AA

Advanced Asset Management Advisors Inc

13F
Advanced Asset Management Advisors Inc
Last update 2025-04-17 85 Stocks (7 new)
Value $364.00 Mil Turnover 1 %
Countries:
Top Holdings: VOO(12.42%)IVV(10.69%)TMUS(4.06%)V(3.68%)MSFT(3.51%)
Summary Stock Picks Current Portfolio
Advanced Asset Management Advi... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
VOO
Vanguard S&P 500 ETF
87,905
45,175.5
-0.02%
12.420
0%
0.010
+10.08%
+5.37%
608,831.0
 
IVV
iShares Core S&P 500 ETF
69,200
38,883.5
0%
10.690
0%
0.010
+10.09%
+5.43%
616,324.8
 
TMUS
T-Mobile US Inc
55,315
14,753.1
0%
4.060
0%
0.000
-9.73%
+10.19%
274,221.3
Telecommunication Services
V
Visa Inc
38,200
13,387.6
0%
3.680
0%
0.000
+2.80%
+12.85%
694,410.7
Credit Services
MSFT
Microsoft Corp
34,050
12,782.0
+0.01%
3.510
0%
0.000
+28.98%
+17.19%
3,657,183.2
Software
WMT
Walmart Inc
135,439
11,890.2
+20.67%
3.270
+0.56%
0.000
+10.86%
+9.29%
783,996.3
Retail - Defensive
AAPL
Apple Inc
50,007
11,108.0
-1.95%
3.050
-0.07%
0.000
-6.76%
-16.81%
3,103,963.4
Hardware
XOM
Exxon Mobil Corp
92,614
11,014.6
0%
3.030
0%
0.000
-7.39%
+3.40%
470,784.9
Oil & Gas
GOOGL
Alphabet Inc
68,641
10,614.7
0%
2.920
0%
0.000
+12.09%
-6.89%
2,139,615.8
Interactive Media
AMZN
Amazon.com Inc
54,610
10,390.1
+0.02%
2.860
0%
0.000
+14.72%
+0.49%
2,340,481.1
Retail - Cyclical

Advanced Asset Management Advisors Inc's Historical Top Holdings Breakdowns

Advanced Asset Management Advisors Inc's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
SBUX
Starbucks Corp
2025-03-31
Sold Out
Sold Out
-1.67%
●
92.17 ($103.37) 115.81
$94.92
-8.17%
Sold Out
0
-70,000
ADBE
Adobe Inc
2025-03-31
Sold Out
Sold Out
-1.58%
●
377.84 ($428.84) 464.11
$392.10
-8.57%
Sold Out
0
-13,555
WMT
Walmart Inc
2025-03-31
Add
Add
+0.56%
●
84.5 ($93.81) 105.05
$98.24
4.72%
Add 20.67%
135,439
23,200
BALL
Ball Corp
2025-03-31
Sold Out
Sold Out
-0.53%
●
49.04 ($52.48) 56.53
$57.88
10.29%
Sold Out
0
-37,000
SPY
SPDR S&P 500 ETF Trust
2025-03-31
Reduce
Reduce
-0.17%
●
551.42 ($587.78) 612.93
$617.65
5.08%
Reduce -20.1%
4,423
-1,113
RSP
Invesco S&P 500 Equal Weight ETF
2025-03-31
New Buy
New Buy
+0.12%
●
169.43 ($177.82) 182.84
$183.87
3.40%
New holding
2,606
2,606
QQQ
INVESCO QQQ Trust
2025-03-31
Reduce
Reduce
-0.11%
●
468.34 ($508.07) 539.52
$546.97
7.66%
Reduce -16.05%
4,361
-834
VDC
Vanguard Consumer Staples ETF
2025-03-31
New Buy
New Buy
+0.09%
●
206.54 ($216.07) 226.16
$221.55
2.54%
New holding
1,435
1,435
SH
ProShares Short S&P500 -1x Shares
2025-03-31
Sold Out
Sold Out
-0.09%
●
40.87 ($42.57) 45.53
$39.71
-6.72%
Sold Out
0
-8,500
XLP
Consumer Staples Select Sector SPDR
2025-03-31
Reduce
Reduce
-0.08%
●
76.23 ($79.81) 83.6
$81.98
2.72%
Reduce -73.83%
1,347
-3,800

Advanced Asset Management Advisors Inc Total Holding History ($B)

To

Advanced Asset Management Advisors Inc's Asset Allocation

To

Advanced Asset Management Advisors Inc Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Advanced Asset Management Advisors Inc's Hypothetical Growth since 2025-03-31

Advanced Asset Management Advisors Inc's Yearly Returns

Year Portfolio % % Excess Gain %

Advanced Asset Management Advisors Inc's Holdings Heat Map

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Advanced Asset Management Advisors Inc's Holdings Bubble Chart

Advanced Asset Management Advisors Inc News

  • 1

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