American Money Management, LLC Top Holdings and 13F Report (2025)

About American Money Management, LLC

Investment Activity

American Money Management, LLC has $527.25 million in total holdings as of March 31, 2025.
American Money Management, LLC owns shares of 135 different stocks, but just 39 companies or ETFs make up 80% of its holdings.
Approximately 3.81% of the portfolio was purchased this quarter.
About 1.32% of the portfolio was sold this quarter.
This quarter, American Money Management, LLC has purchased 139 new stocks and bought additional shares in 57 stocks.
American Money Management, LLC sold shares of 61 stocks and completely divested from 6 stocks this quarter.

Largest Holdings

Vanguard Short-Term Treasury Index ETF: $33,204,630
Vanguard Short-Term Corporate Bond ETF: $30,630,037
Apple: $25,466,939
Microsoft: $22,424,257
Vanguard Intermediate-Term Bond ETF: $18,702,529

Largest New Holdings this Quarter

084670108 - Berkshire Hathaway: $798,442 Holding
12572Q105 - CME Group: $206,396 Holding

Largest Purchases this Quarter

GE Aerospace: 17,419 shares (about $3.49M)
Intercontinental Exchange: 15,761 shares (about $2.72M)
Vanguard Short-Term Treasury Index ETF: 40,734 shares (about $2.39M)
Vanguard Short-Term Corporate Bond ETF: 18,021 shares (about $1.42M)
JPMorgan Core Plus Bond ETF: 25,916 shares (about $1.22M)

