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
IWF
Ishares Russell 1000 Gr ETF

ETFs
9
+ 0.12%
$239.31 - $275.18 $2.15K - $2.48K
7.68K $2.11M
VUG
Vanguard Growth ETF

ETFs
8
+ 0.11%
$243.06 - $282.96 $1.94K - $2.26K
7K $1.98M
APO
Apollo Global Management, Inc.

Financial Services
3.08K
New
$58.04 - $77.39 $179K - $238K
3.08K $236K
TOST
Toast, Inc.

Technology
7.3K
+ 51.83%
$16.37 - $23.69 $119K - $173K
21.4K $482K
MRK
Merck & Co., Inc.

Healthcare
2.02K
New
$108.61 - $118.38 $220K - $239K
2.02K $233K
GE
General Electric CO

Industrials
1.99K
New
$93.6 - $109.85 $187K - $219K
1.99K $219K
NOW
Service Now, Inc.

Technology
11
+ 0.5%
$430.51 - $574.37 $4.74K - $6.32K
2.2K $1.24M
EQT
Eqt Corp

Energy
5.26K
New
$31.04 - $41.13 $163K - $216K
5.26K $216K
UNH
Unitedhealth Group Inc

Healthcare
449
New
$458.49 - $526.23 $206K - $236K
449 $215K
HDB
Hdfc Bank LTD

Financial Services
2.97K
New
$63.94 - $70.89 $190K - $210K
2.97K $206K
COST
Costco Wholesale Corp

Consumer Defensive
40
+ 0.94%
$482.76 - $538.38 $19.3K - $21.5K
4.29K $2.31M
IWM
Ishares Russell 2000 ETF

ETFs
441
+ 3.8%
$170.4 - $187.93 $75.1K - $82.9K
12.1K $2.26M
SPOT
Spotify Technology S.A.

Communication Services
42
+ 0.68%
$130.92 - $160.57 $5.5K - $6.74K
6.18K $992K
CMCSA
Comcast Corp

Communication Services
513
+ 1.4%
$36.52 - $41.67 $18.7K - $21.4K
37.1K $1.54M
FIGS
Figs, Inc.

Consumer Cyclical
18K
New
$6.2 - $8.66 $112K - $156K
18K $148K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
19
+ 0.15%
$240.22 - $261.48 $4.56K - $4.97K
12.4K $3.24M
INFL
Listed Fds Tr Horizon Kinetics

ETFs
4.93K
+ 14.93%
$29.38 - $32.03 $145K - $158K
37.9K $1.16M
IVE
Ishares S&P 500 Value ETF

ETFs
49
+ 0.35%
$149.72 - $161.19 $7.34K - $7.9K
14.2K $2.29M
TSLA
Tesla, Inc.

Consumer Cyclical
173
+ 10.19%
$153.75 - $274.45 $26.6K - $47.5K
1.87K $489K
V
Visa Inc.

Financial Services
171
+ 2.2%
$221.03 - $237.48 $37.8K - $40.6K
7.96K $1.89M
BXMT
Blackstone Mortgage Trust, Inc.

Real Estate
56
+ 0.13%
$16.9 - $20.81 $946 - $1.17K
44.3K $922K
WFC
Wells Fargo & Company

Financial Services
1.62K
+ 14.26%
$36.72 - $42.68 $59.6K - $69.2K
13K $554K
CRM
Salesforce, Inc.

Technology
96
+ 1.01%
$188.89 - $223.38 $18.1K - $21.4K
9.56K $2.02M
HAL
Halliburton CO

Energy
169
+ 0.19%
$27.88 - $34.47 $4.71K - $5.83K
86.9K $2.87M
HUBS
Hubspot Inc

Technology
11
+ 0.98%
$401.85 - $532.09 $4.42K - $5.85K
1.13K $601K
WMT
Walmart Inc.

Consumer Defensive
314
+ 5.08%
$146.06 - $157.73 $45.9K - $49.5K
6.49K $1.02M
SCU
Sculptor Capital Management, Inc.

Financial Services
11.4K
New
$8.0 - $9.87 $91.3K - $113K
11.4K $100K
MLM
Martin Marietta Materials Inc

Basic Materials
17
+ 2.07%
$337.06 - $461.69 $5.73K - $7.85K
837 $386K
SCHW
Schwab Charles Corp

Financial Services
252
+ 1.42%
$47.37 - $57.14 $11.9K - $14.4K
18K $1.02M
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
57
+ 1.23%
$126.43 - $145.6 $7.21K - $8.3K
4.7K $684K
JNJ
Johnson & Johnson

Healthcare
359
+ 15.91%
$154.35 - $166.11 $55.4K - $59.6K
2.62K $432K
SM
Sm Energy CO

Energy
124
+ 0.56%
$25.29 - $31.63 $3.14K - $3.92K
22.4K $709K
PANW
Palo Alto Networks Inc

Technology
21
+ 1.91%
$176.89 - $255.51 $3.71K - $5.37K
1.12K $285K
COP
Conocophillips

Energy
229
+ 2.45%
$96.09 - $109.04 $22K - $25K
9.57K $991K
HD
Home Depot, Inc.

Consumer Cyclical
164
+ 20.47%
$282.33 - $313.74 $46.3K - $51.5K
965 $299K
F
Ford Motor CO

Consumer Cyclical
465
+ 2.17%
$11.25 - $15.13 $5.23K - $7.04K
21.9K $331K
IWP
Ishares Russell Mid Cap Growth

ETFs
6
+ 0.06%
$87.72 - $96.63 $526 - $580
10.2K $988K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
705
+ 15.25%
$81.05 - $82.41 $57.1K - $58.1K
5.33K $432K
XOM
Exxon Mobil Corp

Energy
595
+ 10.71%
$102.18 - $118.34 $60.8K - $70.4K
6.15K $659K
PCG
Pg&E Corp

Utilities
291
+ 0.79%
$16.13 - $17.45 $4.69K - $5.08K
37.2K $642K
COIN
Coinbase Global, Inc.

Technology
145
+ 1.72%
$48.49 - $72.43 $7.03K - $10.5K
8.59K $614K
PG
Procter & Gamble CO

Consumer Defensive
247
+ 14.6%
$142.5 - $156.57 $35.2K - $38.7K
1.94K $294K
VFH
Vanguard Financial ETF

ETFs
52
+ 0.74%
$74.65 - $81.49 $3.88K - $4.24K
7.13K $578K
CVX
Chevron Corp

Energy
274
+ 8.83%
$150.62 - $172.44 $41.3K - $47.2K
3.38K $531K
ARCC
Ares Capital Corp

Financial Services
272
+ 0.75%
$17.65 - $19.11 $4.8K - $5.2K
36.5K $686K
CBOE
Cboe Global Markets, Inc.

Financial Services
52
+ 1.24%
$131.72 - $139.72 $6.85K - $7.27K
4.25K $586K
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
3
+ 0.35%
$439.95 - $478.91 $1.32K - $1.44K
871 $417K
BX
Blackstone Inc.

Financial Services
75
+ 3.14%
$80.4 - $92.97 $6.03K - $6.97K
2.47K $229K
IBM
International Business Machines Corp

Technology
93
+ 4.71%
$120.9 - $138.4 $11.2K - $12.9K
2.07K $276K
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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