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CIK: 0001569454
Total reported value
$122.6M
$122.6M
17 檔
63.6%
As reported in its official Q3 2024 Form 13F filing, American Asset Management Inc.'s tracked investment portfolio stood at $122.6M with 17 total positions.
In Q3 2024, American Asset Management Inc. adopted a defensive or profit-taking posture, trimming 8 positions and completely liquidating 1 holdings to manage risk exposure.
| # | 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 | 45.11% | +0.12% | -7.26% | |
| 2 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 21.93% | -0.07% | -1.45% | |
| 3 | JULW | Alianzim US Eq Bfr20 Jul-usd | ETF-Other | 6.02% | -0.12% | -0.50% | |
| 4 | JUNW | Alianzim US Eq Bfr20 Jun-usd | ETF-Other | 5.97% | -0.23% | -0.38% | |
| 5 | MAYW | Alianzim US Eq Bfr20 May-usd | ETF-Other | 5.19% | -0.19% | -2.72% | |
| 6 | SEPW | Alianzim US Eq Bfr20 Sep-usd | ETF-Other | 4.54% | -0.04% | — | |
| 7 | AUGW | Alianzim US Eq Bfr20 Aug-usd | ETF-Other | 3.94% | -0.04% | — | |
| 8 | JANW | Alianzim US Eq Bfr20 Jan-usd | ETF-Other | 2.60% | -1.11% | -5.74% | |
| 9 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.93% | — | — | |
| 10 | AAPL | Apple Inc | Stock-Tech | 0.73% | +0.15% | — | |
| 11 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.59% | -0.19% | — | |
| 12 | GLD | Spdr Gold Shares | ETF-Commodities | 0.57% | -0.10% | -17.13% | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.51% | -0.02% | -1.72% | |
| 14 | NVDA | Nvidia CORP | Stock-Tech | 0.39% | +0.10% | +69.83% | |
| 15 | MSTR | Strategy Inc | Stock-Tech | 0.36% | — | +900.00% | |
| 16 | REAL | Realreal Inc/the | Stock-Other | 0.34% | — | — | |
| 17 | POCT | Innovator U.s. Equity Power | ETF-Other | 0.29% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SEPW | Alianzim US Eq Bfr20 Sep-usd | +4.5% | NEW | New buy |
| 2 | AUGW | Alianzim US Eq Bfr20 Aug-usd | +3.9% | NEW | New buy |
| 3 | QQQ | Invesco Qqq Trust Series 1 | +0.6% | NEW | New buy |
| 4 | NVDA | Nvidia CORP | +0.1% | +69.83% | Add |
| 5 | MSTR | Strategy Inc | 0% | +900.00% | Add |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | -1.72% | Trim |
| 7 | AAPL | Apple Inc | — | — | Unchanged |
| 8 | POCT | Innovator U.s. Equity Power | 0% | — | Unchanged |
| 9 | IVV | Ishares Core S&p 500 ETF | 0% | — | Unchanged |
| 10 | REAL | Realreal Inc/the | 0% | — | Unchanged |
| 11 | GLD | Spdr Gold Shares | -0.1% | -17.13% | Trim |
| 12 | JANW | Alianzim US Eq Bfr20 Jan-usd | -0.4% | -5.74% | Trim |
| 13 | JULW | Alianzim US Eq Bfr20 Jul-usd | -0.4% | -0.50% | Trim |
| 14 | JUNW | Alianzim US Eq Bfr20 Jun-usd | -0.4% | -0.38% | Trim |
| 15 | MAYW | Alianzim US Eq Bfr20 May-usd | -0.5% | -2.72% | Trim |
| 16 | VOO | Vanguard S&p 500 ETF | -0.9% | EXIT | Sold out |
| 17 | TLT | Ishares 20+ Year Treasury Bd | -0.9% | -1.45% | Trim |
| 18 | SPY | Ss Spdr S&p 500 ETF Trust-us | -5.6% | -7.26% | Trim |
According to official SEC Form 13F filings, American Asset Management Inc. reported a total U.S. public equity portfolio value of $122.6M across 17 disclosed positions in Q3 2024.
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In terms of portfolio concentration, the top 5 core holdings (including SPY, TLT, JULW) accounted for 63.6% of total reported equity market value during Q3 2024.
Top New Position Initiated
SEPW
市值: $4.2M
Top Position Liquidated / Trimmed
VOO
前期市值: $750.2K
During Q3 2024, American Asset Management Inc.'s top holdings by market value included SPY (45.1%)、TLT (21.9%)、JULW (6.0%). The largest single position, SPY, represented 45.1% of total portfolio value.
In Q3 2024, American Asset Management Inc. made 14 total portfolio adjustments, initiating 3 new buys, adding to 2 positions, trimming 8 holdings, and fully liquidating 1 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.
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