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

Page 6 of 7

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92204A207

Shares:1.8K

Value:$393.2K

% of Portfolio:0.1% ($393.2K/$527.2M)

MICRON TECHNOLOGY INC

MU|595112103

Shares:4.5K

Value:$390.0K

% of Portfolio:0.1% ($390.0K/$527.2M)

CHEVRON CORP

CVX|166764100

Shares:2.2K

Value:$374.7K

% of Portfolio:0.1% ($374.7K/$527.2M)

Walt Disney Co

DIS|254687106

Shares:3.8K

Value:$370.8K

% of Portfolio:0.1% ($370.8K/$527.2M)

CHECK POINT SOFTWARE TECHNOLOGIES LTD

CHKP|M22465104

Shares:1.6K

Value:$368.1K

% of Portfolio:0.1% ($368.1K/$527.2M)

464287200

IVV|464287200

Shares:650

Value:$365.4K

% of Portfolio:0.1% ($365.4K/$527.2M)

808524102

SCHB|808524102

Shares:16.9K

Value:$364.9K

% of Portfolio:0.1% ($364.9K/$527.2M)

78464A847

Shares:6.9K

Value:$354.0K

% of Portfolio:0.1% ($354.0K/$527.2M)

Walmart Inc.

WMT|931142103

Shares:3.7K

Value:$327.5K

% of Portfolio:0.1% ($327.5K/$527.2M)

D66992104

Shares:1.2K

Value:$320.4K

% of Portfolio:0.1% ($320.4K/$527.2M)

Duke Energy CORP

DUK|26441C204

Shares:2.6K

Value:$311.8K

% of Portfolio:0.1% ($311.8K/$527.2M)

PROCTER & GAMBLE Co

PG|742718109

Shares:1.8K

Value:$309.2K

% of Portfolio:0.1% ($309.2K/$527.2M)

WILLIAMS SONOMA INC

WSM|969904101

Shares:1.9K

Value:$307.9K

% of Portfolio:0.1% ($307.9K/$527.2M)

Tesla, Inc.

TSLA|88160R101

Shares:1.2K

Value:$300.4K

% of Portfolio:0.1% ($300.4K/$527.2M)

922908595

VBK|922908595

Shares:1.2K

Value:$300.0K

% of Portfolio:0.1% ($300.0K/$527.2M)

FISERV INC

FI|337738108

Shares:1.3K

Value:$289.1K

% of Portfolio:0.1% ($289.1K/$527.2M)

808524300

SCHG|808524300

Shares:11.2K

Value:$280.0K

% of Portfolio:0.1% ($280.0K/$527.2M)

74347B680

Shares:3.4K

Value:$270.9K

% of Portfolio:0.1% ($270.9K/$527.2M)

Energy Transfer LP

ET|29273V100

Shares:14.2K

Value:$263.2K

% of Portfolio:0.0% ($263.2K/$527.2M)

