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AMJ Financial Wealth Management

Latest statistics and disclosures from AMJ Financial Wealth Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are SPTL, BSCP, META, TJX, ETN, and represent 18.29% of AMJ Financial Wealth Management's stock portfolio.
Added to shares of these 10 stocks: SPTL (+$17M), FITB (+$9.6M), AVGO (+$9.1M), LQD (+$8.1M), BSCU (+$7.0M), NDAQ (+$6.9M), PANW (+$5.9M), PEG, Super Micro Computer Inc Com Usd0.001, CDW.
Started 20 new stock positions in Super Micro Computer Inc Com Usd0.001, LQD, KO, KKR, IBM, NDAQ, FITB, IAT, QQQ, PANW. RCL, PEG, SPTL, MDT, BURL, BSCU, FDX, NEM, PRN, CDW.
Reduced shares in these 10 stocks: , , CDNS (-$8.0M), PSX (-$6.6M), BSCO (-$6.1M), UBS (-$5.5M), CRWD, MGM, GOOGL, V.
Sold out of its positions in CDNS, CRWD, RSPN, BSCO, LW, MGM, XHB, SJNK, SMCI, UBS.
AMJ Financial Wealth Management was a net buyer of stock by $17M.
AMJ Financial Wealth Management has $349M in assets under management (AUM), dropping by 8.13%.
Central Index Key (CIK): 0001801585

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Positions held by AMJ Financial Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for AMJ Financial Wealth Management

