$351 Million is the total value of American Money Management, LLC's 133 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
PXD | New | Pioneer Natural Res Co | $672,152 | – | 2,943 | +100.0% | 0.19% | – |
TJX | New | T J X Cos Inc | $247,636 | – | 3,111 | +100.0% | 0.07% | – |
CVX | New | Chevron Corp | $232,260 | – | 1,294 | +100.0% | 0.07% | – |
BAC | New | Bank Of America Corp | $214,849 | – | 6,487 | +100.0% | 0.06% | – |
SPEM | New | SPDR S&P Emerging Markets ETFetf | $208,351 | – | 6,321 | +100.0% | 0.06% | – |
MRK | New | Merck & Co Inc | $206,782 | – | 1,864 | +100.0% | 0.06% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-02-10
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.