American Money Management
Latest statistics and disclosures from American Money Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VCSH, VGSH, AAPL, MSFT, VEA, and represent 23.85% of American Money Management's stock portfolio.
- Added to shares of these 10 stocks: BIV (+$13M), VGSH (+$8.8M), MAR (+$5.0M), TPL, IJR, XLK, ICE, META, STIP, VEA.
- Started 12 new stock positions in IVV, ICE, DGRO, WSM, PG, IWP, MAR, IWR, BAC, VZ. SLYG, VERU.
- Reduced shares in these 10 stocks: VCSH (-$6.9M), SGOL, NSC, SPYV, Ishares Tr ibnd dec23 etf, PANW, JPST, BRK.B, AAPL, GOOGL.
- Sold out of its positions in Ageagle Aerial Sys, Ishares Tr ibnd dec23 etf, IBDT.
- American Money Management was a net buyer of stock by $29M.
- American Money Management has $480M in assets under management (AUM), dropping by 22.50%.
- Central Index Key (CIK): 0001600085
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Portfolio Holdings for American Money Management
American Money Management holds 138 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Short-Term Corporate Bond ETF Etf (VCSH) | 5.4 | $26M | -20% | 335k | 77.31 |
|
| Vanguard Short-Term Treasury ETF Etf (VGSH) | 5.2 | $25M | +53% | 432k | 58.07 |
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| Apple (AAPL) | 5.2 | $25M | 144k | 171.48 |
|
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| Microsoft Corporation (MSFT) | 4.7 | $23M | 54k | 420.72 |
|
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| Vanguard FTSE Developed Markets Etf (VEA) | 3.3 | $16M | +5% | 317k | 50.17 |
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| Vanguard Intermediate Term Bond Etf (BIV) | 3.0 | $14M | +1056% | 191k | 75.40 |
|
| Ishares 0-5 Year Tips Etf (STIP) | 2.3 | $11M | +12% | 110k | 99.43 |
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| Visa (V) | 2.1 | $10M | 36k | 279.08 |
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| JPMorgan Chase & Co. (JPM) | 2.1 | $10M | -2% | 50k | 200.30 |
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| MasterCard Incorporated (MA) | 2.0 | $9.7M | 20k | 481.58 |
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| Costco Wholesale Corporation (COST) | 2.0 | $9.5M | 13k | 732.63 |
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| Intuit (INTU) | 2.0 | $9.4M | -2% | 14k | 649.99 |
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| Home Depot (HD) | 1.8 | $8.5M | +3% | 22k | 383.60 |
|
| JPMorgan Emerging Markets ETF Etf (JPEM) | 1.8 | $8.5M | +9% | 159k | 53.45 |
|
| Schwab US LargeCap ETF Etf (SCHX) | 1.8 | $8.5M | +4% | 137k | 62.06 |
|
| SPDR MSCI USA StrategicFactors ETF Etf (QUS) | 1.8 | $8.4M | -3% | 58k | 145.63 |
|
| Vanguard Total Stock Mkt Etf (VTI) | 1.7 | $8.2M | 31k | 259.90 |
|
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| SPDR S&P Dividend Etf (SDY) | 1.6 | $7.7M | 59k | 131.24 |
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| Abbvie (ABBV) | 1.6 | $7.5M | 41k | 182.10 |
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| Texas Pacific Land Corp (TPL) | 1.5 | $7.3M | +201% | 13k | 578.53 |
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| Broadridge Financial Solutions (BR) | 1.5 | $7.3M | 36k | 204.86 |
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| A S M L Holding Nv Adr (ASML) | 1.5 | $7.0M | +3% | 7.2k | 970.47 |
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| Alphabet Inc Class A cs (GOOGL) | 1.5 | $7.0M | -4% | 46k | 150.93 |
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| Lockheed Martin Corporation (LMT) | 1.4 | $6.6M | +6% | 15k | 454.86 |
|
| Northrop Grumman Corporation (NOC) | 1.3 | $6.4M | +6% | 13k | 478.65 |
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| Union Pacific Corporation (UNP) | 1.3 | $6.4M | +13% | 26k | 245.93 |
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| Qualcomm (QCOM) | 1.3 | $6.2M | -4% | 37k | 169.30 |
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| BlackRock (BLK) | 1.3 | $6.2M | 7.4k | 833.68 |
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| Domino's Pizza (DPZ) | 1.3 | $6.2M | +3% | 12k | 496.90 |
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| Charles Schwab Corporation (SCHW) | 1.3 | $6.1M | +6% | 84k | 72.34 |
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| Schwab US MidCap ETF Etf (SCHM) | 1.3 | $6.1M | +14% | 74k | 81.43 |
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| McDonald's Corporation (MCD) | 1.2 | $6.0M | 21k | 281.95 |
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| iShares S&P SmallCap 600 Idx Etf (IJR) | 1.2 | $5.9M | +102% | 53k | 110.52 |
