Amj Financial Wealth Management Purchases in Q1 2025

Amj Financial Wealth Management

  • $335 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
PGR
Progressive Corp

Financial Services
40.5K
New
$235.61 - $291.22 $9.55M - $11.8M
40.5K $11.5M
BSCV
Invesco ETF Self Indexed Fd Tr
598K
New
$15.87 - $16.38 $9.48M - $9.79M
598K $9.75M
PULS
Pgim ETF Tr

ETFs
183K
New
$49.56 - $49.78 $9.09M - $9.13M
183K $9.12M
VEEV
Veeva Systems Inc

Healthcare
34.5K
New
$210.58 - $246.8 $7.28M - $8.53M
34.5K $8M
HIG
Hartford Financial Services Group, Inc.

Financial Services
57.4K
New
$106.31 - $123.73 $6.1M - $7.1M
57.4K $7.1M
DUK
Duke Energy Corp

Utilities
57.4K
New
$105.87 - $121.97 $6.07M - $7M
57.4K $7M
TTWO
Take Two Interactive Software Inc

Communication Services
26.9K
New
$178.61 - $217.95 $4.8M - $5.85M
26.9K $5.57M
NET
Cloudflare, Inc.

Technology
44.2K
New
$110.71 - $176.5 $4.89M - $7.79M
44.2K $4.98M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
250K
New
$19.42 - $19.54 $4.86M - $4.89M
250K $4.87M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
85.6K
New
$50.82 - $52.7 $4.35M - $4.51M
85.6K $4.49M
OKE
Oneok Inc

Energy
21.3K
+ 84.19%
$89.57 - $109.85 $1.91M - $2.34M
46.6K $4.62M
SJNK
Spdr Bloomberg Short Term High

ETFs
84.3K
+ 17.15%
$25.08 - $25.64 $2.11M - $2.16M
576K $14.5M
GLDM
World Gold Trust

ETFs
2.07K
+ 1.78%
$52.19 - $61.89 $108K - $128K
118K $7.33M
SAP
Sap Se

Technology
992
+ 2.36%
$241.4 - $293.69 $239K - $291K
43K $11.5M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
2.23K
New
$507.05 - $563.67 $1.13M - $1.26M
2.23K $1.15M
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
50.7K
+ 13.46%
$20.05 - $20.4 $1.02M - $1.03M
427K $8.69M
GE
General Electric CO

Industrials
4.92K
New
$168.59 - $212.13 $829K - $1.04M
4.92K $984K
V
Visa Inc.

Financial Services
415
+ 1.83%
$306.92 - $362.71 $127K - $151K
23.1K $8.09M
BSCU
Invesco Exc Self Ind Tr

ETFs
46.9K
+ 11.21%
$16.2 - $16.64 $759K - $780K
465K $7.71M
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
36.1K
+ 12.41%
$18.18 - $18.58 $656K - $671K
327K $6.06M
G
Genpact LTD

Technology
14.3K
New
$42.88 - $55.54 $614K - $795K
14.3K $721K
IAK
Ishares Tr

ETFs
4.36K
New
$121.85 - $137.9 $532K - $602K
4.36K $601K
MRK
Merck & Co., Inc.

Healthcare
6.22K
New
$83.01 - $101.02 $516K - $628K
6.22K $557K
TRGP
Targa Resources Corp.

Energy
278
+ 1.27%
$178.44 - $217.22 $49.6K - $60.4K
22.2K $4.46M
CCL
Carnival Corp

Consumer Cyclical
27.3K
New
$19.08 - $28.49 $521K - $778K
27.3K $533K
EZU
Ishares Inc Msci Eurozone ETF

ETFs
9.43K
New
$46.83 - $56.05 $442K - $529K
9.43K $502K
MCO
Moodys Corp

Financial Services
916
+ 139.0%
$437.8 - $527.48 $401K - $483K
1.58K $733K
PLNT
Planet Fitness, Inc.

Consumer Cyclical
3.99K
+ 79.66%
$90.12 - $109.07 $360K - $435K
9K $869K
NDAQ
Nasdaq, Inc.

Financial Services
6.79K
+ 5.11%
$72.17 - $83.76 $490K - $568K
140K $10.6M
HUBS
Hubspot Inc

Technology
543
New
$571.29 - $819.71 $310K - $445K
543 $310K
IWB
Ishares Tr Russell 1000 ETF

ETFs
903
New
$302.31 - $337.54 $273K - $305K
903 $276K
TW
Tradeweb Markets Inc.

Financial Services
1.38K
+ 49.37%
$123.42 - $148.46 $170K - $204K
4.16K $617K
CME
Cme Group Inc.

Financial Services
771
New
$225.82 - $266.54 $174K - $206K
771 $204K
IWP
Ishares Russell Mid Cap Growth

ETFs
2.05K
+ 32.18%
$114.9 - $139.6 $235K - $286K
8.41K $987K
WMT
Walmart Inc.

Consumer Defensive
2.7K
+ 5.23%
$84.5 - $105.05 $228K - $284K
54.4K $4.78M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
1.48K
+ 11.58%
$24.73 - $25.62 $36.5K - $37.8K
14.2K $363K
XOM
Exxon Mobil Corp

Energy
6
+ 0.16%
$105.44 - $118.93 $633 - $714
3.65K $434K
SPXT
Proshares Tr S&P 500 Ex Techno

ETFs
440
+ 18.39%
$88.87 - $97.02 $39.1K - $42.7K
2.83K $258K
XLC
Select Sector Spdr Tr Communic

ETFs
197
+ 4.44%
$94.84 - $105.31 $18.7K - $20.7K
4.64K $447K
RSP
Invesco S&P 500 Equal Weight E

ETFs
77
+ 1.48%
$169.43 - $182.84 $13K - $14.1K
5.29K $916K
MSI
Motorola Solutions, Inc.

Technology
12
+ 1.93%
$411.73 - $482.1 $4.94K - $5.79K
634 $277K
QQQ
Invesco Qqq Trust, Series 1

ETFs
117
+ 5.98%
$468.34 - $539.52 $54.8K - $63.1K
2.08K $973K
MAR
Marriott International Inc

Consumer Cyclical
14
+ 1.47%
$237.01 - $304.45 $3.32K - $4.26K
969 $230K
AMZN
Amazon Com Inc

Consumer Cyclical
295
+ 4.13%
$190.26 - $242.06 $56.1K - $71.4K
7.43K $1.41M
AAPL
Apple Inc.

Technology
32
+ 0.52%
$209.68 - $247.1 $6.71K - $7.91K
6.18K $1.37M
SHOP
Shopify Inc.

Technology
1.54K
+ 4.02%
$90.59 - $129.31 $140K - $200K
40K $3.82M
FITB
Fifth Third Bancorp

Financial Services
9.13K
+ 3.92%
$37.48 - $44.96 $342K - $411K
242K $9.48M
MSFT
Microsoft Corp

Technology
89
+ 0.39%
$375.39 - $447.2 $33.4K - $39.8K
23K $8.63M
GOOGL
Alphabet Inc.

Communication Services
48
+ 0.15%
$154.33 - $206.19 $7.41K - $9.9K
32.5K $5.02M
Activity Summary
Buys All Purchases 50 New Holdings 21 Increased Positions 29 Sells All Sells 28 Reductions 28 Sold out 0 Options Calls 0 Puts 2
Track This Portfolio

Track Amj Financial Wealth Management Portfolio

Follow Amj Financial Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Amj Financial Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Amj Financial Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email