Advanced Asset Management Advisors Inc

Q1 2025 13F Holdings

  • Location
    dublin, OH
  • Num holdings

    85

  • Value ($000)

    $363,662

  • Date Filed
    04/17/2025
  • Form type
    13F-HR
  • CIK
    0001075444
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
VOO
VOO

VANGUARD INDEX FDS

S&P 500 ETF SHS
922908363
$45.18M
12 %

87,905

IVV
IVV

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CORE S&P500 ETF
464287200
$38.88M
11 %

69,200

TMUS
TMUS

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COM
872590104
$14.75M
4 %

55,315

V
V

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COM CL A
92826C839
$13.39M
4 %

38,200

MSFT
MSFT

MICROSOFT CORP

COM
594918104
$12.78M
4 %

34,050

WMT
WMT

WALMART INC

COM
931142103
$11.89M
3 %

135,439

AAPL
AAPL

APPLE INC

COM
037833100
$11.11M
3 %

50,007

XOM
XOM

EXXON MOBIL CORP

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30231G102
$11.01M
3 %

92,614

GOOGL
GOOGL

ALPHABET INC

CAP STK CL A
02079K305
$10.61M
3 %

68,641

AMZN
AMZN

AMAZON COM INC

COM
023135106
$10.39M
3 %

54,610

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