American Money Management, LLC Top Holdings and 13F Report (2025) About American Money Management, LLCInvestment ActivityAmerican Money Management, LLC has $512.59 million in total holdings as of December 31, 2024.American Money Management, LLC owns shares of 139 different stocks, but just 39 companies or ETFs make up 80% of its holdings.Approximately 7.29% of the portfolio was purchased this quarter.About 2.20% of the portfolio was sold this quarter.This quarter, American Money Management, LLC has purchased 137 new stocks and bought additional shares in 57 stocks.American Money Management, LLC sold shares of 56 stocks and completely divested from 5 stocks this quarter.Largest Holdings Vanguard Short-Term Treasury Index ETF $30,546,176Apple $28,957,349Vanguard Short-Term Corporate Bond ETF $28,863,385Microsoft $24,533,831Vanguard Intermediate-Term Bond ETF $17,350,251 Largest New Holdings this Quarter Automatic Data Processing $508,179 HoldingOracle $449,174 HoldingWalmart $381,365 HoldingEnergy Transfer $283,271 HoldingEnterprise Products Partners $213,657 Holding Largest Purchases this Quarter Schwab US Large-Cap ETF 297,666 shares (about $6.90M)Schwab U.S. Mid-Cap ETF 165,036 shares (about $4.57M)Meta Platforms 6,952 shares (about $4.07M)Microsoft 8,399 shares (about $3.54M)Vanguard Short-Term Treasury Index ETF 56,934 shares (about $3.31M) Largest Sales this Quarter Charles Schwab 68,298 shares (about $5.05M)Apple 2,412 shares (about $604.01K)Texas Pacific Land 382 shares (about $422.47K)JPMorgan Ultra-Short Income ETF 6,910 shares (about $348.06K)iShares iBonds Dec 2025 Term Corporate ETF 13,443 shares (about $336.75K) Sector Allocation Over TimeMap of 500 Largest Holdings ofAmerican Money Management, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVGSHVanguard Short-Term Treasury Index ETF$30,546,176$3,312,419 ▲12.2%525,0296.0%ETFAAPLApple$28,957,349$604,014 ▼-2.0%115,6355.6%Computer and TechnologyVCSHVanguard Short-Term Corporate Bond ETF$28,863,385$1,935,350 ▲7.2%369,9965.6%ETFMSFTMicrosoft$24,533,831$3,540,179 ▲16.9%58,2064.8%Computer and TechnologyBIVVanguard Intermediate-Term Bond ETF$17,350,251$1,390,872 ▲8.7%232,1733.4%ETFJCPBJPMorgan Core Plus Bond ETF$17,036,962$2,317,321 ▲15.7%369,8063.3%ETFVEAVanguard FTSE Developed Markets ETF$15,929,773$255,598 ▲1.6%333,1193.1%ETFTPLTexas Pacific Land$12,877,555$422,469 ▼-3.2%11,6442.5%Oils/EnergySTIPiShares 0-5 Year TIPS Bond ETF$12,047,529$827,333 ▲7.4%119,7572.4%ETFCOSTCostco Wholesale$11,056,438$80,630 ▼-0.7%12,0672.2%Retail/WholesaleMAMastercard$10,778,871$2,633 ▲0.0%20,4702.1%Business ServicesVVisa$10,703,438$42,666 ▲0.4%33,8672.1%Business ServicesSCHXSchwab US Large-Cap ETF$10,281,018$6,899,893 ▲204.1%443,5302.0%ETFQUSSPDR MSCI USA StrategicFactors ETF$9,757,963$195,574 ▲2.0%63,0161.9%ETFJPMJPMorgan Chase & Co.