# EDGAR Filing Document

**Accession Number:** 0001818897
**File Stem:** 0001818897-25-000004
**Filing Date:** 2025-7
**Character Count:** 13667
**Document Hash:** bed859c4fe851b8c8730aae797a515be
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001818897-25-000004.hdr.sgml**: 20250715

**ACCESSION NUMBER**: 0001818897-25-000004

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20250630

**FILED AS OF DATE**: 20250715

**DATE AS OF CHANGE**: 20250715

**EFFECTIVENESS DATE**: 20250715

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** AM INVESTMENT STRATEGIES LLC
- **CENTRAL INDEX KEY:** 0001818897

**ORGANIZATION NAME:**
- **EIN:** 461138534
- **STATE OF INCORPORATION:** TN
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-20313
- **FILM NUMBER:** 251123377

**BUSINESS ADDRESS:**
- **STREET 1:** 832 GEORGIA AVENUE
- **STREET 2:** STE 100
- **CITY:** CHATTANOOGA
- **STATE:** TN
- **ZIP:** 37402
- **BUSINESS PHONE:** 4234861888

**MAIL ADDRESS:**
- **STREET 1:** 832 GEORGIA AVENUE
- **STREET 2:** STE 100
- **CITY:** CHATTANOOGA
- **STATE:** TN
- **ZIP:** 37402

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 06-30-2025

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** AM INVESTMENT STRATEGIES LLC<br>**Address:** 832 GEORGIA AVENUE<br>STE 100<br>CHATTANOOGA, TN 37402

**Form 13F File Number:** 028-20313

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Amber Erwin<br>**Title:** Office Manager<br>**Phone:** 4234861888

**Signature, Place, and Date of Signing:**

Amber Erwin  Chattanooga, TN  07-15-2025<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 107

