Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Aj Wealth Strategies

Latest statistics and disclosures from Aj Wealth Strategies's latest quarterly 13F-HR filing:

Top 5 stock holdings are SCHX, VOO, SGOV, QQQ, USFR, and represent 31.05% of Aj Wealth Strategies's stock portfolio.
Added to shares of these 10 stocks: VOO (+$55M), RSP (+$41M), IAU (+$32M), XLE (+$30M), SGOV (+$29M), SLV (+$15M), SCHX (+$14M), ZI (+$14M), GDX (+$12M), USFR (+$11M).
Started 24 new stock positions in LLY, SNOW, FXC, HDB, C, EQT, SHV, MRK, FIGS, LULU. DKNG, SLV, KBA, IAU, UNH, VGLT, U, GH, SPSM, Sculptor Capital Management, CIVI, GLTR, GE, APO.
Reduced shares in these 10 stocks: BIL (-$88M), FTSM (-$44M), SCHF (-$23M), USMV (-$21M), VXUS (-$12M), SPLV (-$10M), OMFL (-$7.3M), TFLO (-$6.9M), ACEL, CNYA.
Sold out of its positions in FRCB, IMPM, TLT, USRT, CNYA, Ishares Tr Ibonds Dec2023 etf, IBMM, IBTE, Ishares Ibonds Dec 2023 Term T, PBDC. SPYV, SPDR DJ Wilshire Small Cap, Skillz, Verastem, Wheels Up Experience Inc Com Cl A.
Aj Wealth Strategies was a net buyer of stock by $79M.
Aj Wealth Strategies has $2.1B in assets under management (AUM), dropping by 7.89%.
Central Index Key (CIK): 0001744073

Tip: Access up to 7 years of quarterly data

Positions held by Aj Wealth Strategies consolidated in one spreadsheet with up to 7 years of data

Download as csv

Download as Excel

Portfolio Holdings for Aj Wealth Strategies

Aj Wealth Strategies holds 297 positions in its portfolio as reported in the June 2023 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	9.6	$199M	+7%	3.8M	52.37	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	7.4	$154M	+55%	377k	407.28	View chart
Ishares Tr 0-3 Mnth Treasry (SGOV)	6.4	$133M	+28%	1.3M	100.63	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	3.9	$81M		218k	369.42	View chart
Wisdomtree Tr Floatng Rat Trea (USFR)	3.7	$77M	+16%	1.5M	50.32	View chart
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL)	3.6	$74M	-9%	1.5M	48.98	View chart
Spdr Ser Tr Bloomberg 3-12 M (BILS)	3.3	$68M	+2%	682k	99.46	View chart
Ishares Tr Core Us Aggbd Et (AGG)	3.2	$66M	+10%	673k	97.95	View chart
Schwab Strategic Tr Intl Eqty Etf (SCHF)	3.0	$62M	-27%	1.7M	35.65	View chart
Schwab Strategic Tr Us Mid-cap Etf (SCHM)	3.0	$61M	+3%	862k	71.03	View chart
Schwab Strategic Tr Us Sml Cap Etf (SCHA)	2.8	$58M		1.3M	43.80	View chart
Ishares Tr Msci Usa Min Vol (USMV)	2.7	$56M	-27%	750k	74.33	View chart
Ishares Tr National Mun Etf (MUB)	2.4	$50M		465k	106.73	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	2.2	$45M	+1026%	303k	149.64	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.9	$39M		88k	443.28	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	1.7	$35M	-24%	623k	56.08	View chart
Vaneck Etf Trust Gold Miners Etf (GDX)	1.7	$35M	+53%	1.2M	30.11	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	1.6	$34M		347k	97.11	View chart
