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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BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:8.8K

Value:$4.7M

% of Portfolio:0.9% ($4.7M/$527.2M)

QUALCOMM INC/DE

QCOM|747525103

Shares:26.9K

Value:$4.1M

% of Portfolio:0.8% ($4.1M/$527.2M)

81369Y803

XLK|81369Y803

Shares:19.8K

Value:$4.1M

% of Portfolio:0.8% ($4.1M/$527.2M)

PEPSICO INC

PEP|713448108

Shares:27.1K

Value:$4.1M

% of Portfolio:0.8% ($4.1M/$527.2M)

46432F339

QUAL|46432F339

Shares:23.1K

Value:$4.0M

% of Portfolio:0.7% ($4.0M/$527.2M)

ELI LILLY & Co

LLY|532457108

Shares:4.8K

Value:$3.9M

% of Portfolio:0.7% ($3.9M/$527.2M)

78464A508

SPYV|78464A508

Shares:75.3K

Value:$3.8M

% of Portfolio:0.7% ($3.8M/$527.2M)

AMAZON COM INC

AMZN|023135106

Shares:19.6K

Value:$3.7M

% of Portfolio:0.7% ($3.7M/$527.2M)

S&P Global Inc.

SPGI|78409V104

Shares:6.0K

Value:$3.0M

% of Portfolio:0.6% ($3.0M/$527.2M)

464288448

Shares:97.0K

Value:$3.0M

% of Portfolio:0.6% ($3.0M/$527.2M)

NVIDIA CORP

NVDA|67066G104

Shares:24.8K

Value:$2.7M

% of Portfolio:0.5% ($2.7M/$527.2M)

922908629

VO|922908629

Shares:10.3K

Value:$2.7M

% of Portfolio:0.5% ($2.7M/$527.2M)

WELLS FARGO & COMPANY/MN

WFC|949746101

Shares:36.7K

Value:$2.6M

% of Portfolio:0.5% ($2.6M/$527.2M)

Cheniere Energy, Inc.

LNG|16411R208

Shares:10.3K

Value:$2.4M

% of Portfolio:0.5% ($2.4M/$527.2M)

INVESCO QQQ TRUST, SERIES 1

QQQ|46090E103

Shares:4.2K

Value:$1.9M

% of Portfolio:0.4% ($1.9M/$527.2M)

46434V100

Shares:37.3K

Value:$1.9M

% of Portfolio:0.4% ($1.9M/$527.2M)

NXP Semiconductors N.V.

NXPI|N6596X109

Shares:9.7K

Value:$1.8M

% of Portfolio:0.4% ($1.8M/$527.2M)

THERMO FISHER SCIENTIFIC INC.

TMO|883556102

Shares:3.5K

Value:$1.7M

% of Portfolio:0.3% ($1.7M/$527.2M)

APPLIED MATERIALS INC /DE

AMAT|038222105

Shares:10.2K

Value:$1.5M

% of Portfolio:0.3% ($1.5M/$527.2M)

Alphabet Inc.

GOOG|02079K107

Shares:9.2K

Value:$1.4M

% of Portfolio:0.3% ($1.4M/$527.2M)

