American Money Management, LLC has filed its 13F form on November 12, 2024 for Q3 2024 where it was disclosed a total value porftolio of $492 Million distributed in 137 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard with a value of $27.6M, Apple Inc. with a value of $27.5M, Vanguard Sht Term Corp Bd ETF with a value of $27.4M, Microsoft Corp with a value of $21.4M, and Vanguard Ftse Developed Market with a value of $17.3M.

Examining the 13F form we can see an increase of $24.5M in the current position value, from $468M to 492M.

Below you can find more details about American Money Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $492 Million
ETFs: $217 Million
Technology: $89.5 Million
Financial Services: $45.3 Million
Consumer Cyclical: $39 Million
Industrials: $32.2 Million
Consumer Defensive: $22.7 Million
Healthcare: $22.6 Million
Energy: $13.7 Million
Other: $10.2 Million

Stock Holdings Table Companies Only

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

Summary

  • Portfolio
  • No. of Stocks 137
  • Current Value $492 Million
  • Prior Value $468 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 12, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 5 stocks
  • Additional Purchases 43 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 74 stocks
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