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Advanced Asset Management Advisors Inc

Portfolio Manager
Advanced Asset Management Advisors Inc
Performance
+2.65% (2026 Q1)
AUM (13F)
$362.02M
# of Holdings
79
Performance Rank
Allocation (Top 20)
77.07%

Advanced Asset Management Advisors Inc Holdings Map

Top 50 Advanced Asset Management Advisors Inc Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
VOO
VANGUARD INDEX FDS
14.46%87.6K$52.3M
+0.12%(+106)
2025-Q1: 87.9K shares2025-Q2: 87.6K shares2025-Q3: 87.4K shares2025-Q4: 87.5K shares2026-Q1: 87.6K shares
$239.77(+184.60%)
2026-03-31
IVV
ISHARES TR
10.28%57.0K$37.2M
+0.00%(+0)
2025-Q1: 69.2K shares2025-Q2: 69.2K shares2025-Q3: 57.0K shares2025-Q4: 57.0K shares2026-Q1: 57.0K shares
$90.70(+722.18%)
2026-03-31
XOM
EXXON MOBIL CORP
4.34%92.6K$15.7M
+0.00%(+0)
2025-Q1: 92.6K shares2025-Q2: 92.6K shares2025-Q3: 92.6K shares2025-Q4: 92.6K shares2026-Q1: 92.6K shares
$63.06(+140.37%)
2026-03-31
FCX
FREEPORT MCMORAN INC
4.06%250.0K$14.7M
+0.00%(+0)
2025-Q1: 250.0K shares2025-Q2: 250.0K shares2025-Q3: 250.0K shares2025-Q4: 250.0K shares2026-Q1: 250.0K shares
$30.30(+121.64%)
2026-03-31
WMT
WALMART INC
3.38%98.4K$12.2M
+0.00%(+0)
2025-Q1: 135.4K shares2025-Q2: 98.4K shares2025-Q3: 98.4K shares2025-Q4: 98.4K shares2026-Q1: 98.4K shares
$33.06(+297.63%)
2026-03-31
JNJ
JOHNSON & JOHNSON
3.27%48.4K$11.8M
+0.00%(+0)
2025-Q1: 48.4K shares2025-Q2: 48.4K shares2025-Q3: 48.4K shares2025-Q4: 48.4K shares2026-Q1: 48.4K shares
$135.71(+69.79%)
2026-03-31
GWW
WW GRAINGER INC
3.09%10.3K$11.2M
+0.00%(+0)
2025-Q1: 10.3K shares2025-Q2: 10.3K shares2025-Q3: 10.3K shares2025-Q4: 10.3K shares2026-Q1: 10.3K shares
$274.74(+356.01%)
2026-03-31
GOOGL
ALPHABET INC
3.08%38.8K$11.1M
+0.28%(+108)
2025-Q1: 68.6K shares2025-Q2: 68.6K shares2025-Q3: 48.6K shares2025-Q4: 38.6K shares2026-Q1: 38.8K shares
$57.23(+603.49%)
2026-03-31
AMAT
APPLIED MATLS INC
3.05%32.3K$11.0M
+0.00%(+0)
2025-Q1: 56.0K shares2025-Q2: 56.0K shares2025-Q3: 56.0K shares2025-Q4: 32.3K shares2026-Q1: 32.3K shares
$53.06(+722.79%)
2026-03-31
EMR
EMERSON ELEC CO
2.84%78.4K$10.3M
+0.00%(+0)
2025-Q1: 78.4K shares2025-Q2: 78.4K shares2025-Q3: 78.4K shares2025-Q4: 78.4K shares2026-Q1: 78.4K shares
$63.89(+115.63%)
2026-03-31

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