American Money Management 13F annual report
American Money Management is an investment fund managing more than $468 billion ran by Michael Moore. There are currently 133 companies in Mr. Moore’s portfolio. The largest investments include Vanguard Short-term Corporate Bond Etf and Apple Computer Inc, together worth $51.3 billion.
$468 billion Assets Under Management (AUM)
As of 6th August 2024, American Money Management’s top holding is 332,803 shares of Vanguard Short-term Corporate Bond Etf currently worth over $25.7 billion and making up 5.5% of the portfolio value.
In addition, the fund holds 121,603 shares of Apple Computer Inc worth $25.6 billion.
The third-largest holding is Vanguard Short-term Treasury Etf worth $25.1 billion and the next is Microsoft worth $22.4 billion, with 50,080 shares owned.
Currently, American Money Management's portfolio is worth at least $468 billion. The total portfolio value may be much higher due to cash
assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
Careers at American Money Management
The American Money Management office and employees reside in Rancho Santa Fe, California. According to the last 13-F report filed with the SEC, Michael Moore serves as the CCO at American Money Management.
Recent trades
In the most recent 13F filing, American Money Management revealed that it had opened a new position in
Jpmorgan Core Plus Bond Etf and bought 292,496 shares worth $13.6 billion.
The investment fund also strengthened its position in Vanguard Short-term Treasury Etf by buying
52 additional shares.
This makes their stake in Vanguard Short-term Treasury Etf total 432,327 shares worth $25.1 billion.
On the other hand, there are companies that American Money Management is getting rid of from its portfolio.
American Money Management closed its position in American Tower on 13th August 2024.
It sold the previously owned 23,018 shares for $4.55 billion.
Michael Moore also disclosed a decreased stake in Vanguard Short-term Corporate Bond Etf by approximately 0.1%.
This leaves the value of the investment at $25.7 billion and 332,803 shares.
One of the average hedge funds
The two most similar investment funds to American Money Management are Kesler, Norman & Wride and Lloyd Advisory Services,. They manage $469 billion and $468 billion respectively.
Michael Moore investment strategy
American Money Management’s portfolio is diversified across 10 sectors.
Currently, their heaviest sector is Technology — making up 10.6% of
the total portfolio value.
The fund focuses on investments in the United States as
34.6% of the portfolio companies
are based in the United States.
The majority of the companies in the fund’s portfolio are large-cap stocks.
Stocks with a size of more than $10 billion in market cap make up
36% of the total holdings value.
On the other hand, small-cap stocks make up only 1.5% of the portfolio.
The average market cap of the portfolio companies is close to $204 billion.
The complete list of American Money Management trades based on 13F SEC filings
These positions were updated on August 13th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.
| Security | Shares Owned | Value | Allocation |
|---|---|---|---|
| Vanguard Short-term Corporate Bond Etf |