AMJ Financial Wealth Management holds 82 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Spdr Portfolio Long Term Treasury Etf Etf (SPTL)	5.0	$17M	NEW	596k	29.07	View chart
Invesco Bulletshares 2025 Corporate Bond Etf Etf (BSCP)	3.5	$12M	+8%	593k	20.65	View chart
Meta Platforms Inc Cl A Stock (META)	3.4	$12M	-2%	21k	572.45	View chart
Tjx Cos Stock (TJX)	3.3	$11M	-5%	97k	117.54	View chart
Eaton Corp Stock (ETN)	3.2	$11M	+4%	34k	331.44	View chart
Trane Technologies Stock (TT)	3.1	$11M	-5%	28k	388.73	View chart
Microsoft Stock (MSFT)	3.0	$11M		24k	430.30	View chart
Brinker Intl Stock (EAT)	3.0	$10M	-7%	136k	76.53	View chart
Hca Healthcare Stock (HCA)	3.0	$10M		26k	406.43	View chart
Avago Technologies Stock (AVGO)	2.9	$10M	+829%	59k	172.50	View chart
Sap Aktiengesellschaft Adr (SAP)	2.9	$10M		44k	229.10	View chart
Goldman Sachs Group Stock (GS)	2.8	$9.9M		20k	495.11	View chart
Servicenow Stock (NOW)	2.8	$9.9M		11k	894.39	View chart
Oreilly Automotive Stock (ORLY)	2.8	$9.7M	+15%	8.5k	1151.57	View chart
Fifth Third Bancorp Stock (FITB)	2.7	$9.6M	NEW	223k	42.84	View chart
Costco Wholesale Corp Stock (COST)	2.6	$9.1M	+11%	10k	886.52	View chart
Fiserv Stock (FI)	2.5	$8.8M		49k	179.65	View chart
Novo-nordisk A/s Adr Adr Cmn Adr (NVO)	2.5	$8.8M		74k	119.07	View chart
Textron Stock (TXT)	2.4	$8.2M		93k	88.58	View chart
Ishares Iboxx $ Investment Grade Corporate Bond Etf Etf (LQD)	2.3	$8.1M	NEW	72k	112.98	View chart
Quanta Svcs Stock (PWR)	2.3	$8.1M	-2%	27k	298.15	View chart
Invesco Bulletshares 2028 Corporate Bond Etf Etf (BSCS)	2.2	$7.6M	+3%	372k	20.56	View chart
The Trade Desk Inc Com Cl A Stock (TTD)	2.1	$7.4M	-4%	68k	109.65	View chart
Edison Intl Stock (EIX)	2.0	$7.1M		81k	87.09	View chart
Invesco Bulletshares 2030 Corporate Bond Etf Etf (BSCU)	2.0	$7.0M	NEW	412k	16.95	View chart
Nasdaq Stk Mkt Stock (NDAQ)	2.0	$6.9M	NEW	95k	73.01	View chart
Nvidia Corporation Stock (NVDA)	2.0	$6.8M	-5%	56k	121.44	View chart
Visa Stock (V)	1.8	$6.4M	-27%	23k	274.95	View chart
Spdr Gold Minishares Trust Etf (GLDM)	1.8	$6.2M		118k	52.13	View chart
Palo Alto Networks Stock (PANW)	1.7	$5.9M	NEW	17k	341.80	View chart
Invesco Bulletshares 2029 Corporate Bond Etf Etf (BSCT)	1.5	$5.4M	+2%	287k	18.81	View chart
Google Stock (GOOGL)	1.5	$5.3M	-34%	32k	165.85	View chart
Public Svc Enterprise Grp Stock (PEG)	1.4	$4.8M	NEW	54k	89.21	View chart
Walmart Stock (WMT)	1.2	$4.2M	-5%	52k	80.75	View chart
Netapp Stock (NTAP)	1.1	$3.9M		31k	123.51	View chart
Arch Cap Group Ltd Ord Stock (ACGL)	1.1	$3.8M	-2%	34k	111.88	View chart
Skechers U S A Inc Cl A Stock (SKX)	0.9	$3.2M	+3%	48k	66.92	View chart
Targa Res Corp Stock (TRGP)	0.9	$3.1M	-2%	21k	148.01	View chart
Oneok Stock (OKE)	0.8	$2.8M		31k	91.13	View chart
Super Micro Computer Stock	0.8	$2.7M	NEW	6.6k	416.40	View chart
Cdw Corp Stock (CDW)	0.8	$2.7M	NEW	12k	226.30	View chart
Johnson & Johnson Stock (JNJ)	0.6	$2.0M		13k	162.07	View chart
Caci Intl Inc Cl A Stock (CACI)	0.6	$2.0M		3.9k	504.56	View chart
Spdr Portfolio S&p 500 Growth Etf Etf (SPYG)	0.5	$1.6M	-28%	20k	82.94	View chart
Apple Stock (AAPL)	0.4	$1.5M	-5%	6.2k	233.02	View chart
Amazon.com Stock (AMZN)	0.4	$1.3M	-4%	7.1k	186.33	View chart
Kkr & Co Stock (KKR)	0.3	$1.1M	NEW	8.3k	130.58	View chart
General Dynamics Corp Stock (GD)	0.3	$1.0M	+4%	3.5k	302.20	View chart
Guggenheim Etf Trust S&p 500 Equal Weight Etf (RSP)	0.3	$930k	+31%	5.2k	179.16	View chart
Builders Firstsource Stock (BLDR)	0.3	$897k		4.6k	193.86	View chart
Intl Business Machines Stock (IBM)	0.3	$889k	NEW	4.0k	221.08	View chart
Royal Caribbean Group Stock (RCL)	0.3	$887k	NEW	5.0k	177.36	View chart
Phillips 66 Stock (PSX)	0.3	$876k	-88%	6.7k	131.45	View chart
First Trust Nasdaq-100 Technology Sector Index Fund Etf (QTEC)	0.2	$847k	-44%	4.4k	191.31	View chart
Cboe Global Mkts Stock (CBOE)	0.2	$846k	-5%	4.1k	204.87	View chart
Proshares S&p Technology Dividend Aristocrats Etf Etf (TDV)	0.2	$835k	-3%	11k	77.07	View chart
Powershares Qqq Tr Etf (QQQ)	0.2	$830k	NEW	1.7k	488.07	View chart
Invesco Dorsey Wright Industrials Momentum Etf Etf (PRN)	0.2	$826k	NEW	5.4k	152.99	View chart
Carrier Global Corporation Stock (CARR)	0.2	$726k	+75%	9.0k	80.49	View chart
Accenture Ltd Bermuda Cl A Stock (ACN)	0.2	$718k	-20%	2.0k	353.39	View chart
Jpmorgan Chase & Co Stock (JPM)	0.2	$694k	-5%	3.3k	210.86	View chart
Ishares U.s. Regional Banks Etf Etf (IAT)	0.2	$568k	NEW	12k	47.54	View chart
Spdr S&p 500 Etf Trust Etf (SPY)	0.2	$531k	-3%	925.00	573.76	View chart
Brinks Stock (BCO)	0.1	$516k		4.5k	115.64	View chart
Old Rep Intl Corp Stock (ORI)	0.1	$507k		14k	35.42	View chart
Ametek Stock (AME)	0.1	$479k	-13%	2.8k	171.71	View chart
Exxon Mobil Corp Stock (XOM)	0.1	$455k	-3%	3.9k	117.22	View chart
Ishares U.s. Consumer Discretionary Etf Etf (IYC)	0.1	$418k	+3%	4.8k	87.94	View chart
Ishares Russell Midcap Growth Etf Etf (IWP)	0.1	$404k		3.4k	117.29	View chart
Communication Services Select Sector Spdr Fund Etf (XLC)	0.1	$395k	-4%	4.4k	90.40	View chart
Ishares Msci Eurozone Etf Etf (EZU)	0.1	$363k	-3%	6.9k	52.23	View chart
Ishares Msci Europe Financials Etf Etf (EUFN)	0.1	$355k	+4%	14k	24.73	View chart
Texas Roadhouse Stock (TXRH)	0.1	$350k		2.0k	176.60	View chart
Spdr S&p Capital Markets Etf Etf (KCE)	0.1	$347k		2.8k	124.88	View chart
Fedex Corp Stock (FDX)	0.1	$324k	NEW	1.2k	273.68	View chart
Spdr Portfolio Aggregate Bond Etf Etf (SPAB)	0.1	$305k	-2%	12k	26.14	View chart
Burlington Stores Stock (BURL)	0.1	$291k	NEW	1.1k	263.48	View chart
Eli Lilly & Co Stock (LLY)	0.1	$287k		324.00	886.88	View chart
Motorola Solutions Stock (MSI)	0.1	$280k		622.00	449.63	View chart
Newmont Corp Stock (NEM)	0.1	$266k	NEW	5.0k	53.45	View chart
Coca Cola Stock (KO)	0.1	$249k	NEW	3.5k	71.86	View chart
Medtronic Stock (MDT)	0.1	$215k	NEW	2.4k	90.03	View chart

