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  Name: American Money Management LLC
  City: RANCHO SANTA FE
  State: CA
  Zip: 92067
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $479,458,000
  Total Value Change : $35,784,000
  Securities Held Change : 3
   
All Securities Held : 138
  New Positions : 4
  Closed Positions : 2
  Increased Positions : 44
  Unchanged Positions : 15
  Decreased Positions : 75

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 15     View All Holdings Currently Viewing:  Unchanged Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (WFC)1 Year Chart         WFC Wells Fargo & Co 57 - $57.93 $2,007,000 34,626 0.42% 303,000 0 0.001    Domestic Money Center...
   (MDY)1 Year Chart         MDY Standrd Poor Mdcp 400 SPDR 77 - $535.62 $854,000 1,534 0.18% 76,000 0 0.004    Closed - End Fund - E...
   (BRK.A)1 Year Chart         BRK.A Berkshire Hathaway Inc 86 - $617,700.00 $634,000 100 0.13% 91,000 0 0.002    Property & Casualty I...
   (VHT)1 Year Chart         VHT Vanguard Health Care Vipers 89 - $268.06 $587,000 2,168 0.12% 43,000 0 0.004    Closed - End Fund - E...
   (TSM)1 Year Chart         TSM Taiwan Semiconductor Mfg. C... 97 - $168.16 $464,000 3,407 0.1% 110,000 0 0    Semiconductor - Integ...
   (JKH)1 Year Chart         JKH iShares Trust - Mid Growth ... 98 - $67.62 $459,000 6,500 0.1% 40,000 0 0.017    Closed - End Fund - E...
   (HON)1 Year Chart         HON Honeywell International Inc 103 - $210.74 $398,000 1,937 0.08% -8,000 0 0    Conglomerates
   (TJX)1 Year Chart         TJX TJX Companies Inc 109 - $107.32 $348,000 3,436 0.07% 26,000 0 0    Discount, Variety Stores
   (SCHB)1 Year Chart         SCHB Schwab Strategic Trust 110 - $61.99 $345,000 5,650 0.07% 30,000 0 0.003    Closed - End Fund - Debt
   (TM)1 Year Chart         TM Toyota Motor Corporation (ADR) 112 - $232.88 $334,000 1,327 0.07% 91,000 0 0.001    Auto Manufacturers
   (LOW)1 Year Chart         LOW Lowes Companies Inc 115 - $218.10 $331,000 1,300 0.07% 42,000 0 0    Home Improvement Stores
   (FISV)1 Year Chart         FISV Fiserv Inc 117 - $149.60 $314,000 1,963 0.07% 53,000 0 0    Business Software & S...
   (IBDR)1 Year Chart         IBDR Ishares Ibonds Dec 2026 Ter... 119 - $0.00 $303,000 12,695 0.06% 0 0 0.014    N/A
   (CRUS)1 Year Chart         CRUS Cirrus Logic Inc 124 - $119.52 $278,000 3,000 0.06% 28,000 0 0.005    Semiconductor - Speci...
   (IWR)1 Year Chart         IWR iShares Tr Rssll MidCap Indx 130 - $81.32 $235,000 2,800 0.05% 17,000 0 0.001    Closed - End Fund - E...

      15 Records Found
  1    
Page 1 of 1
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