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The Analysis of AM INVESTMENT STRATEGIES LLC's Holdings & P&L

Currently, AM INVESTMENT STRATEGIES LLC holds 111 types of securities in its portfolio with a total value $455.0K. In the most recent quarter, they have increased their positions in N/A (+84.4K shares, valued at $2.1K), N/A (+2.2K shares, valued at $1.1K), TSLA (+1.8K shares, valued at $669.138242280285); decreased their positions in IVV (-7.6K shares, valued at $5.0K), KO (-10.0K shares, valued at $759.1900136092731), MU (-747 shares, valued at $252.3814095059705); initiated new positions in N/A (+84.4K shares, valued at $2.1K), PRK (+1.6K shares, valued at $268), LMT (+418 shares, valued at $253).

1M P&L

+19.1M+5.26%

3M P&L

+30.4M+8.63%

HY P&L

+40.6M+11.85%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Consumer Electronics73.9K

22.2%

2Internet Retail43.0K

12.9%

3Banks - Regional20.6K

6.2%

Top Industries by Stock Count

1N/A14 stocks

15.1%

2Drug Manufacturers - General5 stocks

5.4%

3Semiconductors5 stocks

5.4%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

AAPL APPLE INC291.1K shares0.67%2026-03-312026-04-29

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL117.7K shares1.91%2026-03-312026-04-29

AMZN AMAZON COM INC203.3K shares1.60%2026-03-312026-04-29

ALPHABET INC ALPHABET INC93.1K shares1.56%2026-03-312026-04-29

TSLA TESLA INC52.6K shares3.54%2026-03-312026-04-29

GE AEROSPACE GE AEROSPACE58.5K shares0.03%2026-03-312026-04-29

META META PLATFORMS INC23.1K shares1.63%2026-03-312026-04-29

ASML ASML HLDG NV9.6K shares0.47%2026-03-312026-04-29

Sponsored

MSFT MICROSOFT CORP31.0K shares5.16%2026-03-312026-04-29

USB US BANCORP217.9K shares0.00%2026-03-312026-04-29

NVDA NVIDIA CORPORATION63.7K shares3.79%2026-03-312026-04-29

SO SOUTHERN CO97.9K shares0.03%2026-03-312026-04-29

RJF RAYMOND JAMES FINL INC64.1K shares0.00%2026-03-312026-04-29

GEV GE VERNOVA INC9.8K shares-0.86%2026-03-312026-04-29

APOLLO GLOBAL MGMT INC APOLLO GLOBAL MGMT INC69.7K shares2.81%2026-03-312026-04-29

JPM JPMORGAN CHASE &CO26.0K shares0.06%2026-03-312026-04-29

Sponsored

SRAD SPORTRADAR GROUP AG379.8K shares1.28%2026-03-312026-04-29

GS GOLDMAN SACHS GROUP INC6.5K shares0.54%2026-03-312026-04-29

EPD ENTERPRISE PRODS PARTNERS L123.6K shares0.68%2026-03-312026-04-29

JNJ JOHNSON &JOHNSON19.0K shares0.13%2026-03-312026-04-29

WMT WALMART INC34.4K shares1.10%2026-03-312026-04-29

CAT CATERPILLAR INC5.7K shares0.00%2026-03-312026-04-29

TFC TRUIST FINL CORP86.4K shares-0.01%2026-03-312026-04-29

FBTC FIDELITY WISE ORIGIN BITCOIN65.4K shares10.48%2026-03-312026-04-29

Sponsored

MS MORGAN STANLEY22.4K shares1.33%2026-03-312026-04-29

COST COSTCO WHOLESALE CORPORATION3.4K shares0.03%2026-03-312026-04-29

ONB OLD NATL BANCORP IND134.2K shares0.00%2026-03-312026-04-29

AMGN AMGEN INC8.3K shares2.06%2026-03-312026-04-29

MU MICRON TECHNOLOGY INC8.5K shares-8.04%2026-03-312026-04-29

TSM TAIWAN SEMICONDUCTOR MANUFAC6.9K shares4.99%2026-03-312026-04-29

SEACOAST BKG CORP FLA SEACOAST BKG CORP FLA76.4K shares0.23%2026-03-312026-04-29

GEHC GE HEALTHCARE TECHNOLOGIES I30.1K shares-8.47%2026-03-312026-04-29

Sponsored

PINNACLE FINL PARTNERS INC PINNACLE FINL PARTNERS INC84.4K sharesnew addition2026-03-312026-04-29

