Amj Financial Wealth Management Portfolio Stock Holdings

Amj Financial Wealth Management disclosed 83 stock positions valued at approximately $422.2 million in its latest SEC 13F filing. The largest holdings include PGIM ULTRA SHORT BOND ETF, ISHARES 0-5 YEAR TIPS BOND ETF, and QUANTA SVCS INC COM. The filing reflects positions held as of March 31, 2026 and was filed on May 8, 2026.

Report Period
March 31, 2026
No. of Stocks
83
Portfolio Value
$422.2M
Holdings by Sector
Amj Financial Wealth Management Portfolio Holdings in Q1 2026

79 holdings in the latest reporting period.

Page 1 of 1
CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
PGIM ULTRA SHORT BOND ETFPULSOther7.76%662,171+148,160+28.82%$32,777,465
ISHARES 0-5 YEAR TIPS BOND ETFSTIPOther7.72%314,997+314,997+100.00%$32,580,140
QUANTA SVCS INC COMPWRIndustrials3.89%29,913+192+0.65%$16,422,835
CORNING INC COMGLWTechnology3.72%115,562+12,729+12.38%$15,712,965
APPLIED MATLS INC COMAMATTechnology3.58%44,267+240+0.55%$15,130,018
GOLDMAN SACHS GROUP INCGSFinancial Services3.15%15,744+261+1.69%$13,319,267
NEWMONT CORP COMNEMBasic Materials2.86%111,606+4,477+4.18%$12,081,350
APPLE INCAAPLTechnology2.79%46,367+12,037+35.06%$11,767,429
WALMART INC COMWMTConsumer Defensive2.73%92,639+6,345+7.35%$11,513,166
AVAGO TECHNOLOGIES LTDAVGOTechnology2.61%35,587-34-0.10%$11,014,532
CLOUDFLARE INC CL A COMNETTechnology2.59%52,988-1,825-3.33%$10,933,544
HALLIBURTON CO COMHALEnergy2.44%264,053+264,053+100.00%$10,295,426
INVESCO BULLETSHARES 2031 CORPORATE BOND ETFBSCVOther2.43%622,503+2,687+0.43%$10,246,399
META PLATFORMS INC CL AMETACommunication Services2.40%17,680+3,833+27.68%$10,115,260
ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETFIGIBOther2.36%187,237-130-0.07%$9,964,753
GOOGLE INCGOOGLCommunication Services2.35%34,434+8,392+32.22%$9,901,705
INVESCO BULLETSHARES 2028 CORPORATE BOND ETFBSCSOther2.17%449,382+2,036+0.46%$9,177,729
AMAZON.COM INCAMZNConsumer Cyclical2.17%44,012+6,195+16.38%$9,166,379
TAKE-TWO INTERACTIVE SOFTWARE COMTTWOCommunication Services2.10%44,940-7,518-14.33%$8,875,650
SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTERESTGLDMOther2.09%95,394+543+0.57%$8,842,024
NVIDIA CORPORATION COMNVDATechnology2.08%50,351-1,098-2.13%$8,781,223
MICROSOFTMSFTTechnology2.00%22,839-100-0.44%$8,454,313
INVESCO BULLETSHARES 2030 CORPORATE BOND ETFBSCUOther1.94%489,231-97-0.02%$8,179,502
OREILLY AUTOMOTIVE INC COMORLYConsumer Cyclical1.89%86,592-30,854-26.27%$7,993,308
HUNTINGTON INGALLS INDS INC COMHIIIndustrials1.76%19,547-13,252-40.40%$7,425,905
ARISTA NETWORKS INC COM SHSANETOther1.69%57,982-21,362-26.92%$7,119,030
TJX COS INC NEW COMTJXConsumer Cyclical1.63%43,146-18,409-29.91%$6,890,416
RAMBUS INC DEL COMRMBSTechnology1.56%76,330-18,616-19.61%$6,566,670
PACCAR INC COMPCARIndustrials1.51%55,307+7,812+16.45%$6,387,959
RESIDEO TECHNOLOGIES INC COMREZIIndustrials1.50%187,788+41,050+27.98%$6,330,333
INVESCO BULLETSHARES 2029 CORPORATE BOND ETFBSCTOther1.45%327,509-1,411-0.43%$6,111,449
FEDEX CORPFDXIndustrials1.29%15,252+15,252+100.00%$5,432,457
TRANE TECHNOLOGIES PLC SHSTTOther1.18%11,995-126-1.04%$4,998,796
EATON CORP PLC SHSETNOther1.15%13,583+11,948+730.76%$4,858,232
HEICO CORP NEW COMHEIIndustrials0.89%13,651-139-1.01%$3,743,104
BRINKER INTL INC COMEATConsumer Cyclical0.87%25,756-5,084-16.49%$3,677,184
