American-Money-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  "MU",
  "ABBV",
  "VONG",
  "GOOGL",
  null,
  "ASML",
  "BLK",
  "CAT",
  "AVGO",
  "DUK",
  "HON",
  "HD",
  "MCD",
  "INTU",
  "UNP",
  "QCOM",
  "AMAT",
  "ICE",
  "META",
  "IJH",
  "IWS",
  "MA",
  "MSFT",
  "GE",
  null,
  "IJR",
  "ORCL",
  "NOC",
  "PAYX",
  "VHT",
  "IWF",
  "PANW",
  "PEP",
  "VGSH",
  "IVV",
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  "ENB",
  null,
  "LMT",
  "PG",
  "MRK",
  null,
  "SPGI",
  "SCHX",
  null,
  null,
  "SPLG",
  "SBUX",
  "TXN",
  "TGT",
  "TM",
  "TMO",
  "TJX",
  "BIV",
  "VNQ",
  "VO",
  "VV",
  "VOE",
  "SCHW",
  null,
  null,
  "VIG",
  "ULTA",
  "TSM",
  "VYM",
  "SDY",
  "FI",
  "F",
  "IWR",
  "SGOL",
  null,
  "AMZN",
  "SCHB",
  null,
  "TPL",
  null,
  "VUG",
  "VEA",
  null,
  "VBK",
  "VBR",
  "BSV",
  "VT",
  "VB",
  "VOO",
  "VTV",
  "V",
  "WMT",
  "WFC",
  null,
  "WSM",
  "YUM",
  null,
  "ET",
  "CHKP",
  "SCHG",
  null,
  "NSC",
  "NXPI",
  null,
  "DGRO",
  "SPYV",
  null,
  "ADP",
  "BAC",
  "BRK-A",
  "BRK-B",
  "BR",
  "CVX",
  "LNG",
  "CRUS",
  "CSCO",
  "CME",
  "COST",
  "DFS",
  "DPZ",
  "MAR",
  "QQQ",
  "EPD",
  "MDY",
  "DIS",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PM",
  "XLK",
  "VTI",
  "JPM",
  "QUAL"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-13
Total Holdings: 135
Total Value: 527247312
Accession Number: 0001162044-25-000499
Form Type: 13F-HR
CIK: american-money-management
Manager Name: American-Money-Management

Data Enrichment

87% identified

117 identified18 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

135 positions • $527.2M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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INTUIT INC.

INTU|461202103

Shares:13.5K

Value:$8.3M

% of Portfolio:1.6% ($8.3M/$527.2M)

BROADRIDGE FINANCIAL SOLUTIONS, INC.

BR|11133T103

Shares:33.9K

Value:$8.2M

% of Portfolio:1.6% ($8.2M/$527.2M)

BlackRock, Inc.

BLK|09290D101

Shares:7.6K

Value:$7.2M

% of Portfolio:1.4% ($7.2M/$527.2M)

Meta Platforms, Inc.

META|30303M102

Shares:12.3K

Value:$7.1M

% of Portfolio:1.3% ($7.1M/$527.2M)

GENERAL ELECTRIC CO

GE|369604301

Shares:34.6K

Value:$6.9M

% of Portfolio:1.3% ($6.9M/$527.2M)

NORTHROP GRUMMAN CORP /DE/

NOC|666807102

Shares:13.2K

Value:$6.7M

% of Portfolio:1.3% ($6.7M/$527.2M)

MCDONALDS CORP

MCD|580135101

Shares:21.4K

Value:$6.7M

% of Portfolio:1.3% ($6.7M/$527.2M)

808524508

Shares:253.9K

Value:$6.7M

% of Portfolio:1.3% ($6.7M/$527.2M)

464287804

IJR|464287804

Shares:63.6K

Value:$6.6M

% of Portfolio:1.3% ($6.6M/$527.2M)

PAYCHEX INC

PAYX|704326107

Shares:42.9K

Value:$6.6M

% of Portfolio:1.3% ($6.6M/$527.2M)

