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AMJ FINANCIAL WEALTH MANAGEMENT 13F portfolio summary

AMJ FINANCIAL WEALTH MANAGEMENT of AMJ FINANCIAL WEALTH MANAGEMENT has 86 current stock holdings with a reported portfolio value of $424.0M. The portfolio 1 year return is +22.57%. Top holdings include PULS (7.73%), STIP (7.68%), PWR (3.87%), GLW (3.71%), AMAT (3.57%).

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AMJ FINANCIAL WEALTH MANAGEMENT

AMJ FINANCIAL WEALTH MANAGEMENT
Latest 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 230 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 #303 out of 1000 investors tracked by Alpha Score. Their current best-performing preview position is AMAT with returns of +111.53%.

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Top 5 Holdings
PULS7.7%
STIP7.7%
PWR3.9%
GLW3.7%
AMAT3.6%
Top 5: 26.6%
Portfolio Returns
1 Year
+22.57%
#560/1000
3 Year
+87.56%
#318/1000
5 Year
+104.10%
#251/1000

Portfolio Value

$424.01M

Alpha Score

73.9

#303 of 1000

Holdings

86

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86 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change
PULS
PGIM ULTRA SHORT BOND ETF
7.73%$49.70$49.66-0.07%
Held
STIP
ISHARES 0-5 YEAR TIPS BOND ETF
7.68%$103.43$100.92-2.43%
Held
PWR
QUANTA SVCS INC COM
3.87%$207.43$639.59+208.34%
Held
GLW
CORNING INC COM
3.71%$92.89$149.82+61.29%
Held
AMAT
APPLIED MATLS INC COM
3.57%$224.36$492.32+119.43%
Held
GS
GOLDMAN SACHS GROUP INC
3.14%$470.00$1,039.41+121.15%
Held
NEM
NEWMONT CORP COM
2.85%$60.27$131.59+118.33%
Held
AAPL
APPLE INC
2.78%$253.77$309.35+21.90%
Held
WMT
WALMART INC COM
2.72%$78.49$103.70+32.12%
Held
AVGO
AVAGO TECHNOLOGIES LTD
2.60%$127.34$368.45+189.34%
Held

Showing 1-10 of 86