Amj Financial Wealth Management Top Holdings and 13F Report (2025)

About Amj Financial Wealth Management

Investment Activity

Amj Financial Wealth Management has $338.73 million in total holdings as of March 31, 2025.
Amj Financial Wealth Management owns shares of 81 different stocks, but just 31 companies or ETFs make up 80% of its holdings.
Approximately 27.88% of the portfolio was purchased this quarter.
About 31.99% of the portfolio was sold this quarter.
This quarter, Amj Financial Wealth Management has purchased 82 new stocks and bought additional shares in 29 stocks.
Amj Financial Wealth Management sold shares of 28 stocks and completely divested from 22 stocks this quarter.

Largest Holdings

SPDR Bloomberg Short Term High Yield Bond ETF: $14,483,304
Brinker International: $13,053,799
Microsoft: $12,876,252
O'Reilly Automotive: $12,021,137
SAP: $11,537,551

Largest New Holdings this Quarter

743315103 - Progressive: $11,469,829 Holding
46138J429 - Invesco BulletShares 2031 Corporate Bond ETF: $9,747,427 Holding
69344A107 - PGIM Ultra Short Bond ETF: $9,119,985 Holding
922475108 - Veeva Systems: $8,002,353 Holding
416515104 - The Hartford Financial Services Group: $7,101,607 Holding

Largest Purchases this Quarter

Progressive: 40,528 shares (about $11.47M)
Invesco BulletShares 2031 Corporate Bond ETF: 597,635 shares (about $9.75M)
PGIM Ultra Short Bond ETF: 183,390 shares (about $9.12M)
Veeva Systems: 34,548 shares (about $8.00M)
The Hartford Financial Services Group: 57,396 shares (about $7.10M)