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| Amazon (AMZN) | 1.2 | $5.8M | +2% | 32k | 180.38 |
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| Johnson & Johnson (JNJ) | 1.1 | $5.4M | 34k | 158.19 |
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| Paychex (PAYX) | 1.1 | $5.2M | 42k | 122.80 |
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| Starbucks Corporation (SBUX) | 1.1 | $5.1M | 56k | 91.39 |
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| Marriott International (MAR) | 1.0 | $5.0M | NEW | 20k | 252.31 |
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| Berkshire Hathaway (BRK.B) | 1.0 | $4.9M | -8% | 12k | 420.52 |
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| Philip Morris International (PM) | 1.0 | $4.9M | +8% | 53k | 91.62 |
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| Pepsi (PEP) | 1.0 | $4.6M | +4% | 26k | 175.01 |
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| American Tower Reit (AMT) | 0.9 | $4.5M | 23k | 197.59 |
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| NVIDIA Corporation (NVDA) | 0.9 | $4.3M | 4.7k | 903.61 |
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| Nxp Semiconductors N V (NXPI) | 0.9 | $4.2M | 17k | 247.77 |
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| Applied Materials (AMAT) | 0.9 | $4.1M | -3% | 20k | 206.23 |
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| Spdr S&P 500 Value Etf Etf (SPYV) | 0.8 | $3.8M | -33% | 75k | 50.10 |
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| Eli Lilly & Co. (LLY) | 0.8 | $3.7M | +2% | 4.8k | 777.99 |
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| Energy Select Sector SPDR ETF Etf (XLE) | 0.7 | $3.5M | 37k | 94.41 |
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| Thermo Fisher Scientific (TMO) | 0.6 | $3.1M | +6% | 5.3k | 581.24 |
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| Cheniere Energy (LNG) | 0.6 | $3.0M | -3% | 19k | 161.28 |
|
| Technology Select SPDR Etf (XLK) | 0.6 | $2.9M | +312% | 14k | 208.27 |
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| Vanguard CRSP US Mid Cap Index Etf (VO) | 0.6 | $2.7M | -5% | 11k | 249.86 |
|
| iShares DJ International Select Div Index Etf (IDV) | 0.6 | $2.7M | -5% | 95k | 28.04 |
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| S&p Global (SPGI) | 0.5 | $2.2M | +5% | 5.2k | 425.44 |
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| iShares 0-5 Year Invmt Grade Corp Bd ETF Etf (SLQD) | 0.4 | $2.1M | -3% | 43k | 49.22 |
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| Facebook Inc cl a (META) | 0.4 | $2.0M | +384% | 4.1k | 485.62 |
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| Wells Fargo & Company (WFC) | 0.4 | $2.0M | -3% | 35k | 57.96 |
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| Lennar Corporation (LEN) | 0.4 | $2.0M | -5% | 12k | 171.98 |
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| Intercontinental Exchange (ICE) | 0.4 | $1.9M | NEW | 14k | 137.43 |
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| JPMorgan Ultra-Short Income ETF Etf (JPST) | 0.4 | $1.9M | -19% | 37k | 50.45 |
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| PowerShares QQQ Trust Etf (QQQ) | 0.4 | $1.8M | -3% | 4.1k | 444.01 |
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| Alphabet Inc Class C cs (GOOG) | 0.4 | $1.7M | +2% | 11k | 152.26 |
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| Palo Alto Networks (PANW) | 0.3 | $1.6M | -23% | 5.7k | 284.13 |
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| Texas Instruments Incorporated (TXN) | 0.3 | $1.6M | 9.0k | 174.21 |
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| Skyworks Solutions (SWKS) | 0.3 | $1.3M | -17% | 12k | 108.32 |
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| Ulta Salon, Cosmetics & Fragrance (ULTA) | 0.3 | $1.3M | +4% | 2.5k | 522.88 |
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| CHECK POINT SOFTWARE Technolog Com Stk (CHKP) | 0.3 | $1.2M | -3% | 7.5k | 164.01 |
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| Vanguard Russell 1000 Growth ETF Etf (VONG) | 0.2 | $1.2M | -5% | 14k | 86.67 |
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| Vanguard 500 ETF Etf (VOO) | 0.2 | $1.1M | -3% | 2.4k | 480.69 |
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| UnitedHealth (UNH) | 0.2 | $1.0M | 2.1k | 494.63 |
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| Norfolk Southern (NSC) | 0.2 | $1.0M | -65% | 4.1k | 254.88 |
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| iShares iBonds Dec 2025 Term Corp ETF Etf (IBDQ) | 0.2 | $1.0M | -24% | 40k | 24.81 |
