Amj Financial Wealth Management Portfolio Holdings

Amj Financial Wealth Management

  • $335 Million
  • Q1 2025

Amj Financial Wealth Management has filed its 13F form on May 12, 2025 for Q1 2025 where it was disclosed a total value porftolio of $335 Million distributed in 85 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Bloomberg Short Term High with a value of $14.5M, Brinker International, Inc with a value of $12.9M, O Reilly Automotive Inc with a value of $12M, Sap Se with a value of $11.5M, and Progressive Corp with a value of $11.5M.

Examining the 13F form we can see an decrease of $23.4M in the current position value, from $358M to 335M.

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 $335 Million
ETFs: $73.1 Million
Technology: $67 Million
Financial Services: $60.6 Million
Consumer Cyclical: $40.7 Million
Communication Services: $21.8 Million
Industrials: $19.4 Million
Consumer Defensive: $14.7 Million
Healthcare: $10.9 Million
Other: $16.5 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$14.5 Million 4.33% of portfolio
575,648
Q1 2025 Added 17.15%
$7.46B
$12.9 Million 3.86% of portfolio
86,580
Q1 2025 Reduced 14.33%
$84.7B
$12 Million 3.59% of portfolio
8,391
Q1 2025 Reduced 0.75%
$357B
$11.5 Million 3.45% of portfolio
42,980
Q1 2025 Added 2.36%
$159B
$11.5 Million 3.43% of portfolio
40,528
Q1 2025 New
$147B
$11.4 Million 3.41% of portfolio
93,567
Q1 2025 Reduced 0.4%
$1.5T
$11.3 Million 3.36% of portfolio
19,529
Q1 2025 Reduced 1.72%
$42.1B
$10.6 Million 3.17% of portfolio
139,593
Q1 2025 Added 5.11%
$209B
$10.2 Million 3.05% of portfolio
18,666
Q1 2025 Reduced 1.46%
$445B
$9.94 Million 2.97% of portfolio
10,512
Q1 2025 Reduced 0.23%
$0
$9.75 Million 2.91% of portfolio
597,635
Q1 2025 New
$27.2B
$9.48 Million 2.83% of portfolio
241,936
Q1 2025 Added 3.92%
$0
$9.12 Million 2.73% of portfolio
183,390
Q1 2025 New
$0
$8.69 Million 2.6% of portfolio
427,265
Q1 2025 Added 13.46%
$3.52T
$8.63 Million 2.58% of portfolio
23,001
Q1 2025 Added 0.39%
$98.9B
$8.24 Million 2.46% of portfolio
49,236
Q1 2025 Reduced 11.85%
$39.8B
$8 Million 2.39% of portfolio
34,548
Q1 2025 New
$0
$7.71 Million 2.31% of portfolio
464,902
Q1 2025 Added 11.21%
$9.75B
$7.33 Million 2.19% of portfolio
118,391
Q1 2025 Added 1.78%
$40.4B
$7.1 Million 2.12% of portfolio
57,396
Q1 2025 New
$88.9B
$7 Million 2.09% of portfolio
57,375
Q1 2025 New
$130B
$6.68 Million 2.0% of portfolio
24,567
Q1 2025 Reduced 25.5%
$99.1B
$6.61 Million 1.97% of portfolio
19,608
Q1 2025 Reduced 26.05%
$0
$6.06 Million 1.81% of portfolio
326,787
Q1 2025 Added 12.41%
$207B
$5.89 Million 1.76% of portfolio
7,395
Q1 2025 Reduced 26.95%
$79.5B
$5.73 Million 1.71% of portfolio
45,801
Q1 2025 Reduced 0.63%
$355B
$5.7 Million 1.7% of portfolio
52,593
Q1 2025 Reduced 4.69%
$38.9B
$5.57 Million 1.66% of portfolio
26,855
Q1 2025 New
$993B
$5.02 Million 1.5% of portfolio
32,459
Q1 2025 Added 0.15%
$50.3B
$4.98 Million 1.49% of portfolio
44,161
Q1 2025 New
$0
$4.87 Million 1.46% of portfolio
250,007
Q1 2025 New
$265B
$4.78 Million 1.43% of portfolio
54,419
Q1 2025 Added 5.23%
$36.2B
$4.62 Million 1.38% of portfolio
46,570
Q1 2025 Added 84.19%
$0
$4.49 Million 1.34% of portfolio
85,576
Q1 2025 New
$36.9B
$4.46 Million 1.33% of portfolio
22,223
Q1 2025 Added 1.27%
$50.9B
$4.31 Million 1.29% of portfolio
16,943
Q1 2025 Reduced 35.8%
$128B
$3.82 Million 1.14% of portfolio
39,999
Q1 2025 Added 4.02%
$12B
$2.4 Million 0.72% of portfolio
23,079
Q1 2025 New
$10.1B
$1.65 Million 0.49% of portfolio
3,864
Q1 2025 Reduced 3.11%
$0
$1.44 Million 0.43% of portfolio
17,864
Q1 2025 Reduced 0.23%
$2.21T
$1.41 Million 0.42% of portfolio
7,431
Q1 2025 Added 4.13%
$3.24T
$1.37 Million 0.41% of portfolio
6,182
Q1 2025 Added 0.52%
$406B
$1.13 Million 0.34% of portfolio
6,806
Q4 2024 Reduced 0.19%
$0
$1.15 Million 0.34% of portfolio
2,230
Q1 2025 New
$0
$987,000 0.3% of portfolio
8,408
Q1 2025 Added 32.18%
$244B
$974,000 0.29% of portfolio
3,919
Q1 2025 Reduced 2.12%
$275B
$984,000 0.29% of portfolio
4,918
Q1 2025 New
$0
$973,000 0.29% of portfolio
2,075
Q1 2025 Added 5.98%
$23.3B
$907,000 0.27% of portfolio
4,010
Q1 2025 Reduced 0.12%

Summary

  • Portfolio
  • No. of Stocks 85
  • Current Value $335 Million
  • Prior Value $358 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 12, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 21 stocks
  • Additional Purchases 29 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 28 stocks
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