AM INVESTMENT STRATEGIES LLC Diversified Active

CIK: 0001818897 · Show all filings

Period: Q2 2020 (Next →)

Filing Date: Aug 11, 2020

Total Value ($000): $253,930 (100.0% shares, 0.0% debt)

Holdings (82)

AMAZON COM INC 15.0%
Value ($000) $38,188 Shares 13,842 Est. Cost $2758.85 Unrealized
APPLE INC 12.3%
Value ($000) $31,107 Shares 85,271 Est. Cost $364.80 Unrealized
BERKSHIRE HATHAWAY INC DEL 9.9%
Value ($000) $25,099 Shares 140,603 Est. Cost $178.51 Unrealized
SYNOVUS FINL CORP 9.8%
Value ($000) $24,929 Shares 1,214,257 Est. Cost $20.53 Unrealized
MOHAWK INDS INC 4.8%
Value ($000) $12,299 Shares 120,867 Est. Cost $101.76 Unrealized
ALIBABA GROUP HLDG LTD 4.4%
Value ($000) $11,071 Shares 51,325 Est. Cost $215.70 Unrealized
HALLIBURTON CO 3.8%
Value ($000) $9,537 Shares 734,750 Est. Cost $12.98 Unrealized
FACEBOOK INC 3.1%
Value ($000) $7,833 Shares 34,495 Est. Cost $227.08 Unrealized
ALPHABET INC 2.2%
Value ($000) $5,631 Shares 3,894 Est. Cost $1446.07 Unrealized
HRL HORMEL FOODS CORP 1.9%
Value ($000) $4,827 Shares 100,000 Est. Cost $40.81 Unrealized 0.0%
SEACOAST BKG CORP FLA 1.9%
Value ($000) $4,718 Shares 231,262 Est. Cost $20.40 Unrealized
GENERAL ELECTRIC CO 1.8%
Value ($000) $4,452 Shares 651,765 Est. Cost $6.83 Unrealized
US BANCORP DEL 1.4%
Value ($000) $3,645 Shares 98,991 Est. Cost $36.82 Unrealized
BRISTOL-MYERS SQUIBB CO 1.4%
Value ($000) $3,550 Shares 60,374 Est. Cost $58.80 Unrealized
FTI CONSULTING INC 1.4%
Value ($000) $3,437 Shares 30,000 Est. Cost $114.57 Unrealized
TRUIST FINL CORP 1.3%
Value ($000) $3,372 Shares 89,788 Est. Cost $37.56 Unrealized
CVSA ADTALEM GLOBAL ED INC 1.3%
Value ($000) $3,207 Shares 102,968 Est. Cost $31.20 Unrealized 0.0%
HEALTHSTREAM INC 1.2%
Value ($000) $3,160 Shares 142,788 Est. Cost $22.13 Unrealized
CVS HEALTH CORP 1.2%
Value ($000) $3,027 Shares 46,598 Est. Cost $64.96 Unrealized
GOLDMAN SACHS GROUP INC 1.1%
Value ($000) $2,886 Shares 14,606 Est. Cost $197.59 Unrealized
ISHARES TR 1.1%
Value ($000) $2,850 Shares 82,284 Est. Cost $34.64 Unrealized
JPMORGAN CHASE &CO 0.9%
Value ($000) $2,290 Shares 24,351 Est. Cost $94.04 Unrealized
APOLLO GLOBAL MGMT INC 0.9%
Value ($000) $2,278 Shares 45,641 Est. Cost $49.91 Unrealized
JOHNSON &JOHNSON 0.8%
Value ($000) $2,145 Shares 15,251 Est. Cost $140.65 Unrealized
IMMUNOMEDICS INC 0.8%
Value ($000) $2,036 Shares 57,452 Est. Cost $35.44 Unrealized
REATA PHARMACEUTICALS INC 0.7%
Value ($000) $1,900 Shares 12,175 Est. Cost $156.06 Unrealized
MCDONALDS CORP 0.7%
Value ($000) $1,795 Shares 9,728 Est. Cost $184.52 Unrealized
UNITED PARCEL SERVICE INC 0.7%
Value ($000) $1,709 Shares 15,371 Est. Cost $111.18 Unrealized
AT&T INC 0.7%
Value ($000) $1,704 Shares 56,374 Est. Cost $30.23 Unrealized
CAPSTAR FINL HLDGS INC 0.7%
Value ($000) $1,651 Shares 137,595 Est. Cost $12.00 Unrealized
BERKSHIRE HATHAWAY INC DEL 0.6%
Value ($000) $1,604 Shares 6 Est. Cost $267333.34 Unrealized
MICROSOFT CORP 0.6%
Value ($000) $1,459 Shares 7,169 Est. Cost $203.52 Unrealized
FIRST HORIZON NATL CORP 0.6%
Value ($000) $1,448 Shares 145,374 Est. Cost $9.96 Unrealized
ENTERPRISE PRODS PARTNERS L 0.5%
Value ($000) $1,319 Shares 72,610 Est. Cost $18.17 Unrealized
HOME DEPOT INC 0.4%
Value ($000) $977 Shares 3,899 Est. Cost $250.58 Unrealized
AMGEN INC 0.4%
Value ($000) $895 Shares 3,796 Est. Cost $235.77 Unrealized
BK OF AMERICA CORP 0.3%
Value ($000) $849 Shares 35,755 Est. Cost $23.74 Unrealized
PAYPAL HLDGS INC 0.3%
Value ($000) $846 Shares 4,853 Est. Cost $174.33 Unrealized
CONNS INC 0.3%
Value ($000) $829 Shares 82,150 Est. Cost $10.09 Unrealized
