AM INVESTMENT STRATEGIES LLC

RIA/Wealth

AM INVESTMENT STRATEGIES LLC is a RIA/Wealth based in Chattanooga, TN led by Aon Douglas Miller, reporting $709.9M in AUM as of Q3 2025 with 64% concentrated in top 10 holdings and 17% allocation to AAPL.

Managing PartnerAon Douglas Miller

Portfolio Value: $447.6M
Positions: 104
Top Holding: AAPL at 16.61%
Last Reported: Q3 2025

Address832 Georgia Avenue, Suite 100, Chattanooga, TN, 37402, United States

Top Holdings

Largest long holdings in AM INVESTMENT STRATEGIES LLC's portfolio (64.4% of total portfolio)

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Holding	Sector	Position	Weight	Traded	Ownership	Owned Since
1 Apple AAPL	Consumer Electronics Technology	$74.3M	16.61%	-$1.8M Sold	0.00% 292.0K shares	Q3 2020 Held for 5y 2m
2 Berkshire Hathaway BRK.B	Insurance - Diversified Financial Services	$55.8M	12.46%	-$6.9M Sold	0.01% 111.0K shares	Q3 2020 Held for 5y 2m
3 Amazon AMZN	Specialty Retail Consumer Cyclical	$43.9M	9.81%	-$1.1M Sold	0.00% 199.9K shares	Q3 2020 Held for 5y 2m
4 Tesla, Inc. TSLA	Auto - Manufacturers Consumer Cyclical	$22.3M	4.99%	+$1.0M Bought	0.00% 50.2K shares	Q3 2020 Held for 5y 2m
5 Alphabet Inc. GOOG	Internet Content & Information Communication Services	$22.1M	4.94%	+$50.7K Bought	0.00% 90.8K shares	Q3 2020 Held for 5y 2m
6 General Electric GE	Aerospace & Defense Industrials	$17.7M	3.96%	+$2.4K Bought	0.01% 59.0K shares	Q3 2020 Held for 5y 2m
7 Meta Platforms, Inc. META	Internet Content & Information Communication Services	$15.9M	3.56%	-$90.3K Sold	0.00% 21.7K shares	Q3 2020 Held for 5y 2m
8 Microsoft MSFT	Software - Infrastructure Technology	$13.9M	3.11%	-$1.0M Sold	0.00% 26.9K shares	Q3 2020 Held for 5y 2m
9 Raymond James Financial RJF	Financial - Capital Markets Financial Services	$11.1M	2.47%	-$1.4K Sold	0.03% 64.1K shares	Q4 2022 Held for 2y 11m
10 Nvidia NVDA	Semiconductors Technology	$11.0M	2.45%	-$186.6 Sold	0.00% 58.7K shares	Q2 2023 Held for 2y 5m

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Changes

Portfolio activity, position movements, and quarter-over-quarter changes in AM INVESTMENT STRATEGIES LLC's latest filing

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Market Value

$447.6M

Prior: $414.5M

Q/Q Change

+7.97%

+$33.0M

Net Flows % of MV

-2.33%

Turnover Ratio

2.77%

New Purchases

5 stocks

$1.8M

Added To

37 stocks

+$4.9M

Sold Out Of

6 stocks

$2.2M

Reduced Holdings

36 stocks

-$15.0M

Increased Positions

Position	Shares Δ	Change
1 CleanSpark CLSK	New	0 → 53.4K +$774.3K
2 Marathon Digital Holdings MARA	New	0 → 34.4K +$627.3K
3 Marvell Technology, Inc. MRVL	New	0 → 2.7K +$225.3K
4 Lockheed Martin LMT	New	0 → 375.0 +$187.2K
5 VIPS Vipshop VIPS	New	0 → - +-

Decreased Positions

Position	Shares Δ	Change
1 Cipher Mining Inc. CIFR	Sold	155.0K → 0 −$740.9K
2 Jefferies Financial Group JEF	Sold	10.0K → 0 −$546.9K
3 lululemon athletica LULU	Sold	2.2K → 0 −$532.7K
4 Vertiv Holdings Co VRT	Sold	2.5K → 0 −$316.5K
5 Actinium Pharmaceuticals ATNM	Sold	30.9K → 0 −$43.2K