Advanced Asset Management Advisors Inc

CIK 0001075444 • 7 13F filings • Apr 17, 2025 – Oct 20, 2026

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Filer information

Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).

AUM over time

$0 latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyOther

Holdings by filing

Portfolio value: $380.1M85 positionsView on SEC.gov

			% of Portfolio
ALPHABET INC	CAP STK CL A	$13.9M	3.6%Prev: 3.3%	38,775 SH	Increased-29,867 SH
ALPHABET INC	CAP STK CL C	$549K	0.1%Prev: 0.1%	1,555 SH	Increased-645 SH
AMAZON COM INC	COM	$10.5M	2.8%Prev: 3.2%	44,140 SH	Decreased-10,475 SH
AMERICAN ELEC PWR CO INC	COM	$3.2M	0.8%Prev: 0.7%	23,225 SH	Increased
AMGEN INC	COM	$5.4M	1.4%Prev: 1.1%	15,000 SH	Increased
APPLE INC	COM	$8.6M	2.3%Prev: 2.7%	29,702 SH	Decreased-19,585 SH
APPLIED MATLS INC	COM	$9.8M	2.6%Prev: 2.8%	13,555 SH	Decreased-42,445 SH
AT&T INC	COM	$7.0M	1.8%Prev: 2.7%	337,217 SH	Decreased-2,000 SH
BROADCOM INC	COM	$256K	0.1%	677 SH	New
CHEVRON CORPORATION	COM	$7.7M	2.0%	46,715 SH	New
Cincinnati Finl Corp	COM	$311K	0.1%Prev: 0.1%	1,682 SH	Increased+38 SH
CISCO SYS INC	COM	$15.5M	4.1%Prev: 2.5%	131,631 SH	Increased-25 SH
DUKE ENERGY CORP NEW	COM NEW	$2.4M	0.6%Prev: 0.6%	19,349 SH	Increased
ELI LILLY & CO	COM	$581K	0.2%Prev: 0.1%	484 SH	Increased
EMERSON ELEC CO	COM	$11.2M	3.0%Prev: 2.8%	78,400 SH	Increased
EXELON CORP	COM	$1.4M	0.4%Prev: 0.4%	30,396 SH	Increased
EXXON MOBIL CORP	COM	$12.7M	3.3%Prev: 2.7%	92,614 SH	Increased
FIRST TR EXCH TRADED FD III	PFD SECS INC ETF	$215K	0.1%Prev: 0.1%	12,000 SH	Increased
FREEPORT MCMORAN INC	CL B	$15.7M	4.1%	250,000 SH	New
HOME DEPOT INC	COM	$6.0M	1.6%Prev: 1.7%	17,000 SH	Decreased
INVESCO EXCHANGE TRADED FD T	DIVID ACHIEVEV	$38K	0.0%Prev: 0.0%	690 SH	Decreased-690 SH
INVESCO EXCHANGE TRADED FD T	HIG YLD EQ DIV	$22K	0.0%Prev: 0.0%	940 SH	Decreased-940 SH
INVESCO EXCHANGE TRADED FD T	S&P500 EQL IND	$71K	0.0%	1,105 SH	New
INVESCO EXCHANGE TRADED FD T	S&P500 EQL WGT	$555K	0.1%Prev: 0.1%	2,606 SH	Increased
INVESCO EXCHANGE TRADED FD T	S&P500 QUALITY	$1.2M	0.3%Prev: 0.1%	13,745 SH	Increased+9,406 SH
INVESCO QQQ TR	UNIT SER 1	$2.6M	0.7%Prev: 0.7%	3,503 SH	Increased-990 SH
ISHARES SILVER TR	ISHARES	$226K	0.1%	4,219 SH	New
