Amj Financial Wealth Management Portfolio Holdings

Amj Financial Wealth Management

  • $407 Million
  • Q3 2025

Amj Financial Wealth Management has filed its 13F form on November 10, 2025 for Q3 2025 where it was disclosed a total value porftolio of $407 Million distributed in 90 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Pgim ETF Tr with a value of $26.3M, Goldman Sachs Group Inc with a value of $14.4M, Meta Platforms, Inc. with a value of $13.5M, Tjx Companies Inc with a value of $12.8M, and O Reilly Automotive Inc with a value of $12.7M.

Examining the 13F form we can see an increase of $12.8M in the current position value, from $394M to 407M.

Amj Financial Wealth Management is based out at Leesburg, VA

Below you can find more details about Amj Financial Wealth Management portfolio as well as his latest detailed transactions.

Portfolio value $407 Million
ETFs: $85 Million
Technology: $76.3 Million
Financial Services: $70.2 Million
Industrials: $47.1 Million
Consumer Cyclical: $38.1 Million
Communication Services: $30.3 Million
Consumer Defensive: $15.5 Million
Healthcare: $12.6 Million
Other: $21.6 Million

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$26.3 Million 6.46% of portfolio
527,471
Q3 2025 Added 17.75%
$0
$10.2 Million 2.51% of portfolio
612,656
Q3 2025 Added 1.46%
$0
$9.95 Million 2.45% of portfolio
183,935
Q3 2025 Added 8.06%
$0
$9.13 Million 2.25% of portfolio
444,072
Q3 2025 Added 2.65%
$0
$8.13 Million 2.0% of portfolio
481,139
Q3 2025 Added 2.53%
$11.9B
$8.06 Million 1.98% of portfolio
105,484
Q3 2025 Reduced 3.59%
$0
$6.09 Million 1.5% of portfolio
323,784
Q3 2025 Added 2.85%
$0
$5.06 Million 1.24% of portfolio
258,840
Q3 2025 Added 2.49%
$0
$1.94 Million 0.48% of portfolio
18,566
Q3 2025 Added 3.15%
$0
$1.2 Million 0.3% of portfolio
2,002
Q3 2025 Reduced 5.79%
$0
$1.11 Million 0.27% of portfolio
7,826
Q3 2025 Reduced 0.48%
$0
$979,000 0.24% of portfolio
12,505
Q3 2025 Reduced 2.05%
$0
$936,000 0.23% of portfolio
10,826
Q3 2025 Added 1.62%
$0
$823,000 0.2% of portfolio
1,345
Q3 2025 Reduced 18.98%
$0
$646,000 0.16% of portfolio
11,993
Q3 2025 Added 4.25%
$0
$583,000 0.14% of portfolio
9,421
Q3 2025 Reduced 2.78%
$0
$541,000 0.13% of portfolio
4,575
Q3 2025 Reduced 0.31%
$0
$481,000 0.12% of portfolio
2,097
Q3 2025 Added 4.38%
$0
$396,000 0.1% of portfolio
15,327
Q3 2025 Added 4.59%
$24.1B
$373,000 0.09% of portfolio
8,808
Q3 2025 New
$0
$360,000 0.09% of portfolio
3,576
Q3 2025 Added 27.76%
$0
$343,000 0.08% of portfolio
3,280
Q3 2025 Reduced 4.73%
$0
$330,000 0.08% of portfolio
903
Q1 2025 New
$0
$261,000 0.06% of portfolio
7,625
Q3 2025 Reduced 6.26%
$0
$205,000 0.05% of portfolio
2,351
Q3 2025 New
$0
$206,000 0.05% of portfolio
7,821
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 90
  • Current Value $407 Million
  • Prior Value $394 Million
  • Filing
  • Period Q3 2025
  • Filing Date November 10, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 17 stocks
  • Additional Purchases 27 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 37 stocks
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