186 is the total number of securities Asset Management Group, Inc. has owned. The longest Asset Management Group, Inc. has owned a single stock is 42 quarters.
Period | Weighting | Quarter | |||||||
---|---|---|---|---|---|---|---|---|---|
Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
IWS | ISHARES TR | 42 | 42 | 3.60% | 4.78% | 5.78% | Q2 2013 | Q3 2023 | 42 |
TIP | ISHARES TR | 42 | 42 | 1.84% | 3.67% | 6.37% | Q2 2013 | Q3 2023 | 42 |
AGG | ISHARES TR | 42 | 42 | 0.74% | 3.54% | 10.09% | Q2 2013 | Q3 2023 | 42 |
VIG | VANGUARD SPECIALIZED F... | 42 | 42 | 2.66% | 3.39% | 4.71% | Q2 2013 | Q3 2023 | 42 |
VBK | Vanguard Msci Us Sm Ca... | 42 | 42 | 2.52% | 3.20% | 4.29% | Q2 2013 | Q3 2023 | 42 |
IJH | Ishares Tr S&P Midcap ... | 42 | 42 | 2.67% | 3.18% | 4.00% | Q2 2013 | Q3 2023 | 42 |
IJJ | ISHARES TR | 42 | 42 | 1.91% | 2.87% | 4.28% | Q2 2013 | Q3 2023 | 42 |
IJS | ISHARES TR | 42 | 42 | 1.82% | 2.68% | 3.86% | Q2 2013 | Q3 2023 | 42 |
IVE | Ishares Tr S&P 500 Bar... | 42 | 42 | 1.58% | 2.64% | 3.94% | Q2 2013 | Q3 2023 | 42 |
PEP | PEPSICO INC | 42 | 42 | 1.09% | 2.36% | 3.69% | Q2 2013 | Q3 2023 | 42 |
IEF | ISHARES TR | 42 | 42 | 0.72% | 2.16% | 4.62% | Q2 2013 | Q3 2023 | 42 |
ICF | Ishares Tr Cohen & Ste... | 42 | 42 | 1.13% | 1.99% | 3.30% | Q2 2013 | Q3 2023 | 42 |
IVV | Ishares Trust S&P 500 ... | 42 | 42 | 0.47% | 1.97% | 3.01% | Q2 2013 | Q3 2023 | 42 |
VTI | Vanguard Total Stock Mkt | 42 | 42 | 0.22% | 1.91% | 2.58% | Q2 2013 | Q3 2023 | 42 |
IWD | Ishares Tr Russell 100... | 42 | 42 | 0.78% | 1.91% | 3.41% | Q2 2013 | Q3 2023 | 42 |
EEM | ISHARES TR | 42 | 42 | 0.72% | 1.71% | 3.99% | Q2 2013 | Q3 2023 | 42 |
IJT | ISHARES TR | 42 | 42 | 0.96% | 1.38% | 1.82% | Q2 2013 | Q3 2023 | 42 |
EFA | Ishares Tr Msci Eafe | 42 | 42 | 0.69% | 1.34% | 2.56% | Q2 2013 | Q3 2023 | 42 |
SSO | Proshares Ultra S&P 500 | 42 | 42 | 0.43% | 1.33% | 2.00% | Q2 2013 | Q3 2023 | 42 |
IJK | ISHARES TR | 42 | 42 | 0.91% | 1.31% | 1.83% | Q2 2013 | Q3 2023 | 42 |
IUSV | Ishares Tr Russell 300... | 42 | 42 | 0.82% | 1.24% | 1.73% | Q2 2013 | Q3 2023 | 42 |
JNJ | JOHNSON & JOHNSON | 42 | 42 | 0.52% | 1.00% | 1.46% | Q2 2013 | Q3 2023 | 42 |
DIS | Walt Disney Co Holding Co | 42 | 42 | 0.64% | 0.91% | 1.20% | Q2 2013 | Q3 2023 | 42 |
DVY | Ishares Trust Dow Jone... | 42 | 42 | 0.36% | 0.90% | 1.46% | Q2 2013 | Q3 2023 | 42 |
IVW | ISHARES TR | 42 | 42 | 0.72% | 0.85% | 1.01% | Q2 2013 | Q3 2023 | 42 |
