Aj Wealth Strategies

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

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

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Portfolio Holdings for Aj Wealth Strategies

Companies in the Aj Wealth Strategies portfolio as of the September 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 13.4 $248M +6% 2.4M 104.03
Ishares Tr Core Us Aggbd Et (AGG) 9.8 $182M +7% 1.6M 114.83
Invesco Qqq Tr Unit Ser 1 (QQQ) 7.6 $141M +3% 393k 357.96
Schwab Strategic Tr Intl Eqty Etf (SCHF) 6.5 $120M +9% 3.1M 38.70
Vanguard Index Fds S&p 500 Etf Shs (VOO) 6.3 $117M +14% 298k 394.40
Ishares Tr Msci Usa Min Vol (USMV) 4.9 $91M +8% 1.2M 73.50
Spdr Ser Tr Bloomberg Srt Tr (SJNK) 4.1 $76M +4% 2.8M 27.39
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 4.0 $74M +11% 969k 76.66
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 3.6 $67M +10% 673k 100.10
Ishares Tr Msci Usa Qlt Fct (QUAL) 3.1 $57M +6% 432k 131.73
Ishares Tr Mortge Rel Etf (REM) 2.6 $49M +15% 1.3M 36.18
Bill Com Holdings Ord (BILL) 1.6 $29M NEW 110k 266.95
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.4 $26M -10% 61k 429.14
Vanguard Index Fds Total Stk Mkt (VTI) 1.1 $20M +54% 91k 222.06
Ishares Tr Mbs Etf (MBB) 1.0 $18M -5% 166k 108.14
Vanguard Bd Index Fds Intermed Term (BIV) 0.9 $17M -25% 186k 89.44
Spdr Ser Tr S&p Divid Etf (SDY) 0.8 $15M +165% 126k 117.55
Ishares Tr Core 1 5 Yr Usd (ISTB) 0.7 $14M +49% 270k 51.07
Vanguard Specialized Funds Div App Etf (VIG) 0.7 $13M +117% 85k 153.60
Amazon (AMZN) 0.7 $13M +8% 3.9k 3284.97
Alphabet Cap Stk Cl C (GOOG) 0.7 $13M +4% 4.7k 2665.12
J P Morgan Exchange-traded F Ultra Shrt Inc (JPST) 0.7 $12M +43% 239k 50.72
Facebook Cl A (FB) 0.6 $12M +6% 35k 339.38
Microsoft Corporation (MSFT) 0.6 $11M +5% 40k 281.93
Invesco Actively Managed Etf Var Rate Invt (VRIG) 0.6 $11M +68% 435k 25.12
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR) 0.6 $11M +67% 107k 101.82
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA) 0.6 $11M +68% 217k 50.18
JPMorgan Chase & Co. (JPM) 0.6 $11M 65k 163.70
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.6 $10M +199% 110k 94.41
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.5 $8.8M 119k 74.24
Invesco Exchange Traded Fd T Intl Divi Achi (PID) 0.5 $8.7M +86% 496k 17.57
Invesco Exchange Traded Fd T Finl Pfd Etf (PGF) 0.5 $8.5M +61% 446k 18.95
Apple (AAPL) 0.4 $8.2M +4% 58k 141.50
Invesco Exch Trd Slf Idx Bulshs 2021 Hy 0.4 $8.0M -5% 347k 22.99
Corcept Therapeutics Incorporated (CORT) 0.4 $7.8M 396k 19.68
Ssga Active Etf Tr Spdr Tr Tactic (TOTL) 0.4 $7.4M -2% 154k 48.32
Accel Entertainment Com Cl A1 (ACEL) 0.4 $6.9M -11% 568k 12.14
Invesco Exch Trd Slf Idx Bulshs 2022 Hy (BSJM) 0.4 $6.8M -10% 291k 23.24
Vaneck Etf Trust Intrmdt Muni Etf (ITM) 0.4 $6.8M -13% 132k 51.24
Sixth Street Specialty Lending (TSLX) 0.4 $6.6M +17% 298k 22.21
