Go Pro

Amj Financial Wealth Management Top Holdings and 13F Report (2026)

About Amj Financial Wealth Management

Investment Activity

  • Amj Financial Wealth Management has $424.01 million in total holdings as of June 30, 2026.
  • Amj Financial Wealth Management owns shares of 83 different stocks, but just 30 companies or ETFs make up 80% of its holdings.
  • This quarter, Amj Financial Wealth Management has purchased 83 new stocks and bought additional shares in 0 stocks.
  • Amj Financial Wealth Management sold shares of 0 stocks and completely divested from 0 stocks this quarter.

Largest Holdings

Quanta Services
$16,422,835
Corning
$15,712,965
Applied Materials
$15,130,018

Sector Allocation Over Time

Map of 500 Largest Holdings ofAmj Financial Wealth Management

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
PGIM Ultra Short Bond ETF stock logo
PULS
PGIM Ultra Short Bond ETF
$32,777,4650.0%662,1717.7%ETF
iShares 0-5 Year TIPS Bond ETF stock logo
STIP
iShares 0-5 Year TIPS Bond ETF
$32,580,1400.0%314,9977.7%ETF
Quanta Services, Inc. stock logo
PWR
Quanta Services
$16,422,8350.0%29,9133.9%Industrials
Corning Incorporated stock logo
GLW
Corning
$15,712,9650.0%115,5623.7%Technology
Applied Materials, Inc. stock logo
AMAT
Applied Materials
$15,130,0180.0%44,2673.6%Technology
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$13,319,2670.0%15,7443.1%Finance
Newmont Corporation stock logo
NEM
Newmont
$12,081,3500.0%111,6062.8%Materials
Apple Inc. stock logo
AAPL
Apple
$11,767,4290.0%46,3672.8%Technology
WALMART INC COM
$11,513,1660.0%92,6392.7%Stock
Broadcom Inc. stock logo
AVGO
Broadcom
$11,014,5320.0%35,5872.6%Technology
Cloudflare, Inc. stock logo
NET
Cloudflare
$10,933,5440.0%52,9882.6%Technology
Halliburton Company stock logo
HAL
Halliburton
$10,295,4260.0%264,0532.4%Energy
Invesco BulletShares 2031 Corporate Bond ETF stock logo
BSCV
Invesco BulletShares 2031 Corporate Bond ETF
$10,246,3990.0%622,5032.4%ETF
Meta Platforms, Inc. stock logo
META
Meta Platforms
$10,115,2600.0%17,6802.4%Communication Services
iShares 5-10 Year Investment Grade Corporate Bond ETF stock logo
IGIB
iShares 5-10 Year Investment Grade Corporate Bond ETF
$9,964,7530.0%187,2372.4%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$9,901,7050.0%34,4342.3%Communication Services
Invesco BulletShares 2028 Corporate Bond ETF stock logo
BSCS
Invesco BulletShares 2028 Corporate Bond ETF
$9,177,7290.0%449,3822.2%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$9,166,3790.0%44,0122.2%Consumer Discretionary
Microsoft Corporation stock logo
MSFT
Microsoft
$8,935,5340.0%24,1392.1%Technology
Take-Two Interactive Software, Inc. stock logo
TTWO
Take-Two Interactive Software
$8,875,6500.0%44,9402.1%Communication Services
SPDR Gold MiniShares Trust stock logo
GLDM
SPDR Gold MiniShares Trust
$8,842,0240.0%95,3942.1%ETF
NVIDIA Corporation stock logo
NVDA
NVIDIA
$8,781,2230.0%50,3512.1%Technology
Invesco BulletShares 2030 Corporate Bond ETF stock logo
BSCU
Invesco BulletShares 2030 Corporate Bond ETF
$8,179,5020.0%489,2311.9%ETF
O'Reilly Automotive, Inc. stock logo
ORLY
O'Reilly Automotive
$7,993,3080.0%86,5921.9%Consumer Discretionary
Huntington Ingalls Industries, Inc. stock logo
HII
Huntington Ingalls Industries
$7,425,9050.0%19,5471.8%Industrials
ARISTA NETWORKS INC COM SHS
$7,119,0300.0%57,9821.7%Stock
The TJX Companies, Inc. stock logo
TJX
TJX Companies
$6,890,4160.0%43,1461.6%Consumer Discretionary
Rambus, Inc. stock logo
RMBS
Rambus
$6,566,6700.0%76,3301.5%Technology
PACCAR Inc. stock logo
PCAR
PACCAR
$6,387,9590.0%55,3071.5%Industrials
Resideo Technologies, Inc. stock logo
REZI
Resideo Technologies
$6,330,3330.0%187,7881.5%Industrials
Invesco BulletShares 2029 Corporate Bond ETF stock logo
BSCT
Invesco BulletShares 2029 Corporate Bond ETF
$6,111,4490.0%327,5091.4%ETF
FedEx Corporation stock logo
FDX
FedEx
$5,432,4570.0%15,2521.3%Industrials
Trane Technologies plc stock logo
TT
Trane Technologies
$4,998,7960.0%11,9951.2%Industrials
Eaton Corporation, PLC stock logo
ETN
Eaton
$4,858,2320.0%13,5831.1%Industrials
Heico Corporation stock logo
HEI
Heico
$3,743,1040.0%13,6510.9%Industrials
Brinker International, Inc. stock logo
EAT
Brinker International
$3,677,1840.0%25,7560.9%Consumer Discretionary
Emerson Electric Co. stock logo
