Amj Financial Wealth Management Sells in Q2 2025

Amj Financial Wealth Management

  • $394 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
ETN
Eaton Corp PLC

Industrials
-22.6K
- 92.16%
$246.52 - $356.99 $5.58M - $8.08M
1.93K $687K
OKE
Oneok Inc

Energy
-14.6K
- 31.38%
$78.71 - $100.37 $1.15M - $1.47M
32K $2.61M
FISV
Fiserv Inc

Technology
-11.1K
- 24.34%
N/A
34.7K $4.34M
TRGP
Targa Resources Corp.

Energy
-349
- 1.57%
$157.32 - $205.72 $54.9K - $71.8K
21.9K $3.81M
MRK
Merck & Co., Inc.

Healthcare
-2.89K
- 46.47%
$73.47 - $87.12 $212K - $252K
3.33K $263K
AAPL
Apple Inc.

Technology
-541
- 8.75%
$172.42 - $223.89 $93.3K - $121K
5.64K $1.16M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-570
- 25.56%
$456.74 - $568.03 $260K - $324K
1.66K $942K
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
-12K
- 3.66%
$18.28 - $18.7 $219K - $224K
315K $5.89M
GLDM
World Gold Trust

ETFs
-8.98K
- 7.59%
$58.96 - $67.97 $530K - $611K
109K $7.17M
TJX
Tjx Companies Inc

Consumer Cyclical
-2.51K
- 2.68%
$119.13 - $135.03 $299K - $339K
91.1K $11.2M
JNJ
Johnson & Johnson

Healthcare
-250
- 3.67%
$146.36 - $159.82 $36.6K - $40K
6.56K $1M
V
Visa Inc.

Financial Services
-495
- 2.14%
$308.27 - $373.31 $153K - $185K
22.6K $8.02M
XOM
Exxon Mobil Corp

Energy
-50
- 1.37%
$99.93 - $119.04 $5K - $5.95K
3.6K $388K
ACN
Accenture PLC

Technology
-51
- 2.81%
$279.23 - $323.21 $14.2K - $16.5K
1.76K $526K
ORI
Old Republic International Corp

Financial Services
-560
- 4.19%
$35.25 - $39.79 $19.7K - $22.3K
12.8K $491K
SPXT
Proshares Tr S&P 500 Ex Techno

ETFs
-34
- 1.2%
$81.62 - $95.83 $2.78K - $3.26K
2.8K $268K
SPY
Spdr S&P 500 ETF Trust

ETFs
-50
- 6.2%
$496.48 - $617.85 $24.8K - $30.9K
756 $467K
IBM
International Business Machines Corp

Technology
-487
- 12.43%
$221.03 - $294.78 $108K - $144K
3.43K $1.01M
XLC
Select Sector Spdr Tr Communic

ETFs
-49
- 1.06%
$86.13 - $108.53 $4.22K - $5.32K
4.59K $498K
TDV
Proshares Tr S&P Tech Divid Ar

ETFs
-473
- 4.25%
$62.35 - $83.2 $29.5K - $39.4K
10.7K $886K
IWP
Ishares Russell Mid Cap Growth

ETFs
-544
- 6.47%
$104.34 - $138.68 $56.8K - $75.4K
7.86K $1.09M
JPM
Jpmorgan Chase & CO

Financial Services
-90
- 3.01%
$210.28 - $289.91 $18.9K - $26.1K
2.9K $840K
SAP
Sap Se

Technology
-4.46K
- 10.37%
$237.53 - $309.8 $1.06M - $1.38M
38.5K $11.7M
AMZN
Amazon Com Inc

Consumer Cyclical
-152
- 2.05%
$167.32 - $223.3 $25.4K - $33.9K
7.28K $1.6M
EAT
Brinker International, Inc

Consumer Cyclical
-14K
- 16.12%
$128.68 - $181.78 $1.8M - $2.54M
72.6K $13.1M
COST
Costco Wholesale Corp

Consumer Defensive
-266
- 2.53%
$908.13 - $1056.85 $242K - $281K
10.2K $10.1M
TTWO
Take Two Interactive Software Inc

Communication Services
-295
- 1.1%
$194.58 - $243.05 $57.4K - $71.7K
26.6K $6.45M
NDAQ
Nasdaq, Inc.

Financial Services
-1.79K
- 1.28%
$66.4 - $89.42 $119K - $160K
138K $12.3M
TT
Trane Technologies PLC

Industrials
-303
- 1.55%
$315.21 - $437.41 $95.5K - $133K
19.3K $8.44M
META
Meta Platforms, Inc.

Communication Services
-1.25K
- 6.42%
$484.66 - $738.09 $608K - $926K
18.3K $13.5M
AVGO
Broadcom Inc.

Technology
-10.9K
- 22.13%
$146.29 - $275.65 $1.59M - $3M
38.3K $10.6M
NVDA
Nvidia Corp

Technology
-602
- 1.14%
$94.31 - $157.99 $56.8K - $95.1K
52K $8.21M
MSFT
Microsoft Corp

Technology
-12
- 0.05%
$354.56 - $497.45 $4.25K - $5.97K
23K $11.4M
GS
Goldman Sachs Group Inc

Financial Services
-80
- 0.43%
$462.22 - $707.75 $37K - $56.6K
18.6K $13.2M
Activity Summary
Buys All Purchases 39 New Holdings 16 Increased Positions 23 Sells All Sells 35 Reductions 35 Sold out 0 Options Calls 0 Puts 0
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