American Money Management
Latest statistics and disclosures from American Money Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VCSH, AAPL, MSFT, VGSH, VEA, and represent 26.39% of American Money Management's stock portfolio.
- Added to shares of these 10 stocks: SCHW, XLE, VGSH, VCSH, COST, DPZ, HD, SCHX, QUS, LMT.
- Started 1 new stock position in Ageagle Aerial Sys.
- Reduced shares in these 10 stocks: ESS, AMT, NSC, PXD, BRK.B, VZ, IQLT, IWP, IBDU, .
- Sold out of its positions in ENB, ESS, IWP, IWR, IQLT, IBDU, PXD, PG, SLYG, VZ.
- American Money Management was a net buyer of stock by $722k.
- American Money Management has $391M in assets under management (AUM), dropping by -2.38%.
- Central Index Key (CIK): 0001600085
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Portfolio Holdings for American Money Management
American Money Management holds 129 positions in its portfolio as reported in the September 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Short-Term Corporate Bond ETF Etf (VCSH) | 8.1 | $32M | 424k | 75.15 |
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| Apple (AAPL) | 6.4 | $25M | 147k | 171.21 |
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| Microsoft Corporation (MSFT) | 4.4 | $17M | 54k | 315.75 |
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| Vanguard Short-Term Treasury ETF Etf (VGSH) | 4.1 | $16M | +4% | 281k | 57.60 |
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| Vanguard FTSE Developed Markets Etf (VEA) | 3.3 | $13M | 299k | 43.72 |
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| Ishares 0-5 Year Tips Etf (STIP) | 2.4 | $9.5M | 98k | 96.92 |
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| Visa (V) | 2.1 | $8.3M | 36k | 230.01 |
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| MasterCard Incorporated (MA) | 2.0 | $7.9M | 20k | 395.91 |
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| Texas Pacific Land Corp (TPL) | 1.9 | $7.6M | 4.2k | 1823.76 |
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| Intuit (INTU) | 1.9 | $7.5M | 15k | 510.93 |
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| Costco Wholesale Corporation (COST) | 1.9 | $7.4M | +7% | 13k | 564.94 |
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| JPMorgan Chase & Co. (JPM) | 1.9 | $7.4M | 51k | 145.02 |
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| JPMorgan Emerging Markets ETF Etf (JPEM) | 1.9 | $7.3M | 146k | 50.37 |
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| SPDR@ MSCI USA StrategicFactors ETF Etf (QUS) | 1.8 | $7.2M | +4% | 60k | 120.68 |
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| SPDR S&P Dividend Etf (SDY) | 1.7 | $6.8M | +4% | 60k | 115.01 |
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| Vanguard Total Stock Mkt Etf (VTI) | 1.7 | $6.6M | +2% | 31k | 212.41 |
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| Schwab US LargeCap ETF Etf (SCHX) | 1.7 | $6.6M | +5% | 131k | 50.60 |
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| Home Depot (HD) | 1.7 | $6.5M | +6% | 22k | 302.16 |
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| Broadridge Financial Solutions (BR) | 1.6 | $6.4M | 36k | 179.05 |
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| Alphabet Inc Class A cs (GOOGL) | 1.6 | $6.3M | 48k | 130.86 |
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| Abbvie (ABBV) | 1.6 | $6.1M | +5% | 41k | 149.06 |
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| Lockheed Martin Corporation (LMT) | 1.4 | $5.6M | +6% | 14k | 408.95 |
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| Northrop Grumman Corporation (NOC) | 1.4 | $5.5M | 13k | 440.18 |
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| McDonald's Corporation (MCD) | 1.4 | $5.5M | 21k | 263.44 |
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| Johnson & Johnson (JNJ) | 1.4 | $5.3M | 34k | 155.75 |
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| Starbucks Corporation (SBUX) | 1.3 | $5.1M | 55k | 91.27 |
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| Paychex (PAYX) | 1.2 | $4.8M | 42k | 115.33 |
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| BlackRock (BLK) | 1.2 | $4.7M | +2% | 7.3k | 646.47 |
