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, MU, WMB, and represent 62.72% of Asset Management Advisors's stock portfolio.
  • Added to shares of these 7 stocks: OXY, CE, HPQ, ALLY, VOOV, BAC, SNOW.
  • Started 1 new stock positions in OXY.
  • Reduced shares in these 9 stocks: BK, BRK.B, LEN, AAPL, WMB, MU, WHR, VZ, KMX.
  • Sold out of its positions in BK.
  • Asset Management Advisors was a net seller of stock by $-834k.
  • Asset Management Advisors has $105M in assets under management (AUM), dropping by 3.21%.
  • Central Index Key (CIK): 0001596355

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Portfolio Holdings for Asset Management Advisors

Asset Management Advisors holds 16 positions in its portfolio as reported in the March 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Berkshire Hathaway (BRK.B) 34.3 $36M -5% 116k 308.77
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Apple (AAPL) 8.8 $9.2M 56k 164.90
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Lennar Corporation (LEN) 7.6 $8.0M 76k 105.11
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Micron Technology (MU) 6.7 $7.0M 116k 60.34
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Williams Companies (WMB) 5.3 $5.6M 186k 29.86
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Celanese Corporation (CE) 4.8 $5.1M +50% 47k 108.89
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Hp (HPQ) 4.5 $4.7M 161k 29.35
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Verizon Communications (VZ) 4.5 $4.7M 120k 38.89
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Snowflake Inc Cl A (SNOW) 4.4 $4.6M 30k 154.29
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Whirlpool Corporation (WHR) 4.4 $4.6M 35k 132.02
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Ally Financial (ALLY) 4.1 $4.3M 168k 25.49
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Occidental Petroleum Corporation (OXY) 3.7 $3.9M NEW 62k 62.43
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CarMax (KMX) 3.2 $3.4M 53k 64.28
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Bank of America Corporation (BAC) 3.2 $3.3M 116k 28.60
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Vanguard S&P 500 Value ETF Etf (VOOV) 0.2 $239k +13% 1.6k 146.70
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Southern Company (SO) 0.2 $209k 3.0k 69.58
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Past Filings by Asset Management Advisors

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

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