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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 | +12.50% | +6.78% | 29,781.5 | Retail - Cyclical | |
TOL | Toll Brothers Inc | 0 | 0 | Sold Out | 0.000 | -0.22% | 0.000 | +23.83% | -7.25% | 11,394.9 | Homebuilding & Construction | |
VZ | Verizon Communications Inc | 0 | 0 | Sold Out | 0.000 | -0.27% | 0.000 | -5.99% | +7.06% | 171,791.3 | 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 | +19.22% | +7.14% | 10,683.6 | ||
PFE | Pfizer Inc | 0 | 0 | Sold Out | 0.000 | -0.14% | 0.000 | +12.57% | -4.50% | 139,046.4 | Drug Manufacturers | |
LNG | Cheniere Energy Inc | 0 | 0 | Sold Out | 0.000 | -0.22% | 0.000 | +5.74% | +14.17% | 54,166.7 | Oil & Gas | |
GOOGL | Alphabet Inc | 0 | 0 | Sold Out | 0.000 | -0.21% | 0.000 | +22.50% | -2.07% | 2,250,360.3 | 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 | +7.96% | -2.33% | 8,397.7 | ||
JPM | JPMorgan Chase & Co | 0 | 0 | Sold Out | 0.000 | -0.14% | 0.000 | +26.21% | +23.52% | 801,145.0 | Banks | |
AMZN | Amazon.com Inc | 0 | 0 | Sold Out | 0.000 | -0.30% | 0.000 | +30.88% | +2.98% | 2,398,446.3 | 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 | $50.59 | 0.13% | 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 | $76.04 | 12.60% | 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 | $64.83 | 0.24% | 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 | $92.88 | 5.35% | 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 | $25.30 | -1.77% | Sold Out | 0 | -374,153 | |
QQQ | INVESCO QQQ Trust | 2024-09-30 | Sold Out Sold Out | -5.03% | 434.77 ($473.23) 502.96 | $561.09 | 18.57% | 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 | $309.05 | 13.30% | 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 | -0.75% | 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 | $374.46 | 20.08% | 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 | $242.92 | 6.91% | Sold Out | 0 | -21,665 |
Asset Management Resources, LLC Total Holding History ($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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