Am Investment Strategies LLC Top Holdings and 13F Report (2025) About Am Investment Strategies LLCInvestment ActivityAm Investment Strategies LLC has $412.11 thousand in total holdings as of March 31, 2025.Am Investment Strategies LLC owns shares of 106 different stocks, but just 21 companies or ETFs make up 80% of its holdings.Approximately 5.26% of the portfolio was purchased this quarter.About 159.01% of the portfolio was sold this quarter.This quarter, Am Investment Strategies LLC has purchased 100 new stocks and bought additional shares in 51 stocks.Am Investment Strategies LLC sold shares of 21 stocks and completely divested from 7 stocks this quarter.Largest Holdings Apple $74,127Berkshire Hathaway $62,240Amazon.com $49,262Meta Platforms $15,016Alphabet $13,550 Largest New Holdings this Quarter N07059210 - ASML $2,927 Holding893641100 - TransDigm Group $730 Holding595112103 - Micron Technology $552 Holding115637209 - Brown-Forman $500 Holding67079K100 - NuScale Power $378 Holding Largest Purchases this Quarter Microsoft 14,095 shares (about $5.29K)ASML 4,418 shares (about $2.93K)Tesla 8,541 shares (about $2.21K)NVIDIA 15,249 shares (about $1.65K)Apollo Global Management 6,338 shares (about $867.93) Largest Sales this Quarter Berkshire Hathaway 1,022,650 shares (about $544.64K)Sportradar Group 413,850 shares (about $88.28K)Energy Transfer 18,296 shares (about $17.98K)Apple 3,433 shares (about $762.57)iShares Preferred and Income Securities ETF 13,449 shares (about $413.14) Sector Allocation Over TimeMap of 500 Largest Holdings ofAm Investment Strategies LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$74,127$763 ▼-1.0%333,70918.0%Computer and TechnologyBRK.BBerkshire Hathaway$62,240$544,643 ▼-89.7%116,86515.1%FinanceAMZNAmazon.com$49,262$209 ▲0.4%258,91712.0%Retail/WholesaleMETAMeta Platforms$15,016$1 ▲0.0%26,0523.6%Computer and TechnologyGOOGAlphabet$13,550$380 ▲2.9%86,7343.3%Computer and TechnologyGEGE Aerospace$11,753$59 ▼-0.5%58,7202.9%IndustrialsMSFTMicrosoft$10,701$5,291 ▲97.8%28,5052.6%Computer and TechnologySRADSportradar Group$9,960$88,283 ▼-89.9%46,6902.4%Consumer DiscretionaryUSBU.S. Bancorp$9,752$401 ▲4.3%230,9882.4%FinanceSOSouthern$8,991$767 ▲9.3%97,7802.2%UtilitiesTSLATesla$8,907$2,214 ▲33.1%34,3672.2%Auto/Tires/TrucksRJFRaymond James$8,8990.0%64,0632.2%FinanceAPOApollo Global Management$8,624$868 ▲11.2%62,9762.1%FinanceGSThe Goldman Sachs Group$8,511$151 ▲1.8%15,5802.1%FinanceJPMJPMorgan Chase & Co.$6,393$10 ▲0.1%26,0601.6%FinanceNVDANVIDIA$5,327$1,653 ▲45.0%49,1531.3%Computer and TechnologyBMYBristol-Myers Squibb$5,249$57 ▲1.1%86,0601.3%MedicalBRK.ABerkshire Hathaway$3,9920.0%51.0%FinanceEPDEnterprise Products Partners$3,947$85 ▲2.2%115,6041.0%EnergyTFCTruist Financial$3,521$2 ▲0.1%85,5660.9%FinanceFIDELITY WISE ORIGIN BITCOIN FUND$3,254$151 ▲4.9%45,2160.8%SHSCOSTCostco Wholesale$3,195$5 ▲0.1%3,3780.8%Retail/WholesaleJNJJohnson & Johnson$3,173$124 ▲4.1%19,1310.8%MedicalCCitigroup$3,000$161 ▲5.7%42,2590.7%FinanceGE VERNOVA INC COM$2,997$31 ▲1.0%9,8180.7%COMASMLASML$2,927$2,927 ▲New Holding4,4180.7%Computer and TechnologyONBOld National Bancorp$2,8430.0%134,1630.7%FinanceAMGNAmgen$2,625$7 ▲0.3%8,4260.6%MedicalMSMorgan Stanley$2,559$130 ▲5.4%21,9320.6%FinanceUPSUnited Parcel Service$2,458$162 ▲7.1%22,3450.6%TransportationWMTWalmart$2,147$188 ▲9.6%24,4590.5%Retail/WholesaleHDHome Depot$2,057$35 ▼-1.7%5,6130.5%Retail/WholesaleHSTMHealthStream$1,8580.0%57,7390.5%Computer and TechnologyGEHCGE HealthCare Technologies$1,855$0 ▲0.0%22,9870.5%MedicalFHNFirst Horizon$1,835$51 ▲2.8%94,5100.4%FinanceMCDMcDonald's$1,680$131 ▼-7.2%5,3780.4%Retail/WholesaleSBCFSeacoast Banking Co. of Florida$1,565$2 ▲0.1%60,8060.4%FinanceKOCoca-Cola$1,509$24 ▼-1.6%21,0700.4%Consumer StaplesMRKMerck & Co., Inc.