0.68%
332,803
|
$25,717,324,000 | 5.49% |
| Apple Computer Inc |
15.60%
121,603
|
$25,611,987,000 | 5.47% |
| Vanguard Short-term Treasury Etf |
0.01%
432,327
|
$25,070,648,000 | 5.35% |
| Microsoft Corporation |
7.23%
50,080
|
$22,383,259,000 | 4.78% |
| Vanguard Ftse Developed Markets |
0.43%
318,253
|
$15,728,064,000 | 3.36% |
| Vanguard Intermediate Term Bond |
4.58%
199,546
|
$14,943,963,000 | 3.19% |
| Jpmorgan Core Plus Bond Etf |
Opened
292,496
|
$13,551,340,000 | 2.89% |
| Ishares 0-5 Year Tips |
0.56%
109,300
|
$10,874,298,000 | 2.32% |
| Costco Whsl Corp New |
4.59%
12,355
|
$10,501,442,000 | 2.24% |
| Intuit Inc |
3.01%
13,971
|
$9,181,804,000 | 1.96% |
| Mastercard Incorporated |
3.57%
20,758
|
$9,157,407,000 | 1.95% |
| Texas Pacific Land Trust |
2.61%
12,280
|
$9,017,187,000 | 1.92% |
| Schwab Us Largecap Etf |
1.94%
139,504
|
$8,963,156,000 | 1.91% |
| Visa Inc |
8.00%
33,527
|
$8,799,878,000 | 1.88% |
| Jpmorgan Emerging Markets Etf |
1.31%
161,510
|
$8,734,463,000 | 1.86% |
| J P Morgan Chase & Co |
13.97%
42,823
|
$8,661,381,000 | 1.85% |
| Spdr@ Msci Usa Strategicfactors Etf |
0.80%
58,391
|
$8,609,676,000 | 1.84% |
| Vanguard Total Stock Mkt Fd |
2.17%
32,044
|
$8,571,970,000 | 1.83% |
| Spdr S&p Dividend |
0.58%
59,308
|
$7,542,730,000 | 1.61% |
| Home Depot, Inc. |
2.21%
21,778
|
$7,496,962,000 | 1.60% |
| A S M L Holding Nv |
0.74%
7,130
|
$7,292,065,000 | 1.56% |
| Abbvie Inc |
0.28%
41,126
|
$7,053,936,000 | 1.51% |
| Broadridge Financial Solutions, Inc. |
3.81%
34,165
|
$6,730,411,000 | 1.44% |
| Lockheed Martin Corp. |
3.89%
13,933
|
$6,508,056,000 | 1.39% |
| Domino S Pizza Inc |
3.55%
12,007
|
$6,199,334,000 | 1.32% |
| Charles Schwab Corp. |
2.48%
81,794
|
$6,027,425,000 | 1.29% |
| Schwab Us Midcap Etf |
4.03%
77,317
|
$6,017,609,000 | 1.28% |
| Union Pacific Corp. |
0.81%
25,633
|
$5,799,683,000 | 1.24% |
| Blackrock Inc. |
1.36%
7,324
|
$5,766,242,000 | 1.23% |
| Google Inc Class A |
31.84%
31,403
|
$5,720,044,000 | 1.22% |
| Northrop Grumman Corp. |
3.23%
12,946
|
$5,643,693,000 | 1.20% |
| Ishares S&p Smallcap 600 Idx |
1.19%
52,631
|
$5,613,573,000 | 1.20% |
| Qualcomm, Inc. |
25.00%
27,509
|
$5,479,280,000 | 1.17% |
| Mc Donalds Corp |
0.29%
21,315
|
$5,432,022,000 | 1.16% |
| Philip Morris International Inc |
2.66%
51,650
|
$5,233,678,000 | 1.12% |
| Paychex Inc. |
0.55%
42,628
|
$5,053,975,000 | 1.08% |
| Johnson & Johnson |
0.29%
34,300
|
$5,013,351,000 | 1.07% |
| Marriott International, Inc. |
1.35%
19,572
|
$4,731,968,000 | 1.01% |
| American Tower Corp. |
Closed
23,018
|
$4,548,206,000 | |
| Pepsico Incorporated |
0.24%
26,368
|
$4,348,935,000 | 0.93% |
| Lilly Eli & Company |
0.15%
4,757
|
$4,307,068,000 | 0.92% |
| Starbucks Corp. |
4.57%
53,572
|
$4,170,565,000 | 0.89% |
| Amazon.com Inc. |
36.63%
20,404
|
$3,943,139,000 | 0.84% |
| Berkshire Hathaway Inc B |
17.04%
9,637
|
$3,920,332,000 | 0.84% |
| Spdr S&p 500 Value Etf |
0.03%
75,040
|
$3,657,442,000 | 0.78% |
| Technology Select Spdr Fd |
1.99%
14,018
|
$3,171,346,000 | 0.68% |
| NVIDIA Corp |
426.81%
24,876
|
$3,073,155,000 | 0.66% |
| Thermo Fisher Scientific Inc. |
1.24%
5,379
|
$2,974,793,000 | 0.64% |
| Nxp Semiconductors |
40.38%
10,187
|
$2,741,220,000 | 0.59% |
