Asset Management Advisors

Latest statistics and disclosures from Asset Management Advisors's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are BRK.B, AAPL, LEN, WMB, OXY, and represent 63.74% of Asset Management Advisors's stock portfolio.
  • Added to shares of these 3 stocks: VZ, SNOW, WHR.
  • Reduced shares in these 10 stocks: MU, AAPL, CE, SO, BRK.B, WMB, LEN, OXY, KMX, BAC.
  • Sold out of its position in SO.
  • Asset Management Advisors was a net seller of stock by $-5.8M.
  • Asset Management Advisors has $107M in assets under management (AUM), dropping by -7.49%.
  • 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 September 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Berkshire Hathaway (BRK.B) 37.7 $40M 115k 350.30
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Apple (AAPL) 7.5 $8.0M -14% 47k 171.21
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Lennar Corporation (LEN) 7.2 $7.7M 68k 112.23
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Williams Companies (WMB) 5.8 $6.2M 183k 33.69
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Occidental Petroleum Corporation (OXY) 5.6 $6.0M 92k 64.88
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Verizon Communications (VZ) 4.7 $5.0M +29% 154k 32.41
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Snowflake Inc Cl A (SNOW) 4.3 $4.6M 30k 152.77
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Whirlpool Corporation (WHR) 4.3 $4.6M 34k 133.70
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Celanese Corporation (CE) 4.2 $4.5M -23% 36k 125.52
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Ally Financial (ALLY) 4.2 $4.5M 168k 26.68
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Hp (HPQ) 3.9 $4.2M 162k 25.70
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Micron Technology (MU) 3.9 $4.1M -46% 61k 68.03
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CarMax (KMX) 3.5 $3.7M 52k 70.73
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Bank of America Corporation (BAC) 3.0 $3.2M 116k 27.38
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Vanguard S&P 500 Value ETF Etf (VOOV) 0.2 $242k 1.6k 148.69
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Past Filings by Asset Management Advisors

SEC 13F filings are viewable for Asset Management Advisors going back to 2013

View all past filings