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 March 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 12.5 $253M +89% 4.7M 53.85
Invesco Qqq Tr Unit Ser 1 (QQQ) 6.6 $134M -8% 368k 362.54
Vanguard Index Fds S&p 500 Etf Shs (VOO) 6.2 $125M -2% 301k 415.17
J P Morgan Exchange-traded F Ultra Shrt Inc (JPST) 5.4 $109M +16% 2.2M 50.27
Ishares Tr Msci Usa Min Vol (USMV) 5.2 $105M +4% 1.3M 77.57
Schwab Strategic Tr Intl Eqty Etf (SCHF) 4.7 $95M -21% 2.6M 36.72
Spdr S&p 500 Etf Tr Tr Unit (SPY) 3.5 $72M +161% 159k 451.64
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 3.5 $71M -11% 929k 75.86
Ishares Tr Msci Usa Qlt Fct (QUAL) 3.1 $63M +4% 466k 134.63
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 3.0 $61M +78% 1.3M 47.36
Vanguard Malvern Fds Strm Infproidx (VTIP) 2.8 $57M +52% 1.1M 51.21
Ssga Active Etf Tr Blackstone Senr (SRLN) 2.7 $56M +22% 1.2M 44.96
Pimco Etf Tr 1-5 Us Tip Idx (STPZ) 2.6 $53M +24% 972k 54.48
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 2.3 $46M +14442% 462k 100.16

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Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 1.8 $37M +8244% 624k 59.74
Vanguard Index Fds Total Stk Mkt (VTI) 1.4 $28M +3% 125k 227.67
Ishares Tr Mbs Etf (MBB) 1.2 $24M 240k 101.87
Vanguard Specialized Funds Div App Etf (VIG) 1.0 $21M 129k 162.16
Spdr Ser Tr S&p Divid Etf (SDY) 1.0 $20M 157k 128.11
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.9 $18M +751% 238k 74.82
Vanguard Index Fds Small Cp Etf (VB) 0.8 $16M +242% 73k 212.52
Vanguard Index Fds Mid Cap Etf (VO) 0.7 $15M +1205% 63k 237.84
Ishares Tr Core 1 5 Yr Usd (ISTB) 0.7 $15M +9% 305k 48.46
Amazon (AMZN) 0.7 $14M +5% 4.2k 3260.04
Alphabet Cap Stk Cl C (GOOG) 0.7 $14M +2% 4.9k 2792.88
Microsoft Corporation (MSFT) 0.7 $14M +4% 44k 308.31
Invesco Actively Managed Etf Var Rate Invt (VRIG) 0.6 $13M +10% 500k 24.92
Apple (AAPL) 0.6 $12M 70k 174.60
Janus Detroit Str Tr Hendrsn Shrt Etf (VNLA) 0.6 $12M +9% 247k 49.08
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR) 0.6 $12M +10% 123k 97.53
Invesco Exchange Traded Fd T Intl Divi Achi (PID) 0.6 $12M -3% 590k 19.63
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.5 $9.5M -2% 111k 86.04
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) 0.5 $9.1M +381% 674k 13.57
Schwab Strategic Tr Us Dividend Eq (SCHD) 0.4 $9.0M -8% 114k 78.89
Corcept Therapeutics Incorporated (CORT) 0.4 $8.9M 396k 22.52
Meta Platforms Cl A (FB) 0.4 $8.2M +7% 37k 222.35
Bill Com Holdings Ord (BILL) 0.4 $7.5M -42% 33k 226.78
Sixth Street Specialty Lending (TSLX) 0.3 $7.0M 301k 23.29
