Amj Financial Wealth Management Reduced Holdings in Q3 2025

Amj Financial Wealth Management

  • $407 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
EAT
Brinker International, Inc

Consumer Cyclical
-15.2K
- 20.96%
$126.68 - $184.02 $1.93M - $2.8M
57.4K $7.27M
AMAT
Applied Materials Inc

Technology
-30.5K
- 60.62%
$156.25 - $204.95 $4.77M - $6.25M
19.8K $4.06M
CBOE
Cboe Global Markets, Inc.

Financial Services
-18.6K
- 95.77%
$231.35 - $253.24 $4.31M - $4.72M
824 $202K
V
Visa Inc.

Financial Services
-11.1K
- 49.26%
$332.09 - $358.86 $3.69M - $3.99M
11.5K $3.91M
SAP
Sap Se

Technology
-8.67K
- 22.51%
$252.42 - $311.93 $2.19M - $2.71M
29.8K $7.98M
DUK
Duke Energy Corp

Utilities
-18.2K
- 22.3%
$116.31 - $125.93 $2.12M - $2.29M
63.3K $7.84M
COST
Costco Wholesale Corp

Consumer Defensive
-234
- 2.28%
$915.95 - $994.57 $214K - $233K
10K $9.27M
IBM
International Business Machines Corp

Technology
-2.49K
- 72.52%
$234.77 - $292.47 $584K - $728K
943 $266K
NDAQ
Nasdaq, Inc.

Financial Services
-3.71K
- 2.69%
$86.73 - $96.94 $322K - $360K
134K $11.9M
TT
Trane Technologies PLC

Industrials
-337
- 1.75%
$398.96 - $472.54 $134K - $159K
19K $8M
TRGP
Targa Resources Corp.

Energy
-462
- 2.11%
$160.52 - $174.4 $74.2K - $80.6K
21.4K $3.59M
MCD
Mcdonalds Corp

Consumer Cyclical
-556
- 44.06%
$291.67 - $316.99 $162K - $176K
706 $214K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-315
- 18.98%
$567.77 - $614.76 $179K - $194K
1.35K $823K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
-393
- 5.17%
$301.44 - $365.84 $118K - $144K
7.2K $2.33M
DIS
Walt Disney CO

Communication Services
-92
- 2.89%
$112.25 - $124.0 $10.3K - $11.4K
3.1K $354K
ETN
Eaton Corp PLC

Industrials
-183
- 9.51%
$342.99 - $392.76 $62.8K - $71.9K
1.74K $651K
BLDR
Builders First Source, Inc.

Industrials
-174
- 6.75%
$116.91 - $149.21 $20.3K - $26K
2.41K $291K
IYC
Ishares U.S. Consumer Discreti

ETFs
-163
- 4.73%
$98.12 - $105.85 $16K - $17.3K
3.28K $343K
EUFN
Ishares Msci Europe Financials

ETFs
-509
- 6.26%
$31.4 - $34.74 $16K - $17.7K
7.63K $261K
EZU
Ishares Inc Msci Eurozone ETF

ETFs
-269
- 2.78%
$57.5 - $61.94 $15.5K - $16.7K
9.42K $583K
IWP
Ishares Russell Mid Cap Growth

ETFs
-38
- 0.48%
$137.51 - $145.26 $5.23K - $5.52K
7.83K $1.11M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-123
- 5.79%
$546.99 - $602.2 $67.3K - $74.1K
2K $1.2M
XLC
Select Sector Spdr Tr Communic

ETFs
-14
- 0.31%
$105.99 - $119.41 $1.48K - $1.67K
4.58K $541K
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-262
- 2.05%
$72.65 - $78.68 $19K - $20.6K
12.5K $979K
VEEV
Veeva Systems Inc

Healthcare
-704
- 2.03%
$269.2 - $297.91 $190K - $210K
34K $10.1M
JNJ
Johnson & Johnson

Healthcare
-204
- 3.11%
$155.17 - $185.42 $31.7K - $37.8K
6.35K $1.18M
AAPL
Apple Inc.

Technology
-67
- 1.19%
$202.38 - $256.87 $13.6K - $17.2K
5.57K $1.42M
MSFT
Microsoft Corp

Technology
-17
- 0.07%
$491.09 - $535.64 $8.35K - $9.11K
23K $11.9M
GE
General Electric CO

Industrials
-110
- 0.85%
$244.75 - $305.63 $26.9K - $33.6K
12.8K $3.84M
GLDM
World Gold Trust

ETFs
-3.92K
- 3.59%
$64.73 - $76.45 $254K - $300K
105K $8.06M
GS
Goldman Sachs Group Inc

Financial Services
-452
- 2.43%
$696.56 - $806.32 $315K - $364K
18.1K $14.4M
NVDA
Nvidia Corp

Technology
-39
- 0.08%
$153.3 - $186.58 $5.98K - $7.28K
52K $9.69M
TJX
Tjx Companies Inc

Consumer Cyclical
-2.8K
- 3.08%
$121.35 - $144.54 $340K - $405K
88.3K $12.8M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-5.48K
- 4.44%
$89.32 - $107.82 $490K - $591K
118K $12.7M
AVGO
Broadcom Inc.

Technology
-409
- 1.07%
$264.74 - $369.57 $108K - $151K
37.9K $12.5M
NEM
Newmont Corp

Basic Materials
-3.26K
- 2.74%
$57.35 - $85.25 $187K - $278K
116K $9.75M
Activity Summary
Buys All Purchases 44 New Holdings 17 Increased Positions 27 Sells All Sells 37 Reductions 37 Sold out 0 Options Calls 0 Puts 0
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