American Investment Services, Inc. has filed its 13F form on August 14, 2024 for Q2 2024 where it was disclosed a total value porftolio of $553 Million distributed in 156 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Growth ETF with a value of $38.5M, Dimensional ETF Tr U S Equity with a value of $38.3M, World Gold Trust with a value of $36.6M, Dimensional ETF Tr Us Marketwi with a value of $35.7M, and Schwab Strategic Tr Us Broad M with a value of $22.9M.

Examining the 13F form we can see an decrease of $1.01M in the current position value, from $554M to 553M.

Below you can find more details about American Investment Services, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $553 Million
ETFs: $428 Million
Communication Services: $28.7 Million
Technology: $21.5 Million
Financial Services: $17.8 Million
Basic Materials: $11.9 Million
Industrials: $8.23 Million
Consumer Defensive: $6.95 Million
Real Estate: $6.33 Million
Other: $13 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

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

Summary

  • Portfolio
  • No. of Stocks 156
  • Current Value $553 Million
  • Prior Value $554 Million
  • Filing
  • Period Q2 2024
  • Filing Date August 14, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 4 stocks
  • Additional Purchases 47 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 69 stocks
Track This Portfolio

Track American Investment Services, Inc. Portfolio

Follow American Investment Services, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of American Investment Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on American Investment Services, Inc. with notifications on news.