Vanguard Bd Index Fds Short Trm Bond (BSV) 0.3 $6.9M +183% 89k 77.90
Invesco Exchange Traded Fd T S&p500 Buy Wrt (PBP) 0.3 $6.9M NEW 296k 23.26
Invesco Exch Trd Slf Idx Bulshs 2022 Hy (BSJM) 0.3 $6.9M 299k 22.91
Wisdomtree Tr Cloud Computng (WCLD) 0.3 $6.7M +62% 163k 40.89
Coinbase Global Com Cl A (COIN) 0.3 $6.6M +2% 35k 189.85
Accel Entertainment Com Cl A1 (ACEL) 0.3 $6.5M 536k 12.18
Invesco Exchange Traded Fd T Finl Pfd Etf (PGF) 0.3 $6.0M -44% 355k 16.92
Ishares Tr Core S&p500 Etf (IVV) 0.3 $6.0M +11% 13k 453.71
Spdr Ser Tr Bloomberg Sht Te (SJNK) 0.3 $5.9M -7% 224k 26.24
Marathon Oil Corporation (MRO) 0.3 $5.7M 228k 25.11
Ssga Active Etf Tr Spdr Tr Tactic (TOTL) 0.3 $5.7M -35% 127k 44.77
Ishares Tr Core Us Aggbd Et (AGG) 0.3 $5.6M -95% 52k 107.10
Devon Energy Corporation (DVN) 0.3 $5.5M 93k 59.13
Vaneck Etf Trust Intrmdt Muni Etf (ITM) 0.3 $5.3M -11% 112k 47.32
Ishares Tr Pfd And Incm Sec (PFF) 0.2 $5.0M -35% 137k 36.42
Select Sector Spdr Tr Sbi Int-utils (XLU) 0.2 $4.9M 65k 74.46
Global X Fds Russell 2000 (RYLD) 0.2 $4.8M +109% 201k 23.81
Zoominfo Technologies Com Cl A (ZI) 0.2 $4.8M 80k 59.74
Alphabet Cap Stk Cl A (GOOGL) 0.2 $4.7M 1.7k 2781.70
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.2 $4.6M -5% 91k 50.57
Proshares Tr Sht 7-10 Yr Tr (TBX) 0.2 $4.6M +43% 176k 25.85
Clear Channel Outdoor Holdings (CCO) 0.2 $4.4M 1.3M 3.46
Spdr Gold Tr Gold Shs (GLD) 0.2 $4.4M +95% 24k 180.64
Wisdomtree Tr Yield Enhancd Us (AGGY) 0.2 $4.3M +616% 90k 47.85
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.2 $4.2M +33% 8.00 528875.00
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.2 $4.1M 12k 346.81
Vaneck Etf Trust Bdc Income Etf (BIZD) 0.2 $4.0M +67% 225k 17.91
Invesco Currencyshares Cdn D CDN DLR SHS (FXC) 0.2 $4.0M 52k 78.26
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.2 $4.0M NEW 77k 51.55
Ishares Tr Rus 1000 Etf (IWB) 0.2 $3.9M +161% 16k 250.10
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.2 $3.9M +100% 73k 53.39
Red Rock Resorts Cl A (RRR) 0.2 $3.9M +15% 80k 48.56
Ishares Tr Mortge Rel Etf (REM) 0.2 $3.9M -91% 118k 32.67
Ishares Tr S&p 500 Val Etf (IVE) 0.2 $3.8M 24k 155.71
JPMorgan Chase & Co. (JPM) 0.2 $3.7M 27k 136.33
salesforce (CRM) 0.2 $3.4M -28% 16k 212.32
Airbnb Com Cl A (ABNB) 0.2 $3.4M +92% 20k 171.77
Diamondback Energy (FANG) 0.2 $3.3M -6% 24k 137.07
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $3.3M 12k 277.64
Halliburton Company (HAL) 0.2 $3.3M 87k 37.87
Blade Air Mobility Cl A Com (BLDE) 0.2 $3.2M 373k 8.49
Goldman Sachs (GS) 0.2 $3.1M +574% 9.5k 330.08
Ares Capital Corporation (ARCC) 0.1 $3.0M 144k 20.95
Select Sector Spdr Tr Technology (XLK) 0.1 $2.9M +3% 18k 158.92
