American Investment Services, Inc. Portfolio Holdings

American Investment Services, Inc.

  • $553 Million
  • Q2 2024

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
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