13F Filings for AMJ Financial Wealth Management (CIK: 1801585)
View the most recent portfolio holdings disclosed by AMJ Financial Wealth Management in their 13F filing.
Holding | Shares | Value | Portfolio Percent | Change Status | Change Amount |
---|---|---|---|---|---|
PULS - PGIM ULTRA SHORT BOND ETF(Class: ETF) | 447.95K | $22.29M | 5.55% | Increased | 264.56K (144.0%, $13.17M) |
MSFT - MICROSOFT(Class: Stock) | 34.29K* | $17.06M* | 4.25% | Decreased | 12 (0.0%, $4.18M) |
META - META PLATFORMS INC CL A(Class: Stock) | 18.27K | $13.49M | 3.36% | Decreased | 1.25K (6.0%, $2.23M) |
EAT - BRINKER INTL INC COM(Class: Stock) | 73.62K* | $13.28M* | 3.31% | Decreased | 13.96K (15.0%, $222.46K) |
GS - GOLDMAN SACHS GROUP INC(Class: Stock) | 18.59K | $13.15M | 3.27% | Decreased | 80 (0.0%, $2.96M) |
NDAQ - NASDAQ STK MKT INC(Class: Stock) | 137.81K | $12.32M | 3.07% | Decreased | 1.79K (1.0%, $1.73M) |
SAP - SAP AKTIENGESELLSCHAFT ADR(Class: ADR) | 38.52K | $11.71M | 2.92% | Decreased | 4.46K (10.0%, $176.99K) |
HEI - HEICO CORP NEW COM(Class: Stock) | 35.22K | $11.55M | 2.88% | New | 35.22K ($11.55M) |
TJX - TJX COS INC NEW COM(Class: Stock) | 91.06K | $11.24M | 2.80% | Decreased | 2.51K (2.0%, $151.83K) |
ORLY - OREILLY AUTOMOTIVE INC COM(Class: Stock) | 123.50K | $11.13M | 2.77% | Increased | 115.11K (1371.0%, $889.61K) |
PGR - PROGRESSIVE CORP COM(Class: Stock) | 40.95K | $10.93M | 2.72% | Increased | 420 (1.0%, $542.45K) |
PWR - QUANTA SVCS INC COM(Class: Stock) | 28.49K | $10.77M | 2.68% | Increased | 11.54K (68.0%, $6.46M) |
HIG - HARTFORD FINL SVCS GROUP INC(Class: Stock) | 84.36K | $10.70M | 2.66% | Increased | 26.97K (46.0%, $3.60M) |
AVGO - AVAGO TECHNOLOGIES LTD(Class: Stock) | 38.34K | $10.57M | 2.63% | Decreased | 10.89K (22.0%, $2.33M) |
COST - COSTCO WHOLESALE CORP(Class: Stock) | 10.25K | $10.14M | 2.53% | Decreased | 266 (2.0%, $200.89K) |
NET - CLOUDFLARE INC CL A COM(Class: Stock) | 51.79K | $10.14M | 2.52% | Increased | 7.63K (17.0%, $5.16M) |
VEEV - VEEVA SYS INC CL A COM(Class: Stock) | 34.72K | $10M | 2.49% | Increased | 174 (0.0%, $2M) |
BSCV - INVESCO BULLETSHARES 2031 CORPORATE BOND ETF(Class: ETF) | 603.84K | $9.98M | 2.48% | Increased | 6.20K (1.0%, $234K) |
DUK - DUKE ENERGY CORP NEW COM NEW(Class: Stock) | 81.53K | $9.62M | 2.40% | Increased | 24.16K (42.0%, $2.62M) |
AMAT - APPLIED MATLS INC COM(Class: Stock) | 50.31K | $9.21M | 2.29% | New | 50.31K ($9.21M) |
IGIB - ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF(Class: ETF) | 170.21K | $9.07M | 2.26% | Increased | 84.64K (98.0%, $4.58M) |
BSCS - INVESCO BULLETSHARES 2028 CORPORATE BOND ETF(Class: ETF) | 432.62K | $8.86M | 2.21% | Increased | 5.35K (1.0%, $169.46K) |
TT - TRANE TECHNOLOGIES PLC SHS(Class: Stock) | 19.30K | $8.44M | 2.10% | Decreased | 303 (1.0%, $1.84M) |
NVDA - NVIDIA CORPORATION COM(Class: Stock) | 51.99K | $8.21M | 2.04% | Decreased | 602 (1.0%, $2.51M) |
V - VISA INC(Class: Stock) | 22.58K | $8.02M | 2.00% | Decreased | 495 (2.0%, $69.82K) |