AM

Asset Management Group, Inc.

13F
Asset Management Group, Inc.
Last update 2025-05-14 132 Stocks (1 new)
Value $541.00 Mil Turnover 1 %
Countries:
Top Holdings: VBR(5.19%)AAPL(3.96%)QQQ(3.52%)IWS(3.52%)IVV(3.20%)
Summary Stock Picks Current Portfolio
Asset Management Group, Inc. 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
VBR
Vanguard Small Cap Value ETF
150,689
28,071.8
+2.19%
5.190
+0.11%
0.100
+14.50%
+2.93%
28,132.6
 
AAPL
Apple Inc
96,586
21,454.6
-2.83%
3.960
-0.13%
0.000
+5.24%
-14.52%
3,189,545.6
Hardware
QQQ
INVESCO QQQ Trust
40,665
19,068.7
-0.10%
3.520
0%
0.010
+23.56%
+9.08%
357,232.3
 
IWS
iShares Russell Mid-Cap Value ETF
151,190
19,045.4
-0.32%
3.520
-0.01%
0.150
+11.95%
+5.11%
14,453.5
 
IVV
iShares Core S&P 500 ETF
30,783
17,296.9
-0.79%
3.200
-0.03%
0.000
+16.68%
+7.37%
623,772.3
 
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
+1.28%
+3.60%
34,699.6
 
IJH
iShares Core S&P Mid-Cap ETF
268,929
15,692.0
+6.75%
2.900
+0.18%
0.020
+15.11%
+2.98%
97,529.5
 
VBK
Vanguard Small Cap Growth ETF
61,394
15,457.1
-1.17%
2.860
-0.04%
0.090
+17.59%
+0.84%
17,302.7
 
VOE
Vanguard Mid-Cap Value ETF
96,239
15,450.3
+0.41%
2.860
+0.01%
0.090
+8.70%
+4.72%
17,221.1
 
SCHP
Schwab U.S. Tips ETF
572,088
15,383.4
-0.01%
2.840
0%
0.120
-0.32%
+4.36%
13,432.6
 

Asset Management Group, Inc.'s Historical Top Holdings Breakdowns

Asset Management Group, 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
DPZ
Domino's Pizza Inc
2025-03-31
Add
Add
+0.31%
●
402.33 ($452.3) 489.71
$452.18
-0.03%
Add 19.04%
23,041
3,685
BRK.A
Berkshire Hathaway Inc
2025-03-31
Reduce
Reduce
-0.24%
●
663000 ($729331) 801950
$727,455.00
-0.26%
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
$63.79
2.72%
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
$283.63
5.66%
Add 7.04%
48,813
3,211
AAPL
Apple Inc
2025-03-31
Reduce
Reduce
-0.13%
●
209.68 ($231.67) 247.1
$213.55
-7.82%
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
$201.72
2.12%
Add 2.19%
150,689
3,225
WRB
WR Berkley Corp
2025-03-31
Reduce
Reduce
-0.07%
●
56.7 ($61.28) 71.27
$71.49
16.66%
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
$291.97
19.36%
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
$90.88
1.81%
Sold Out
0
-3,232
DIS
The Walt Disney Co
2025-03-31
Add
Add
+0.04%
●
96.87 ($107.47) 114
$124.00
15.38%
Add 4.49%
56,861
2,443

Asset Management Group, Inc. Total Holding History ($B)

To

Asset Management Group, Inc.'s Asset Allocation

To

Asset Management Group, Inc. Past Portfolios

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

Top Ranked Articles

  • 1

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

Size field:

Asset Management Group, Inc.'s Holdings Bubble Chart

Asset Management Group, Inc. News

  • 1

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