Advanced Asset Management Advisors Inc has filed its 13F form on April 17, 2025 for Q1 2025 where it was disclosed a total value porftolio of $364 Million distributed in 85 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $45.2M, Ishares Core S&P 500 ETF with a value of $38.9M, T Mobile Us, Inc. with a value of $14.8M, Visa Inc. with a value of $13.4M, and Microsoft Corp with a value of $12.8M.

Examining the 13F form we can see an decrease of $17.9M in the current position value, from $382M to 364M.

Advanced Asset Management Advisors Inc is based out at Dublin, OH

Below you can find more details about Advanced Asset Management Advisors Inc portfolio as well as his latest detailed transactions.

Portfolio value $364 Million
ETFs: $97.2 Million
Technology: $61.5 Million
Industrials: $41.6 Million
Communication Services: $35.3 Million
Financial Services: $29 Million
Consumer Defensive: $28 Million
Energy: $18.8 Million
Consumer Cyclical: $16.9 Million
Other: $35.6 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 85
  • Current Value $364 Million
  • Prior Value $382 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 17, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 7 stocks
  • Additional Purchases 12 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 17 stocks
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