**Form 13F Information Table Value Total:** $424990000

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

---

|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| APPLE INC | COM | 037833100 |  | 61324 | 298898 | SH |  | SOLE |  | 0 | 0 | 298898 |
| ABBVIE INC | COM | 00287Y109 |  | 779 | 4197 | SH |  | SOLE |  | 0 | 0 | 4197 |
| AFLAC INC | COM | 001055102 |  | 210 | 2000 | SH |  | SOLE |  | 0 | 0 | 2000 |
| ADVANCED MICRO DEVICES INC | COM | 007903107 |  | 264 | 1865 | SH |  | SOLE |  | 0 | 0 | 1865 |
| AMGEN INC | COM | 031162100 |  | 2377 | 8515 | SH |  | SOLE |  | 0 | 0 | 8515 |
| AMAZON COM INC | COM | 023135106 |  | 44942 | 204853 | SH |  | SOLE |  | 0 | 0 | 204853 |
| APOLLO GLOBAL MGMT INC | COM | 03769M106 |  | 9358 | 65969 | SH |  | SOLE |  | 0 | 0 | 65969 |
| APOLLO COML REAL EST FIN INC | COM | 03762U105 |  | 1435 | 148248 | SH |  | SOLE |  | 0 | 0 | 148248 |
| ASML HOLDING N V | N Y REGISTRY SHS | N07059210 |  | 7549 | 9421 | SH |  | SOLE |  | 0 | 0 | 9421 |
| ASTEC INDS INC | COM | 046224101 |  | 221 | 5319 | SH |  | SOLE |  | 0 | 0 | 5319 |
| ACTINIUM PHARMACEUTICALS INC | COM | 00507W206 |  | 43 | 30872 | SH |  | SOLE |  | 0 | 0 | 30872 |
| AMERICAN EXPRESS CO | COM | 025816109 |  | 209 | 658 | SH |  | SOLE |  | 0 | 0 | 658 |
| BOEING CO | COM | 097023105 |  | 317 | 1517 | SH |  | SOLE |  | 0 | 0 | 1517 |
| ALIBABA GROUP HLDG LTD | SPONSORED ADS | 01609W102 |  | 263 | 2320 | SH |  | SOLE |  | 0 | 0 | 2320 |
| BROWN FORMAN CORP | CL B | 115637209 |  | 846 | 31451 | SH |  | SOLE |  | 0 | 0 | 31451 |
| BRISTOL-MYERS SQUIBB CO | COM | 110122108 |  | 782 | 16904 | SH |  | SOLE |  | 0 | 0 | 16904 |
| BERKSHIRE HATHAWAY INC DEL | CL A | 084670108 |  | 2186 | 3 | SH |  | SOLE |  | 0 | 0 | 3 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 |  | 60612 | 124775 | SH |  | SOLE |  | 0 | 0 | 124775 |
| ANHEUSER BUSCH INBEV SA/NV | SPONSORED ADR | 03524A108 |  | 225 | 3284 | SH |  | SOLE |  | 0 | 0 | 3284 |
| BLACKSTONE INC | COM | 09260D107 |  | 332 | 2221 | SH |  | SOLE |  | 0 | 0 | 2221 |
| CATERPILLAR INC | COM | 149123101 |  | 2082 | 5365 | SH |  | SOLE |  | 0 | 0 | 5365 |
| CBL  PPTYS INC | COMMON STOCK | 124830878 |  | 983 | 38724 | SH |  | SOLE |  | 0 | 0 | 38724 |
| CHEWY INC | CL A | 16679L109 |  | 528 | 12411 | SH |  | SOLE |  | 0 | 0 | 12411 |
| CIPHER MINING INC | COM | 17253J106 |  | 740 | 155000 | SH |  | SOLE |  | 0 | 0 | 155000 |
| COSTCO WHSL CORP NEW | COM | 22160K105 |  | 3308 | 3342 | SH |  | SOLE |  | 0 | 0 | 3342 |
| CISCO SYS INC | COM | 17275R102 |  | 498 | 7185 | SH |  | SOLE |  | 0 | 0 | 7185 |
| CHEVRON CORP NEW | COM | 166764100 |  | 776 | 5421 | SH |  | SOLE |  | 0 | 0 | 5421 |
| DANAHER CORPORATION | COM | 235851102 |  | 1012 | 5126 | SH |  | SOLE |  | 0 | 0 | 5126 |
| SPDR DOW JONES INDL AVERAGE | UT SER 1 | 78467X109 |  | 831 | 1888 | SH |  | SOLE |  | 0 | 0 | 1888 |
| DISNEY WALT CO | COM | 254687106 |  | 503 | 4083 | SH |  | SOLE |  | 0 | 0 | 4083 |
| DUKE ENERGY CORP NEW | COM NEW | 26441C204 |  | 426 | 3616 | SH |  | SOLE |  | 0 | 0 | 3616 |
| EMERSON ELEC CO | COM | 291011104 |  | 263 | 1980 | SH |  | SOLE |  | 0 | 0 | 1980 |
| ENTERPRISE PRODS PARTNERS L | COM | 293792107 |  | 3692 | 119090 | SH |  | SOLE |  | 0 | 0 | 119090 |
| ELBIT SYS LTD | ORD | M3760D101 |  | 480 | 1069 | SH |  | SOLE |  | 0 | 0 | 1069 |
| ENERGY TRANSFER L P | COM UT LTD PTN | 29273V100 |  | 429 | 23703 | SH |  | SOLE |  | 0 | 0 | 23703 |
