American Money Management, LLC Reduced Holdings in Q4 2024

American Money Management, LLC

  • $504 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SCHW
Schwab Charles Corp

Financial Services
-68.3K
- 86.18%
$63.31 - $82.85 $4.32M - $5.66M
11K $810K
LLY
Eli Lilly & CO

Healthcare
-2
- 0.04%
$727.2 - $932.06 $1.45K - $1.86K
4.79K $3.69M
QCOM
Qualcomm Inc

Technology
-42
- 0.16%
$150.4 - $178.04 $6.32K - $7.48K
27K $4.16M
AMAT
Applied Materials Inc

Technology
-114
- 1.09%
$161.44 - $213.89 $18.4K - $24.4K
10.3K $1.68M
LEN
Lennar Corp

Consumer Cyclical
-1.14K
- 22.56%
$136.2 - $188.96 $155K - $215K
3.9K $532K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-6.91K
- 40.62%
$50.37 - $50.6 $348K - $350K
10.1K $508K
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
-13.4K
- 40.96%
$25.0 - $25.11 $336K - $338K
19.4K $485K
SBUX
Starbucks Corp

Consumer Cyclical
-18
- 0.03%
$87.44 - $102.5 $1.57K - $1.85K
52.7K $4.8M
NXPI
Nxp Semiconductors N.V.

Technology
-63
- 0.64%
$207.27 - $255.58 $13.1K - $16.1K
9.74K $2.02M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-2.75K
- 49.97%
$77.02 - $78.58 $212K - $216K
2.76K $212K
CVX
Chevron Corp

Energy
-1.02K
- 28.19%
$141.15 - $162.53 $144K - $166K
2.61K $377K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-176
- 1.83%
$442.29 - $483.08 $77.8K - $85K
9.43K $4.27M
VIG
Vanguard Dividend Appreciation

ETFs
-719
- 18.56%
N/A
3.16K $574K
SLQD
Ishares 0 5 Year Investment Gr

ETFs
-1.83K
- 4.6%
$49.58 - $50.28 $90.6K - $91.9K
37.9K $1.88M
MU
Micron Technology Inc

Technology
-131
- 2.84%
$84.16 - $113.41 $11K - $14.9K
4.49K $377K
USFR
Wisdomtree Floating Rate Treas

ETFs
-1.71K
- 27.0%
$50.23 - $50.46 $85.7K - $86.1K
4.62K $232K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-644
- 25.28%
$126.68 - $134.74 $81.6K - $86.8K
1.9K $242K
VONG
Vanguard Russell 1000 Growth E

ETFs
-1.62K
- 12.99%
$95.27 - $107.82 $154K - $175K
10.9K $1.12M
VUG
Vanguard Growth ETF

ETFs
-224
- 31.24%
$378.79 - $428.11 $84.8K - $95.9K
493 $202K
NSC
Norfolk Southern Corp

Industrials
-47
- 1.24%
$230.6 - $277.0 $10.8K - $13K
3.76K $881K
IWS
Ishares Russell Midcap Value E

ETFs
-437
- 17.74%
$128.08 - $140.32 $56K - $61.3K
2.03K $262K
CAT
Caterpillar Inc

Industrials
-59
- 4.23%
$360.37 - $416.88 $21.3K - $24.6K
1.34K $484K
VB
Vanguard Small Cap ETF

ETFs
-309
- 7.25%
$233.76 - $261.58 $72.2K - $80.8K
3.95K $950K
DUK
Duke Energy Corp

Utilities
-355
- 12.2%
$105.76 - $120.76 $37.5K - $42.9K
2.56K $275K
LOW
Lowes Companies Inc

Consumer Cyclical
-100
- 8.58%
$244.52 - $284.07 $24.5K - $28.4K
1.07K $262K
VTV
Vanguard Value ETF

ETFs
-151
- 3.3%
$168.32 - $181.87 $25.4K - $27.5K
4.43K $749K
DDWM
Wisdomtree Tr Currency Hedged

ETFs
-639
- 5.1%
$34.04 - $35.66 $21.8K - $22.8K
11.9K $408K
VT
Vanguard Total World Stk Index

ETFs
-222
- 3.93%
$117.09 - $123.07 $26K - $27.3K
5.42K $636K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-625
- 5.73%
$61.68 - $67.87 $38.6K - $42.4K
10.3K $641K
XLE
Energy Sector Spdr

ETFs
-321
- 11.84%
$83.32 - $97.27 $26.7K - $31.2K
2.39K $204K
VO
Vanguard Mid Cap ETF

ETFs
-139
- 1.29%
$261.5 - $284.63 $36.3K - $39.6K
10.6K $2.8M
SPY
Spdr S&P 500 ETF Trust

ETFs
-77
- 6.35%
$567.81 - $607.81 $43.7K - $46.8K
1.14K $665K
VOE
Vanguard Mid Cap Value Index F

ETFs
-35
- 1.03%
$160.89 - $176.18 $5.63K - $6.17K
3.36K $542K
VBR
Vanguard Small Cap Value ETF

ETFs
-73
- 1.82%
$197.36 - $217.3 $14.4K - $15.9K
3.93K $778K
VBK
Vanguard Small Cap Growth ETF

ETFs
-133
- 9.74%
$264.18 - $304.19 $35.1K - $40.5K
1.23K $345K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-518
- 4.47%
$66.77 - $71.52 $34.6K - $37K
11.1K $762K
DGRO
Ishares Core Dividend Growth E

ETFs
-108
- 2.95%
$60.73 - $64.94 $6.56K - $7.01K
3.56K $218K
TSLA
Tesla, Inc.

Consumer Cyclical
-598
- 36.2%
$213.65 - $479.86 $128K - $287K
1.05K $425K
SPMD
Spdr Portfolio

ETFs
-14
- 0.2%
$54.13 - $59.56 $758 - $834
6.93K $379K
INTU
Intuit Inc

Technology
-160
- 1.17%
$602.01 - $706.25 $96.3K - $113K
13.5K $8.5M
IVV
Ishares Core S&P 500 ETF

ETFs
-8
- 1.53%
$570.51 - $610.59 $4.56K - $4.88K
515 $303K
WSM
Williams Sonoma Inc

Consumer Cyclical
-324
- 14.3%
$129.13 - $198.21 $41.8K - $64.2K
1.94K $359K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-10
- 0.77%
$521.84 - $558.82 $5.22K - $5.59K
1.28K $690K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-6
- 0.37%
$370.24 - $418.94 $2.22K - $2.51K
1.61K $648K
DIS
Walt Disney CO

Communication Services
-123
- 3.15%
$92.39 - $117.6 $11.4K - $14.5K
3.79K $421K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-38
- 0.87%
$481.22 - $538.17 $18.3K - $20.5K
4.33K $2.21M
GOOG
Alphabet Inc.

Communication Services
-35
- 0.38%
$163.08 - $198.16 $5.71K - $6.94K
9.23K $1.76M
PAYX
Paychex Inc

Industrials
-4
- 0.01%
$135.86 - $148.73 $543 - $595
42.8K $6M
COST
Costco Wholesale Corp

Consumer Defensive
-88
- 0.72%
$873.59 - $994.69 $76.9K - $87.5K
12.1K $11.1M
Activity Summary
Buys All Purchases 64 New Holdings 7 Increased Positions 57 Sells All Sells 56 Reductions 56 Sold out 0 Options Calls 0 Puts 0
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