Amj Financial Wealth Management Portfolio Holdings

Amj Financial Wealth Management

  • $358 Million
  • Q4 2024

Amj Financial Wealth Management has filed its 13F form on February 06, 2025 for Q4 2024 where it was disclosed a total value porftolio of $358 Million distributed in 84 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Brinker International, Inc with a value of $13.4M, Broadcom Inc. with a value of $12.9M, Spdr Bloomberg Short Term High with a value of $12.4M, Invesco Et Seld Idxd Fd Tr Bul with a value of $12.3M, and Meta Platforms, Inc. with a value of $11.7M.

Examining the 13F form we can see an increase of $14.8M in the current position value, from $343M to 358M.

Amj Financial Wealth Management is based out at Leesburg, VA

Below you can find more details about Amj Financial Wealth Management portfolio as well as his latest detailed transactions.

Portfolio value $358 Million
Technology: $94.5 Million
ETFs: $72.2 Million
Financial Services: $51 Million
Industrials: $40.4 Million
Consumer Cyclical: $38.7 Million
Communication Services: $17.9 Million
Utilities: $15.6 Million
Consumer Defensive: $14.3 Million
Other: $13.4 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$7.26B
$13.4 Million 3.73% of portfolio
101,066
Q4 2024 Reduced 25.55%
$80.8B
$12.9 Million 3.62% of portfolio
55,856
Q4 2024 Reduced 5.05%
$0
$12.4 Million 3.47% of portfolio
491,391
Q4 2024 New
$0
$12.3 Million 3.44% of portfolio
596,541
Q4 2024 Added 0.63%
$1.5T
$11.7 Million 3.27% of portfolio
19,870
Q4 2024 Reduced 3.63%
$145B
$11.3 Million 3.17% of portfolio
93,942
Q4 2024 Reduced 2.69%
$117B
$10.9 Million 3.06% of portfolio
32,976
Q4 2024 Reduced 1.45%
$212B
$10.8 Million 3.03% of portfolio
18,942
Q4 2024 Reduced 5.35%
$188B
$10.7 Million 3.0% of portfolio
10,123
Q4 2024 Reduced 8.49%
$322B
$10.3 Million 2.89% of portfolio
41,988
Q4 2024 Reduced 4.24%
$40.7B
$10.3 Million 2.87% of portfolio
132,806
Q4 2024 Added 40.06%
$86.3B
$10 Million 2.8% of portfolio
8,454
Q4 2024 Reduced 0.14%
$29.8B
$9.84 Million 2.75% of portfolio
232,803
Q4 2024 Added 4.21%
$82B
$9.79 Million 2.74% of portfolio
26,515
Q4 2024 Reduced 5.65%
$464B
$9.65 Million 2.7% of portfolio
10,536
Q4 2024 Added 2.63%
$2.96T
$9.66 Million 2.7% of portfolio
22,912
Q4 2024 Reduced 0.73%
$37.1B
$8.34 Million 2.33% of portfolio
26,390
Q4 2024 Reduced 2.41%
$57B
$8.19 Million 2.29% of portfolio
45,023
Q4 2024 Added 161.4%
$21.7B
$8 Million 2.23% of portfolio
68,897
Q4 2024 Added 120.73%
$0
$7.75 Million 2.16% of portfolio
72,508
Q4 2024 Added 0.68%
$31.2B
$7.62 Million 2.13% of portfolio
64,877
Q4 2024 Reduced 3.93%
$0
$7.58 Million 2.12% of portfolio
376,592
Q4 2024 Added 1.28%
$311B
$7.41 Million 2.07% of portfolio
55,180
Q4 2024 Reduced 1.76%
$593B
$7.16 Million 2.0% of portfolio
22,663
Q4 2024 Reduced 2.23%
$0
$6.84 Million 1.91% of portfolio
418,037
Q4 2024 Added 1.46%
$20.8B
$6.67 Million 1.86% of portfolio
83,552
Q4 2024 Added 3.15%
$1.02T
$6.14 Million 1.71% of portfolio
32,411
Q4 2024 Added 1.56%
$8.3B
$6.05 Million 1.69% of portfolio
116,319
Q4 2024 Reduced 1.53%
$77.5B
$5.96 Million 1.67% of portfolio
30,926
Q4 2024 New
$79.5B
$5.77 Million 1.61% of portfolio
46,093
Q4 2024 Reduced 6.36%
$15.8B
$5.36 Million 1.5% of portfolio
70,127
Q4 2024 Reduced 24.33%
$0
$5.33 Million 1.49% of portfolio
290,699
Q4 2024 Added 1.28%
$268B
$4.67 Million 1.31% of portfolio
51,715
Q4 2024 Reduced 0.27%
$133B
$4.09 Million 1.14% of portfolio
38,455
Q4 2024 New
$0
$4 Million 1.12% of portfolio
51,338
Q4 2024 New
$45.7B
$3.92 Million 1.09% of portfolio
21,945
Q4 2024 Added 6.13%
$6.98B
$3.71 Million 1.04% of portfolio
19,463
Q4 2024 New
$87.9B
$3.41 Million 0.95% of portfolio
11,350
Q4 2024 Reduced 55.6%
$34.3B
$3.05 Million 0.85% of portfolio
32,978
Q4 2024 Reduced 3.71%
$44.9B
$2.54 Million 0.71% of portfolio
25,283
Q4 2024 Reduced 18.45%
$26.6B
$2.3 Million 0.64% of portfolio
19,934
Q4 2024 New
$21B
$1.83 Million 0.51% of portfolio
21,208
Q4 2024 New
$10.1B
$1.71 Million 0.48% of portfolio
3,988
Q4 2024 Added 1.79%
$0
$1.57 Million 0.44% of portfolio
17,906
Q4 2024 Reduced 9.85%
$2.16T
$1.57 Million 0.44% of portfolio
7,136
Q4 2024 Added 0.24%
$3.89T
$1.54 Million 0.43% of portfolio
6,150
Q4 2024 Reduced 1.39%
$117B
$1.18 Million 0.33% of portfolio
7,986
Q4 2024 Reduced 4.12%
$205B
$1.08 Million 0.3% of portfolio
12,498
Q4 2024 Reduced 83.11%
$62.8B
$1.03 Million 0.29% of portfolio
4,451
Q4 2024 Reduced 10.96%

Summary

  • Portfolio
  • No. of Stocks 84
  • Current Value $358 Million
  • Prior Value $343 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 06, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 14 stocks
  • Additional Purchases 26 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 41 stocks
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