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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TEXAS INSTRUMENTS INC

TXN|882508104

Shares:7.8K

Value:$1.4M

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

UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:2.4K

Value:$1.3M

% of Portfolio:0.2% ($1.3M/$527.2M)

922908637

VV|922908637

Shares:4.0K

Value:$1.0M

% of Portfolio:0.2% ($1.0M/$527.2M)

92206C680

VONG|92206C680

Shares:10.8K

Value:$1.0M

% of Portfolio:0.2% ($1.0M/$527.2M)

Palo Alto Networks Inc

PANW|697435105

Shares:5.4K

Value:$923.2K

% of Portfolio:0.2% ($923.2K/$527.2M)

NORFOLK SOUTHERN CORP

NSC|655844108

Shares:3.7K

Value:$885.6K

% of Portfolio:0.2% ($885.6K/$527.2M)

Discover Financial Services

DFS|254709108

Shares:4.9K

Value:$840.9K

% of Portfolio:0.2% ($840.9K/$527.2M)

SCHWAB CHARLES CORP

SCHW|808513105

Shares:10.6K

Value:$827.0K

% of Portfolio:0.2% ($827.0K/$527.2M)

922908751

VB|922908751

Shares:3.7K

Value:$820.9K

% of Portfolio:0.2% ($820.9K/$527.2M)

SPDR S&P MIDCAP 400 ETF TRUST

MDY|78467Y107

Shares:1.5K

Value:$818.4K

% of Portfolio:0.2% ($818.4K/$527.2M)

Ulta Beauty, Inc.

ULTA|90384S303

Shares:2.2K

Value:$803.5K

% of Portfolio:0.2% ($803.5K/$527.2M)

BERKSHIRE HATHAWAY INC

BRK-A|084670108

Shares:1

Value:$798.4K

% of Portfolio:0.2% ($798.4K/$527.2M)

922908744

VTV|922908744

Shares:4.4K

Value:$767.7K

% of Portfolio:0.1% ($767.7K/$527.2M)

CISCO SYSTEMS, INC.

CSCO|17275R102

Shares:12.2K

Value:$754.8K

% of Portfolio:0.1% ($754.8K/$527.2M)

922908611

VBR|922908611

Shares:3.9K

Value:$734.3K

% of Portfolio:0.1% ($734.3K/$527.2M)

78464A854

SPLG|78464A854

Shares:10.7K

Value:$703.8K

% of Portfolio:0.1% ($703.8K/$527.2M)

BANK OF AMERICA CORP /DE/

BAC|060505104

Shares:16.0K

Value:$668.4K

% of Portfolio:0.1% ($668.4K/$527.2M)

922908363

VOO|922908363

Shares:1.3K

Value:$650.0K

% of Portfolio:0.1% ($650.0K/$527.2M)

922042742

VT|922042742

Shares:5.4K

Value:$628.8K

% of Portfolio:0.1% ($628.8K/$527.2M)

46641Q332

Shares:10.9K

Value:$621.1K

% of Portfolio:0.1% ($621.1K/$527.2M)

