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, BIV, and represent 25.41% of American Money Management's stock portfolio.
- Added to shares of these 10 stocks: SCHX (+$6.9M), SCHM, META, MSFT, VGSH, JCPB, VCSH, BIV, HD, STIP.
- Started 7 new stock positions in WMT, EPD, F, ET, ADP, PFE, ORCL.
- Reduced shares in these 10 stocks: SCHW (-$5.1M), Ishares Tr ibnd dec24 etf, AAPL, IBDS, TPL, JPST, IBDQ, AMD, IBDR, TSLA.
- Sold out of its positions in AMD, Ishares Tr ibnd dec24 etf, IBDR, IBDS, RTX.
- American Money Management was a net buyer of stock by $26M.
- American Money Management has $513M in assets under management (AUM), dropping by 2.46%.
- Central Index Key (CIK): 0001600085
Tip: Access up to 7 years of quarterly data
Positions held by American Money Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for American Money Management
American Money Management holds 139 positions in its portfolio as reported in the December 2024 quarterly 13F filing
Company (Ticker) |
Portfolio Weight |
Valued At |
Change in Shares |
Share Count |
Share Price |
|
|---|---|---|---|---|---|---|
| Vanguard Short-Term Treasury ETF Etf (VGSH) | 6.0 | $31M | +12% | 525k | 58.18 |
|
| Apple (AAPL) | 5.6 | $29M | -2% | 116k | 250.42 |
|
| Vanguard Short-Term Corporate Bond ETF Etf (VCSH) | 5.6 | $29M | +7% | 370k | 78.01 |
|
| Microsoft Corporation (MSFT) | 4.8 | $25M | +16% | 58k | 421.50 |
|
| Vanguard Intermediate Term Bond Etf (BIV) | 3.4 | $17M | +8% | 232k | 74.73 |
|
| JPMorgan Core Plus Bond ETF Etf (JCPB) | 3.3 | $17M | +15% | 370k | 46.07 |
|
| Vanguard FTSE Developed Markets Etf (VEA) | 3.1 | $16M | 333k | 47.82 |
|
|
| Texas Pacific Land Corp (TPL) | 2.5 | $13M | -3% | 12k | 1105.94 |
|
| Ishares 0-5 Year Tips Etf (STIP) | 2.4 | $12M | +7% | 120k | 100.60 |
|
| Costco Wholesale Corporation (COST) | 2.2 | $11M | 12k | 916.25 |
|
|
| MasterCard Incorporated (MA) | 2.1 | $11M | 21k | 526.57 |
|
|
| Visa (V) | 2.1 | $11M | 34k | 316.04 |
|
|
| Schwab US LargeCap ETF Etf (SCHX) | 2.0 | $10M | +204% | 444k | 23.18 |
|
| SPDR MSCI USA StrategicFactors ETF Etf (QUS) | 1.9 | $9.8M | +2% | 63k | 154.85 |
|
| JPMorgan Chase & Co. (JPM) | 1.9 | $9.7M | 41k | 239.71 |
|
|
| Vanguard Total Stock Mkt Etf (VTI) | 1.8 | $9.5M | 33k | 289.81 |
|
|
| JPMorgan Emerging Markets ETF Etf (JPEM) | 1.8 | $9.5M | +5% | 182k | 51.88 |
|
| Home Depot (HD) | 1.8 | $9.3M | +10% | 24k | 388.99 |
|
| Intuit (INTU) | 1.7 | $8.5M | 14k | 628.51 |
|
|
| Blackrock (BLK) | 1.5 | $7.7M | +3% | 7.6k | 1025.14 |
|
| Broadridge Financial Solutions (BR) | 1.5 | $7.7M | 34k | 226.09 |
|
|
| Abbvie (ABBV) | 1.4 | $7.3M | 41k | 177.70 |
|
|
| iShares S&P SmallCap 600 Idx Etf (IJR) | 1.4 | $7.1M | +2% | 62k | 115.22 |
|
| Facebook Inc cl a (META) | 1.4 | $6.9M | +141% | 12k | 585.49 |