| FIDELITY WISE ORIGIN BITCOIN | SHS | 315948109 |  | 5164 | 54947 | SH |  | SOLE |  | 0 | 0 | 54947 |
| FIRST HORIZON CORPORATION | COM | 320517105 |  | 2006 | 94635 | SH |  | SOLE |  | 0 | 0 | 94635 |
| FLOWERS FOODS INC | COM | 343498101 |  | 1408 | 88125 | SH |  | SOLE |  | 0 | 0 | 88125 |
| FIDELITY COVINGTON TRUST | MSCI FINLS IDX | 316092501 |  | 264 | 3575 | SH |  | SOLE |  | 0 | 0 | 3575 |
| GE AEROSPACE | COM NEW | 369604301 |  | 15174 | 58956 | SH |  | SOLE |  | 0 | 0 | 58956 |
| GE HEALTHCARE TECHNOLOGIES I | COMMON STOCK | 36266G107 |  | 2154 | 29085 | SH |  | SOLE |  | 0 | 0 | 29085 |
| GE VERNOVA INC | COM | 36828A101 |  | 5223 | 9872 | SH |  | SOLE |  | 0 | 0 | 9872 |
| ALPHABET INC | CAP STK CL C | 02079K107 |  | 16075 | 90620 | SH |  | SOLE |  | 0 | 0 | 90620 |
| ALPHABET INC | CAP STK CL A | 02079K305 |  | 1141 | 6477 | SH |  | SOLE |  | 0 | 0 | 6477 |
| GLOBAL PMTS INC | COM | 37940X102 |  | 749 | 9360 | SH |  | SOLE |  | 0 | 0 | 9360 |
| GOLDMAN SACHS GROUP INC | COM | 38141G104 |  | 4582 | 6475 | SH |  | SOLE |  | 0 | 0 | 6475 |
| HOME DEPOT INC | COM | 437076102 |  | 2162 | 5899 | SH |  | SOLE |  | 0 | 0 | 5899 |
| HEALTHSTREAM INC | COM | 42222N103 |  | 1597 | 57739 | SH |  | SOLE |  | 0 | 0 | 57739 |
| HUT 8 CORP | COM | 44812J104 |  | 818 | 44000 | SH |  | SOLE |  | 0 | 0 | 44000 |
| INTERNATIONAL BUSINESS MACHS | COM | 459200101 |  | 728 | 2471 | SH |  | SOLE |  | 0 | 0 | 2471 |
| ISHARES TR | CORE S ETF | 464287200 |  | 525 | 847 | SH |  | SOLE |  | 0 | 0 | 847 |
| JEFFERIES FINL GROUP INC | COM | 47233W109 |  | 546 | 10000 | SH |  | SOLE |  | 0 | 0 | 10000 |
| JOHNSON | COM | 478160104 |  | 2935 | 19218 | SH |  | SOLE |  | 0 | 0 | 19218 |
| JPMORGAN CHASE | COM | 46625H100 |  | 7475 | 25786 | SH |  | SOLE |  | 0 | 0 | 25786 |
| COCA COLA CO | COM | 191216100 |  | 1501 | 21227 | SH |  | SOLE |  | 0 | 0 | 21227 |
| ELI LILLY | COM | 532457108 |  | 1201 | 1541 | SH |  | SOLE |  | 0 | 0 | 1541 |
| LULULEMON ATHLETICA INC | COM | 550021109 |  | 532 | 2242 | SH |  | SOLE |  | 0 | 0 | 2242 |
| MCDONALDS CORP | COM | 580135101 |  | 1579 | 5407 | SH |  | SOLE |  | 0 | 0 | 5407 |
| MCKESSON CORP | COM | 58155Q103 |  | 364 | 497 | SH |  | SOLE |  | 0 | 0 | 497 |
| META PLATFORMS INC | CL A | 30303M102 |  | 16082 | 21789 | SH |  | SOLE |  | 0 | 0 | 21789 |
| MERCK  INC | COM | 58933Y105 |  | 1201 | 15178 | SH |  | SOLE |  | 0 | 0 | 15178 |
| MORGAN STANLEY | COM NEW | 617446448 |  | 3108 | 22069 | SH |  | SOLE |  | 0 | 0 | 22069 |
| MICROSOFT CORP | COM | 594918104 |  | 14352 | 28855 | SH |  | SOLE |  | 0 | 0 | 28855 |
| MICROSTRATEGY INC | CL A NEW | 594972408 |  | 579 | 1434 | SH |  | SOLE |  | 0 | 0 | 1434 |
| MICRON TECHNOLOGY INC | COM | 595112103 |  | 1220 | 9904 | SH |  | SOLE |  | 0 | 0 | 9904 |
| NEXTERA ENERGY INC | COM | 65339F101 |  | 211 | 3052 | SH |  | SOLE |  | 0 | 0 | 3052 |
| NETFLIX INC | COM | 64110L106 |  | 294 | 220 | SH |  | SOLE |  | 0 | 0 | 220 |
| NERDY INC | CL A COM | 64081V109 |  | 50 | 31140 | SH |  | SOLE |  | 0 | 0 | 31140 |
| NVIDIA CORPORATION | COM | 67066G104 |  | 9281 | 58748 | SH |  | SOLE |  | 0 | 0 | 58748 |
| OLD NATL BANCORP IND | COM | 680033107 |  | 2863 | 134163 | SH |  | SOLE |  | 0 | 0 | 134163 |
| PALO ALTO NETWORKS INC | COM | 697435105 |  | 265 | 1297 | SH |  | SOLE |  | 0 | 0 | 1297 |
| ISHARES TR | PFD AND INCM SEC | 464288687 |  | 419 | 13661 | SH |  | SOLE |  | 0 | 0 | 13661 |
