American Money Management, LLC Top Holdings and 13F Report (2025) About American Money Management, LLCInvestment ActivityAmerican Money Management, LLC has $565.78 million in total holdings as of June 30, 2025.American Money Management, LLC owns shares of 148 different stocks, but just 39 companies or ETFs make up 80% of its holdings.Approximately 4.04% of the portfolio was purchased this quarter.About 2.02% of the portfolio was sold this quarter.This quarter, American Money Management, LLC has purchased 135 new stocks and bought additional shares in 60 stocks.American Money Management, LLC sold shares of 54 stocks and completely divested from 4 stocks this quarter.Largest Holdings Vanguard Short-Term Treasury ETF $35,828,291Vanguard Short-Term Corporate Bond ETF $32,590,301Microsoft $29,677,560Apple $23,090,782Vanguard Intermediate-Term Bond ETF $19,979,262 Largest New Holdings this Quarter 14040H105 - Capital One Financial $1,005,291 Holding90353T100 - Uber Technologies $669,576 Holding127387108 - Cadence Design Systems $629,550 Holding46436E486 - iShares iBonds Dec 2031 Term Corporate ETF $441,861 Holding756109104 - Realty Income $418,018 Holding Largest Purchases this Quarter Vanguard Short-Term Treasury ETF 43,769 shares (about $2.57M)S&P Global 4,623 shares (about $2.44M)Vanguard Short-Term Corporate Bond ETF 21,924 shares (about $1.74M)Alphabet 8,971 shares (about $1.59M)Vanguard Intermediate-Term Bond ETF 14,076 shares (about $1.09M) Largest Sales this Quarter Starbucks 44,313 shares (about $4.06M)Texas Pacific Land 593 shares (about $626.43K)Costco Wholesale 466 shares (about $461.33K)Apple 2,104 shares (about $431.68K)iShares 0-5 Year Investment Grade Corporate Bond ETF 7,527 shares (about $380.79K) Sector Allocation Over TimeMap of 500 Largest Holdings ofAmerican Money Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVGSHVanguard Short-Term Treasury ETF$35,828,291$2,572,742 ▲7.7%609,5326.3%ETFVCSHVanguard Short-Term Corporate Bond ETF$32,590,301$1,742,958 ▲5.7%409,9415.8%ETFMSFTMicrosoft$29,677,560$35,814 ▼-0.1%59,6645.2%Computer and TechnologyAAPLApple$23,090,782$431,676 ▼-1.8%112,5454.1%Computer and TechnologyBIVVanguard Intermediate-Term Bond ETF$19,979,262$1,088,639 ▲5.8%258,3303.5%ETFVEAVanguard FTSE Developed Markets ETF$19,732,582$129,983 ▲0.7%346,1253.5%ETFJCPBJPMorgan Core Plus Bond ETF$19,277,564$654,887 ▲3.5%409,6383.4%ETFSTIPiShares 0-5 Year TIPS Bond ETF$13,017,379$188,943 ▲1.5%126,4932.3%ETFVVisa$12,438,514$350,436 ▲2.9%35,0332.2%Business ServicesMAMastercard$11,800,278$201,738 ▲1.7%20,9992.1%Business ServicesJPMJPMorgan Chase & Co.