Crowdstrike Hldgs Cl A (CRWD) 0.1 $2.8M +43% 13k 227.10
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $2.8M 7.8k 352.93
Championx Corp (CHX) 0.1 $2.6M 106k 24.48
Vanguard World Fds Energy Etf (VDE) 0.1 $2.5M +3% 23k 107.02
Potbelly (PBPB) 0.1 $2.5M 371k 6.70
Invesco Exch Traded Fd Tr Ii Kbw Ppty Casut (KBWP) 0.1 $2.5M 29k 87.08
Charles Schwab Corporation (SCHW) 0.1 $2.5M 29k 84.30
Spdr Ser Tr Nuveen Blmbrg Sh (SHM) 0.1 $2.4M -2% 52k 47.33
Vanguard Index Fds Large Cap Etf (VV) 0.1 $2.4M 12k 208.52
Ishares U S Etf Tr Int Rt Hdg C B (LQDH) 0.1 $2.3M 25k 93.54
Proshares Tr Pshs Ultsh 20yrs (TBT) 0.1 $2.3M +93% 113k 20.48
Vanguard Index Fds Growth Etf (VUG) 0.1 $2.2M 7.8k 287.64
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 0.1 $2.2M NEW 15k 149.00
Costco Wholesale Corporation (COST) 0.1 $2.2M 3.8k 576.02
Ishares Core Msci Emkt (IEMG) 0.1 $1.9M +60% 35k 55.54
Walt Disney Company (DIS) 0.1 $1.9M 14k 137.18
Proshares Tr S&p 500 Dv Arist (NOBL) 0.1 $1.9M NEW 20k 94.91
Dropbox Cl A (DBX) 0.1 $1.9M 80k 23.25
Block Cl A (SQ) 0.1 $1.8M +17% 13k 135.57
Etfis Ser Tr I Infracp Reit Pfd (PFFR) 0.1 $1.8M +7% 82k 21.80
Ishares Tr Msci Usa Esg Slc (SUSA) 0.1 $1.8M 18k 96.85
Visa Com Cl A (V) 0.1 $1.7M 7.9k 221.74
Under Armour Cl A (UAA) 0.1 $1.7M 99k 17.02
Proshares Tr Large Cap Cre (CSM) 0.1 $1.6M +100% 30k 53.81
Plains All Amern Pipeline L Unit Ltd Partn (PAA) 0.1 $1.6M 151k 10.76
PG&E Corporation (PCG) 0.1 $1.6M 132k 11.94
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV) 0.1 $1.5M 23k 67.08
MFA Mortgage Investments (MFA) 0.1 $1.5M 378k 4.03
Ishares Tr Russell 2000 Etf (IWM) 0.1 $1.5M 7.2k 205.22
Global X Fds Msci China Cnsmr (CHIQ) 0.1 $1.5M +521% 75k 19.81
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.1 $1.5M +536% 53k 27.77
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 0.1 $1.5M 21k 71.40
Ishares Tr Msci Kld400 Soc (DSI) 0.1 $1.5M 17k 86.64
Blackstone Mtg Tr Com Cl A (BXMT) 0.1 $1.4M 44k 31.79
Norwegian Cruise Line Hldg L SHS (NCLH) 0.1 $1.4M 64k 21.87
Servicenow (NOW) 0.1 $1.4M 2.5k 557.07
Comcast Corp Cl A (CMCSA) 0.1 $1.4M NEW 30k 46.81
Ishares Tr Rus Md Cp Gr Etf (IWP) 0.1 $1.4M 14k 100.48
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.1 $1.3M 13k 101.29
Zoom Video Communications In Cl A (ZM) 0.1 $1.3M 11k 117.26
Ishares Tr National Mun Etf (MUB) 0.1 $1.3M 12k 109.65
Mongodb Cl A (MDB) 0.1 $1.3M +29% 2.8k 443.58
Martin Marietta Materials (MLM) 0.1 $1.2M 3.2k 384.78
NVIDIA Corporation (NVDA) 0.1 $1.2M 4.2k 272.77
Global X Fds Glbl X Mlp Etf (MLPA) 0.1 $1.1M 28k 40.29
Nextera Energy (NEE) 0.1 $1.1M +12% 13k 84.74