Past Filings by AMJ Financial Wealth Management

SEC 13F filings are viewable for AMJ Financial Wealth Management going back to 2019

AMJ Financial Wealth Management 2024 Q3 filed Nov. 12, 2024
AMJ Financial Wealth Management 2024 Q2 filed Aug. 7, 2024
AMJ Financial Wealth Management 2024 Q1 filed May 7, 2024
AMJ Financial Wealth Management 2023 Q4 filed Feb. 12, 2024
AMJ Financial Wealth Management 2023 Q3 filed Nov. 13, 2023
AMJ Financial Wealth Management 2023 Q2 filed Aug. 10, 2023
AMJ Financial Wealth Management 2023 Q1 filed May 2, 2023
AMJ Financial Wealth Management 2022 Q4 filed Feb. 1, 2023
AMJ Financial Wealth Management 2022 Q3 filed Nov. 4, 2022
AMJ Financial Wealth Management 2022 Q2 filed Aug. 12, 2022
AMJ Financial Wealth Management 2022 Q1 filed May 11, 2022
AMJ Financial Wealth Management 2021 Q4 filed Feb. 10, 2022
AMJ Financial Wealth Management 2021 Q3 filed Nov. 12, 2021
AMJ Financial Wealth Management 2021 Q2 filed Aug. 12, 2021
AMJ Financial Wealth Management 2021 Q1 filed May 7, 2021
AMJ Financial Wealth Management 2020 Q4 filed Feb. 9, 2021

View all past filings

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