Amj Financial Wealth Management Purchases in Q4 2024

Amj Financial Wealth Management

  • $358 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SJNK
Spdr Bloomberg Short Term High

ETFs
491K
New
$25.09 - $25.69 $12.3M - $12.6M
491K $12.4M
PNC
Pnc Financial Services Group, Inc.

Financial Services
30.9K
New
$178.39 - $215.0 $5.52M - $6.65M
30.9K $5.96M
NTAP
Net App, Inc.

Technology
37.7K
+ 120.73%
$115.31 - $131.11 $4.35M - $4.94M
68.9K $8M
SHOP
Shopify Inc.

Technology
38.5K
New
$78.14 - $119.49 $3M - $4.59M
38.5K $4.09M
PEG
Public Service Enterprise Group Inc

Utilities
51.4K
+ 94.72%
$81.87 - $94.51 $4.21M - $4.86M
106K $8.93M
CWB
Spdr Bloomberg Convertible Sec

ETFs
51.3K
New
$76.21 - $82.24 $3.91M - $4.22M
51.3K $4M
GTLS
Chart Industries Inc

Industrials
19.5K
New
$119.65 - $202.35 $2.33M - $3.94M
19.5K $3.71M
NDAQ
Nasdaq, Inc.

Financial Services
38K
+ 40.06%
$70.87 - $83.05 $2.69M - $3.15M
133K $10.3M
PANW
Palo Alto Networks Inc

Technology
27.8K
+ 161.4%
$181.96 - $405.9 $5.06M - $11.3M
45K $8.19M
DELL
Dell Technologies Inc.

Technology
19.9K
New
$111.96 - $144.21 $2.23M - $2.87M
19.9K $2.3M
TRGP
Targa Resources Corp.

Energy
1.27K
+ 6.13%
$150.58 - $207.69 $191K - $263K
21.9K $3.92M
GOOGL
Alphabet Inc.

Communication Services
499
+ 1.56%
$161.86 - $196.66 $80.8K - $98.1K
32.4K $6.14M
COST
Costco Wholesale Corp

Consumer Defensive
270
+ 2.63%
$873.59 - $994.69 $236K - $269K
10.5K $9.65M
PLNT
Planet Fitness, Inc.

Consumer Cyclical
5.01K
New
$78.5 - $102.01 $393K - $511K
5.01K $495K
IWP
Ishares Russell Mid Cap Growth

ETFs
2.92K
+ 84.75%
$116.4 - $138.52 $340K - $404K
6.36K $806K
DOV
Dover Corp

Industrials
2.08K
New
$184.72 - $206.51 $384K - $430K
2.08K $390K
TW
Tradeweb Markets Inc.

Financial Services
2.79K
New
$124.87 - $136.32 $348K - $380K
2.79K $364K
MCO
Moodys Corp

Financial Services
659
New
$454.04 - $500.88 $299K - $330K
659 $311K
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
1.52K
+ 76.55%
$174.04 - $205.27 $264K - $312K
3.5K $631K
FITB
Fifth Third Bancorp

Financial Services
9.4K
+ 4.21%
$41.76 - $48.44 $393K - $455K
233K $9.84M
MAR
Marriott International Inc

Consumer Cyclical
955
New
$246.06 - $292.59 $235K - $279K
955 $266K
EMR
Emerson Electric CO

Industrials
1.95K
New
$108.13 - $134.33 $211K - $262K
1.95K $242K
AMZN
Amazon Com Inc

Consumer Cyclical
17
+ 0.24%
$180.88 - $232.93 $3.07K - $3.96K
7.14K $1.57M
IAT
Ishares Tr

ETFs
3.87K
+ 32.39%
$46.07 - $56.9 $178K - $220K
15.8K $796K
SPXT
Proshares Tr S&P 500 Ex Techno

ETFs
2.39K
New
$89.73 - $95.76 $215K - $229K
2.39K $219K
QQQ
Invesco Qqq Trust, Series 1

ETFs
258
+ 15.18%
$481.22 - $538.17 $124K - $139K
1.96K $1M
KCE
Spdr S&P Capital Markets ETF

ETFs
758
+ 27.29%
$124.2 - $148.51 $94.1K - $113K
3.54K $486K
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
3.74K
+ 0.63%
$20.6 - $20.71 $77.1K - $77.5K
597K $12.3M
TDV
Proshares Tr S&P Tech Divid Ar

ETFs
1.23K
+ 11.3%
$74.69 - $79.24 $91.5K - $97.1K
12.1K $910K
XLC
Select Sector Spdr Tr Communic

ETFs
74
+ 1.69%
$89.66 - $102.16 $6.63K - $7.56K
4.44K $429K
CACI
Caci International Inc

Technology
70
+ 1.79%
N/A
3.99K $1.71M
SPY
Spdr S&P 500 ETF Trust

ETFs
10
+ 1.08%
$567.81 - $607.81 $5.68K - $6.08K
935 $547K
SPAB
Spdr Portfolio Aggregate Bond

ETFs
1.07K
+ 9.13%
$24.94 - $26.14 $26.6K - $27.9K
12.7K $318K
RSP
Invesco S&P 500 Equal Weight E

ETFs
19
+ 0.37%
$174.22 - $187.62 $3.31K - $3.56K
5.21K $913K
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
4.77K
+ 1.28%
$20.08 - $20.61 $95.9K - $98.4K
377K $7.58M
BSCT
Invesco Index Fd Tr Bulletshar

ETFs
3.67K
+ 1.28%
$18.28 - $18.87 $67K - $69.2K
291K $5.33M
BSCU
Invesco Exc Self Ind Tr

ETFs
6K
+ 1.46%
$16.32 - $16.99 $97.9K - $102K
418K $6.84M
EIX
Edison International

Utilities
2.55K
+ 3.15%
$77.93 - $88.36 $199K - $226K
83.6K $6.67M
LQD
Ishares Iboxx $ Investment Gra

ETFs
491
+ 0.68%
$106.56 - $113.11 $52.3K - $55.5K
72.5K $7.75M
Activity Summary
Buys All Purchases 40 New Holdings 14 Increased Positions 26 Sells All Sells 41 Reductions 41 Sold out 0 Options Calls 0 Puts 0
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