Amj Financial Wealth Management Portfolio Holdings

Amj Financial Wealth Management

  • $394 Million
  • Q2 2025

Amj Financial Wealth Management has filed its 13F form on August 13, 2025 for Q2 2025 where it was disclosed a total value porftolio of $394 Million distributed in 85 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Pgim ETF Tr with a value of $22.3M, Meta Platforms, Inc. with a value of $13.5M, Goldman Sachs Group Inc with a value of $13.2M, Brinker International, Inc with a value of $13.1M, and Nasdaq, Inc. with a value of $12.3M.

Examining the 13F form we can see an increase of $59.4M in the current position value, from $335M to 394M.

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 $394 Million
Technology: $82 Million
ETFs: $77.6 Million
Financial Services: $65 Million
Industrials: $42.8 Million
Consumer Cyclical: $41.3 Million
Communication Services: $23.6 Million
Consumer Defensive: $15.9 Million
Healthcare: $12.4 Million
Other: $23.4 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.78T
$13.5 Million 3.42% of portfolio
18,275
Q2 2025 Reduced 6.42%
$254B
$13.2 Million 3.34% of portfolio
18,586
Q2 2025 Reduced 0.43%
$6.82B
$13.1 Million 3.32% of portfolio
72,622
Q2 2025 Reduced 16.12%
$47.2B
$12.3 Million 3.13% of portfolio
137,805
Q2 2025 Reduced 1.28%
$323B
$11.7 Million 2.97% of portfolio
38,522
Q2 2025 Reduced 10.37%
$17.1B
$11.6 Million 2.93% of portfolio
35,220
Q2 2025 New
$3.95T
$11.4 Million 2.9% of portfolio
22,989
Q2 2025 Reduced 0.05%
$155B
$11.2 Million 2.85% of portfolio
91,057
Q2 2025 Reduced 2.68%
$6.4B
$11.1 Million 2.83% of portfolio
123,505
Q2 2025 Added 1,371.87%
$142B
$10.9 Million 2.77% of portfolio
40,948
Q2 2025 Added 1.04%
$56B
$10.8 Million 2.73% of portfolio
28,486
Q2 2025 Added 68.13%
$41B
$10.7 Million 2.72% of portfolio
84,362
Q2 2025 Added 46.98%
$127B
$10.6 Million 2.68% of portfolio
38,341
Q2 2025 Reduced 22.13%
$439B
$10.1 Million 2.57% of portfolio
10,246
Q2 2025 Reduced 2.53%
$57.3B
$10.1 Million 2.57% of portfolio
51,786
Q2 2025 Added 17.27%
$38.7B
$10 Million 2.54% of portfolio
34,722
Q2 2025 Added 0.5%
$162B
$9.21 Million 2.34% of portfolio
50,313
Q2 2025 New
$102B
$8.44 Million 2.14% of portfolio
19,305
Q2 2025 Reduced 1.55%
$456B
$8.21 Million 2.09% of portfolio
51,991
Q2 2025 Reduced 1.14%
$551B
$8.02 Million 2.04% of portfolio
22,583
Q2 2025 Reduced 2.14%
$10.7B
$7.77 Million 1.97% of portfolio
32,178
Q2 2025 New
$54.7B
$6.93 Million 1.76% of portfolio
118,927
Q2 2025 New
$38.7B
$6.45 Million 1.64% of portfolio
26,560
Q2 2025 Reduced 1.1%
$67.4B
$6.19 Million 1.57% of portfolio
334,313
Q2 2025 New
$281B
$5.51 Million 1.4% of portfolio
56,377
Q2 2025 Added 3.6%
$26.4B
$4.54 Million 1.15% of portfolio
19,458
Q2 2025 Added 385.24%
$79.5B
$4.34 Million 1.1% of portfolio
34,655
Q2 2025 Reduced 24.34%
$38.1B
$3.81 Million 0.97% of portfolio
21,874
Q2 2025 Reduced 1.57%
$259B
$3.78 Million 0.96% of portfolio
62,213
Q2 2025 New
$306B
$3.32 Million 0.84% of portfolio
12,880
Q2 2025 Added 161.9%
$545B
$2.83 Million 0.72% of portfolio
2,117
Q2 2025 New
$33.1B
$2.61 Million 0.66% of portfolio
31,955
Q2 2025 Reduced 31.38%
$79.9B
$2.38 Million 0.6% of portfolio
7,597
Q2 2025 Added 77.46%
$10.1B
$1.65 Million 0.42% of portfolio
3,864
Q1 2025 Reduced 3.11%
$2.26T
$1.6 Million 0.41% of portfolio
7,279
Q2 2025 Reduced 2.05%
$3.69T
$1.16 Million 0.29% of portfolio
5,641
Q2 2025 Reduced 8.75%
$8.95B
$1.08 Million 0.27% of portfolio
9,860
Q2 2025 Added 9.54%
$210B
$1.01 Million 0.26% of portfolio
3,432
Q2 2025 Reduced 12.43%
$452B
$1 Million 0.25% of portfolio
6,556
Q2 2025 Reduced 3.67%
$859B
$840,000 0.21% of portfolio
2,899
Q2 2025 Reduced 3.01%
$145B
$687,000 0.17% of portfolio
1,925
Q2 2025 Reduced 92.16%
$150B
$526,000 0.13% of portfolio
1,763
Q2 2025 Reduced 2.81%
$11.7B
$491,000 0.12% of portfolio
12,793
Q2 2025 Reduced 4.19%
$442B
$388,000 0.1% of portfolio
3,602
Q2 2025 Reduced 1.37%
$11B
$404,000 0.1% of portfolio
13,597
Q2 2025 New
$207B
$395,000 0.1% of portfolio
3,187
Q2 2025 New
$222B
$368,000 0.09% of portfolio
1,262
Q2 2025 New
$21.5B
$300,000 0.08% of portfolio
2,579
Q1 2025 Reduced 40.05%
$86B
$264,000 0.07% of portfolio
969
Q1 2025 Added 1.47%

Summary

  • Portfolio
  • No. of Stocks 85
  • Current Value $394 Million
  • Prior Value $335 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 13, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 16 stocks
  • Additional Purchases 23 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 35 stocks
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