$9,749,443$101,157 ▼-1.0%40,6721.9%FinanceVTIVanguard Total Stock Market ETF$9,469,760$6,666 ▲0.1%32,6761.8%ETFJPEMJPMorgan Diversified Return Emerging Markets Equity ETF$9,456,350$465,959 ▲5.2%182,2641.8%ETFHDHome Depot$9,283,127$858,879 ▲10.2%23,8651.8%Retail/WholesaleINTUIntuit$8,500,536$100,561 ▼-1.2%13,5251.7%Computer and TechnologyBlackRock Inc$7,740,843$247,059 ▲3.3%7,5511.5%COMBRBroadridge Financial Solutions$7,712,842$27,357 ▲0.4%34,1141.5%Business ServicesABBVAbbVie$7,289,829$50,467 ▲0.7%41,0231.4%MedicalIJRiShares Core S&P Small-Cap ETF$7,092,185$189,308 ▲2.7%61,5531.4%ETFMETAMeta Platforms$6,948,631$4,070,347 ▲141.4%11,8681.4%Computer and TechnologySCHMSchwab U.S. Mid-Cap ETF$6,814,226$4,573,151 ▲204.1%245,9121.3%ETFLMTLockheed Martin$6,701,2410.0%13,7901.3%AerospaceMARMarriott International$6,411,590$31,241 ▼-0.5%22,9861.3%Consumer DiscretionaryPMPhilip Morris International$6,398,717$23,348 ▲0.4%53,1681.2%Consumer StaplesMCDMcDonald's$6,175,798$18,553 ▲0.3%21,3041.2%Retail/WholesaleNOCNorthrop Grumman$6,074,058$30,504 ▲0.5%12,9431.2%AerospacePAYXPaychex$5,998,093$561 ▼0.0%42,7761.2%Business ServicesUNPUnion Pacific$5,921,384$75,254 ▲1.3%25,9661.2%TransportationGOOGLAlphabet$5,902,696$5,111 ▲0.1%31,1821.2%Computer and TechnologySDYSPDR S&P Dividend ETF$5,611,753$133,553 ▲2.4%42,4811.1%ETFASMLASML$5,410,182$104,655 ▲2.0%7,8061.1%Computer and TechnologyJNJJohnson & Johnson$5,409,413$455,268 ▲9.2%37,4041.1%MedicalDomino s Pizza Inc$5,152,883$50,370 ▲1.0%12,2761.0%COMSBUXStarbucks$4,806,499$1,642 ▼0.0%52,6740.9%Retail/WholesaleXLKTechnology Select Sector SPDR Fund$4,441,568$179,039 ▲4.2%19,1020.9%ETFAMZNAmazon.com$4,349,114$27,204 ▼-0.6%19,8240.8%Retail/WholesaleBRK.BBerkshire Hathaway$4,273,524$79,777 ▼-1.8%9,4280.8%FinanceQCOMQUALCOMM$4,155,246$6,452 ▼-0.2%27,0490.8%Computer and TechnologyPEPPepsiCo$4,086,305$112,220 ▲2.8%26,8730.8%Consumer StaplesSPYVSPDR Portfolio S&P 500 Value ETF$3,874,582$81,620 ▼-2.1%75,7640.8%ETFLLYEli Lilly and Company$3,694,178$1,544 ▼0.0%4,7850.7%MedicalNVDANVIDIA$3,517,055$34,647 ▼-1.0%26,1900.7%Computer and TechnologyQUALiShares MSCI USA Quality Factor ETF$3,223,604$457,131 ▲16.5%18,1020.6%ETFGEGeneral Electric$2,870,217$94,401 ▲3.4%17,2090.6%TransportationTMOThermo Fisher Scientific$2,801,897$12,485 ▲0.4%5,3860.5%MedicalVOVanguard Mid-Cap ETF$2,798,356$36,713 ▼-1.3%10,5950.5%ETFWFCWells Fargo & Company$2,578,229$146,099 ▲6.0%36,7060.5%FinanceIDViShares International Select Dividend ETF$2,553,048$58,429 ▲2.3%93,2450.5%ETFSPGIS&P Global$2,462,823$24,902 ▲1.0%4,9450.5%Business ServicesCheniere Energy Inc New$2,360,777$11,818 ▲0.5%10,9870.5%COMQQQInvesco QQQ$2,211,589$19,427 ▼-0.9%4,3260.4%FinanceICEIntercontinental Exchange$2,116,139$22,054 ▲1.1%14,2010.4%FinanceNXPINXP Semiconductors$2,024,251$13,095 ▼-0.6%9,7390.4%Computer and TechnologySLQDiShares 0-5 Year Investment Grade Corporate Bond ETF$1,884,838$90,924 ▼-4.6%37,8940.4%ManufacturingGOOGAlphabet$1,757,197$6,665 ▼-0.4%9,2270.3%Computer and TechnologyAMATApplied Materials$1,676,553$18,540 ▼-1.1%10,3090.3%Computer and TechnologyTXNTexas Instruments$1,496,330$58,128 ▲4.0%7,9800.3%Computer and TechnologyUNHUnitedHealth Group$1,217,952$164,889 ▲15.7%2,4080.2%MedicalPANWPalo Alto Networks$1,146,348$531,869 ▲86.6%6,3000.2%Computer and TechnologyVONGVanguard Russell 1000 Growth ETF$1,121,575$167,456 ▼-13.0%10,8570.2%ETFVVVanguard Large-Cap ETF$1,067,156$2,427 ▲0.2%3,9570.2%ETFULTAUlta Beauty$953,367$96,120 ▲11.2%2,1920.2%Retail/WholesaleVBVanguard Small-Cap ETF$950,104$74,249 ▼-7.2%3,9540.2%ETFDFSDiscover Financial Services$885,2050.0%5,1100.2%FinanceNSCNorfolk Southern$881,351$11,032 ▼-1.2%3,7550.2%TransportationMDYSPDR S&P MidCap 400 ETF Trust$873,7360.0%1,5340.2%ETFSCHWCharles Schwab$810,452$5,054,538 ▼-86.2%10,9510.2%FinanceVBRVanguard Small-Cap Value ETF$778,480$14,468 ▼-1.8%3,9280.2%ETFCHKPCheck Point Software Technologies$773,498$1,120 ▲0.1%4,1430.2%Computer and TechnologySPLGSPDR Portfolio S&P 500 ETF$762,339$35,711 ▼-4.5%11,0580.1%ETFVTVVanguard Value ETF$750,032$25,565 ▼-3.3%4,4300.1%ETFCSCOCisco Systems$716,644$83,416 ▲13.2%12,1050.1%Computer and TechnologyTGTTarget$697,717$1,487 ▲0.2%5,1610.1%Retail/WholesaleJEPIJPMorgan Equity Premium Income ETF$694,847$54,596 ▲8.5%12,0780.1%ETFVOOVanguard S&P 500 ETF$690,748$5,388 ▼-0.8%1,2820.1%ETF1/100 Berkshire Htwy Cla$680,9200.0%1000.1%COMSPYSPDR S&P 500 ETF Trust$665,787$45,128 ▼-6.3%1,1360.1%FinanceIWFiShares Russell 1000 Growth ETF$648,334$2,410 ▼-0.4%1,6140.1%ETFIJHiShares Core S&P Mid-Cap ETF$641,188$38,945 ▼-5.7%10,2900.1%ETFVTVanguard Total World Stock ETF$637,027$26,083 ▼-3.9%5,4220.1%ETFVIGVanguard Dividend Appreciation ETF$617,865$140,807 ▼-18.6%3,1550.1%ETFBACBank of America$556,595$275,485 ▲98.0%12,6640.1%FinanceTSMTaiwan Semiconductor Manufacturing$550,2070.0%2,7860.1%Computer and TechnologyVOEVanguard Mid-Cap Value ETF$542,859$5,662 ▼-1.0%3,3560.1%ETFVHTVanguard Health Care ETF$541,6640.0%2,1350.1%ETFLENLennar$532,388$155,053 ▼-22.6%3,9040.1%ConstructionJPSTJPMorgan Ultra-Short Income ETF$508,743$348,061 ▼-40.6%10,1000.1%ETFADPAutomatic Data Processing$508,179$508,179 ▲New Holding1,7360.1%Business ServicesIBDQiShares iBonds Dec 2025 Term Corporate ETF$485,444$336,747 ▼-41.0%19,3790.1%ETFCATCaterpillar$484,440$21,410 ▼-4.2%1,3350.1%Industrial ProductsAVGOBroadcom$475,3860.0%2,0500.1%Computer and TechnologyXOMExxon Mobil$469,973$160,602 ▲51.9%4,3690.1%Oils/EnergyORCLOracle$449,174$449,174 ▲New Holding2,6950.1%Computer and TechnologyHONHoneywell International$437,5490.0%1,9370.1%Multi-Sector ConglomeratesYUMYum! Brands$436,4210.0%3,2530.1%Retail/WholesaleIMCGiShares Morningstar Mid-Cap Growth ETF$428,1040.0%5,6680.1%ETFShowing 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. 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