Ishares Tr TRS FLT RT BD (TFLO)	1.6	$33M	-17%	651k	50.67	View chart
Ishares Gold Tr Ishares New (IAU)	1.5	$32M	NEW	868k	36.39	View chart
Select Sector Spdr Tr Energy (XLE)	1.5	$31M	+3479%	381k	81.17	View chart
Vanguard Specialized Funds Div App Etf (VIG)	1.2	$25M	+10%	155k	162.43	View chart
Vanguard Malvern Fds Strm Infproidx (VTIP)	1.2	$25M	+33%	531k	47.42	View chart
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	1.2	$24M		324k	74.95	View chart
Spdr Ser Tr Portfoli S&p1500 (SPTM)	1.1	$22M	+16%	410k	54.44	View chart
Vanguard Index Fds Mid Cap Etf (VO)	0.9	$19M	-4%	88k	220.16	View chart
First Tr Exchange-traded First Tr Enh New (FTSM)	0.9	$18M	-71%	300k	59.41	View chart
Zoominfo Technologies Common Stock (ZI)	0.8	$17M	+404%	670k	25.39	View chart
Vanguard Index Fds Small Cp Etf (VB)	0.7	$15M		77k	198.89	View chart
Ishares Silver Tr Ishares (SLV)	0.7	$15M	NEW	719k	20.89	View chart
Apple (AAPL)	0.7	$14M	+3%	71k	193.97	View chart
Ishares Tr Mbs Etf (MBB)	0.7	$14M	+15%	146k	93.26	View chart
Microsoft Corporation (MSFT)	0.7	$14M	+3%	40k	340.54	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.6	$13M	-43%	207k	62.81	View chart
Amazon (AMZN)	0.6	$13M		98k	130.36	View chart
Corcept Therapeutics Incorporated (CORT)	0.5	$11M		510k	22.25	View chart
Flexshares Tr Iboxx 3r Targt (TDTT)	0.5	$11M	+109%	477k	23.53	View chart
Alphabet Cap Stk Cl C (GOOG)	0.5	$11M		92k	120.97	View chart
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)	0.5	$10M	-89%	114k	91.82	View chart
Vanguard World Fds Energy Etf (VDE)	0.5	$10M	+169%	91k	112.89	View chart
Super Group Sghc Ord Shs (SGHC)	0.5	$9.7M		3.3M	2.90	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.4	$8.9M		41k	220.28	View chart
Airbnb Com Cl A (ABNB)	0.4	$8.9M	+70%	69k	128.16	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.4	$8.8M	-4%	44k	202.72	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.4	$8.7M		190k	45.99	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.4	$8.2M		18k	445.72	View chart
Pimco Etf Tr 1-5 Us Tip Idx (STPZ)	0.4	$7.5M		149k	50.30	View chart
Sixth Street Specialty Lending (TSLX)	0.3	$6.8M	+20%	363k	18.69	View chart
Vaneck Etf Trust Intrmdt Muni Etf (ITM)	0.3	$6.3M		136k	46.07	View chart
Spdr Gold Tr Gold Shs (GLD)	0.3	$6.2M	-7%	35k	178.27	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	0.3	$5.8M		79k	72.62	View chart
Meta Platforms Cl A (META)	0.3	$5.6M		20k	286.98	View chart
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)	0.3	$5.6M		56k	99.76	View chart
Marathon Oil Corporation (MRO)	0.3	$5.3M		228k	23.02	View chart
Vaneck Etf Trust Junior Gold Mine (GDXJ)	0.3	$5.2M		145k	35.66	View chart
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)	0.2	$5.0M		100k	50.14	View chart