| Vanguard Crsp Us Mid Cap Index |
0.29%
10,892
|
$2,636,996,000 | 0.56% |
| Applied Materials Inc. |
45.74%
10,753
|
$2,537,600,000 | 0.54% |
| Ishares Dj International Select Div Index |
3.89%
91,648
|
$2,535,900,000 | 0.54% |
| Meta Platforms Inc |
15.67%
4,790
|
$2,415,448,000 | 0.52% |
| Energy Select Sector Spdr Etf |
28.85%
26,268
|
$2,394,305,000 | 0.51% |
| S&P Global Inc |
4.53%
4,929
|
$2,198,302,000 | 0.47% |
| Ishares 0-5 Year Invmt Grade Corp Bd Etf |
1.77%
42,662
|
$2,101,090,000 | 0.45% |
| Wells Fargo & Co. |
No change
34,626
|
$2,056,438,000 | 0.44% |
| Cheniere Energy Inc. |
39.09%
11,402
|
$1,993,412,000 | 0.43% |
| General Electric Company |
Opened
12,534
|
$1,992,530,000 | 0.43% |
| Powershares Qqq Trust |
0.02%
4,132
|
$1,979,749,000 | 0.42% |
| Intrcontinentalexchange |
0.49%
14,059
|
$1,924,582,000 | 0.41% |
| Google Inc Class C |
10.44%
10,041
|
$1,841,731,000 | 0.39% |
| Jpmorgan Ultra-short Income Etf |
14.67%
31,433
|
$1,586,413,000 | 0.34% |
| Texas Instruments Inc. |
13.78%
7,790
|
$1,515,389,000 | 0.32% |
| Skyworks Solutions, Inc. |
Closed
12,424
|
$1,345,768,000 | |
| Vanguard Russell 1000 Growth Etf |
1.49%
13,267
|
$1,244,583,000 | 0.27% |
| Palo Alto Networks Inc |
40.60%
3,402
|
$1,153,312,000 | 0.25% |
| Vanguard 500 Etf |
7.53%
2,185
|
$1,092,750,000 | 0.23% |
| Unitedhealth Group Inc |
0.57%
2,130
|
$1,084,563,000 | 0.23% |
| Vanguard Large Cap Us Prime Market 750 |
0.03%
3,942
|
$984,084,000 | 0.21% |
| Ishares Ibonds Dec 2025 Term Corp Etf |
5.82%
38,037
|
$945,588,000 | 0.20% |
| Vanguard Small Cap |
0.85%
4,295
|
$936,493,000 | 0.20% |
| Lennar Corp. |
47.90%
6,049
|
$906,564,000 | 0.19% |
| Norfolk Southern Corp. |
6.06%
3,826
|
$821,448,000 | 0.18% |
| S&p Midcap 400 Spdrs |
No change
1,534
|
$820,813,000 | 0.18% |
| Target Corp |
0.17%
5,419
|
$802,260,000 | 0.17% |
| Vanguard Smcap Value Etf |
0.76%
4,168
|
$760,727,000 | 0.16% |
| Spdr@ Portfolio Large Cap Etf |
9.52%
11,770
|
$753,280,000 | 0.16% |
| Vanguard Msci Us Prime Mkt Value Etf |
No change
4,588
|
$735,957,000 | 0.16% |
| Ishares Ibonds Dec 2024 Term Corp Etf |
1.62%
28,889
|
$725,970,000 | 0.15% |
| Check Point Software |
43.08%
4,261
|
$703,065,000 | 0.15% |
| JPMorgan Equity Premium Income |
0.76%
12,027
|
$681,690,000 | 0.15% |
| Spdr S&p Dep Rcpt |
10.80%
1,241
|
$675,377,000 | 0.14% |
| Discover Financial Svcs |
4.97%
5,110
|
$668,439,000 | 0.14% |
| Vanguard Dividend Apprciation Index |
No change
3,602
|
$657,552,000 | 0.14% |
| Ishares S&p Midcap 400 Idx |
0.14%
11,029
|
$645,396,000 | 0.14% |
| Vanguard Total World Stock |
0.69%
5,644
|
$635,653,000 | 0.14% |
| 1/100 Berkshire Htwy Cla |
No change
100
|
$612,241,000 | 0.13% |
| Micron Technology Inc. |
42.72%
4,488
|
$590,307,000 | 0.13% |
| Ulta Cosmetics & Fragrances |
37.93%
1,522
|
$587,294,000 | 0.13% |
| Cisco Systems, Inc. |
0.08%
12,283
|
$583,587,000 | 0.12% |
| Ark Innovation Etf |
Closed
11,583
|
$580,077,000 | |
| Ishares Russell 1000 Growth Idx |
2.32%
1,589
|
$579,211,000 | 0.12% |
| Vanguard Health Care |
No change
2,168
|
$576,760,000 | 0.12% |
| Vanguard Us Midcap Value Index |
No change
3,371
|
$507,083,000 | 0.11% |
| Caterpillar Inc. |
3.28%
1,447
|
$482,092,000 | 0.10% |
