Aj Wealth Strategies, LLC has filed its 13F form on July 20, 2023 for Q2 2023 where it was disclosed a total value porftolio of $2.07 Billion distributed in 297 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Large C with a value of $199M, Vanguard Index Fds S&P 500 ETF with a value of $154M, Ishares Trishares 0 3 Mnth Tre with a value of $133M, Invesco Qqq Trust, Series 1 with a value of $80.7M, and Wisdomtree Floating Rate Treas with a value of $76.9M.
Examining the 13F form we can see an increase of $151M in the current position value, from $1.92B to 2.07B.
Below you can find more details about Aj Wealth Strategies, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$2.07 Billion
ETFs: $1.84 Billion
Technology: $60.3 Million
Consumer Cyclical: $46.9 Million
Financial Services: $34.1 Million
Communication Services: $29.4 Million
Energy: $27.7 Million
Healthcare: $18.7 Million
Industrials: $6.79 Million
Other: $8.95 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
