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American Money Management, LLC Top Holdings and 13F Report (2026)

About American Money Management, LLC

Investment Activity

  • American Money Management, LLC has $631.91 million in total holdings as of March 31, 2026.
  • American Money Management, LLC owns shares of 168 different stocks, but just 40 companies or ETFs make up 80% of its holdings.
  • Approximately 3.07% of the portfolio was purchased this quarter.
  • About 0.98% of the portfolio was sold this quarter.
  • This quarter, American Money Management, LLC has purchased 166 new stocks and bought additional shares in 56 stocks.
  • American Money Management, LLC sold shares of 74 stocks and completely divested from 5 stocks this quarter.

Largest New Holdings this Quarter

78468R622 - SPDR Bloomberg High Yield Bond ETF
$1,052,920 Holding
46432F388 - iShares MSCI USA Value Factor ETF
$296,324 Holding
46432F396 - iShares MSCI USA Momentum Factor ETF
$239,510 Holding
81369Y506 - Energy Select Sector SPDR Fund
$231,624 Holding

Largest Purchases this Quarter

Honeywell International
11,354 shares (about $2.57M)
Paychex
22,674 shares (about $2.09M)
S&P Global
3,423 shares (about $1.46M)
Vanguard Short-Term Treasury ETF
23,593 shares (about $1.38M)
Intercontinental Exchange
8,390 shares (about $1.32M)

