GURUFOCUS.COM Guru List Institutional Investment Manager (13F) AJ WEALTH STRATEGIES, LLC Stock Picks
AJ WEALTH STRATEGIES, LLC
|AJ WEALTH STRATEGIES, LLC|
|Last update 2023-04-28||288 Stocks (21 new)|
|Value $1.92 Bil||Turnover 7 %|
Top Holdings: SCHX(8.90%) SGOV(5.42%) BIL(5.13%) VOO(4.75%) SCHF(4.28%)Portfolio Report
AJ WEALTH STRATEGIES, LLC has disclosed 288 total holdings in their latest 13F filing with the SEC for the portfolio date of 2023-03-31. The current portfolio value is calculated to be $1.92 Bil. The turnover rate is 7%.
In AJ WEALTH STRATEGIES, LLC's current portfolio as of 2023-03-31, the top 5 holdings are Schwab U.S. Large-Cap ETF (SCHX), iShares 0-3 Month Treasury Bond ETF (SGOV), SPDR Bloomberg 1-3 Month T-Bill ETF (BIL), Vanguard S&P 500 ETF (VOO), Schwab International Equity ETF (SCHF), not including call and put options. AJ WEALTH STRATEGIES, LLC did not buy any new stocks in the current portfolio.
Please visit the "Current Portfolio" tab to see the current and past 13F holdings for AJ WEALTH STRATEGIES, LLC, as well as holding map, valuations for each stock, which positions are undervalued, have low PE Ratios, are considered high quality and recently traded at 52-week lows, etc.
Please visit the "Stock Picks" tab to see the latest guru trades and stock picks for AJ WEALTH STRATEGIES, LLC, which include data from 13F quarterly reports, 13D/G beneficial ownership reports and form 4 insider ownership change reports.
Please visit the "Summary" page to see the top 10 holdings, recent stock picks, performance, sector / industry breakdown details, as well as past holding history summary for AJ WEALTH STRATEGIES, LLC.
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