ASSET MANAGEMENT RESOURCES LLC

Stock Holdings
Option Holdings
Activity
Charts
All
Open
Closed
Added
Reduced
Ticker
Name
Shares Owned
Change
%
Historic
Avg Price (*)
% Change
P/L since open
Time since open
% Portfolio
% Outstanding
Value (at report date)
Report Date
Powered by unusualwhales.com
JPST
JPMORGAN ULTRA-SHORT INCOME ETF
846,267-117,079-12.15%
Created with Highcharts 10.1.0
$0.0024.19%0.19%42,508,0062023-12-31
SPTM
SPDR(R) PORTFOLIO S&P 1500 COMPOSITE STOCK MARKET ETF
546,131+1,777+0.33%
Created with Highcharts 10.1.0
$0.0018.17%0.43%31,921,3292023-12-31
VWOB
VANGUARD WHITEHALL FUNDS
197,653+1,809+0.92%
Created with Highcharts 10.1.0
$0.007.17%0.00%12,600,3962023-12-31
USMV
ISHARES MSCI USA MIN VOL FACTOR ETF
144,780-3,104-2.10%
Created with Highcharts 10.1.0
$0.006.43%0.04%11,297,1522023-12-31
SPAB
SPDR(R) PORTFOLIO AGGREGATE BOND ETF
374,153+308,705+471.68%
Created with Highcharts 10.1.0
$0.005.46%0.13%9,593,2832023-12-31
QQQ
INVESCO QQQ
20,803+405+1.99%
Created with Highcharts 10.1.0
$0.004.85%0.00%8,519,1352023-12-31
VTI
VANGUARD TOTAL STOCK MARKET INDEX FUND
30,239-740-2.39%
Created with Highcharts 10.1.0
$0.004.08%0.00%7,173,4122023-12-31
PNOV
INNOVATOR US EQUITY POWER BUFFER ETF - NOVEMBER
187,390+187,390
Open
Created with Highcharts 10.1.0
$0.003.67%0.00%6,453,7122023-12-31
SPTI
SPDR(R) PORTFOLIO INTERMEDIATE TERM TREASURY ETF
208,580-64,443-23.60%
Created with Highcharts 10.1.0
$0.003.39%0.13%5,957,0582023-12-31
MGK
VANGUARD WORLD FUND
19,959-4,472-18.30%
Created with Highcharts 10.1.0
$0.002.95%0.00%5,179,4312023-12-31
VB
VANGUARD SMALL-CAP INDEX FUND
21,665-3,686-14.54%
Created with Highcharts 10.1.0
$0.002.63%0.00%4,621,8562023-12-31
VGIT
VANGUARD INTERMEDIATE-TERM TREASURY INDEX FUND
65,534+24,083+58.10%
Created with Highcharts 10.1.0
$0.002.21%0.00%3,887,4772023-12-31
VOO
VANGUARD 500 INDEX FUND
7,839-42-0.53%
Created with Highcharts 10.1.0
$0.001.95%0.00%3,424,0752023-12-31
SPYD
SPDR(R) PORTFOLIO S&P 500 HIGH DIVIDEND ETF
78,722+10,804+15.91%
Created with Highcharts 10.1.0
$0.001.76%0.05%3,085,1272023-12-31
SCHA
SCHWAB US SMALL-CAP ETF
26,704+26,704
Open
Created with Highcharts 10.1.0
$0.000.72%0.00%1,261,4972023-12-31
DGRO
ISHARES CORE DIVIDEND GROWTH ETF
22,414-333-1.46%
Created with Highcharts 10.1.0
$0.000.69%0.00%1,206,3212023-12-31
SPY
SPDR S&P 500 ETF
2,526+1,258+99.21%
Created with Highcharts 10.1.0
$0.000.68%0.00%1,200,6332023-12-31
KRBN
KRANESHARES GLOBAL CARBON STRATEGY ETF
22,699-12,616-35.72%
Created with Highcharts 10.1.0
$0.000.47%0.00%828,3042023-12-31
AAPL
APPLE
4,227-1,250-22.82%
Created with Highcharts 10.1.0
$154.840.46%0.00%813,8862023-12-31
IT
GARTNER
1,67800.00%
Created with Highcharts 10.1.0
$283.290.43%0.00%756,9632023-12-31
MSFT
MICROSOFT
1,994-1,437-41.88%
Created with Highcharts 10.1.0
$259.800.43%0.00%749,9122023-12-31
AGG
ISHARES CORE US AGGREGATE BOND ETF
6,524-3,513-35.00%
Created with Highcharts 10.1.0