$1,476$6 ▼-0.4%16,4420.4%MedicalCATCaterpillar$1,461$15 ▲1.0%4,4290.4%IndustrialsVVisa$1,4410.0%4,1120.3%Business ServicesUSLMUnited States Lime & Minerals$1,3260.0%15,0000.3%ConstructionVZVerizon Communications$1,247$118 ▼-8.7%27,4920.3%Computer and TechnologySPYSPDR S&P 500 ETF Trust$1,241$153 ▲14.0%2,2180.3%FinancePNFPPinnacle Financial Partners$1,204$1 ▲0.1%11,3550.3%FinanceLLYEli Lilly and Company$1,175$83 ▲7.6%1,4220.3%MedicalSTWDStarwood Property Trust$1,145$24 ▲2.2%57,9010.3%FinanceTSMTaiwan Semiconductor Manufacturing$1,108$18 ▲1.7%6,6720.3%Computer and TechnologyARIApollo Commercial Real Estate Finance$1,097$30 ▲2.8%114,6670.3%FinanceRSPInvesco S&P 500 Equal Weight ETF$1,079$801 ▲287.6%6,2290.3%ETFDHRDanaher$1,051$205 ▲24.2%5,1260.3%MedicalCBLCBL & Associates Properties$1,029$0 ▲0.0%38,7240.2%FinanceGOOGLAlphabet$993$9 ▼-0.9%6,4200.2%Computer and TechnologyGPNGlobal Payments$934$5 ▼-0.6%9,5400.2%Business ServicesQQQInvesco QQQ$904$287 ▲46.5%1,9270.2%FinanceSNVSynovus Financial$886$7 ▲0.7%18,9530.2%FinanceCVXChevron$850$34 ▼-3.8%5,0830.2%EnergyABBVAbbVie$8480.0%4,0490.2%MedicalVIGVanguard Dividend Appreciation ETF$7650.0%3,9430.2%ETFTDGTransDigm Group$730$730 ▲New Holding5280.2%AerospaceDIASPDR Dow Jones Industrial Average ETF Trust$684$150 ▲28.2%1,6290.2%FinanceLULULululemon Athletica$635$1 ▼-0.1%2,2420.2%Consumer DiscretionaryDISWalt Disney$626$17 ▼-2.7%6,3430.2%Consumer DiscretionaryIBMInternational Business Machines$611$0 ▲0.1%2,4580.1%Computer and TechnologyMUMicron Technology$552$552 ▲New Holding6,3540.1%Computer and TechnologyWMWaste Management$5480.0%2,3690.1%Business ServicesJEFJefferies Financial Group$5360.0%10,0000.1%FinanceHUT 8 CORP COM ISIN #US44812J1043 SEDOL #BQQ8805$5110.0%44,0000.1%COMSTTState Street$501$0 ▲0.1%5,5910.1%FinanceBF.BBrown-Forman$500$500 ▲New Holding14,7330.1%Consumer StaplesIVViShares Core S&P 500 ETF$475$1 ▲0.1%8460.1%ETFSLFSun Life Financial$463$1 ▲0.2%8,0920.1%FinanceCSCOCisco Systems$440$1 ▲0.1%7,1370.1%Computer and TechnologyDUKDuke Energy$438$1 ▲0.2%3,5940.1%UtilitiesMSTRStrategy$418$190 ▼-31.3%1,4510.1%Computer and TechnologyPFFiShares Preferred and Income Securities ETF$416$413 ▼-49.8%13,5420.1%ETFCHWYChewy$4140.0%12,7270.1%Retail/WholesaleETEnergy Transfer$393$17,976 ▼-97.9%4000.1%EnergyESLTElbit Systems$3840.0%1,0000.1%AerospaceUBERUber Technologies$382$40 ▼-9.4%5,2370.1%Computer and TechnologySMRNuScale Power$378$378 ▲New Holding26,6600.1%Computer and TechnologyCIFRCipher Mining$3570.0%155,0000.1%Business ServicesMCKMcKesson$3340.0%4970.1%MedicalBXBlackstone$317$78 ▼-19.8%2,2700.1%FinanceBABAAlibaba Group$307$307 ▲New Holding2,3200.1%Retail/WholesalePALANTIR TECHNOLOGIES INC CL A$299$7 ▲2.3%3,5440.1%CL AXOMExxon Mobil$289$27 ▲10.1%2,4300.1%EnergyEMREmerson Electric$2500.0%2,2800.1%IndustrialsZBHZimmer Biomet$2490.0%2,1980.1%MedicalTAT&T$248$248 ▲New Holding8,7650.1%Computer and TechnologyFNCLFidelity MSCI Financials Index ETF$248$1 ▲0.2%3,5670.1%ETFRTXRTX$242$1 ▲0.3%1,8240.1%AerospacePGProcter & Gamble$229$9 ▼-3.6%1,3460.1%Consumer StaplesRFRegions Financial$2270.0%10,4550.1%FinanceAFLAflac$2220.0%2,0000.1%FinancePGRProgressive$221$221 ▲New Holding7800.1%FinanceNEENextEra Energy$2160.0%3,0410.1%UtilitiesAVGOBroadcom$211$10 ▲5.1%1,2630.1%Computer and TechnologySBUXStarbucks$210$210 ▲New Holding2,1430.1%Retail/WholesaleBUDAnheuser-Busch InBev SA/NV$202$202 ▲New Holding3,2750.0%Consumer StaplesShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