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.1 $1.1M NEW 18k 62.91
Blackstone Group Inc Com Cl A (BX) 0.1 $1.1M +17% 8.8k 126.93
Playa Hotels & Resorts Nv SHS (PLYA) 0.1 $1.1M 126k 8.65
Snowflake Cl A (SNOW) 0.1 $1.1M +4% 4.6k 229.20
Heritage Commerce (HTBK) 0.1 $1.1M 93k 11.25
Skillz (SKLZ) 0.1 $1.0M 345k 3.00
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.1 $1.0M 13k 78.08
Okta Cl A (OKTA) 0.1 $1.0M -2% 6.7k 151.01
Archer Aviation Com Cl A (ACHR) 0.0 $1.0M NEW 209k 4.81
Ishares Tr Msci Usa Value (VLUE) 0.0 $1.0M 9.6k 104.58
BRC Com Cl A 0.0 $971k NEW 47k 20.87
Kimbell Rty Partners Unit (KRP) 0.0 $960k 59k 16.25
Ishares Tr Calif Mun Bd Etf (CMF) 0.0 $951k 16k 58.16
Wal-Mart Stores (WMT) 0.0 $946k 6.4k 148.95
ConocoPhillips (COP) 0.0 $929k 9.3k 100.00
Doordash Cl A (DASH) 0.0 $919k NEW 7.8k 117.16
Vanguard Scottsdale Fds Long Term Treas (VGLT) 0.0 $907k NEW 11k 80.37
Vulcan Materials Company (VMC) 0.0 $905k 4.9k 183.79
Ishares Tr Hdg Msci Eafe (HEFA) 0.0 $898k 27k 33.94
Golub Capital BDC (GBDC) 0.0 $892k -6% 59k 15.22
Alibaba Group Hldg Sponsored Ads (BABA) 0.0 $890k -4% 8.2k 108.75
Vanguard Index Fds Real Estate Etf (VNQ) 0.0 $882k 8.1k 108.34
Xometry Class A Com (XMTR) 0.0 $879k 24k 36.74
SM Energy (SM) 0.0 $862k 22k 38.94
Global X Fds Nasdaq 100 Cover (QYLD) 0.0 $852k -84% 41k 20.96
Ringcentral Cl A (RNG) 0.0 $844k -19% 7.2k 117.17
Ginkgo Bioworks Holdings Cl A Shs (DNA) 0.0 $844k NEW 209k 4.03
Smartsheet Com Cl A (SMAR) 0.0 $819k +109% 15k 54.76
Zendesk (ZEN) 0.0 $809k 6.7k 120.24
Aberdeen Global Dynamic Divd F (AGD) 0.0 $808k 72k 11.20
Agnc Invt Corp Com reit (AGNC) 0.0 $787k -14% 60k 13.09
Select Sector Spdr Tr Energy (XLE) 0.0 $764k 10k 76.40
Energy Transfer Com Ut Ltd Ptn (ET) 0.0 $755k 68k 11.18
Ishares Tr Rus 1000 Val Etf (IWD) 0.0 $747k -24% 4.5k 166.04
Vanguard World Fds Financials Etf (VFH) 0.0 $746k 8.0k 93.37
Southwestern Energy Company (SWN) 0.0 $741k 103k 7.17
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA) 0.0 $720k 15k 48.06
Annaly Capital Management (NLY) 0.0 $705k -16% 100k 7.04
American Tower Reit (AMT) 0.0 $700k 2.8k 251.35
Ishares Tr Core S&p Scp Etf (IJR) 0.0 $690k 6.4k 107.85
Hdfc Bank Sponsored Ads (HDB) 0.0 $690k 11k 61.33
Axon Enterprise (AXON) 0.0 $689k 5.0k 137.69
Audacy Cl A (AUD) 0.0 $687k 238k 2.89
Twilio Cl A (TWLO) 0.0 $668k 4.1k 164.73
Ishares Tr Us Treas Bd Etf (GOVT) 0.0 $656k 26k 24.92
Enstar Group SHS (ESGR) 0.0 $653k 2.5k 261.20
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) 0.0 $641k +172% 1.3k 490.44
Apollo Global Mgmt (APO) 0.0 $630k NEW 10k 62.03
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.0 $629k 13k 49.52
