Am Investment Strategies as of March 31, 2022
Portfolio Holdings for Am Investment Strategies
Am Investment Strategies holds 108 positions in its portfolio as reported in the March 2022 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Apple (AAPL) | 17.2 | $65M | 372k | 174.61 | |
Berkshire Hathaway Inc Del Cl B New (BRK.B) | 12.8 | $48M | 137k | 352.91 | |
Amazon (AMZN) | 12.7 | $48M | 15k | 3259.96 | |
Synovus Finl Corp Com New (SNV) | 12.0 | $45M | 927k | 49.00 | |
Alphabet Cap Stk Cl C (GOOG) | 2.8 | $11M | 3.8k | 2792.67 | |
Goldman Sachs (GS) | 2.2 | $8.3M | 25k | 330.11 | |
Meta Platforms Cl A (META) | 1.7 | $6.5M | 29k | 222.34 | |
General Electric Com New (GE) | 1.7 | $6.2M | 68k | 91.50 | |
Ishares Tr Msci China Etf (MCHI) | 1.6 | $6.0M | 113k | 52.89 | |
First Horizon National Corporation (FHN) | 1.5 | $5.8M | 248k | 23.49 | |
Mohawk Industries (MHK) | 1.5 | $5.5M | 44k | 124.21 | |
Sportradar Group Class A Ord Shs (SRAD) | 1.4 | $5.5M | 328k | 16.64 | |
Us Bancorp Del Com New (USB) | 1.4 | $5.4M | 102k | 53.15 | |
Truist Financial Corp equities (TFC) | 1.4 | $5.3M | 93k | 56.70 | |
Seacoast Bkg Corp Fla Com New (SBCF) | 1.4 | $5.2M | 150k | 35.02 | |
Bristol Myers Squibb (BMY) | 1.4 | $5.2M | 71k | 73.02 | |
Hormel Foods Corporation (HRL) | 1.4 | $5.2M | 100k | 51.54 | |
Microsoft Corporation (MSFT) | 1.4 | $5.1M | 17k | 308.27 | |
CVS Caremark Corporation (CVS) | 1.2 | $4.7M | 46k | 101.21 | |
JPMorgan Chase & Co. (JPM) | 0.9 | $3.6M | 26k | 136.32 | |
Johnson & Johnson (JNJ) | 0.9 | $3.4M | 19k | 177.22 | |
Apollo Global Mgmt (APO) | 0.8 | $3.1M | 50k | 61.99 | |
Adtalem Global Ed (ATGE) | 0.8 | $3.0M | 100k | 29.71 | |
Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.7 | $2.6M | 5.00 | 529000.00 | |
United Parcel Service CL B (UPS) | 0.7 | $2.6M | 12k | 214.44 | |
McDonald's Corporation (MCD) | 0.6 | $2.4M | 9.7k | 247.31 | |
Enterprise Products Partners (EPD) | 0.6 | $2.2M | 87k | 25.81 | |
Bank of America Corporation (BAC) | 0.6 | $2.2M | 54k | 41.22 | |
Global Payments (GPN) | 0.6 | $2.2M | 16k | 136.83 | |
Amgen (AMGN) | 0.6 | $2.2M | 9.1k | 241.85 | |
Costco Wholesale Corporation (COST) | 0.6 | $2.1M | 3.7k | 575.77 | |
Capstar Finl Hldgs | 0.5 | $2.0M | 93k | 21.08 | |
Danaher Corporation (DHR) | 0.5 | $1.8M | 6.3k | 293.33 | |
Tesla Motors (TSLA) | 0.5 | $1.7M | 1.6k | 1077.41 | |
Paypal Holdings (PYPL) | 0.4 | $1.6M | 14k | 115.66 | |
HealthStream (HSTM) | 0.4 | $1.4M | 72k | 19.93 | |
Home Depot (HD) | 0.4 | $1.4M | 4.8k | 299.40 | |
Netflix (NFLX) | 0.4 | $1.4M | 3.7k | 374.66 | |
Morgan Stanley Com New (MS) | 0.4 | $1.3M | 15k | 87.37 | |
Conn's (CONNQ) | 0.3 | $1.2M | 81k | 15.41 | |
Wal-Mart Stores (WMT) | 0.3 | $1.2M | 8.1k | 148.88 | |
Citigroup Com New (C) | 0.3 | $1.2M | 23k | 53.41 | |
Verizon Communications (VZ) | 0.3 | $1.2M | 23k | 50.96 | |
UnitedHealth (UNH) | 0.3 | $1.1M | 2.1k | 510.02 | |
Merck & Co (MRK) | 0.3 | $1.1M | 13k | 82.04 | |
Coca-Cola Company (KO) | 0.3 | $1.1M | 17k | 61.99 | |
Southern Company (SO) | 0.3 | $1.0M | 14k | 72.52 | |
Caterpillar (CAT) | 0.3 | $1.0M | 4.5k | 222.87 | |
Ishares Tr Pfd And Incm Sec (PFF) | 0.3 | $963k | 26k | 36.44 | |
Alibaba Group Hldg Sponsored Ads (BABA) | 0.3 | $951k | 8.7k | 108.76 | |
Visa Com Cl A (V) | 0.2 | $940k | 4.2k | 221.65 | |
Boeing Company (BA) | 0.2 | $851k | 4.4k | 191.58 | |