BSV | Vanguard Bond Index Sh... | 42 | 42 | 0.16% | 0.84% | 2.26% | Q2 2013 | Q3 2023 | 42 |
VNQ | Vanguard Reit | 42 | 42 | 0.21% | 0.82% | 1.12% | Q2 2013 | Q3 2023 | 42 |
SDY | Spdr S&P Dividend Etf | 42 | 42 | 0.33% | 0.80% | 1.16% | Q2 2013 | Q3 2023 | 42 |
IWN | Ishares Tr Russell 200... | 42 | 42 | 0.46% | 0.78% | 1.26% | Q2 2013 | Q3 2023 | 42 |
IJR | Ishares Tr S&P Smallca... | 42 | 42 | 0.62% | 0.77% | 0.96% | Q2 2013 | Q3 2023 | 42 |
IGM | ISHARES TR | 42 | 42 | 0.61% | 0.77% | 1.00% | Q2 2013 | Q3 2023 | 42 |
XBI | Spdr S&P Biotech Etf | 42 | 42 | 0.39% | 0.74% | 1.08% | Q2 2013 | Q3 2023 | 42 |
VDE | VANGUARD WORLD FDS | 42 | 42 | 0.13% | 0.71% | 1.77% | Q2 2013 | Q3 2023 | 42 |
MDY | SPDR S&P MIDCAP 400 ET... | 42 | 42 | 0.48% | 0.67% | 0.84% | Q2 2013 | Q3 2023 | 42 |
IGE | ISHARES TR | 42 | 42 | 0.16% | 0.66% | 1.73% | Q2 2013 | Q3 2023 | 42 |
IWR | ISHARES TR | 42 | 42 | 0.47% | 0.63% | 0.80% | Q2 2013 | Q3 2023 | 42 |
SPY | S P D R Trust Unit Sr 1 | 42 | 42 | 0.47% | 0.58% | 0.77% | Q2 2013 | Q3 2023 | 42 |
PFE | PFIZER INC | 42 | 42 | 0.35% | 0.53% | 0.80% | Q2 2013 | Q3 2023 | 42 |
VGT | VANGUARD WORLD FDS | 42 | 42 | 0.35% | 0.48% | 0.65% | Q2 2013 | Q3 2023 | 42 |
PG | Procter & Gamble Co. | 42 | 42 | 0.26% | 0.42% | 0.56% | Q2 2013 | Q3 2023 | 42 |
OMC | OMNICOM GROUP INC | 42 | 42 | 0.11% | 0.42% | 0.90% | Q2 2013 | Q3 2023 | 42 |
SHY | ISHARES TR | 42 | 42 | 0.09% | 0.35% | 0.90% | Q2 2013 | Q3 2023 | 42 |
VUG | VANGUARD INDEX FDS | 42 | 42 | 0.24% | 0.33% | 0.40% | Q2 2013 | Q3 2023 | 42 |
IWF | Ishares Tr Russell 100... | 42 | 42 | 0.20% | 0.28% | 0.35% | Q2 2013 | Q3 2023 | 42 |
VWO | VANGUARD INTL EQUITY I... | 42 | 42 | 0.17% | 0.28% | 0.51% | Q2 2013 | Q3 2023 | 42 |
WMT | Wal Mart Stores | 42 | 42 | 0.13% | 0.26% | 0.37% | Q2 2013 | Q3 2023 | 42 |
PAYX | PAYCHEX INC | 42 | 42 | 0.18% | 0.22% | 0.26% | Q2 2013 | Q3 2023 | 42 |
IUSG | Ishares Tr Russell 300... | 42 | 42 | 0.15% | 0.20% | 0.28% | Q2 2013 | Q3 2023 | 42 |
CSCO | Cisco Systems Inc | 42 | 42 | 0.11% | 0.16% | 0.26% | Q2 2013 | Q3 2023 | 42 |
AAPL | APPLE INC | 28 | 13 | 0.28% | 2.00% | 4.18% | Q2 2013 | Q3 2023 | 41 |
WRB | Berkley W R Corporation | 28 | 13 | 0.51% | 0.94% | 1.40% | Q2 2013 | Q3 2023 | 41 |
DPZ | DOMINOS PIZZA INC | 37 | 4 | 0.14% | 0.46% | 1.34% | Q2 2013 | Q3 2023 | 41 |
BRKB | BERKSHIRE HATHAWAY INC... | 28 | 13 | 0.21% | 0.38% | 0.52% | Q2 2013 | Q3 2023 | 41 |