salesforce (CRM) 0.3 $6.3M -11% 23k 271.24
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.3 $5.2M -7% 97k 54.26
Ishares Tr Pfd And Incm Sec (PFF) 0.3 $5.2M +62% 135k 38.81
Ishares Tr Core S&p500 Etf (IVV) 0.3 $5.2M +4% 12k 430.85
Zoominfo Technologies Com Cl A (ZI) 0.3 $4.9M +168% 80k 61.19
Cloudera 0.3 $4.7M 294k 15.97
Alphabet Cap Stk Cl A (GOOGL) 0.3 $4.7M 1.7k 2673.54
Vanguard Index Fds Small Cp Etf (VB) 0.3 $4.7M 21k 218.67
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.2 $4.2M -2% 29k 148.09
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.2 $4.0M 12k 338.33
Invesco Currencyshares Cdn D CDN DLR SHS (FXC) 0.2 $4.0M +33% 52k 77.42
Global X Fds Nasdaq 100 Cover (QYLD) 0.2 $3.9M +131% 176k 22.06
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.2 $3.8M 37k 103.86
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.2 $3.6M +43% 57k 63.88
Red Rock Resorts Cl A (RRR) 0.2 $3.6M 69k 51.22
Clear Channel Outdoor Holdings (CCO) 0.2 $3.5M 1.3M 2.71
BlackRock Income Trust (BKT) 0.2 $3.4M 558k 6.10
Skillz (SKLZ) 0.2 $3.4M 345k 9.82
Devon Energy Corporation (DVN) 0.2 $3.3M 93k 35.51
Global X Fds Russell 2000 (RYLD) 0.2 $3.3M +156% 132k 24.89
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $3.3M +8% 12k 274.00
Zoom Video Communications In Cl A (ZM) 0.2 $3.1M +3% 12k 261.51
Marathon Oil Corporation (MRO) 0.2 $3.1M 228k 13.67
Square Cl A (SQ) 0.2 $2.9M 12k 239.81
Ares Capital Corporation (ARCC) 0.2 $2.9M +5% 141k 20.33
Select Sector Spdr Tr Technology (XLK) 0.1 $2.7M +37% 18k 149.29
Dropbox Cl A (DBX) 0.1 $2.6M 90k 29.22
Crowdstrike Hldgs Cl A (CRWD) 0.1 $2.5M 10k 245.73
Potbelly (PBPB) 0.1 $2.5M 371k 6.78
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.1 $2.5M 6.00 411333.33
Diamondback Energy (FANG) 0.1 $2.4M 26k 94.66
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.1 $2.4M 30k 81.93
Vanguard Index Fds Large Cap Etf (VV) 0.1 $2.4M 12k 200.90
Ishares U S Etf Tr Int Rt Hdg C B (LQDH) 0.1 $2.4M 25k 95.82
Championx Corp (CHX) 0.1 $2.4M 106k 22.36
Walt Disney Company (DIS) 0.1 $2.3M 14k 169.18
Vanguard Index Fds Growth Etf (VUG) 0.1 $2.3M 7.8k 290.21
Charles Schwab Corporation (SCHW) 0.1 $2.1M 29k 72.85
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) 0.1 $2.1M 140k 15.03
Spdr Ser Tr Nuveen Blmbrg Sr (SHM) 0.1 $2.0M 42k 49.39
Global X Fds Msci China Cnsmr (CHIQ) 0.1 $2.0M 73k 28.03
Spdr Gold Tr Gold Shs (GLD) 0.1 $2.0M -47% 12k 164.25
Ishares Tr S&p 500 Val Etf (IVE) 0.1 $2.0M -17% 14k 145.43
Under Armour Cl A (UAA) 0.1 $2.0M 99k 20.18
Vanguard World Fds Inf Tech Etf (VGT) 0.1 $2.0M +5% 4.9k 401.27
Halliburton Company (HAL) 0.1 $1.9M 87k 21.61
Etfis Ser Tr I Infracp Reit Pfd (PFFR) 0.1 $1.8M +7% 75k 24.44
Ringcentral Cl A (RNG) 0.1 $1.8M 8.5k 217.54
Visa Com Cl A (V) 0.1 $1.8M +3% 7.9k 222.78
Proshares Tr Shrt 20+yr Tre (TBF) 0.1 $1.8M +175% 105k 16.68
