Basic Stats
Current Positions 0
Latest Holdings, Performance, AUM (from 13F, 13D)

Asset Management Resources, LLC has disclosed 0 total holdings in their latest SEC filings. Asset Management Resources, LLC’s top holdings are Protective Life Dynamic Allocation Series - Conservative Portfolio (US:N/A) , NVIDIA Corporation (US:NVDA) , Toll Brothers, Inc. (US:TOL) , Advanced Micro Devices, Inc. (US:AMD) , and The Select Sector SPDR Trust - The Utilities Select Sector SPDR Fund (US:XLU) . Asset Management Resources, LLC’s new positions include Protective Life Dynamic Allocation Series - Conservative Portfolio (US:N/A) , .

Top Increases This Quarter

We use the change in the portfolio allocation because this is the most meaningful metric. Changes can be due to trades or changes in share prices.

Security Shares
(MM)
Value
(MM$)
Portfolio % ΔPortfolio %
Top Decreases This Quarter

We use the change in the portfolio allocation because this is the most meaningful metric. Changes can be due to trades or changes in share prices.

Security Shares
(MM)
Value
(MM$)
Portfolio % ΔPortfolio %
0.00 0.00 -24.1906
0.00 0.00 -0.6833
0.00 0.00 -0.4632
0.00 0.00 -0.4268
13F and Fund Filings

This form was filed on 2024-10-04 for the reporting period 2024-09-30. This investor has not disclosed securities that are counted in shares, so the shares-related columns in the table below are omitted. Click the link icon to see the full transaction history.

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2022-07-28: Important Note - We have changed the treatment of the Δ Portfolio % column in this table. Previously, we were reporting it as the percent change in the portfolio allocation. We are now reporting it as the raw change in the portfolio allocation (still reported as a percent). In formula terms, we were previously reporting it as 100 * (current allocation - prior allocation ) / prior allocation. We are now reporting it as (current allocation - prior allocation).
Security Type ΔShares
(%)
Value
($MM)
Portfolio
(%)
ΔPortfolio
(%)
N/A / Protective Life Dynamic Allocation Series - Conservative Portfolio 0.00 0.0000
NVDA / NVIDIA Corporation 0.00 0.0000
TOL / Toll Brothers, Inc. 0.00 0.0000
AMD / Advanced Micro Devices, Inc. 0.00 0.0000
XLU / The Select Sector SPDR Trust - The Utilities Select Sector SPDR Fund 0.00 0.0000
COST / Costco Wholesale Corporation 0.00 0.0000
UFPI / UFP Industries, Inc. 0.00 0.0000
SPOT / Spotify Technology S.A. 0.00 0.0000
PFE / Pfizer Inc. 0.00 0.0000
SPAB / SPDR Series Trust - SPDR Portfolio Aggregate Bond ETF 0.00 0.0000
DGRO / iShares Trust - iShares Core Dividend Growth ETF 0.00 0.0000
SPTM / SPDR Series Trust - SPDR Portfolio S&P 1500 Composite Stock Market ETF 0.00 0.0000
AZO / AutoZone, Inc. 0.00 0.0000
MGK / Vanguard World Fund - Vanguard Mega Cap Growth ETF 0.00 0.0000
DIS / The Walt Disney Company 0.00 0.0000
VTI / Vanguard Index Funds - Vanguard Total Stock Market ETF 0.00 0.0000
BRK.B / Berkshire Hathaway Inc. 0.00 0.0000
USMV / iShares Trust - iShares MSCI USA Min Vol Factor ETF 0.00 0.0000
VOO / Vanguard Index Funds - Vanguard S&P 500 ETF 0.00 0.0000
JPM / JPMorgan Chase & Co. 0.00 0.0000
SPYD / SPDR Series Trust - SPDR Portfolio S&P 500 High Dividend ETF 0.00 0.0000
VB / Vanguard Index Funds - Vanguard Small-Cap ETF 0.00 0.0000
PEP / PepsiCo, Inc. 0.00 0.0000
QYLD / Global X Funds - Global X NASDAQ 100 Covered Call ETF 0.00 0.0000
PWB / Invesco Exchange-Traded Fund Trust - Invesco Large Cap Growth ETF 0.00 0.0000
IWF / iShares Trust - iShares Russell 1000 Growth ETF 0.00 0.0000
TSCO / Tractor Supply Company 0.00 0.0000
VGIT / Vanguard Scottsdale Funds - Vanguard Intermediate-Term Treasury ETF 0.00 0.0000
LNG / Cheniere Energy, Inc. 0.00 0.0000
KRBN / KraneShares Trust - KraneShares Global Carbon Strategy ETF 0.00 0.0000
VOE / Vanguard Index Funds - Vanguard Mid-Cap Value ETF 0.00 0.0000
SPTI / SPDR Series Trust - SPDR Portfolio Intermediate Term Treasury ETF 0.00 0.0000
SCHA / Schwab Strategic Trust - Schwab U.S. Small-Cap ETF 0.00 0.0000
ES / Eversource Energy 0.00 0.0000
BA / The Boeing Company 0.00 0.0000
V / Visa Inc. 0.00 0.0000
GOOGL / Alphabet Inc. 0.00 0.0000
IT / Gartner, Inc. 0.00 0.0000
AMZN / Amazon.com, Inc. 0.00 0.0000
REGN / Regeneron Pharmaceuticals, Inc. 0.00 0.0000
LMT / Lockheed Martin Corporation 0.00 0.0000
QQQ / Invesco QQQ Trust, Series 1 0.00 0.0000
SO / The Southern Company 0.00 0.0000
CHD / Church & Dwight Co., Inc. 0.00 0.0000
IVV / iShares Trust - iShares Core S&P 500 ETF 0.00 0.0000
AVGO / Broadcom Inc. 0.00 0.0000
NFLX / Netflix, Inc. 0.00 0.0000
JPST / J.P. Morgan Exchange-Traded Fund Trust - JPMorgan Ultra-Short Income ETF 0.00 -100.00 -24.1906
SPY / SPDR S&P 500 ETF 0.00 -100.00 -0.6833
MMC / Marsh & McLennan Companies, Inc. 0.00 0.0000
VWOB / Vanguard Whitehall Funds - Vanguard Emerging Markets Government Bond ETF 0.00 0.0000
GLD / SPDR Gold Trust 0.00 0.0000
AGG / iShares Trust - iShares Core U.S. Aggregate Bond ETF 0.00 0.0000
SPG / Simon Property Group, Inc. 0.00 0.0000
PNOV / Innovator ETFs Trust - Innovator U.S. Equity Power Buffer ETF - November 0.00 0.0000
VZ / Verizon Communications Inc. 0.00 0.0000
TJX / The TJX Companies, Inc. 0.00 0.0000
IBB / iShares Trust - iShares Biotechnology ETF 0.00 0.0000
MSFT / Microsoft Corporation 0.00 -100.00 -0.4268
AAPL / Apple Inc. 0.00 -100.00 -0.4632