Ami Investment Management Inc Reduced Holdings in Q1 2025

Ami Investment Management Inc

  • $282 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VCIT
Vanguard Intermediate Term Cor

ETFs
-34.9K
- 70.18%
$79.17 - $82.04 $2.76M - $2.86M
14.8K $1.21M
GHC
Graham Holdings CO

Consumer Defensive
-1.12K
- 26.69%
$854.34 - $983.77 $955K - $1.1M
3.07K $2.93M
SPY
Spdr S&P 500 ETF Trust

ETFs
-171
- 0.82%
$551.42 - $612.93 $94.3K - $105K
20.8K $11.6M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-5.73K
- 1.69%
$21.75 - $24.28 $125K - $139K
332K $7.3M
ALSN
Allison Transmission Holdings Inc

Consumer Cyclical
-1.12K
- 3.55%
$93.57 - $120.35 $105K - $135K
30.5K $2.93M
AAPL
Apple Inc.

Technology
-284
- 2.57%
$209.68 - $247.1 $59.5K - $70.2K
10.8K $2.39M
IWM
Ishares Russell 2000 ETF

ETFs
-1.51K
- 50.32%
$198.1 - $229.79 $299K - $347K
1.49K $298K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-173
- 2.29%
$507.05 - $563.67 $87.7K - $97.5K
7.39K $3.78M
META
Meta Platforms, Inc.

Communication Services
-295
- 3.15%
$576.36 - $736.67 $170K - $217K
9.06K $5.23M
ORCL
Oracle Corp

Technology
-409
- 5.49%
$139.81 - $186.47 $57.2K - $76.3K
7.04K $984K
FISV
Fiserv Inc

Technology
-1.26K
- 5.59%
N/A
21.2K $2.66M
JPM
Jpmorgan Chase & CO

Financial Services
-1.34K
- 4.2%
$225.19 - $279.95 $301K - $375K
30.6K $7.49M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-962
- 0.95%
$21.23 - $23.75 $20.4K - $22.8K
101K $2.16M
PEP
Pepsico Inc

Consumer Defensive
-840
- 12.57%
$142.64 - $156.42 $120K - $131K
5.84K $876K
XLE
Energy Sector Spdr

ETFs
-5.68K
- 8.57%
$85.7 - $93.96 $487K - $534K
60.6K $5.6M
TJX
Tjx Companies Inc

Consumer Cyclical
-581
- 1.71%
$112.81 - $126.16 $65.5K - $73.3K
33.5K $4.08M
WMT
Walmart Inc.

Consumer Defensive
-160
- 1.87%
$84.5 - $105.05 $13.5K - $16.8K
8.41K $738K
HBNC
Horizon Bancorp Inc

Financial Services
-1.11K
- 9.29%
$15.0 - $17.76 $16.6K - $19.7K
10.8K $164K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
-470
- 14.65%
$67.08 - $76.14 $31.5K - $35.8K
2.74K $202K
COST
Costco Wholesale Corp

Consumer Defensive
-20
- 8.33%
$890.62 - $1076.86 $17.8K - $21.5K
220 $208K
PG
Procter & Gamble CO

Consumer Defensive
-102
- 3.0%
$158.56 - $176.26 $16.2K - $18K
3.3K $561K
EFA
Ishares Tr Msci Eafe ETF

ETFs
-35
- 0.94%
$74.85 - $84.89 $2.62K - $2.97K
3.7K $305K
VEA
Vanguard Ftse Developed Market

ETFs
-37
- 0.17%
$47.4 - $52.99 $1.75K - $1.96K
21.9K $1.12M
EPD
Enterprise Products Partners L.P.

Energy
-175
- 0.6%
$31.75 - $34.14 $5.56K - $5.97K
28.9K $988K
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-453
- 0.47%
$18.36 - $20.51 $8.32K - $9.29K
95.7K $1.91M
VHT
Vanguard Health Care ETF

ETFs
-489
- 1.6%
$254.06 - $273.83 $124K - $134K
30K $7.88M
V
Visa Inc.

Financial Services
-371
- 2.3%
$306.92 - $362.71 $114K - $135K
15.7K $5.51M
RTX
Raytheon Technologies Corp

Industrials
-1.17K
- 3.18%
$114.1 - $135.66 $134K - $159K
35.7K $4.73M
Activity Summary
Buys All Purchases 33 New Holdings 5 Increased Positions 28 Sells All Sells 29 Reductions 29 Sold out 0 Options Calls 0 Puts 0
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