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| Spdr S&P 500 Value Etf Etf (SPYV) | 1.2 | $4.7M | 113k | 41.26 |
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| Union Pacific Corporation (UNP) | 1.2 | $4.6M | +2% | 23k | 203.63 |
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| Domino's Pizza (DPZ) | 1.2 | $4.6M | +10% | 12k | 378.80 |
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| Philip Morris International (PM) | 1.2 | $4.5M | 49k | 92.58 |
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| Berkshire Hathaway (BRK.B) | 1.1 | $4.4M | -7% | 13k | 350.30 |
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| Schwab US MidCap ETF Etf (SCHM) | 1.1 | $4.4M | +5% | 65k | 67.68 |
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| Charles Schwab Corporation (SCHW) | 1.1 | $4.3M | +116% | 79k | 54.90 |
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| Pepsi (PEP) | 1.1 | $4.3M | 25k | 169.44 |
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| Qualcomm (QCOM) | 1.1 | $4.3M | 38k | 111.06 |
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| A S M L Holding Nv Adr (ASML) | 1.0 | $4.1M | +2% | 7.0k | 588.66 |
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| Amazon (AMZN) | 1.0 | $4.0M | +2% | 31k | 127.12 |
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| Aberdeen Swiss Gold Trust Etf (SGOL) | 1.0 | $3.9M | -2% | 220k | 17.69 |
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| American Tower Reit (AMT) | 1.0 | $3.7M | -19% | 23k | 164.45 |
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| Nxp Semiconductors N V (NXPI) | 0.9 | $3.5M | 17k | 199.92 |
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| Energy Select Sector SPDR ETF Etf (XLE) | 0.9 | $3.3M | +37% | 37k | 90.39 |
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| Cheniere Energy (LNG) | 0.8 | $3.2M | 19k | 165.96 |
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| Applied Materials (AMAT) | 0.7 | $2.8M | 21k | 138.45 |
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| iShares DJ International Select Div Index Etf (IDV) | 0.7 | $2.6M | 101k | 25.40 |
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| Thermo Fisher Scientific (TMO) | 0.6 | $2.5M | +3% | 5.0k | 506.20 |
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| Eli Lilly & Co. (LLY) | 0.6 | $2.5M | 4.6k | 537.14 |
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| iShares S&P SmallCap 600 Idx Etf (IJR) | 0.6 | $2.5M | +7% | 26k | 94.33 |
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| Vanguard CRSP US Mid Cap Index Etf (VO) | 0.6 | $2.4M | 12k | 208.24 |
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| Norfolk Southern (NSC) | 0.6 | $2.3M | -21% | 12k | 196.93 |
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| JPMorgan Ultra-Short Income ETF Etf (JPST) | 0.6 | $2.3M | -3% | 46k | 50.18 |
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| iShares 0-5 Year Invmt Grade Corp Bd ETF Etf (SLQD) | 0.5 | $2.2M | -5% | 45k | 48.00 |
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| NVIDIA Corporation (NVDA) | 0.5 | $2.0M | +5% | 4.6k | 435.01 |
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| S&P Global Etf (SPGI) | 0.5 | $1.8M | +4% | 4.9k | 365.40 |
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| Palo Alto Networks (PANW) | 0.4 | $1.8M | 7.5k | 234.44 |
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| PowerShares QQQ Trust Etf (QQQ) | 0.4 | $1.5M | 4.3k | 358.28 |
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| Skyworks Solutions (SWKS) | 0.4 | $1.5M | 15k | 98.59 |
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| Wells Fargo & Company (WFC) | 0.4 | $1.5M | 36k | 40.86 |
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| Alphabet Inc Class C cs (GOOG) | 0.4 | $1.4M | +5% | 11k | 131.85 |
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| Texas Instruments Incorporated (TXN) | 0.4 | $1.4M | 8.9k | 159.01 |
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| Lennar Corporation (LEN) | 0.4 | $1.4M | 12k | 112.23 |
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| iShares iBonds Dec 2025 Term Corp ETF Etf (IBDQ) | 0.3 | $1.3M | -2% | 54k | 24.37 |