Berkshire Hathaway Inc Del Cl A (BRK.A)	0.2	$4.7M		9.00	517810.00	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.2	$4.5M	-10%	37k	122.58	View chart
Devon Energy Corporation (DVN)	0.2	$4.5M		93k	48.34	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	0.2	$4.3M		32k	134.87	View chart
Ishares Tr Calif Mun Bd Etf (CMF)	0.2	$4.2M		73k	56.95	View chart
Spdr Dow Jones Indl Average Ut Ser 1 (DIA)	0.2	$4.1M		12k	343.86	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.2	$3.9M		33k	119.70	View chart
Invesco Currencyshares Cdn D CDN DLR SHS (FXC)	0.2	$3.8M	NEW	52k	73.91	View chart
Red Rock Resorts Cl A (RRR)	0.2	$3.8M		80k	46.78	View chart
Ishares Tr Core Msci Intl (IDEV)	0.2	$3.6M		59k	61.12	View chart
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)	0.2	$3.4M		66k	51.70	View chart
NVIDIA Corporation (NVDA)	0.2	$3.3M	+4%	7.8k	423.02	View chart
Championx Corp (CHX)	0.2	$3.3M		106k	31.04	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	0.2	$3.2M		12k	261.49	View chart
Hca Holdings (HCA)	0.2	$3.2M	-15%	10k	303.48	View chart
Diamondback Energy (FANG)	0.1	$3.1M	-7%	24k	131.36	View chart
JPMorgan Chase & Co. (JPM)	0.1	$3.0M		21k	145.44	View chart
Ishares Tr Intl Sel Div Etf (IDV)	0.1	$3.0M		112k	26.33	View chart
Halliburton Company (HAL)	0.1	$2.9M		87k	32.99	View chart
Xometry Class A Com (XMTR)	0.1	$2.8M		133k	21.18	View chart
Vanguard Bd Index Fds Short Trm Bond (BSV)	0.1	$2.8M		37k	75.57	View chart
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)	0.1	$2.8M		68k	40.55	View chart
Nu Hldgs Ord Shs Cl A (NU)	0.1	$2.6M	+71%	327k	7.89	View chart
Potbelly (PBPB)	0.1	$2.6M	-9%	293k	8.78	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$2.6M	+3%	7.5k	341.00	View chart
Ishares Core Msci Emkt (IEMG)	0.1	$2.6M		52k	49.29	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$2.5M		46k	55.33	View chart
Accel Entertainment Com Cl A1 (ACEL)	0.1	$2.5M	-51%	235k	10.56	View chart
Select Sector Spdr Tr Technology (XLK)	0.1	$2.3M	-7%	13k	173.86	View chart
Costco Wholesale Corporation (COST)	0.1	$2.3M		4.3k	538.38	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.1	$2.3M		14k	161.19	View chart
Ishares Tr Ishs 1-5yr Invs (IGSB)	0.1	$2.3M	-4%	46k	50.17	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$2.3M	+3%	12k	187.28	View chart
Plains All Amern Pipeline L Unit Ltd Partn (PAA)	0.1	$2.1M		151k	14.10	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.1	$2.1M		7.7k	275.18	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.1	$2.1M		20k	104.04	View chart
salesforce (CRM)	0.1	$2.0M		9.6k	211.26	View chart
Dropbox Cl A (DBX)	0.1	$2.0M		76k	26.67	View chart
Vanguard Index Fds Growth Etf (VUG)	0.1	$2.0M		7.0k	282.98	View chart
Vanguard Index Fds Value Etf (VTV)	0.1	$1.9M		14k	142.10	View chart
Invesco Exchange Traded Fd T Intl Divi Achi (PID)	0.1	$1.9M		108k	18.05	View chart
Visa Com Cl A (V)	0.1	$1.9M	+2%	8.0k	237.49	View chart