|
| Schwab US MidCap ETF Etf (SCHM) | 1.3 | $6.8M | +204% | 246k | 27.71 |
|
| Lockheed Martin Corporation (LMT) | 1.3 | $6.7M | 14k | 485.95 |
|
|
| Marriott International (MAR) | 1.3 | $6.4M | 23k | 278.93 |
|
|
| Philip Morris International (PM) | 1.2 | $6.4M | 53k | 120.35 |
|
|
| McDonald's Corporation (MCD) | 1.2 | $6.2M | 21k | 289.89 |
|
|
| Northrop Grumman Corporation (NOC) | 1.2 | $6.1M | 13k | 469.29 |
|
|
| Paychex (PAYX) | 1.2 | $6.0M | 43k | 140.22 |
|
|
| Union Pacific Corporation (UNP) | 1.2 | $5.9M | 26k | 228.04 |
|
|
| Alphabet Inc Class A cs (GOOGL) | 1.2 | $5.9M | 31k | 189.30 |
|
|
| SPDR S&P Dividend Etf (SDY) | 1.1 | $5.6M | +2% | 43k | 132.10 |
|
| A S M L Holding Nv Adr (ASML) | 1.1 | $5.4M | 7.8k | 693.08 |
|
|
| Johnson & Johnson (JNJ) | 1.1 | $5.4M | +9% | 37k | 144.62 |
|
| Domino's Pizza (DPZ) | 1.0 | $5.2M | 12k | 419.75 |
|
|
| Starbucks Corporation (SBUX) | 0.9 | $4.8M | 53k | 91.25 |
|
|
| Technology Select SPDR Etf (XLK) | 0.9 | $4.4M | +4% | 19k | 232.52 |
|
| Amazon (AMZN) | 0.8 | $4.3M | 20k | 219.39 |
|
|
| Berkshire Hathaway (BRK.B) | 0.8 | $4.3M | 9.4k | 453.28 |
|
|
| Qualcomm (QCOM) | 0.8 | $4.2M | 27k | 153.62 |
|
|
| Pepsi (PEP) | 0.8 | $4.1M | +2% | 27k | 152.06 |
|
| Spdr S&P 500 Value Etf Etf (SPYV) | 0.8 | $3.9M | -2% | 76k | 51.14 |
|
| Eli Lilly & Co. (LLY) | 0.7 | $3.7M | 4.8k | 772.03 |
|
|
| NVIDIA Corporation (NVDA) | 0.7 | $3.5M | 26k | 134.29 |
|
|
| iShares Edge MSCI USA Quality Factor ETF Etf (QUAL) | 0.6 | $3.2M | +16% | 18k | 178.08 |
|
| General Electric (GE) | 0.6 | $2.9M | +3% | 17k | 166.79 |
|
| Thermo Fisher Scientific (TMO) | 0.5 | $2.8M | 5.4k | 520.22 |
|
|
| Vanguard CRSP US Mid Cap Index Etf (VO) | 0.5 | $2.8M | 11k | 264.12 |
|
|
| Wells Fargo & Company (WFC) | 0.5 | $2.6M | +6% | 37k | 70.24 |
|
| iShares DJ International Select Div Index Etf (IDV) | 0.5 | $2.6M | +2% | 93k | 27.38 |
|
| S&p Global (SPGI) | 0.5 | $2.5M | 4.9k | 498.04 |
|
|
| Cheniere Energy (LNG) | 0.5 | $2.4M | 11k | 214.87 |
|
|
| PowerShares QQQ Trust Etf (QQQ) | 0.4 | $2.2M | 4.3k | 511.23 |
|
|
| Intercontinental Exchange (ICE) | 0.4 | $2.1M | 14k | 149.01 |
|
|
| Nxp Semiconductors N V (NXPI) | 0.4 | $2.0M | 9.7k | 207.85 |
|
|
| iShares 0-5 Year Invmt Grade Corp Bd ETF Etf (SLQD) | 0.4 | $1.9M | -4% | 38k | 49.74 |
|
| Alphabet Inc Class C cs (GOOG) | 0.3 | $1.8M | 9.2k | 190.44 |
|
|
| Applied Materials (AMAT) | 0.3 | $1.7M | 10k | 162.63 |
|
|
| Texas Instruments Incorporated (TXN) | 0.3 | $1.5M | +4% | 8.0k | 187.51 |
|
| UnitedHealth (UNH) | 0.2 | $1.2M | +15% | 2.4k | 505.79 |
|
| Palo Alto Networks (PANW) | 0.2 | $1.1M | +86% | 6.3k | 181.96 |
|
| Vanguard Russell 1000 Growth ETF Etf (VONG) | 0.2 | $1.1M | -12% | 11k | 103.30 |
|
| Vanguard Large-Cap ETF Etf (VV) | 0.2 | $1.1M | 4.0k | 269.69 |