FHN FIRST HORIZON CORPORATION90.2K shares0.13%2026-03-312026-04-29

ALPHABET INC ALPHABET INC6.8K shares0.40%2026-03-312026-04-29

USLM UNITED STS LIME &MINERALS I15.0K shares0.00%2026-03-312026-04-29

SPY STATE STR SPDR S&P 500 ETF T3.0K shares0.20%2026-03-312026-04-29

UPS UNITED PARCEL SVCS INC18.9K shares-0.91%2026-03-312026-04-29

MERCK &CO INC MERCK &CO INC15.2K shares1.45%2026-03-312026-04-29

HUT 8 CORP HUT 8 CORP39.0K shares0.00%2026-03-312026-04-29

Sponsored

HD HOME DEPOT INC5.5K shares0.04%2026-03-312026-04-29

KO COCA COLA CO21.3K shares-31.90%2026-03-312026-04-29

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T8.0K shares16.32%2026-03-312026-04-29

CBL CBL &ASSOC PPTYS INC38.7K shares0.00%2026-03-312026-04-29

BRK.A BERKSHIRE HATHAWAY INC DEL2 shares0.00%2026-03-312026-04-29

MCD MCDONALDS CORP4.3K shares-13.60%2026-03-312026-04-29

LLY ELI LILLY &CO1.4K shares0.00%2026-03-312026-04-29

INVESCO QQQ TR INVESCO QQQ TR2.2K shares0.00%2026-03-312026-04-29

Sponsored

BA BOEING CO6.4K shares91.46%2026-03-312026-04-29

MSTR STRATEGY INC10.2K shares10.88%2026-03-312026-04-29

STWD STARWOOD PPTY TR INC73.7K shares2.53%2026-03-312026-04-29

CVX CHEVRON CORPORATION5.8K shares12.12%2026-03-312026-04-29

HSTM HEALTHSTREAM INC57.7K shares-0.00%2026-03-312026-04-29

DHR DANAHER CORP DEL5.1K shares0.00%2026-03-312026-04-29

ABBV ABBVIE INC4.1K shares0.00%2026-03-312026-04-29

DIA STATE STR SPDR DOW JONES IND1.9K shares0.05%2026-03-312026-04-29

Sponsored

V VISA INC2.7K shares0.00%2026-03-312026-04-29

STT STATE STR CORP6.4K shares0.06%2026-03-312026-04-29

VIG VANGUARD SPECIALIZED FUNDS3.7K shares-6.52%2026-03-312026-04-29

IEFA ISHARES TR7.4K shares0.00%2026-03-312026-04-29

BITMINE IMMERSION TECNOLOGIE BITMINE IMMERSION TECNOLOGIE32.6K shares27.27%2026-03-312026-04-29

IBM INTERNATIONAL BUSINESS MACHS2.5K shares0.00%2026-03-312026-04-29

MARVELL TECHNOLOGY INC MARVELL TECHNOLOGY INC6.0K shares122.76%2026-03-312026-04-29

WM WASTE MGMT INC DEL2.5K shares5.91%2026-03-312026-04-29

Sponsored

PLTR PALANTIR TECHNOLOGIES INC3.9K shares0.00%2026-03-312026-04-29

IVV ISHARES TR848 shares-90.00%2026-03-312026-04-29

CSCO CISCO SYS INC7.1K shares-1.82%2026-03-312026-04-29

DUKE ENERGY CORP NEW DUKE ENERGY CORP NEW4.0K shares10.69%2026-03-312026-04-29

SLF SUN LIFE FINANCIAL INC.8.2K shares0.23%2026-03-312026-04-29

GPN GLOBAL PMTS INC7.6K shares-12.58%2026-03-312026-04-29

VO VANGUARD INDEX FDS1.8K shares0.00%2026-03-312026-04-29

CB CHUBB LTD SWITZ1.4K shares0.00%2026-03-312026-04-29

Sponsored

ET ENERGY TRANSFER L P24.3K shares0.04%2026-03-312026-04-29

NEE NEXTERA ENERGY INC5.0K shares66.09%2026-03-312026-04-29

CLSK CLEANSPARK INC53.4K shares0.00%2026-03-312026-04-29

