$116 Million is the total value of American Money Management, LLC's 92 reported holdings in Q4 2014. The portfolio turnover from Q3 2014 to Q4 2014 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BLK | New | BlackRock Inc | $2,033,000 | – | 5,686 | +100.0% | 1.75% | – |
| KMI | New | Kinder Morgan Inc | $342,000 | – | 8,093 | +100.0% | 0.30% | – |
| SCHD | New | Schwab US Div Equity ETFetf | $236,000 | – | 5,917 | +100.0% | 0.20% | – |
| SCHX | New | Schwab US LargeCap ETFetf | $235,000 | – | 4,796 | +100.0% | 0.20% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2015-02-10
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| Microsoft Corp | 40 | Q3 2023 | 5.4% |
| Qualcomm Inc | 40 | Q3 2023 | 11.1% |
| SPDR S&P Dividend | 40 | Q3 2023 | 5.1% |
| J P Morgan Chase & Co | 40 | Q3 2023 | 3.0% |
| Johnson & Johnson | 40 | Q3 2023 | 3.1% |
| AbbVie Inc Com | 40 | Q3 2023 | 2.6% |
| Mc Donalds Corp | 40 | Q3 2023 | 2.4% |
| Paychex Inc | 40 | Q3 2023 | 2.3% |
| Wells Fargo & Co. | 40 | Q3 2023 | 4.0% |
| Pepsico Incorporated | 40 | Q3 2023 | 2.1% |
View American Money Management, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-09 |
| 13F-HR | 2024-02-13 |
| 13F-HR | 2023-11-13 |
| 13F-HR | 2023-08-08 |
| 13F-HR | 2023-05-10 |
| 13F-HR | 2023-02-10 |
| 13F-HR | 2022-11-10 |
| 13F-HR | 2022-08-02 |
| 13F-HR | 2022-05-12 |
| 13F-HR | 2022-02-11 |
View American Money Management, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.