Portfolio (Quarterly)
Guide ↗
American Money Management, LLC
· CIK 0001600085| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 121 | — | SAP SE | — | 1,212.0 | $324K | 0.05% | NEW | — | $267.43 | — |
| 122 | CRUS | Cirrus Logic Inc | Technology | 2,500.0 | $313K | 0.05% | NEW | — | $125.29 | -5.2% |
| 123 | PLTR | Palantir Technologies Inc Ordinary Shares - Class | Technology | 1,640.0 | $299K | 0.05% | NEW | — | $182.42 | -2.6% |
| 124 | ENB | Enbridge Inc Com | Energy | 5,774.0 | $291K | 0.05% | NEW | — | $50.46 | -3.4% |
| 125 | REGL | ProShares S&P MidCap 400 Dividend Arst | — | 3,351.0 | $286K | 0.05% | NEW | — | $85.34 | +4.7% |
| 126 | IBDS | iShares iBonds Dec 2027 Term Corp ETF | — | 11,628.0 | $283K | 0.05% | NEW | — | $24.34 | -0.9% |
| 127 | LOW | Lowes Companies Inc | Consumer Cyclical | 1,124.0 | $282K | 0.05% | NEW | — | $251.31 | -23.4% |
| 128 | IWR | iShares Russell Midcap Idx | — | 2,800.0 | $270K | 0.04% | NEW | — | $96.55 | +12.1% |
| 129 | ET | Energy Transfer Partners | Energy | 15,691.0 | $269K | 0.04% | NEW | — | $17.16 | +23.2% |
| 130 | VNQ | Vanguard REIT Fd | — | 2,822.0 | $258K | 0.04% | NEW | — | $91.42 | +1.6% |
| 131 | CLS | Celestica Inc | Technology | 1,040.0 | $256K | 0.04% | NEW | — | $246.38 | +35.0% |
| 132 | BX | Blackstone Group LP | Financial Services | 1,494.0 | $255K | 0.04% | NEW | — | $170.85 | -26.9% |
| 133 | TM | Toyota Motor | Consumer Cyclical | 1,327.0 | $254K | 0.04% | NEW | — | $191.08 | +0.2% |
| 134 | VUG | Vanguard Growth ETF | — | 527.0 | $253K | 0.04% | NEW | — | $479.91 | -81.5% |
| 135 | — | JPMorgan Ultra-Short Income ETF | — | 4,775.0 | $242K | 0.04% | NEW | — | $50.73 | — |
| 136 | DUK | Duke Energy Corporation | Utilities | 1,949.0 | $241K | 0.04% | NEW | — | $123.75 | -5.0% |
| 137 | VZ | Verizon Communications | Communication Services | 5,414.0 | $238K | 0.04% | NEW | — | $43.95 | +9.4% |
| 138 | AMD | Advanced Micro Devices | Technology | 1,466.0 | $237K | 0.04% | NEW | — | $161.79 | +246.0% |
| 139 | IBDT | iShares iBonds Dec 2028 Term Corp ETF | — | 9,062.0 | $231K | 0.04% | NEW | — | $25.52 | -2.0% |
| 140 | SHYD | VanEck Short High Yield Muni ETF | — | 10,000.0 | $229K | 0.04% | NEW | — | $22.90 | -2.6% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
33.9%
Financial Services
20.8%
Consumer Cyclical
11.5%
Industrials
10.4%
Consumer Defensive
7.3%
Healthcare
6.5%
Communication Services
5.5%
Energy
4.2%
Utilities
0.1%