EMR
Emerson Electric
$3,518,4110.0%26,8540.8%Industrials
NetApp, Inc. stock logo
NTAP
NetApp
$3,317,2310.0%32,3980.8%Technology
HSBC Holdings plc stock logo
HSBC
HSBC
$3,173,1430.0%38,4670.7%Finance
JFrog Ltd. stock logo
FROG
JFrog
$3,059,9770.0%65,2030.7%Technology
Coherent Corp. stock logo
COHR
Coherent
$3,006,9250.0%12,6230.7%Technology
CACI International, Inc. stock logo
CACI
CACI International
$2,584,4700.0%4,7520.6%Industrials
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$2,498,5180.0%10,2210.6%Healthcare
Albemarle Corporation stock logo
ALB
Albemarle
$2,217,5550.0%12,3520.5%Materials
Targa Resources, Inc. stock logo
TRGP
Targa Resources
$2,098,8610.0%8,3710.5%Energy
Nasdaq, Inc. stock logo
NDAQ
Nasdaq
$1,966,8160.0%23,1690.5%Finance
GLOBALSTAR INC COM NEW
$1,802,6390.0%27,1400.4%Stock
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$1,588,3090.0%1,5940.4%Consumer Staples
SPDR Portfolio S&P 500 Growth ETF stock logo
SPYG
SPDR Portfolio S&P 500 Growth ETF
$1,486,9590.0%15,1870.4%ETF
BLUEROCK PVT REAL ESTATE FD COM
$1,329,9990.0%80,0720.3%CEF
GE Aerospace stock logo
GE
GE Aerospace
$1,150,9710.0%4,0560.3%Industrials
SPDR Portfolio S&P 500 ETF stock logo
SPLG
SPDR Portfolio S&P 500 ETF
$1,018,3650.0%13,3050.2%ETF
iShares Russell 2000 Growth ETF stock logo
IWO
iShares Russell 2000 Growth ETF
$967,4760.0%3,0830.2%ETF
ProShares S&P Technology Dividend Aristocrats ETF stock logo
TDV
ProShares S&P Technology Dividend Aristocrats ETF
$956,7010.0%11,2940.2%ETF
Invesco QQQ stock logo
QQQ
Invesco QQQ
$879,0450.0%1,5230.2%ETF
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$861,0160.0%11,0970.2%Technology
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$838,3560.0%2,8500.2%Finance
iShares Silver Trust stock logo
SLV
iShares Silver Trust
$699,7980.0%10,2700.2%ETF
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$690,3860.0%1,1550.2%ETF
First Trust NASDAQ-100 Technology Sector Index Fund stock logo
QTEC
First Trust NASDAQ-100 Technology Sector Index Fund
$636,0610.0%2,9450.2%ETF
ExxonMobil Corporation stock logo
XOM
ExxonMobil
$597,7120.0%3,5230.1%Energy
The New York Times Company stock logo
NYT
New York Times
$595,9060.0%7,1170.1%Communication Services
Global X U.S. Infrastructure Development ETF stock logo
PAVE
Global X U.S. Infrastructure Development ETF
$591,2250.0%11,6360.1%ETF
iShares MSCI Eurozone ETF stock logo
EZU
iShares MSCI Eurozone ETF
$564,1980.0%9,0070.1%ETF
XLC
Communication Services Select Sector SPDR Fund
$544,3230.0%4,9100.1%ETF
Regeneron Pharmaceuticals, Inc. stock logo
REGN
Regeneron Pharmaceuticals
$511,4880.0%6620.1%Healthcare
Lockheed Martin Corporation stock logo
LMT
Lockheed Martin
$462,3580.0%7650.1%Industrials
ProShares S&P 500 Ex-Technology ETF stock logo
SPXT
ProShares S&P 500 Ex-Technology ETF
$414,7630.0%4,0940.1%ETF
SPDR Portfolio Aggregate Bond ETF stock logo
SPAB
SPDR Portfolio Aggregate Bond ETF
$394,2660.0%15,3890.1%ETF
iShares Russell 1000 ETF stock logo
IWB
iShares Russell 1000 ETF
$321,9740.0%9030.1%ETF
Accenture PLC stock logo
ACN
Accenture
$317,6610.0%1,6020.1%Technology
Invesco S&P 500 Equal Weight Energy ETF stock logo
RSPG
Invesco S&P 500 Equal Weight Energy ETF
$301,1520.0%2,7510.1%ETF
Alphabet Inc. stock logo
GOOG
Alphabet
$289,5260.0%1,0090.1%Communication Services
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$289,1230.0%3140.1%Healthcare
iShares MSCI Europe Financials ETF stock logo
EUFN
iShares MSCI Europe Financials ETF
$286,2580.0%8,2140.1%ETF
Motorola Solutions, Inc. stock logo
MSI
Motorola Solutions
$269,9290.0%6220.1%Technology
Materials Select Sector SPDR Fund stock logo
XLB
Materials Select Sector SPDR Fund
$257,3460.0%5,1500.1%ETF
Visa Inc. stock logo
V
Visa
$252,6730.0%8360.1%Finance
Invesco NASDAQ 100 ETF stock logo
QQQM
Invesco NASDAQ 100 ETF
$247,1250.0%1,0400.1%ETF
Northrop Grumman Corporation stock logo
NOC
Northrop Grumman
$231,9620.0%3400.1%Industrials
International Business Machines Corporation stock logo
IBM
International Business Machines
$222,5140.0%9180.1%Technology
Schwab US Large-Cap ETF stock logo
SCHX
Schwab US Large-Cap ETF
$219,7350.0%8,5700.1%ETF
Cboe Global Markets, Inc. stock logo
CBOE
Cboe Global Markets
$205,7430.0%7320.0%Finance

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data