ISHARES TR	0-5YR HI YL CP	$628K	0.2%Prev: 0.2%	14,800 SH	Decreased
ISHARES TR	1 3 YR TREAS BD	$1.0M	0.3%Prev: 0.3%	12,760 SH	Decreased-2,829 SH
ISHARES TR	20 YR TR BD ETF	$2K	0.0%Prev: 0.0%	25 SH	Decreased
ISHARES TR	CORE S&P SCP ETF	$857K	0.2%Prev: 0.2%	5,781 SH	Increased
ISHARES TR	CORE S&P500 ETF	$42.7M	11.2%Prev: 11.6%	57,000 SH	Decreased-12,200 SH
ISHARES TR	EXPANDED TECH	$2K	0.0%	20 SH	New
ISHARES TR	GLOB HLTHCRE ETF	$2K	0.0%Prev: 0.0%	16 SH	Increased
ISHARES TR	GLOBAL ENERG ETF	$109K	0.0%	2,226 SH	New
ISHARES TR	GLOBAL TECH ETF	$3K	0.0%Prev: 0.0%	18 SH	Increased
ISHARES TR	ISHARES BIOTECH	$34K	0.0%Prev: 0.0%	180 SH	Increased
ISHARES TR	MSCI USA QLT FCT	$204K	0.1%	930 SH	New
ISHARES TR	RUSSELL 2000 ETF	$103K	0.0%Prev: 0.0%	342 SH	Increased+11 SH
ISHARES TR	SELECT DIVID ETF	$54K	0.0%Prev: 0.0%	348 SH	Increased
ISHARES TR	U.S. UTILITS ETF	$184K	0.0%Prev: 0.0%	1,608 SH	Increased
ISHARES TR	US TELECOM ETF	$283K	0.1%Prev: 0.1%	6,687 SH	Increased-320 SH
Johnson & Johnson	COM	$12.3M	3.2%Prev: 2.0%	48,399 SH	Increased
JPMorgan Chase & Co	COM	$10.1M	2.7%	30,913 SH	New
KROGER CO	COM	$5.7M	1.5%Prev: 2.0%	102,500 SH	Decreased
MASTERCARD INCORPORATED	CL A	$5.9M	1.5%Prev: 1.7%	11,450 SH	Decreased
MCKESSON CORP	COM	$227K	0.1%	300 SH	New
MICROSOFT CORP	COM	$8.2M	2.2%Prev: 3.0%	22,049 SH	Decreased+6 SH
NORFOLK SOUTHN CORP	COM	$4.5M	1.2%Prev: 1.0%	14,200 SH	Increased
NVIDIA CORPORATION	COM	$808K	0.2%Prev: 0.2%	4,039 SH	Increased-411 SH
PEPSICO INC	COM	$3.7M	1.0%Prev: 1.0%	26,964 SH	Increased
PROCTER & GAMBLE CO	COM	$4.4M	1.2%	29,944 SH	New
PROSHARES TR	SHOR S&P 500 NEW	$281K	0.1%	8,500 SH	New
PUBLIC SVC ENTERPRISE GROUP	COM	$2.1M	0.5%	25,482 SH	New
QUALCOMM INC	COM	$9.4M	2.5%Prev: 2.2%	50,910 SH	Increased-5 SH
RTX Corporation	COM	$8.9M	2.3%Prev: 1.8%	46,776 SH	Increased
SELECT SECTOR SPDR TR	ST STR CARE ETF	$202K	0.1%	1,275 SH	New
SELECT SECTOR SPDR TR	ST STR DISCR ETF	$5K	0.0%	40 SH	New
SELECT SECTOR SPDR TR	ST STR ENERG ETF	$3K	0.0%	50 SH	New
SELECT SECTOR SPDR TR	ST STR FINL ETF	$3K	0.0%	50 SH	New
SELECT SECTOR SPDR TR	ST STR REAL ETF	$17K	0.0%	397 SH	New
SELECT SECTOR SPDR TR	ST STR STAPL ETF	$80K	0.0%	963 SH	New
SELECT SECTOR SPDR TR	ST STR TECHN ETF	$142K	0.0%	746 SH	New