ABT | ABBOTT LABS | 28 | 13 | 0.24% | 0.34% | 0.48% | Q2 2013 | Q3 2023 | 41 |
IHE | ISHARES TR | 41 | 41 | 0.15% | 0.30% | 0.55% | Q3 2013 | Q3 2023 | 41 |
EWC | Ishares Msci Canada Id... | 27 | 14 | 0.06% | 0.20% | 0.65% | Q2 2013 | Q3 2023 | 41 |
OEF | Ishares Tr S&P 100 Index | 41 | 41 | 0.10% | 0.11% | 0.14% | Q3 2013 | Q3 2023 | 41 |
SLY | Spdr S&P 600 Small Cap | 40 | 40 | 0.31% | 1.40% | 1.85% | Q2 2013 | Q1 2023 | 40 |
CAT | CATERPILLAR INC | 40 | 40 | 0.29% | 0.42% | 0.66% | Q4 2013 | Q3 2023 | 40 |
CP | CANADIAN PAC RY LTD | 40 | 40 | 0.10% | 0.14% | 0.20% | Q2 2013 | Q1 2023 | 40 |
VCSH | VANGUARD SCOTTSDALE FDS | 39 | 39 | 0.63% | 2.58% | 6.78% | Q1 2014 | Q3 2023 | 39 |
MDYG | Spdr S&P 400 Mid Cap G... | 39 | 39 | 0.32% | 0.40% | 0.50% | Q1 2014 | Q3 2023 | 39 |
SCHA | Schw Us Scap Etf | 37 | 37 | 0.18% | 0.97% | 1.50% | Q3 2014 | Q3 2023 | 37 |
XLE | SELECT SECTOR SPDR TR | 37 | 37 | 0.22% | 0.49% | 0.74% | Q3 2014 | Q3 2023 | 37 |
BIV | Vanguard Bond Index Fu... | 36 | 36 | 0.42% | 1.57% | 2.79% | Q4 2014 | Q3 2023 | 36 |
ILCB | ISHARES TR | 36 | 36 | 0.09% | 0.11% | 0.14% | Q4 2014 | Q3 2023 | 36 |
VBR | Vanguard Small Cap Value | 35 | 35 | 0.71% | 3.93% | 5.23% | Q1 2015 | Q3 2023 | 35 |
VOE | Vanguard Mid Cap Value | 35 | 35 | 0.90% | 2.25% | 2.90% | Q1 2015 | Q3 2023 | 35 |
EFAV | ISHARES TR | 35 | 35 | 0.18% | 1.84% | 3.73% | Q1 2015 | Q3 2023 | 35 |
SCHB | Schw Us Brd Mkt Etf | 35 | 35 | 0.30% | 0.43% | 0.55% | Q1 2015 | Q3 2023 | 35 |
IBB | Ishares Tr Nasdaq Biotech | 16 | 1 | 0.05% | 0.09% | 0.15% | Q4 2013 | Q3 2023 | 35 |
SCHM | SCHWAB STRATEGIC TR | 34 | 34 | 0.13% | 2.21% | 3.21% | Q2 2015 | Q3 2023 | 34 |
BOND | Pimco Exch Traded Fund... | 34 | 34 | 0.24% | 0.66% | 1.55% | Q2 2015 | Q3 2023 | 34 |
SCHP | Schwab US Tips ETF | 33 | 33 | 0.24% | 1.96% | 3.49% | Q3 2015 | Q3 2023 | 33 |
SCHX | Schw US Large Cap ETF | 32 | 1 | 0.11% | 0.48% | 0.72% | Q2 2015 | Q3 2023 | 33 |
IBM | INTERNATIONAL BUSINESS... | 24 | 3 | 0.04% | 0.30% | 0.63% | Q4 2013 | Q2 2023 | 33 |
GE | General Electric Co. | 33 | 33 | 0.04% | 0.26% | 0.48% | Q2 2013 | Q2 2021 | 33 |
JPM | J P Morgan & Co. Inc. | 23 | 3 | 0.04% | 0.09% | 0.13% | Q2 2014 | Q3 2023 | 33 |
PJT | P J T Partners Inc Cl A | 32 | 32 | 0.43% | 0.69% | 0.99% | Q4 2015 | Q3 2023 | 32 |
AMZN | AMAZON COM INC | 28 | 4 | 0.11% | 0.67% | 1.47% | Q3 2015 | Q3 2023 | 32 |
