Aj Wealth Strategies, LLC Incresed Positions 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
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
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
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
405K
+ 53.86%
$29.22 - $35.87 $11.8M - $14.5M
1.16M $34.9M
VDE
Vanguard Energy ETF

ETFs
56.8K
+ 169.03%
$105.87 - $119.99 $6.02M - $6.82M
90.5K $10.2M
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
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
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
NVDA
Nvidia Corp

Technology
318
+ 4.26%
$262.41 - $438.08 $83.4K - $139K
7.78K $3.29M
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
GOOGL
Alphabet Inc.

Communication Services
630
+ 1.97%
$103.71 - $127.31 $65.3K - $80.2K
32.6K $3.91M
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
JEF
Jefferies Financial Group Inc.

Financial Services
6.79K
+ 27.64%
$29.08 - $33.37 $197K - $226K
31.3K $1.04M
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
TOST
Toast, Inc.

Technology
7.3K
+ 51.83%
$16.37 - $23.69 $119K - $173K
21.4K $482K
NOW
Service Now, Inc.

Technology
11
+ 0.5%
$430.51 - $574.37 $4.74K - $6.32K
2.2K $1.24M
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
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
CRM
Salesforce, Inc.

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