Back to investors
AMJ FINANCIAL WEALTH MANAGEMENT 13F Portfolio
AMJ FINANCIAL WEALTH MANAGEMENT
Latest SEC 13F filing: 2026-06-30
AMJ FINANCIAL WEALTH MANAGEMENT runs AMJ FINANCIAL WEALTH MANAGEMENT and currently holds 86 stock positions, which is fewer than the average of 231 among the investors we track. The portfolio is valued at approximately $424.01M. Their top holdings are PULS, STIP, PWR, GLW, AMAT. The top five represent 26.6% of reported portfolio weight. AMJ FINANCIAL WEALTH MANAGEMENT ranks #301 out of 1000 investors tracked by Alpha Score. Their current best-performing preview position is AMAT with returns of +111.53%.
Sign in to enable email alerts for this investor.
Top 5 Holdings
PULS7.7%
STIP7.7%
PWR3.9%
GLW3.7%
AMAT3.6%
Top 5: 26.6%
Portfolio Returns
1 Year
+22.19%
#583/10003 Year
+87.00%
#323/10005 Year
+103.48%
#258/1000Portfolio Value
$424.01M
Alpha Score
73.4
#301 of 1000
Holdings
86
Showper page
AMJ FINANCIAL WEALTH MANAGEMENT Current 13F Holdings
Reported holdings from AMJ FINANCIAL WEALTH MANAGEMENT's latest SEC 13F filing, ranked by portfolio weight.
86 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 PULS PGIM ULTRA SHORT BOND ETF | 7.73% | $49.70 | $49.52 | -0.36% | Held |
 STIP ISHARES 0-5 YEAR TIPS BOND ETF | 7.68% | $103.43 | $100.12 | -3.20% | Held |
 PWR QUANTA SVCS INC COM | 3.87% | $207.43 | $705.99 | +240.35% | Held |
 GLW CORNING INC COM | 3.71% | $92.89 | $156.69 | +68.68% | Held |
 AMAT APPLIED MATLS INC COM | 3.57% | $224.36 | $507.03 | +125.99% | Held |
 GS GOLDMAN SACHS GROUP INC | 3.14% | $470.00 | $895.54 | +90.54% | Held |
 NEM NEWMONT CORP COM | 2.85% | $60.27 | $117.83 | +95.50% | Held |
 AAPL APPLE INC | 2.78% | $253.77 | $336.68 | +32.67% | Held |
 WMT WALMART INC COM | 2.72% | $78.49 | $111.35 | +41.87% | Held |
 AVGO AVAGO TECHNOLOGIES LTD | 2.60% | $127.34 | $361.54 | +183.92% | Held |
Showing 1-10 of 86