Amj Financial Wealth Management Portfolio Holdings

Amj Financial Wealth Management

  • $407 Million
  • Q3 2025

Amj Financial Wealth Management has filed its 13F form on November 10, 2025 for Q3 2025 where it was disclosed a total value porftolio of $407 Million distributed in 90 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Pgim ETF Tr with a value of $26.3M, Goldman Sachs Group Inc with a value of $14.4M, Meta Platforms, Inc. with a value of $13.5M, Tjx Companies Inc with a value of $12.8M, and O Reilly Automotive Inc with a value of $12.7M.

Examining the 13F form we can see an increase of $12.8M in the current position value, from $394M to 407M.

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 $407 Million
ETFs: $85 Million
Technology: $76.3 Million
Financial Services: $70.2 Million
Industrials: $47.1 Million
Consumer Cyclical: $38.1 Million
Communication Services: $30.3 Million
Consumer Defensive: $15.5 Million
Healthcare: $12.6 Million
Other: $21.6 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$26.3 Million 6.46% of portfolio
527,471
Q3 2025 Added 17.75%
$265B
$14.4 Million 3.55% of portfolio
18,134
Q3 2025 Reduced 2.43%
$1.37T
$13.5 Million 3.33% of portfolio
18,419
Q3 2025 Added 0.79%
$170B
$12.8 Million 3.14% of portfolio
88,256
Q3 2025 Reduced 3.08%
$6.2B
$12.7 Million 3.13% of portfolio
118,023
Q3 2025 Reduced 4.44%
$139B
$12.5 Million 3.08% of portfolio
37,932
Q3 2025 Reduced 1.07%
$61.4B
$12.3 Million 3.03% of portfolio
29,703
Q3 2025 Added 4.27%
$42.8B
$11.9 Million 2.92% of portfolio
134,095
Q3 2025 Reduced 2.69%
$3.78T
$11.9 Million 2.92% of portfolio
22,972
Q3 2025 Reduced 0.07%
$59.6B
$11.7 Million 2.88% of portfolio
54,669
Q3 2025 Added 5.57%
$42.6B
$11.4 Million 2.8% of portfolio
85,274
Q3 2025 Added 1.08%
$17.1B
$11.2 Million 2.76% of portfolio
34,752
Q3 2025 Reduced 1.33%
$0
$10.2 Million 2.51% of portfolio
612,656
Q3 2025 Added 1.46%
$41.2B
$10.1 Million 2.49% of portfolio
34,018
Q3 2025 Reduced 2.03%
$0
$9.95 Million 2.45% of portfolio
183,935
Q3 2025 Added 8.06%
$103B
$9.93 Million 2.44% of portfolio
76,420
Q3 2025 New
$465B
$9.69 Million 2.38% of portfolio
51,952
Q3 2025 Reduced 0.08%
$12.5B
$9.49 Million 2.33% of portfolio
32,954
Q3 2025 Added 2.41%
$404B
$9.27 Million 2.28% of portfolio
10,012
Q3 2025 Reduced 2.28%
$0
$9.13 Million 2.25% of portfolio
444,072
Q3 2025 Added 2.65%
$49.1B
$8.89 Million 2.19% of portfolio
7,417
Q3 2025 Added 250.35%
$284B
$8.44 Million 2.07% of portfolio
118,837
Q3 2025 Added 91.02%
$0
$8.13 Million 2.0% of portfolio
481,139
Q3 2025 Added 2.53%
$11.9B
$8.06 Million 1.98% of portfolio
105,484
Q3 2025 Reduced 3.59%
$96.9B
$8 Million 1.97% of portfolio
18,968
Q3 2025 Reduced 1.75%
$279B
$7.98 Million 1.96% of portfolio
29,849
Q3 2025 Reduced 22.51%
$96.4B
$7.84 Million 1.93% of portfolio
63,345
Q3 2025 Reduced 22.3%
$4.98B
$7.27 Million 1.79% of portfolio
57,404
Q3 2025 Reduced 20.96%
$39.1B
$7.24 Million 1.78% of portfolio
28,030
Q3 2025 Added 5.53%
$279B
$6.23 Million 1.53% of portfolio
60,411
Q3 2025 Added 7.16%
$0
$6.09 Million 1.5% of portfolio
323,784
Q3 2025 Added 2.85%
$0
$5.06 Million 1.24% of portfolio
258,840
Q3 2025 Added 2.49%
$29.2B
$4.27 Million 1.05% of portfolio
95,799
Q3 2025 New
$197B
$4.06 Million 1.0% of portfolio
19,813
Q3 2025 Reduced 60.62%
$77.2B
$4.04 Million 0.99% of portfolio
18,990
Q3 2025 New
$533B
$3.91 Million 0.96% of portfolio
11,459
Q3 2025 Reduced 49.26%
$328B
$3.84 Million 0.94% of portfolio
12,770
Q3 2025 Reduced 0.85%
$39.2B
$3.59 Million 0.88% of portfolio
21,412
Q3 2025 Reduced 2.11%
$19.1B
$3.29 Million 0.81% of portfolio
30,035
Q3 2025 New
$10.5B
$2.81 Million 0.69% of portfolio
26,973
Q3 2025 New
$64.5B
$2.33 Million 0.57% of portfolio
7,204
Q3 2025 Reduced 5.17%
$0
$1.94 Million 0.48% of portfolio
18,566
Q3 2025 Added 3.15%
$2.39T
$1.73 Million 0.43% of portfolio
7,885
Q3 2025 Added 8.33%
$10.1B
$1.65 Million 0.41% of portfolio
3,864
Q1 2025 Reduced 3.11%
$4.3T
$1.42 Million 0.35% of portfolio
5,574
Q3 2025 Reduced 1.19%
$4.81B
$1.28 Million 0.31% of portfolio
29,579
Q3 2025 New
$0
$1.2 Million 0.3% of portfolio
2,002
Q3 2025 Reduced 5.79%
$522B
$1.18 Million 0.29% of portfolio
6,352
Q3 2025 Reduced 3.11%
$0
$1.11 Million 0.27% of portfolio
7,826
Q3 2025 Reduced 0.48%

Summary

  • Portfolio
  • No. of Stocks 90
  • Current Value $407 Million
  • Prior Value $394 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 10, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 17 stocks
  • Additional Purchases 27 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 37 stocks
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