46641Q837

Shares:5.2K

Value:$261.6K

% of Portfolio:0.0% ($261.6K/$527.2M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip92204A207)✕	1.8K	QoQ -2.33% (-43) YoY -1.96% (-36)	All Managers (Combined)	$393.2K	0.1% ($393.2K/$527.2M)	QoQ +1.11% (-$4.3K) YoY +5.06% (-$19.0K)
MICRON TECHNOLOGY INC(MUcusip595112103)	4.5K	QoQ 0.00% (+0) YoY -42.71% (-3.3K)	All Managers (Combined)	$390.0K	0.1% ($390.0K/$527.2M)	QoQ +3.24% (+$12.3K) YoY -57.78% (-$533.7K)
CHEVRON CORP(CVXcusip166764100)	2.2K	QoQ -14.04% (-366) YoY +75.13% (+961)	All Managers (Combined)	$374.7K	0.1% ($374.7K/$527.2M)	QoQ -0.72% (-$2.7K) YoY +85.74% (+$173.0K)
Walt Disney Co(DIScusip254687106)	3.8K	QoQ -0.79% (-30) YoY -18.85% (-873)	All Managers (Combined)	$370.8K	0.1% ($370.8K/$527.2M)	QoQ -12.05% (-$50.8K) YoY -34.53% (-$195.7K)
CHECK POINT SOFTWARE TECHNOLOGIES LTD(CHKPcusipM22465104)	1.6K	QoQ -61.01% (-2.5K) YoY -78.42% (-5.9K)	All Managers (Combined)	$368.1K	0.1% ($368.1K/$527.2M)	QoQ -52.41% (-$405.4K) YoY -70.01% (-$859.7K)
(IVVcusip464287200)	650	QoQ +26.21% (+135) YoY +27.95% (+142)	All Managers (Combined)	$365.4K	0.1% ($365.4K/$527.2M)	QoQ +20.50% (+$62.2K) YoY +36.73% (+$98.2K)
(SCHBcusip808524102)	16.9K	QoQ 0.00% (-0) YoY +200.00% (+11.3K)	All Managers (Combined)	$364.9K	0.1% ($364.9K/$527.2M)	QoQ -5.15% (-$19.8K) YoY +5.79% (+$20.0K)
(cusip78464A847)✕	6.9K	QoQ -0.24% (-17) YoY -11.99% (-943)	All Managers (Combined)	$354.0K	0.1% ($354.0K/$527.2M)	QoQ -6.64% (-$25.2K) YoY -15.56% (-$65.2K)
Walmart Inc.(WMTcusip931142103)	3.7K	QoQ -11.63% (-491) YoY NEW(+3.7K)	All Managers (Combined)	$327.5K	0.1% ($327.5K/$527.2M)	QoQ -14.13% (-$53.9K) YoY NEW(+$327.5K)
(cusipD66992104)✕	1.2K	QoQ 0.00% (+0) YoY NEW(+1.2K)	All Managers (Combined)	$320.4K	0.1% ($320.4K/$527.2M)	QoQ +9.31% (+$27.3K) YoY NEW(+$320.4K)
Duke Energy CORP(DUKcusip26441C204)	2.6K	QoQ 0.00% (+0) YoY -13.20% (-389)	All Managers (Combined)	$311.8K	0.1% ($311.8K/$527.2M)	QoQ +13.20% (+$36.4K) YoY +9.46% (-$26.9K)
PROCTER & GAMBLE Co(PGcusip742718109)	1.8K	QoQ +10.67% (+175) YoY +45.70% (+569)	All Managers (Combined)	$309.2K	0.1% ($309.2K/$527.2M)	QoQ +12.53% (+$34.4K) YoY +53.05% (+$107.2K)
WILLIAMS SONOMA INC(WSMcusip969904101)	1.9K	QoQ +0.25% (-5) YoY +73.06% (-822)	All Managers (Combined)	$307.9K	0.1% ($307.9K/$527.2M)	QoQ -14.38% (-$51.7K) YoY -13.77% (-$49.2K)
Tesla, Inc.(TSLAcusip88160R101)	1.2K	QoQ +9.96% (-105) YoY -42.22% (-847)	All Managers (Combined)	$300.4K	0.1% ($300.4K/$527.2M)	QoQ -29.43% (-$125.3K) YoY -14.82% (-$52.3K)
(VBKcusip922908595)	1.2K	QoQ -3.32% (-41) YoY -12.60% (-172)	All Managers (Combined)	$300.0K	0.1% ($300.0K/$527.2M)	QoQ -13.11% (-$45.3K) YoY -15.61% (-$55.5K)
FISERV INC(FIcusip337738108)	1.3K	QoQ 0.00% (+0) YoY -33.31% (-654)	All Managers (Combined)	$289.1K	0.1% ($289.1K/$527.2M)	QoQ +7.50% (+$20.2K) YoY -7.86% (-$24.7K)
(SCHGcusip808524300)	11.2K	QoQ +0.10% (-12) YoY +212.02% (-7.6K)	All Managers (Combined)	$280.0K	0.1% ($280.0K/$527.2M)	QoQ -10.05% (-$31.3K) YoY -15.72% (-$52.3K)
(cusip74347B680)✕	3.4K	QoQ -1.46% (-50) YoY -9.80% (-365)	All Managers (Combined)	$270.9K	0.1% ($270.9K/$527.2M)	QoQ -1.47% (-$4.1K) YoY -7.40% (-$21.7K)
Energy Transfer LP(ETcusip29273V100)	14.2K	QoQ -2.07% (-300) YoY NEW(+14.2K)	All Managers (Combined)	$263.2K	0.0% ($263.2K/$527.2M)	QoQ -7.07% (-$20.0K) YoY NEW(+$263.2K)
(cusip46641Q837)✕	5.2K	QoQ -48.85% (-4.9K) YoY -85.97% (-31.7K)	All Managers (Combined)	$261.6K	0.0% ($261.6K/$527.2M)	QoQ -48.58% (-$247.2K) YoY -85.92% (-$1.6M)