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| Vanguard Intermediate Term Bond Etf (BIV) | 0.3 | $1.2M | 17k | 72.31 |
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| iShares iBonds Dec 2023 Term Corp ETF Etf | 0.3 | $1.1M | 45k | 25.36 |
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| UnitedHealth (UNH) | 0.3 | $1.1M | +5% | 2.1k | 504.11 |
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| CHECK POINT SOFTWARE Technolog Com Stk (CHKP) | 0.3 | $1.0M | 7.7k | 133.28 |
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| Vanguard Russell 1000 Growth ETF Etf (VONG) | 0.2 | $977k | 14k | 68.44 |
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| Vanguard 500 ETF Etf (VOO) | 0.2 | $958k | -15% | 2.4k | 392.74 |
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| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.2 | $934k | 2.3k | 399.45 |
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| Vanguard Small Cap Etf (VB) | 0.2 | $832k | -5% | 4.4k | 189.06 |
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| SPDR@ Portfolio Large Cap ETF Etf (SPLG) | 0.2 | $776k | -3% | 15k | 50.26 |
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| Vanguard Large Cap US Prime Market 750 Etf (VV) | 0.2 | $770k | 3.9k | 195.69 |
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| Vanguard SmCap Value ETF Etf (VBR) | 0.2 | $759k | 4.8k | 159.48 |
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| JPMorgan Equity Premium Income ETF Etf (JEPI) | 0.2 | $735k | +3% | 14k | 53.56 |
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| iShares iBonds Dec 2024 Term Corp ETF Etf (IBDP) | 0.2 | $725k | 29k | 24.73 |
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| S&P MidCap 400 SPDRs Etf (MDY) | 0.2 | $723k | 1.6k | 456.64 |
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| Tesla Motors (TSLA) | 0.2 | $670k | +18% | 2.7k | 250.22 |
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| Cisco Systems (CSCO) | 0.2 | $662k | +6% | 12k | 53.76 |
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| Vanguard Dividend Apprciation Index Etf (VIG) | 0.2 | $643k | -12% | 4.1k | 155.39 |
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| Vanguard MSCI US Prime Mkt Value ETF Etf (VTV) | 0.2 | $629k | 4.6k | 137.93 |
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| Target Corporation (TGT) | 0.2 | $614k | +4% | 5.6k | 110.57 |
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| Vanguard US MidCap Value Index Etf (VOE) | 0.2 | $612k | -6% | 4.7k | 130.97 |
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| Micron Technology (MU) | 0.1 | $578k | 8.5k | 68.03 |
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| iShares S&P MidCap 400 Idx Etf (IJH) | 0.1 | $549k | 2.2k | 249.34 |
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| Technology SPDR (XLK) | 0.1 | $547k | 3.3k | 163.95 |
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| Vanguard Total World Etf (VT) | 0.1 | $535k | 5.7k | 93.18 |
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| 1/100 Berkshire Htwy Cla 100 | 0.1 | $532k | 100.00 | 5314.77 |
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| Vanguard Health Care Etf (VHT) | 0.1 | $510k | 2.2k | 235.11 |
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| Vanguard Short Term Bond Etf (BSV) | 0.1 | $493k | -8% | 6.6k | 75.17 |
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| ARK Innovation ETF Etf (ARKK) | 0.1 | $489k | 12k | 39.67 |
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| SPDR S&P Dep Rcpt Etf (SPY) | 0.1 | $476k | 1.1k | 427.48 |
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| Discover Financial Services (DFS) | 0.1 | $472k | -3% | 5.4k | 86.63 |
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| iShares iBonds Dec 2027 Term Corp ETF Etf (IBDS) | 0.1 | $457k | -5% | 20k | 23.14 |
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| Walt Disney Company (DIS) | 0.1 | $453k | -15% | 5.6k | 81.04 |
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| Caterpillar (CAT) | 0.1 | $429k | -3% | 1.6k | 273.01 |
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| iShares S&P US Preferred Stock Idx Etf (PFF) | 0.1 | $421k | 14k | 30.15 |