Largest Sales this Quarter

NVIDIA
4,181 shares (about $729.18K)
Apple
1,962 shares (about $497.93K)
Applied Materials
1,116 shares (about $381.44K)
ASML
233 shares (about $307.75K)
Texas Pacific Land
622 shares (about $295.18K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofAmerican Money Management, LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Vanguard Short-Term Treasury ETF stock logo
VGSH
Vanguard Short-Term Treasury ETF
$40,780,837$1,381,134 â–²3.5%696,6326.5%ETF
Vanguard Short-Term Corporate Bond ETF stock logo
VCSH
Vanguard Short-Term Corporate Bond ETF
$35,636,089$848,269 â–²2.4%449,5535.6%ETF
Apple Inc. stock logo
AAPL
Apple
$30,558,238$497,934 â–¼-1.6%120,4084.8%Computer and Technology
Microsoft Corporation stock logo
MSFT
Microsoft
$22,860,710$261,712 â–²1.2%61,7573.6%Computer and Technology
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$22,149,764$324,245 â–²1.5%345,6583.5%ETF
Vanguard Intermediate-Term Bond ETF stock logo
BIV
Vanguard Intermediate-Term Bond ETF
$21,649,917$443,245 â–²2.1%280,5123.4%ETF
JPMorgan Core Plus Bond ETF stock logo
JCPB
JPMorgan Core Plus Bond ETF
$21,262,081$296,227 â–²1.4%451,6163.4%ETF
Texas Pacific Land Corporation stock logo
TPL
Texas Pacific Land
$15,913,839$295,175 â–¼-1.8%33,5342.5%Energy
iShares 0-5 Year TIPS Bond ETF stock logo
STIP
iShares 0-5 Year TIPS Bond ETF
$14,844,373$541,973 â–²3.8%143,5212.3%ETF
Alphabet Inc. stock logo
GOOG
Alphabet
$12,896,061$85,484 â–¼-0.7%44,9562.0%Computer and Technology
ASML Holding N.V. stock logo
ASML
ASML
$12,049,932$307,753 â–¼-2.5%9,1231.9%Computer and Technology
SPDR MSCI USA StrategicFactors ETF stock logo
QUS
SPDR MSCI USA StrategicFactors ETF
$11,982,561$366,967 â–²3.2%69,8121.9%ETF
Schwab US Large-Cap ETF stock logo
SCHX
Schwab US Large-Cap ETF
$11,923,890$397,805 â–²3.5%465,0501.9%ETF
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$11,915,933$60,780 â–¼-0.5%11,9591.9%Retail/Wholesale
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$11,871,426$19,120 â–²0.2%40,3571.9%Finance
JPMorgan Diversified Return Emerging Markets Equity ETF stock logo
JPEM
JPMorgan Diversified Return Emerging Markets Equity ETF
$11,831,208$246,332 â–²2.1%190,4371.9%ETF
Visa Inc. stock logo
V
Visa
$11,652,204$107,295 â–²0.9%38,5531.8%Business Services
Mastercard Incorporated stock logo
MA
Mastercard
$11,622,165$99,933 â–²0.9%23,2601.8%Business Services
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$10,752,175$37,855 â–²0.4%33,5161.7%ETF
GE Aerospace stock logo
GE
GE Aerospace
$10,344,003$118,049 â–¼-1.1%36,4521.6%Aerospace
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$10,166,072$46,444 â–¼-0.5%41,5891.6%Medical
AbbVie Inc. stock logo
ABBV
AbbVie
$9,514,804$52,415 â–¼-0.5%43,7481.5%Medical
Northrop Grumman Corporation stock logo
NOC
Northrop Grumman
$9,421,844$92,786 â–¼-1.0%13,8101.5%Aerospace
Philip Morris International Inc. stock logo
PM
Philip Morris International
$9,006,251$173,442 â–¼-1.9%54,4711.4%Consumer Staples
Schwab U.S. Mid-Cap ETF stock logo
SCHM
Schwab U.S. Mid-Cap ETF
$8,568,744$240,095 â–²2.9%276,7681.4%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$8,305,109$236,089 â–¼-2.8%28,8811.3%Computer and Technology
iShares Core S&P Small-Cap ETF stock logo
IJR
iShares Core S&P Small-Cap ETF
$8,290,668$44,006 â–²0.5%66,6931.3%ETF
The Home Depot, Inc. stock logo
HD
Home Depot
$8,187,167$54,268 â–¼-0.7%24,8931.3%Retail/Wholesale
Meta Platforms, Inc. stock logo
META
Meta Platforms
$7,969,024$40,048 â–²0.5%13,9291.3%Computer and Technology
Intuit Inc. stock logo
INTU
Intuit
$7,798,475$861,309 â–²12.4%18,0361.2%Computer and Technology
BlackRock Inc
$7,765,221$3,847 â–¼0.0%8,0741.2%COM
