13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001569454
Total reported value
$122.6M
$122.6M
15 檔
63.2%
At the close of Q2 2024, American Asset Management Inc. disclosed equity holdings valued at approximately $122.6M, spread across 15 reported holdings.
During Q2 2024, American Asset Management Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 50.68% | +0.12% | -0.90% | |
| 2 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 22.87% | -0.07% | -1.29% | |
| 3 | JULW | Alianzim US Eq Bfr20 Jul-usd | ETF-Other | 6.41% | -0.12% | — | |
| 4 | JUNW | Alianzim US Eq Bfr20 Jun-usd | ETF-Other | 6.36% | -0.23% | — | |
| 5 | MAYW | Alianzim US Eq Bfr20 May-usd | ETF-Other | 5.69% | -0.19% | — | |
| 6 | JANW | Alianzim US Eq Bfr20 Jan-usd | ETF-Other | 2.96% | -1.11% | -1.22% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.97% | — | — | |
| 8 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.89% | — | — | |
| 9 | AAPL | Apple Inc | Stock-Tech | 0.73% | +0.15% | -2.38% | |
| 10 | GLD | Spdr Gold Shares | ETF-Commodities | 0.67% | -0.10% | +0.61% | |
| 11 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.50% | -0.02% | -0.29% | |
| 12 | REAL | Realreal Inc/the | Stock-Other | 0.38% | — | — | |
| 13 | MSTR | Strategy Inc | Stock-Tech | 0.33% | — | — | |
| 14 | POCT | Innovator U.s. Equity Power | ETF-Other | 0.32% | — | — | |
| 15 | NVDA | Nvidia CORP | Stock-Tech | 0.25% | +0.10% | — |
According to official SEC Form 13F filings, American Asset Management Inc. reported a total U.S. public equity portfolio value of $122.6M across 15 disclosed positions in Q2 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 SPY, TLT, JULW) accounted for 63.2% of total reported equity market value during Q2 2024.
During Q2 2024, American Asset Management Inc.'s top holdings by market value included SPY (50.7%)、TLT (22.9%)、JULW (6.4%). The largest single position, SPY, represented 50.7% of total portfolio value.
In Q2 2024, American Asset Management Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 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.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.