Amj Financial Wealth Management Portfolio Holdings

Amj Financial Wealth Management

  • $321 Million
  • Q2 2024

Amj Financial Wealth Management has filed its 13F form on August 07, 2024 for Q2 2024 where it was disclosed a total value porftolio of $321 Million distributed in 74 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 $12.5M, Tjx Companies Inc with a value of $11.2M, Invesco Et Seld Idxd Fd Tr Bul with a value of $11.2M, Meta Platforms, Inc. with a value of $10.6M, and Brinker International, Inc with a value of $10.6M.

Examining the 13F form we can see an increase of $21.9M in the current position value, from $299M to 321M.

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 $321 Million
Technology: $88.8 Million
ETFs: $56.3 Million
Consumer Cyclical: $38 Million
Industrials: $37.7 Million
Financial Services: $28.5 Million
Healthcare: $20.8 Million
Communication Services: $19.5 Million
Energy: $13.8 Million
Other: $17.7 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.33B
$10.6 Million 3.31% of portfolio
147,005
Q2 2024 Reduced 6.95%
$9.23B
$3.2 Million 1.0% of portfolio
46,363
Q2 2024 Added 12.4%
$5.31B
$448,000 0.14% of portfolio
4,381
Q2 2024 Reduced 3.01%
$9.61B
$434,000 0.14% of portfolio
5,169
Q2 2024 Reduced 4.81%

Summary

  • Portfolio
  • No. of Stocks 74
  • Current Value $321 Million
  • Prior Value $299 Million
  • Filing
  • Period Q2 2024
  • Filing Date August 07, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 9 stocks
  • Additional Purchases 31 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 30 stocks
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