Chevron Corporation (CVX) | 0.2 | $837k | 5.1k | 162.81 | |
Alphabet Cap Stk Cl A (GOOGL) | 0.2 | $834k | 300.00 | 2780.00 | |
Qualcomm (QCOM) | 0.2 | $830k | 5.4k | 152.85 | |
Lululemon Athletica (LULU) | 0.2 | $819k | 2.2k | 365.30 | |
Snap Cl A (SNAP) | 0.2 | $804k | 22k | 35.98 | |
Old National Ban (ONB) | 0.2 | $717k | 44k | 16.38 | |
Proshares Tr Bitcoin Strate (BITO) | 0.2 | $714k | 25k | 28.56 | |
Leggett & Platt (LEG) | 0.2 | $665k | 19k | 34.82 | |
Clorox Company (CLX) | 0.2 | $626k | 4.5k | 139.08 | |
Pinnacle Financial Partners (PNFP) | 0.2 | $623k | 6.8k | 92.04 | |
Graham Hldgs Com Cl B (GHC) | 0.2 | $611k | 1.0k | 611.00 | |
Prog Holdings Com Npv (PRG) | 0.2 | $601k | 21k | 28.75 | |
Abbvie (ABBV) | 0.2 | $573k | 3.5k | 162.14 | |
Starwood Property Trust (STWD) | 0.1 | $531k | 22k | 24.16 | |
Nike CL B (NKE) | 0.1 | $505k | 3.8k | 134.52 | |
salesforce (CRM) | 0.1 | $482k | 2.3k | 212.43 | |
Quanta Services (PWR) | 0.1 | $469k | 3.6k | 131.59 | |
Carnival Corp Common Stock (CCL) | 0.1 | $468k | 23k | 20.22 | |
At&t (T) | 0.1 | $419k | 18k | 23.63 | |
State Street Corporation (STT) | 0.1 | $415k | 4.8k | 87.17 | |
ACADIA Pharmaceuticals (ACAD) | 0.1 | $412k | 17k | 24.24 | |
Duke Energy Corp Com New (DUK) | 0.1 | $395k | 3.5k | 111.71 | |
3M Company (MMM) | 0.1 | $391k | 2.6k | 148.90 | |
Caesars Entertainment (CZR) | 0.1 | $387k | 5.0k | 77.40 | |
Coinbase Global Com Cl A (COIN) | 0.1 | $381k | 2.0k | 189.93 | |
Delta Air Lines Inc Del Com New (DAL) | 0.1 | $355k | 9.0k | 39.62 | |
Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.1 | $354k | 785.00 | 450.96 | |
Walt Disney Company (DIS) | 0.1 | $347k | 2.5k | 137.32 | |
LHC | 0.1 | $337k | 2.0k | 168.50 | |
Cisco Systems (CSCO) | 0.1 | $318k | 5.7k | 55.68 | |
NVIDIA Corporation (NVDA) | 0.1 | $307k | 1.1k | 272.65 | |
Ford Motor Company (F) | 0.1 | $300k | 18k | 16.91 | |
Zimmer Holdings (ZBH) | 0.1 | $281k | 2.2k | 127.84 | |
Stmicroelectronics N V Ny Registry (STM) | 0.1 | $280k | 6.5k | 43.24 | |
Desktop Metal Com Cl A | 0.1 | $280k | 59k | 4.74 | |
Jefferies Finl Group (JEF) | 0.1 | $279k | 8.5k | 32.84 | |
Texas Pacific Land Corp (TPL) | 0.1 | $276k | 204.00 | 1352.94 | |
Starbucks Corporation (SBUX) | 0.1 | $274k | 3.0k | 90.88 | |
Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $246k | 1.1k | 227.36 | |
Emerson Electric (EMR) | 0.1 | $245k | 2.5k | 98.00 | |
Medtronic SHS (MDT) | 0.1 | $239k | 2.2k | 111.16 | |
Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $238k | 525.00 | 453.33 | |
Ally Financial (ALLY) | 0.1 | $238k | 5.5k | 43.56 | |
Xpeng Ads (XPEV) | 0.1 | $236k | 8.6k | 27.55 | |
Elbit Sys Ord (ESLT) | 0.1 | $220k | 1.0k | 220.00 | |
Advanced Micro Devices (AMD) | 0.1 | $218k | 2.0k | 109.33 | |
The Original Bark Company (BARK) | 0.1 | $216k | 59k | 3.69 | |
Docusign (DOCU) | 0.1 | $215k | 2.0k | 107.07 | |
Dollar General (DG) | 0.1 | $210k | 944.00 | 222.46 | |
International Business Machines (IBM) | 0.1 | $207k | 1.6k | 130.03 | |
Realreal (REAL) | 0.1 | $204k | 28k | 7.25 | |
Ishares Tr Core S&p Scp Etf (IJR) | 0.1 | $203k | 1.9k | 107.86 | |
Limelight Networks | 0.0 | $168k | 32k | 5.21 | |
Opendoor Technologies (OPEN) | 0.0 | $100k | 12k | 8.62 | |
Greenbrook Tms Com New (GBNHF) | 0.0 | $90k | 24k | 3.75 | |
Agrofresh Solutions | 0.0 | $19k | 10k | 1.89 |