Broadridge Financial Solutions, Inc. stock logo
BR
Broadridge Financial Solutions
$7,641,679$881,932 â–²13.0%47,0321.2%Computer and Technology
Marriott International, Inc. stock logo
MAR
Marriott International
$7,497,627$44,154 â–¼-0.6%22,9241.2%Consumer Discretionary
S&P Global Inc. stock logo
SPGI
S&P Global
$7,052,797$1,455,899 â–²26.0%16,5821.1%Finance
McDonald's Corporation stock logo
MCD
McDonald's
$7,044,172$6,216 â–²0.1%22,6651.1%Retail/Wholesale
Union Pacific Corporation stock logo
UNP
Union Pacific
$6,995,207$55,075 â–²0.8%28,8321.1%Transportation
SPDR S&P Dividend ETF stock logo
SDY
SPDR S&P Dividend ETF
$6,642,940$97,343 â–²1.5%45,5181.1%ETF
Paychex, Inc. stock logo
PAYX
Paychex
$6,509,480$2,088,730 â–²47.2%70,6631.0%Computer and Technology
Intercontinental Exchange Inc. stock logo
ICE
Intercontinental Exchange
$6,492,799$1,319,572 â–²25.5%41,2821.0%Finance
Technology Select Sector SPDR Fund stock logo
XLK
Technology Select Sector SPDR Fund
$5,708,911$167,589 â–²3.0%42,9560.9%ETF
iShares MSCI USA Quality Factor ETF stock logo
QUAL
iShares MSCI USA Quality Factor ETF
$5,688,893$157,284 â–²2.8%29,6590.9%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$4,945,127$8,331 â–¼-0.2%23,7440.8%Retail/Wholesale
Domino s Pizza Inc
$4,905,353$147,462 â–²3.1%13,6720.8%COM
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$4,686,497$21,156 â–²0.5%5,0950.7%Medical
PepsiCo, Inc. stock logo
PEP
PepsiCo
$4,417,713$164,764 â–¼-3.6%28,4480.7%Consumer Staples
NVIDIA Corporation stock logo
NVDA
NVIDIA
$4,334,070$729,176 â–¼-14.4%24,8510.7%Computer and Technology
SPDR Portfolio S&P 500 Value ETF stock logo
SPYV
SPDR Portfolio S&P 500 Value ETF
$4,237,920$32,194 â–²0.8%74,9010.7%ETF
Qualcomm Incorporated stock logo
QCOM
Qualcomm
$3,994,213$26,271 â–¼-0.7%31,0160.6%Computer and Technology
iShares International Select Dividend ETF stock logo
IDV
iShares International Select Dividend ETF
$3,754,430$181,220 â–¼-4.6%88,2150.6%ETF
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$3,415,738$155,740 â–¼-4.4%7,1280.5%Finance
Honeywell International Inc. stock logo
HON
Honeywell International
$3,025,266$2,566,413 â–²559.3%13,3840.5%Multi-Sector Conglomerates
Wells Fargo & Company stock logo
WFC
Wells Fargo & Company
$2,953,992$5,971 â–¼-0.2%37,1060.5%Finance
Applied Materials, Inc. stock logo
AMAT
Applied Materials
$2,945,204$381,438 â–¼-11.5%8,6170.5%Computer and Technology
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$2,819,015$4,308 â–¼-0.2%9,8160.4%ETF
Cheniere Energy Inc New
$2,467,861$55,333 â–¼-2.2%8,6970.4%COM
Invesco QQQ stock logo
QQQ
Invesco QQQ
$2,210,705$50,217 â–¼-2.2%3,8300.3%Finance
NXP Semiconductors N.V. stock logo
NXPI
NXP Semiconductors
$1,669,570$55,711 â–¼-3.2%8,4810.3%Computer and Technology
Broadcom Inc. stock logo
AVGO
Broadcom
$1,472,843$16,403 â–²1.1%4,7590.2%Computer and Technology
iShares 0-5 Year Investment Grade Corporate Bond ETF stock logo
SLQD
iShares 0-5 Year Investment Grade Corporate Bond ETF
$1,331,462$303 â–¼0.0%26,3710.2%Manufacturing
Norfolk Southern Corporation stock logo
NSC
Norfolk Southern
$1,308,5080.0%4,5590.2%Transportation
Texas Instruments Incorporated stock logo
TXN
Texas Instruments
$1,241,719$2,912 â–¼-0.2%6,3960.2%Computer and Technology
The Charles Schwab Corporation stock logo
SCHW
Charles Schwab
$1,211,778$940 â–¼-0.1%12,8940.2%Finance
Capital One Financial Corporation stock logo
COF
Capital One Financial
$1,185,065$32,290 â–¼-2.7%6,4960.2%Finance
Ulta Beauty Inc. stock logo
ULTA
Ulta Beauty
$1,164,075$67,430 â–¼-5.5%2,2270.2%Retail/Wholesale
Lockheed Martin Corporation stock logo
LMT
Lockheed Martin
$1,123,842$43,527 â–¼-3.7%1,8590.2%Aerospace
Cadence Design Systems, Inc. stock logo