|
|
| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.2 | $953k | +11% | 2.2k | 434.93 |
|
| Vanguard Small Cap Etf (VB) | 0.2 | $950k | -7% | 4.0k | 240.29 |
|
| Discover Financial Services (DFS) | 0.2 | $885k | 5.1k | 173.23 |
|
|
| Norfolk Southern (NSC) | 0.2 | $881k | 3.8k | 234.71 |
|
|
| S&P MidCap 400 SPDRs Etf (MDY) | 0.2 | $874k | 1.5k | 569.58 |
|
|
| Charles Schwab Corporation (SCHW) | 0.2 | $811k | -86% | 11k | 74.01 |
|
| Vanguard SmCap Value ETF Etf (VBR) | 0.2 | $779k | 3.9k | 198.19 |
|
|
| CHECK POINT SOFTWARE Technolog Com Stk (CHKP) | 0.2 | $774k | 4.1k | 186.70 |
|
|
| SPDR Portfolio Large Cap ETF Etf (SPLG) | 0.1 | $762k | -4% | 11k | 68.94 |
|
| Vanguard Value ETF Etf (VTV) | 0.1 | $750k | -3% | 4.4k | 169.31 |
|
| Cisco Systems (CSCO) | 0.1 | $717k | +13% | 12k | 59.20 |
|
| Target Corporation (TGT) | 0.1 | $698k | 5.2k | 135.19 |
|
|
| JPMorgan Equity Premium Income ETF Etf (JEPI) | 0.1 | $695k | +8% | 12k | 57.53 |
|
| Vanguard 500 ETF Etf (VOO) | 0.1 | $691k | 1.3k | 538.80 |
|
|
| 1/100 Berkshire Htwy Cla 100 | 0.1 | $681k | 100.00 | 6809.20 |
|
|
| SPDR S&P Dep Rcpt Etf (SPY) | 0.1 | $666k | -6% | 1.1k | 586.08 |
|
| iShares Russell 1000 Growth Idx Etf (IWF) | 0.1 | $648k | 1.6k | 401.69 |
|
|
| iShares S&P MidCap 400 Idx Etf (IJH) | 0.1 | $641k | -5% | 10k | 62.31 |
|
| Vanguard Total World Etf (VT) | 0.1 | $637k | -3% | 5.4k | 117.49 |
|
| Vanguard Dividend Apprciation Index Etf (VIG) | 0.1 | $618k | -18% | 3.2k | 195.84 |
|
| Bank of America Corporation (BAC) | 0.1 | $557k | +97% | 13k | 43.95 |
|
| Taiwan Semiconductor Adr (TSM) | 0.1 | $550k | 2.8k | 197.49 |
|
|
| Vanguard US MidCap Value Index Etf (VOE) | 0.1 | $543k | 3.4k | 161.76 |
|
|
| Vanguard Health Care Etf (VHT) | 0.1 | $542k | 2.1k | 253.71 |
|
|
| Lennar Corporation (LEN) | 0.1 | $532k | -22% | 3.9k | 136.37 |
|
| JPMorgan Ultra-Short Income ETF Etf (JPST) | 0.1 | $509k | -40% | 10k | 50.37 |
|
| Automatic Data Processing (ADP) | 0.1 | $508k | NEW | 1.7k | 292.73 |
|
| iShares iBonds Dec 2025 Term Corp ETF Etf (IBDQ) | 0.1 | $485k | -40% | 19k | 25.05 |
|
| Caterpillar (CAT) | 0.1 | $484k | -4% | 1.3k | 362.88 |
|
| Broadcom (AVGO) | 0.1 | $475k | 2.1k | 231.90 |
|
|
| Exxon Mobil Corporation (XOM) | 0.1 | $470k | +51% | 4.4k | 107.57 |
|
| Oracle Corporation (ORCL) | 0.1 | $449k | NEW | 2.7k | 166.67 |
|
| Honeywell International (HON) | 0.1 | $438k | 1.9k | 225.89 |
|
|
| Yum! Brands (YUM) | 0.1 | $436k | 3.3k | 134.16 |
|
|
| iShares Morningstar Mid-Cap Growth ETF Etf (IMCG) | 0.1 | $428k | 5.7k | 75.53 |
|
|
| Tesla Motors (TSLA) | 0.1 | $426k | -36% | 1.1k | 403.84 |
|
| Walt Disney Company (DIS) | 0.1 | $422k | -3% | 3.8k | 111.35 |
|
| Aberdeen Swiss Gold Trust Etf (SGOL) | 0.1 | $417k | 17k | 25.05 |
|
|