| Vanguard Short Term Bond |
6.09%
6,163
|
$472,702,000 | 0.10% |
| Taiwan Semiconductor Inc |
20.60%
2,705
|
$470,156,000 | 0.10% |
| Disney Walt Co |
2.03%
4,724
|
$469,029,000 | 0.10% |
| Wisdomtree Dynamic Ccy Hdgd Intl Eq Etf |
1.25%
13,146
|
$447,757,000 | 0.10% |
| Yum Brands Inc. |
No change
3,253
|
$430,890,000 | 0.09% |
| Wisdomtree Floating Rate Treasury Etf |
Opened
8,462
|
$425,700,000 | 0.09% |
| Ishares Ibonds Dec 2027 Term Corp Etf |
3.26%
17,672
|
$419,355,000 | 0.09% |
| Honeywell International Inc |
No change
1,937
|
$413,627,000 | 0.09% |
| iShares Morningstar Mid-Cap Growth ETF |
12.80%
5,668
|
$384,007,000 | 0.08% |
| Cirrus Logic, Inc. |
No change
3,000
|
$382,980,000 | 0.08% |
| T J X Cos Inc |
0.35%
3,448
|
$379,625,000 | 0.08% |
| Vanguard Consumer Staples Etf |
No change
1,833
|
$372,235,000 | 0.08% |
| Aberdeen Swiss Gold Trust |
No change
16,608
|
$369,030,000 | 0.08% |
| Exxon Mobil Corp. |
Opened
3,185
|
$366,657,000 | 0.08% |
| Tesla Motors Inc |
8.67%
1,832
|
$362,516,000 | 0.08% |
| Spdr@ Portfolio Mid Cap Etf |
11.60%
6,947
|
$356,381,000 | 0.08% |
| Schw Us Brd Mkt Etf |
No change
5,650
|
$355,216,000 | 0.08% |
| Ishares S&p Us Preferred Stock Idx |
Closed
10,675
|
$344,055,000 | |
| Vanguard Msci Us Smcap Growth |
No change
1,364
|
$341,072,000 | 0.07% |
| Williams-Sonoma, Inc. |
0.36%
1,129
|
$318,803,000 | 0.07% |
| Vanguard High Dividend Yield |
3.84%
2,652
|
$314,543,000 | 0.07% |
| Fiserv, Inc. |
Closed
1,963
|
$313,727,000 | |
| Broadcom Inc |
14.47%
195
|
$313,278,000 | 0.07% |
| Merck & Co Inc |
0.82%
2,462
|
$304,764,000 | 0.07% |
| Ishares Ibonds Dec 2026 Term Corp Etf |
No change
12,695
|
$302,395,000 | 0.06% |
| Ishares Russell Midcap Value Idx |
6.25%
2,491
|
$300,763,000 | 0.06% |
| Shopify Inc |
Closed
3,820
|
$294,789,000 | |
| Duke Energy Corp. |
1.15%
2,911
|
$291,770,000 | 0.06% |
| Schwab Us Largecap Growth Etfa(tm) |
22.04%
2,794
|
$281,725,000 | 0.06% |
| Ishares S&p 500 Idx |
1.57%
500
|
$273,381,000 | 0.06% |
| Pfizer Inc. |
Closed
9,848
|
$273,296,000 | |
| Toyota Motor Corporation |
No change
1,327
|
$271,984,000 | 0.06% |
| Proshares S&p Midcap 400 Dividend Arst |
0.86%
3,692
|
$271,768,000 | 0.06% |
| Lowes Companies Inc |
6.15%
1,220
|
$268,961,000 | 0.06% |
| Cvs Corp Del |
Closed
3,338
|
$266,249,000 | |
| Vanguard Reit Fd |
1.52%
3,082
|
$258,169,000 | 0.06% |
| Bank Of America Corp. |
0.29%
6,466
|
$257,154,000 | 0.05% |
| Sap SE |
Opened
1,212
|
$246,114,000 | 0.05% |
| Verizon Communications Inc |
Closed
5,544
|
$232,629,000 | |
| Procter & Gamble Co. |
12.77%
1,404
|
$231,599,000 | 0.05% |
| Ishares Russell Midcap Idx |
No change
2,800
|
$227,024,000 | 0.05% |
| Vanguard Growth Etf |
6.62%
607
|
$226,944,000 | 0.05% |
| Ishares Core Dividend Growth Etf |
0.10%
3,855
|
$222,088,000 | 0.05% |
| Spdr S&p 600 Small Cap Growth Etf |
No change
2,581
|
$221,605,000 | 0.05% |
| Enbridge Inc |
Opened
5,775
|
$205,532,000 | 0.04% |
| Ishares Russell Midcap Growth Idx |
Closed
1,772
|
$202,251,000 | |
| Chevron Corp. |
No change
1,279
|
$200,061,000 | 0.04% |
| Veru Inc |
Closed
59,523
|
$41,672,000 | |
| No transactions found | |||
| Showing first 500 out of 144 holdings | |||
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