AF
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AMJ Financial Wealth Management13F | |
| AMJ Financial Wealth Management | |
| Last update 2025-05-12 | 84 Stocks (21 new) |
| Value $339.00 Mil | Turnover 27 % |
AMJ Financial Wealth Managemen... Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SJNK |
SPDR Bloomberg Short Term High Yield Bond ETF
SPDR Bloomberg Short Term High Yield Bond ETF
| 575,648 | 14,483.3 | +17.15% | 4.280 | +0.63% | 0.350 | +4.46% | +4.62% | 4,732.3 | ||
EAT | Brinker International Inc | 86,580 | 12,904.8 | -14.33% | 3.810 | -0.53% | 0.190 | +1.61% | +21.77% | 7,160.6 | Restaurants | |
ORLY | O'Reilly Automotive Inc | 125,865 | 12,021.1 | -0.75% | 3.550 | -0.02% | 0.010 | +3.04% | +19.96% | 81,064.6 | Vehicles & Parts | |
SAP | SAP SE | 42,980 | 11,537.5 | +2.36% | 3.410 | +0.08% | 0.000 | +8.20% | +19.31% | 339,711.0 | Software | |
PGR | Progressive Corp | 40,528 | 11,469.8 | New Holding | 3.390 | +3.39% | 0.010 | -6.96% | +4.93% | 144,498.3 | Insurance | |
TJX | TJX Companies Inc | 93,567 | 11,396.5 | -0.40% | 3.360 | -0.01% | 0.010 | +1.07% | +5.31% | 141,047.3 | Retail - Cyclical | |
META | Meta Platforms Inc | 19,529 | 11,255.7 | -1.72% | 3.320 | -0.06% | 0.000 | +37.23% | +22.05% | 1,793,796.5 | Interactive Media | |
NDAQ | Nasdaq Inc | 139,593 | 10,589.5 | +5.11% | 3.130 | +0.15% | 0.020 | +21.17% | +15.58% | 50,970.5 | Capital Markets | |
GS | The Goldman Sachs Group Inc | 18,666 | 10,197.0 | -1.46% | 3.010 | -0.04% | 0.010 | +35.27% | +25.66% | 218,609.0 | Capital Markets | |
FI | Fiserv Inc | 45,801 | 10,114.2 | -0.63% | 2.990 | -0.02% | 0.010 | -35.50% | -31.83% | 77,642.9 | Software |
AMJ Financial Wealth Management's Historical Top Holdings Breakdowns
AMJ Financial Wealth Management's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
BSCP |
Invesco BulletShares 2025 Corporate Bond ETF
Invesco BulletShares 2025 Corporate Bond ETF
| 2025-03-31 | Sold Out Sold Out | -3.41% | 20.64 ($20.69) 20.73 | $20.67 | -0.10% | Sold Out | 0 | -596,541 | |
PGR | Progressive Corp | 2025-03-31 | New Buy New Buy | +3.39% | 235.61 ($261.55) 291.22 | $246.23 | -5.86% | New holding | 40,528 | 40,528 | |
BSCV |
Invesco BulletShares 2031 Corporate Bond ETF
Invesco BulletShares 2031 Corporate Bond ETF
| 2025-03-31 | New Buy New Buy | +2.88% | 15.87 ($16.17) 16.38 | $16.46 | 1.79% | New holding | 597,635 | 597,635 | |
PULS | PGIM Ultra Short Bond ETF | 2025-03-31 | New Buy New Buy | +2.69% | 49.56 ($49.66) 49.78 | $49.74 | 0.16% | New holding | 183,390 | 183,390 | |
PEG | Public Service Enterprise Group Inc | 2025-03-31 | Sold Out Sold Out | -2.47% | 78.2 ($83.43) 90.39 | $86.29 | 3.43% | Sold Out | 0 | -105,666 | |
VEEV | Veeva Systems Inc | 2025-03-31 | New Buy New Buy | +2.36% | 210.58 ($228.51) 246.8 | $288.37 | 26.20% | New holding | 34,548 | 34,548 | |
PANW | Palo Alto Networks Inc | 2025-03-31 | Sold Out Sold Out | -2.27% | 167.82 ($184.92) 208.28 | $199.76 | 8.03% | Sold Out | 0 | -45,023 | |
NTAP | NetApp Inc | 2025-03-31 | Sold Out Sold Out | -2.21% | 87.84 ($110.55) 126.3 | $106.25 | -3.89% | Sold Out | 0 | -68,897 | |
LQD |
iShares iBoxx USD Investment Grade Corporate Bond ETF
iShares iBoxx USD Investment Grade Corporate Bond ETF
| 2025-03-31 | Sold Out Sold Out | -2.14% | 105.1 ($107.75) 109.61 | $108.83 | 1.00% | Sold Out | 0 | -72,508 | |
TTD | The Trade Desk Inc | 2025-03-31 | Sold Out Sold Out | -2.11% | 53.59 ($90.47) 126.58 | $84.03 | -7.12% | Sold Out | 0 | -64,877 |
AMJ Financial Wealth Management Total Holding History ($B)
AMJ Financial Wealth Management's Asset Allocation
AMJ Financial Wealth Management Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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AMJ Financial Wealth Management's Hypothetical Growth since 2025-03-31
AMJ Financial Wealth Management's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
AMJ Financial Wealth Management's Holdings Heat Map
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AMJ Financial Wealth Management's Holdings Bubble Chart
AMJ Financial Wealth Management News
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