8% | 3.4k | 81.78 |
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| Sap Se Adr (SAPGF) | 0.1 | $276k | 1.2k | 227.59 |
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| Vanguard Growth ETF Etf (VUG) | 0.1 | $275k | +18% | 717.00 | 383.91 |
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| Advanced Micro Devices (AMD) | 0.1 | $265k | NEW | 1.6k | 164.08 |
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| Bank of America Corporation (BAC) | 0.1 | $254k | 6.4k | 39.68 |
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| iShares iBonds Dec 2026 Term Corp ETF Etf (IBDR) | 0.1 | $251k | -18% | 10k | 24.30 |
|
| Procter & Gamble Company (PG) | 0.0 | $249k | +2% | 1.4k | 173.15 |
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| iShares Russell Midcap Idx Etf (IWR) | 0.0 | $247k | 2.8k | 88.14 |
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| Toyota Motor Adr (TM) | 0.0 | $243k | +2% | 1.4k | 178.56 |
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| Energy Select Sector SPDR ETF Etf (XLE) | 0.0 | $238k | -89% | 2.7k | 87.80 |
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| Fiserv (FI) | 0.0 | $235k | NEW | 1.3k | 179.65 |
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| Enbridge (ENB) | 0.0 | $235k | 5.8k | 40.61 |
|
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| Raytheon Technologies Corp (RTX) | 0.0 | $233k | NEW | 1.9k | 121.16 |
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| SPDR S&P 600 Small Cap Growth ETF Etf (SLYG) | 0.0 | $232k | -3% | 2.5k | 93.11 |
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| iShares Core Dividend Growth ETF Etf (DGRO) | 0.0 | $230k | -4% | 3.7k | 62.68 |
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Past Filings by American Money Management
SEC 13F filings are viewable for American Money Management going back to 2013
- American Money Management 2024 Q3 filed Nov. 12, 2024
- American Money Management 2024 Q2 filed Aug. 13, 2024
- American Money Management 2024 Q1 filed May 9, 2024
- American Money Management 2023 Q3 filed Nov. 13, 2023
- American Money Management 2023 Q2 filed Aug. 8, 2023
- American Money Management 2023 Q1 filed May 10, 2023
- American Money Management 2022 Q4 filed Feb. 10, 2023
- American Money Management 2022 Q3 filed Nov. 10, 2022
- American Money Management 2022 Q2 filed Aug. 2, 2022
- American Money Management 2022 Q1 filed May 12, 2022
- American Money Management 2021 Q4 filed Feb. 11, 2022
- American Money Management 2021 Q3 filed Nov. 12, 2021
- American Money Management 2021 Q2 filed Aug. 10, 2021
- American Money Management 2021 Q1 filed May 12, 2021
- American Money Management 2020 Q4 filed Feb. 10, 2021
- American Money Management 2020 Q3 filed Nov. 12, 2020