Amj Financial Wealth Management has filed its 13F form on May 12, 2025 for Q1 2025 where it was disclosed a total value porftolio of $335 Million distributed in 85 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr Bloomberg Short Term High with a value of $14.5M, Brinker International, Inc with a value of $12.9M, O Reilly Automotive Inc with a value of $12M, Sap Se with a value of $11.5M, and Progressive Corp with a value of $11.5M.
Examining the 13F form we can see an decrease of $23.4M in the current position value, from $358M to 335M.
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
$335 Million
ETFs: $73.1 Million
Technology: $67 Million
Financial Services: $60.6 Million
Consumer Cyclical: $40.7 Million
Communication Services: $21.8 Million
Industrials: $19.4 Million
Consumer Defensive: $14.7 Million
Healthcare: $10.9 Million
Other: $16.5 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
