Am Investment Strategies LLC Top Holdings and 13F Report (2025) About Am Investment Strategies LLCInvestment ActivityAm Investment Strategies LLC has $424.99 thousand in total holdings as of June 30, 2025.Am Investment Strategies LLC owns shares of 107 different stocks, but just 21 companies or ETFs make up 80% of its holdings.Approximately 8.66% of the portfolio was purchased this quarter.About 9.17% of the portfolio was sold this quarter.This quarter, Am Investment Strategies LLC has purchased 106 new stocks and bought additional shares in 61 stocks.Am Investment Strategies LLC sold shares of 19 stocks and completely divested from 7 stocks this quarter.Largest Holdings Apple $61,324Berkshire Hathaway $60,612Amazon.com $44,942Meta Platforms $16,082Alphabet $16,075 Largest New Holdings this Quarter 343498101 - Flowers Foods $1,408 Holding097023105 - Boeing $317 Holding92537N108 - Vertiv $316 Holding697435105 - Palo Alto Networks $265 Holding007903107 - Advanced Micro Devices $264 Holding Largest Purchases this Quarter Sportradar Group 414,000 shares (about $11.62K)Tesla 13,604 shares (about $4.32K)ASML 5,003 shares (about $4.01K)Berkshire Hathaway 7,910 shares (about $3.84K)NVIDIA 9,595 shares (about $1.52K) Largest Sales this Quarter Amazon.com 54,064 shares (about $11.86K)Apple 34,811 shares (about $7.14K)The Goldman Sachs Group 9,105 shares (about $6.44K)Bristol Myers Squibb 69,156 shares (about $3.20K)Meta Platforms 4,263 shares (about $3.15K) 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$61,324$7,142 ▼-10.4%298,89814.4%Computer and TechnologyBRK.BBerkshire Hathaway$60,612$3,842 ▲6.8%124,77514.3%FinanceAMZNAmazon.com$44,942$11,861 ▼-20.9%204,85310.6%Retail/WholesaleMETAMeta Platforms$16,082$3,146 ▼-16.4%21,7893.8%Computer and TechnologyGOOGAlphabet$16,075$689 ▲4.5%90,6203.8%Computer and TechnologyTSLATesla$15,238$4,321 ▲39.6%47,9713.6%Auto/Tires/TrucksGEGE Aerospace$15,174$61 ▲0.4%58,9563.6%AerospaceMSFTMicrosoft$14,352$174 ▲1.2%28,8553.4%Computer and TechnologySRADSportradar Group$12,936$11,625 ▲886.7%460,6903.0%Consumer DiscretionaryUSBU.S. Bancorp$10,427$25 ▼-0.2%230,4392.5%FinanceRJFRaymond James Financial$9,826$1 ▲0.0%64,0712.3%FinanceAPOApollo Global Management$9,358$425 ▲4.8%65,9692.2%FinanceNVDANVIDIA$9,281$1,516 ▲19.5%58,7482.2%Computer and TechnologySOSouthern$9,076$97 ▲1.1%98,8382.1%UtilitiesASMLASML$7,549$4,009 ▲113.2%9,4211.8%Computer and TechnologyJPMJPMorgan Chase & Co.$7,475$79 ▼-1.1%25,7861.8%FinanceGE VERNOVA INC$5,223$29 ▲0.6%9,8721.2%COMFIDELITY WISE ORIGIN BITCOIN$5,164$915 ▲21.5%54,9471.2%SHSGSThe Goldman Sachs Group$4,582$6,443 ▼-58.4%6,4751.1%FinanceTFCTruist Financial$3,743$65 ▲1.8%87,0780.9%FinanceEPDEnterprise Products Partners$3,692$108 ▲3.0%119,0900.9%EnergyCOSTCostco Wholesale$3,308$36 ▼-1.1%3,3420.8%Retail/WholesaleWMTWalmart$3,246$855 ▲35.8%33,2060.8%Retail/WholesaleMSMorgan Stanley$3,108$19 ▲0.6%22,0690.7%FinanceJNJJohnson & Johnson$2,935$13 ▲0.5%19,2180.7%MedicalONBOld National Bancorp$2,8630.0%134,1630.7%FinanceAMGNAmgen$2,377$25 ▲1.1%8,5150.6%MedicalBRK.ABerkshire Hathaway$2,186$1,457 ▼-40.0%30.5%FinanceUPSUnited Parcel Service$2,177$78 ▼-3.5%21,5730.5%TransportationHDHome Depot$2,162$105 ▲5.1%5,8990.5%Retail/WholesaleGEHCGE HealthCare Technologies$2,154$452 ▲26.5%29,0850.5%MedicalCATCaterpillar$2,082$363 ▲21.1%5,3650.5%IndustrialsFHNFirst Horizon$2,006$3 ▲0.1%94,6350.5%FinanceSBCFSeacoast Banking Corporation of Florida$1,959$280 ▲16.7%70,9500.5%FinanceSPYSPDR S&P 500 ETF Trust$1,879$509 ▲37.2%3,0420.4%FinanceHSTMHealthStream$1,5970.0%57,7390.4%Computer and TechnologyMCDMcDonald's$1,579$8 ▲0.5%5,4070.4%Retail/WholesaleTSMTaiwan