AJ WEALTH STRATEGIES, LLC

Business address
28 Liberty Street, Suite 2850, New York, NY, 10005
Top securities (13F)
SCHX, VOO, SGOV, QQQ, USFR, OMFL, BILS, AGG, SCHF, SCHM, SCHA, USMV, MUB, RSP, SPY, VXUS, GDX, STIP, TFLO, and IAU
State of incorporation
NY
Fiscal year end
31 December
⭐ Add to watchlist ⭐
AJ WEALTH STRATEGIES, LLC has filed 27 SEC EDGAR filings since 19 Jul 2018

Latest Filings

Form type Document Filing Description Filing date Reporting date File number(s)
13F-HR Open Document Open Filing 20 Jul 2023 30 Jun 2023 028-18847
13F-HR Open Document Open Filing 28 Apr 2023 31 Mar 2023 028-18847
13F-HR Open Document Open Filing 25 Jan 2023 31 Dec 2022 028-18847
13F-HR Open Document Open Filing 27 Oct 2022 30 Sep 2022 028-18847
13F-HR Open Document Open Filing 04 Aug 2022 30 Jun 2022 028-18847
13F-HR Open Document Open Filing 13 May 2022 31 Mar 2022 028-18847
13F-HR Open Document Open Filing 26 Jan 2022 31 Dec 2021 028-18847
13F-HR Open Document Open Filing 20 Oct 2021 30 Sep 2021 028-18847
13F-HR Open Document Open Filing 16 Aug 2021 30 Jun 2021 028-18847
13F-HR Open Document Open Filing 06 May 2021 31 Mar 2021 028-18847
13F-HR Open Document Open Filing 16 Feb 2021 31 Dec 2020 028-18847
13F-HR Open Document Open Filing 16 Nov 2020 30 Sep 2020 028-18847
13F-HR Open Document Open Filing 14 Aug 2020 30 Jun 2020 028-18847
13F-HR Open Document Open Filing 15 May 2020 31 Mar 2020 028-18847
13F-HR Open Document Open Filing 14 Feb 2020 31 Dec 2019 028-18847
13F-HR Open Document Open Filing 26 Nov 2019 30 Sep 2019 028-18847
13F-HR Open Document Open Filing 19 Aug 2019 30 Jun 2019 028-18847
13F-HR Open Document Open Filing 13 May 2019 31 Mar 2019 028-18847
13F-HR Open Document Open Filing 14 Feb 2019 31 Dec 2018 028-18847
13F-HR Open Document Open Filing 15 Nov 2018 30 Sep 2018 028-18847
13F-HR Open Document Open Filing 19 Jul 2018 30 Jun 2018 028-18847
13F-HR Open Document Open Filing 19 Jul 2018 31 Mar 2018 028-18847
13F-HR Open Document Open Filing 19 Jul 2018 31 Dec 2017 028-18847
13F-HR Open Document Open Filing 19 Jul 2018 30 Sep 2017 028-18847
13F-HR Open Document Open Filing 19 Jul 2018 30 Jun 2017 028-18847
13F-HR Open Document Open Filing 19 Jul 2018 31 Mar 2017 028-18847
13F-HR Open Document Open Filing 19 Jul 2018 31 Dec 2016 028-18847