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AMJ Financial Wealth Management

Portfolio Manager
AMJ Financial Wealth Management
Performance
-0.08% (2026 Q1)
AUM (13F)
$424.01M
# of Holdings
83
Performance Rank
Allocation (Top 20)
63.91%

AMJ Financial Wealth Management Holdings Map

Top 50 AMJ Financial Wealth Management Holdings

Top 10 holdings

StockCompany% Port.SharesValueActivityOwnershipAvg. CostDate
PULS
PGIM ULTRA SHORT BOND ETF
7.76%662.2K$32.8M
+28.82%(+148.16K)
2025-Q1: 183.4K shares2025-Q2: 447.9K shares2025-Q3: 527.5K shares2025-Q4: 514.0K shares2026-Q1: 662.2K shares
$49.66(-0.19%)
2026-03-31
STIP
ISHARES 0-5 YEAR TIPS BOND ETF
7.72%315.0K$32.6Mnew2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 0 shares2026-Q1: 315.0K shares
$102.91(-1.63%)
2026-03-31
PWR
QUANTA SVCS INC COM
3.89%29.9K$16.4M
+0.65%(+192)
2025-Q1: 16.9K shares2025-Q2: 28.5K shares2025-Q3: 29.7K shares2025-Q4: 29.7K shares2026-Q1: 29.9K shares
$181.34(+268.55%)
2026-03-31
GLW
CORNING INC COM
3.72%115.6K$15.7M
+12.38%(+12.73K)
2025-Q1: 0 shares2025-Q2: 0 shares2025-Q3: 0 shares2025-Q4: 102.8K shares2026-Q1: 115.6K shares
$87.77(+124.22%)
2026-03-31
AMAT
APPLIED MATLS INC COM
3.58%44.3K$15.1M
+0.55%(+240)
2025-Q1: 0 shares2025-Q2: 50.3K shares2025-Q3: 19.8K shares2025-Q4: 44.0K shares2026-Q1: 44.3K shares
$201.34(+199.52%)
2026-03-31
GS
GOLDMAN SACHS GROUP INC
3.15%15.7K$13.3M
+1.69%(+261)
2025-Q1: 18.7K shares2025-Q2: 18.6K shares2025-Q3: 18.1K shares2025-Q4: 15.5K shares2026-Q1: 15.7K shares
$442.09(+130.95%)
2026-03-31
NEM
NEWMONT CORP COM
2.86%111.6K$12.1M
+4.18%(+4.48K)
2025-Q1: 0 shares2025-Q2: 118.9K shares2025-Q3: 115.7K shares2025-Q4: 107.1K shares2026-Q1: 111.6K shares
$54.99(+76.47%)
2026-03-31
AAPL
APPLE INC
2.79%46.4K$11.8M
+35.06%(+12.04K)
2025-Q1: 6.2K shares2025-Q2: 5.6K shares2025-Q3: 5.6K shares2025-Q4: 34.3K shares2026-Q1: 46.4K shares
$250.03(+23.44%)
2026-03-31
WMT
WALMART INC COM
2.73%92.6K$11.5M
+7.35%(+6.34K)
2025-Q1: 54.4K shares2025-Q2: 56.4K shares2025-Q3: 60.4K shares2025-Q4: 86.3K shares2026-Q1: 92.6K shares
$76.72(+45.78%)
2026-03-31
AVGO
AVAGO TECHNOLOGIES LTD
2.61%35.6K$11.0M
-0.10%(-34)
2025-Q1: 49.2K shares2025-Q2: 38.3K shares2025-Q3: 37.9K shares2025-Q4: 35.6K shares2026-Q1: 35.6K shares
$113.92(+216.40%)
2026-03-31

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