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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SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:1.1K

Value:$613.1K

% of Portfolio:0.1% ($613.1K/$527.2M)

921908844

VIG|921908844

Shares:3.1K

Value:$606.2K

% of Portfolio:0.1% ($606.2K/$527.2M)

464287507

IJH|464287507

Shares:10.2K

Value:$597.0K

% of Portfolio:0.1% ($597.0K/$527.2M)

92204A504

VHT|92204A504

Shares:2.1K

Value:$565.2K

% of Portfolio:0.1% ($565.2K/$527.2M)

464287614

IWF|464287614

Shares:1.5K

Value:$549.7K

% of Portfolio:0.1% ($549.7K/$527.2M)

abrdn Gold ETF Trust

SGOL|00326A104

Shares:18.3K

Value:$544.5K

% of Portfolio:0.1% ($544.5K/$527.2M)

TARGET CORP

TGT|87612E106

Shares:5.2K

Value:$542.9K

% of Portfolio:0.1% ($542.9K/$527.2M)

922908512

VOE|922908512

Shares:3.3K

Value:$535.9K

% of Portfolio:0.1% ($535.9K/$527.2M)

EXXON MOBIL CORP

XOM|30231G102

Shares:4.5K

Value:$530.3K

% of Portfolio:0.1% ($530.3K/$527.2M)

AUTOMATIC DATA PROCESSING INC

ADP|053015103

Shares:1.7K

Value:$525.8K

% of Portfolio:0.1% ($525.8K/$527.2M)

YUM BRANDS INC

YUM|988498101

Shares:3.3K

Value:$511.9K

% of Portfolio:0.1% ($511.9K/$527.2M)

46434VBD1

Shares:19.2K

Value:$483.9K

% of Portfolio:0.1% ($483.9K/$527.2M)

TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD

TSM|874039100

Shares:2.7K

Value:$449.0K

% of Portfolio:0.1% ($449.0K/$527.2M)

97717X263

Shares:11.9K

Value:$436.8K

% of Portfolio:0.1% ($436.8K/$527.2M)

Broadcom Inc.

AVGO|11135F101

Shares:2.5K

Value:$424.9K

% of Portfolio:0.1% ($424.9K/$527.2M)

TJX COMPANIES INC /DE/

TJX|872540109

Shares:3.4K

Value:$419.7K

% of Portfolio:0.1% ($419.7K/$527.2M)

HONEYWELL INTERNATIONAL INC

HON|438516106

Shares:1.9K

Value:$412.5K

% of Portfolio:0.1% ($412.5K/$527.2M)

ORACLE CORP

ORCL|68389X105

Shares:2.9K

Value:$411.6K

% of Portfolio:0.1% ($411.6K/$527.2M)

CATERPILLAR INC

CAT|149123101

Shares:1.2K

Value:$407.9K

% of Portfolio:0.1% ($407.9K/$527.2M)

464288307

Shares:5.7K

Value:$404.9K

% of Portfolio:0.1% ($404.9K/$527.2M)