MSFT | MICROSOFT CORP | 32 | 32 | 0.09% | 0.30% | 0.72% | Q4 2015 | Q3 2023 | 32 |
XLF | SELECT SECTOR SPDR TR | 13 | 1 | 0.04% | 0.08% | 0.11% | Q4 2014 | Q3 2023 | 30 |
SCHR | SCHWAB STRATEGIC TR | 29 | 29 | 0.10% | 0.18% | 0.27% | Q3 2016 | Q3 2023 | 29 |
ADI | ANALOG DEVICES INC | 28 | 1 | 0.09% | 0.12% | 0.16% | Q2 2015 | Q3 2023 | 29 |
SRGE | Southridge Ent Inc New | 22 | 7 | 0.00% | 0.00% | 0.00% | Q2 2013 | Q4 2020 | 29 |
XOM | EXXON MOBIL CORP | 27 | 1 | 0.05% | 0.32% | 0.59% | Q2 2013 | Q3 2023 | 28 |
VMC | VULCAN MATLS CO | 13 | 4 | 0.06% | 0.08% | 0.10% | Q1 2016 | Q3 2023 | 28 |
ABBV | Abbvie Inc | 26 | 26 | 0.19% | 0.30% | 0.38% | Q2 2013 | Q3 2019 | 26 |
SAM | BOSTON BEER INC | 24 | 1 | 0.07% | 0.54% | 3.02% | Q1 2016 | Q3 2023 | 25 |
PZA | Powershs Ins National ... | 24 | 24 | 0.14% | 0.44% | 0.69% | Q2 2013 | Q1 2019 | 24 |
PZT | Powershs Insured NY Mu... | 24 | 24 | 0.09% | 0.34% | 0.49% | Q2 2013 | Q1 2019 | 24 |
QQQ | Powershares QQQ Trust,... | 24 | 24 | 0.22% | 0.29% | 0.57% | Q2 2013 | Q1 2019 | 24 |
GOOGL | Alphabet Inc Class A | 24 | 24 | 0.09% | 0.16% | 0.33% | Q4 2017 | Q3 2023 | 24 |
GOOG | Alphabet Inc Class C | 24 | 24 | 0.10% | 0.13% | 0.20% | Q4 2017 | Q3 2023 | 24 |
IWB | Ishares Tr Russell 100... | 19 | 1 | 0.07% | 0.07% | 0.08% | Q2 2017 | Q3 2023 | 24 |
Berkshire Htwy Cla 1/1... | 13 | 10 | 0.18% | 0.21% | 0.25% | Q1 2014 | Q4 2019 | 23 | |
SCHH | Sch US Reit ETF | 23 | 23 | 0.09% | 0.18% | 0.24% | Q1 2015 | Q3 2020 | 23 |
BND | Vanguard Total Bond Ma... | 22 | 22 | 0.14% | 0.24% | 0.40% | Q2 2013 | Q3 2018 | 22 |
VEA | VANGUARD TAX-MANAGED I... | 22 | 22 | 0.07% | 0.09% | 0.11% | Q2 2018 | Q3 2023 | 22 |
VB | Vanguard Small Cap ETF | 21 | 21 | 0.16% | 1.33% | 2.05% | Q3 2018 | Q3 2023 | 21 |
CVX | Chevrontexaco | 21 | 21 | 0.08% | 0.10% | 0.13% | Q4 2014 | Q4 2019 | 21 |
ISCV | Ishares Morningstar Sm... | 20 | 20 | 0.08% | 0.10% | 0.11% | Q1 2015 | Q4 2019 | 20 |
SCHE | SCHWAB STRATEGIC TR | 19 | 19 | 0.10% | 0.64% | 0.91% | Q1 2019 | Q3 2023 | 19 |
AIZ | ASSURANT INC | 14 | 2 | 0.07% | 0.25% | 0.71% | Q2 2017 | Q3 2023 | 19 |
CBS | CBS Corporation Cl B | 19 | 19 | 0.09% | 0.13% | 0.17% | Q1 2015 | Q3 2019 | 19 |
QQQ | Invesco QQQ Trust | 18 | 18 | 0.59% | 2.26% | 3.18% | Q2 2019 | Q3 2023 | 18 |
PZT | Invesco NY Muni AMT Fr... | 18 | 18 | 0.09% | 0.28% | 0.60% | Q2 2019 | Q3 2023 | 18 |