| PROCTER AND GAMBLE CO | COM | 742718109 |  | 293 | 1845 | SH |  | SOLE |  | 0 | 0 | 1845 |
| PALANTIR TECHNOLOGIES INC | CL A | 69608A108 |  | 604 | 4435 | SH |  | SOLE |  | 0 | 0 | 4435 |
| PINNACLE FINL PARTNERS INC | COM | 72346Q104 |  | 1255 | 11368 | SH |  | SOLE |  | 0 | 0 | 11368 |
| INVESCO QQQ TR | UNIT SER 1 | 46090E103 |  | 1227 | 2224 | SH |  | SOLE |  | 0 | 0 | 2224 |
| THE REALREAL INC | COM | 88339P101 |  | 132 | 27572 | SH |  | SOLE |  | 0 | 0 | 27572 |
| REGIONS FINANCIAL CORP NEW | COM | 7591EP100 |  | 245 | 10455 | SH |  | SOLE |  | 0 | 0 | 10455 |
| RAYMOND JAMES FINL INC | COM | 754730109 |  | 9826 | 64071 | SH |  | SOLE |  | 0 | 0 | 64071 |
| INVESCO EXCHANGE TRADED FD T | S EQL WGT | 46137V357 |  | 1149 | 6325 | SH |  | SOLE |  | 0 | 0 | 6325 |
| RTX CORPORATION | COM | 75513E101 |  | 304 | 2084 | SH |  | SOLE |  | 0 | 0 | 2084 |
| SEACOAST BKG CORP FLA | COM NEW | 811707801 |  | 1959 | 70950 | SH |  | SOLE |  | 0 | 0 | 70950 |
| SUN LIFE FINANCIAL INC. | COM | 866796105 |  | 538 | 8109 | SH |  | SOLE |  | 0 | 0 | 8109 |
| SYNOVUS FINL CORP | COM NEW | 87161C501 |  | 1247 | 24112 | SH |  | SOLE |  | 0 | 0 | 24112 |
| SOUTHERN CO | COM | 842587107 |  | 9076 | 98838 | SH |  | SOLE |  | 0 | 0 | 98838 |
| SPDR S 500 ETF TR | TR UNIT | 78462F103 |  | 1879 | 3042 | SH |  | SOLE |  | 0 | 0 | 3042 |
| SPORTRADAR GROUP AG | CLASS A ORD SHS | H8088L103 |  | 12936 | 460690 | SH |  | SOLE |  | 0 | 0 | 460690 |
| STATE STR CORP | COM | 857477103 |  | 595 | 5596 | SH |  | SOLE |  | 0 | 0 | 5596 |
| STARWOOD PPTY TR INC | COM | 85571B105 |  | 1459 | 72726 | SH |  | SOLE |  | 0 | 0 | 72726 |
| TRUIST FINL CORP | COM | 89832Q109 |  | 3743 | 87078 | SH |  | SOLE |  | 0 | 0 | 87078 |
| TESLA INC | COM | 88160R101 |  | 15238 | 47971 | SH |  | SOLE |  | 0 | 0 | 47971 |
| TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 874039100 |  | 1511 | 6674 | SH |  | SOLE |  | 0 | 0 | 6674 |
| UBER TECHNOLOGIES INC | COM | 90353T100 |  | 490 | 5255 | SH |  | SOLE |  | 0 | 0 | 5255 |
| UNION PAC CORP | COM | 907818108 |  | 254 | 1106 | SH |  | SOLE |  | 0 | 0 | 1106 |
| UNITED PARCEL SERVICE INC | CL B | 911312106 |  | 2177 | 21573 | SH |  | SOLE |  | 0 | 0 | 21573 |
| US BANCORP DEL | COM NEW | 902973304 |  | 10427 | 230439 | SH |  | SOLE |  | 0 | 0 | 230439 |
| UNITED STS LIME  I | COM | 911922102 |  | 1497 | 15000 | SH |  | SOLE |  | 0 | 0 | 15000 |
| VISA INC | COM CL A | 92826C839 |  | 1433 | 4039 | SH |  | SOLE |  | 0 | 0 | 4039 |
| VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 |  | 807 | 3943 | SH |  | SOLE |  | 0 | 0 | 3943 |
| VIPSHOP HLDGS LTD | SPONSORED ADS A | 92763W103 |  | 150 | 10000 | SH |  | SOLE |  | 0 | 0 | 10000 |
| VERTIV HOLDINGS CO | COM CL A | 92537N108 |  | 316 | 2465 | SH |  | SOLE |  | 0 | 0 | 2465 |
| VERIZON COMMUNICATIONS INC | COM | 92343V104 |  | 1157 | 26744 | SH |  | SOLE |  | 0 | 0 | 26744 |
| WASTE MGMT INC DEL | COM | 94106L109 |  | 542 | 2369 | SH |  | SOLE |  | 0 | 0 | 2369 |
| WALMART INC | COM | 931142103 |  | 3246 | 33206 | SH |  | SOLE |  | 0 | 0 | 33206 |
| TERAWULF INC | COM | 88080T104 |  | 125 | 28600 | SH |  | SOLE |  | 0 | 0 | 28600 |
| EXXON MOBIL CORP | COM | 30231G102 |  | 299 | 2776 | SH |  | SOLE |  | 0 | 0 | 2776 |
| ZIMMER BIOMET HOLDINGS INC | COM | 98956P102 |  | 201 | 2204 | SH |  | SOLE |  | 0 | 0 | 2204 |

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