Amussen Hunsaker & Associates

Latest statistics and disclosures from Amussen Hunsaker Associates's latest quarterly 13F-HR filing:

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Positions held by Amussen Hunsaker & Associates consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Amussen Hunsaker Associates

Companies in the Amussen Hunsaker Associates portfolio as of the June 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 10.6 $38M +5% 275k 137.09
Amazon (AMZN) 8.2 $29M +15% 8.5k 3440.08
Berkshire Hathaway Class Cl B New (BRK.B) 8.1 $29M +4% 103k 277.91
Johnson & Johnson (JNJ) 6.6 $23M +8% 142k 164.74
Facebook Cl A (FB) 6.5 $23M -16% 66k 347.70
Bank of America Corporation (BAC) 6.0 $21M +2% 514k 41.23
American Express Company (AXP) 5.9 $21M +3% 128k 165.23
Microsoft Corporation (MSFT) 5.8 $21M +18% 76k 270.89
Walt Disney Company (DIS) 4.1 $15M +4% 83k 175.77
Alphabet Cap Stk Cl C (GOOG) 4.0 $14M +11% 5.7k 2506.44
Alibaba Group Hldg Sponsored Ads (BABA) 3.2 $11M +30% 50k 226.77
Raytheon Technologies Corp 2.9 $11M +8% 123k 85.30
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 2.6 $9.1M +5% 110k 82.70
Alphabet Cap Stk Cl A (GOOGL) 2.4 $8.6M 3.5k 2441.53