DRI | Darden Restaurants | 18 | 18 | 0.08% | 0.18% | 0.50% | Q2 2015 | Q3 2019 | 18 |
SCHG | Schwab US Lg Cap Growt... | 18 | 18 | 0.12% | 0.15% | 0.17% | Q2 2019 | Q3 2023 | 18 |
PZA | Invesco National AMT F... | 18 | 18 | 0.06% | 0.08% | 0.09% | Q2 2019 | Q3 2023 | 18 |
VOT | Vanguard Mid Cap Growt... | 17 | 17 | 0.37% | 0.83% | 1.05% | Q3 2019 | Q3 2023 | 17 |
FREL | Fidelity Msci Real Est... | 17 | 17 | 0.39% | 0.74% | 1.60% | Q3 2019 | Q3 2023 | 17 |
BYLD | Ishares Yield Optimize... | 17 | 17 | 0.15% | 0.53% | 1.08% | Q3 2019 | Q3 2023 | 17 |
MACK | Merrimack Pharma Inc | 17 | 17 | 0.01% | 0.08% | 0.17% | Q2 2013 | Q2 2017 | 17 |
VO | Vanguard Mid Cap | 16 | 16 | 0.35% | 1.07% | 1.55% | Q4 2019 | Q3 2023 | 16 |
MCO | MOODYS CORP | 16 | 16 | 0.20% | 0.24% | 0.29% | Q4 2019 | Q3 2023 | 16 |
CHTR | CHARTER COMMUNICATIONS... | 16 | 16 | 0.07% | 0.22% | 0.36% | Q4 2017 | Q3 2021 | 16 |
PEG | Pub Svc Ent Group Inc | 16 | 16 | 0.16% | 0.18% | 0.21% | Q2 2013 | Q1 2017 | 16 |
VXUS | Vanguard Total Intl ETF | 15 | 15 | 0.11% | 0.14% | 0.18% | Q1 2020 | Q3 2023 | 15 |
HD | Home Depot Inc | 9 | 5 | 0.06% | 0.08% | 0.12% | Q2 2017 | Q2 2021 | 14 |
IMCG | ISHARES TR | 14 | 14 | 0.06% | 0.06% | 0.07% | Q2 2020 | Q3 2023 | 14 |
SPYG | Spdr S&P 500 Growth Etf | 13 | 13 | 0.13% | 0.62% | 0.79% | Q3 2020 | Q3 2023 | 13 |
VOOG | Vanguard S&P 500 Growt... | 13 | 13 | 0.26% | 0.53% | 0.64% | Q3 2020 | Q3 2023 | 13 |
DECK | DECKERS OUTDOOR CORP | 13 | 13 | 0.05% | 0.13% | 0.30% | Q3 2020 | Q3 2023 | 13 |
IYW | Ishares US Technology | 13 | 13 | 0.05% | 0.06% | 0.06% | Q3 2020 | Q3 2023 | 13 |
UNH | UNITEDHEALTH GROUP INC | 12 | 12 | 0.06% | 0.16% | 0.22% | Q4 2020 | Q3 2023 | 12 |
GILD | GILEAD SCIENCES INC | 6 | 3 | 0.04% | 0.09% | 0.25% | Q1 2020 | Q2 2023 | 12 |
SLYG | Spdr S&P 600 Small Cap... | 12 | 12 | 0.05% | 0.05% | 0.06% | Q4 2020 | Q3 2023 | 12 |
CL | COLGATE PALMOLIVE CO | 12 | 12 | 0.05% | 0.05% | 0.07% | Q4 2020 | Q3 2023 | 12 |
IAU | Ishares Gold Trust | 11 | 11 | 0.05% | 0.16% | 0.31% | Q2 2013 | Q4 2015 | 11 |
NWL | NEWELL BRANDS INC | 11 | 11 | 0.03% | 0.08% | 0.16% | Q1 2021 | Q3 2023 | 11 |
SPYV | Spdr S&P 500 Value Etf | 10 | 10 | 0.07% | 0.50% | 0.84% | Q2 2021 | Q3 2023 | 10 |
FXI | Ishares Trust Index Fu... | 10 | 10 | 0.10% | 0.16% | 0.21% | Q2 2013 | Q3 2015 | 10 |
MRK | MERCK & CO INC | 10 | 10 | 0.06% | 0.12% | 0.17% | Q2 2021 | Q3 2023 | 10 |