| TJX Companies (TJX) | 0.1 | $415k | 3.4k | 120.81 |
|
|
| WisdomTree Dynamic Ccy Hdgd Intl Eq ETF Etf (DDWM) | 0.1 | $409k | -5% | 12k | 34.38 |
|
| Vanguard Consumer Staples ETF Etf (VDC) | 0.1 | $389k | 1.8k | 211.37 |
|
|
| Schw US Brd Mkt Etf Etf (SCHB) | 0.1 | $385k | +200% | 17k | 22.70 |
|
| Wal-Mart Stores (WMT) | 0.1 | $381k | NEW | 4.2k | 90.35 |
|
| SPDR Portfolio Mid Cap ETF Etf (SPMD) | 0.1 | $379k | 6.9k | 54.69 |
|
|
| Micron Technology (MU) | 0.1 | $378k | -2% | 4.5k | 84.16 |
|
| Chevron Corporation (CVX) | 0.1 | $378k | -28% | 2.6k | 144.84 |
|
| Williams-Sonoma (WSM) | 0.1 | $360k | -14% | 1.9k | 185.19 |
|
| Vanguard MSCI US SmCap Growth Etf (VBK) | 0.1 | $345k | -9% | 1.2k | 280.03 |
|
| Schwab US LargeCap Growth ETFA Etf (SCHG) | 0.1 | $311k | +300% | 11k | 27.87 |
|
| iShares S&P 500 Idx Etf (IVV) | 0.1 | $303k | 515.00 | 588.82 |
|
|
| Cirrus Logic (CRUS) | 0.1 | $299k | 3.0k | 99.58 |
|
|
| Sap Se Adr (SAPGF) | 0.1 | $293k | 1.2k | 241.83 |
|
|
| Energy Transfer Equity (ET) | 0.1 | $283k | NEW | 15k | 19.59 |
|
| Duke Energy (DUK) | 0.1 | $275k | -12% | 2.6k | 107.74 |
|
| ProShares S&P MidCap 400 Dividend Arst Etf (REGL) | 0.1 | $275k | 3.4k | 80.66 |
|
|
| Procter & Gamble Company (PG) | 0.1 | $275k | +14% | 1.6k | 167.64 |
|
| Fiserv (FI) | 0.1 | $269k | 1.3k | 205.42 |
|
|
| Vanguard REIT Etf (VNQ) | 0.1 | $267k | +2% | 3.0k | 89.09 |
|
| Toyota Motor Adr (TM) | 0.1 | $265k | 1.4k | 194.60 |
|
|
| Lowe's Companies (LOW) | 0.1 | $263k | -8% | 1.1k | 246.80 |
|
| iShares Russell Midcap Value Idx Etf (IWS) | 0.1 | $262k | -17% | 2.0k | 129.34 |
|
| iShares Russell Midcap Idx Etf (IWR) | 0.0 | $248k | 2.8k | 88.40 |
|
|
| Merck & Co (MRK) | 0.0 | $247k | +2% | 2.5k | 99.47 |
|
| Enbridge (ENB) | 0.0 | $245k | 5.8k | 42.43 |
|
|
| Vanguard High Dividend Yield Etf (VYM) | 0.0 | $243k | -25% | 1.9k | 127.59 |
|
| WisdomTree Floating Rate Treasury ETF Etf (USFR) | 0.0 | $232k | -26% | 4.6k | 50.32 |
|
| SPDR S&P 600 Small Cap Growth ETF Etf (SLYG) | 0.0 | $225k | 2.5k | 90.35 |
|
|
| iShares Core Dividend Growth ETF Etf (DGRO) | 0.0 | $218k | -2% | 3.6k | 61.34 |
|
| Enterprise Products Partners (EPD) | 0.0 | $214k | NEW | 6.8k | 31.36 |
|
| Vanguard Short Term Bond Etf (BSV) | 0.0 | $213k | -49% | 2.8k | 77.27 |
|
| Pfizer (PFE) | 0.0 | $211k | NEW | 7.9k | 26.53 |
|
| Energy Select Sector SPDR ETF Etf (XLE) | 0.0 | $205k | -11% | 2.4k | 85.66 |
|
| Vanguard Growth ETF Etf (VUG) | 0.0 | $203k | -31% | 493.00 | 410.72 |
|
| Ford Motor Company (F) | 0.0 | $133k | NEW | 13k | 9.90 |
|
Past Filings by American Money Management
SEC 13F filings are viewable for American Money Management going back to 2013
- American Money Management 2024 Q4 filed Feb. 12, 2025
- 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