Advanced Asset Management Advisors Inc - Portfolio overview

Advanced Asset Management Advisors Inc has 91 reported holdings in this dataset, with the latest filing dated 2026-04-24.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Industrials.

Largest reported holdings by portfolio allocation

1. VOO - VANGUARD INDEX FDS, 13.97%
2. IVV - ISHARES TR, 9.94%
3. XOM - EXXON MOBIL CORP, 4.19%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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