LOCKHEED MARTIN CORP

LMT|539830109

Shares:14.1K

Value:$6.3M

% of Portfolio:1.2% ($6.3M/$527.2M)

JOHNSON & JOHNSON

JNJ|478160104

Shares:37.8K

Value:$6.3M

% of Portfolio:1.2% ($6.3M/$527.2M)

UNION PACIFIC CORP

UNP|907818108

Shares:26.3K

Value:$6.2M

% of Portfolio:1.2% ($6.2M/$527.2M)

78464A763

SDY|78464A763

Shares:42.8K

Value:$5.8M

% of Portfolio:1.1% ($5.8M/$527.2M)

DOMINOS PIZZA INC

DPZ|25754A201

Shares:12.5K

Value:$5.7M

% of Portfolio:1.1% ($5.7M/$527.2M)

ASML HOLDING NV

ASML|N07059210

Shares:8.6K

Value:$5.7M

% of Portfolio:1.1% ($5.7M/$527.2M)

MARRIOTT INTERNATIONAL INC /MD/

MAR|571903202

Shares:23.0K

Value:$5.5M

% of Portfolio:1.0% ($5.5M/$527.2M)

Intercontinental Exchange, Inc.

ICE|45866F104

Shares:30.0K

Value:$5.2M

% of Portfolio:1.0% ($5.2M/$527.2M)

STARBUCKS CORP

SBUX|855244109

Shares:52.3K

Value:$5.1M

% of Portfolio:1.0% ($5.1M/$527.2M)

Alphabet Inc.

GOOGL|02079K305

Shares:30.8K

Value:$4.8M

% of Portfolio:0.9% ($4.8M/$527.2M)

