AF

AMJ Financial Wealth Management

13F
AMJ Financial Wealth Management
Last update 2025-02-06 84 Stocks (14 new)
Value $362.00 Mil Turnover 15 %
Countries:
Top Holdings: EAT(3.70%)AVGO(3.58%)SJNK(3.43%)BSCP(3.41%)META(3.22%)
Summary Stock Picks Current Portfolio
AMJ Financial Wealth Managemen... Top Holdings of 2024-12-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
EAT 		Brinker International Inc
101,066
13,370.0
-25.55%
3.700
-0.76%
0.230
+4.51%
+22.14%
7,175.3
Restaurants
AVGO 		Broadcom Inc
55,856
12,949.7
-5.05%
3.580
-0.15%
0.000
-7.56%
-17.32%
898,542.4
Semiconductors
SJNK 		SPDR Bloomberg Short Term High Yield Bond ETF
491,391
12,407.6
New Holding
3.430
+3.43%
0.250
-0.34%
+1.08%
4,077.9
 
BSCP 		Invesco BulletShares 2025 Corporate Bond ETF
596,541
12,318.6
+0.63%
3.410
+0.02%
0.310
+1.07%
+1.51%
3,610.7
 
META 		Meta Platforms Inc
19,870
11,634.1
-3.63%
3.220
-0.12%
0.000
-18.39%
-6.01%
1,388,068.6
Interactive Media
TJX 		TJX Companies Inc
93,942
11,349.1
-2.69%
3.140
-0.09%
0.010
+2.46%
+5.45%
141,888.5
Retail - Cyclical
ETN 		Eaton Corp PLC
32,976
10,943.8
-1.45%
3.030
-0.05%
0.010
-6.29%
-11.71%
114,373.2
Industrial Products
GS 		The Goldman Sachs Group Inc
18,942
10,846.6
-5.35%
3.000
-0.15%
0.010
-13.42%
-3.57%
170,773.1
Capital Markets
NOW 		ServiceNow Inc
10,123
10,731.6
-8.49%
2.970
-0.24%
0.000
-19.11%
-10.69%
195,957.4
Software
SAP 		SAP SE
41,988
10,337.9
-4.24%
2.860
-0.12%
0.000
+4.15%
+15.81%
332,641.5
Software

AMJ Financial Wealth Management's Historical Top Holdings Breakdowns

AMJ Financial Wealth Management's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
SPTL 		SPDR Portfolio Long Term Treasury ETF2024-12-31Sold Out
-4.97%
●
26.05 ($27.36) 28.95
$26.75
-2.21%
Sold Out
0
-596,287
SJNK 		SPDR Bloomberg Short Term High Yield Bond ETF2024-12-31New Buy
+3.43%
●
25.09 ($25.48) 25.69
$25.06
-1.64%
New holding
491,391
491,391
NVO 		Novo Nordisk AS2024-12-31Reduce
-2.10%
●
85 ($107.98) 120.04
$63.04
-41.62%
Reduce -83.11%
12,498
-61,516
HCA 		HCA Healthcare Inc2024-12-31Reduce
-1.66%
●
297.52 ($348.6) 415.54
$332.63
-4.58%
Reduce -55.6%
11,350
-14,213
PNC 		PNC Financial Services Group Inc2024-12-31New Buy
+1.65%
●
178.39 ($196.85) 215
$159.33
-19.06%
New holding
30,926
30,926
NTAP 		NetApp Inc2024-12-31Add
+1.21%
●
115.31 ($122.2) 131.11
$88.56
-27.53%
Add 120.73%
68,897
37,684
PEG 		Public Service Enterprise Group Inc2024-12-31Add
+1.20%
●
81.87 ($88.47) 94.51
$80.87
-8.59%
Add 94.72%
105,666
51,400
SHOP 		Shopify Inc2024-12-31New Buy
+1.13%
●
78.14 ($97.56) 119.49
$98.99
1.47%
New holding
38,455
38,455
CWB 		SPDR Bloomberg Convertible Securities ETF2024-12-31New Buy
+1.11%
●
76.21 ($78.9) 82.24
$77.18
-2.18%
New holding
51,338
51,338
GTLS 		Chart Industries Inc2024-12-31New Buy
+1.03%
●
119.8 ($161.31) 202.35
$137.55
-14.73%
New holding
19,463
19,463

AMJ Financial Wealth Management Total Holding History ($B)

To

AMJ Financial Wealth Management's Asset Allocation

To

AMJ Financial Wealth Management Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

AMJ Financial Wealth Management's Hypothetical Growth since 2024-12-31

AMJ Financial Wealth Management's Yearly Returns

Year Portfolio % % Excess Gain %

AMJ Financial Wealth Management's Holdings Heat Map

Size field:

AMJ Financial Wealth Management's Holdings Bubble Chart

AMJ Financial Wealth Management News

  • 1

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