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
-0.87%
-3.15%
27,559.6
 
AAPL 		Apple Inc
96,586
21,454.6
-2.83%
3.960
-0.13%
0.000
-14.49%
-18.63%
3,036,005.3
Hardware
QQQ 		INVESCO QQQ Trust
40,665
19,068.7
-0.10%
3.520
0%
0.010
+6.24%
+3.30%
335,521.0
 
IWS 		iShares Russell Mid-Cap Value ETF
151,190
19,045.4
-0.32%
3.520
-0.01%
0.150
+0.25%
+0.39%
13,138.6
 
IVV 		iShares Core S&P 500 ETF
30,783
17,296.9
-0.79%
3.200
-0.03%
0.000
+2.39%
+2.06%
588,303.5
 
VCSH 		Vanguard Short-Term Corporate Bond ETF
209,798
16,561.5
-0.52%
3.060
-0.02%
0.050
+1.14%
+2.74%
34,672.8
 
IJH 		iShares Core S&P Mid-Cap ETF
268,929
15,692.0
+6.75%
2.900
+0.18%
0.020
+0.62%
-2.30%
92,801.2
 
VBK 		Vanguard Small Cap Growth ETF
61,394
15,457.1
-1.17%
2.860
-0.04%
0.090
+1.10%
-4.06%
17,245.6
 
VOE 		Vanguard Mid-Cap Value ETF
96,239
15,450.3
+0.41%
2.860
+0.01%
0.090
-0.59%
+1.14%
17,034.0
 
SCHP 		Schwab U.S. Tips ETF
572,088
15,383.4
-0.01%
2.840
0%
0.120
-0.55%
+3.13%
12,695.0
 

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 Inc2025-03-31Add
+0.31%
●
402.33 ($452.3) 489.71
$464.53
2.70%
Add 19.04%
23,041
3,685
BRK.A 		Berkshire Hathaway Inc2025-03-31Reduce
-0.24%
●
663000 ($729331) 801950
$746,200.00
2.31%
Reduce -99%
2
-198
IJH 		iShares Core S&P Mid-Cap ETF2025-03-31Add
+0.18%
●
57.21 ($62.1) 65.8
$60.71
-2.24%
Add 6.75%
268,929
17,011
VO 		Vanguard Mid-Cap ETF2025-03-31Add
+0.15%
●
251.87 ($268.43) 277.95
$273.45
1.87%
Add 7.04%
48,813
3,211
AAPL 		Apple Inc2025-03-31Reduce
-0.13%
●
209.68 ($231.67) 247.1
$203.27
-12.26%
Reduce -2.83%
96,586
-2,811
VBR 		Vanguard Small Cap Value ETF2025-03-31Add
+0.11%
●
182.99 ($197.54) 207.75
$190.68
-3.47%
Add 2.19%
150,689
3,225
WRB 		WR Berkley Corp2025-03-31Reduce
-0.07%
●
56.7 ($61.28) 71.27
$74.76
22.00%
Reduce -10.98%
57,479
-7,089
IBM 		International Business Machines Corp2025-03-31Add
+0.07%
●
217.4 ($244.61) 264.74
$265.20
8.42%
Add 114.05%
3,001
1,599
SLYG 		SPDR S&P 600 Small Cap Growth ETF2025-03-31Sold Out
-0.05%
●
80.76 ($89.26) 94.96
$86.76
-2.80%
Sold Out
0
-3,232
DIS 		The Walt Disney Co2025-03-31Add
+0.04%
●
96.87 ($107.47) 114
$113.60
5.70%
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

Discussions on Asset Management Group, Inc.

No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Site Map Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2025 GuruFocus.com, LLC. All Rights Reserved.