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Asset Management Group, Inc.13F | |
| Asset Management Group, Inc. | |
| Last update 2025-05-14 | 132 Stocks (1 new) |
| Value $541.00 Mil | Turnover 1 % |
Asset Management Group, Inc. 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VBR | Vanguard Small Cap Value ETF | 150,689 | 28,071.8 | +2.19% | 5.190 | +0.11% | 0.100 | +16.37% | +2.31% | 28,479.3 | ||
AAPL | Apple Inc | 96,586 | 21,454.6 | -2.83% | 3.960 | -0.13% | 0.000 | +7.35% | -15.47% | 3,154,147.7 | Hardware | |
QQQ | INVESCO QQQ Trust | 40,665 | 19,068.7 | -0.10% | 3.520 | 0% | 0.010 | +26.52% | +10.07% | 357,775.2 | ||
IWS | iShares Russell Mid-Cap Value ETF | 151,190 | 19,045.4 | -0.32% | 3.520 | -0.01% | 0.150 | +14.83% | +5.35% | 13,579.9 | ||
IVV | iShares Core S&P 500 ETF | 30,783 | 17,296.9 | -0.79% | 3.200 | -0.03% | 0.000 | +19.67% | +7.80% | 634,518.9 | ||
VCSH |
Vanguard Short-Term Corporate Bond ETF
Vanguard Short-Term Corporate Bond ETF
| 209,798 | 16,561.5 | -0.52% | 3.060 | -0.02% | 0.050 | +1.88% | +3.77% | 35,004.9 | ||
IJH | iShares Core S&P Mid-Cap ETF | 268,929 | 15,692.0 | +6.75% | 2.900 | +0.18% | 0.020 | +16.06% | +2.45% | 97,230.9 | ||
VBK | Vanguard Small Cap Growth ETF | 61,394 | 15,457.1 | -1.17% | 2.860 | -0.04% | 0.090 | +19.83% | +1.36% | 18,252.8 | ||
VOE | Vanguard Mid-Cap Value ETF | 96,239 | 15,450.3 | +0.41% | 2.860 | +0.01% | 0.090 | +11.04% | +4.56% | 17,498.4 | ||
SCHP | Schwab U.S. Tips ETF | 572,088 | 15,383.4 | -0.01% | 2.840 | 0% | 0.120 | +1.83% | +4.64% | 13,056.1 |
Asset Management Group, Inc.'s Historical Top Holdings Breakdowns
Asset Management Group, Inc.'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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
DPZ | Domino's Pizza Inc | 2025-03-31 | Add Add | +0.31% | 402.33 ($452.3) 489.71 | $465.95 | 3.02% | Add 19.04% | 23,041 | 3,685 | |
BRK.A | Berkshire Hathaway Inc | 2025-03-31 | Reduce Reduce | -0.24% | 663000 ($729331) 801950 | $710,978.50 | -2.52% | Reduce -99% | 2 | -198 | |
IJH | iShares Core S&P Mid-Cap ETF | 2025-03-31 | Add Add | +0.18% | 57.21 ($62.1) 65.8 | $63.46 | 2.19% | Add 6.75% | 268,929 | 17,011 | |
VO | Vanguard Mid-Cap ETF | 2025-03-31 | Add Add | +0.15% | 251.87 ($268.43) 277.95 | $284.74 | 6.08% | Add 7.04% | 48,813 | 3,211 | |
AAPL | Apple Inc | 2025-03-31 | Reduce Reduce | -0.13% | 209.68 ($231.67) 247.1 | $211.18 | -8.84% | Reduce -2.83% | 96,586 | -2,811 | |
VBR | Vanguard Small Cap Value ETF | 2025-03-31 | Add Add | +0.11% | 182.99 ($197.54) 207.75 | $200.50 | 1.50% | Add 2.19% | 150,689 | 3,225 | |
WRB | WR Berkley Corp | 2025-03-31 | Reduce Reduce | -0.07% | 56.7 ($61.28) 71.27 | $68.75 | 12.19% | Reduce -10.98% | 57,479 | -7,089 | |
IBM |
International Business Machines Corp
International Business Machines Corp
| 2025-03-31 | Add Add | +0.07% | 217.4 ($244.61) 264.74 | $285.87 | 16.87% | Add 114.05% | 3,001 | 1,599 | |
SLYG | SPDR S&P 600 Small Cap Growth ETF | 2025-03-31 | Sold Out Sold Out | -0.05% | 80.76 ($89.26) 94.96 | $90.21 | 1.06% | Sold Out | 0 | -3,232 | |
DIS | The Walt Disney Co | 2025-03-31 | Add Add | +0.04% | 96.87 ($107.47) 114 | $121.42 | 12.98% | Add 4.49% | 56,861 | 2,443 |
Asset Management Group, Inc. Total Holding History ($B)
Asset Management Group, Inc.'s Asset Allocation
Asset Management Group, Inc. Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Asset Management Group, Inc.'s Hypothetical Growth since 2025-03-31
Asset Management Group, Inc.'s Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Asset Management Group, Inc.'s Holdings Heat Map
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Asset Management Group, Inc.'s Holdings Bubble Chart
Asset Management Group, Inc. News
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