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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 | +3.81% | -0.40% | 28,094.7 | ||
AAPL | Apple Inc | 96,586 | 21,454.6 | -2.83% | 3.960 | -0.13% | 0.000 | -9.28% | -18.82% | 3,029,134.9 | Hardware | |
QQQ | INVESCO QQQ Trust | 40,665 | 19,068.7 | -0.10% | 3.520 | 0% | 0.010 | +13.80% | +7.37% | 350,058.7 | ||
IWS | iShares Russell Mid-Cap Value ETF | 151,190 | 19,045.4 | -0.32% | 3.520 | -0.01% | 0.150 | +3.76% | +2.21% | 13,326.9 | ||
IVV | iShares Core S&P 500 ETF | 30,783 | 17,296.9 | -0.79% | 3.200 | -0.03% | 0.000 | +8.48% | +5.30% | 591,753.2 | ||
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 | +1.90% | +3.58% | 34,974.5 | ||
IJH | iShares Core S&P Mid-Cap ETF | 268,929 | 15,692.0 | +6.75% | 2.900 | +0.18% | 0.020 | +4.65% | -0.17% | 94,812.2 | ||
VBK | Vanguard Small Cap Growth ETF | 61,394 | 15,457.1 | -1.17% | 2.860 | -0.04% | 0.090 | +6.55% | -1.51% | 17,319.7 | ||
VOE | Vanguard Mid-Cap Value ETF | 96,239 | 15,450.3 | +0.41% | 2.860 | +0.01% | 0.090 | +2.02% | +2.23% | 17,138.8 | ||
SCHP | Schwab U.S. Tips ETF | 572,088 | 15,383.4 | -0.01% | 2.840 | 0% | 0.120 | +1.08% | +4.27% | 12,882.9 |
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 | $454.72 | 0.54% | Add 19.04% | 23,041 | 3,685 | |
BRK.A | Berkshire Hathaway Inc | 2025-03-31 | Reduce Reduce | -0.24% | 663000 ($729331) 801950 | $729,807.77 | 0.07% | 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 | $61.84 | -0.42% | 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 | $277.78 | 3.48% | Add 7.04% | 48,813 | 3,211 | |
AAPL | Apple Inc | 2025-03-31 | Reduce Reduce | -0.13% | 209.68 ($231.67) 247.1 | $201.00 | -13.24% | 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 | $195.75 | -0.91% | Add 2.19% | 150,689 | 3,225 | |
WRB | WR Berkley Corp | 2025-03-31 | Reduce Reduce | -0.07% | 56.7 ($61.28) 71.27 | $72.34 | 18.05% | 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 | $292.97 | 19.77% | 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 | $88.34 | -1.03% | Sold Out | 0 | -3,232 | |
DIS | The Walt Disney Co | 2025-03-31 | Add Add | +0.04% | 96.87 ($107.47) 114 | $121.85 | 13.38% | Add 4.49% | 56,861 | 2,443 |
Asset Management Group, Inc. Total Holding History ($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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