Semiconductor Manufacturing$1,511$0 ▲0.0%6,6740.4%Computer and TechnologyKOCocaCola$1,501$11 ▲0.7%21,2270.4%Consumer StaplesUSLMUnited States Lime & Minerals$1,4970.0%15,0000.4%ConstructionSTWDStarwood Property Trust$1,459$297 ▲25.6%72,7260.3%FinanceARIApollo Commercial Real Estate Finance$1,435$325 ▲29.3%148,2480.3%FinanceVVisa$1,433$26 ▼-1.8%4,0390.3%Business ServicesFLOFlowers Foods$1,408$1,408 ▲New Holding88,1250.3%Consumer StaplesPNFPPinnacle Financial Partners$1,255$1 ▲0.1%11,3680.3%FinanceSNVSynovus Financial$1,247$267 ▲27.2%24,1120.3%FinanceQQQInvesco QQQ$1,227$164 ▲15.4%2,2240.3%FinanceMUMicron Technology$1,220$437 ▲55.9%9,9040.3%Computer and TechnologyLLYEli Lilly and Company$1,201$93 ▲8.4%1,5410.3%MedicalMRKMerck & Co., Inc.$1,201$100 ▼-7.7%15,1780.3%MedicalVZVerizon Communications$1,157$32 ▼-2.7%26,7440.3%Computer and TechnologyRSPInvesco S&P 500 Equal Weight ETF$1,149$17 ▲1.5%6,3250.3%ETFGOOGLAlphabet$1,141$10 ▲0.9%6,4770.3%Computer and TechnologyDHRDanaher$1,0120.0%5,1260.2%MedicalCBLCBL & Associates Properties$9830.0%38,7240.2%FinanceBF.BBrown-Forman$846$450 ▲113.5%31,4510.2%Consumer StaplesDIASPDR Dow Jones Industrial Average ETF Trust$831$114 ▲15.9%1,8880.2%FinanceHUT 8 CORP$8180.0%44,0000.2%COMVIGVanguard Dividend Appreciation ETF$8070.0%3,9430.2%ETFBMYBristol Myers Squibb$782$3,199 ▼-80.4%16,9040.2%MedicalABBVAbbVie$779$27 ▲3.7%4,1970.2%MedicalCVXChevron$776$48 ▲6.6%5,4210.2%EnergyGPNGlobal Payments$749$14 ▼-1.9%9,3600.2%Business ServicesCIFRCipher Mining$7400.0%155,0000.2%Business ServicesIBMInternational Business Machines$728$4 ▲0.5%2,4710.2%Computer and TechnologyPALANTIR TECHNOLOGIES INC$604$121 ▲25.1%4,4350.1%CL ASTTState Street$595$1 ▲0.1%5,5960.1%FinanceMSTRMicroStrategy$579$7 ▼-1.2%1,4340.1%Computer and TechnologyJEFJefferies Financial Group$5460.0%10,0000.1%FinanceWMWaste Management$5420.0%2,3690.1%Business ServicesSLFSun Life Financial$538$1 ▲0.2%8,1090.1%FinanceLULUlululemon athletica$5320.0%2,2420.1%Consumer DiscretionaryCHWYChewy$528$13 ▼-2.5%12,4110.1%Retail/WholesaleIVViShares Core S&P 500 ETF$525$1 ▲0.1%8470.1%ETFDISWalt Disney$503$278 ▼-35.6%4,0830.1%Consumer DiscretionaryCSCOCisco Systems$498$3 ▲0.7%7,1850.1%Computer and TechnologyUBERUber Technologies$490$2 ▲0.3%5,2550.1%Computer and TechnologyESLTElbit Systems$480$31 ▲6.9%1,0690.1%AerospaceETEnergy Transfer$429$422 ▲5,825.8%23,7030.1%EnergyDUKDuke Energy$426$3 ▲0.6%3,6160.1%UtilitiesPFFiShares Preferred and Income Securities ETF$419$4 ▲0.9%13,6610.1%ETFMCKMcKesson$3640.0%4970.1%MedicalBXBlackstone$332$7 ▼-2.2%2,2210.1%FinanceBABoeing$317$317 ▲New Holding1,5170.1%AerospaceVRTVertiv$316$316 ▲New Holding2,4650.1%Computer and TechnologyRTXRTX$304$38 ▲14.3%2,0840.1%AerospaceXOMExxon Mobil$299$37 ▲14.2%2,7760.1%EnergyNFLXNetflix$294$7 ▲2.3%2200.1%Consumer DiscretionaryPGProcter & Gamble$293$79 ▲37.1%1,8450.1%Consumer StaplesPANWPalo Alto Networks$265$265 ▲New Holding1,2970.1%Computer and TechnologyFNCLFidelity MSCI Financials Index ETF$264$1 ▲0.2%3,5750.1%ETFAMDAdvanced Micro Devices$264$264 ▲New Holding1,8650.1%Computer and TechnologyBABAAlibaba Group$2630.0%2,3200.1%Retail/WholesaleEMREmerson Electric$263$40 ▼-13.2%1,9800.1%IndustrialsUNPUnion Pacific$254$254 ▲New Holding1,1060.1%TransportationRFRegions Financial$2450.0%10,4550.1%FinanceBUDAnheuser-Busch InBev SA/NV$225$1 ▲0.3%3,2840.1%Consumer StaplesASTEAstec Industries$221$221 ▲New Holding5,3190.1%IndustrialsNEENextEra Energy$211$1 ▲0.4%3,0520.0%UtilitiesAFLAflac$2100.0%2,0000.0%FinanceShowing 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. 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