$11,496,690$68,419 ▼-0.6%39,6562.0%FinanceCOSTCostco Wholesale$11,257,025$461,329 ▼-3.9%11,3712.0%Retail/WholesaleTPLTexas Pacific Land$11,251,407$626,428 ▼-5.3%10,6512.0%EnergySCHXSchwab US Large-Cap ETF$11,137,129$57,874 ▲0.5%455,6932.0%ETFQUSSPDR MSCI USA StrategicFactors ETF$10,755,945$113,511 ▲1.1%65,9511.9%ETFINTUIntuit$10,538,599$111,057 ▼-1.0%13,3801.9%Computer and TechnologyJPEMJPMorgan Diversified Return Emerging Markets Equity ETF$10,491,234$169,182 ▼-1.6%185,9731.9%ETFVTIVanguard Total Stock Market ETF$10,055,617$5,167 ▼-0.1%33,0851.8%ETFMETAMeta Platforms$9,638,473$543,220 ▲6.0%13,0591.7%Computer and TechnologyPMPhilip Morris International$9,618,467$152,625 ▼-1.6%52,8111.7%Consumer StaplesGEGE Aerospace$9,208,021$295,223 ▲3.3%35,7751.6%AerospaceHDHome Depot$8,814,438$34,464 ▲0.4%24,0411.6%Retail/WholesaleBRBroadridge Financial Solutions$8,661,130$421,658 ▲5.1%35,6381.5%Computer and TechnologyBlackRock Inc$7,958,872$28,331 ▲0.4%7,5851.4%COMABBVAbbVie$7,586,434$4,455 ▼-0.1%40,8711.3%MedicalSCHMSchwab U.S. Mid-Cap ETF$7,178,949$57,587 ▲0.8%255,9341.3%ETFIJRiShares Core S&P Small-Cap ETF$7,095,414$147,322 ▲2.1%64,9231.3%ETFASMLASML$6,982,511$125,017 ▲1.8%8,7131.2%Computer and TechnologyNOCNorthrop Grumman$6,581,794$2,000 ▼0.0%13,1641.2%AerospaceLMTLockheed Martin$6,354,153$189,420 ▼-2.9%13,7201.1%AerospaceMARMarriott International$6,336,989$39,888 ▲0.6%23,1951.1%Consumer DiscretionaryMCDMcDonald's$6,241,661$5,551 ▼-0.1%21,3631.1%Retail/WholesalePAYXPaychex$6,212,820$25,164 ▼-0.4%42,7121.1%Computer and TechnologyUNPUnion Pacific$6,072,417$12,194 ▲0.2%26,3931.1%TransportationDomino s Pizza Inc$6,041,571$416,349 ▲7.4%13,4081.1%COMSDYSPDR S&P Dividend ETF$5,954,441$146,180 ▲2.5%43,8701.1%ETFJNJJohnson & Johnson$5,879,916$101,884 ▲1.8%38,4941.0%MedicalICEIntercontinental Exchange$5,801,753$304,564 ▲5.5%31,6221.0%FinanceSPGIS&P Global$5,578,801$2,437,693 ▲77.6%10,5801.0%FinanceGOOGLAlphabet$5,310,709$124,066 ▼-2.3%30,1350.9%Computer and TechnologyXLKTechnology Select Sector SPDR Fund$5,285,641$280,071 ▲5.6%20,8730.9%ETFQCOMQUALCOMM$5,238,426$955,409 ▲22.3%32,8920.9%Computer and TechnologyQUALiShares MSCI USA Quality Factor ETF$4,952,959$723,236 ▲17.1%27,0920.9%ETFAMZNAmazon.com$4,856,343$555,926 ▲12.9%22,1360.9%Retail/WholesaleNVDANVIDIA$4,142,196$226,558 ▲5.8%26,2180.7%Computer and TechnologyBRK.BBerkshire Hathaway$4,107,185$173,906 ▼-4.1%8,4550.7%FinanceSPYVSPDR Portfolio S&P 500 Value ETF$3,885,476$57,679 ▼-1.5%74,2350.7%ETFLLYEli Lilly and Company$3,720,088$1,559 ▲0.0%4,7720.7%MedicalPEPPepsiCo$3,642,991$64,040 ▲1.8%27,5900.6%Consumer StaplesIDViShares International Select Dividend ETF$3,434,435$87,759 ▲2.6%99,5200.6%ETFGOOGAlphabet$3,227,441$1,591,369 ▲97.3%18,1940.6%Computer and TechnologyWFCWells Fargo & Company$2,930,506$10,416 ▼-0.4%36,5760.5%FinanceVOVanguard Mid-Cap ETF$2,876,167$2,239 ▼-0.1%10,2780.5%ETFCheniere Energy Inc New$2,423,268$91,320 ▼-3.6%9,9510.4%COMQQQInvesco QQQ$2,242,037$49,100 ▼-2.1%4,0640.4%FinanceNXPINXP Semiconductors$2,063,857$61,396 ▼-2.9%9,4460.4%Computer and TechnologyAMATApplied Materials$1,929,558$68,102 ▲3.7%10,5400.3%Computer and TechnologyTXNTexas Instruments$1,534,935$75,158 ▼-4.7%7,3930.3%Computer