$0.000.37%0.00%647,5072023-12-31
BRK.B
BERKSHIRE HATHAWAY
1,799-927-34.01%
Created with Highcharts 10.1.0
$0.000.37%0.00%641,6312023-12-31
AMZN
AMAZON
3,302-1,417-30.03%
Created with Highcharts 10.1.0
$121.040.29%0.00%501,7062023-12-31
AVGO
BROADCOM
4,070-1,480-26.67%
Created with Highcharts 10.1.0
$50.640.26%0.00%454,8312023-12-31
VZ
VERIZON COMMUNICATIONS
11,923-2,226-15.73%
Created with Highcharts 10.1.0
$36.380.26%0.00%449,4922023-12-31
AZO
AUTOZONE
172-28-14.00%
Created with Highcharts 10.1.0
$2,179.570.25%0.00%444,7252023-12-31
UFPI
UFP INDUSTRIES
3,481-245-6.58%
Created with Highcharts 10.1.0
$80.090.25%0.01%437,0402023-12-31
V
VISA
1,672+11+0.66%
Created with Highcharts 10.1.0
$203.060.25%0.00%435,3392023-12-31
IWF
ISHARES RUSSELL 1000 GROWTH ETF
1,39400.00%
Created with Highcharts 10.1.0
$0.000.24%0.00%422,6192023-12-31
QYLD
HORIZONS NASDAQ 100 COVERED CALL ETF
23,499-2,038-7.98%
Created with Highcharts 10.1.0
$0.000.23%0.01%407,4732023-12-31
MMC
MARSH & MCLENNAN COMPANIES
2,14100.00%
Created with Highcharts 10.1.0
$159.850.23%0.00%405,6552023-12-31
REGN
REGENERON PHARMACEUTICALS
448-109-19.57%
Created with Highcharts 10.1.0
$643.830.22%0.00%393,4742023-12-31
SPG
SIMON PROPERTY GROUP
2,746-518-15.87%
Created with Highcharts 10.1.0
$101.170.22%0.00%391,6692023-12-31
LNG
CHENIERE ENERGY
2,153-32-1.46%
Created with Highcharts 10.1.0
$150.540.21%0.00%367,5742023-12-31
TOL
TOLL BROTHERS
3,547-1,526-30.08%
Created with Highcharts 10.1.0
$45.770.21%0.00%364,5882023-12-31
LMT
LOCKHEED MARTIN
777-153-16.45%
Created with Highcharts 10.1.0
$418.540.20%0.00%352,3482023-12-31
GOOGL
ALPHABET
2,516-1,529-37.80%
Created with Highcharts 10.1.0
$108.580.20%0.00%351,4602023-12-31
COST
COSTCO WHOLESALE
527-91-14.72%
Created with Highcharts 10.1.0
$511.210.20%0.00%347,8752023-12-31
SPOT
SPOTIFY TECHNOLOGY SA
1,652-611-27.00%
Created with Highcharts 10.1.0
$113.530.18%0.00%310,4272023-12-31
AMD
ADVANCED MICRO DEVICES
2,087-2,363-53.10%
Created with Highcharts 10.1.0
$82.540.18%0.00%307,6452023-12-31
GLD
SPDR GOLD TRUST
1,607-3-0.19%
Created with Highcharts 10.1.0
$0.000.17%0.00%307,2102023-12-31
NFLX
NETFLIX
606-114-15.83%
Created with Highcharts 10.1.0
$229.130.17%0.00%295,0492023-12-31
BA
BOEING
1,120-258-18.72%
Created with Highcharts 10.1.0
$158.300.17%0.00%291,9392023-12-31
JPM
JPMORGAN CHASE
1,423-308-17.79%
Created with Highcharts 10.1.0
$114.560.14%0.00%242,0782023-12-31
TJX
TJX COMPANIES
2,558-560-17.96%
Created with Highcharts 10.1.0
$62.570.14%0.00%239,9272023-12-31
TSCO
TRACTOR SUPPLY
1,115-34-2.96%
Created with Highcharts 10.1.0
$225.550.14%0.00%239,7812023-12-31
ES
EVERSOURCE ENERGY
3,871-800-17.13%
Created with Highcharts 10.1.0
$87.710.14%0.00%238,9182023-12-31
PFE
PFIZER
8,281-7,436-47.31%
Created with Highcharts 10.1.0
$46.110.14%0.00%238,4202023-12-31
VOE
VANGUARD MID-CAP VALUE INDEX FUND
1,60600.00%
Created with Highcharts 10.1.0
$0.000.13%0.00%232,8862023-12-31