Ishares Tr Msci Usa Esg Slc (SUSA) 0.1 $1.7M 18k 95.97
MFA Mortgage Investments (MFA) 0.1 $1.7M 378k 4.57
Norwegian Cruise Line Hldg L SHS (NCLH) 0.1 $1.7M 64k 26.71
Costco Wholesale Corporation (COST) 0.1 $1.7M 3.8k 449.28
Invesco Exch Traded Fd Tr Ii Kbw Ppty Casut (KBWP) 0.1 $1.7M +60% 22k 76.04
Pimco Etf Tr 1-5 Us Tip Idx (STPZ) 0.1 $1.7M 31k 54.85
Ishares Tr Core Total Usd (IUSB) 0.1 $1.6M 31k 53.25
Servicenow (NOW) 0.1 $1.6M 2.6k 622.35
Okta Cl A (OKTA) 0.1 $1.6M 6.6k 237.34
Ishares Tr Russell 2000 Etf (IWM) 0.1 $1.6M +33% 7.1k 218.77
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.1 $1.5M +34% 14k 112.10
Plains All Amern Pipeline L Unit Ltd Partn (PAA) 0.1 $1.5M 151k 10.17
Proshares Tr Large Cap Cre (CSM) 0.1 $1.5M 15k 100.19
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $1.5M +22% 5.5k 272.93
Ishares Tr Msci Kld400 Soc (DSI) 0.1 $1.4M 17k 83.18
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.1 $1.4M +6% 21k 67.46
Ishares Tr Rus 1000 Etf (IWB) 0.1 $1.4M 5.7k 241.64
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.1 $1.4M 23k 60.84
Airbnb Com Cl A (ABNB) 0.1 $1.4M NEW 8.2k 167.74
Ishares Tr National Mun Etf (MUB) 0.1 $1.3M +254% 12k 116.19
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.1 $1.3M 13k 101.82
Blackstone Mtg Tr Com Cl A (BXMT) 0.1 $1.3M +10% 44k 30.32
Ssga Active Etf Tr Blackstone Senr (SRLN) 0.1 $1.3M -13% 28k 46.04
Vanguard World Fds Energy Etf (VDE) 0.1 $1.3M 18k 73.90
Twilio Cl A (TWLO) 0.1 $1.3M 4.0k 319.10
Alibaba Group Hldg Sponsored Ads (BABA) 0.1 $1.3M -11% 8.6k 148.07
PG&E Corporation (PCG) 0.1 $1.3M 132k 9.60
Vanguard Index Fds Mid Cap Etf (VO) 0.1 $1.1M +5% 4.8k 236.83
Martin Marietta Materials (MLM) 0.1 $1.1M 3.2k 341.61
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.1 $1.1M 13k 82.41
Agnc Invt Corp Com reit (AGNC) 0.1 $1.1M +229% 69k 15.77
Heritage Commerce (HTBK) 0.1 $1.1M 91k 11.63
Guardant Health (GH) 0.1 $1.0M 8.4k 124.98
Playa Hotels & Resorts Nv SHS (PLYA) 0.1 $1.0M 126k 8.29
Mongodb Cl A (MDB) 0.1 $1.0M -2% 2.2k 471.34
Ishares Tr Calif Mun Bd Etf (CMF) 0.1 $1.0M 16k 62.08
Snowflake Cl A (SNOW) 0.1 $1.0M +9% 3.3k 302.35
Global X Fds Glbl X Mlp Etf (MLPA) 0.1 $996k 28k 35.27
Annaly Capital Management (NLY) 0.1 $996k +342% 118k 8.42
Vaneck Etf Trust Bdc Income Etf (BIZD) 0.1 $995k NEW 58k 17.15
Ishares Tr Msci Usa Value (VLUE) 0.1 $967k 9.6k 100.73
Doma Holdings Common Stock (DOMA) 0.1 $932k NEW 126k 7.40
Nextera Energy (NEE) 0.0 $925k +5% 12k 78.48
Ishares Tr Hdg Msci Eafe (HEFA) 0.0 $910k 27k 34.40
Hubspot (HUBS) 0.0 $909k -20% 1.3k 675.84
Ishares Tr Rus 1000 Val Etf (IWD) 0.0 $900k 5.7k 156.60
Carrols Restaurant (TAST) 0.0 $896k 245k 3.66
Wal-Mart Stores (WMT) 0.0 $884k 6.3k 139.30
Audacy Cl A (AUD) 0.0 $875k 238k 3.68
Golub Capital BDC (GBDC) 0.0 $870k +21% 55k 15.80
SM Energy (SM) 0.0 $867k 33k 26.37
