Account Management LLC Top Holdings and 13F Report (2024) → Must-See: Elon’s New Invention is Absolutely Insane (From InvestorPlace) (Ad) About Account Management LLCInvestment ActivityAccount Management LLC has $92.59 million in total holdings as of March 31, 2024.Account Management LLC owns shares of 24 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 2.35% of the portfolio was purchased this quarter.About 2.30% of the portfolio was sold this quarter.This quarter, Account Management LLC has purchased 24 new stocks and bought additional shares in 3 stocks.Account Management LLC sold shares of 5 stocks and completely divested from 1 stock this quarter.Largest Holdings Berkshire Hathaway $22,381,336Blackstone $12,044,133Enterprise Products Partners $8,239,848ASML $7,120,338O'Reilly Automotive $5,587,956 Largest New Holdings this Quarter Boeing $231,588 Holding Largest Purchases this Quarter American Tower 8,750 shares (about $1.73M)Boeing 1,200 shares (about $231.59K)Enterprise Products Partners 4,000 shares (about $116.72K)NextEra Energy 1,500 shares (about $95.86K) Largest Sales this Quarter Fortinet 7,750 shares (about $529.40K)Walt Disney 3,320 shares (about $406.24K)Blackstone 1,490 shares (about $195.74K)Roper Technologies 13 shares (about $7.29K)Zoetis 30 shares (about $5.08K) Sector Allocation Over TimeMap of 500 Largest Holdings ofAccount Management LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorBRK.BBerkshire Hathaway$22,381,3360.0%53,22324.2%FinanceBXBlackstone$12,044,133$195,741 ▼-1.6%91,68113.0%FinanceEPDEnterprise Products Partners$8,239,848$116,720 ▲1.4%282,3808.9%Oils/EnergyASMLASML$7,120,3380.0%7,3377.7%Computer and TechnologyORLYO'Reilly Automotive$5,587,9560.0%4,9506.0%Retail/WholesaleINTUIntuit$5,381,3500.0%8,2795.8%Computer and TechnologyNEENextEra Energy$4,547,516$95,865 ▲2.2%71,1554.9%UtilitiesJPMJPMorgan Chase & Co.$4,449,6650.0%22,2154.8%FinanceAMTAmerican Tower$4,164,209$1,728,912 ▲71.0%21,0754.5%FinanceTMUST-Mobile US$3,804,1690.0%23,3074.1%Computer and TechnologyFTNTFortinet$3,061,518$529,403 ▼-14.7%44,8183.3%Computer and TechnologyDISWalt Disney$2,752,243$406,235 ▼-12.9%22,4933.0%Consumer DiscretionaryMSFTMicrosoft$2,177,2260.0%5,1752.4%Computer and TechnologyADBEAdobe$1,609,6740.0%3,1901.7%Computer and TechnologyADIAnalog Devices$1,014,4650.0%5,1291.1%Computer and TechnologyZTSZoetis$892,583$5,076 ▼-0.6%5,2751.0%MedicalGLDSPDR Gold Shares$861,9670.0%4,1900.9%FinanceROPRoper Technologies$679,738$7,291 ▼-1.1%1,2120.7%Computer and TechnologySPROTT PHYSICAL GOLD TR$435,0950.0%25,1500.5%UNITAMZNAmazon.com$371,5830.0%2,0600.4%Retail/WholesaleCRMSalesforce$292,1450.0%9700.3%Computer and TechnologyGOOGAlphabet$258,8420.0%1,7000.3%Computer and TechnologyPJTPJT Partners$235,5560.0%2,4990.3%FinanceBABoeing$231,588$231,588 ▲New Holding1,2000.3%AerospaceCAECAE$0$988,282 ▼-100.0%00.0%AerospaceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data: SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools: Best-in-Class Portfolio Monitoring View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. Compare your portfolio performance to leading indices and get personalized stock ideas based on your portfolio. Stock Ideas and Recommendations Get daily stock ideas from top-performing Wall Street analysts. Get short term trading ideas from the MarketBeat Idea Engine. View which stocks are hot on social media with MarketBeat's trending stocks report. Advanced Stock Screeners and Research Tools Identify stocks that meet your criteria using seven unique stock screeners. See what's happening in the market right now with MarketBeat's real-time news feed. 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