Kraneshares Tr Bosera Msci Chin (KBA)	0.1	$1.8M	NEW	80k	23.15	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.1	$1.8M		45k	39.56	View chart
Clear Channel Outdoor Holdings (CCO)	0.1	$1.7M		1.3M	1.37	View chart
Ishares Tr Msci Usa Esg Slc (SUSA)	0.1	$1.7M		18k	93.64	View chart
Abrdn Precious Metals Basket Physcl Precs Met (GLTR)	0.1	$1.7M	NEW	19k	86.76	View chart
Proshares Tr Large Cap Cre (CSM)	0.1	$1.6M		30k	51.02	View chart
Comcast Corp Cl A (CMCSA)	0.1	$1.5M		37k	41.55	View chart
Goldman Sachs (GS)	0.1	$1.5M	-36%	4.7k	322.54	View chart
Select Sector Spdr Tr Sbi Int-utils (XLU)	0.1	$1.5M	-11%	23k	65.44	View chart
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)	0.1	$1.5M		7.3k	201.56	View chart
Blade Air Mobility Cl A Com (BLDE)	0.1	$1.5M		373k	3.94	View chart
Ishares Tr Msci Kld400 Soc (DSI)	0.1	$1.4M		17k	84.17	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	0.1	$1.4M	-11%	34k	40.68	View chart
Magnite Ord (MGNI)	0.1	$1.4M		100k	13.65	View chart
Proshares Tr S&p 500 Dv Arist (NOBL)	0.1	$1.4M		14k	94.28	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.1	$1.3M		13k	99.65	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	0.1	$1.3M	-14%	28k	46.18	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$1.3M		13k	96.98	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.1	$1.3M		5.2k	243.73	View chart
Servicenow (NOW)	0.1	$1.2M		2.2k	561.97	View chart
Vanguard Scottsdale Fds Long Term Treas (VGLT)	0.1	$1.2M	NEW	19k	63.53	View chart
Global X Fds Glbl X Mlp Etf (MLPA)	0.1	$1.2M		28k	42.93	View chart
Listed Fd Tr Horizon Kinetics (INFL)	0.1	$1.2M	+14%	38k	30.57	View chart
Doordash Cl A (DASH)	0.1	$1.1M	+165%	15k	76.42	View chart
Mfa Finl (MFA)	0.1	$1.1M		94k	11.24	View chart
American Intl Group Com New (AIG)	0.1	$1.0M		18k	57.54	View chart
Jefferies Finl Group (JEF)	0.1	$1.0M	+27%	31k	33.17	View chart
Wisdomtree Tr Yield Enhancd Us (AGGY)	0.0	$1.0M	-8%	24k	43.09	View chart
Wal-Mart Stores (WMT)	0.0	$1.0M	+5%	6.5k	157.19	View chart
Charles Schwab Corporation (SCHW)	0.0	$1.0M		18k	56.68	View chart
Playa Hotels & Resorts Nv SHS (PLYA)	0.0	$1.0M		123k	8.14	View chart
Spotify Technology S A SHS (SPOT)	0.0	$992k		6.2k	160.55	View chart
ConocoPhillips (COP)	0.0	$991k	+2%	9.6k	103.61	View chart
Ishares Tr Rus Md Cp Gr Etf (IWP)	0.0	$988k		10k	96.63	View chart
Mongodb Cl A (MDB)	0.0	$982k		2.4k	410.99	View chart
Walt Disney Company (DIS)	0.0	$972k	-17%	11k	89.28	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	0.0	$957k	-30%	14k	67.09	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.0	$925k	-64%	14k	67.50	View chart
Blackstone Mtg Tr Com Cl A (BXMT)	0.0	$923k		44k	20.81	View chart
Axon Enterprise (AXON)	0.0	$903k	+2%	4.6k	195.12	View chart
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR)	0.0	$887k		9.5k	93.74	View chart
Archer Aviation Com Cl A (ACHR)	0.0	$861k		209k	4.12	View chart
