Aj Wealth Strategies, LLC Purchases in Q2 2023

Aj Wealth Strategies, LLC

  • $2.07 Billion
  • Q2 2023
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
135K
+ 55.6%
$371.44 - $407.28 $50M - $54.9M
377K $154M
RSP
Invesco S&P 500 Equal Weight E

ETFs
276K
+ 1026.31%
$139.61 - $149.64 $38.5M - $41.3M
303K $45.3M
IAU
Ishares Gold Trust

ETFs
868K
New
$36.15 - $38.86 $31.4M - $33.7M
868K $31.6M
XLE
Energy Sector Spdr

ETFs
370K
+ 3479.91%
$76.59 - $87.23 $28.3M - $32.3M
381K $30.9M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
290K
+ 28.01%
$100.18 - $100.63 $29M - $29.1M
1.32M $133M
SCHX
Schwab Strategic Tr Us Large C

ETFs
264K
+ 7.47%
$47.67 - $52.37 $12.6M - $13.8M
3.79M $199M
SLV
I Shares Silver Trust

ETFs
719K
New
$20.53 - $23.94 $14.8M - $17.2M
719K $15M
ZI
Zoom Info Technologies Inc.

Technology
537K
+ 404.64%
$20.44 - $28.46 $11M - $15.3M
670K $17M
QQQ
Invesco Qqq Trust, Series 1

ETFs
3.32K
+ 1.55%
$309.99 - $370.26 $1.03M - $1.23M
218K $80.7M
USFR
Wisdomtree Floating Rate Treas

ETFs
222K
+ 16.96%
$50.23 - $50.5 $11.1M - $11.2M
1.53M $76.9M
VDE
Vanguard Energy ETF

ETFs
56.8K
+ 169.03%
$105.87 - $119.99 $6.02M - $6.82M
90.5K $10.2M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
134K
+ 33.8%
$47.37 - $48.0 $6.35M - $6.44M
531K $25.2M
TDTT
Flexshares Tr Iboxx 3 Yr Targe

ETFs
249K
+ 109.44%
$23.5 - $24.18 $5.85M - $6.02M
477K $11.2M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
64.7K
+ 10.64%
$97.49 - $100.53 $6.31M - $6.5M
673K $65.9M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
27.8K
+ 3.33%
$65.29 - $71.03 $1.82M - $1.98M
862K $61.2M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
56.6K
+ 16.04%
$49.75 - $54.44 $2.82M - $3.08M
410K $22.3M
ABNB
Airbnb, Inc.

Consumer Cyclical
28.7K
+ 70.71%
$104.42 - $128.68 $2.99M - $3.69M
69.2K $8.87M
FXC
Invesco Currency Shares Canadian Dollar Trust

ETFs
51.5K
New
$71.71 - $74.41 $3.69M - $3.83M
51.5K $3.8M
VIG
Vanguard Dividend Appreciation

ETFs
14.5K
+ 10.31%
$152.74 - $162.43 $2.21M - $2.36M
155K $25.2M
SCHA
Schwab Strategic Tr Us Small C

ETFs
25.6K
+ 1.99%
$39.91 - $43.82 $1.02M - $1.12M
1.31M $57.6M
SPY
Spdr S&P 500 ETF Trust

ETFs
1.01K
+ 1.15%
$404.36 - $443.28 $406K - $445K
88.4K $39.2M
AMZN
Amazon Com Inc

Consumer Cyclical
376
+ 0.39%
$97.83 - $130.36 $36.8K - $49K
97.9K $12.8M
MSFT
Microsoft Corp

Technology
1.35K
+ 3.51%
$275.42 - $348.1 $371K - $469K
39.7K $13.5M
AAPL
Apple Inc.

Technology
2.08K
+ 3.02%
$160.1 - $193.97 $333K - $403K
70.8K $13.7M
KBA
Kraneshares Bosera Msci China

ETFs
79.5K
New
$22.88 - $26.39 $1.82M - $2.1M
79.5K $1.84M
GLTR
Abrdn Precious Metals Basket ETF Trust

ETFs
19.4K
New
$86.12 - $95.57 $1.67M - $1.86M
19.4K $1.68M
NU
Nu Holdings Ltd.

Financial Services
136K
+ 71.19%
$4.42 - $7.89 $600K - $1.07M
326K $2.58M
MBB
Ishares Tr

ETFs
19.5K
+ 15.39%
$92.54 - $95.74 $1.8M - $1.86M
146K $13.6M
META
Meta Platforms, Inc.

Communication Services
305
+ 1.58%
$207.55 - $288.73 $63.3K - $88.1K
19.6K $5.64M
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
15.3K
+ 2.3%
$99.07 - $99.51 $1.52M - $1.53M
682K $67.9M
TSLX
Sixth Street Specialty Lending, Inc.

Financial Services
60.9K
+ 20.16%
$17.55 - $19.16 $1.07M - $1.17M
363K $6.79M
VGLT
Vanguard Long Term Treasury Et

ETFs
19.3K
New
$62.12 - $66.83 $1.2M - $1.29M
19.3K $1.23M
NVDA
Nvidia Corp

Technology
318
+ 4.26%
$262.41 - $438.08 $83.4K - $139K
7.78K $3.29M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
21K
New
$35.57 - $38.94 $747K - $818K
21K $815K
DASH
Door Dash, Inc.

Communication Services
9.03K
+ 165.39%
$56.82 - $76.49 $513K - $690K
14.5K $1.11M
VTI
Vanguard Total Stock Market Et

ETFs
2
+ 0.0%
$200.75 - $220.28 $402 - $441
40.6K $8.95M
CIVI
Civitas Resources, Inc.

Energy
8.9K
New
$64.8 - $74.07 $576K - $659K
8.9K $617K
GOOGL
Alphabet Inc.

Communication Services
630
+ 1.97%
$103.71 - $127.31 $65.3K - $80.2K
32.6K $3.91M
U
Unity Software Inc.

Technology
10.1K
New
$24.82 - $44.12 $251K - $447K
10.1K $439K
MDB
Mongo Db, Inc.

Technology
28
+ 1.19%
$211.52 - $410.99 $5.92K - $11.5K
2.39K $982K
JPM
Jpmorgan Chase & CO

Financial Services
346
+ 1.68%
$127.47 - $145.44 $44.1K - $50.3K
20.9K $3.04M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
268
+ 3.7%
$309.07 - $341.0 $82.8K - $91.4K
7.51K $2.56M
DKNG
Draft Kings Inc.

Consumer Cyclical
11.8K
New
$17.96 - $26.57 $212K - $313K
11.8K $313K
LLY
Eli Lilly & CO

Healthcare
620
New
$350.74 - $468.98 $217K - $291K
620 $290K
GH
Guardant Health, Inc.

Healthcare
8.05K
New
$20.94 - $38.01 $169K - $306K
8.05K $288K
SNOW
Snowflake Inc.

Technology
1.53K
New
$135.48 - $190.98 $207K - $292K
1.53K $269K
JEF
Jefferies Financial Group Inc.

Financial Services
6.79K
+ 27.64%
$29.08 - $33.37 $197K - $226K
31.3K $1.04M
SHV
Ishares Tr

ETFs
2.22K
New
$110.0 - $110.45 $244K - $245K
2.22K $245K
LULU
Lululemon Athletica Inc.

Consumer Cyclical
640
New
$328.35 - $386.71 $210K - $247K
640 $242K
Activity Summary
Buys All Purchases 130 New Holdings 24 Increased Positions 106 Sells All Sells 60 Reductions 60 Sold out 0 Options Calls 0 Puts 0
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