Asset Management Advisors
Latest statistics and disclosures from Asset Management Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are BRK.B, BN, WMB, AAPL, BEPC, and represent 65.96% of Asset Management Advisors's stock portfolio.
- Added to shares of these 10 stocks: BEPC, BN, OXY, VRSN, NEE, ALLY, MU, VZ, LEN, BRK.B.
- Reduced shares in these 3 stocks: BAC, AAPL, KMX.
- Sold out of its position in BAC.
- Asset Management Advisors was a net seller of stock by $-2.3M.
- Asset Management Advisors has $137M in assets under management (AUM), dropping by -4.15%.
- Central Index Key (CIK): 0001596355
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Portfolio Holdings for Asset Management Advisors
Asset Management Advisors holds 15 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 | |
|---|---|---|---|---|---|---|
| Berkshire Hathaway (BRK.B) | 37.2 | $51M | 113k | 453.28 |
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| Brookfield Corp Cl A Ltd Vt Sh (BN) | 9.4 | $13M | 225k | 57.45 |
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| Williams Companies (WMB) | 7.0 | $9.6M | 178k | 54.12 |
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| Apple (AAPL) | 6.2 | $8.5M | -16% | 34k | 250.42 |
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| Brookfield Renewable Corp (BEPC) | 6.1 | $8.4M | +55% | 304k | 27.66 |
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| Nextera Energy (NEE) | 6.0 | $8.3M | 115k | 71.69 |
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| Lennar Corporation (LEN) | 5.3 | $7.3M | 53k | 136.37 |
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| Verisign (VRSN) | 4.4 | $6.0M | 29k | 206.96 |
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| Ally Financial (ALLY) | 4.4 | $6.0M | 167k | 36.01 |
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| Occidental Petroleum Corporation (OXY) | 4.4 | $6.0M | +2% | 121k | 49.41 |
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| Verizon Communications (VZ) | 3.6 | $4.9M | 122k | 39.99 |
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| CarMax (KMX) | 3.1 | $4.2M | 52k | 81.76 |
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| Micron Technology (MU) | 2.5 | $3.5M | +2% | 42k | 84.16 |
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| Vanguard S&P 500 Value ETF Etf (VOOV) | 0.2 | $295k | 1.6k | 184.51 |
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| Southern Company (SO) | 0.2 | $247k | 3.0k | 82.32 |
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Past Filings by Asset Management Advisors
SEC 13F filings are viewable for Asset Management Advisors going back to 2013
- Asset Management Advisors 2024 Q4 filed Jan. 24, 2025
- Asset Management Advisors 2024 Q3 filed Nov. 4, 2024
- Asset Management Advisors 2024 Q2 filed July 15, 2024
- Asset Management Advisors 2024 Q1 filed April 30, 2024
- Asset Management Advisors 2023 Q4 filed Jan. 26, 2024
- Asset Management Advisors 2023 Q3 filed Nov. 2, 2023
- Asset Management Advisors 2023 Q2 filed Aug. 3, 2023
- Asset Management Advisors 2023 Q1 filed April 19, 2023
- Asset Management Advisors 2022 Q4 filed Jan. 17, 2023
- Asset Management Advisors 2022 Q3 filed Nov. 7, 2022
- Asset Management Advisors 2022 Q2 filed Aug. 1, 2022
- Asset Management Advisors 2022 Q1 filed April 29, 2022
- Asset Management Advisors 2021 Q4 filed Jan. 18, 2022
- Asset Management Advisors 2021 Q3 filed Oct. 19, 2021
- Asset Management Advisors 2021 Q2 filed July 22, 2021
- Asset Management Advisors 2021 Q1 filed April 26, 2021