Chipotle Mexican Grill (CMG)	0.0	$860k		402.00	2139.00	View chart
Ishares Tr Tips Bd Etf (TIP)	0.0	$860k		8.0k	107.62	View chart
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX)	0.0	$853k	-25%	75k	11.37	View chart
Carrols Restaurant	0.0	$821k		163k	5.04	View chart
Heritage Commerce (HTBK)	0.0	$820k		99k	8.28	View chart
Spdr Ser Tr Portfolio S&p600 (SPSM)	0.0	$816k	NEW	21k	38.84	View chart
Ishares Tr Pfd And Incm Sec (PFF)	0.0	$812k		26k	30.93	View chart
Wisdomtree Tr Cloud Computng (WCLD)	0.0	$761k		24k	31.70	View chart
Kimbell Rty Partners Unit (KRP)	0.0	$756k	-13%	51k	14.71	View chart
SM Energy (SM)	0.0	$710k		22k	31.63	View chart
Nextera Energy (NEE)	0.0	$706k	+2%	9.5k	74.20	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.0	$704k		4.5k	157.83	View chart
Aberdeen Global Dynamic Divd F (AGD)	0.0	$692k		73k	9.54	View chart
Ares Capital Corporation (ARCC)	0.0	$687k		37k	18.79	View chart
Zimmer Holdings (ZBH)	0.0	$684k		4.7k	145.60	View chart
Select Sector Spdr Tr Financial (XLF)	0.0	$661k		20k	33.71	View chart
Exxon Mobil Corporation (XOM)	0.0	$660k	+10%	6.2k	107.25	View chart
Energy Transfer Com Ut Ltd Ptn (ET)	0.0	$653k	-18%	51k	12.70	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.0	$652k		8.9k	72.93	View chart
PG&E Corporation (PCG)	0.0	$642k		37k	17.28	View chart
Zoom Video Communications In Cl A (ZM)	0.0	$641k		9.4k	67.88	View chart
Invesco Exch Trd Slf Idx Rusl 2000 Dynm (OMFS)	0.0	$624k		17k	36.23	View chart
Ngl Energy Partners Com Unit Repst (NGL)	0.0	$624k		160k	3.89	View chart
Civitas Resources Com New (CIVI)	0.0	$617k	NEW	8.9k	69.37	View chart
Ishares Tr New York Mun Etf (NYF)	0.0	$616k		12k	53.26	View chart
Coinbase Global Com Cl A (COIN)	0.0	$615k		8.6k	71.55	View chart
Enstar Group SHS (ESGR)	0.0	$611k		2.5k	244.24	View chart
Ishares Tr Expanded Tech (IGV)	0.0	$606k		1.8k	345.91	View chart
Hubspot (HUBS)	0.0	$602k		1.1k	532.09	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	0.0	$594k		7.1k	83.56	View chart
Accolade (ACCD)	0.0	$587k		44k	13.47	View chart
CBOE Holdings (CBOE)	0.0	$586k		4.2k	138.01	View chart
Vanguard World Fds Financials Etf (VFH)	0.0	$579k		7.1k	81.24	View chart
Vaneck Etf Trust Oil Services Etf (OIH)	0.0	$555k		1.9k	287.60	View chart
Wells Fargo & Company (WFC)	0.0	$555k	+14%	13k	42.68	View chart
Ishares Tr Msci Intl Qualty (IQLT)	0.0	$544k		15k	35.60	View chart
Four Corners Ppty Tr (FCPT)	0.0	$537k		21k	25.40	View chart
Ubs Group SHS (UBS)	0.0	$533k		26k	20.27	View chart
Chevron Corporation (CVX)	0.0	$532k	+8%	3.4k	157.34	View chart
Center Coast Brkfld Mlp Enrg Shs Ben Int	0.0	$532k		27k	19.46	View chart
Wisdomtree Tr Intl Qulty Div (IQDG)	0.0	$524k		15k	34.41	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.0	$512k		4.8k	106.06	View chart
Schwab Strategic Tr Internl Divid (SCHY)	0.0	$500k		21k	23.94	View chart