SELECT SECTOR SPDR TR	ST STR UTIL ETF	$217K	0.1%	4,792 SH	New
SOUTHERN CO	COM	$2.5M	0.6%Prev: 0.6%	25,805 SH	Increased
STATE STR SPDR DOW JONES IND	UT SER 1	$958K	0.3%	1,834 SH	New
STATE STR SPDR S&P 500 ETF T	TR UNIT	$1.8M	0.5%	2,368 SH	New
STRYKER CORPORATION	COM	$213K	0.1%Prev: 0.1%	675 SH	Decreased
T-MOBILE US INC	COM	$7.2M	1.9%Prev: 3.6%	42,815 SH	Decreased-12,500 SH
TEXAS INSTRS INC	COM	$9.4M	2.5%Prev: 1.8%	31,700 SH	Increased
UNION PAC CORP	COM	$5.4M	1.4%Prev: 1.2%	19,800 SH	Increased
UNITED PARCEL SVCS INC	CL B	$2.1M	0.6%	20,000 SH	New
VANGUARD INDEX FDS	EXTEND MKT ETF	$35K	0.0%Prev: 0.0%	141 SH	Decreased-138 SH
VANGUARD INDEX FDS	GROWTH ETF	$411K	0.1%Prev: 0.1%	4,773 SH	Decreased+3,656 SH
VANGUARD INDEX FDS	MCAP GR IDXVIP	$8K	0.0%Prev: 0.0%	28 SH	Increased+6 SH
VANGUARD INDEX FDS	S&P 500 ETF SHS	$51.6M	13.6%Prev: 13.4%	75,088 SH	Increased-12,476 SH
VANGUARD INDEX FDS	TOTAL STK MKT	$16K	0.0%	44 SH	New
VANGUARD SCOTTSDALE FDS	SHORT TERM TREAS	$1.2M	0.3%Prev: 0.4%	21,183 SH	Decreased-4,701 SH
VANGUARD WORLD FD	CONSUM STP ETF	$36K	0.0%Prev: 0.1%	161 SH	Decreased-1,112 SH
VANGUARD WORLD FD	ENERGY ETF	$58K	0.0%Prev: 0.0%	386 SH	Increased+32 SH
VANGUARD WORLD FD	HEALTH CAR ETF	$22K	0.0%Prev: 0.0%	75 SH	Decreased-65 SH
VANGUARD WORLD FD	INF TECH ETF	$97K	0.0%	809 SH	New
VISA INC	COM CL A	$11.0M	2.9%Prev: 3.7%	32,000 SH	Decreased-6,200 SH
WALMART INC	COM	$11.2M	2.9%Prev: 2.6%	98,490 SH	Increased+49 SH
WW GRAINGER INC	COM	$13.9M	3.7%	10,250 SH	New

Sold (vs prior filing)

BOOKING HOLDINGS INC — $347K
CHEVRON CORP NEW — $6.7M
CORNING INC — $7.1M
FIRST TR EXCHANGE TRADED FD — $400K
FISERV Inc — $263K
FREEPORT-MCMORAN INC — $10.8M
GRAINGER W W INC — $10.7M
INTUIT — $295K
ISHARES TR — $74K
JPMORGAN CHASE & CO. — $11.1M
Palantir Technologies Inc — $303K
PROCTER AND GAMBLE CO — $4.8M
PROSHARES TR — $337K
PUBLIC SVC ENTERPRISE GRP IN — $2.1M
SALESFORCE INC — $266K
SELECT SECTOR SPDR TR — $3K
SELECT SECTOR SPDR TR — $5K
SELECT SECTOR SPDR TR — $16K
SELECT SECTOR SPDR TR — $4K
SELECT SECTOR SPDR TR — $89K
… and 8 more

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Oct 20, 2026	Q3 2026	13F-HR	0001398344-26-018447	—	View
Feb 2, 2026	Q4 2025	13F-HR	0001398344-26-001786	$366.2M	View
Oct 20, 2025	Q3 2025