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CIK: 0001818897
Total reported value
$520.7M
$520.7M
100 檔
43.0%
According to the latest 13F quarterly dataset, Am Investment Strategies LLC managed an equity portfolio of $520.7M at the end of Q4 2024, spanning 100 distinct U.S. exchange-listed positions.
Am Investment Strategies LLC executed strategic sector rebalancing during Q4 2024, establishing 5 new positions while fully exiting 5 holdings and trimming 14 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 20.55% | +0.16% | -5.86% | |
| 2 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 13.77% | -0.04% | -7.79% | |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 12.57% | -1.03% | +845.11% | |
| 4 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 3.91% | +0.42% | +0.26% | |
| 5 | META | Meta Platforms Inc-class A | Stock-Comm Services | 3.71% | -0.40% | +1.79% | |
| 6 | USB | US Bancorp | Stock-Financials | 2.58% | +0.04% | -0.55% | |
| 7 | TSLA | Tesla Inc | Stock-Consumer Disc | 2.54% | +0.02% | +36.08% | |
| 8 | RJF | Raymond James Financial Inc | Stock-Financials | 2.42% | -0.17% | — | |
| 9 | GE | General Electric | Stock-Industrials | 2.40% | +0.55% | -1.24% | |
| 10 | APO | Apollo Global Management Inc | Stock-Financials | 2.28% | -0.12% | +0.33% | |
| 11 | GS | Goldman Sachs Group Inc | Stock-Financials | 2.13% | +0.06% | +0.18% | |
| 12 | SRAD | Sportradar Group AG | Stock-Other | 1.94% | -0.32% | — | |
| 13 | SO | Southern Co/the | Stock-Utilities | 1.79% | -0.28% | +10.18% | |
| 14 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.52% | -0.09% | -0.64% | |
| 15 | MSFT | Microsoft CORP | Stock-Tech | 1.48% | -0.33% | -6.53% | |
| 16 | BMY | Bristol-myers Squibb Co | Stock-Healthcare | 1.17% | -0.02% | +0.09% | |
| 17 | NVDA | Nvidia CORP | Stock-Tech | 1.11% | +0.01% | +3.07% | |
| 18 | TFC | Truist Financial CORP | Stock-Financials | 0.90% | -0.04% | -2.65% | |
| 19 | EPD | Enterprise Products Partners | Stock-Energy | 0.86% | -0.15% | +1.52% | |
| 20 | FBTC | Fidelity Wise Origin Bitcoin | ETF-Crypto | 0.86% | -0.22% | +29.94% | |
| 21 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.83% | -0.03% | — | |
| 22 | GEV | GE Vernova Inc | Stock-Industrials | 0.78% | +0.33% | -0.54% | |
| 23 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.75% | -0.14% | — | |
| 24 | ONB | Old National Bancorp | Stock-Financials | 0.71% | +0.02% | — | |
| 25 | C | Citigroup Inc | Stock-Financials | 0.69% | +0.05% | NEW | |
| 26 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.65% | -0.10% | -3.07% | |
| 27 | UPS | United Parcel Service-cl B | Stock-Industrials | 0.64% | -0.16% | +29.91% | |
| 28 | MS | Morgan Stanley | Stock-Financials | 0.64% | +0.09% | +0.61% | |
| 29 | HD | Home Depot Inc | Stock-Consumer Disc | 0.54% | +0.10% | +74.29% | |
| 30 | AMGN | Amgen Inc | Stock-Healthcare | 0.53% | -0.06% | +12.46% | |
| 31 | WMT | Walmart Inc | Stock-Consumer Staples | 0.49% | -0.19% | +0.90% | |
| 32 | USLM | United States Lime & Mineral | Stock-Other | 0.48% | -0.13% | -25.00% | |
| 33 | FHN | First Horizon CORP | Stock-Financials | 0.45% | -0.01% | +3.00% | |
| 34 | HSTM | Healthstream Inc | Stock-Other | 0.45% | +0.02% | — | |
| 35 | GEHC | GE Healthcare Technology | Stock-Healthcare | 0.44% | -0.10% | -0.45% | |
| 36 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.41% | -0.12% | -6.09% | |
| 37 | SBCF | Seacoast Banking Corp/fl | Stock-Other | 0.41% | -0.02% | +0.13% | |
| 38 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.40% | -0.02% | +3.34% | |
| 39 | CAT | Caterpillar Inc | Stock-Industrials | 0.39% | +0.28% | — | |
| 40 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.32% | -0.03% | -0.68% | |
| 41 | V | Visa Inc-class A Shares | Stock-Financials | 0.32% | — | — | |
| 42 | PNW | Pinnacle West Capital Corporation | Stock-Utilities | 0.32% | — | +0.09% | |
| 43 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.32% | +0.12% | +0.08% | |
| 44 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.30% | +0.03% | -1.22% | |
| 45 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.29% | — | -5.98% | |
| 46 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.28% | — | — | |