and TechnologySLQDiShares 0-5 Year Investment Grade Corporate Bond ETF$1,504,966$380,795 ▼-20.2%29,7480.3%ManufacturingVVVanguard Large-Cap ETF$1,130,4080.0%3,9620.2%ETFPANWPalo Alto Networks$1,119,381$12,278 ▲1.1%5,4700.2%Computer and TechnologyULTAUlta Beauty$1,083,471$58,010 ▲5.7%2,3160.2%Retail/WholesaleVONGVanguard Russell 1000 Growth ETF$1,078,513$104,510 ▼-8.8%9,8760.2%ETFCOFCapital One Financial$1,005,291$1,005,291 ▲New Holding4,7250.2%FinanceNSCNorfolk Southern$957,1330.0%3,7390.2%TransportationSCHWCharles Schwab$913,677$50,273 ▼-5.2%10,0140.2%FinanceVBVanguard Small-Cap ETF$875,650$1,659 ▼-0.2%3,6950.2%ETFMDYSPDR S&P MidCap 400 ETF Trust$864,448$4,532 ▼-0.5%1,5260.2%ETFCSCOCisco Systems$863,176$14,501 ▲1.7%12,4410.2%Computer and TechnologyUNHUnitedHealth Group$852,862$107,622 ▲14.4%2,7340.2%MedicalAVGOBroadcom$822,247$122,662 ▲17.5%2,9830.1%Computer and TechnologyVTVVanguard Value ETF$781,805$3,712 ▼-0.5%4,4230.1%ETFVOOVanguard S&P 500 ETF$767,252$48,841 ▲6.8%1,3510.1%ETFBACBank of America$762,406$4,495 ▲0.6%16,1120.1%FinanceSPLGSPDR Portfolio S&P 500 ETF$761,791$16,210 ▼-2.1%10,4800.1%ETFVBRVanguard Small-Cap Value ETF$741,527$27,103 ▼-3.5%3,8030.1%ETFSBUXStarbucks$734,854$4,060,297 ▼-84.7%8,0200.1%Retail/WholesaleBRK.ABerkshire Hathaway$728,8000.0%10.1%FinanceORCLOracle$707,510$63,842 ▲9.9%3,2360.1%Computer and TechnologyVTVanguard Total World Stock ETF$697,0000.0%5,4230.1%ETFSPYSPDR S&P 500 ETF Trust$671,619$5,561 ▼-0.8%1,0870.1%FinanceUBERUber Technologies$669,576$669,576 ▲New Holding7,1770.1%Computer and TechnologyVIGVanguard Dividend Appreciation ETF$639,6160.0%3,1250.1%ETFIJHiShares Core S&P Mid-Cap ETF$635,350$806 ▲0.1%10,2440.1%ETFCDNSCadence Design Systems$629,550$629,550 ▲New Holding2,0430.1%Computer and TechnologyIWFiShares Russell 1000 Growth ETF$628,927$17,411 ▼-2.7%1,4810.1%ETFJEPIJPMorgan Equity Premium Income ETF$589,421$28,539 ▼-4.6%10,3680.1%ETFSGOLabrdn Physical Gold Shares ETF$582,165$6,308 ▲1.1%18,4580.1%ETFADPAutomatic Data Processing$569,306$38,550 ▲7.3%1,8460.1%Computer and TechnologyVOEVanguard Mid-Cap Value ETF$548,9750.0%3,3380.1%ETFVHTVanguard Health Care ETF$530,2410.0%2,1350.1%ETFTGTTarget$517,355$4,045 ▲0.8%5,2440.1%Retail/WholesaleIBDQiShares iBonds Dec 2025 Term Corporate ETF$485,200$755 ▲0.2%19,2690.1%ETFYUMYum! Brands$480,844$1,185 ▼-0.2%3,2450.1%Retail/WholesaleXOMExxon Mobil$467,529$13,152 ▼-2.7%4,3370.1%EnergyDISWalt Disney$467,188$1,240 ▲0.3%3,7670.1%Consumer DiscretionaryCATCaterpillar$455,482$24,852 ▼-5.2%1,1730.1%IndustrialsHONHoneywell International$453,6500.0%1,9480.1%Multi-Sector ConglomeratesIBDWiShares iBonds Dec 2031 Term Corporate ETF$441,861$441,861 ▲New Holding21,0010.1%ETFTSMTaiwan Semiconductor Manufacturing$440,523$172,132 ▼-28.1%1,9450.1%Computer and TechnologyShowing 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. 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