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Asset Management Resources, LLC13F | |
Asset Management Resources, LLC | |
Last update 1970-01-01 | 0 Stocks (0 new) |
Value $- | Turnover 0 % |
Asset Management Resources, LL... Top Holdings of 2024-09-30
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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 |
---|---|---|---|---|---|---|---|---|---|---|---|---|
TSCO | Tractor Supply Co | 0 | 0 | Sold Out | 0.000 | -0.14% | 0.000 | +21.66% | +12.80% | 31,462.2 | Retail - Cyclical | |
TOL | Toll Brothers Inc | 0 | 0 | Sold Out | 0.000 | -0.22% | 0.000 | +21.58% | -2.00% | 12,039.0 | Homebuilding & Construction | |
VZ | Verizon Communications Inc | 0 | 0 | Sold Out | 0.000 | -0.27% | 0.000 | +2.26% | +13.19% | 181,636.3 | Telecommunication Services | |
SPTM |
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPDR Portfolio S&P 1500 Composite Stock Market ETF
| 0 | 0 | Sold Out | 0.000 | -18.86% | 0.000 | +16.09% | +8.33% | 10,801.7 | ||
PFE | Pfizer Inc | 0 | 0 | Sold Out | 0.000 | -0.14% | 0.000 | +13.40% | -1.02% | 144,124.0 | Drug Manufacturers | |
LNG | Cheniere Energy Inc | 0 | 0 | Sold Out | 0.000 | -0.22% | 0.000 | -2.58% | +5.55% | 50,079.2 | Oil & Gas | |
GOOGL | Alphabet Inc | 0 | 0 | Sold Out | 0.000 | -0.21% | 0.000 | +20.80% | +1.76% | 2,333,192.1 | Interactive Media | |
QYLD |
Recon Capital NASDAQ-100 Covered Call ETF
Recon Capital NASDAQ-100 Covered Call ETF
| 0 | 0 | Sold Out | 0.000 | -0.24% | 0.000 | +6.42% | -1.71% | 8,326.2 | ||
JPM | JPMorgan Chase & Co | 0 | 0 | Sold Out | 0.000 | -0.14% | 0.000 | +21.80% | +25.72% | 815,415.9 | Banks | |
AMZN | Amazon.com Inc | 0 | 0 | Sold Out | 0.000 | -0.30% | 0.000 | +24.49% | +5.85% | 2,465,435.5 | Retail - Cyclical |
Asset Management Resources, LLC's Historical Top Holdings Breakdowns
Asset Management Resources, 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 |
---|---|---|---|---|---|---|---|---|---|---|---|
JPST | JPMorgan Ultra-Short Income ETF | 2024-09-30 | Sold Out Sold Out | -25.11% | 50.25 ($50.53) 50.74 | $50.61 | 0.16% | Sold Out | 0 | -846,267 | |
SPTM |
SPDR Portfolio S&P 1500 Composite Stock Market ETF
SPDR Portfolio S&P 1500 Composite Stock Market ETF
| 2024-09-30 | Sold Out Sold Out | -18.86% | 63.28 ($67.53) 70.06 | $76.88 | 13.85% | Sold Out | 0 | -546,131 | |
VWOB |
Vanguard Emerging Markets Government Bond ETF
Vanguard Emerging Markets Government Bond ETF
| 2024-09-30 | Sold Out Sold Out | -7.44% | 62.4 ($64.67) 66.49 | $65.22 | 0.85% | Sold Out | 0 | -197,653 | |
USMV | iShares MSCI USA Min Vol Factor ETF | 2024-09-30 | Sold Out Sold Out | -6.67% | 83.76 ($88.16) 91.82 | $94.00 | 6.62% | Sold Out | 0 | -144,780 | |
SPAB | SPDR Portfolio Aggregate Bond ETF | 2024-09-30 | Sold Out Sold Out | -5.67% | 24.86 ($25.76) 26.33 | $25.35 | -1.59% | Sold Out | 0 | -374,153 | |
QQQ | INVESCO QQQ Trust | 2024-09-30 | Sold Out Sold Out | -5.03% | 434.77 ($473.23) 502.96 | $565.01 | 19.39% | Sold Out | 0 | -20,803 | |
VTI | Vanguard Total Stock Market ETF | 2024-09-30 | Sold Out Sold Out | -4.24% | 255.18 ($272.76) 283.2 | $312.30 | 14.50% | Sold Out | 0 | -30,239 | |
SPTI |
SPDR Portfolio Intermediate Term Treasury ETF
SPDR Portfolio Intermediate Term Treasury ETF
| 2024-09-30 | Sold Out Sold Out | -3.52% | 27.8 ($28.71) 29.26 | $28.50 | -0.73% | Sold Out | 0 | -208,580 | |
MGK | Vanguard Mega Cap Growth ETF | 2024-09-30 | Sold Out Sold Out | -3.06% | 285.48 ($311.85) 330.24 | $377.99 | 21.21% | Sold Out | 0 | -19,959 | |
VB | Vanguard Small Cap ETF | 2024-09-30 | Sold Out Sold Out | -2.73% | 214.77 ($227.22) 237.72 | $245.19 | 7.91% | Sold Out | 0 | -21,665 |
Asset Management Resources, LLC Total Holding History ($B)
Asset Management Resources, LLC's Asset Allocation
Asset Management Resources, LLC Past Portfolios
Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
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Asset Management Resources, LLC's Hypothetical Growth since 2024-09-30
Asset Management Resources, LLC's Yearly Returns
Year | Portfolio % | % | Excess Gain % |
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Asset Management Resources, LLC News
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