American Money Management, LLC

Q3 2025 13F-HR Holdings

Location
Rancho Santa Fe, CA
Holdings as of
9/30/2025
Date filed
11/10/2025
Form type
13F-HR
Num holdings
155
Total value ($000)
$599,306
Net value change ($000)
+33,524 (5.9%)
New positions
13
Sold out positions
6
Turnover %
0.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/13/2025 Next filing: 2/10/2026 SEC filing

Snapshot: Change Analysis

Compared to Q2 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
GOOGL 7,598 235.5%
AAPL 5,580 24.2%
GOOGL 2,003 37.7%
ABBV 1,956 25.8%
ASML 1,800 25.8%
GE 1,672 18.2%
NOC 1,482 22.5%
MSFT 1,374 4.6%
JNJ 1,264 21.5%
VGSH 1,240 3.5%
Top Reduces (Value $000, Stocks/ETFs)
LMT -5,663 -89.1%
TPL -1,393 -12.4%
PM -1,189 -12.4%
COST -821 -7.3%
PAYX -809 -13.0%
INTU -446 -4.2%
O -418 -100.0%
TXN -389 -25.3%
MAR -353 -5.6%
ICE -347 -6.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type