|
| Vanguard Small Cap Etf (VB) | 0.2 | $990k | 4.3k | 228.59 |
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| Target Corporation (TGT) | 0.2 | $962k | -2% | 5.4k | 177.22 |
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| Vanguard Large Cap US Prime Market 750 Etf (VV) | 0.2 | $946k | 3.9k | 239.78 |
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| Micron Technology (MU) | 0.2 | $924k | -7% | 7.8k | 117.89 |
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| S&P MidCap 400 SPDRs Etf (MDY) | 0.2 | $854k | -3% | 1.5k | 556.40 |
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| Vanguard SmCap Value ETF Etf (VBR) | 0.2 | $806k | -11% | 4.2k | 191.88 |
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| SPDR Portfolio Large Cap ETF Etf (SPLG) | 0.2 | $800k | -15% | 13k | 61.53 |
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| Vanguard MSCI US Prime Mkt Value ETF Etf (VTV) | 0.2 | $747k | 4.6k | 162.86 |
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| iShares iBonds Dec 2024 Term Corp ETF Etf (IBDP) | 0.2 | $736k | 29k | 25.05 |
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| Discover Financial Services (DFS) | 0.1 | $705k | 5.4k | 131.09 |
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| JPMorgan Equity Premium Income ETF Etf (JEPI) | 0.1 | $701k | -11% | 12k | 57.86 |
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| iShares S&P MidCap 400 Idx Etf (IJH) | 0.1 | $669k | +400% | 11k | 60.74 |
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| Vanguard Dividend Apprciation Index Etf (VIG) | 0.1 | $658k | -12% | 3.6k | 182.61 |
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| 1/100 Berkshire Htwy Cla 100 | 0.1 | $634k | 100.00 | 6344.40 |
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| Vanguard Total World Etf (VT) | 0.1 | $628k | 5.7k | 110.50 |
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| Cisco Systems (CSCO) | 0.1 | $613k | 12k | 49.91 |
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| Vanguard Health Care Etf (VHT) | 0.1 | $587k | 2.2k | 270.55 |
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| SPDR S&P Dep Rcpt Etf (SPY) | 0.1 | $586k | 1.1k | 523.07 |
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| ARK Innovation ETF Etf (ARKK) | 0.1 | $580k | -5% | 12k | 50.08 |
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| Walt Disney Company (DIS) | 0.1 | $567k | -17% | 4.6k | 122.36 |
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| Caterpillar (CAT) | 0.1 | $548k | -4% | 1.5k | 366.39 |
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| Vanguard US MidCap Value Index Etf (VOE) | 0.1 | $526k | -27% | 3.4k | 155.90 |
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| iShares Russell 1000 Growth Idx Etf (IWF) | 0.1 | $523k | +2% | 1.6k | 337.03 |
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| Vanguard Short Term Bond Etf (BSV) | 0.1 | $503k | 6.6k | 76.67 |
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| Taiwan Semiconductor Adr (TSM) | 0.1 | $464k | 3.4k | 136.05 |
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| iShares Morningstar Mid-Cap Growth ETF Etf (IMCG) | 0.1 | $459k | 6.5k | 70.68 |
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| WisdomTree Dynamic Ccy Hdgd Intl Eq ETF Etf (DDWM) | 0.1 | $455k | -2% | 13k | 34.20 |
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| Yum! Brands (YUM) | 0.1 | $451k | 3.3k | 138.65 |
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| iShares iBonds Dec 2027 Term Corp ETF Etf (IBDS) | 0.1 | $435k | -7% | 18k | 23.80 |
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| SPDR Portfolio Mid Cap ETF Etf (SPMD) | 0.1 | $419k | -16% | 7.9k | 53.34 |
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| Honeywell International (HON) | 0.1 | $398k | 1.9k | 205.25 |
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| Vanguard Consumer Staples ETF Etf (VDC) | 0.1 | $374k | 1.8k | 204.18 |
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| Williams-Sonoma (WSM) | 0.1 | $357k | NEW | 1.1k | 317.40 |
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| Vanguard MSCI US SmCap Growth Etf (VBK) | 0.1 | $356k | -3% | 1.4k | 260.64 |
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| Aberdeen Swiss Gold Trust Etf (SGOL) | 0.1 | $353k | -92% | 17k | 21.24 |
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| Tesla Motors (TSLA) | 0.1 | $353k | -25% | 2.0k | 175.79 |
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| TJX Companies (TJX) | 0.1 | $349k | 3.4k | 101.42 |