Largest Sales this Quarter

Quanta Services: 9,447 shares (about $2.40M)
Trane Technologies: 6,907 shares (about $2.33M)
Eaton: 8,409 shares (about $2.29M)
ServiceNow: 2,728 shares (about $2.17M)
Brinker International: 13,486 shares (about $2.01M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
SJNK SPDR Bloomberg Short Term High Yield Bond ETF	$14,483,304	$2,119,906 ▲	17.1%	575,648	4.3%	ETF
EAT Brinker International	$13,053,799	$2,010,088 ▼	-13.3%	87,580	3.9%	Retail/Wholesale
MSFT Microsoft	$12,876,252	$3,787,310 ▲	41.7%	34,301	3.8%	Computer and Technology
ORLY O'Reilly Automotive	$12,021,137	$90,255 ▼	-0.7%	8,391	3.5%	Retail/Wholesale
SAP SAP	$11,537,551	$266,292 ▲	2.4%	42,980	3.4%	Computer and Technology
PGR Progressive	$11,469,829	$11,469,829 ▲	New Holding	40,528	3.4%	Finance
TJX TJX Companies	$11,396,461	$45,675 ▼	-0.4%	93,567	3.4%	Retail/Wholesale
META Meta Platforms	$11,255,734	$196,539 ▼	-1.7%	19,529	3.3%	Computer and Technology
NDAQ Nasdaq	$10,589,525	$514,862 ▲	5.1%	139,593	3.1%	Finance
GS The Goldman Sachs Group	$10,197,049	$150,776 ▼	-1.5%	18,666	3.0%	Finance
FI Fiserv	$10,114,235	$64,482 ▼	-0.6%	45,801	3.0%	Business Services
COST Costco Wholesale	$9,942,039	$22,699 ▼	-0.2%	10,512	2.9%	Retail/Wholesale
BSCV Invesco BulletShares 2031 Corporate Bond ETF	$9,747,427	$9,747,427 ▲	New Holding	597,635	2.9%	ETF
FITB Fifth Third Bancorp	$9,483,891	$358,014 ▲	3.9%	241,936	2.8%	Finance
PULS PGIM Ultra Short Bond ETF	$9,119,985	$9,119,985 ▲	New Holding	183,390	2.7%	ETF
BSCS Invesco BulletShares 2028 Corporate Bond ETF	$8,694,843	$1,031,196 ▲	13.5%	427,265	2.6%	ETF
AVGO Broadcom	$8,243,583	$1,108,387 ▼	-11.9%	49,236	2.4%	Computer and Technology
V Visa	$8,087,916	$145,441 ▲	1.8%	23,078	2.4%	Business Services
VEEV Veeva Systems	$8,002,353	$8,002,353 ▲	New Holding	34,548	2.4%	Medical
BSCU Invesco BulletShares 2030 Corporate Bond ETF	$7,712,724	$777,490 ▲	11.2%	464,902	2.3%	Manufacturing
GLDM SPDR Gold MiniShares Trust	$7,327,188	$128,236 ▲	1.8%	118,391	2.2%	Finance
HIG The Hartford Financial Services Group	$7,101,607	$7,101,607 ▲	New Holding	57,396	2.1%	Finance
DUK Duke Energy	$6,998,029	$6,998,029 ▲	New Holding	57,375	2.1%	Utilities
ETN Eaton	$6,678,048	$2,285,819 ▼	-25.5%	24,567	2.0%	Industrials
TT Trane Technologies	$6,606,327	$2,327,106 ▼	-26.0%	19,608	2.0%	Construction
BSCT Invesco BulletShares 2029 Corporate Bond ETF	$6,055,363	$668,711 ▲	12.4%	326,787	1.8%	ETF
NOW ServiceNow	$5,887,455	$2,171,870 ▼	-26.9%	7,395	1.7%	Computer and Technology
NVDA NVIDIA	$5,700,029	$280,379 ▼	-4.7%	52,593	1.7%	Computer and Technology
TTWO Take-Two Interactive Software	$5,565,699	$5,565,699 ▲	New Holding	26,855	1.6%	Consumer Discretionary
GOOGL Alphabet	$5,019,460	$7,423 ▲	0.1%	32,459	1.5%	Computer and Technology
NET Cloudflare	$4,976,503	$4,976,503 ▲	New Holding	44,161	1.5%	Computer and Technology
BSCQ Invesco BulletShares 2026 Corporate Bond ETF	$4,870,136	$4,870,136 ▲	New Holding	250,007	1.4%	ETF
WMT Walmart	$4,777,444	$237,384 ▲	5.2%	54,419	1.4%	Retail/Wholesale
OKE ONEOK	$4,620,626	$2,112,074 ▲	84.2%	46,570	1.4%	Energy
IGIB iShares 5-10 Year Investment Grade Corporate Bond ETF	$4,494,452	$4,494,452 ▲	New Holding	85,576	1.3%	Manufacturing
TRGP Targa Resources	$4,455,045	$55,731 ▲	1.3%	22,223	1.3%	Energy
PWR Quanta Services	$4,306,572	$2,401,239 ▼	-35.8%	16,943	1.3%	Construction
SHOP Shopify	$3,819,105	$147,421 ▲	4.0%	39,999	1.1%	Computer and Technology
SNX TD SYNNEX	$2,399,293	$2,399,293 ▲	New Holding	23,079	0.7%	Computer and Technology
JNJ Johnson & Johnson	$2,074,061		0.0%	12,506	0.6%	Medical
SPYG SPDR Portfolio S&P 500 Growth ETF	$1,435,730	$3,376 ▼	-0.2%	17,864	0.4%	ETF
CACI CACI International	$1,417,779	$45,498 ▼	-3.1%	3,864	0.4%	Computer and Technology
AMZN Amazon.com	$1,413,822	$56,127 ▲	4.1%	7,431	0.4%	Retail/Wholesale
AAPL Apple	$1,373,309	$7,109 ▲	0.5%	6,182	0.4%	Computer and Technology
VOO Vanguard S&P 500 ETF	$1,146,019	$1,146,019 ▲	New Holding	2,230	0.3%	ETF
IWP iShares Russell Mid-Cap Growth ETF	$987,856	$240,502 ▲	32.2%	8,408	0.3%	ETF
GE GE Aerospace	$984,338	$984,338 ▲	New Holding	4,918	0.3%	Industrials
IBM International Business Machines	$974,499	$21,136 ▼	-2.1%	3,919	0.3%	Computer and Technology
QQQ Invesco QQQ	$973,009	$54,864 ▲	6.0%	2,075	0.3%	Finance
RSP Invesco S&P 500 Equal Weight ETF	$916,213	$13,339 ▲	1.5%	5,289	0.3%	ETF