Tesla Motors (TSLA)	0.0	$490k	+10%	1.9k	261.77	View chart
Simplify Exchange Traded Fun Managed Futures (CTA)	0.0	$484k		19k	25.50	View chart
Toast Cl A (TOST)	0.0	$482k	+51%	21k	22.57	View chart
Tempur-Pedic International (TPX)	0.0	$481k		12k	40.07	View chart
Genius Sports Shares Cl A (GENI)	0.0	$464k		75k	6.19	View chart
Schwab Strategic Tr Us Aggregate B (SCHZ)	0.0	$463k		10k	46.16	View chart
Mastercard Incorporated Cl A (MA)	0.0	$462k	-2%	1.2k	393.30	View chart
Block Cl A (SQ)	0.0	$455k		6.8k	66.57	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	0.0	$440k		7.2k	61.01	View chart
Unity Software (U)	0.0	$440k	NEW	10k	43.42	View chart
Johnson & Johnson (JNJ)	0.0	$433k	+15%	2.6k	165.50	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.0	$432k	+15%	5.3k	81.08	View chart
Texas Instruments Incorporated (TXN)	0.0	$422k	+5%	2.3k	180.05	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)	0.0	$417k		871.00	478.75	View chart
PerkinElmer (RVTY)	0.0	$415k		3.5k	118.79	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.0	$414k		5.9k	70.48	View chart
Marathon Petroleum Corp (MPC)	0.0	$413k	+3%	3.5k	116.61	View chart
Vanguard World Fds Utilities Etf (VPU)	0.0	$412k		2.9k	142.17	View chart
Vanguard Scottsdale Fds Short Term Treas (VGSH)	0.0	$400k		6.9k	57.73	View chart
Vanguard Intl Equity Index F Ftse Europe Etf (VGK)	0.0	$399k		6.5k	61.70	View chart
Vaneck Etf Trust Bdc Income Etf (BIZD)	0.0	$399k	-18%	26k	15.36	View chart
Dbx Etf Tr Xtrack Hrvst Csi (ASHR)	0.0	$397k		15k	26.76	View chart
CenterPoint Energy (CNP)	0.0	$394k		14k	29.15	View chart
Okta Cl A (OKTA)	0.0	$392k		5.7k	69.35	View chart
Morgan Stanley Com New (MS)	0.0	$391k	+3%	4.6k	85.40	View chart
Martin Marietta Materials (MLM)	0.0	$386k	+2%	837.00	461.69	View chart
Robinhood Mkts Com Cl A (HOOD)	0.0	$383k		38k	9.98	View chart
Pdd Holdings Sponsored Ads (PDD)	0.0	$373k	+2%	5.4k	69.14	View chart
Natera (NTRA)	0.0	$370k		7.6k	48.66	View chart
Ginkgo Bioworks Holdings Cl A Shs (DNA)	0.0	$367k		197k	1.86	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	0.0	$365k	-11%	12k	31.00	View chart
Vipshop Holdings Sponsored Ads A (VIPS)	0.0	$361k		22k	16.50	View chart
Kayne Anderson MLP Investment (KYN)	0.0	$358k	+2%	44k	8.14	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.0	$357k		6.6k	54.41	View chart
Cisco Systems (CSCO)	0.0	$339k	+4%	6.6k	51.74	View chart
Blackrock Income Tr Com New (BKT)	0.0	$338k		28k	12.17	View chart
Alibaba Group Hldg Sponsored Ads (BABA)	0.0	$335k	-27%	4.0k	83.35	View chart
Ford Motor Company (F)	0.0	$332k	+2%	22k	15.13	View chart
Invesco Exch Traded Fd Tr Ii Ftse Rafi Dev (PXF)	0.0	$316k		7.0k	44.96	View chart
Ishares Tr Rus Mdcp Val Etf (IWS)	0.0	$314k		2.9k	109.84	View chart
Tillys Cl A (TLYS)	0.0	$314k		45k	7.01	View chart
Draftkings Com Cl A (DKNG)	0.0	$313k	NEW	12k	26.57	View chart