PML | Pimco Municipal Income | 10 | 10 | 0.06% | 0.07% | 0.08% | Q2 2015 | Q3 2017 | 10 |
CMCSA | COMCAST CORP NEW | 10 | 10 | 0.05% | 0.06% | 0.08% | Q2 2021 | Q3 2023 | 10 |
MCD | McDonalds Corporation | 10 | 10 | 0.04% | 0.05% | 0.06% | Q2 2021 | Q3 2023 | 10 |
FNDF | SCHWAB STRATEGIC TR | 9 | 9 | 0.09% | 0.11% | 0.11% | Q3 2021 | Q3 2023 | 9 |
FB | META PLATFORMS INC | 7 | 2 | 0.06% | 0.09% | 0.19% | Q2 2020 | Q3 2023 | 9 |
INTC | INTEL CORP | 5 | 1 | 0.05% | 0.06% | 0.10% | Q4 2015 | Q3 2023 | 9 |
NLSN | Nielsen Holdings B V F | 8 | 8 | 0.26% | 1.12% | 1.88% | Q1 2015 | Q4 2016 | 8 |
HPQ | HP INC | 4 | 4 | 0.06% | 0.13% | 0.21% | Q4 2020 | Q3 2023 | 8 |
Nielsen Holdings B V F | 7 | 7 | 0.28% | 0.30% | 0.34% | Q2 2013 | Q4 2014 | 7 | |
BRKA | BERKSHIRE HATHAWAY INC... | 7 | 7 | 0.20% | 0.21% | 0.23% | Q1 2022 | Q3 2023 | 7 |
BIIB | Biogen Idec Inc | 5 | 1 | 0.07% | 0.11% | 0.13% | Q2 2014 | Q4 2017 | 7 |
VIAC | ViacomCBS Inc Class B | 6 | 1 | 0.04% | 0.06% | 0.08% | Q4 2019 | Q1 2022 | 7 |
VT | Vanguard Total World S... | 4 | 1 | 0.04% | 0.05% | 0.08% | Q3 2019 | Q3 2023 | 7 |
Copsync Inc | 7 | 7 | 0.01% | 0.01% | 0.02% | Q2 2013 | Q4 2014 | 7 | |
DGT | SPDR SER TR | 6 | 6 | 0.24% | 0.29% | 0.31% | Q2 2022 | Q3 2023 | 6 |
RTM | INVESCO EXCHANGE TRADE... | 6 | 6 | 0.08% | 0.10% | 0.11% | Q2 2022 | Q3 2023 | 6 |
BDX | BECTON DICKINSON & CO | 6 | 6 | 0.07% | 0.07% | 0.08% | Q2 2022 | Q3 2023 | 6 |
NVDA | NVIDIA CORPORATION | 4 | 2 | 0.04% | 0.05% | 0.06% | Q2 2021 | Q3 2023 | 6 |
GOOGL | Google Inc Class A | 3 | 2 | 0.08% | 0.10% | 0.13% | Q4 2013 | Q3 2017 | 5 |
LOW | LOWES COS INC | 4 | 1 | 0.04% | 0.06% | 0.06% | Q3 2020 | Q4 2021 | 5 |
VV | Vanguard Lrg Cap Etf U... | 5 | 5 | 0.05% | 0.06% | 0.06% | Q3 2020 | Q3 2021 | 5 |
COV | Covidien Ltd | 4 | 4 | 0.12% | 0.13% | 0.14% | Q1 2014 | Q4 2014 | 4 |
PID | Powershs Exch Trad Fd ... | 4 | 4 | 0.10% | 0.12% | 0.13% | Q4 2014 | Q3 2015 | 4 |
HPQ | Hewlett Packard Co | 4 | 4 | 0.10% | 0.11% | 0.12% | Q4 2019 | Q3 2020 | 4 |
IWM | Ishares Tr Russell 200... | 4 | 4 | 0.05% | 0.05% | 0.05% | Q4 2020 | Q3 2021 | 4 |
TXMD | THERAPEUTICSMD INC | 4 | 4 | 0.01% | 0.03% | 0.06% | Q2 2021 | Q1 2022 | 4 |
CHTR | Charter Communications | 3 | 3 | 0.16% | 0.17% | 0.17% | Q1 2017 | Q3 2017 | 3 |
WW | Weight Watchers Intl Inc | 3 | 3 | 0.10% | 0.12% | 0.15% | Q1 2018 | Q3 2018 | 3 |
GOOG | Alphabet Inc Class C | 3 | 3 | 0.08% | 0.08% | 0.09% | Q1 2017 | Q3 2017 | 3 |
