StockDriftsStockDriftsTop 50 Aj Wealth Strategies, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SCHX | SCHWAB STRATEGIC TR | 9.59% | 3.79M | $198.6M | +7.47%(+263.65K) | — | 2023-06-30 | |
| VOO | VANGUARD INDEX FDS | 7.42% | 376.9K | $153.5M | +55.60%(+134.69K) | — | 2023-06-30 | |
| SGOV | ISHARES TR | 6.43% | 1.32M | $133.2M | +28.01%(+289.62K) | — | 2023-06-30 | |
| QQQ | INVESCO QQQ TR | 3.9% | 218.4K | $80.7M | +1.55%(+3.32K) | — | 2023-06-30 | |
| USFR | WISDOMTREE TR | 3.72% | 1.53M | $76.9M | +16.96%(+221.76K) | — | 2023-06-30 | |
| OMFL | INVESCO EXCH TRD SLF IDX FD | 3.56% | 1.51M | $73.7M | -9.04%(-149.59K) | — | 2023-06-30 | |
| BILS | SPDR SER TR | 3.28% | 682.2K | $67.9M | +2.30%(+15.35K) | — | 2023-06-30 | |
| AGG | ISHARES TR | 3.18% | 673.0K | $65.9M | +10.64%(+64.70K) | — | 2023-06-30 | |
| SCHF | SCHWAB STRATEGIC TR | 2.97% | 1.72M | $61.5M | -27.01%(-637.91K) | — | 2023-06-30 | |
| SCHM | SCHWAB STRATEGIC TR | 2.96% | 862.3K | $61.2M | +3.33%(+27.81K) | — | 2023-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Aj Wealth Strategies, Llc reports $2.07B in US-listed equity holdings across 297 positions in its most recent 13F filing. Its largest disclosed positions are SCHX (9.6%), VOO (7.4%) and SGOV (6.4%). Figures reflect the Q2 2023 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Aj Wealth Strategies, Llc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1744073). View Aj Wealth Strategies, Llc’s 13F filings on SEC