Spdr Ser Tr Nuveen Blmbrg Sh (SHM)	0.0	$311k		6.6k	47.05	View chart
Southwestern Energy Company	0.0	$308k		51k	6.01	View chart
Service Corporation International (SCI)	0.0	$306k		4.7k	64.59	View chart
Ichor Holdings SHS (ICHR)	0.0	$306k		8.2k	37.50	View chart
Ishares Tr Us Aer Def Etf (ITA)	0.0	$305k		2.6k	116.67	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	0.0	$304k		1.8k	165.43	View chart
Vanguard Index Fds Mcap Vl Idxvip (VOE)	0.0	$302k	-25%	2.2k	138.37	View chart
Home Depot (HD)	0.0	$300k	+20%	965.00	310.70	View chart
Dbx Etf Tr Xtrack Msci All (DBAW)	0.0	$299k	-5%	10k	28.95	View chart
Invesco Db Multi-sector Comm Oil Fd (DBO)	0.0	$298k		21k	14.12	View chart
Vanguard Scottsdale Fds Int-term Corp (VCIT)	0.0	$295k		3.7k	79.03	View chart
Procter & Gamble Company (PG)	0.0	$294k	+14%	1.9k	151.71	View chart
Proshares Tr Pshs Ultsh 20yrs (TBT)	0.0	$293k		10k	29.40	View chart
Eli Lilly & Co. (LLY)	0.0	$291k	NEW	620.00	469.10	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.0	$290k		3.0k	97.84	View chart
Activision Blizzard	0.0	$289k	-25%	3.4k	84.30	View chart
Vanguard World Fds Inf Tech Etf (VGT)	0.0	$289k		654.00	442.11	View chart
Guardant Health (GH)	0.0	$288k	NEW	8.0k	35.80	View chart
Boeing Company (BA)	0.0	$287k	+3%	1.4k	211.18	View chart
Palo Alto Networks (PANW)	0.0	$286k		1.1k	255.51	View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ)	0.0	$286k	+4%	6.0k	47.87	View chart
Hertz Global Hldgs *w Exp 06/30/205 (HTZWW)	0.0	$282k		28k	10.09	View chart
Nmi Hldgs Cl A (NMIH)	0.0	$280k		11k	25.82	View chart
International Business Machines (IBM)	0.0	$277k	+4%	2.1k	133.78	View chart
Spdr Ser Tr S&p Telecom (XTL)	0.0	$274k		3.5k	77.59	View chart
Global X Fds Global X Copper (COPX)	0.0	$272k		7.2k	37.65	View chart
Snowflake Cl A (SNOW)	0.0	$269k	NEW	1.5k	175.98	View chart
Direxion Shs Etf Tr Nas100 Eql Wgt (QQQE)	0.0	$269k	-23%	3.5k	76.98	View chart
Ishares Tr China Lg-cap Etf (FXI)	0.0	$268k		9.8k	27.19	View chart
Endeavor Group Hldgs Cl A Com (EDR)	0.0	$266k		11k	23.92	View chart
Invesco Exch Traded Fd Tr Ii Rusel 1000 Eql (EQAL)	0.0	$262k		6.3k	41.84	View chart
Ishares Msci Gbl Etf New (PICK)	0.0	$261k		6.5k	40.46	View chart
Progyny (PGNY)	0.0	$252k		6.4k	39.34	View chart
American Tower Reit (AMT)	0.0	$247k	+4%	1.3k	193.94	View chart
Invesco Exchange Traded Fd T Dynmc Media (GGME)	0.0	$247k		7.1k	34.58	View chart
Ishares Tr Short Treas Bd (SHV)	0.0	$245k	NEW	2.2k	110.45	View chart
Lululemon Athletica (LULU)	0.0	$242k	NEW	640.00	378.50	View chart
Palantir Technologies Cl A (PLTR)	0.0	$238k		16k	15.33	View chart
Nuveen Ins Ny Tx Fr Adv Mun (NRK)	0.0	$238k		23k	10.35	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Ex Rat (XRLV)	0.0	$238k	-3%	5.0k	47.73	View chart
Apollo Global Mgmt (APO)	0.0	$237k	NEW	3.1k	76.81	View chart
Merck & Co (MRK)	0.0	$234k	NEW	2.0k	115.40	View chart
