Aj Wealth Strategies, LLC Portfolio Holdings
Aj Wealth Strategies, LLC
- $2.07 Billion
- Q2 2023
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.
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
Summary
- Portfolio
- No. of Stocks 297
- Current Value $2.07 Billion
- Prior Value $1.92 Billion
- Filing
- Period Q2 2023
- Filing Date July 20, 2023
- Form Type 13F-HR
- Activity in Q2 2023
- New Purchases 24 stocks
- Additional Purchases 106 stocks
- Sold out of 0 stocks
- Reduced holdings in 60 stocks