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CIK: 0001801585
Total reported value
$424.0M
$424.0M
81 檔
18.7%
During the Q2 2025 filing period, AMJ Financial Wealth Management (CIK: 0001801585) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $424.0M across 81 reported positions.
During Q2 2025, AMJ Financial Wealth Management's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | PULS | Pgim Ultra Short Bond ETF | ETF-Other | 5.55% | — | +144.26% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 4.25% | — | -0.04% | |
| 3 | META | Meta Platforms Inc-class A | Stock-Comm Services | 3.36% | — | -6.42% | |
| 4 | EAT | Brinker International Inc | Stock-Consumer Disc | 3.31% | — | -15.94% | |
| 5 | GS | Goldman Sachs Group Inc | Stock-Financials | 3.27% | — | -0.43% | |
| 6 | NDAQ | Nasdaq Inc | Stock-Financials | 3.07% | — | -1.28% | |
| 7 | SAP | Sap Se-sponsored Adr | Stock-Tech | 2.92% | — | -10.37% | |
| 8 | HEI | Heico CORP | Stock-Industrials | 2.88% | — | — | |
| 9 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 2.80% | — | -2.68% | |
| 10 | ORLY | O'reilly Automotive Inc | Stock-Consumer Disc | 2.77% | — | +1371.87% | |
| 11 | PGR | Progressive CORP | Stock-Financials | 2.72% | — | +1.04% | |
| 12 | PWR | Quanta Services Inc | Stock-Industrials | 2.68% | — | +68.13% | |
| 13 | HIG | Hartford Insurance Group Inc | Stock-Financials | 2.66% | — | +46.98% | |
| 14 | AVGO | Broadcom Inc | Stock-Tech | 2.63% | — | -22.13% | |
| 15 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 2.53% | — | -2.53% | |
| 16 | NET | Cloudflare Inc - Class A | Stock-Tech | 2.52% | — | +17.27% | |
| 17 | VEEV | Veeva Systems Inc-class A | Stock-Healthcare | 2.49% | — | +0.50% | |
| 18 | BSCV | Invesco Bulletshares 2031 Cb | ETF-Other | 2.48% | — | +1.04% | |
| 19 | DUK | Duke Energy CORP | Stock-Utilities | 2.40% | — | +42.10% | |
| 20 | AMAT | Applied Materials Inc | Stock-Tech | 2.29% | — | — | |
| 21 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 2.26% | — | +98.90% | |
| 22 | BSCS | Invesco Bulletshares 2028 Cb | ETF-Other | 2.21% | — | +1.25% | |
| 23 | TT | Trane Technologies plc | Stock-Industrials | 2.10% | — | -1.55% | |
| 24 | NVDA | Nvidia CORP | Stock-Tech | 2.04% | — | -1.14% | |
| 25 | V | Visa Inc-class A Shares | Stock-Financials | 2.00% | — | -2.14% | |
| 26 | BSCU | Invesco Bulletshares 2030 Cb | ETF-Other | 1.96% | — | +0.94% | |
| 27 | HII | Huntington Ingalls Industrie | Stock-Industrials | 1.93% | — | — | |
| 28 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 1.78% | — | -7.59% | |
| 29 | NEM | Newmont CORP | Stock-Materials | 1.72% | — | — | |
| 30 | TTWO | Take-two Interactive Softwre | Stock-Comm Services | 1.61% | — | -1.10% | |
| 31 | INFY | Infosys Ltd-sp Adr | Stock-Tech | 1.54% | — | — | |
| 32 | FISV | Fiserv Inc | Stock-Other | 1.49% | — | -24.34% | |
| 33 | BSCT | Invesco Bulletshares 2029 Cb | ETF-Other | 1.47% | — | -3.66% | |
| 34 | ANET | Arista Networks Inc | Stock-Tech | 1.46% | — | — | |
| 35 | WMT | Walmart Inc | Stock-Consumer Staples | 1.37% | — | +3.60% | |
| 36 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-Other | 1.23% | — | +1.01% | |
| 37 | CBOE | Cboe Global Markets Inc | Stock-Financials | 1.13% | — | +385.24% | |
| 38 | TRGP | Targa Resources CORP | Stock-Energy | 0.95% | — | -1.57% | |
| 39 | HSBC | Hsbc Holdings Plc-spons Adr | Stock-Financials | 0.94% | — | — | |
| 40 | GE | General Electric | Stock-Industrials | 0.83% | — | +161.90% | |
| 41 | NFLX | Netflix Inc | Stock-Comm Services | 0.71% | — | — | |
| 42 | OKE | Oneok Inc | Stock-Energy | 0.65% | — | -31.38% | |
| 43 | RCL | Royal Caribbean Cruises Ltd. | Stock-Consumer Disc | 0.59% | — | +77.46% | |
| 44 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.47% | — | -2.00% | |
| 45 | CACI | Caci International Inc -cl A | Stock-Tech | 0.46% | — | — | |
| 46 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.43% | — | +0.76% | |
| 47 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.40% | — | -2.05% | |
| 48 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.29% | — | +2.41% | |
| 49 | AAPL | Apple Inc | Stock-Tech | 0.29% | — | -8.75% | |
| 50 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 0.27% | — | -6.47% |
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 Q2 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 PULS, MSFT, META) accounted for 18.7% of total reported equity market value during Q2 2025.
During Q2 2025, AMJ Financial Wealth Management's top holdings by market value included PULS (5.5%)、MSFT (4.3%)、META (3.4%). The largest single position, PULS, represented 5.5% of total portfolio value.
In Q2 2025, AMJ Financial Wealth Management made 0 total portfolio adjustments, initiating 0 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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