Instrument	Shares		Other Manager	Value	% of Portfolio
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	1.1K	QoQ -3.52% (-40) YoY -2.14% (-24)	All Managers (Combined)	$613.1K	0.1% ($613.1K/$527.2M)	QoQ -7.91% (-$52.7K) YoY +4.65% (-$27.3K)
(VIGcusip921908844)	3.1K	QoQ -0.95% (-30) YoY -13.24% (-477)	All Managers (Combined)	$606.2K	0.1% ($606.2K/$527.2M)	QoQ -1.88% (-$11.6K) YoY -7.83% (-$51.5K)
(IJHcusip464287507)	10.2K	QoQ -0.57% (-59) YoY -7.10% (-783)	All Managers (Combined)	$597.0K	0.1% ($597.0K/$527.2M)	QoQ -6.89% (-$44.2K) YoY -10.76% (-$72.0K)
(VHTcusip92204A504)	2.1K	QoQ 0.00% (+0) YoY -1.52% (-33)	All Managers (Combined)	$565.2K	0.1% ($565.2K/$527.2M)	QoQ +4.35% (+$23.6K) YoY -3.63% (-$21.3K)
(IWFcusip464287614)	1.5K	QoQ -5.70% (-92) YoY -1.99% (-31)	All Managers (Combined)	$549.7K	0.1% ($549.7K/$527.2M)	QoQ -15.20% (-$98.6K) YoY +5.02% (-$26.3K)
abrdn Gold ETF Trust(SGOLcusip00326A104)	18.3K	QoQ +9.60% (+1.6K) YoY +9.93% (+1.6K)	All Managers (Combined)	$544.5K	0.1% ($544.5K/$527.2M)	QoQ +30.47% (+$127.2K) YoY +54.34% (+$191.7K)
TARGET CORP(TGTcusip87612E106)	5.2K	QoQ +0.81% (-42) YoY -4.14% (-225)	All Managers (Combined)	$542.9K	0.1% ($542.9K/$527.2M)	QoQ -22.18% (-$154.8K) YoY -43.55% (-$419.0K)
(VOEcusip922908512)	3.3K	QoQ -0.53% (-18) YoY -0.97% (-33)	All Managers (Combined)	$535.9K	0.1% ($535.9K/$527.2M)	QoQ -1.28% (-$7.0K) YoY +1.96% (-$10.3K)
EXXON MOBIL CORP(XOMcusip30231G102)	4.5K	QoQ +2.05% (+90) YoY NEW(+4.5K)	All Managers (Combined)	$530.3K	0.1% ($530.3K/$527.2M)	QoQ +12.83% (+$60.3K) YoY NEW(+$530.3K)
AUTOMATIC DATA PROCESSING INC(ADPcusip053015103)	1.7K	QoQ -0.86% (-15) YoY NEW(+1.7K)	All Managers (Combined)	$525.8K	0.1% ($525.8K/$527.2M)	QoQ +3.47% (-$17.6K) YoY NEW(+$525.8K)
YUM BRANDS INC(YUMcusip988498101)	3.3K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$511.9K	0.1% ($511.9K/$527.2M)	QoQ +17.29% (+$75.5K) YoY +13.49% (+$60.9K)
(cusip46434VBD1)✕	19.2K	QoQ -0.72% (-140) YoY -52.36% (-21.1K)	All Managers (Combined)	$483.9K	0.1% ($483.9K/$527.2M)	QoQ -0.32% (-$1.6K) YoY -51.71% (-$518.2K)
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD(TSMcusip874039100)	2.7K	QoQ -2.90% (-81) YoY -20.60% (-702)	All Managers (Combined)	$449.0K	0.1% ($449.0K/$527.2M)	QoQ -18.38% (-$101.2K) YoY -3.12% (-$14.5K)
(cusip97717X263)✕	11.9K	QoQ -0.10% (-13) YoY -10.80% (-1.4K)	All Managers (Combined)	$436.8K	0.1% ($436.8K/$527.2M)	QoQ +6.89% (-$28.2K) YoY -4.05% (-$18.4K)
Broadcom Inc.(AVGOcusip11135F101)	2.5K	QoQ +23.80% (-488) YoY +1013.15% (+2.3K)	All Managers (Combined)	$424.9K	0.1% ($424.9K/$527.2M)	QoQ -10.62% (-$50.5K) YoY +40.55% (+$122.6K)
TJX COMPANIES INC /DE/(TJXcusip872540109)	3.4K	QoQ +0.29% (+10) YoY +0.29% (+10)	All Managers (Combined)	$419.7K	0.1% ($419.7K/$527.2M)	QoQ +1.11% (+$4.6K) YoY +20.44% (+$71.2K)
HONEYWELL INTERNATIONAL INC(HONcusip438516106)	1.9K	QoQ +0.56% (-11) YoY +0.56% (+11)	All Managers (Combined)	$412.5K	0.1% ($412.5K/$527.2M)	QoQ -5.72% (-$25.1K) YoY +3.75% (+$14.9K)
ORACLE CORP(ORCLcusip68389X105)	2.9K	QoQ +9.23% (-249) YoY NEW(+2.9K)	All Managers (Combined)	$411.6K	0.1% ($411.6K/$527.2M)	QoQ -8.37% (-$37.6K) YoY NEW(+$411.6K)
CATERPILLAR INC(CATcusip149123101)	1.2K	QoQ -7.34% (-98) YoY -17.31% (-259)	All Managers (Combined)	$407.9K	0.1% ($407.9K/$527.2M)	QoQ -15.79% (-$76.5K) YoY -25.57% (-$140.2K)
(cusip464288307)✕	5.7K	QoQ 0.00% (-0) YoY -12.80% (-832)	All Managers (Combined)	$404.9K	0.1% ($404.9K/$527.2M)	QoQ -5.42% (-$23.2K) YoY -11.87% (-$54.6K)