ACADIA PHARMACEUTICALS INC 0.3%
Value ($000) $824 Shares 17,000 Est. Cost $48.47 Unrealized
AARONS INC 0.3%
Value ($000) $795 Shares 17,502 Est. Cost $45.42 Unrealized
COSTCO WHSL CORP NEW 0.3%
Value ($000) $787 Shares 2,597 Est. Cost $303.04 Unrealized
VISA INC 0.3%
Value ($000) $732 Shares 3,790 Est. Cost $193.14 Unrealized
MERCK &CO. INC 0.3%
Value ($000) $687 Shares 8,888 Est. Cost $77.30 Unrealized
VERIZON COMMUNICATIONS INC 0.3%
Value ($000) $679 Shares 12,311 Est. Cost $55.15 Unrealized
COCA COLA CO 0.3%
Value ($000) $668 Shares 14,951 Est. Cost $44.68 Unrealized
SOUTHERN CO 0.3%
Value ($000) $646 Shares 12,466 Est. Cost $51.82 Unrealized
3M CO 0.2%
Value ($000) $633 Shares 4,058 Est. Cost $155.99 Unrealized
CITIGROUP INC 0.2%
Value ($000) $630 Shares 12,329 Est. Cost $51.10 Unrealized
GPN GLOBAL PMTS INC 0.2%
Value ($000) $627 Shares 3,694 Est. Cost $158.88 Unrealized 0.0%
SALESFORCE COM INC 0.2%
Value ($000) $622 Shares 3,322 Est. Cost $187.24 Unrealized
OLD NATL BANCORP IND 0.2%
Value ($000) $602 Shares 43,771 Est. Cost $13.75 Unrealized
PROFESSIONAL HLDG CORP 0.2%
Value ($000) $587 Shares 42,255 Est. Cost $13.89 Unrealized
CHEVRON CORP NEW 0.2%
Value ($000) $576 Shares 6,460 Est. Cost $89.16 Unrealized
LULULEMON ATHLETICA INC 0.2%
Value ($000) $529 Shares 1,694 Est. Cost $312.28 Unrealized
COVANTA HLDG CORP 0.2%
Value ($000) $480 Shares 50,064 Est. Cost $9.59 Unrealized
ROYAL DUTCH SHELL PLC 0.2%
Value ($000) $443 Shares 13,566 Est. Cost $32.66 Unrealized
BP PLC 0.2%
Value ($000) $422 Shares 18,089 Est. Cost $23.33 Unrealized
ABBVIE INC 0.1%
Value ($000) $371 Shares 3,776 Est. Cost $98.25 Unrealized
NKE NIKE INC 0.1%
Value ($000) $368 Shares 3,750 Est. Cost $85.46 Unrealized 0.0%
ALPHABET INC 0.1%
Value ($000) $350 Shares 247 Est. Cost $1417.00 Unrealized
LHC GROUP INC 0.1%
Value ($000) $349 Shares 2,000 Est. Cost $174.50 Unrealized
DOMINION ENERGY INC 0.1%
Value ($000) $347 Shares 4,273 Est. Cost $81.21 Unrealized
EXXON MOBIL CORP 0.1%
Value ($000) $334 Shares 7,473 Est. Cost $44.69 Unrealized
UBER TECHNOLOGIES INC 0.1%
Value ($000) $323 Shares 10,386 Est. Cost $31.10 Unrealized
WALMART INC 0.1%
Value ($000) $319 Shares 2,665 Est. Cost $119.70 Unrealized
PINNACLE FINL PARTNERS INC 0.1%
Value ($000) $280 Shares 6,679 Est. Cost $41.92 Unrealized
ZBH ZIMMER BIOMET HOLDINGS INC 0.1%
Value ($000) $262 Shares 2,198 Est. Cost $110.02 Unrealized 0.0%
TEXAS PAC LD TR 0.1%
Value ($000) $257 Shares 431 Est. Cost $596.29 Unrealized
DISNEY WALT CO 0.1%
Value ($000) $249 Shares 2,236 Est. Cost $111.36 Unrealized
CCL CARNIVAL CORP 0.1%
Value ($000) $246 Shares 15,000 Est. Cost $14.98 Unrealized 0.0%
STATE STR CORP 0.1%
Value ($000) $235 Shares 3,704 Est. Cost $63.44 Unrealized
CISCO SYS INC 0.1%
Value ($000) $216 Shares 4,631 Est. Cost $46.64 Unrealized
NETFLIX INC 0.1%
Value ($000) $211 Shares 464 Est. Cost $454.74 Unrealized
DUKE ENERGY CORP NEW 0.1%
Value ($000) $210 Shares 2,635 Est. Cost $79.70 Unrealized
TESLA INC 0.1%
Value ($000) $208 Shares 189 Est. Cost $1100.53 Unrealized
CBL &ASSOC PPTYS INC 0.0%
Value ($000) $122 Shares 448,412 Est. Cost $0.27 Unrealized
SOUTHWESTERN ENERGY CO 0.0%
Value ($000) $42 Shares 16,245 Est. Cost $2.59 Unrealized
BRISTOL-MYERS SQUIBB CO 0.0%
Value ($000) $40 Shares 11,300 Est. Cost $3.54 Unrealized
DIXIE GROUP INC 0.0%
Value ($000) $31 Shares 33,500 Est. Cost $0.93 Unrealized
ACTINIUM PHARMACEUTICALS INC 0.0%
Value ($000) $17 Shares 47,500 Est. Cost $0.36 Unrealized
SPY SPDR S&P 500 ETF TR 0.0%
Value ($000) $15 Shares 50 Est. Cost $300.00 Unrealized