Am Investment Strategies LLC Top Holdings and 13F Report (2025) About Am Investment Strategies LLCInvestment ActivityAm Investment Strategies LLC has $410.86 thousand in total holdings as of December 31, 2024.Am Investment Strategies LLC owns shares of 100 different stocks, but just 20 companies or ETFs make up 80% of its holdings.Approximately 13.77% of the portfolio was purchased this quarter.About 10.65% of the portfolio was sold this quarter.This quarter, Am Investment Strategies LLC has purchased 105 new stocks and bought additional shares in 35 stocks.Am Investment Strategies LLC sold shares of 32 stocks and completely divested from 11 stocks this quarter.Largest Holdings Apple $84,427Amazon.com $56,563Berkshire Hathaway $51,636Alphabet $16,054Meta Platforms $15,253 Largest New Holdings this Quarter AbbVie $720 HoldingMicroStrategy $611 HoldingInvesco S&P 500 Equal Weight ETF $282 HoldingBroadcom $279 HoldingPALANTIR TECHNOLOGIES INC $262 Holding Largest Purchases this Quarter Berkshire Hathaway 1,018,945 shares (about $46.17K)Tesla 6,848 shares (about $2.77K)Home Depot 2,433 shares (about $946.26)FIDELITY WISE ORIGIN BITCOIN 9,935 shares (about $810.42)Eli Lilly and Company 950 shares (about $733.54) Largest Sales this Quarter Synovus Financial 434,845 shares (about $22.28K)Apple 21,002 shares (about $5.26K)Amazon.com 21,770 shares (about $4.78K)United States Lime & Minerals 5,000 shares (about $663.67)Microsoft 1,007 shares (about $424.46) Sector Allocation Over TimeMap of 500 Largest Holdings ofAm Investment Strategies LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$84,427$5,259 ▼-5.9%337,14220.5%Computer and TechnologyAMZNAmazon.com$56,563$4,776 ▼-7.8%257,81913.8%Retail/WholesaleBRK.BBerkshire Hathaway$51,636$46,172 ▲845.1%1,139,51512.6%FinanceGOOGAlphabet$16,054$42 ▲0.3%84,2993.9%Computer and TechnologyMETAMeta Platforms$15,253$269 ▲1.8%26,0503.7%Computer and TechnologyUSBU.S. Bancorp$10,594$59 ▼-0.6%221,4832.6%FinanceTSLATesla$10,430$2,766 ▲36.1%25,8262.5%Auto/Tires/TrucksRJFRaymond James$9,9510.0%64,0632.4%FinanceGEGeneral Electric$9,843$124 ▼-1.2%59,0162.4%TransportationAPOApollo Global Management$9,354$31 ▲0.3%56,6382.3%FinanceGSThe Goldman Sachs Group$8,763$15 ▲0.2%15,3042.1%FinanceSRADSportradar Group$7,9860.0%460,5401.9%Consumer DiscretionarySOSouthern$7,363$680 ▲10.2%89,4411.8%UtilitiesJPMJPMorgan Chase & Co.$6,237$40 ▼-0.6%26,0211.5%FinanceMSFTMicrosoft$6,074$424 ▼-6.5%14,4101.5%Computer and TechnologyBMYBristol-Myers Squibb$4,815$4 ▲0.1%85,1271.2%MedicalNVDANVIDIA$4,553$136 ▲3.1%33,9041.1%Computer and TechnologyTFCTruist Financial$3,710$101 ▼-2.6%85,5200.9%FinanceEPDEnterprise Products Partners$3,547$53 ▲1.5%113,1020.9%Oils/EnergyFIDELITY WISE ORIGIN BITCOIN$3,517$810 ▲29.9%43,1150.9%SHSBRK.ABerkshire Hathaway$3,4050.0%50.8%FinanceGE VERNOVA INC$3,197$17 ▼-0.5%9,7180.8%COMCOSTCostco Wholesale$3,0910.0%3,3730.8%Retail/WholesaleONBOld National Bancorp$2,9120.0%134,1630.7%FinanceCCitigroup$2,815$26 ▲0.9%39,9980.7%FinanceJNJJohnson & Johnson$2,658$84 ▼-3.1%18,3860.6%MedicalUPSUnited Parcel Service$2,632$606 ▲29.9%20,8690.6%TransportationMSMorgan Stanley$2,617$16 ▲0.6%20,8180.6%FinanceHDHome Depot$2,220$946 ▲74.3%5,7080.5%Retail/WholesaleAMGNAmgen$2,190$243 ▲12.5%8,4020.5%MedicalWMTWalmart$2,016$18 ▲0.9%22,3160.5%Retail/WholesaleUSLMUnited States Lime & Minerals$1,991$664 ▼-25.0%15,0000.5%ConstructionFHNFirst Horizon$1,851$54 ▲3.0%91,8920.5%FinanceHSTMHealthStream$1,8360.0%57,7390.4%Computer and TechnologyGEHCGE HealthCare Technologies$1,797$8 ▼-0.4%22,9840.4%MedicalMCDMcDonald's$1,680$109 ▼-6.1%5,7960.4%Retail/WholesaleSBCFSeacoast Banking Co. of Florida$1,672$2 ▲0.1%60,7250.4%FinanceMRKMerck & Co., Inc.