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Healthequity (HQY) 2.4 $8.5M -39% 105k 80.47
Boeing Company (BA) 1.9 $6.6M 28k 239.55
Vanguard Index Fds Total Stk Mkt (VTI) 0.8 $3.0M 13k 222.79
Coca-Cola Company (KO) 0.8 $2.8M -2% 5.1k 540.86
Vanguard Whitehall Fds High Div Yld (VYM) 0.7 $2.4M -7% 23k 104.75
Pepsi (PEP) 0.7 $2.4M +13% 16k 148.69
Wal-Mart Stores (WMT) 0.7 $2.4M 17k 140.97
Ishares Tr Ibonds Dec25 Etf (IBDQ) 0.7 $2.3M +8% 87k 26.98
Procter & Gamble 0.6 $2.3M 17k 134.87
McDonald's Corporation (MCD) 0.5 $1.7M +19% 7.4k 230.88
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.4 $1.5M -4% 3.6k 427.78
Home Depot (HD) 0.4 $1.5M 4.7k 318.79
Mastercard Incorporated Cl A (MA) 0.4 $1.5M 4.0k 365.45
Verizon Communications (VZ) 0.4 $1.4M +54% 25k 56.01
Vanguard Index Fds Growth Etf (VUG) 0.4 $1.4M +50% 4.9k 286.76
PPG Industries (PPG) 0.4 $1.4M 8.1k 169.77
Cathay General Ban (CATY) 0.3 $1.2M 32k 38.89
Thermo Fisher Scientific (TMO) 0.3 $1.2M -3% 2.3k 504.47
Invesco Qqq Tr Call Call Option 0.3 $1.2M -99% 111.00 10612.61
Fs Kkr Capital Corp. Ii 0.3 $1.2M -6% 55k 21.49
Invesco Qqq Tr Unit Ser 1 0.3 $1.2M NEW 3.3k 354.20
NVIDIA Corporation (NVDA) 0.3 $1.1M 5.6k 199.96
Spdr S&p 500 Etf Tr Call Call Option 0.3 $1.1M NEW 91.00 11670.33
Ishares Tr Blackrock Ultra (ICSH) 0.3 $1.0M +129% 20k 50.48
Caterpillar (CAT) 0.3 $912k 4.2k 217.45
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.3 $909k -8% 9.6k 94.98
Eaton Corp SHS (ETN) 0.3 $889k 6.0k 148.17
Pfizer (PFE) 0.2 $876k -2% 22k 39.13
Emerson Electric (EMR) 0.2 $876k 9.0k 97.33
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 0.2 $849k +12% 17k 51.50
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.2 $750k +54% 4.3k 173.58
Visa Com Cl A (V) 0.2 $746k +3% 3.2k 233.64
Carrier Global Corporation (CARR) 0.2 $699k -3% 14k 48.59
Paypal Holdings (PYPL) 0.2 $660k +2% 2.3k 291.39
Ishares Tr Call 0.2 $630k -99% 86.00 7325.58
salesforce (CRM) 0.2 $628k +93% 2.6k 244.26
Advanced Micro Devices (AMD) 0.2 $624k +14% 6.6k 94.05
Merck & Co (MRK) 0.2 $612k 7.8k 78.64
Apple Call Call Option 0.2 $593k -99% 196.00 3025.51
Spdr Gold Trust Gold Shs Etf Gold Shs (GLD) 0.2 $591k -51% 3.6k 165.50
Otis Worldwide Corp (OTIS) 0.2 $591k -2% 7.2k 81.65
Adobe Systems Incorporated (ADBE) 0.2 $586k NEW 425.00 1378.82
FedEx Corporation (FDX) 0.2 $574k +19% 1.9k 298.03
Ubs Ag London Branch En Lg Cp Grwth (FBGX) 0.2 $566k 818.00 691.93
Broadcom (AVGO) 0.2 $561k 1.2k 476.64
JPMorgan Chase & Co. (JPM) 0.1 $533k +9% 3.4k 155.39
Dollar General (DG) 0.1 $513k -55% 2.4k 216.18
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $499k +24% 1.3k 393.22
Franco-Nevada Corporation (FNV) 0.1 $487k 3.4k 144.81
Kellogg Company (K) 0.1 $478k 7.4k 64.21
Baxter International (BAX) 0.1 $476k 5.9k 80.36
Costco Wholesale Corporation (COST) 0.1 $474k 1.2k 395.66
Intel Corporation (INTC) 0.1 $473k 8.4k 56.14
Ishares Silver Tr Ishares (SLV) 0.1 $460k -24% 19k 24.17
Crowdstrike Holdings Cl A (CRWD) 0.1 $440k -5% 1.8k 251.00
Altabancorp (ALTA) 0.1 $417k 9.6k 43.25
Bristol Myers Squibb (BMY) 0.1 $405k +5% 6.1k 66.67
American Tower Reit (AMT) 0.1 $392k NEW 1.5k 269.60
Micron Technology (MU) 0.1 $347k 4.2k 83.03
Deere & Company (DE) 0.1 $345k 980.00 352.04
Chevron Corporation (CVX) 0.1 $337k +6% 3.2k 104.66
Vanguard World Mega Grwth Ind (MGK) 0.1 $337k +37% 1.5k 231.14
Novavax Com New (NVAX) 0.1 $326k NEW 1.5k 215.89
Kimberly-Clark Corporation (KMB) 0.1 $321k -59% 2.4k 133.75
Chewy Cl A (CHWY) 0.1 $318k -18% 4.0k 79.82
Pds Biotechnology Ord (PDSB) 0.1 $316k NEW 25k 12.52
At&t (T) 0.1 $313k -2% 11k 28.78
Newmont Mining Corporation (NEM) 0.1 $302k +8% 4.8k 63.33
Ball Corporation (BLL) 0.1 $297k -5% 3.7k 80.77
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.1 $296k +4% 4.7k 63.11
Yum! Brands (YUM) 0.1 $295k -44% 2.6k 114.83
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.1 $294k +28% 2.5k 120.00
S&p Global Inc call 0.1 $287k NEW 700.00 410.00
Netflix (NFLX) 0.1 $283k +4% 536.00 527.99
Global Indemnity Group Com Cl A (GBLI) 0.1 $277k 11k 26.31
Exxon Mobil Corporation (XOM) 0.1 $274k 4.3k 63.03
Ishares Tr Core S&p 500 Eft (IVV) 0.1 $258k +4% 600.00 430.00
stock (SPLK) 0.1 $246k NEW 1.7k 144.20
Allstate Corporation (ALL) 0.1 $241k 1.9k 129.99
Spdr Ser Tr S&p Divid Etf (SDY) 0.1 $232k -36% 1.9k 122.11
Novo-nordisk A S Adr (NVO) 0.1 $232k NEW 2.8k 83.69
Crown Castle Intl (CCI) 0.1 $221k NEW 1.1k 194.54
Campbell Soup Company (CPB) 0.1 $218k 4.8k 45.42
Nike CL B (NKE) 0.1 $217k NEW 1.4k 154.12
Vanguard Index Fds Real Estate Etf (VNQ) 0.1 $213k NEW 2.1k 101.38
Shopify Cl A 0.1 $213k -23% 146.00 1458.90
Morgan Stanley Emerging Markets Debt (MSD) 0.1 $210k NEW 2.3k 91.62
J P Morgan Exchange-traded F Ultra Shrt Inc (JPST) 0.1 $209k NEW 4.1k 50.63
Nextera Energy (NEE) 0.1 $202k 2.8k 73.19
Square Cl A (SQ) 0.1 $201k NEW 823.00 244.23
Nuveen Diversified Dividend & Income (JDD) 0.0 $165k NEW 10k 15.83
Viking Therapeutics (VKTX) 0.0 $145k NEW 24k 6.05
Automatic Data Processing (ADP) 0.0 $143k NEW 721.00 198.34
Pavmed (PAVM) 0.0 $129k NEW 20k 6.37
New Oriental Ed & Technology Sponsored Ads (EDU) 0.0 $93k NEW 12k 8.09
FirstEnergy (FE) 0.0 $8.0k NEW 1.0M 0.01

Past Filings by Amussen Hunsaker Associates

SEC 13F filings are viewable for Amussen Hunsaker Associates going back to 2017

View all past filings