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| Schw US Brd Mkt Etf Etf (SCHB) | 0.1 | $345k | 5.7k | 61.05 |
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| iShares S&P US Preferred Stock Idx Etf (PFF) | 0.1 | $344k | -23% | 11k | 32.23 |
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| Toyota Motor Corporation (TM) | 0.1 | $334k | 1.3k | 251.67 |
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| iShares Russell Midcap Value Idx Etf (IWS) | 0.1 | $333k | -3% | 2.7k | 125.33 |
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| Schwab US LargeCap Growth ETFA Etf (SCHG) | 0.1 | $332k | -10% | 3.6k | 92.71 |
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| Lowe's Companies (LOW) | 0.1 | $331k | 1.3k | 254.73 |
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| Merck & Co (MRK) | 0.1 | $322k | -2% | 2.4k | 131.94 |
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| Fiserv (FI) | 0.1 | $314k | 2.0k | 159.82 |
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| Vanguard High Dividend Yield Etf (VYM) | 0.1 | $309k | 2.6k | 120.99 |
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| iShares iBonds Dec 2026 Term Corp ETF Etf (IBDR) | 0.1 | $303k | 13k | 23.85 |
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| Broadcom (AVGO) | 0.1 | $302k | -31% | 228.00 | 1325.82 |
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| Shopify Inc cl a (SHOP) | 0.1 | $295k | -24% | 3.8k | 77.17 |
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| ProShares S&P MidCap 400 Dividend Arst Etf (REGL) | 0.1 | $293k | -8% | 3.7k | 78.56 |
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| Duke Energy (DUK) | 0.1 | $285k | -3% | 2.9k | 96.71 |
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| Cirrus Logic (CRUS) | 0.1 | $278k | 3.0k | 92.56 |
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| Pfizer (PFE) | 0.1 | $273k | -11% | 9.8k | 27.75 |
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| iShares S&P 500 Idx Etf (IVV) | 0.1 | $267k | NEW | 508.00 | 526.10 |
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| CVS Caremark Corporation (CVS) | 0.1 | $266k | -2% | 3.3k | 79.76 |
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| Vanguard REIT Etf (VNQ) | 0.1 | $263k | -5% | 3.0k | 86.49 |
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| Bank of America Corporation (BAC) | 0.1 | $245k | NEW | 6.4k | 37.92 |
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| iShares Russell Midcap Idx Etf (IWR) | 0.0 | $236k | NEW | 2.8k | 84.09 |
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| Verizon Communications (VZ) | 0.0 | $233k | NEW | 5.5k | 41.96 |
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| SPDR S&P 600 Small Cap Growth ETF Etf (SLYG) | 0.0 | $225k | NEW | 2.6k | 87.23 |
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| Vanguard Growth ETF Etf (VUG) | 0.0 | $224k | -26% | 650.00 | 344.09 |
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| iShares Core Dividend Growth ETF Etf (DGRO) | 0.0 | $224k | NEW | 3.9k | 58.07 |
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| iShares Russell Midcap Growth Idx Etf (IWP) | 0.0 | $202k | NEW | 1.8k | 114.14 |
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| Procter & Gamble Company (PG) | 0.0 | $202k | NEW | 1.2k | 162.25 |
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| Chevron Corporation (CVX) | 0.0 | $202k | -19% | 1.3k | 157.74 |
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| Female Health (VERU) | 0.0 | $42k | NEW | 60k | 0.70 |
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Past Filings by American Money Management
SEC 13F filings are viewable for American Money Management going back to 2013
- American Money Management 2024 Q1 filed May 9, 2024
- American Money Management 2023 Q3 filed Nov. 13, 2023
- American Money Management 2023 Q2 filed Aug. 8, 2023
- American Money Management 2023 Q1 filed May 10, 2023
- American Money Management 2022 Q4 filed Feb. 10, 2023
- American Money Management 2022 Q3 filed Nov. 10, 2022
- American Money Management 2022 Q2 filed Aug. 2, 2022
- American Money Management 2022 Q1 filed May 12, 2022
- American Money Management 2021 Q4 filed Feb. 11, 2022
- American Money Management 2021 Q3 filed Nov. 12, 2021
- American Money Management 2021 Q2 filed Aug. 10, 2021
- American Money Management 2021 Q1 filed May 12, 2021
- American Money Management 2020 Q4 filed Feb. 10, 2021
- American Money Management 2020 Q3 filed Nov. 12, 2020
- American Money Management 2020 Q2 filed Aug. 13, 2020
- American Money Management 2020 Q1 filed May 13, 2020