$1,643$53 ▲3.3%16,5140.4%MedicalCATCaterpillar$1,5900.0%4,3840.4%Industrial ProductsKOCoca-Cola$1,333$9 ▼-0.7%21,4080.3%Consumer StaplesVVisa$1,2990.0%4,1120.3%Business ServicesPNFPPinnacle Financial Partners$1,298$1 ▲0.1%11,3430.3%FinanceTSMTaiwan Semiconductor Manufacturing$1,296$1 ▲0.1%6,5620.3%Computer and TechnologyGOOGLAlphabet$1,227$15 ▼-1.2%6,4800.3%Computer and TechnologyVZVerizon Communications$1,204$77 ▼-6.0%30,0970.3%Computer and TechnologySPYSPDR S&P 500 ETF Trust$1,1400.0%1,9450.3%FinanceCBLCBL & Associates Properties$1,139$1 ▼-0.1%38,7220.3%FinanceGPNGlobal Payments$1,075$176 ▼-14.1%9,5930.3%Business ServicesSTWDStarwood Property Trust$1,074$22 ▲2.1%56,6740.3%FinanceMDLZMondelez International$1,030$620 ▲151.4%17,2490.3%Consumer StaplesLLYEli Lilly and Company$1,020$734 ▲256.1%1,3210.2%MedicalARIApollo Commercial Real Estate Finance$966$27 ▲2.8%111,4980.2%FinanceSNVSynovus Financial$964$22,282 ▼-95.9%18,8130.2%FinanceDHRDanaher$9470.0%4,1260.2%Multi-Sector ConglomeratesHUT 8 CORP$9020.0%44,0000.2%COMLULULululemon Athletica$8580.0%2,2440.2%Consumer DiscretionaryPFFiShares Preferred and Income Securities ETF$849$6 ▲0.7%26,9910.2%ETFJEFJefferies Financial Group$7840.0%10,0000.2%FinanceVIGVanguard Dividend Appreciation ETF$7720.0%3,9430.2%ETFCVXChevron$765$166 ▼-17.9%5,2840.2%Oils/EnergyDISWalt Disney$726$45 ▼-5.8%6,5180.2%Consumer DiscretionaryABBVAbbVie$720$720 ▲New Holding4,0490.2%MedicalCIFRCipher Mining$719$29 ▼-3.9%155,0000.2%Business ServicesQQQInvesco QQQ$6730.0%1,3150.2%FinanceMSTRMicroStrategy$611$611 ▲New Holding2,1110.1%Computer and TechnologyREALRealReal$5810.0%53,1440.1%Consumer DiscretionarySTTState Street$548$0 ▲0.1%5,5870.1%FinanceDIASPDR Dow Jones Industrial Average ETF Trust$541$0 ▲0.1%1,2710.1%FinanceIBMInternational Business Machines$540$15 ▲2.8%2,4560.1%Computer and TechnologyIVViShares Core S&P 500 ETF$4980.0%8450.1%ETFBXBlackstone$488$0 ▲0.0%2,8300.1%FinanceSLFSun Life Financial$479$1 ▲0.2%8,0750.1%FinanceWMWaste Management$478$61 ▼-11.2%2,3690.1%Business ServicesCHWYChewy$4260.0%12,7270.1%Retail/WholesaleCVSCVS Health$423$419 ▼-49.7%9,4220.1%Retail/WholesaleCSCOCisco Systems$422$55 ▼-11.5%7,1280.1%Computer and TechnologyDUKDuke Energy$387$1 ▼-0.3%3,5870.1%UtilitiesETEnergy Transfer$366$1 ▼-0.3%18,6960.1%Oils/EnergyUBERUber Technologies$349$12 ▲3.6%5,7800.1%Computer and TechnologyMCKMcKesson$283$1 ▲0.2%4970.1%MedicalEMREmerson Electric$283$65 ▼-18.6%2,2800.1%Industrial ProductsRSPInvesco S&P 500 Equal Weight ETF$282$282 ▲New Holding1,6070.1%ETFAVGOBroadcom$279$279 ▲New Holding1,2020.1%Computer and TechnologySNOWSnowflake$279$34 ▼-10.9%1,8090.1%Computer and TechnologyPALANTIR TECHNOLOGIES INC$262$262 ▲New Holding3,4640.1%CL AESLTElbit Systems$2580.0%1,0000.1%AerospaceRFRegions Financial$2460.0%10,4550.1%FinanceFNCLFidelity MSCI Financials Index ETF$244$1 ▲0.2%3,5590.1%ETFMKLMarkel Group$242$61 ▼-20.0%1400.1%Multi-Sector ConglomeratesRTXRTX$240$3 ▼-1.2%1,8190.1%AerospaceXOMExxon Mobil$2370.0%2,2070.1%Oils/EnergyPGProcter & Gamble$2340.0%1,3960.1%Consumer StaplesZBHZimmer Biomet$2320.0%2,1980.1%MedicalAMDAdvanced Micro Devices$228$23 ▼-9.2%1,8890.1%Computer and TechnologyNEENextEra Energy$218$14 ▼-6.2%3,0410.1%UtilitiesAFLAflac$2070.0%2,0000.1%FinanceATECAlphatec$920.0%10,0000.0%MedicalNRDYNerdy$490.0%30,0000.0%Consumer DiscretionaryHSHPHimalaya Shipping$49$49 ▲New Holding10,0000.0%TransportationACTINIUM PHARMACEUTICALS INC$180.0%14,4220.0%COMShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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