Ishares Tr Core Msci Eafe (IEFA) 0.0 $625k -68% 9.0k 69.47
Blackrock Calif Mun Income T Sh Ben Int (BFZ) 0.0 $621k 51k 12.28
Vanguard World Fds Inf Tech Etf (VGT) 0.0 $613k -69% 1.5k 416.72
PerkinElmer (PKI) 0.0 $609k 3.5k 174.35
Unity Software (U) 0.0 $607k NEW 6.1k 99.15
Hca Holdings (HCA) 0.0 $599k 2.4k 250.63
Zimmer Holdings (ZBH) 0.0 $593k 4.6k 127.80
Guardant Health (GH) 0.0 $588k +3% 8.9k 66.22
Vaneck Etf Trust Mortgage Reit (MORT) 0.0 $588k -44% 34k 17.09
Jefferies Finl Group (JEF) 0.0 $582k +43% 18k 32.85
Spotify Technology S A SHS (SPOT) 0.0 $581k 3.8k 150.99
Boeing Company (BA) 0.0 $574k +11% 3.0k 191.65
Select Sector Spdr Tr Financial (XLF) 0.0 $565k 15k 38.33
Ishares Tr Msci Intl Qualty (IQLT) 0.0 $551k 15k 36.86
Wells Fargo & Company (WFC) 0.0 $548k 11k 48.44
Wisdomtree Tr Intl Qulty Div (IQDG) 0.0 $544k 15k 36.46
Hubspot (HUBS) 0.0 $532k 1.1k 475.00
Ford Motor Company (F) 0.0 $531k +2% 31k 16.92
Robinhood Mkts Com Cl A (HOOD) 0.0 $518k NEW 38k 13.52
Ishares Tr Msci Eafe Etf (EFA) 0.0 $511k 6.9k 73.65
Ishares Tr S&p 500 Grwt Etf (IVW) 0.0 $506k 6.6k 76.34
Global X Fds S&p 500 Covered (XYLD) 0.0 $494k -90% 10k 49.56
Ishares Tr Msci China Etf (MCHI) 0.0 $490k -75% 9.3k 52.92
Chevron Corporation (CVX) 0.0 $488k 3.0k 162.67
Vanguard Bd Index Fds Intermed Term (BIV) 0.0 $487k NEW 5.9k 81.97
Tesla Motors (TSLA) 0.0 $482k +104% 447.00 1078.30
Exxon Mobil Corporation (XOM) 0.0 $481k 5.8k 82.62
Vaneck Etf Trust Junior Gold Mine (GDXJ) 0.0 $481k 10k 46.91
CBOE Holdings (CBOE) 0.0 $477k 4.2k 114.53
Carrols Restaurant (TAST) 0.0 $471k -20% 208k 2.26
Mastercard Incorporated Cl A (MA) 0.0 $461k 1.3k 357.64
Vanguard World Fds Utilities Etf (VPU) 0.0 $458k 2.8k 161.72
Johnson & Johnson (JNJ) 0.0 $442k 2.5k 177.08
Ishares Tr S&P SML 600 GWT (IJT) 0.0 $438k 3.5k 125.00
Ishares Tr Rus Mid Cap Etf (IWR) 0.0 $431k 5.5k 78.08
Hertz Global Hldgs *w Exp 06/30/205 (HTZWW) 0.0 $429k 28k 15.36
BlackRock Income Trust (BKT) 0.0 $427k -85% 83k 5.13
Tillys Cl A (TLYS) 0.0 $419k 45k 9.35
Carvana Cl A (CVNA) 0.0 $415k +110% 3.5k 119.42
Taskus Class A Com (TASK) 0.0 $408k NEW 11k 38.49
Cloudflare Cl A Com (NET) 0.0 $407k NEW 3.4k 119.60
Texas Instruments Incorporated (TXN) 0.0 $405k 2.2k 183.42
Vanguard Intl Equity Index F Ftse Europe Etf (VGK) 0.0 $403k 6.5k 62.27
CenterPoint Energy (CNP) 0.0 $401k 13k 30.63
Ishares Tr Intl Sel Div Etf (IDV) 0.0 $393k 12k 31.78
Ishares Tr Us Telecom Etf (IYZ) 0.0 $391k 13k 29.91
Comstock Resources (CRK) 0.0 $390k 30k 13.04
Ishares Tr Core S&p Mcp Etf (IJH) 0.0 $388k 1.4k 268.33
Ishares Tr Msci Eafe Min Vl (EFAV) 0.0 $387k 5.4k 72.09
