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AMJ FINANCIAL WEALTH MANAGEMENT 13F portfolio summary

AMJ FINANCIAL WEALTH MANAGEMENT of AMJ FINANCIAL WEALTH MANAGEMENT has 81 current stock holdings with a reported portfolio value of $424.0M. The portfolio 1 year return is +15.10%. Top holdings include BSCV (0.00%), BSCT (0.00%), BSCU (0.00%), BSCS (0.00%), IGIB (0.00%).

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AMJ FINANCIAL WEALTH MANAGEMENT

AMJ FINANCIAL WEALTH MANAGEMENT
Latest filing: 2026-03-31

AMJ FINANCIAL WEALTH MANAGEMENT runs AMJ FINANCIAL WEALTH MANAGEMENT and currently holds 81 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $424.01M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. AMJ FINANCIAL WEALTH MANAGEMENT ranks #460 out of 1000 investors tracked based on their composite Alpha Score. Over the past year, AMJ FINANCIAL WEALTH MANAGEMENT's portfolio at AMJ FINANCIAL WEALTH MANAGEMENT has delivered returns of +15.10%. Their 3-year annualized return is +66.09%. Looking at the 5-year horizon, AMJ FINANCIAL WEALTH MANAGEMENT has achieved +88.29% annualized returns at AMJ FINANCIAL WEALTH MANAGEMENT.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+15.10%
#874/1000
3 Year
+66.09%
#545/1000
5 Year
+88.29%
#315/1000

Portfolio Value

$424.01M

Alpha Score

58.2

#460 of 1000

Holdings

81

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change