EMERSON ELEC CO COMEMRIndustrials0.83%26,854+26,854+100.00%$3,518,411
NETAPP INC COMNTAPTechnology0.79%32,398-18-0.06%$3,317,231
HSBC HLDGS PLC SPON ADR NEWHSBCFinancial Services0.75%38,467+6,219+19.28%$3,173,143
COHERENT CORP COMCOHRTechnology0.71%12,623-4,568-26.57%$3,006,925
CACI INTL INC CL ACACITechnology0.61%4,752+453+10.54%$2,584,470
ALBEMARLE CORP COMALBBasic Materials0.53%12,352+12,352+100.00%$2,217,555
TARGA RES CORP COMTRGPEnergy0.50%8,371--$2,098,861
NASDAQ STK MKT INCNDAQFinancial Services0.47%23,169-47,937-67.42%$1,966,816
COSTCO WHOLESALE CORPCOSTConsumer Defensive0.38%1,594-1,259-44.13%$1,588,309
STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETFSPYGOther0.35%15,187-2,921-16.13%$1,486,959
JOHNSON & JOHNSON COMJNJHealthcare0.30%5,221-858-14.11%$1,276,318
GE AEROSPACE COM NEWGEIndustrials0.27%4,056-2,799-40.83%$1,150,971
STATE STREET SPDR PORTFOLIO S&P 500 ETFSPLGOther0.24%13,305+213+1.63%$1,018,365
ISHARES RUSSELL 2000 GROWTH ETFIWOOther0.23%3,083+3,083+100.00%$967,476
PROSHARES S&P TECHNOLOGY DIVIDEND ARISTOCRATS ETFTDVOther0.23%11,294+584+5.45%$956,701
POWERSHARES QQQ TRQQQOther0.21%1,523-398-20.72%$879,045
CISCO SYS INCCSCOTechnology0.20%11,097-435-3.77%$861,016
JPMORGAN CHASE & CO COMJPMFinancial Services0.20%2,850-38-1.32%$838,356
ISHARES SILVER TRUSTSLVOther0.17%10,270-32-0.31%$699,798
VANGUARD S&P 500 ETFVOOOther0.16%1,155-162-12.30%$690,386
FIRST TRUST NASDAQ-100 TECHNOLOGY SECTOR INDEX FUNDQTECOther0.15%2,945+304+11.51%$636,061
EXXON MOBIL CORP COMXOMEnergy0.14%3,523-23-0.65%$597,712
NEW YORK TIMES CO MTN BE CL ANYTCommunication Services0.14%7,117-13-0.18%$595,906
GLOBAL X U.S. INFRASTRUCTURE DEVELOPMENT ETFPAVEOther0.14%11,636+4,642+66.37%$591,225
ISHARES MSCI EUROZONE ETFEZUOther0.13%9,007-197-2.14%$564,198
STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETFXLCOther0.13%4,910+278+6.00%$544,323
REGENERON PHARMACEUTICALS INCREGNHealthcare0.12%662--$511,488
LOCKHEED MARTIN CORPLMTIndustrials0.11%765+765+100.00%$462,358
STATE STREET SPDR PORTFOLIO AGGREGATE BOND ETFSPABOther0.09%15,389+473+3.17%$394,266
ISHARES TR RUSSELL 1000 INDEX ETFIWBOther0.08%903--$321,974
ACCENTURE LTD BERMUDA CL AACNTechnology0.08%1,602-80-4.76%$317,661
INVESCO S&P 500 EQUAL WEIGHT ENERGY ETFRSPGOther0.07%2,751+2,751+100.00%$301,152
ALPHABET INC CAP STK CL CGOOGCommunication Services0.07%1,009+20+2.02%$289,526
ELI LILLY & CO COMLLYHealthcare0.07%314--$289,123
ISHARES MSCI EUROPE FINANCIALS ETFEUFNOther0.07%8,214+237+2.97%$286,258
MOTOROLA SOLUTIONS INC COM NEWMSITechnology0.06%622--$269,929
MATERIALS SELECT SECTOR SPDRXLBOther0.06%5,150+5,150+100.00%$257,346
VISA INCVFinancial Services0.06%836-5,273-86.32%$252,673
INVESCO NASDAQ 100 ETFQQQMOther0.06%1,040-232-18.24%$247,125
INTL BUSINESS MACHINESIBMTechnology0.05%918--$222,514
SCHWAB U.S. LARGE-CAP ETFSCHXOther0.05%8,570--$219,735
CBOE GLOBAL MKTS INC COMCBOEFinancial Services0.05%732+732+100.00%$205,743
NORTHROP GRUMMAN CORP COMNOCIndustrials0.04%240+240+100.00%$163,738
Amj Financial Wealth Management Options Holdings in Q1 2026

3 options positions in the latest reporting period.

Page 1 of 1
QuarterSymbolCompanyOptionContractsNotional Value
Q1 2026JNJJohnson & JohnsonPUT5,000$1,222,200
Q1 2026MSFTMicrosoft CorporationPUT1,300$481,221
Q1 2026NOCNorthrop Grumman CorporationPUT100$68,224

Notional value represents the total exposure of the options position.