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 Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.32T
$11.8 Million 3.44% of portfolio
20,619
Q3 2024 Reduced 2.03%
$290B
$10 Million 2.93% of portfolio
43,845
Q3 2024 Reduced 0.56%
$3.25T
$9.93 Million 2.89% of portfolio
23,081
Q3 2024 Reduced 0.47%
$220B
$9.89 Million 2.88% of portfolio
11,062
Q3 2024 Reduced 1.73%
$422B
$9.1 Million 2.65% of portfolio
10,266
Q3 2024 Added 11.64%
$336B
$6.82 Million 1.99% of portfolio
56,171
Q3 2024 Reduced 5.28%
$519B
$6.37 Million 1.86% of portfolio
23,180
Q3 2024 Reduced 27.7%
$1.14T
$5.29 Million 1.54% of portfolio
31,912
Q3 2024 Reduced 34.31%
$250B
$4.19 Million 1.22% of portfolio
51,857
Q3 2024 Reduced 5.99%
$4.09T
$1.45 Million 0.42% of portfolio
6,237
Q3 2024 Reduced 5.76%
$2.29T
$1.33 Million 0.39% of portfolio
7,119
Q3 2024 Reduced 4.81%
$378B
$1.11 Million 0.32% of portfolio
6,819
Q3 2024 Reduced 0.53%
$200B
$889,000 0.26% of portfolio
4,023
Q3 2024 New
$231B
$717,000 0.21% of portfolio
2,031
Q3 2024 Reduced 20.94%
$697B
$693,000 0.2% of portfolio
3,290
Q3 2024 Reduced 5.38%
$441B
$454,000 0.13% of portfolio
3,879
Q3 2024 Reduced 3.77%
$270B
$248,000 0.07% of portfolio
3,460
Q3 2024 New

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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