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CIK: 0001801585
Total reported value
$424.0M
$424.0M
81 檔
15.1%
As reported in its official Q1 2025 Form 13F filing, AMJ Financial Wealth Management's tracked investment portfolio stood at $424.0M with 81 total positions.
In Q1 2025, AMJ Financial Wealth Management displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SJNK | Ss Spdr Bb St Hi Yield ETF | ETF-Other | 4.28% | — | +17.15% | |
| 2 | EAT | Brinker International Inc | Stock-Consumer Disc | 3.85% | — | -13.34% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 3.80% | — | +41.67% | |
| 4 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 3.55% | — | -0.75% | |
| 5 | SAP | Sap Se-sponsored Adr | Stock-Tech | 3.41% | — | +2.36% | |
| 6 | PGR | Progressive CORP | Stock-Financials | 3.39% | — | — | |
| 7 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 3.36% | — | -0.40% | |
| 8 | META | Meta Platforms Inc-class A | Stock-Comm Services | 3.32% | — | -1.72% | |
| 9 | NDAQ | Nasdaq Inc | Stock-Financials | 3.13% | — | +5.11% | |
| 10 | GS | Goldman Sachs Group Inc | Stock-Financials | 3.01% | — | -1.46% | |
| 11 | FISV | Fiserv Inc | Stock-Other | 2.99% | — | -0.63% | |
| 12 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 2.94% | — | -0.23% | |
| 13 | BSCV | Invesco Bulletshares 2031 Cb | ETF-Other | 2.88% | — | — | |
| 14 | FITB | Fifth Third Bancorp | Stock-Financials | 2.80% | — | +3.92% | |
| 15 | PULS | Pgim Ultra Short Bond ETF | ETF-Other | 2.69% | — | — | |
| 16 | BSCS | Invesco Bulletshares 2028 Cb | ETF-Other | 2.57% | — | +13.46% | |
| 17 | AVGO | Broadcom Inc | Stock-Tech | 2.43% | — | -11.85% | |
| 18 | V | Visa Inc-class A Shares | Stock-Financials | 2.39% | — | +1.83% | |
| 19 | VEEV | Veeva Systems Inc-class A | Stock-Healthcare | 2.36% | — | — | |
| 20 | BSCU | Invesco Bulletshares 2030 Cb | ETF-Other | 2.28% | — | +11.21% | |
| 21 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 2.16% | — | +1.78% | |
| 22 | HIG | Hartford Insurance Group Inc | Stock-Financials | 2.10% | — | — | |
| 23 | DUK | Duke Energy CORP | Stock-Utilities | 2.07% | — | — | |
| 24 | ETN | Eaton Corporation plc | Stock-Industrials | 1.97% | — | -25.50% | |
| 25 | TT | Trane Technologies plc | Stock-Industrials | 1.95% | — | -26.05% | |
| 26 | BSCT | Invesco Bulletshares 2029 Cb | ETF-Other | 1.79% | — | +12.41% | |
| 27 | NOW | Servicenow Inc | Stock-Tech | 1.74% | — | -26.95% | |
| 28 | NVDA | Nvidia CORP | Stock-Tech | 1.68% | — | -4.69% | |
| 29 | TTWO | Take-two Interactive Softwre | Stock-Comm Services | 1.64% | — | — | |
| 30 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.48% | — | +0.15% | |
| 31 | NET | Cloudflare Inc - Class A | Stock-Tech | 1.47% | — | — | |
| 32 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-Other | 1.44% | — | — | |
| 33 | WMT | Walmart Inc | Stock-Consumer Staples | 1.41% | — | +5.23% | |
| 34 | OKE | Oneok Inc | Stock-Energy | 1.36% | — | +84.19% | |
| 35 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 1.33% | — | — | |
| 36 | TRGP | Targa Resources CORP | Stock-Energy | 1.32% | — | +1.27% | |
| 37 | PWR | Quanta Services Inc | Stock-Industrials | 1.27% | — | -35.80% | |
| 38 | SHOP | Shopify Inc - Class A | Stock-Tech | 1.13% | — | +4.02% | |
| 39 | SNX | TD Synnex CORP | Stock-Tech | 0.71% | — | — | |
| 40 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.61% | — | — | |
| 41 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.42% | — | -0.23% | |
| 42 | CACI | Caci International Inc -cl A | Stock-Tech | 0.42% | — | -3.11% | |
| 43 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.42% | — | +4.13% | |
| 44 | AAPL | Apple Inc | Stock-Tech | 0.41% | — | +0.52% | |
| 45 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.34% | — | — | |
| 46 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 0.29% | — | +32.18% | |
| 47 | GE | General Electric | Stock-Industrials | 0.29% | — | — | |
| 48 | IBM | Intl Business Machines CORP | Stock-Tech | 0.29% | — | -2.12% | |
| 49 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.29% | — | +5.98% | |
| 50 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.27% | — | +1.48% |
According to official SEC Form 13F filings, AMJ Financial Wealth Management reported a total U.S. public equity portfolio value of $424.0M across 81 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SJNK, EAT, MSFT) accounted for 15.1% of total reported equity market value during Q1 2025.
Top New Position Initiated
SJNK
市值: $14.5M
During Q1 2025, AMJ Financial Wealth Management's top holdings by market value included SJNK (4.3%)、EAT (3.9%)、MSFT (3.8%). The largest single position, SJNK, represented 4.3% of total portfolio value.
In Q1 2025, AMJ Financial Wealth Management made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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