Amj Financial Wealth Management

Institutional manager — quarterly 13F holdings, Q ending 2026-03-31

Reported value
$424.0M
Q ending 2026-03-31
Prior quarter
$423.0M
Q ending 2025-12-31
Change
+0.2% QoQ · +25.2% YoY
Positions
86
reported holdings

Largest positions

All 86 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
HoldingTickerTypeValueShares
Pgim Ultra Short Bond EtfPULSShares$32.8M662K
Ishares 0-5 Year Tips Bond EtfSTIPShares$32.6M315K
Quanta Svcs Inc ComPWRShares$16.4M30K
Corning Inc ComGLWShares$15.7M116K
Applied Matls Inc ComAMATShares$15.1M44K
Goldman Sachs Group IncGSShares$13.3M16K
Newmont Corp ComNEMShares$12.1M112K
Apple IncAAPLShares$11.8M46K
Walmart Inc ComWMTShares$11.5M93K
Avago Technologies LtdAVGOShares$11.0M36K
Cloudflare Inc Cl A ComNETShares$10.9M53K
Halliburton Co ComHALShares$10.3M264K
Invesco Bulletshares 2031 CorporatBSCVShares$10.2M623K
Meta Platforms Inc Cl AMETAShares$10.1M18K
Ishares 5-10 Year Investment GradeIGIBShares$10.0M187K
Google IncGOOGLShares$9.9M34K
Invesco Bulletshares 2028 CorporatBSCSShares$9.2M449K
Amazon.Com IncAMZNShares$9.2M44K
Take-Two Interactive Software ComTTWOShares$8.9M45K
Spdr Gold Minishares Trust Of BeneGLDMShares$8.8M95K
Nvidia Corporation ComNVDAShares$8.8M50K
MicrosoftMSFTShares$8.5M23K
Invesco Bulletshares 2030 CorporatBSCUShares$8.2M489K
Oreilly Automotive Inc ComORLYShares$8.0M87K
Huntington Ingalls Inds Inc ComHIIShares$7.4M20K
Arista Networks Inc Com ShsANETShares$7.1M58K
Tjx Cos Inc New ComTJXShares$6.9M43K
Rambus Inc Del ComRMBSShares$6.6M76K
Paccar Inc ComPCARShares$6.4M55K
Resideo Technologies Inc ComREZIShares$6.3M188K
Invesco Bulletshares 2029 CorporatBSCTShares$6.1M328K
Fedex CorpFDXShares$5.4M15K
Trane Technologies Plc ShsShares$5.0M12K
Eaton Corp Plc ShsShares$4.9M14K
Heico Corp New ComHEIShares$3.7M14K
Brinker Intl Inc ComEATShares$3.7M26K
Emerson Elec Co ComEMRShares$3.5M27K
Netapp Inc ComNTAPShares$3.3M32K
Hsbc Hldgs Plc Spon Adr NewHSBCShares$3.2M38K
Jfrog Ltd Ord ShsShares$3.1M65K
Coherent Corp ComCOHRShares$3.0M13K
Caci Intl Inc Cl ACACIShares$2.6M5K
Albemarle Corp ComALBShares$2.2M12K
Targa Res Corp ComTRGPShares$2.1M8K
Nasdaq Stk Mkt IncNDAQShares$2.0M23K
Globalstar Inc Com NewGSATShares$1.8M27K
Costco Wholesale CorpCOSTShares$1.6M2K
State Street Spdr Portfolio S&P 50SPYGShares$1.5M15K
Bluerock Pvt Real Estate Fd ComBPREShares$1.3M80K
Johnson & Johnson ComJNJShares$1.3M5K
Johnson & Johnson ComJNJPut$1.2M5K
Ge Aerospace Com NewGEShares$1.2M4K
State Street Spdr Portfolio S&P 50SPYMShares$1.0M13K
Ishares Russell 2000 Growth EtfIWOShares$967K3K
Proshares S&P Technology Dividend TDVShares$957K11K
Powershares Qqq TrQQQShares$879K2K
Cisco Sys IncCSCOShares$861K11K
Jpmorgan Chase & Co ComJPMShares$838K3K
Ishares Silver TrustSLVShares$700K10K
Vanguard S&P 500 EtfVOOShares$690K1K
First Trust Nasdaq-100 Technology QTECShares$636K3K
Exxon Mobil Corp ComXOMShares$598K4K
New York Times Co Mtn Be Cl ANYTShares$596K7K
Global X U.S. Infrastructure DevelPAVEShares$591K12K
Ishares Msci Eurozone EtfEZUShares$564K9K
State Street Communication ServiceXLCShares$544K5K
Regeneron Pharmaceuticals IncREGNShares$511K662
MicrosoftMSFTPut$481K1K
Lockheed Martin CorpLMTShares$462K765
Proshares S&P 500 Ex-Technology EtSPXTShares$415K4K
State Street Spdr Portfolio AggregSPABShares$394K15K
Ishares Tr Russell 1000 Index EtfIWBShares$322K903
Accenture Ltd Bermuda Cl AShares$318K2K
Invesco S&P 500 Equal Weight EnergRSPGShares$301K3K
Alphabet Inc Cap Stk Cl CGOOGShares$290K1K
Eli Lilly & Co ComLLYShares$289K314
Ishares Msci Europe Financials EtfEUFNShares$286K8K
Motorola Solutions Inc Com NewMSIShares$270K622
Materials Select Sector SpdrXLBShares$257K5K
Visa IncVShares$253K836
Invesco Nasdaq 100 EtfQQQMShares$247K1K
Intl Business MachinesIBMShares$223K918
Schwab U.S. Large-Cap EtfSCHXShares$220K9K
Cboe Global Mkts Inc ComCBOEShares$206K732
Northrop Grumman Corp ComNOCShares$164K240
Northrop Grumman Corp ComNOCPut$68K100

Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.