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The Analysis of AMG Asset Management Group, Inc.'s Holdings & P&L

Currently, AMG Asset Management Group, Inc. holds 80 types of securities in its portfolio with a total value $128.8M. In the most recent quarter, they have increased their positions in VOO (+21.6K shares, valued at $12.9M), SECT (+117.7K shares, valued at $7.1M), NVDA (+36.5K shares, valued at $6.4M); decreased their positions in EDGI (-10.6K shares, valued at $299.6K); initiated new positions in INTL (+170.1K shares, valued at $4.8M), CGGE (+126.3K shares, valued at $3.9M), IEFA (+34.2K shares, valued at $3.1M).

1M P&L

+998.5K+0.69%

3M P&L

+2.4M+1.68%

HY P&L

+3.3M+2.35%

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

1N/A71.5M

55.5%

2Semiconductors12.8M

9.9%

3Internet Content & Information7.4M

5.7%

Top Industries by Stock Count

1N/A21 stocks

26.3%

2Semiconductors6 stocks

7.5%

3Drug Manufacturers - General5 stocks

6.3%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

VOO VANGUARD INDEX FDS35.0K shares161.71%2026-03-312026-04-27

SECT NORTHERN LTS FD TR IV158.9K shares286.34%2026-03-312026-04-27

NVDA NVIDIA CORPORATION48.0K shares318.73%2026-03-312026-04-27

BUYW NORTHERN LTS FD TR IV565.1K shares369.25%2026-03-312026-04-27

AAPL APPLE INC24.4K shares385.84%2026-03-312026-04-27

EDGF ADVISORS INNER CIRCLE FD II210.6K shares1266.89%2026-03-312026-04-27

MSFT MICROSOFT CORP13.1K shares271.69%2026-03-312026-04-27

INTL NORTHERN LTS FD TR IV170.1K sharesnew addition2026-03-312026-04-27

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CGGE CAPITAL GROUP GLOBAL EQUITY126.3K sharesnew addition2026-03-312026-04-27

AMZN AMAZON COM INC16.8K shares309.75%2026-03-312026-04-27

IEFA ISHARES TR34.2K sharesnew addition2026-03-312026-04-27

AVGO BROADCOM INC9.7K shares302.62%2026-03-312026-04-27

GOOGL ALPHABET INC9.9K shares247.05%2026-03-312026-04-27

VYMI VANGUARD WHITEHALL FDS26.8K sharesnew addition2026-03-312026-04-27

META META PLATFORMS INC4.2K shares318.48%2026-03-312026-04-27

TSLA TESLA INC6.0K shares342.08%2026-03-312026-04-27

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GOOG ALPHABET INC7.3K shares673.41%2026-03-312026-04-27

EEM ISHARES TR32.5K sharesnew addition2026-03-312026-04-27

EDGH ADVISORS INNER CIRCLE FD II49.8K shares249.47%2026-03-312026-04-27

LLY ELI LILLY & CO1.8K shares308.16%2026-03-312026-04-27

NFLX NETFLIX INC.14.4K shares379.15%2026-03-312026-04-27

VXF VANGUARD INDEX FDS6.3K sharesnew addition2026-03-312026-04-27

VUG VANGUARD INDEX FDS2.9K sharesnew addition2026-03-312026-04-27

COST COSTCO WHOLESALE CORPORATION1.2K sharesnew addition2026-03-312026-04-27

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VEA VANGUARD TAX-MANAGED FDS18.8K sharesnew addition2026-03-312026-04-27

COWZ PACER FDS TR18.8K sharesnew addition2026-03-312026-04-27

EDGU ADVISORS INNER CIRCLE FD II41.4K shares477.88%2026-03-312026-04-27

SPMO INVESCO EXCH TRADED FD TR II10.0K sharesnew addition2026-03-312026-04-27

VTV VANGUARD INDEX FDS4.7K sharesnew addition2026-03-312026-04-27

BRK.B BERKSHIRE HATHAWAY INC DEL1.9K shares343.78%2026-03-312026-04-27

ABBV ABBVIE INC4.0K sharesnew addition2026-03-312026-04-27

HD HOME DEPOT INC2.5K sharesnew addition2026-03-312026-04-27

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WMT WALMART INC6.4K sharesnew addition2026-03-312026-04-27

JPM JPMORGAN CHASE & CO2.3K sharesnew addition2026-03-312026-04-27

PLTR PALANTIR TECHNOLOGIES INC4.6K shares227.07%2026-03-312026-04-27

V VISA INC2.0K shares184.01%2026-03-312026-04-27

IVV ISHARES TR878 sharesnew addition2026-03-312026-04-27

AMD ADVANCED MICRO DEVICES INC2.8K sharesnew addition2026-03-312026-04-27

MA MASTERCARD INCORPORATED1.1K shares198.61%2026-03-312026-04-27

KO COCA COLA CO6.9K sharesnew addition2026-03-312026-04-27

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EDGI ADVISORS INNER CIRCLE FD II17.7K shares-37.39%2026-03-312026-04-27