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| WisdomTree Dynamic Ccy Hdgd Intl Eq ETF Etf (DDWM) | 0.1 | $415k | 14k | 30.46 |
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| SPDR@ Portfolio Mid Cap ETF Etf (SPMD) | 0.1 | $413k | -4% | 9.4k | 43.79 |
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| Yum! Brands (YUM) | 0.1 | $407k | -2% | 3.3k | 124.94 |
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| iShares Russell 1000 Growth Idx Etf (IWF) | 0.1 | $405k | 1.5k | 266.05 |
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| iShares Morningstar Mid-Cap Growth ETF Etf (IMCG) | 0.1 | $371k | 6.5k | 57.13 |
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| Pfizer (PFE) | 0.1 | $371k | -5% | 11k | 33.17 |
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| Honeywell International (HON) | 0.1 | $358k | +12% | 1.9k | 184.74 |
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| Vanguard Consumer Staples ETF Etf (VDC) | 0.1 | $341k | 1.9k | 182.71 |
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| TJX Companies (TJX) | 0.1 | $305k | +10% | 3.4k | 88.88 |
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| Vanguard MSCI US SmCap Growth Etf (VBK) | 0.1 | $303k | 1.4k | 214.21 |
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| iShares iBonds Dec 2026 Term Corp ETF Etf (IBDR) | 0.1 | $296k | 13k | 23.34 |
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| Taiwan Semiconductor Adr (TSM) | 0.1 | $296k | +11% | 3.4k | 86.90 |
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| Schwab US LargeCap Growth ETFA Etf (SCHG) | 0.1 | $291k | 4.0k | 72.72 |
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| iShares Russell Midcap Value Idx Etf (IWS) | 0.1 | $288k | -4% | 2.8k | 104.34 |
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| Schw US Brd Mkt Etf Etf (SCHB) | 0.1 | $282k | 5.7k | 49.85 |
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| Broadcom (AVGO) | 0.1 | $278k | 335.00 | 830.75 |
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| Shopify Inc cl a (SHOP) | 0.1 | $277k | +2% | 5.1k | 54.57 |
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| ProShares S&P MidCap 400 Dividend Arst Etf (REGL) | 0.1 | $272k | 4.1k | 66.74 |
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| Duke Energy (DUK) | 0.1 | $270k | 3.1k | 88.26 |
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| Chevron Corporation (CVX) | 0.1 | $268k | +8% | 1.6k | 168.62 |
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| Lowe's Companies (LOW) | 0.1 | $266k | 1.3k | 207.84 |
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| Vanguard High Dividend Yield Etf (VYM) | 0.1 | $263k | 2.5k | 103.33 |
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| Merck & Co (MRK) | 0.1 | $257k | 2.5k | 102.94 |
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| Facebook Inc cl a (META) | 0.1 | $257k | 854.00 | 300.34 |
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| Vanguard REIT Etf (VNQ) | 0.1 | $243k | 3.2k | 75.66 |
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| Vanguard Growth ETF Etf (VUG) | 0.1 | $240k | -7% | 882.00 | 272.23 |
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| CVS Caremark Corporation (CVS) | 0.1 | $240k | 3.4k | 69.82 |
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| Toyota Motor Adr (TM) | 0.1 | $239k | 1.3k | 179.74 |
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| Cirrus Logic (CRUS) | 0.1 | $222k | 3.0k | 73.96 |
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| Fiserv (FI) | 0.1 | $222k | +12% | 2.0k | 112.96 |
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| iShares iBonds Dec 2028 Term Corp ETF Etf (IBDT) | 0.1 | $221k | -11% | 9.2k | 24.03 |
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| Ageagle Aerial Sys | 0.0 | $2.5k | NEW | 15k | 0.17 |
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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 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
- American Money Management 2020 Q2 filed Aug. 13, 2020
- American Money Management 2020 Q1 filed May 13, 2020
- American Money Management 2019 Q4 filed Feb. 12, 2020