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:
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
+5.84%
+4.24%
620,918.8
 
IVV
iShares Core S&P 500 ETF
69,200
38,883.5
0%
10.690
0%
0.010
+5.87%
+4.26%
585,931.9
 
TMUS
T-Mobile US Inc
55,315
14,753.1
0%
4.060
0%
0.000
-10.43%
+5.34%
262,174.3
Telecommunication Services
V
Visa Inc
38,200
13,387.6
0%
3.680
0%
0.000
+0.35%
+9.61%
674,465.5
Credit Services
MSFT
Microsoft Corp
34,050
12,782.0
+0.01%
3.510
0%
0.000
+24.80%
+17.24%
3,658,818.4
Software
WMT
Walmart Inc
135,439
11,890.2
+20.67%
3.270
+0.56%
0.000
+15.02%
+8.20%
776,175.5
Retail - Defensive
AAPL
Apple Inc
50,007
11,108.0
-1.95%
3.050
-0.07%
0.000
-9.80%
-19.32%
3,010,465.1
Hardware
XOM
Exxon Mobil Corp
92,614
11,014.6
0%
3.030
0%
0.000
-6.19%
+2.58%
467,035.6
Oil & Gas
GOOGL
Alphabet Inc
68,641
10,614.7
0%
2.920
0%
0.000
+0.19%
-9.62%
2,076,578.7
Interactive Media
AMZN
Amazon.com Inc
54,610
10,390.1
+0.02%
2.860
0%
0.000
+3.07%
-3.35%
2,250,985.2
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
$91.10
-11.87%
Sold Out
0
-70,000
ADBE
Adobe Inc
2025-03-31
Sold Out
Sold Out
-1.58%
377.84 ($428.84) 464.11
$387.55
-9.63%
Sold Out
0
-13,555
WMT
Walmart Inc
2025-03-31
Add
Add
+0.56%
84.5 ($93.81) 105.05
$97.26
3.68%
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
$56.75
8.14%
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
$607.12
3.29%
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
$178.88
0.60%
New holding
2,606
2,606
QQQ
INVESCO QQQ Trust
2025-03-31
Reduce
Reduce
-0.11%
468.34 ($508.07) 539.52
$541.16
6.51%
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
$218.57
1.16%
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
$40.34
-5.24%
Sold Out
0
-8,500
XLP
Consumer Staples Select Sector SPDR
2025-03-31
Reduce
Reduce
-0.08%
76.23 ($79.81) 83.6
$80.24
0.54%
Reduce -73.83%
1,347
-3,800

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

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Advanced Asset Management Advisors Inc's Asset Allocation

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Advanced Asset Management Advisors Inc Past Portfolios

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

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

Advanced Asset Management Advisors Inc's Yearly Returns

Year Portfolio % % Excess Gain %

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