13F Filings History of AMJ Financial Wealth Management

Latest 13F report
Q4 2025 - 05 Feb 2026
Value $
$416,367,968
Signature - Title
Lindsay Marie Rider - Compliance Consultant
Location
Leesburg, VA
Summary
This page shows a list of all the recent 13F filings made by AMJ Financial Wealth Management. Form 13F is required to be filed within 45 days of the end of a calendar quarter. AMJ Financial Wealth Management reported 87 stock holdings with total value $416,367,968 as of Q4 2025. Top holdings included PULS, GS, TTWO, PWR, and AVGO.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 87 $416,367,968 +$112,884,931 -$114,678,777 -$1,793,846 PULS, GS, TTWO, PWR, AVGO 13F-HR 05 Feb 2026, 11:33
Q3 2025 86 $412,668,335 +$53,798,613 -$55,151,217 -$1,352,604 PULS, GS, META, TJX, ORLY 13F-HR 10 Nov 2025, 09:23
Q2 2025 81 $394,998,533 +$105,710,594 -$69,139,842 +$36,570,752 PULS, META, GS, EAT, NDAQ 13F-HR 13 Aug 2025, 13:10
Q1 2025 81 $333,395,804 +$90,681,628 -$108,498,736 -$17,817,108 SJNK, EAT, ORLY, SAP, PGR 13F-HR 12 May 2025, 10:23
Q4 2024 82 $360,184,867 +$56,106,326 -$53,835,909 +$2,270,417 EAT, AVGO, SJNK, BSCP, META 13F-HR 06 Feb 2025, 12:04
Q3 2024 82 $347,463,018 +$85,608,838 -$68,347,092 +$17,261,746 SPTL, BSCP, META, TJX, ETN 13F-HR 12 Nov 2024, 10:57
Q2 2024 72 $321,283,745 +$62,981,509 -$44,314,536 +$18,666,973 SJNK, TJX, BSCP, EAT, META 13F-HR 07 Aug 2024, 16:34
Q1 2024 75 $299,479,369 +$61,944,081 -$38,005,219 +$23,938,862 SMCI, EDV, TJX, BSCP, ETN 13F-HR 07 May 2024, 16:17
Q4 2023 67 $237,635,662 +$38,497,691 -$39,666,948 -$1,169,257 EDV, BSCP, TJX, META, NVO 13F-HR 12 Feb 2024, 15:17
Q3 2023 63 $217,026,471 +$32,134,287 -$33,295,197 -$1,160,910 BSCP, TJX, GLDM, TT, EDV 13F-HR 13 Nov 2023, 11:47
Q2 2023 70 $227,606,846 +$129,175,027 -$64,023,403 +$65,151,624 GLDM, EDV, BSCP, TJX, HCA 13F-HR 10 Aug 2023, 15:44
Q1 2023 56 $155,396,235 +$62,355,059 -$82,291,344 -$19,936,285 SPTS, STIP, PWR, HCA, MSFT 13F-HR 02 May 2023, 11:11
Q4 2022 54 $169,013,263 +$46,255,874 -$37,990,539 +$8,265,335 PULS, STIP, TJX, SLV, GLDM 13F-HR 01 Feb 2023, 15:10
Q3 2022 48 $152,868,000 +$61,734,825 -$23,754,550 +$37,980,275 PULS, STIP, XLU, KDP, HSY 13F-HR 04 Nov 2022, 15:26
Q2 2022 53 $117,377,000 +$39,450,524 -$150,868,115 -$111,417,591 PULS, PWR, STIP, KDP, DTE 13F-HR 12 Aug 2022, 15:51
Q1 2022 84 $249,503,000 +$83,249,872 -$98,142,189 -$14,892,317 MSFT, IAU, PWR, TRGP, TIP 13F-HR 11 May 2022, 13:21
Q4 2021 93 $277,073,000 +$35,804,946 -$27,325,852 +$8,479,094 MSFT, FLOT, BLDR, NVDA, NET 13F-HR 10 Feb 2022, 10:54
Q3 2021 90 $243,931,000 +$59,479,408 -$41,801,610 +$17,677,798 FLOT, MSFT, NET, TIP, PWR 13F-HR 12 Nov 2021, 13:27
Q2 2021 89 $229,741,000 +$61,405,819 -$57,139,903 +$4,265,916 FLOT, MSFT, NET, TIP, JNK 13F-HR 12 Aug 2021, 15:32
Q1 2021 83 $206,901,000 +$54,426,333 -$45,655,428 +$8,770,905 LQD, MSFT, TIP, JNK, NET 13F-HR 07 May 2021, 16:28
Q4 2020 73 $194,904,000 +$53,874,542 -$38,907,724 +$14,966,818 LQD, MSFT, NET, EMN, NKE 13F-HR 09 Feb 2021, 14:55
Q3 2020 64 $169,715,000 +$33,703,902 -$32,620,169 +$1,083,733 MSFT, IEF, SPTS, AGZ, TIP 13F-HR 23 Oct 2020, 10:44
Q2 2020 63 $146,792,000 +$105,519,886 -$21,351,690 +$84,168,196 MSFT, IEF, AGZ, TIP, NET 13F-HR 05 Aug 2020, 15:35
Q1 2020 29 $57,604,000 +$14,711,871 -$97,107,521 -$82,395,650 SPTS, AGZ, TLT, MSFT, NEE 13F-HR 05 May 2020, 15:09
Q4 2019 69 $142,268,000 $0 $0 $0 AGZ, TLT, MSFT, NEE, MRK 13F-HR 10 Feb 2020, 13:36