Vanguard Index Fds Value Etf (VTV) 0.0 $387k 2.6k 147.94
Morgan Stanley Com New (MS) 0.0 $385k 4.4k 87.50
Opendoor Technologies (OPEN) 0.0 $375k 43k 8.66
Post Holdings Inc Common (POST) 0.0 $374k 5.4k 69.26
Hci (HCI) 0.0 $371k 5.4k 68.22
Global X Fds Glb X Mlp Enrg I (MLPX) 0.0 $369k 8.6k 42.73
Enterprise Products Partners (EPD) 0.0 $367k 14k 25.82
Invesco Db Multi-sector Comm Oil Fd (DBO) 0.0 $366k NEW 21k 17.33
Cisco Systems (CSCO) 0.0 $361k 6.5k 55.70
Ishares Tr China Lg-cap Etf (FXI) 0.0 $356k NEW 11k 31.93
Direxion Shs Etf Tr Nas100 Eql Wgt (QQQE) 0.0 $352k 4.5k 77.40
New Residential Invt Corp Com New (NRZ) 0.0 $350k 32k 10.99
Dbx Etf Tr Xtrack Msci All (DBAW) 0.0 $350k 11k 32.22
Genius Sports Shares Cl A (GENI) 0.0 $345k 75k 4.60
Paypal Holdings (PYPL) 0.0 $336k 2.9k 115.74
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.0 $336k -68% 7.3k 46.09
Tempur-Pedic International (TPX) 0.0 $335k 12k 27.92
Ishares Tr Esg Aw Msci Eafe (ESGD) 0.0 $334k 4.5k 73.63
Vanguard Intl Equity Index F Allwrld Ex Us (VEU) 0.0 $330k -37% 5.7k 57.59
Progyny (PGNY) 0.0 $329k 6.4k 51.45
Endeavor Group Hldgs Cl A Com (EDR) 0.0 $328k 11k 29.52
Blackrock Kelso Capital (BKCC) 0.0 $328k 78k 4.20
Intuit (INTU) 0.0 $325k +6% 675.00 481.48
Service Corporation International (SCI) 0.0 $312k 4.7k 65.82
Tenable Hldgs (TENB) 0.0 $311k 5.4k 57.76
Natera (NTRA) 0.0 $309k 7.6k 40.62
Shopify Cl A (SHOP) 0.0 $309k +77% 457.00 676.15
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.0 $307k 3.9k 79.53
Draftkings Com Cl A (DKNG) 0.0 $306k NEW 16k 19.50
Datadog Cl A Com (DDOG) 0.0 $304k NEW 2.0k 151.39
Intel Corporation (INTC) 0.0 $303k +3% 6.1k 49.54
Pfizer (PFE) 0.0 $296k 5.7k 51.69
Invesco Exch Traded Fd Tr Ii Rusel 1000 Eql (EQAL) 0.0 $291k 6.3k 46.48
Ichor Holdings SHS (ICHR) 0.0 $290k 8.2k 35.57
Marathon Petroleum Corp (MPC) 0.0 $286k 3.3k 85.48
Brookfield Asset Mgmt Cl A Ltd Vt Sh (BAM) 0.0 $283k 5.0k 56.60
Nuveen Ins Ny Tx Fr Adv Mun (NRK) 0.0 $279k 23k 12.13
Doma Holdings Common Stock (DOMA) 0.0 $273k 126k 2.17
Omnicell (OMCL) 0.0 $270k 2.1k 129.68
Gitlab Class A Com (GTLB) 0.0 $267k NEW 4.9k 54.42
Workday Cl A (WDAY) 0.0 $267k 1.1k 239.89
Activision Blizzard (ATVI) 0.0 $266k NEW 3.3k 80.00
Stronghold Digital Mining In Class A Com (SDIG) 0.0 $266k +21% 46k 5.84
Penn National Gaming (PENN) 0.0 $263k NEW 6.2k 42.38
Home Depot (HD) 0.0 $259k +23% 865.00 299.42
Invesco Exch Traded Fd Tr Ii S&p 500 Ex Rat (XRLV) 0.0 $259k 5.1k 50.55
International Business Machines (IBM) 0.0 $255k -2% 2.0k 130.10
International Game Technolog Shs Usd (IGT) 0.0 $253k 10k 24.72
Olo Cl A (OLO) 0.0 $252k 19k 13.23