Spotify Technology S A SHS (SPOT) 0.0 $863k 3.8k 225.39
Blackstone Group Inc Com Cl A (BX) 0.0 $862k +4% 7.4k 116.38
Nuveen Massachusetts Pre Income Mun (NMT) 0.0 $855k 56k 15.37
NVIDIA Corporation (NVDA) 0.0 $849k +318% 4.1k 207.07
Natera (NTRA) 0.0 $848k 7.6k 111.48
Aberdeen Global Dynamic Divd F (AGD) 0.0 $837k 72k 11.63
Axon Enterprise (AXON) 0.0 $835k NEW 4.8k 175.02
Vulcan Materials Company (VMC) 0.0 $833k 4.9k 169.17
Hdfc Bank Sponsored Ads (HDB) 0.0 $822k 11k 73.07
Zendesk (ZEN) 0.0 $783k -22% 6.7k 116.38
Paypal Holdings (PYPL) 0.0 $755k +3% 2.9k 260.08
Blackrock Calif Mun Income T Sh Ben Int (BFZ) 0.0 $746k +2% 51k 14.75
Vanguard Index Fds Real Estate Etf (VNQ) 0.0 $745k 7.3k 101.79
Wisdomtree Tr Yield Enhancd Us (AGGY) 0.0 $726k -7% 14k 51.91
Ishares Tr Core S&p Scp Etf (IJR) 0.0 $699k -4% 6.4k 109.25
Ishares Tr Us Treas Bd Etf (GOVT) 0.0 $695k 26k 26.54
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 0.0 $680k +10% 14k 50.49
Zimmer Holdings (ZBH) 0.0 $679k 4.6k 146.34
Wisdomtree Tr Cloud Computng (WCLD) 0.0 $666k +11% 12k 57.58
Peloton Interactive Cl A Com (PTON) 0.0 $657k -42% 7.5k 87.04
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.0 $650k 13k 51.17
Affirm Hldgs Com Cl A (AFRM) 0.0 $648k -60% 5.4k 119.10
Vanguard World Fds Financials Etf (VFH) 0.0 $644k 6.9k 92.72
ConocoPhillips (COP) 0.0 $630k 9.3k 67.81
Tillys Cl A (TLYS) 0.0 $628k 45k 14.02
Invesco Exch Traded Fd Tr Ii China Technlgy (CQQQ) 0.0 $625k +3% 9.5k 65.78
Ishares Tr China Lg-cap Etf (FXI) 0.0 $615k 16k 38.91
PerkinElmer (PKI) 0.0 $605k 3.5k 173.20
Hci (HCI) 0.0 $602k NEW 5.4k 110.70
Post Holdings Inc Common (POST) 0.0 $595k 5.4k 110.19
Enstar Group SHS (ESGR) 0.0 $587k 2.5k 234.80
Boeing Company (BA) 0.0 $586k +10% 2.7k 219.89
Hca Holdings (HCA) 0.0 $580k 2.4k 242.68
Olo Cl A (OLO) 0.0 $572k +45% 19k 30.03
Wisdomtree Tr Intl Qulty Div (IQDG) 0.0 $568k 15k 38.07
Ishares Tr Msci Intl Qualty (IQLT) 0.0 $566k 15k 37.86
Ishares Core Msci Emkt (IEMG) 0.0 $560k -6% 9.1k 61.81
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.0 $558k -14% 9.2k 60.91
Tempur-Pedic International (TPX) 0.0 $557k 12k 46.42
Select Sector Spdr Tr Financial (XLF) 0.0 $553k -31% 15k 37.52
Ishares Tr Core Msci Eafe (IEFA) 0.0 $545k 7.3k 74.22
Ishares Tr Msci Eafe Etf (EFA) 0.0 $541k -7% 6.9k 77.98
Apollo Global Mgmt Com Cl A (APO) 0.0 $541k 8.8k 61.62
Docusign (DOCU) 0.0 $536k 2.1k 257.32
Goldman Sachs (GS) 0.0 $534k +15% 1.4k 378.19
Intuit (INTU) 0.0 $531k 984.00 539.63
Vaneck Etf Trust Gold Miners Etf (GDX) 0.0 $528k 18k 29.49
Wells Fargo & Company (WFC) 0.0 $524k 11k 46.38
Select Sector Spdr Tr Energy (XLE) 0.0 $521k NEW 10k 52.10
CBOE Holdings (CBOE) 0.0 $516k 4.2k 123.89
Mastercard Incorporated Cl A (MA) 0.0 $506k 1.5k 347.53
American Tower Reit (AMT) 0.0 $494k 1.9k 265.16
Kimbell Rty Partners Unit (KRP) 0.0 $492k NEW 35k 14.14
