Aj Wealth Strategies, LLC Purchases in Q2 2023

Aj Wealth Strategies, LLC

  • $2.07 Billion
  • Q2 2023
Stock Shares change Price Range Shares Held Trade History
TBT
Proshares Ultrashort 20+Year T

ETFs
115
+ 1.17%
$26.75 - $31.26 $3.08K - $3.59K
9.95K $292K
AGD
Aberdeen Global Dynamic Dividend Fund

Financial Services
92
+ 0.13%
$9.12 - $9.63 $839 - $886
72.6K $692K
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
231
+ 4.03%
$44.37 - $47.9 $10.2K - $11.1K
5.97K $285K
LMT
Lockheed Martin Corp

Industrials
40
+ 8.71%
$442.83 - $501.41 $17.7K - $20.1K
499 $229K
VBR
Vanguard Small Cap Value ETF

ETFs
1
+ 0.05%
$150.74 - $165.4 $151 - $165
1.84K $303K
CSCO
Cisco Systems, Inc.

Technology
300
+ 4.79%
$45.7 - $52.31 $13.7K - $15.7K
6.56K $339K
TRTX
Tpg Re Finance Trust, Inc.

Real Estate
1.15K
+ 7.75%
$5.36 - $7.88 $6.15K - $9.04K
16K $118K
HTBK
Heritage Commerce Corp

Financial Services
1.7K
+ 1.74%
$6.84 - $8.94 $11.6K - $15.2K
99.1K $820K
CRK
Comstock Resources Inc

Energy
125
+ 1.24%
$9.25 - $11.64 $1.16K - $1.46K
10.2K $118K
BA
Boeing CO

Industrials
45
+ 3.42%
$197.05 - $221.56 $8.87K - $9.97K
1.36K $287K
TXN
Texas Instruments Inc

Technology
113
+ 5.07%
$161.17 - $184.16 $18.2K - $20.8K
2.34K $421K
PFF
Ishares Trust Ishares Pfd And

ETFs
440
+ 1.7%
$29.33 - $31.46 $12.9K - $13.8K
26.3K $812K
MS
Morgan Stanley

Financial Services
172
+ 3.9%
$81.22 - $91.12 $14K - $15.7K
4.58K $391K
GBDC
Golub Capital Bdc, Inc.

Financial Services
300
+ 2.43%
$13.02 - $13.55 $3.91K - $4.07K
12.6K $170K
CNP
Centerpoint Energy Inc

Utilities
89
+ 0.66%
$28.18 - $30.83 $2.51K - $2.74K
13.5K $393K
AMT
American Tower Corp

Real Estate
57
+ 4.69%
$182.0 - $211.26 $10.4K - $12K
1.27K $246K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
1
+ 0.04%
$74.96 - $77.47 $75 - $77.5
2.76K $207K
SQ
Block, Inc.

Technology
69
+ 1.02%
$55.54 - $68.84 $3.83K - $4.75K
6.84K $455K
NEE
Nextera Energy Inc

Utilities
220
+ 2.37%
$72.69 - $79.04 $16K - $17.4K
9.51K $705K
KYN
Kayne Anderson Energy Infrastructure Fund, Inc.

Financial Services
1.07K
+ 2.49%
$7.89 - $8.79 $8.43K - $9.4K
43.9K $357K
CMF
Ishares California Muni Bond E

ETFs
306
+ 0.42%
$56.03 - $57.9 $17.1K - $17.7K
73.3K $4.18M
UBS
Ubs Group Ag

Financial Services
382
+ 1.48%
$18.91 - $21.91 $7.22K - $8.37K
26.3K $532K
FXI
Ishares Tr

ETFs
1
+ 0.01%
$25.97 - $29.49 $26 - $29.5
9.84K $267K
BIVI
Biovie Inc.

Healthcare
8.05K
+ 52.15%
$4.09 - $8.29 $32.9K - $66.7K
23.5K $101K
PDD
Pinduoduo Inc.

Consumer Cyclical
119
+ 2.26%
$60.02 - $80.82 $7.14K - $9.62K
5.39K $372K
MPC
Marathon Petroleum Corp

Energy
113
+ 3.29%
$104.91 - $135.64 $11.9K - $15.3K
3.55K $413K
OKTA
Okta, Inc.

Technology
104
+ 1.88%
$68.53 - $90.9 $7.13K - $9.45K
5.65K $391K
AXON
Axon Enterprise, Inc.

Industrials
93
+ 2.05%
$188.71 - $227.53 $17.6K - $21.2K
4.63K $902K
DVN
Devon Energy Corp

Energy
93
+ 0.1%
$46.1 - $55.7 $4.29K - $5.18K
92.7K $4.48M
Activity Summary
Buys All Purchases 130 New Holdings 24 Increased Positions 106 Sells All Sells 60 Reductions 60 Sold out 0 Options Calls 0 Puts 0
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