Ishares Tr U.s. Real Es Etf (IYR) 0.0 $251k +34% 2.3k 108.38
Toast Cl A (TOST) 0.0 $249k NEW 11k 21.76
C4 Therapeutics Com Stk (CCCC) 0.0 $243k 10k 24.28
Pinduoduo Sponsored Ads (PDD) 0.0 $240k 6.0k 40.10
Ishares Tr Rus Mdcp Val Etf (IWS) 0.0 $238k 2.0k 119.42
Eaton Vance New York Municipal Bond Fund (ENX) 0.0 $236k 23k 10.49
Vaneck Etf Trust Rare Earth/strtg (REMX) 0.0 $233k 2.0k 118.33
Dlocal Class A Com (DLO) 0.0 $230k +27% 7.4k 31.29
Palo Alto Networks (PANW) 0.0 $228k 366.00 622.95
Procter & Gamble Company (PG) 0.0 $226k 1.5k 152.50
Docusign (DOCU) 0.0 $223k 2.1k 107.06
Nmi Hldgs Cl A (NMIH) 0.0 $223k NEW 11k 20.58
Ishares Tr Iboxx Inv Cp Etf (LQD) 0.0 $221k NEW 1.8k 120.70
Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 0.0 $217k 4.5k 48.41
Owl Rock Capital Corporation (ORCC) 0.0 $211k 14k 14.81
Lockheed Martin Corporation (LMT) 0.0 $208k NEW 471.00 441.61
Indexiq Etf Tr Iq Mrgr Arb Etf (MNA) 0.0 $207k NEW 6.5k 31.92
Ametek (AME) 0.0 $205k 1.5k 133.38
Solar Cap (SLRC) 0.0 $203k 11k 18.12
Cme (CME) 0.0 $202k NEW 849.00 237.93
Vipshop Holdings Sponsored Ads A (VIPS) 0.0 $197k 22k 9.01
Direxion Shs Etf Tr Dl Ftse Bll 3x (YINN) 0.0 $192k NEW 42k 4.62
Palantir Technologies Cl A (PLTR) 0.0 $190k 14k 13.73
Nuveen Multi-Strategy Income & Growth (JPC) 0.0 $188k 22k 8.58
Arlington Asset Invst Corp Cl A New (AAIC) 0.0 $184k 53k 3.48
Finvolution Group Sponsored Ads (FINV) 0.0 $166k +23% 42k 3.97
First Tr Mtg Income Com Shs (FMY) 0.0 $148k 12k 12.38
The Original Bark Company (BARK) 0.0 $137k +208% 37k 3.70
Two Hbrs Invt Corp Com New (TWO) 0.0 $135k 24k 5.54
Catalyst Pharmaceutical Partners (CPRX) 0.0 $132k 16k 8.27
Blue Owl Capital Com Cl A (OWL) 0.0 $128k NEW 10k 12.69
Ribbit Leap Unit 99/99/9999 (LEAP.U) 0.0 $119k 12k 9.92
Ace Convergence Acqu Corp Cl A (ACEV) 0.0 $104k +3% 10k 10.04
Tcv Acquisition Corp Cl A Shs (TCVA) 0.0 $98k 10k 9.80
Forest Road Acquisition Cor Cl A (FRXB) 0.0 $98k 10k 9.80
New York Mtg Tr Com Par $.02 (NYMT) 0.0 $94k +2% 26k 3.64
Danimer Scientific Com Cl A (DNMR) 0.0 $72k -49% 12k 5.87
Amneal Pharmaceuticals Com Stk Cl A (AMRX) 0.0 $64k 15k 4.20
Nextdoor Holdings Com Cl A (KIND) 0.0 $61k 10k 5.98
Impac Mtg Hldgs Com New (IMH) 0.0 $50k +10% 67k 0.74
Playstudios Class A Com (MYPS) 0.0 $49k 10k 4.90
Sesen Bio (SESN) 0.0 $48k 79k 0.60
Verastem (VSTM) 0.0 $48k 34k 1.40
Q&k Intl Group Sponsored Ads 0.0 $45k -80% 31k 1.48
Hippo Hldgs Common Stock (HIPO) 0.0 $30k 15k 2.00
Zhihu Ads (ZH) 0.0 $25k 10k 2.44
Lannett Company (LCI) 0.0 $10k 12k 0.81

Past Filings by Aj Wealth Strategies

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

View all past filings