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 Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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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