ARMK | Aramark | 2 | 1 | 0.06% | 0.07% | 0.07% | Q3 2018 | Q4 2019 | 3 |
JCPNQ | Penney J C Co Inc | 3 | 3 | 0.05% | 0.05% | 0.05% | Q1 2014 | Q3 2014 | 3 |
SPSM | SPDR SER TR | 2 | 2 | 1.21% | 1.23% | 1.25% | Q2 2023 | Q3 2023 | 2 |
GSG | Ishares S&P GSCI Commo... | 2 | 2 | 0.16% | 0.17% | 0.17% | Q2 2013 | Q3 2013 | 2 |
CANADIAN PACIFIC KANSA... | 2 | 2 | 0.15% | 0.15% | 0.16% | Q2 2023 | Q3 2023 | 2 | |
AMX | America Movil SAB Spsr... | 1 | 1 | 0.12% | 0.12% | 0.13% | Q4 2013 | Q3 2014 | 2 |
XL | XL Capital Limited | 2 | 2 | 0.09% | 0.09% | 0.09% | Q1 2018 | Q2 2018 | 2 |
THERAPEUTICSMD INC | 2 | 2 | 0.02% | 0.03% | 0.04% | Q2 2022 | Q3 2022 | 2 | |
Casavant Intl Mng Corp... | 2 | 2 | 0.00% | 0.00% | 0.00% | Q2 2017 | Q3 2017 | 2 | |
Berkley W R Corporation | 1 | 1 | 1.22% | 1.22% | 1.22% | Q3 2016 | Q3 2016 | 1 | |
Apple Computers | 1 | 1 | 1.10% | 1.10% | 1.10% | Q3 2016 | Q3 2016 | 1 | |
IShares Russell 2000 G... | 1 | 1 | 1.06% | 1.06% | 1.06% | Q4 2013 | Q4 2013 | 1 | |
Berkshire Hathaway Cl B | 1 | 1 | 0.38% | 0.38% | 0.38% | Q3 2016 | Q3 2016 | 1 | |
Abbott Laboratories | 1 | 1 | 0.26% | 0.26% | 0.26% | Q3 2016 | Q3 2016 | 1 | |
Berkshire Htwy Cla 1/1... | 1 | 1 | 0.18% | 0.18% | 0.18% | Q3 2016 | Q3 2016 | 1 | |
Amazon Com Inc | 1 | 1 | 0.16% | 0.16% | 0.16% | Q3 2016 | Q3 2016 | 1 | |
Analog Devices, Inc. | 1 | 1 | 0.09% | 0.09% | 0.09% | Q3 2016 | Q3 2016 | 1 | |
VDC | Vanguard Consumr Staples | 1 | 1 | 0.07% | 0.07% | 0.07% | Q3 2020 | Q3 2020 | 1 |
SCHY | SCHWAB STRATEGIC TR | 1 | 1 | 0.05% | 0.05% | 0.05% | Q3 2023 | Q3 2023 | 1 |
ZG | Zillow Group Inc Class | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2020 | Q4 2020 | 1 |
GENERAL ELECTRIC CO | 1 | 1 | 0.04% | 0.04% | 0.04% | Q3 2021 | Q3 2021 | 1 | |
Autozone Inc. | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2014 | Q4 2014 | 1 | |
ZVUE | Zvue Corporation | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2014 | Q4 2014 | 1 |
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The securities at the top of the list , including ISHARES TR, ISHARES TR, and ISHARES TR, are the highest-conviction holdings of Asset Management Group, Inc..
The conviction is calculated by counting the number of quarters a security has been reported by Asset Management Group, Inc.. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that Asset Management Group, Inc. owns currently or has owned in the past.