Amj Financial Wealth Management Portfolio Holdings

Amj Financial Wealth Management

  • $343 Million
  • Q3 2024

Amj Financial Wealth Management has filed its 13F form on November 12, 2024 for Q3 2024 where it was disclosed a total value porftolio of $343 Million distributed in 84 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Portfolio Long Term Treas with a value of $17.3M, Invesco Et Seld Idxd Fd Tr Bul with a value of $12.2M, Meta Platforms, Inc. with a value of $11.8M, Tjx Companies Inc with a value of $11.3M, and Eaton Corp PLC with a value of $11.1M.

Examining the 13F form we can see an increase of $22.1M in the current position value, from $321M to 343M.

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 $343 Million
Technology: $78.4 Million
ETFs: $73.5 Million
Industrials: $42.3 Million
Financial Services: $39.7 Million
Consumer Cyclical: $37.6 Million
Healthcare: $21.7 Million
Communication Services: $17.1 Million
Consumer Defensive: $13.5 Million
Other: $19.4 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$17.3 Million 5.05% of portfolio
596,287
Q3 2024 New
$0
$12.2 Million 3.57% of portfolio
592,798
Q3 2024 Added 8.52%
$0
$8.14 Million 2.37% of portfolio
72,017
Q3 2024 New
$0
$7.64 Million 2.23% of portfolio
371,818
Q3 2024 Added 3.07%
$0
$6.98 Million 2.04% of portfolio
412,039
Q3 2024 New
$7.45B
$6.16 Million 1.79% of portfolio
118,123
Q3 2024 Reduced 1.21%
$0
$5.4 Million 1.57% of portfolio
287,034
Q3 2024 Added 2.33%
$0
$1.65 Million 0.48% of portfolio
19,863
Q3 2024 Reduced 28.5%
$0
$930,000 0.27% of portfolio
5,193
Q3 2024 Added 31.04%
$0
$846,000 0.25% of portfolio
4,427
Q3 2024 Reduced 44.86%
$0
$825,000 0.24% of portfolio
5,396
Q3 2024 New
$0
$835,000 0.24% of portfolio
10,838
Q3 2024 Reduced 3.02%
$0
$829,000 0.24% of portfolio
1,700
Q3 2024 New
$0
$568,000 0.17% of portfolio
11,948
Q3 2024 New
$0
$530,000 0.15% of portfolio
925
Q3 2024 Reduced 3.34%
$0
$403,000 0.12% of portfolio
3,443
Q3 2024 Reduced 1.77%
$0
$394,000 0.11% of portfolio
4,367
Q3 2024 Reduced 4.46%
$0
$362,000 0.11% of portfolio
6,945
Q3 2024 Reduced 3.23%
$0
$354,000 0.1% of portfolio
14,347
Q3 2024 Added 4.47%
$0
$346,000 0.1% of portfolio
2,778
Q3 2024 Reduced 0.75%
$0
$305,000 0.09% of portfolio
11,674
Q3 2024 Reduced 2.17%

Summary

  • Portfolio
  • No. of Stocks 84
  • Current Value $343 Million
  • Prior Value $321 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 12, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 20 stocks
  • Additional Purchases 17 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 40 stocks
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