Institutions / AMJ Financial Wealth Management
AMJ Financial Wealth Management
CIK 1801585 · Institution · as of Dec 31, 2025
Portfolio value
$416.37M
Positions
87
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 87 →
| Company | Value | % of portfolio |
|---|---|---|
| PGIM Ultra Short Bond ETF | $25.49M | 6.1% |
| The Goldman Sachs Group, Inc. | $13.61M | 3.3% |
| Take Two Interactive Software Inc | $13.43M | 3.2% |
| Quanta Services Inc | $12.54M | 3.0% |
| Broadcom Inc. | $12.33M | 3.0% |
| Applied Materials Inc /De | $11.31M | 2.7% |
| Huntington Ingalls Industries, Inc. | $11.15M | 2.7% |
| Microsoft Corp | $11.09M | 2.7% |
| Cloudflare, Inc. | $10.81M | 2.6% |
| O Reilly Automotive Inc | $10.71M | 2.6% |
| Newmont Corp | $10.70M | 2.6% |
| Arista Networks, Inc.ANET | $10.40M | 2.5% |
| Invesco Bulletshares 2031 Corporate Bond ETF | $10.35M | 2.5% |
| iShares 5-10 Year Investment Grade Corporate Bond ETF | $10.10M | 2.4% |
| Walmart Inc. | $9.61M | 2.3% |
| NVIDIA Corp | $9.60M | 2.3% |
| TJX Cos Inc/The | $9.46M | 2.3% |
| Apple Inc. | $9.33M | 2.2% |
| Invesco Bulletshares 2028 Corporate Bond ETF | $9.22M | 2.2% |
| Capital One Financial Corp | $9.18M | 2.2% |
| Meta Platforms Inc | $9.14M | 2.2% |
| Corning Inc /Ny | $9.00M | 2.2% |
| Amazon.com Inc | $8.73M | 2.1% |
| Rambus Inc | $8.72M | 2.1% |
| Thermo Fisher Scientific Inc. | $8.65M | 2.1% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.