XOM EXXON MOBIL CORP2.7K shares0.26%2026-03-312026-04-29

BMY BRISTOL-MYERS SQUIBB CO7.3K shares0.22%2026-03-312026-04-29

RTX RTX CORPORATION2.2K shares0.18%2026-03-312026-04-29

MCK MCKESSON CORP497 shares0.00%2026-03-312026-04-29

PFF ISHARES TR14.0K shares0.35%2026-03-312026-04-29

Sponsored

FLO FLOWERS FOODS INC47.8K shares-8.07%2026-03-312026-04-29

DIS DISNEY WALT CO3.9K shares-1.52%2026-03-312026-04-29

AMD ADVANCED MICRO DEVICES INC1.8K shares0.55%2026-03-312026-04-29

CHWY CHEWY INC12.4K shares0.00%2026-03-312026-04-29

UBER UBER TECHNOLOGIES INC4.5K shares-21.10%2026-03-312026-04-29

BABA ALIBABA GROUP HLDG LTD2.3K shares0.00%2026-03-312026-04-29

ASTE ASTEC INDS INC5.3K shares0.06%2026-03-312026-04-29

VXX BARCLAYS BANK PLC8.0K shares0.00%2026-03-312026-04-29

Sponsored

EMR EMERSON ELEC CO2.1K shares0.00%2026-03-312026-04-29

MARA MARA HOLDINGS INC34.4K shares0.00%2026-03-312026-04-29

PANW PALO ALTO NETWORKS INC1.7K shares18.92%2026-03-312026-04-29

IEMG ISHARES INC3.9K shares0.00%2026-03-312026-04-29

PRK PARK NATL CORP1.6K sharesnew addition2026-03-312026-04-29

UNP UNION PAC CORP1.1K shares0.00%2026-03-312026-04-29

BLACKSTONE INC BLACKSTONE INC2.2K shares0.04%2026-03-312026-04-29

FNCL FIDELITY COVINGTON TRUST3.7K shares1.73%2026-03-312026-04-29

Sponsored

LMT LOCKHEED MARTIN CORP418 sharesnew addition2026-03-312026-04-29

BUD ANHEUSER BUSCH INBEV SA NV3.6K shares-32.88%2026-03-312026-04-29

REAL THE REALREAL INC27.6K shares0.00%2026-03-312026-04-29

MPC MARATHON PETE CORP1.0K sharesnew addition2026-03-312026-04-29

PG PROCTER &GAMBLE CO1.7K shares-6.71%2026-03-312026-04-29

AFL AFLAC INC2.0K shares0.00%2026-03-312026-04-29

GLD SPDR GOLD TR510 shares0.00%2026-03-312026-04-29

IJR ISHARES TR1.8K shares0.00%2026-03-312026-04-29

Sponsored

STM STMICROELECTRONICS N V6.3K sharesnew addition2026-03-312026-04-29

AXP AMERICAN EXPRESS CO715 shares0.00%2026-03-312026-04-29

NFLX NETFLIX INC.2.2K shares-3.11%2026-03-312026-04-29

FRSH FRESHWORKS INC10.0K sharesnew addition2026-03-312026-04-29

GREENLAND MINES LTD GREENLAND MINES LTD200.0K sharesnew addition2026-03-312026-04-29

ACTINIUM PHARMACEUTICALS INC ACTINIUM PHARMACEUTICALS INC29.4K shares0.00%2026-03-312026-04-29

GT BIOPHARMA INC GT BIOPHARMA INC15.0K shares0.00%2026-03-312026-04-29

AAPL

APPLE INC

0.67%

Shares291.1K

Event2026-03-31

Filed2026-04-29

BERKSHIRE HATHAWAY INC DEL

1.91%

Shares117.7K

Event2026-03-31

Filed2026-04-29

AMZN

AMAZON COM INC

1.60%

Shares203.3K

Event2026-03-31

Filed2026-04-29

ALPHABET INC

1.56%

Shares93.1K

Event2026-03-31

Filed2026-04-29

TSLA

TESLA INC

3.54%

Shares52.6K

Event2026-03-31

Filed2026-04-29

GE AEROSPACE

0.03%

Shares58.5K

Event2026-03-31

Filed2026-04-29