Asset Management Group, Inc. Portfolio Holdings

Asset Management Group, Inc.

  • $693 Million
  • Q4 2024

Asset Management Group, Inc. has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $693 Million distributed in 132 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Berkshire Hathaway Inc with a value of $136M, Vanguard Small Cap Value ETF with a value of $29.2M, Apple Inc. with a value of $24.9M, Invesco Qqq Trust, Series 1 with a value of $20.8M, and Ishares Russell Midcap Value E with a value of $19.6M.

Examining the 13F form we can see an decrease of $9.67M in the current position value, from $702M to 693M.

Asset Management Group, Inc. is based out at Stamford, CT

Below you can find more details about Asset Management Group, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $693 Million
ETFs: $448 Million
Financial Services: $152 Million
Technology: $33.4 Million
Consumer Cyclical: $21.4 Million
Communication Services: $12.8 Million
Consumer Defensive: $11.6 Million
Healthcare: $7.57 Million
Industrials: $5.58 Million
Other: $895,000

Stock Holdings Table Market Cap. of Under $50 Millions

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

Summary

  • Portfolio
  • No. of Stocks 132
  • Current Value $693 Million
  • Prior Value $702 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 14, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 0 stocks
  • Additional Purchases 71 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 53 stocks
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