Amj Financial Wealth Management Reduced Holdings in Q4 2024

Amj Financial Wealth Management

  • $358 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
NVO
Novo Nordisk A S

Healthcare
-61.5K
- 83.11%
$85.0 - $120.04 $5.23M - $7.38M
12.5K $1.08M
HCA
Hca Healthcare, Inc.

Healthcare
-14.2K
- 55.6%
$297.52 - $415.61 $4.23M - $5.91M
11.4K $3.41M
TXT
Textron Inc

Industrials
-22.5K
- 24.33%
$75.82 - $90.32 $1.71M - $2.04M
70.1K $5.36M
TT
Trane Technologies PLC

Industrials
-1.59K
- 5.65%
$369.35 - $419.14 $586K - $665K
26.5K $9.79M
ACGL
Arch Capital Group Ltd.

Financial Services
-1.27K
- 3.71%
$88.71 - $114.86 $113K - $146K
33K $3.05M
FISV
Fiserv Inc

Technology
-3.13K
- 6.36%
N/A
46.1K $5.77M
OKE
Oneok Inc

Energy
-5.72K
- 18.45%
$92.28 - $117.05 $528K - $670K
25.3K $2.54M
BLDR
Builders First Source, Inc.

Industrials
-324
- 7.0%
$142.93 - $198.25 $46.3K - $64.2K
4.3K $614K
MSFT
Microsoft Corp

Technology
-169
- 0.73%
$406.35 - $454.46 $68.7K - $76.8K
22.9K $9.66M
CARR
Carrier Global Corp

Industrials
-1.79K
- 19.89%
$66.69 - $82.65 $120K - $148K
7.22K $493K
JNJ
Johnson & Johnson

Healthcare
-13
- 0.19%
$143.34 - $165.86 $1.86K - $2.16K
6.81K $984K
QTEC
First Trust Nasdaq 100 Technol

ETFs
-518
- 11.7%
$185.87 - $204.12 $96.3K - $106K
3.91K $735K
GLDM
World Gold Trust

ETFs
-1.8K
- 1.53%
$50.76 - $55.23 $91.6K - $99.6K
116K $6.05M
META
Meta Platforms, Inc.

Communication Services
-749
- 3.63%
$554.08 - $632.68 $415K - $474K
19.9K $11.7M
SPYG
Spdr Portfolio

ETFs
-1.96K
- 9.85%
$81.74 - $91.38 $160K - $179K
17.9K $1.57M
XOM
Exxon Mobil Corp

Energy
-233
- 6.01%
$105.51 - $125.37 $24.6K - $29.2K
3.65K $392K
CBOE
Cboe Global Markets, Inc.

Financial Services
-115
- 2.78%
$191.61 - $217.84 $22K - $25.1K
4.02K $784K
ACN
Accenture PLC

Technology
-149
- 7.34%
$343.9 - $376.86 $51.2K - $56.2K
1.88K $662K
LLY
Eli Lilly & CO

Healthcare
-3
- 0.93%
$727.2 - $932.06 $2.18K - $2.8K
321 $247K
PRN
Invesco Dwa Industrials Moment

ETFs
-218
- 4.04%
$151.92 - $177.75 $33.1K - $38.7K
5.18K $796K
ORI
Old Republic International Corp

Financial Services
-947
- 6.62%
$34.4 - $38.98 $32.6K - $36.9K
13.4K $483K
IBM
International Business Machines Corp

Technology
-19
- 0.47%
$204.9 - $238.04 $3.89K - $4.52K
4K $880K
TJX
Tjx Companies Inc

Consumer Cyclical
-2.6K
- 2.69%
$112.15 - $127.2 $291K - $330K
93.9K $11.3M
AME
Ametek Inc

Industrials
-45
- 1.61%
$165.89 - $197.38 $7.47K - $8.88K
2.74K $494K
IYC
Ishares U.S. Consumer Discreti

ETFs
-108
- 2.27%
$85.96 - $101.28 $9.28K - $10.9K
4.64K $446K
JPM
Jpmorgan Chase & CO

Financial Services
-244
- 7.42%
$205.18 - $250.29 $50.1K - $61.1K
3.05K $730K
AAPL
Apple Inc.

Technology
-87
- 1.39%
$221.69 - $259.02 $19.3K - $22.5K
6.15K $1.54M
KKR
Kkr & Co. Inc.

Financial Services
-343
- 4.12%
$129.87 - $162.87 $44.5K - $55.9K
7.99K $1.18M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
-548
- 10.96%
$173.13 - $258.09 $94.9K - $141K
4.45K $1.03M
TTD
Trade Desk, Inc.

Technology
-2.66K
- 3.93%
$108.7 - $139.51 $289K - $370K
64.9K $7.62M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
-12
- 0.14%
$1146.59 - $1270.6 $13.8K - $15.2K
8.45K $10M
PWR
Quanta Services, Inc.

Industrials
-653
- 2.41%
$296.05 - $346.6 $193K - $226K
26.4K $8.34M
SAP
Sap Se

Technology
-1.86K
- 4.24%
$218.13 - $255.54 $405K - $475K
42K $10.3M
WMT
Walmart Inc.

Consumer Defensive
-142
- 0.27%
$79.1 - $95.7 $11.2K - $13.6K
51.7K $4.67M
NVDA
Nvidia Corp

Technology
-991
- 1.76%
$117.0 - $148.88 $116K - $148K
55.2K $7.41M
V
Visa Inc.

Financial Services
-517
- 2.23%
$273.87 - $320.91 $142K - $166K
22.7K $7.16M
NOW
Service Now, Inc.

Technology
-939
- 8.49%
$867.18 - $1148.42 $814K - $1.08M
10.1K $10.7M
GS
Goldman Sachs Group Inc

Financial Services
-1.07K
- 5.35%
$486.1 - $608.57 $521K - $652K
18.9K $10.8M
AVGO
Broadcom Inc.

Technology
-2.97K
- 5.05%
$159.67 - $250.0 $474K - $743K
55.9K $12.9M
EAT
Brinker International, Inc

Consumer Cyclical
-34.7K
- 25.55%
$78.76 - $137.19 $2.73M - $4.76M
101K $13.4M
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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