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Account Management LLC13F | |
| Account Management LLC | |
| Last update 2025-04-30 | 24 Stocks (1 new) |
| Value $91.00 Mil | Turnover 2 % |
Account Management LLC Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BRK.B | Berkshire Hathaway Inc | 47,020 | 25,041.9 | 0% | 27.570 | 0% | 0.000 | -2.52% | +5.46% | 1,030,928.8 | Insurance | |
BX | Blackstone Inc | 76,031 | 10,627.6 | 0% | 11.700 | 0% | 0.010 | +23.60% | -9.88% | 117,000.2 | Asset Management | |
EPD | Enterprise Products Partners LP | 257,210 | 8,781.1 | +0.58% | 9.670 | +0.06% | 0.010 | +6.93% | +3.23% | 67,908.3 | Oil & Gas | |
ORLY | O'Reilly Automotive Inc | 61,725 | 5,895.1 | 0% | 6.490 | 0% | 0.010 | +4.21% | +17.22% | 79,218.2 | Vehicles & Parts | |
ASML | ASML Holding NV | 8,750 | 5,798.0 | 0% | 6.380 | 0% | 0.000 | +27.88% | +13.87% | 308,697.4 | Semiconductors | |
NEE | NextEra Energy Inc | 68,005 | 4,820.9 | -0.09% | 5.310 | -0.01% | 0.000 | +15.82% | +5.98% | 153,882.7 | Utilities - Regulated | |
TMUS | T-Mobile US Inc | 17,932 | 4,782.6 | -0.14% | 5.270 | -0.01% | 0.000 | -3.31% | +8.41% | 269,815.8 | Telecommunication Services | |
AMT | American Tower Corp | 19,050 | 4,145.3 | 0% | 4.560 | 0% | 0.000 | +4.77% | +21.90% | 102,999.8 | REITs | |
JPM | JPMorgan Chase & Co | 14,063 | 3,449.7 | 0% | 3.800 | 0% | 0.000 | +36.81% | +23.78% | 811,412.2 | Banks | |
FTNT | Fortinet Inc | 34,568 | 3,327.5 | 0% | 3.660 | 0% | 0.000 | +21.19% | +12.88% | 81,631.7 | Software |
Account Management LLC's Historical Top Holdings Breakdowns
Account Management LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
SNPS | Synopsys Inc | 2025-03-31 | New Buy New Buy | +2.26% | 428.58 ($485.8) 551.54 | $536.52 | 10.44% | New holding | 4,795 | 4,795 | |
CRM | Salesforce Inc | 2025-03-31 | Sold Out Sold Out | -0.34% | 268.36 ($311.03) 359.95 | $269.80 | -13.26% | Sold Out | 0 | -865 | |
ADBE | Adobe Inc | 2025-03-31 | Reduce Reduce | -0.28% | 377.84 ($428.84) 464.11 | $376.93 | -12.10% | Reduce -19.14% | 2,264 | -536 | |
AMZN | Amazon.com Inc | 2025-03-31 | Reduce Reduce | -0.13% | 190.26 ($217) 242.06 | $223.47 | 2.98% | Reduce -27.35% | 1,315 | -495 | |
EPD | Enterprise Products Partners LP | 2025-03-31 | Add Add | +0.06% | 31.75 ($33.3) 34.14 | $31.31 | -5.98% | Add 0.58% | 257,210 | 1,480 | |
ROP | Roper Technologies Inc | 2025-03-31 | Reduce Reduce | -0.03% | 502.71 ($561.16) 593.81 | $566.00 | 0.86% | Reduce -5.34% | 887 | -50 | |
NEE | NextEra Energy Inc | 2025-03-31 | Reduce Reduce | -0.01% | 66.96 ($70.58) 76.16 | $74.75 | 5.91% | Reduce -0.09% | 68,005 | -60 | |
TMUS | T-Mobile US Inc | 2025-03-31 | Reduce Reduce | -0.01% | 211.3 ($246.5) 272.83 | $237.63 | -3.60% | Reduce -0.14% | 17,932 | -25 | |
ASML | ASML Holding NV | 2024-12-31 | Add Add | +2.42% | 658.43 ($716.45) 872.27 | $785.09 | 9.58% | Add 51.59% | 8,750 | 2,978 | |
JPM | JPMorgan Chase & Co | 2024-12-31 | Reduce Reduce | -1.40% | 205.23 ($233.33) 250.29 | $291.97 | 25.13% | Reduce -28.49% | 14,063 | -5,602 |
Account Management LLC Total Holding History ($B)
Account Management LLC's Asset Allocation
Account Management LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Account Management LLC's Hypothetical Growth since 2025-03-31
Account Management LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Account Management LLC's Holdings Heat Map
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Account Management LLC's Holdings Bubble Chart
Account Management LLC News
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