| 47 | CBL | Cbl & Associates Properties | Stock-Other | 0.28% | +0.06% | -0.06% | |
| 48 | GPN | Global Payments Inc | Stock-Industrials | 0.26% | -0.01% | -14.09% | |
| 49 | STWD | Starwood Property Trust Inc | Stock-Real Estate | 0.26% | -0.28% | EXIT | |
| 50 | MDLZ | Mondelez International Inc-a | Stock-Consumer Staples | 0.25% | — | +151.37% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | TSLA | Tesla Inc | +1.3% | +36.08% | Add |
| 2 | AMZN | Amazon.com Inc | +1.1% | -7.79% | Trim |
| 3 | SRAD | Sportradar Group AG | +0.6% | — | Unchanged |
| 4 | APO | Apollo Global Management Inc | +0.6% | +0.33% | Add |
| 5 | RJF | Raymond James Financial Inc | +0.5% | — | Unchanged |
| 6 | GOOG | Alphabet Inc-cl C | +0.5% | +0.26% | Add |
| 7 | FBTC | Fidelity Wise Origin Bitcoin | +0.4% | +29.94% | Add |
| 8 | GS | Goldman Sachs Group Inc | +0.3% | +0.18% | Add |
| 9 | AAPL | Apple Inc | +0.3% | -5.86% | Trim |
| 10 | HD | Home Depot Inc | +0.2% | +74.29% | Add |
| 11 | ABBV | Abbvie Inc | +0.2% | NEW | New buy |
| 12 | JPM | Jpmorgan Chase & Co | +0.2% | -0.64% | Trim |
| 13 | GEV | GE Vernova Inc | +0.2% | -0.54% | Trim |
| 14 | LLY | Eli Lilly & Co | +0.2% | +256.06% | Add |
| 15 | MSTR | Strategy Inc | +0.2% | NEW | New buy |
| 16 | META | Meta Platforms Inc-class A | +0.2% | +1.79% | Add |
| 17 | NVDA | Nvidia CORP | +0.1% | +3.07% | Add |
| 18 | MDLZ | Mondelez International Inc-a | +0.1% | +151.37% | Add |
| 19 | CVX | Chevron CORP | +0.1% | -17.86% | Trim |
| 20 | MS | Morgan Stanley | +0.1% | +0.61% | Add |
| 21 | FHN | First Horizon CORP | +0.1% | +3.00% | Add |
| 22 | UPS | United Parcel Service-cl B | +0.1% | +29.91% | Add |
| 23 | BMY | Bristol-myers Squibb Co | +0.1% | +0.09% | Add |
| 24 | REAL | Realreal Inc/the | +0.1% | — | Unchanged |
| 25 | ONB | Old National Bancorp | +0.1% | — | Unchanged |
| 26 | USB | US Bancorp | +0.1% | -0.55% | Trim |
| 27 | HUT | Hut 8 CORP | +0.1% | — | Unchanged |
| 28 | C | Citigroup Inc | +0.1% | +0.92% | Add |
| 29 | EPD | Enterprise Products Partners | +0.1% | +1.52% | Add |
| 30 | VIG | Vanguard Dividend Apprec ETF | +0.1% | — | Unchanged |
| 31 | RSP | Invesco S&p 500 Equal Weight | +0.1% | NEW | New buy |
| 32 | AVGO | Broadcom Inc | +0.1% | NEW | New buy |
| 33 | PLTR | Palantir Technologies Inc-a | +0.1% | NEW | New buy |
| 34 | LULU | Lululemon Athletica Inc | +0.1% | — | Unchanged |
| 35 | WMT | Walmart Inc | +0.1% | +0.90% | Add |
| 36 | ASTE | Astec Industries Inc | -0.1% | EXIT | Sold out |
| 37 | BABA | Alibaba Group Holding-sp Adr | -0.1% | EXIT | Sold out |
| 38 | VZ | Verizon Communications Inc | -0.1% | -5.98% | Trim |
| 39 | AMGN | Amgen Inc | -0.1% | +12.46% | Add |
| 40 | KO | Coca-cola Co/the | -0.1% | -0.68% | Trim |
| 41 | GEHC | GE Healthcare Technology | -0.1% | -0.45% | Trim |
| 42 | JNJ | Johnson & Johnson | -0.1% | -3.07% | Trim |
| 43 | DAL | Delta Air Lines Inc | -0.1% | EXIT | Sold out |
| 44 | MSFT | Microsoft CORP | -0.1% | -6.53% | Trim |
| 45 | CVS | Cvs Health CORP | -0.2% | -49.75% | Trim |
| 46 | ABNB | Airbnb Inc-class A | -0.2% | EXIT | Sold out |
| 47 | GE | General Electric | -0.3% | -1.24% | Trim |
| 48 | BRK-B | Berkshire Hathaway Inc-cl B | -0.9% | +845.11% | Add |
| 49 | MCHI | Ishares Msci China ETF | -1.4% | EXIT | Sold out |
| 50 | SYU1 | Synovus Financial CORP | -4.7% | -95.85% | Trim |
According to official SEC Form 13F filings, Am Investment Strategies LLC reported a total U.S. public equity portfolio value of $520.7M across 100 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, AMZN, BRK-B) accounted for 43.0% of total reported equity market value during Q4 2024.
Top New Position Initiated
ABBV
市值: $720.0K
Top Position Liquidated / Trimmed
MCHI
前期市值: $5.8M
During Q4 2024, Am Investment Strategies LLC's top holdings by market value included AAPL (20.6%)、AMZN (13.8%)、BRK-B (12.6%). The largest single position, AAPL, represented 20.6% of total portfolio value.
In Q4 2024, Am Investment Strategies LLC made 43 total portfolio adjustments, initiating 5 new buys, adding to 19 positions, trimming 14 holdings, and fully liquidating 5 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
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