Instrument	Shares		Other Manager	Value	% of Portfolio
TEXAS INSTRUMENTS INC(TXNcusip882508104)	7.8K	QoQ -2.81% (-225) YoY -14.16% (-1.3K)	All Managers (Combined)	$1.4M	0.3% ($1.4M/$527.2M)	QoQ -6.86% (-$102.8K) YoY -11.46% (-$180.4K)
UNITEDHEALTH GROUP INC(UNHcusip91324P102)	2.4K	QoQ -0.78% (-19) YoY +12.79% (+271)	All Managers (Combined)	$1.3M	0.2% ($1.3M/$527.2M)	QoQ +2.71% (-$33.1K) YoY +19.42% (+$203.5K)
(VVcusip922908637)	4.0K	QoQ +0.12% (-5) YoY +0.48% (+19)	All Managers (Combined)	$1.0M	0.2% ($1.0M/$527.2M)	QoQ -4.56% (-$48.8K) YoY +7.71% (+$72.9K)
(VONGcusip92206C680)	10.8K	QoQ -0.22% (-24) YoY -19.55% (-2.6K)	All Managers (Combined)	$1.0M	0.2% ($1.0M/$527.2M)	QoQ -10.37% (-$116.4K) YoY -13.88% (-$162.0K)
Palo Alto Networks Inc(PANWcusip697435105)	5.4K	QoQ -14.12% (-890) YoY -5.53% (-317)	All Managers (Combined)	$923.2K	0.2% ($923.2K/$527.2M)	QoQ -19.46% (-$223.2K) YoY -43.26% (-$704.1K)
NORFOLK SOUTHERN CORP(NSCcusip655844108)	3.7K	QoQ -0.42% (-16) YoY -8.20% (-334)	All Managers (Combined)	$885.6K	0.2% ($885.6K/$527.2M)	QoQ +0.48% (-$4.3K) YoY -14.68% (-$152.5K)
Discover Financial Services(DFScusip254709108)	4.9K	QoQ -3.60% (-184) YoY -8.38% (-451)	All Managers (Combined)	$840.9K	0.2% ($840.9K/$527.2M)	QoQ -5.00% (-$44.3K) YoY +19.29% (-$136.0K)
SCHWAB CHARLES CORP(SCHWcusip808513105)	10.6K	QoQ -3.52% (-386) YoY -87.40% (-73.3K)	All Managers (Combined)	$827.0K	0.2% ($827.0K/$527.2M)	QoQ +2.04% (-$16.6K) YoY -86.36% (-$5.2M)
(VBcusip922908751)	3.7K	QoQ -6.37% (-252) YoY -14.54% (-630)	All Managers (Combined)	$820.9K	0.2% ($820.9K/$527.2M)	QoQ -13.59% (-$129.2K) YoY -17.10% (-$169.3K)
SPDR S&P MIDCAP 400 ETF TRUST(MDYcusip78467Y107)	1.5K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$818.4K	0.2% ($818.4K/$527.2M)	QoQ -6.33% (-$55.4K) YoY -4.11% (-$35.2K)
Ulta Beauty, Inc.(ULTAcusip90384S303)	2.2K	QoQ 0.00% (-0) YoY -10.60% (-260)	All Managers (Combined)	$803.5K	0.2% ($803.5K/$527.2M)	QoQ -15.72% (-$149.9K) YoY -37.33% (-$478.6K)
BERKSHIRE HATHAWAY INC(BRK-Acusip084670108)	1	QoQ NEW(+1) YoY NEW(+1)	All Managers (Combined)	$798.4K	0.2% ($798.4K/$527.2M)	QoQ NEW(+$798.4K) YoY NEW(+$798.4K)
(VTVcusip922908744)	4.4K	QoQ +0.31% (+14) YoY -3.13% (-144)	All Managers (Combined)	$767.7K	0.1% ($767.7K/$527.2M)	QoQ +2.36% (+$17.7K) YoY +2.74% (-$20.5K)
CISCO SYSTEMS, INC.(CSCOcusip17275R102)	12.2K	QoQ +1.04% (+127) YoY -0.33% (-41)	All Managers (Combined)	$754.8K	0.1% ($754.8K/$527.2M)	QoQ +5.32% (+$38.2K) YoY +23.22% (-$142.3K)
(VBRcusip922908611)	3.9K	QoQ +0.35% (-14) YoY -6.14% (-258)	All Managers (Combined)	$734.3K	0.1% ($734.3K/$527.2M)	QoQ -5.67% (-$44.2K) YoY -8.88% (-$71.6K)
(SPLGcusip78464A854)	10.7K	QoQ -3.21% (-355) YoY -17.71% (-2.3K)	All Managers (Combined)	$703.8K	0.1% ($703.8K/$527.2M)	QoQ -7.67% (-$58.5K) YoY -12.06% (-$96.6K)
BANK OF AMERICA CORP /DE/(BACcusip060505104)	16.0K	QoQ +26.47% (+3.4K) YoY +148.44% (+9.6K)	All Managers (Combined)	$668.4K	0.1% ($668.4K/$527.2M)	QoQ +20.08% (+$111.8K) YoY +173.39% (+$423.9K)
(VOOcusip922908363)	1.3K	QoQ -1.32% (-17) YoY -46.46% (-1.1K)	All Managers (Combined)	$650.0K	0.1% ($650.0K/$527.2M)	QoQ -5.90% (-$40.8K) YoY -42.77% (-$485.9K)
(VTcusip922042742)	5.4K	QoQ +0.01% (-1) YoY -4.57% (-260)	All Managers (Combined)	$628.8K	0.1% ($628.8K/$527.2M)	QoQ -1.29% (-$8.3K) YoY +0.12% (-$809)
(cusip46641Q332)✕	10.9K	QoQ -10.00% (-1.2K) YoY -10.30% (-1.2K)	All Managers (Combined)	$621.1K	0.1% ($621.1K/$527.2M)	QoQ -10.61% (-$73.7K) YoY -11.42% (-$80.1K)