Top 50 AMJ Financial Wealth Management Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| PULS | PGIM ULTRA SHORT BOND ETF | 7.76% | 662.2K | $32.8M | +28.82%(+148.16K) | $49.66(-0.19%) | 2026-03-31 | |
| STIP | ISHARES 0-5 YEAR TIPS BOND ETF | 7.72% | 315.0K | $32.6M | new | $102.91(-1.63%) | 2026-03-31 | |
| PWR | QUANTA SVCS INC COM | 3.89% | 29.9K | $16.4M | +0.65%(+192) | $181.34(+268.55%) | 2026-03-31 | |
| GLW | CORNING INC COM | 3.72% | 115.6K | $15.7M | +12.38%(+12.73K) | $87.77(+124.22%) | 2026-03-31 | |
| AMAT | APPLIED MATLS INC COM | 3.58% | 44.3K | $15.1M | +0.55%(+240) | $201.34(+199.52%) | 2026-03-31 | |
| GS | GOLDMAN SACHS GROUP INC | 3.15% | 15.7K | $13.3M | +1.69%(+261) | $442.09(+130.95%) | 2026-03-31 | |
| NEM | NEWMONT CORP COM | 2.86% | 111.6K | $12.1M | +4.18%(+4.48K) | $54.99(+76.47%) | 2026-03-31 | |
| AAPL | APPLE INC | 2.79% | 46.4K | $11.8M | +35.06%(+12.04K) | $250.03(+23.44%) | 2026-03-31 | |
| WMT | WALMART INC COM | 2.73% | 92.6K | $11.5M | +7.35%(+6.34K) | $76.72(+45.78%) | 2026-03-31 | |
| AVGO | AVAGO TECHNOLOGIES LTD | 2.61% | 35.6K | $11.0M | -0.10%(-34) | $113.92(+216.40%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +13.54% | +46.36% |
| Top 20 Holdings Unweighted | +14.65% | +50.72% |
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