Instrument	Shares		Other Manager	Value	% of Portfolio
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	8.8K	QoQ -6.52% (-615) YoY -24.13% (-2.8K)	All Managers (Combined)	$4.7M	0.9% ($4.7M/$527.2M)	QoQ +9.83% (-$420.1K) YoY -3.91% (-$191.1K)
QUALCOMM INC/DE(QCOMcusip747525103)	26.9K	QoQ -0.57% (-156) YoY -26.68% (-9.8K)	All Managers (Combined)	$4.1M	0.8% ($4.1M/$527.2M)	QoQ -0.58% (-$24.2K) YoY -33.47% (-$2.1M)
(XLKcusip81369Y803)	19.8K	QoQ +3.48% (-665) YoY +43.81% (+6.0K)	All Managers (Combined)	$4.1M	0.8% ($4.1M/$527.2M)	QoQ -8.10% (-$360.1K) YoY +42.57% (+$1.2M)
PEPSICO INC(PEPcusip713448108)	27.1K	QoQ +0.86% (-232) YoY +3.03% (-799)	All Managers (Combined)	$4.1M	0.8% ($4.1M/$527.2M)	QoQ -0.54% (-$22.2K) YoY -11.72% (-$539.7K)
(QUALcusip46432F339)	23.1K	QoQ +27.80% (+5.0K) YoY NEW(+23.1K)	All Managers (Combined)	$4.0M	0.7% ($4.0M/$527.2M)	QoQ +22.64% (+$730.1K) YoY NEW(+$4.0M)
ELI LILLY & Co(LLYcusip532457108)	4.8K	QoQ -0.31% (-15) YoY +0.42% (+20)	All Managers (Combined)	$3.9M	0.7% ($3.9M/$527.2M)	QoQ +6.64% (-$245.6K) YoY +6.61% (+$244.3K)
(SPYVcusip78464A508)	75.3K	QoQ -0.56% (-427) YoY +0.42% (+317)	All Managers (Combined)	$3.8M	0.7% ($3.8M/$527.2M)	QoQ -0.70% (-$27.1K) YoY +2.36% (+$88.9K)
AMAZON COM INC(AMZNcusip023135106)	19.6K	QoQ -1.11% (-222) YoY -39.12% (-12.6K)	All Managers (Combined)	$3.7M	0.7% ($3.7M/$527.2M)	QoQ -14.24% (-$619.7K) YoY -35.78% (-$2.1M)
S&P Global Inc.(SPGIcusip78409V104)	6.0K	QoQ +20.46% (+1.0K) YoY +15.37% (+794)	All Managers (Combined)	$3.0M	0.6% ($3.0M/$527.2M)	QoQ +22.90% (+$564.0K) YoY +37.79% (+$830.3K)
(cusip464288448)✕	97.0K	QoQ +4.00% (+3.7K) YoY +1.69% (+1.6K)	All Managers (Combined)	$3.0M	0.6% ($3.0M/$527.2M)	QoQ +17.82% (+$455.2K) YoY +12.50% (+$334.3K)
NVIDIA CORP(NVDAcusip67066G104)	24.8K	QoQ -5.36% (-1.4K) YoY +424.86% (-20.1K)	All Managers (Combined)	$2.7M	0.5% ($2.7M/$527.2M)	QoQ -23.62% (-$831.0K) YoY -37.04% (-$1.6M)
(VOcusip922908629)	10.3K	QoQ -2.91% (-309) YoY -5.84% (-638)	All Managers (Combined)	$2.7M	0.5% ($2.7M/$527.2M)	QoQ -4.93% (-$138.1K) YoY -2.53% (-$69.3K)
WELLS FARGO & COMPANY/MN(WFCcusip949746101)	36.7K	QoQ 0.00% (+0) YoY +6.00% (+2.1K)	All Managers (Combined)	$2.6M	0.5% ($2.6M/$527.2M)	QoQ +2.20% (+$56.9K) YoY +31.30% (+$628.2K)
Cheniere Energy, Inc.(LNGcusip16411R208)	10.3K	QoQ -6.01% (-661) YoY -44.83% (-8.4K)	All Managers (Combined)	$2.4M	0.5% ($2.4M/$527.2M)	QoQ +1.21% (-$28.7K) YoY -20.84% (-$629.4K)
INVESCO QQQ TRUST, SERIES 1(QQQcusip46090E103)	4.2K	QoQ -3.99% (-173) YoY +0.53% (+22)	All Managers (Combined)	$1.9M	0.4% ($1.9M/$527.2M)	QoQ -11.94% (-$264.2K) YoY +6.17% (+$113.2K)
(cusip46434V100)✕	37.3K	QoQ -1.63% (-619) YoY -14.17% (-6.2K)	All Managers (Combined)	$1.9M	0.4% ($1.9M/$527.2M)	QoQ -0.56% (-$10.7K) YoY -12.32% (-$263.5K)
NXP Semiconductors N.V.(NXPIcusipN6596X109)	9.7K	QoQ -0.12% (-12) YoY -43.07% (-7.4K)	All Managers (Combined)	$1.8M	0.4% ($1.8M/$527.2M)	QoQ -8.67% (-$175.5K) YoY -56.33% (-$2.4M)
THERMO FISHER SCIENTIFIC INC.(TMOcusip883556102)	3.5K	QoQ -35.81% (-1.9K) YoY -34.93% (-1.9K)	All Managers (Combined)	$1.7M	0.3% ($1.7M/$527.2M)	QoQ -38.60% (-$1.1M) YoY -44.29% (-$1.4M)
APPLIED MATERIALS INC /DE(AMATcusip038222105)	10.2K	QoQ -1.36% (-141) YoY -48.68% (-9.6K)	All Managers (Combined)	$1.5M	0.3% ($1.5M/$527.2M)	QoQ -11.98% (-$201.0K) YoY -63.89% (-$2.6M)
Alphabet Inc.(GOOGcusip02079K107)	9.2K	QoQ -0.04% (-4) YoY -17.73% (-2.0K)	All Managers (Combined)	$1.4M	0.3% ($1.4M/$527.2M)	QoQ -18.00% (-$316.4K) YoY -15.59% (-$266.3K)