CDNS
Cadence Design Systems
$1,123,124$437,079 â–²63.7%4,0420.2%Computer and Technology
Vanguard Large-Cap ETF stock logo
VV
Vanguard Large-Cap ETF
$1,119,319$34,670 â–¼-3.0%3,7450.2%ETF
SPDR Bloomberg High Yield Bond ETF stock logo
JNK
SPDR Bloomberg High Yield Bond ETF
$1,052,920$1,052,920 â–²New Holding11,0000.2%Finance
Uber Technologies, Inc. stock logo
UBER
Uber Technologies
$1,048,529$198,384 â–²23.3%14,5770.2%Computer and Technology
Bank of America Corporation stock logo
BAC
Bank of America
$1,015,754$52,991 â–¼-5.0%20,8360.2%Finance
Vanguard Russell 1000 Growth ETF stock logo
VONG
Vanguard Russell 1000 Growth ETF
$986,573$27,752 â–¼-2.7%8,9940.2%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$945,017$90,404 â–¼-8.7%1,4530.1%Finance
Palo Alto Networks, Inc. stock logo
PANW
Palo Alto Networks
$933,223$27,094 â–¼-2.8%5,8210.1%Computer and Technology
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$916,243$2,747 â–²0.3%4,6700.1%ETF
ExxonMobil Corporation stock logo
XOM
ExxonMobil
$898,859$55,988 â–¼-5.9%5,2980.1%Energy
SPDR S&P MidCap 400 ETF Trust stock logo
MDY
SPDR S&P MidCap 400 ETF Trust
$895,536$35,772 â–¼-3.8%1,4520.1%ETF
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$893,717$36,934 â–¼-4.0%11,5180.1%Computer and Technology
Starbucks Corporation stock logo
SBUX
Starbucks
$892,045$18,008 â–²2.1%9,9570.1%Retail/Wholesale
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$889,609$2,882 â–¼-0.3%3,3960.1%ETF
Vanguard Small-Cap Value ETF stock logo
VBR
Vanguard Small-Cap Value ETF
$858,370$1,738 â–¼-0.2%3,9510.1%ETF
Invesco NASDAQ 100 ETF stock logo
QQQM
Invesco NASDAQ 100 ETF
$854,9570.0%3,5980.1%ETF
Caterpillar Inc. stock logo
CAT
Caterpillar
$841,2480.0%1,1870.1%Industrials
Micron Technology, Inc. stock logo
MU
Micron Technology
$838,181$2,703 â–²0.3%2,4810.1%Computer and Technology
abrdn Physical Gold Shares ETF stock logo
SGOL
abrdn Physical Gold Shares ETF
$826,050$17,402 â–²2.2%18,5130.1%ETF
Taiwan Semiconductor Manufacturing Company Ltd. stock logo
TSM
Taiwan Semiconductor Manufacturing
$757,008$1,014 â–¼-0.1%2,2400.1%Computer and Technology
SPDR Portfolio S&P 500 ETF stock logo
SPLG
SPDR Portfolio S&P 500 ETF
$752,618$13,471 â–¼-1.8%9,8330.1%ETF
Berkshire Hathaway Inc. stock logo
BRK.A
Berkshire Hathaway
$718,1400.0%10.1%Finance
Vanguard Total World Stock ETF stock logo
VT
Vanguard Total World Stock ETF
$706,7840.0%5,1100.1%ETF
First National of Nebraska Inc. stock logo
FINN
First National of Nebraska
$676,5840.0%410.1%Finance
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$672,872$38,689 â–¼-5.4%2,4870.1%Medical
iShares Core S&P Mid-Cap ETF stock logo
IJH
iShares Core S&P Mid-Cap ETF
$644,654$26,337 â–¼-3.9%9,5460.1%ETF
Yum! Brands, Inc. stock logo
YUM
Yum! Brands
$644,1550.0%4,1430.1%Retail/Wholesale
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$643,268$2,151 â–¼-0.3%2,9910.1%ETF
Target Corporation stock logo
TGT
Target
$610,170$23,393 â–²4.0%5,0340.1%Retail/Wholesale
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$597,262$18,758 â–¼-3.0%1,4010.1%ETF
Enterprise Products Partners L.P. stock logo
EPD
Enterprise Products Partners
$594,923$163,697 â–¼-21.6%15,7220.1%Energy
The TJX Companies, Inc. stock logo
TJX
TJX Companies
$583,2240.0%3,6520.1%Retail/Wholesale
JPMorgan Equity Premium Income ETF stock logo
JEPI
JPMorgan Equity Premium Income ETF
$577,513$1,814 â–¼-0.3%10,1890.1%ETF
Tesla, Inc. stock logo
TSLA
Tesla
$566,919$18,216 â–²3.3%1,5250.1%Auto/Tires/Trucks
Fair Isaac Corporation stock logo
FICO
Fair Isaac
$559,411$66,190 â–²13.4%5240.1%Computer and Technology

Showing largest 100 holdings. View all holdings.
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