CBOE Cboe Global Markets	$907,423	$1,131 ▼	-0.1%	4,010	0.3%	Financial Services
RCL Royal Caribbean Cruises	$879,489	$34,925 ▼	-3.8%	4,281	0.3%	Consumer Discretionary
PLNT Planet Fitness	$869,587	$385,571 ▲	79.7%	9,001	0.3%	Consumer Discretionary
TDV ProShares S&P Technology Dividend Aristocrats ETF	$810,529	$68,260 ▼	-7.8%	11,126	0.2%	ETF
MCO Moody's	$733,462	$426,572 ▲	139.0%	1,575	0.2%	Finance
JPM JPMorgan Chase & Co.	$733,202	$13,982 ▼	-1.9%	2,989	0.2%	Finance
G Genpact	$721,290	$721,290 ▲	New Holding	14,317	0.2%	Business Services
TW Tradeweb Markets	$617,594	$204,133 ▲	49.4%	4,160	0.2%	Finance
IAK iShares U.S. Insurance ETF	$601,403	$601,403 ▲	New Holding	4,364	0.2%	ETF
ACN Accenture	$566,041	$21,219 ▼	-3.6%	1,814	0.2%	Computer and Technology
MRK Merck & Co., Inc.	$557,858	$557,858 ▲	New Holding	6,215	0.2%	Medical
QTEC First Trust NASDAQ 100 Technology Index Fund	$556,607	$121,839 ▼	-18.0%	3,207	0.2%	Manufacturing
CCL Carnival Co. &	$533,501	$533,501 ▲	New Holding	27,317	0.2%	Consumer Discretionary
ORI Old Republic International	$523,705		0.0%	13,353	0.2%	Finance
EZU iShares MSCI Eurozone ETF	$502,307	$502,307 ▲	New Holding	9,433	0.1%	ETF
AME AMETEK	$472,008		0.0%	2,742	0.1%	Computer and Technology
SPY SPDR S&P 500 ETF Trust	$450,868	$72,161 ▼	-13.8%	806	0.1%	Finance
XLC Communication Services Select Sector SPDR Fund	$447,335	$19,001 ▲	4.4%	4,638	0.1%	ETF
XOM Exxon Mobil	$434,332	$714 ▲	0.2%	3,652	0.1%	Energy
SPAB SPDR Portfolio Aggregate Bond ETF	$363,051	$37,671 ▲	11.6%	14,215	0.1%	ETF
IAT iShares U.S. Regional Banks ETF	$325,338	$412,256 ▼	-55.9%	6,977	0.1%	ETF
BLDR Builders FirstSource	$322,220	$215,271 ▼	-40.1%	2,579	0.1%	Retail/Wholesale
TXRH Texas Roadhouse	$317,264	$266,109 ▼	-45.6%	1,904	0.1%	Retail/Wholesale
HUBS HubSpot	$310,210	$310,210 ▲	New Holding	543	0.1%	Computer and Technology
IYC iShares U.S. Consumer Discretionary ETF	$283,170	$126,835 ▼	-30.9%	3,206	0.1%	ETF
MSI Motorola Solutions	$277,572	$5,254 ▲	1.9%	634	0.1%	Computer and Technology
IWB iShares Russell 1000 ETF	$276,986	$276,986 ▲	New Holding	903	0.1%	ETF
LLY Eli Lilly and Company	$259,619	$5,788 ▼	-2.2%	314	0.1%	Medical
SPXT ProShares S&P 500 Ex-Technology ETF	$258,070	$40,081 ▲	18.4%	2,833	0.1%	ETF
MAR Marriott International	$230,816	$3,335 ▲	1.5%	969	0.1%	Consumer Discretionary
CME CME Group	$204,539	$204,539 ▲	New Holding	771	0.1%	Finance
BSCP Invesco BulletShares 2025 Corporate Bond ETF	$0	$12,318,572 ▼	-100.0%	0	0.0%	ETF
PEG Public Service Enterprise Group	$0	$8,927,720 ▼	-100.0%	0	0.0%	Utilities
PANW Palo Alto Networks	$0	$8,192,385 ▼	-100.0%	0	0.0%	Computer and Technology
NTAP NetApp	$0	$7,997,564 ▼	-100.0%	0	0.0%	Computer and Technology
LQD iShares iBoxx $ Investment Grade Corporate Bond ETF	$0	$7,746,755 ▼	-100.0%	0	0.0%	Finance
TTD Trade Desk	$0	$7,624,994 ▼	-100.0%	0	0.0%	Computer and Technology
EIX Edison International	$0	$6,670,792 ▼	-100.0%	0	0.0%	Utilities
PNC The PNC Financial Services Group	$0	$5,964,079 ▼	-100.0%	0	0.0%	Finance
TXT Textron	$0	$5,363,976 ▼	-100.0%	0	0.0%	Aerospace
CWB SPDR Bloomberg Convertible Securities ETF	$0	$3,998,717 ▼	-100.0%	0	0.0%	ETF
GTLS Chart Industries	$0	$3,714,319 ▼	-100.0%	0	0.0%	Industrials
HCA HCA Healthcare	$0	$3,406,703 ▼	-100.0%	0	0.0%	Medical
ACGL Arch Capital Group	$0	$3,045,518 ▼	-100.0%	0	0.0%	Finance
DELL Dell Technologies	$0	$2,297,194 ▼	-100.0%	0	0.0%	Computer and Technology
STX Seagate Technology	$0	$1,830,462 ▼	-100.0%	0	0.0%	Computer and Technology
KKR KKR & Co. Inc.	$0	$1,181,209 ▼	-100.0%	0	0.0%	Finance
NVO Novo Nordisk A/S	$0	$1,075,078 ▼	-100.0%	0	0.0%	Medical
PRN Invesco Dorsey Wright Industrials Momentum ETF	$0	$796,169 ▼	-100.0%	0	0.0%	ETF
CARR Carrier Global	$0	$493,042 ▼	-100.0%	0	0.0%	Computer and Technology

Showing largest 100 holdings. View all holdings.

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Amj Financial Wealth Management Top Holdings and 13F Report (2025)

About Amj Financial Wealth Management

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

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Amj Financial Wealth Management Top Holdings and 13F Report (2025)

About Amj Financial Wealth Management

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofAmj Financial Wealth Management

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools