AJ WEALTH STRATEGIES, LLC

13F Filings History

Latest 13F report
Q2 2023 - Jul 20, 2023
Value $
$2.07B
Signature - Title
Scott Bradtmiller - Chief Compliance Officer
Location
New York, NY
Summary
This page shows a list of all the recent 13F filings made by AJ WEALTH STRATEGIES, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. AJ WEALTH STRATEGIES, LLC reported 297 stock holdings with total value $2.07B as of Q2 2023. Top holdings included SCHX, VOO, SGOV, QQQ, and USFR.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2023 297 $2.07B +$315M -$236M +$78.9M SCHX, VOO, SGOV, QQQ, USFR 13F-HR 7/20/2023, 12:11 PM
Q1 2023 288 $1.92B +$139M -$219M -$79.9M SCHX, SGOV, BIL, VOO, SCHF 13F-HR 4/28/2023, 04:04 PM
Q4 2022 299 $1.9B +$658M -$548M +$109M SCHX, AGG, SGOV, VOO, QQQ 13F-HR 1/25/2023, 05:11 PM
Q3 2022 306 $1.72B +$288M -$368M -$81M SCHX, JPST, VOO, QQQ, SCHF 13F-HR 10/27/2022, 05:20 PM
Q2 2022 307 $1.9B +$520M -$366M +$154M OMFL, SCHX, JPST, SCHF, USMV 13F-HR 8/4/2022, 11:44 AM
Q1 2022 322 $2.03B +$460M -$257M +$203M SCHX, QQQ, VOO, JPST, USMV 13F-HR 5/13/2022, 12:50 PM
Q4 2021 310 $2.1B +$348M -$180M +$168M SCHX, QQQ, VOO, SCHF, AGG 13F-HR 1/25/2022, 06:32 PM
Q3 2021 295 $1.85B +$217M -$22.7M +$194M SCHX, AGG, QQQ, SCHF, VOO 13F-HR 10/20/2021, 03:37 PM
Q2 2021 271 $1.68B +$216M -$37.4M +$178M SCHX, AGG, QQQ, SCHF, VOO 13F-HR 8/16/2021, 02:18 PM
Q1 2021 260 $1.41B +$264M -$58.8M +$205M SCHX, AGG, QQQ, SCHF, VOO 13F-HR 5/6/2021, 04:18 PM
Q4 2020 239 $1.15B +$71.2M -$19.6M +$51.6M SCHX, AGG, QQQ, VOO, SCHF 13F-HR 2/16/2021, 05:14 PM
Q3 2020 223 $982M +$82.2M -$48M +$34.2M SCHX, AGG, QQQ, VOO, SCHF 13F-HR 11/13/2020, 09:57 PM
Q2 2020 203 $901M +$189M -$152M +$36.9M AGG, SCHX, QQQ, VOO, SCHF 13F-HR 8/14/2020, 12:57 PM
Q1 2020 175 $737M +$258M -$281M -$23.6M QQQ, AGG, SCHX, USMV, VOO 13F-HR 5/15/2020, 03:49 PM
Q4 2019 121 $856M +$97.9M -$33.9M +$64M SCHX, AGG, TOTL, QQQ, VOO 13F-HR 2/14/2020, 02:30 PM
Q3 2019 117 $758M +$135M -$62.3M +$72.5M SCHX, QQQ, TOTL, AGG, VOO 13F-HR 11/26/2019, 02:01 PM
Q2 2019 106 $678M +$123M -$64.3M +$58.6M SCHX, QQQ, TOTL, AGG, JPST 13F-HR 8/19/2019, 03:21 PM
Q1 2019 108 $605M +$77.9M -$40.1M +$37.8M SCHX, QQQ, FLOT, AGG, VOO 13F-HR 5/13/2019, 05:09 PM
Q4 2018 94 $518M +$92.4M -$56.9M +$35.5M SCHX, FLOT, QQQ, AGG, USMV 13F-HR 2/14/2019, 02:30 PM
Q3 2018 104 $540M +$48.3M -$13.5M +$34.8M SCHX, QQQ, FLOT, AGG, SCHF 13F-HR 11/15/2018, 03:02 PM
Q2 2018 97 $485M +$122M -$62.4M +$59.2M SCHX, QQQ, FLOT, AGG, SCHF 13F-HR 7/19/2018, 05:10 PM
Q1 2018 89 $419M +$116M -$94.8M +$21.2M SCHX, QQQ, AGG, FLOT, SCHF 13F-HR 7/19/2018, 05:05 PM
Q4 2017 93 $401M +$88M -$5.48M +$82.5M SCHX, QQQ, BIV, SCHF, USMV 13F-HR 7/19/2018, 05:03 PM
Q3 2017 80 $308M +$37.9M -$3.27M +$34.6M SCHX, QQQ, BIV, USMV, SCHF 13F-HR 7/19/2018, 04:57 PM
Q2 2017 75 $264M +$46.1M -$17.5M +$28.6M SCHX, QQQ, BIV, USMV, SCHF 13F-HR 7/19/2018, 04:53 PM
Q1 2017 72 $230M +$33M -$5.44M +$27.5M SCHX, QQQ, USMV, VOO, SCHA 13F-HR 7/19/2018, 04:49 PM
Q4 2016 67 $194M $0 $0 SCHX, QQQ, USMV, SCHA, VOO 13F-HR 7/19/2018, 04:42 PM