AMJ Financial Wealth Management Buys iShares 7-10 Year Treasury Bond ETF, ISHARES TRUST, Cloudflare Inc, Sells SPDR SERIES TRUST, iShares 20+ Year Treasury Bond ETF, Southern Co

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Aug 05, 2020
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Investment company AMJ Financial Wealth Management (Current Portfolio) buys iShares 7-10 Year Treasury Bond ETF, ISHARES TRUST, Cloudflare Inc, CVS Health Corp, Veeva Systems Inc, sells SPDR SERIES TRUST, iShares 20+ Year Treasury Bond ETF, Southern Co, ISHARES TRUST, Invesco Emerging Markets Sovereign Debt ETF during the 3-months ended 2020Q2, according to the most recent filings of the investment company, AMJ Financial Wealth Management. As of 2020Q2, AMJ Financial Wealth Management owns 60 stocks with a total value of $141 million. These are the details of the buys and sells.

For the details of AMJ Financial Wealth Management's stock buys and sells, go to https://www.gurufocus.com/guru/amj+financial+wealth+management/current-portfolio/portfolio

These are the top 5 holdings of AMJ Financial Wealth Management
  1. Microsoft Corp (MSFT) - 39,839 shares, 5.75% of the total portfolio. Shares added by 55.65%
  2. iShares 7-10 Year Treasury Bond ETF (IEF) - 58,424 shares, 5.05% of the total portfolio. New Position
  3. ISHARES TRUST (AGZ) - 49,748 shares, 4.27% of the total portfolio. Shares reduced by 26%
  4. ISHARES TRUST (TIP) - 41,599 shares, 3.63% of the total portfolio. New Position
  5. Cloudflare Inc (NET) - 127,625 shares, 3.25% of the total portfolio. New Position
New Purchase: iShares 7-10 Year Treasury Bond ETF (IEF)

AMJ Financial Wealth Management initiated holding in iShares 7-10 Year Treasury Bond ETF. The purchase prices were between $119.66 and $122.05, with an estimated average price of $121.27. The stock is now traded at around $122.65. The impact to a portfolio due to this purchase was 5.05%. The holding were 58,424 shares as of .

New Purchase: ISHARES TRUST (TIP)

AMJ Financial Wealth Management initiated holding in ISHARES TRUST. The purchase prices were between $117.92 and $123.2, with an estimated average price of $121.52. The stock is now traded at around $126.37. The impact to a portfolio due to this purchase was 3.63%. The holding were 41,599 shares as of .

New Purchase: CVS Health Corp (CVS)

AMJ Financial Wealth Management initiated holding in CVS Health Corp. The purchase prices were between $55.41 and $70.62, with an estimated average price of $62.88. The stock is now traded at around $64.40. The impact to a portfolio due to this purchase was 3.25%. The holding were 70,501 shares as of .

New Purchase: Cloudflare Inc (NET)

AMJ Financial Wealth Management initiated holding in Cloudflare Inc. The purchase prices were between $21.18 and $37, with an estimated average price of $27.77. The stock is now traded at around $42.49. The impact to a portfolio due to this purchase was 3.25%. The holding were 127,625 shares as of .

New Purchase: Veeva Systems Inc (VEEV)

AMJ Financial Wealth Management initiated holding in Veeva Systems Inc. The purchase prices were between $150.11 and $239.1, with an estimated average price of $197.2. The stock is now traded at around $272.17. The impact to a portfolio due to this purchase was 3.2%. The holding were 19,241 shares as of .

New Purchase: Overstock.com Inc (OSTK)

AMJ Financial Wealth Management initiated holding in Overstock.com Inc. The purchase prices were between $4.53 and $28.43, with an estimated average price of $16.04. The stock is now traded at around $93.85. The impact to a portfolio due to this purchase was 3.1%. The holding were 153,914 shares as of .

Added: Microsoft Corp (MSFT)

AMJ Financial Wealth Management added to a holding in Microsoft Corp by 55.65%. The purchase prices were between $152.11 and $203.51, with an estimated average price of $180.95. The stock is now traded at around $212.94. The impact to a portfolio due to this purchase was 2.06%. The holding were 39,839 shares as of .

Added: Thermo Fisher Scientific Inc (TMO)

AMJ Financial Wealth Management added to a holding in Thermo Fisher Scientific Inc by 173.93%. The purchase prices were between $275.2 and $362.34, with an estimated average price of $334.21. The stock is now traded at around $419.90. The impact to a portfolio due to this purchase was 1.92%. The holding were 11,779 shares as of .

Added: SELECT SECTOR SPDR (XLK)

AMJ Financial Wealth Management added to a holding in SELECT SECTOR SPDR by 341.43%. The purchase prices were between $76.54 and $104.63, with an estimated average price of $93.77. The stock is now traded at around $113.86. The impact to a portfolio due to this purchase was 1.1%. The holding were 19,167 shares as of .

Added: Walmart Inc (WMT)

AMJ Financial Wealth Management added to a holding in Walmart Inc by 45.49%. The purchase prices were between $113.62 and $132.33, with an estimated average price of $123.24. The stock is now traded at around $129.81. The impact to a portfolio due to this purchase was 1.01%. The holding were 37,997 shares as of .

Added: American Tower Corp (AMT)

AMJ Financial Wealth Management added to a holding in American Tower Corp by 37.59%. The purchase prices were between $206.97 and $267.39, with an estimated average price of $247.05. The stock is now traded at around $255.29. The impact to a portfolio due to this purchase was 0.82%. The holding were 16,447 shares as of .

Added: Anglogold Ashanti Ltd (AU)

AMJ Financial Wealth Management added to a holding in Anglogold Ashanti Ltd by 53.06%. The purchase prices were between $16.63 and $29.49, with an estimated average price of $24.56. The stock is now traded at around $32.78. The impact to a portfolio due to this purchase was 0.81%. The holding were 112,303 shares as of .

Sold Out: Invesco Emerging Markets Sovereign Debt ETF (PCY)

AMJ Financial Wealth Management sold out a holding in Invesco Emerging Markets Sovereign Debt ETF. The sale prices were between $22.75 and $26.8, with an estimated average price of $25.23.

Sold Out: Amgen Inc (AMGN)

AMJ Financial Wealth Management sold out a holding in Amgen Inc. The sale prices were between $197.81 and $242.74, with an estimated average price of $227.6.

Sold Out: PROSHARES TRUST (SH)

AMJ Financial Wealth Management sold out a holding in PROSHARES TRUST. The sale prices were between $21.58 and $28.93, with an estimated average price of $24.08.

Sold Out: PowerShares QQQ Trust Ser 1 (QQQ)

AMJ Financial Wealth Management sold out a holding in PowerShares QQQ Trust Ser 1. The sale prices were between $182.31 and $248.84, with an estimated average price of $223.35.



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