Duolingo Cl A Com (DUOL)	0.0	$232k		1.6k	142.94	View chart
Lockheed Martin Corporation (LMT)	0.0	$230k	+8%	499.00	460.23	View chart
Blackstone Group Inc Com Cl A (BX)	0.0	$229k	+3%	2.5k	92.98	View chart
General Electric Com New (GE)	0.0	$219k	NEW	2.0k	109.88	View chart
Global X Fds Msci China Cnsmr (CHIQ)	0.0	$218k		12k	18.04	View chart
EQT Corporation (EQT)	0.0	$217k	NEW	5.3k	41.13	View chart
UnitedHealth (UNH)	0.0	$216k	NEW	449.00	480.59	View chart
Ishares Tr Core Div Grwth (DGRO)	0.0	$213k		4.1k	51.53	View chart
Eaton Vance New York Municipal Bond Fund (ENX)	0.0	$212k		23k	9.40	View chart
Pfizer (PFE)	0.0	$211k		5.7k	36.68	View chart
Blackrock Kelso Capital	0.0	$210k		64k	3.28	View chart
Vanguard Bd Index Fds Intermed Term (BIV)	0.0	$208k		2.8k	75.22	View chart
Hdfc Bank Sponsored Ads (HDB)	0.0	$207k	NEW	3.0k	69.70	View chart
Agnc Invt Corp Com reit (AGNC)	0.0	$206k	+3%	20k	10.13	View chart
Catalyst Pharmaceutical Partners (CPRX)	0.0	$205k		15k	13.44	View chart
Citigroup Com New (C)	0.0	$201k	NEW	4.4k	46.04	View chart
Finvolution Group Sponsored Ads (FINV)	0.0	$191k		42k	4.60	View chart
Golub Capital BDC (GBDC)	0.0	$171k	+2%	13k	13.50	View chart
Figs Cl A (FIGS)	0.0	$149k	NEW	18k	8.27	View chart
Olo Cl A (OLO)	0.0	$123k		19k	6.46	View chart
Comstock Resources (CRK)	0.0	$119k		10k	11.60	View chart
Tpg Re Finance Trust Inc reit (TRTX)	0.0	$118k	+7%	16k	7.41	View chart
Biovie Cl A New (BIVI)	0.0	$101k	+52%	24k	4.31	View chart
Sculptor Cap Mgmt Com Cl A	0.0	$101k	NEW	11k	8.83	View chart
BRC Com Cl A (BRCC)	0.0	$76k		15k	5.16	View chart
The Original Bark Company (BARK)	0.0	$46k		34k	1.33	View chart
Thredup Cl A (TDUP)	0.0	$33k		13k	2.44	View chart
Danimer Scientific Com Cl A (DNMR)	0.0	$29k		12k	2.38	View chart
Flj Group Spon Ads	0.0	$5.3k	-41%	18k	0.30	View chart
Tempo Automation Holdings In (TMPOQ)	0.0	$3.9k		10k	0.38	View chart

Past Filings by Aj Wealth Strategies

SEC 13F filings are viewable for Aj Wealth Strategies going back to 2018

Aj Wealth Strategies 2023 Q2 filed July 20, 2023
Aj Wealth Strategies 2023 Q1 filed April 28, 2023
Aj Wealth Strategies 2022 Q4 filed Jan. 25, 2023
Aj Wealth Strategies 2022 Q3 filed Oct. 27, 2022
Aj Wealth Strategies 2022 Q2 filed Aug. 4, 2022
Aj Wealth Strategies 2022 Q1 filed May 13, 2022
Aj Wealth Strategies 2021 Q4 filed Jan. 26, 2022
Aj Wealth Strategies 2021 Q3 filed Oct. 20, 2021
Aj Wealth Strategies 2021 Q2 filed Aug. 16, 2021
Aj Wealth Strategies 2021 Q1 filed May 6, 2021
Aj Wealth Strategies 2020 Q4 filed Feb. 16, 2021
Aj Wealth Strategies 2020 Q3 filed Nov. 16, 2020
Aj Wealth Strategies 2020 Q2 filed Aug. 14, 2020
Aj Wealth Strategies 2020 Q1 filed May 15, 2020
Aj Wealth Strategies 2019 Q4 filed Feb. 14, 2020
Aj Wealth Strategies 2019 Q3 filed Nov. 26, 2019

View all past filings

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z