HON HONEYWELL INTL INC2.1K sharesnew addition2026-03-312026-04-27

XOM EXXON MOBIL CORP2.8K sharesnew addition2026-03-312026-04-27

ORCL ORACLE CORP3.1K shares185.42%2026-03-312026-04-27

QUAL ISHARES TR2.4K sharesnew addition2026-03-312026-04-27

GEV GE VERNOVA INC451 sharesnew addition2026-03-312026-04-27

MU MICRON TECHNOLOGY INC1.1K sharesnew addition2026-03-312026-04-27

CAT CATERPILLAR INC531 sharesnew addition2026-03-312026-04-27

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AMAT APPLIED MATLS INC1.1K sharesnew addition2026-03-312026-04-27

ABT ABBOTT LABORATORIES3.5K sharesnew addition2026-03-312026-04-27

APP APPLOVIN CORP877 sharesnew addition2026-03-312026-04-27

JNJ JOHNSON & JOHNSON1.4K sharesnew addition2026-03-312026-04-27

TJX TJX COS INC NEW2.1K sharesnew addition2026-03-312026-04-27

GE GE AEROSPACE1.1K sharesnew addition2026-03-312026-04-27

ISRG INTUITIVE SURGICAL INC677 sharesnew addition2026-03-312026-04-27

CRWD CROWDSTRIKE HLDGS INC790 sharesnew addition2026-03-312026-04-27

Sponsored

AXP AMERICAN EXPRESS CO1.0K sharesnew addition2026-03-312026-04-27

LRCX LAM RESEARCH CORP1.4K sharesnew addition2026-03-312026-04-27

RY ROYAL BK CDA1.8K sharesnew addition2026-03-312026-04-27

AMGN AMGEN INC791 sharesnew addition2026-03-312026-04-27

TXN TEXAS INSTRS INC1.4K sharesnew addition2026-03-312026-04-27

CVX CHEVRON CORPORATION1.3K sharesnew addition2026-03-312026-04-27

PG PROCTER & GAMBLE CO1.8K sharesnew addition2026-03-312026-04-27

MRK MERCK & CO INC2.2K sharesnew addition2026-03-312026-04-27

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VWO VANGUARD INTL EQUITY INDEX F4.7K sharesnew addition2026-03-312026-04-27

CSCO CISCO SYS INC3.3K sharesnew addition2026-03-312026-04-27

PEP PEPSICO INC1.6K sharesnew addition2026-03-312026-04-27

MDT MEDTRONIC PLC2.8K sharesnew addition2026-03-312026-04-27

UNP UNION PAC CORP978 sharesnew addition2026-03-312026-04-27

WFC WELLS FARGO & CO2.9K sharesnew addition2026-03-312026-04-27

GS GOLDMAN SACHS GROUP INC272 sharesnew addition2026-03-312026-04-27

INTC INTEL CORP5.0K sharesnew addition2026-03-312026-04-27

Sponsored

BAC BANK AMERICA CORP4.5K sharesnew addition2026-03-312026-04-27

UBER UBER TECHNOLOGIES INC3.0K sharesnew addition2026-03-312026-04-27

MS MORGAN STANLEY1.3K sharesnew addition2026-03-312026-04-27

PANW PALO ALTO NETWORKS INC1.3K sharesnew addition2026-03-312026-04-27

APH AMPHENOL CORP1.6K sharesnew addition2026-03-312026-04-27

ADBE ADOBE INC825 sharesnew addition2026-03-312026-04-27

NOW SERVICENOW INC1.9K sharesnew addition2026-03-312026-04-27

UAA UNDER ARMOUR INC10.1K sharesnew addition2026-03-312026-04-27

Sponsored

VOO

VANGUARD INDEX FDS

161.71%

Shares35.0K

Event2026-03-31

Filed2026-04-27

SECT

NORTHERN LTS FD TR IV

286.34%

Shares158.9K

Event2026-03-31

Filed2026-04-27

NVDA

NVIDIA CORPORATION

318.73%

Shares48.0K

Event2026-03-31

Filed2026-04-27

BUYW

NORTHERN LTS FD TR IV

369.25%

Shares565.1K

Event2026-03-31

Filed2026-04-27

AAPL

APPLE INC

385.84%

Shares24.4K

Event2026-03-31

Filed2026-04-27

EDGF

ADVISORS INNER CIRCLE FD II

1266.89%

Shares210.6K

Event2026-03-31

Filed2026-04-27

MSFT

MICROSOFT CORP

271.69%

Shares13.1K

Event2026-03-31

Filed2026-04-27

INTL

NORTHERN LTS FD TR IV

New

Shares170.1K

Event2026-03-31

Filed2026-04-27

CGGE

CAPITAL GROUP GLOBAL EQUITY

New

Shares126.3K

Event2026-03-31

Filed2026-04-27

AMZN

AMAZON COM INC

309.75%

Shares16.8K

Event2026-03-31

Filed2026-04-27

IEFA

ISHARES TR

New

Shares34.2K

Event2026-03-31

Filed2026-04-27

AVGO

BROADCOM INC

302.62%

Shares9.7K

Event2026-03-31

Filed2026-04-27

GOOGL

ALPHABET INC

247.05%

Shares9.9K

Event2026-03-31

Filed2026-04-27

VYMI

VANGUARD WHITEHALL FDS

New

Shares26.8K

Event2026-03-31

Filed2026-04-27