Amj Financial Wealth Management Portfolio Holdings by Sector
Amj Financial Wealth Management
- $335 Million
- Q1 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
SJNK PULS BSCS BSCU GLDM BSCT BSCQ IGIB 23 stocks |
$72,799
22.41% of portfolio
|
18
|
5
|
7
|
- |
0
Calls
0
Puts
|
|
Software—Application | Technology
SAP NOW SHOP HUBS 4 stocks |
$21,553
6.64% of portfolio
|
3
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT NET MSFT 3 stocks |
$17,851
5.5% of portfolio
|
3
|
- |
1
|
- |
0
Calls
1
Puts
|
|
Internet Content & Information | Communication Services
META GOOGL 2 stocks |
$16,274
5.01% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
COST WMT 2 stocks |
$14,719
4.53% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
AVGO NVDA 2 stocks |
$13,943
4.29% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
EAT TXRH EAT 3 stocks |
$13,370
4.12% of portfolio
|
1
|
2
|
1
|
- |
0
Calls
1
Puts
|
|
Financial Data & Stock Exchanges | Financial Services
NDAQ CBOE MCO CME 4 stocks |
$12,433
3.83% of portfolio
|
3
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Specialty Retail | Consumer Cyclical
ORLY 1 stocks |
$12,020
3.7% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Insurance—Property & Casualty | Financial Services
PGR 1 stocks |
$11,469
3.53% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Apparel Retail | Consumer Cyclical
TJX 1 stocks |
$11,396
3.51% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
GS TW 2 stocks |
$10,814
3.33% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
FISV CACI IBM G ACN 5 stocks |
$9,647
2.97% of portfolio
|
1
|
4
|
1
|
- |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
FITB 1 stocks |
$9,483
2.92% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Midstream | Energy
OKE TRGP 2 stocks |
$9,075
2.79% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
ETN GE AME 3 stocks |
$8,134
2.5% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
V 1 stocks |
$8,087
2.49% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Health Information Services | Healthcare
VEEV 1 stocks |
$8,002
2.46% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
HIG ORI 2 stocks |
$7,624
2.35% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
DUK 1 stocks |
$6,998
2.15% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Building Products & Equipment | Industrials
TT BLDR 2 stocks |
$6,928
2.13% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Electronic Gaming & Multimedia | Communication Services
TTWO 1 stocks |
$5,565
1.71% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Engineering & Construction | Industrials
PWR 1 stocks |
$4,306
1.33% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
JNJ JNJ MRK LLY 4 stocks |
$2,889
0.89% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Electronics & Computer Distribution | Technology
SNX 1 stocks |
$2,399
0.74% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$1,413
0.44% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Travel Services | Consumer Cyclical
RCL CCL 2 stocks |
$1,412
0.43% of portfolio
|
1
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$1,373
0.42% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Leisure | Consumer Cyclical
PLNT 1 stocks |
$869
0.27% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM 1 stocks |
$733
0.23% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
XOM 1 stocks |
$434
0.13% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
IYC 1 stocks |
$283
0.09% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
MSI 1 stocks |
$277
0.09% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Lodging | Consumer Cyclical
MAR 1 stocks |
$230
0.07% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|