Ishares Tr S&p 500 Grwt Etf (IVW) 0.0 $490k 6.6k 73.93
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.0 $473k 7.5k 63.29
Oportun Finl Corp (OPRT) 0.0 $464k 19k 25.04
Smartsheet Com Cl A (SMAR) 0.0 $458k 6.6k 68.89
Jefferies Finl Group (JEF) 0.0 $457k 12k 37.10
C4 Therapeutics Com Stk (CCCC) 0.0 $447k 10k 44.67
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.0 $438k 8.8k 49.99
Ford Motor Company (F) 0.0 $432k +2% 31k 14.15
Ishares Tr Rus Mid Cap Etf (IWR) 0.0 $432k NEW 5.5k 78.26
Morgan Stanley Com New (MS) 0.0 $428k 4.4k 97.27
Ishares Tr S&P SML 600 GWT (IJT) 0.0 $427k NEW 3.3k 129.95
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.0 $425k 6.5k 65.67
Texas Instruments Incorporated (TXN) 0.0 $424k 2.2k 192.03
Ishares Tr Us Telecom Etf (IYZ) 0.0 $424k 13k 32.44
Cortexyme (CRTX) 0.0 $414k NEW 4.5k 91.59
Ishares Tr Msci Eafe Min Vl (EFAV) 0.0 $404k 5.4k 75.26
Johnson & Johnson (JNJ) 0.0 $403k +16% 2.5k 161.52
Danimer Scientific Com Cl A (DNMR) 0.0 $397k NEW 24k 16.36
Vanguard World Fds Utilities Etf (VPU) 0.0 $388k 2.8k 139.22
Veeva Sys Cl A Com (VEEV) 0.0 $382k NEW 1.3k 288.52
Ishares Tr Core S&p Mcp Etf (IJH) 0.0 $380k 1.4k 262.79
Direxion Shs Etf Tr Nas100 Eql Wgt (QQQE) 0.0 $377k 4.5k 82.89
Ishares Tr Intl Sel Div Etf (IDV) 0.0 $376k 12k 30.41
Energy Transfer Com Ut Ltd Ptn (ET) 0.0 $360k +74% 38k 9.57
Putnam Mun Opportunities Tr Sh Ben Int (PMO) 0.0 $360k 26k 13.71
Dbx Etf Tr Xtrack Msci All (DBAW) 0.0 $358k 11k 32.96
Riot Blockchain (RIOT) 0.0 $358k +78% 14k 25.70
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.0 $356k 4.5k 78.48
Vanguard Index Fds Value Etf (VTV) 0.0 $354k -36% 2.6k 135.32
Eaton Vance Municipal Bond Fund (EIM) 0.0 $354k 26k 13.39
Cisco Systems (CSCO) 0.0 $353k +50% 6.5k 54.48
New Residential Invt Corp Com New (NRZ) 0.0 $350k NEW 32k 10.99
Shopify Cl A (SHOP) 0.0 $350k 258.00 1356.59
Exxon Mobil Corporation (XOM) 0.0 $342k NEW 5.8k 58.84
Ichor Holdings SHS (ICHR) 0.0 $335k 8.2k 41.08
Progyny (PGNY) 0.0 $332k +13% 5.9k 55.92
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.0 $330k -5% 3.9k 85.49
Intel Corporation (INTC) 0.0 $320k +36% 6.0k 53.26
Endeavor Group Hldgs Cl A Com (EDR) 0.0 $319k 11k 28.71
CenterPoint Energy (CNP) 0.0 $318k 13k 24.58
Nuveen Ins Ny Tx Fr Adv Mun (NRK) 0.0 $318k 23k 13.82
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.0 $312k 2.1k 149.78
Global X Fds Glb X Mlp Enrg I (MLPX) 0.0 $310k 8.6k 35.90
Omnicell (OMCL) 0.0 $309k 2.1k 148.41
Enterprise Products Partners (EPD) 0.0 $308k 14k 21.67
Chevron Corporation (CVX) 0.0 $304k NEW 3.0k 101.33
Blackrock Kelso Capital (BKCC) 0.0 $300k 78k 3.85
Service Corporation International (SCI) 0.0 $286k 4.7k 60.34
Southwestern Energy Company (SWN) 0.0 $284k NEW 51k 5.54
Invesco Exch Traded Fd Tr Ii Rusel 1000 Eql (EQAL) 0.0 $280k 6.3k 44.72
International Business Machines (IBM) 0.0 $280k 2.0k 138.68