Largest Sales this Quarter

Thermo Fisher Scientific: 1,929 shares (about $959.91K)
Check Point Software Technologies: 2,528 shares (about $576.18K)
Texas Pacific Land: 400 shares (about $529.99K)
Berkshire Hathaway: 615 shares (about $327.54K)
JPMorgan Ultra-Short Income ETF: 4,934 shares (about $249.82K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
VGSH Vanguard Short-Term Treasury Index ETF	$33,204,630	$2,390,678 ▲	7.8%	565,763	6.3%	ETF
VCSH Vanguard Short-Term Corporate Bond ETF	$30,630,037	$1,422,577 ▲	4.9%	388,017	5.8%	ETF
AAPL Apple	$25,466,939	$219,020 ▼	-0.9%	114,649	4.8%	Computer and Technology
MSFT Microsoft	$22,424,257	$574,346 ▲	2.6%	59,736	4.3%	Computer and Technology
BIV Vanguard Intermediate-Term Bond ETF	$18,702,529	$925,042 ▲	5.2%	244,254	3.5%	ETF
JCPB JPMorgan Core Plus Bond ETF	$18,614,763	$1,219,089 ▲	7.0%	395,722	3.5%	ETF
VEA Vanguard FTSE Developed Markets ETF	$17,477,646	$545,203 ▲	3.2%	343,845	3.3%	ETF
TPL Texas Pacific Land	$14,897,913	$529,986 ▼	-3.4%	11,244	2.8%	Energy
STIP iShares 0-5 Year TIPS Bond ETF	$12,898,308	$507,005 ▲	4.1%	124,657	2.4%	ETF
V Visa	$11,931,845	$62,733 ▲	0.5%	34,046	2.3%	Business Services
MA Mastercard	$11,313,236	$93,181 ▲	0.8%	20,640	2.1%	Business Services
COST Costco Wholesale	$11,195,279	$217,531 ▼	-1.9%	11,837	2.1%	Retail/Wholesale
QUS SPDR MSCI USA StrategicFactors ETF	$10,224,786	$350,828 ▲	3.6%	65,255	1.9%	ETF
SCHX Schwab US Large-Cap ETF	$10,009,411	$216,273 ▲	2.2%	453,325	1.9%	ETF
JPEM JPMorgan Diversified Return Emerging Markets Equity ETF	$9,962,773	$353,652 ▲	3.7%	188,972	1.9%	ETF
JPM JPMorgan Chase & Co.	$9,785,491	$191,334 ▼	-1.9%	39,892	1.9%	Finance
VTI Vanguard Total Stock Market ETF	$9,097,838	$117,083 ▲	1.3%	33,102	1.7%	ETF
HD Home Depot	$8,776,292	$30,052 ▲	0.3%	23,947	1.7%	Retail/Wholesale
ABBV AbbVie	$8,568,294	$26,818 ▼	-0.3%	40,895	1.6%	Medical
PM Philip Morris International	$8,515,676	$76,349 ▲	0.9%	53,649	1.6%	Consumer Staples
INTU Intuit	$8,301,837	$2,456 ▼	0.0%	13,521	1.6%	Computer and Technology
BR Broadridge Financial Solutions	$8,220,139	$51,159 ▼	-0.6%	33,903	1.6%	Business Services
BlackRock Inc	$7,153,746	$6,626 ▲	0.1%	7,558	1.4%	COM
META Meta Platforms	$7,102,296	$262,237 ▲	3.8%	12,323	1.3%	Computer and Technology
GE GE Aerospace	$6,930,709	$3,486,370 ▲	101.2%	34,628	1.3%	Industrials
NOC Northrop Grumman	$6,742,197	$115,203 ▲	1.7%	13,168	1.3%	Aerospace
MCD McDonald's	$6,679,103	$24,365 ▲	0.4%	21,382	1.3%	Retail/Wholesale
SCHM Schwab U.S. Mid-Cap ETF	$6,651,691	$208,788 ▲	3.2%	253,881	1.3%	ETF
IJR iShares Core S&P Small-Cap ETF	$6,648,024	$211,440 ▲	3.3%	63,575	1.3%	ETF
PAYX Paychex	$6,616,362	$16,817 ▲	0.3%	42,885	1.3%	Business Services
LMT Lockheed Martin	$6,311,703	$151,438 ▲	2.5%	14,129	1.2%	Aerospace
JNJ Johnson & Johnson	$6,273,249	$70,151 ▲	1.1%	37,827	1.2%	Medical
UNP Union Pacific	$6,222,450	$88,352 ▲	1.4%	26,340	1.2%	Transportation
SDY SPDR S&P Dividend ETF	$5,806,135	$42,332 ▲	0.7%	42,793	1.1%	ETF
Domino s Pizza Inc	$5,735,686	$95,564 ▲	1.7%	12,484	1.1%	COM
ASML ASML	$5,670,125	$497,635 ▲	9.6%	8,557	1.1%	Computer and Technology
MAR Marriott International	$5,490,168	$15,006 ▲	0.3%	23,049	1.0%	Consumer Discretionary
ICE Intercontinental Exchange	$5,168,503	$2,718,803 ▲	111.0%	29,962	1.0%	Finance
SBUX Starbucks	$5,133,366	$33,449 ▼	-0.6%	52,333	1.0%	Retail/Wholesale
GOOGL Alphabet	$4,768,975	$53,042 ▼	-1.1%	30,839	0.9%	Computer and Technology
BRK.B Berkshire Hathaway	$4,693,628	$327,537 ▼	-6.5%	8,813	0.9%	Finance
QCOM QUALCOMM	$4,131,090	$23,963 ▼	-0.6%	26,893	0.8%	Computer and Technology
XLK Technology Select Sector SPDR Fund	$4,081,485	$137,309 ▲	3.5%	19,767	0.8%	ETF
PEP PepsiCo	$4,064,128	$34,786 ▲	0.9%	27,105	0.8%	Consumer Staples
QUAL iShares MSCI USA Quality Factor ETF	$3,953,711	$860,260 ▲	27.8%	23,136	0.7%	ETF
LLY Eli Lilly and Company	$3,939,758	$12,389 ▼	-0.3%	4,770	0.7%	Medical
SPYV SPDR Portfolio S&P 500 Value ETF	$3,847,455	$21,807 ▼	-0.6%	75,337	0.7%	ETF
AMZN Amazon.com	$3,729,413	$42,237 ▼	-1.1%	19,602	0.7%	Retail/Wholesale
SPGI S&P Global	$3,026,820	$514,209 ▲	20.5%	5,957	0.6%	Business Services
IDV iShares International Select Dividend ETF	$3,008,227	$115,767 ▲	4.0%	96,977	0.6%	ETF