Instrument	Shares		Other Manager	Value	% of Portfolio
INTUIT INC.(INTUcusip461202103)	13.5K	QoQ -0.02% (-4) YoY -6.13% (-883)	All Managers (Combined)	$8.3M	1.6% ($8.3M/$527.2M)	QoQ -2.33% (-$198.7K) YoY -11.32% (-$1.1M)
BROADRIDGE FINANCIAL SOLUTIONS, INC.(BRcusip11133T103)	33.9K	QoQ -0.61% (-211) YoY -4.54% (-1.6K)	All Managers (Combined)	$8.2M	1.6% ($8.2M/$527.2M)	QoQ +6.57% (-$507.3K) YoY +12.97% (-$943.9K)
BlackRock, Inc.(BLKcusip09290D101)	7.6K	QoQ +0.09% (-7) YoY NEW(+7.6K)	All Managers (Combined)	$7.2M	1.4% ($7.2M/$527.2M)	QoQ -7.58% (-$587.1K) YoY NEW(+$7.2M)
Meta Platforms, Inc.(METAcusip30303M102)	12.3K	QoQ +3.83% (+455) YoY +197.58% (+8.2K)	All Managers (Combined)	$7.1M	1.3% ($7.1M/$527.2M)	QoQ +2.21% (+$153.7K) YoY +253.17% (+$5.1M)
GENERAL ELECTRIC CO(GEcusip369604301)	34.6K	QoQ +101.22% (+17.4K) YoY NEW(+34.6K)	All Managers (Combined)	$6.9M	1.3% ($6.9M/$527.2M)	QoQ +141.46% (+$4.1M) YoY NEW(+$6.9M)
NORTHROP GRUMMAN CORP /DE/(NOCcusip666807102)	13.2K	QoQ +1.73% (+225) YoY -1.56% (-210)	All Managers (Combined)	$6.7M	1.3% ($6.7M/$527.2M)	QoQ +10.99% (+$668.1K) YoY +5.29% (-$338.9K)
MCDONALDS CORP(MCDcusip580135101)	21.4K	QoQ +0.36% (+78) YoY +0.60% (+129)	All Managers (Combined)	$6.7M	1.3% ($6.7M/$527.2M)	QoQ +8.14% (+$503.3K) YoY +11.46% (+$686.7K)
(cusip808524508)✕	253.9K	QoQ +3.24% (-8.0K) YoY +241.60% (+179.6K)	All Managers (Combined)	$6.7M	1.3% ($6.7M/$527.2M)	QoQ -2.38% (-$162.5K) YoY +9.91% (+$599.8K)
(IJRcusip464287804)	63.6K	QoQ +3.28% (-2.0K) YoY +19.35% (+10.3K)	All Managers (Combined)	$6.6M	1.3% ($6.6M/$527.2M)	QoQ -6.26% (-$444.2K) YoY +12.93% (+$761.2K)
PAYCHEX INC(PAYXcusip704326107)	42.9K	QoQ +0.25% (+109) YoY +1.16% (+492)	All Managers (Combined)	$6.6M	1.3% ($6.6M/$527.2M)	QoQ +10.30% (+$618.3K) YoY +27.09% (+$1.4M)
LOCKHEED MARTIN CORP(LMTcusip539830109)	14.1K	QoQ +2.45% (-339) YoY -2.53% (-368)	All Managers (Combined)	$6.3M	1.2% ($6.3M/$527.2M)	QoQ -5.81% (-$389.5K) YoY -4.28% (-$282.4K)
JOHNSON & JOHNSON(JNJcusip478160104)	37.8K	QoQ +1.13% (+423) YoY +9.96% (+3.4K)	All Managers (Combined)	$6.3M	1.2% ($6.3M/$527.2M)	QoQ +15.96% (+$863.8K) YoY +15.28% (+$831.7K)
UNION PACIFIC CORP(UNPcusip907818108)	26.3K	QoQ +1.44% (+374) YoY +1.92% (-497)	All Managers (Combined)	$6.2M	1.2% ($6.2M/$527.2M)	QoQ +5.08% (+$301.1K) YoY -2.09% (-$133.2K)
(SDYcusip78464A763)	42.8K	QoQ +0.73% (+312) YoY -27.43% (-16.2K)	All Managers (Combined)	$5.8M	1.1% ($5.8M/$527.2M)	QoQ +3.46% (+$194.4K) YoY -24.97% (-$1.9M)
DOMINOS PIZZA INC(DPZcusip25754A201)	12.5K	QoQ +1.69% (+208) YoY +0.28% (-35)	All Managers (Combined)	$5.7M	1.1% ($5.7M/$527.2M)	QoQ +11.31% (+$582.8K) YoY -7.27% (-$450.2K)
ASML HOLDING NV(ASMLcusipN07059210)	8.6K	QoQ +9.62% (+751) YoY +19.12% (-1.4K)	All Managers (Combined)	$5.7M	1.1% ($5.7M/$527.2M)	QoQ +4.80% (+$259.9K) YoY -18.65% (-$1.3M)
MARRIOTT INTERNATIONAL INC /MD/(MARcusip571903202)	23.0K	QoQ +0.27% (-63) YoY +16.17% (+3.2K)	All Managers (Combined)	$5.5M	1.0% ($5.5M/$527.2M)	QoQ -14.37% (-$921.4K) YoY +9.67% (+$484.3K)
Intercontinental Exchange, Inc.(ICEcusip45866F104)	30.0K	QoQ +110.98% (+15.8K) YoY +114.16% (+16.0K)	All Managers (Combined)	$5.2M	1.0% ($5.2M/$527.2M)	QoQ +144.24% (+$3.1M) YoY +168.82% (+$3.2M)
STARBUCKS CORP(SBUXcusip855244109)	52.3K	QoQ -0.64% (-341) YoY -6.77% (-3.8K)	All Managers (Combined)	$5.1M	1.0% ($5.1M/$527.2M)	QoQ +6.80% (-$326.9K) YoY +0.05% (-$2.9K)
Alphabet Inc.(GOOGLcusip02079K305)	30.8K	QoQ -1.09% (-343) YoY -33.06% (-15.2K)	All Managers (Combined)	$4.8M	0.9% ($4.8M/$527.2M)	QoQ -19.20% (-$1.1M) YoY -31.41% (-$2.2M)