Workday Cl A (WDAY) 0.0 $278k 1.1k 249.78
Carvana Cl A (CVNA) 0.0 $272k 902.00 301.55
Nuveen Multi-Strategy Income & Growth (JPC) 0.0 $271k 27k 9.91
Eaton Vance New York Municipal Bond Fund (ENX) 0.0 $270k 22k 12.28
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.0 $265k 8.7k 30.48
International Game Technolog Shs Usd (IGT) 0.0 $265k NEW 10k 26.29
Monday SHS (MNDY) 0.0 $263k NEW 806.00 326.30
Blade Air Mobility Cl A Com (BLDE) 0.0 $260k 25k 10.40
Sunnova Energy International (NOVA) 0.0 $257k 7.8k 32.97
Tenable Hldgs (TENB) 0.0 $248k 5.4k 46.06
Pfizer (PFE) 0.0 $246k 5.7k 42.95
Vipshop Holdings Sponsored Ads A (VIPS) 0.0 $244k 22k 11.16
Home Depot (HD) 0.0 $242k NEW 737.00 328.36
Invesco Exch Traded Fd Tr Ii S&p 500 Ex Rat (XRLV) 0.0 $240k 5.1k 46.70
Pimco Energy & Tactical Cr O Com Shs Ben Int (NRGX) 0.0 $237k 19k 12.22
Fiverr Intl Ord Shs (FVRR) 0.0 $231k +38% 1.3k 182.32
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.0 $230k NEW 479.00 480.17
First Republic Bank/san F (FRC) 0.0 $227k 1.2k 192.70
Ishares Tr Rus Mdcp Val Etf (IWS) 0.0 $226k 2.0k 113.40
Solar Cap (SLRC) 0.0 $214k NEW 11k 19.11
General Electric Com New (GE) 0.0 $210k NEW 2.0k 103.14
3M Company (MMM) 0.0 $207k 1.2k 175.28
Procter & Gamble Company (PG) 0.0 $207k NEW 1.5k 139.68
TJX Companies (TJX) 0.0 $203k +2% 3.1k 66.02
Vaneck Etf Trust Rare Earth/strtg (REMX) 0.0 $203k -20% 2.0k 103.10
Jd.com Spon Adr Cl A (JD) 0.0 $202k 2.8k 72.14
Best Sponsored Ads (BEST) 0.0 $200k 120k 1.67
Marathon Digital Holdings In (MARA) 0.0 $200k NEW 6.3k 31.63
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 0.0 $200k -49% 2.0k 101.83
Arlington Asset Invst Corp Cl A New (AAIC) 0.0 $196k NEW 53k 3.70
First Tr Mtg Income Com Shs (FMY) 0.0 $164k 12k 13.72
Finvolution Group Sponsored Ads (FINV) 0.0 $162k -2% 29k 5.65
Two Hbrs Invt Corp Com New (TWO) 0.0 $155k -41% 24k 6.36
Paysafe Ord (PSFE) 0.0 $147k NEW 19k 7.74
Owl Rock Capital Corporation (ORCC) 0.0 $141k NEW 10k 14.10
Q&k Intl Group Sponsored Ads (QK) 0.0 $127k +7% 189k 0.67
Ribbit Leap Unit 99/99/9999 (LEAP.U) 0.0 $126k 12k 10.50
Verastem (VSTM) 0.0 $105k 34k 3.07
New York Mtg Tr Com Par $.02 (NYMT) 0.0 $101k 24k 4.25
Ace Convergence Acqu Corp Cl A (ACEV) 0.0 $99k -22% 10k 9.90
Tcv Acquisition Corp Cl A Shs (TCVA) 0.0 $98k 10k 9.80
Forest Road Acquisition Cor Cl A (FRXB) 0.0 $98k NEW 10k 9.80
Catalyst Pharmaceutical Partners (CPRX) 0.0 $97k 18k 5.31
Zhihu Ads (ZH) 0.0 $95k NEW 10k 9.27
Impac Mtg Hldgs Com New (IMH) 0.0 $85k 61k 1.40
Amneal Pharmaceuticals Com Stk Cl A (AMRX) 0.0 $81k 15k 5.31
Hippo Hldgs Common Stock 0.0 $70k NEW 15k 4.67
Sesen Bio (SESN) 0.0 $63k 79k 0.79
Playstudios Class A Com (MYPS) 0.0 $46k -50% 10k 4.60
Yunji Ads Rp Cl A (YJ) 0.0 $17k 24k 0.72

Past Filings by Aj Wealth Strategies

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

View all past filings