Amj Financial Wealth Management Portfolio Holdings

Amj Financial Wealth Management

  • $358 Million
  • Q4 2024

Amj Financial Wealth Management has filed its 13F form on February 06, 2025 for Q4 2024 where it was disclosed a total value porftolio of $358 Million distributed in 84 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Brinker International, Inc with a value of $13.4M, Broadcom Inc. with a value of $12.9M, Spdr Bloomberg Short Term High with a value of $12.4M, Invesco Et Seld Idxd Fd Tr Bul with a value of $12.3M, and Meta Platforms, Inc. with a value of $11.7M.

Examining the 13F form we can see an increase of $14.8M in the current position value, from $343M to 358M.

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 $358 Million
Technology: $94.5 Million
ETFs: $72.2 Million
Financial Services: $51 Million
Industrials: $40.4 Million
Consumer Cyclical: $38.7 Million
Communication Services: $17.9 Million
Utilities: $15.6 Million
Consumer Defensive: $14.3 Million
Other: $13.4 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

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

Summary

  • Portfolio
  • No. of Stocks 84
  • Current Value $358 Million
  • Prior Value $343 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 06, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 14 stocks
  • Additional Purchases 26 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 41 stocks
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