NVDA NVIDIA	$2,686,086	$152,382 ▼	-5.4%	24,784	0.5%	Computer and Technology
VO Vanguard Mid-Cap ETF	$2,660,234	$79,916 ▼	-2.9%	10,286	0.5%	ETF
WFC Wells Fargo & Company	$2,635,124		0.0%	36,706	0.5%	Finance
Cheniere Energy Inc New	$2,389,436	$152,955 ▼	-6.0%	10,326	0.5%	COM
QQQ Invesco QQQ	$1,947,432	$81,123 ▼	-4.0%	4,153	0.4%	Finance
SLQD iShares 0-5 Year Investment Grade Corporate Bond ETF	$1,874,185	$31,123 ▼	-1.6%	37,275	0.4%	Manufacturing
NXPI NXP Semiconductors	$1,848,714	$2,281 ▼	-0.1%	9,727	0.4%	Computer and Technology
TMO Thermo Fisher Scientific	$1,720,283	$959,915 ▼	-35.8%	3,457	0.3%	Medical
AMAT Applied Materials	$1,475,580	$20,462 ▼	-1.4%	10,168	0.3%	Computer and Technology
GOOG Alphabet	$1,440,838	$625 ▼	0.0%	9,223	0.3%	Computer and Technology
TXN Texas Instruments	$1,393,574	$40,433 ▼	-2.8%	7,755	0.3%	Computer and Technology
UNH UnitedHealth Group	$1,251,074	$9,950 ▼	-0.8%	2,389	0.2%	Medical
VV Vanguard Large-Cap ETF	$1,018,397	$1,285 ▲	0.1%	3,962	0.2%	ETF
VONG Vanguard Russell 1000 Growth ETF	$1,005,172	$2,227 ▼	-0.2%	10,833	0.2%	ETF
PANW Palo Alto Networks	$923,162	$151,870 ▼	-14.1%	5,410	0.2%	Computer and Technology
NSC Norfolk Southern	$885,637	$3,790 ▼	-0.4%	3,739	0.2%	Transportation
DFS Discover Financial Services	$840,868	$31,409 ▼	-3.6%	4,926	0.2%	Finance
SCHW Charles Schwab	$827,028	$30,216 ▼	-3.5%	10,565	0.2%	Finance
VB Vanguard Small-Cap ETF	$820,927	$55,882 ▼	-6.4%	3,702	0.2%	ETF
MDY SPDR S&P MidCap 400 ETF Trust	$818,358		0.0%	1,534	0.2%	ETF
ULTA Ulta Beauty	$803,456		0.0%	2,192	0.2%	Retail/Wholesale
BRK.A Berkshire Hathaway	$798,442	$798,442 ▲	New Holding	1	0.2%	Finance
VTV Vanguard Value ETF	$767,739	$2,419 ▲	0.3%	4,444	0.1%	ETF
CSCO Cisco Systems	$754,830	$7,837 ▲	1.0%	12,232	0.1%	Computer and Technology
VBR Vanguard Small-Cap Value ETF	$734,263	$2,608 ▲	0.4%	3,942	0.1%	ETF
SPLG SPDR Portfolio S&P 500 ETF	$703,829	$23,345 ▼	-3.2%	10,703	0.1%	ETF
BAC Bank of America	$668,375	$139,918 ▲	26.5%	16,017	0.1%	Finance
VOO Vanguard S&P 500 ETF	$649,955	$8,735 ▼	-1.3%	1,265	0.1%	ETF
VT Vanguard Total World Stock ETF	$628,770	$116 ▲	0.0%	5,423	0.1%	ETF
JEPI JPMorgan Equity Premium Income ETF	$621,112	$69,025 ▼	-10.0%	10,870	0.1%	ETF
SPY SPDR S&P 500 ETF Trust	$613,101	$22,376 ▼	-3.5%	1,096	0.1%	Finance
VIG Vanguard Dividend Appreciation ETF	$606,240	$5,820 ▼	-1.0%	3,125	0.1%	ETF
IJH iShares Core S&P Mid-Cap ETF	$596,979	$3,443 ▼	-0.6%	10,231	0.1%	ETF
VHT Vanguard Health Care ETF	$565,236		0.0%	2,135	0.1%	ETF
IWF iShares Russell 1000 Growth ETF	$549,735	$33,230 ▼	-5.7%	1,522	0.1%	ETF
SGOL abrdn Physical Gold Shares ETF	$544,454	$47,712 ▲	9.6%	18,258	0.1%	ETF
TGT Target	$542,948	$4,383 ▲	0.8%	5,203	0.1%	Retail/Wholesale
VOE Vanguard Mid-Cap Value ETF	$535,890	$2,890 ▼	-0.5%	3,338	0.1%	ETF
XOM Exxon Mobil	$530,309	$10,704 ▲	2.1%	4,459	0.1%	Energy
ADP Automatic Data Processing	$525,817	$4,583 ▼	-0.9%	1,721	0.1%	Business Services
YUM Yum! Brands	$511,891		0.0%	3,253	0.1%	Retail/Wholesale
IBDQ iShares iBonds Dec 2025 Term Corporate ETF	$483,850	$3,521 ▼	-0.7%	19,239	0.1%	ETF
TSM Taiwan Semiconductor Manufacturing	$449,030	$13,446 ▼	-2.9%	2,705	0.1%	Computer and Technology
DDWM WisdomTree Dynamic International Equity Fund	$436,838	$478 ▼	-0.1%	11,874	0.1%	Finance
AVGO Broadcom	$424,864	$81,692 ▲	23.8%	2,538	0.1%	Computer and Technology
TJX TJX Companies	$419,723	$1,218 ▲	0.3%	3,446	0.1%	Retail/Wholesale
HON Honeywell International	$412,489	$2,329 ▲	0.6%	1,948	0.1%	Multi-Sector Conglomerates
ORCL Oracle	$411,574	$34,810 ▲	9.2%	2,944	0.1%	Computer and Technology
CAT Caterpillar	$407,915	$32,317 ▼	-7.3%	1,237	0.1%	Industrials
IMCG iShares Morningstar Mid-Cap Growth ETF	$404,865		0.0%	5,668	0.1%	ETF

Showing largest 100 holdings. View all holdings.

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American Money Management, LLC Top Holdings and 13F Report (2025)

About American Money Management, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

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American Money Management, LLC Top Holdings and 13F Report (2025)

About American Money Management, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofAmerican Money Management, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools