AMJ Financial Wealth Management

13F Portfolio Filings

Latest 13F report
Q2 2024 - Aug 7, 2024
Value $
$321M
Signature - Title
Angela Bender - Managing Partner
Location
44160 Scholar Plaza, Suite 490, Leesburg, VA
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2024 72 $321M +$63M -$44.3M +$18.7M SJNK, TJX, BSCP, EAT, META 13F-HR 8/7/2024, 04:34 PM
Q1 2024 75 $299M +$61.9M -$38M +$23.9M SMCI, EDV, TJX, BSCP, ETN 13F-HR 5/7/2024, 04:17 PM
Q4 2023 67 $238M +$38.5M -$39.7M -$1.17M EDV, BSCP, TJX, META, NVO 13F-HR 2/12/2024, 03:17 PM
Q3 2023 63 $217M +$32.1M -$33.3M -$1.16M BSCP, TJX, GLDM, TT, EDV 13F-HR 11/13/2023, 11:47 AM
Q2 2023 70 $228M +$129M -$64M +$65.2M GLDM, EDV, BSCP, TJX, HCA 13F-HR 8/10/2023, 03:44 PM
Q1 2023 56 $155M +$62.4M -$82.3M -$19.9M SPTS, STIP, PWR, HCA, MSFT 13F-HR 5/2/2023, 11:11 AM
Q4 2022 54 $169M +$46.3M -$38M +$8.27M PULS, STIP, TJX, SLV, GLDM 13F-HR 2/1/2023, 03:10 PM
Q3 2022 48 $153M +$61.7M -$23.8M +$38M PULS, STIP, XLU, KDP, HSY 13F-HR 11/4/2022, 03:26 PM
Q2 2022 53 $117M +$39.5M -$151M -$111M PULS, PWR, STIP, KDP, DTE 13F-HR 8/12/2022, 03:51 PM
Q1 2022 84 $250M +$83.2M -$98.1M -$14.9M MSFT, IAU, PWR, TRGP, TIP 13F-HR 5/11/2022, 01:21 PM
Q4 2021 93 $277M +$35.8M -$27.3M +$8.48M MSFT, FLOT, BLDR, NVDA, NET 13F-HR 2/10/2022, 10:54 AM
Q3 2021 90 $244M +$59.5M -$41.8M +$17.7M FLOT, MSFT, NET, TIP, PWR 13F-HR 11/12/2021, 01:27 PM
Q2 2021 89 $230M +$61.4M -$57.1M +$4.27M FLOT, MSFT, NET, TIP, JNK 13F-HR 8/12/2021, 03:32 PM
Q1 2021 83 $207M +$54.4M -$45.7M +$8.77M LQD, MSFT, TIP, JNK, NET 13F-HR 5/7/2021, 04:28 PM
Q4 2020 73 $195M +$53.9M -$38.9M +$15M LQD, MSFT, NET, EMN, NKE 13F-HR 2/9/2021, 02:55 PM
Q3 2020 64 $170M +$33.7M -$32.6M +$1.08M MSFT, IEF, SPTS, AGZ, TIP 13F-HR 10/23/2020, 10:44 AM
Q2 2020 63 $147M +$106M -$21.4M +$84.2M MSFT, IEF, AGZ, TIP, NET 13F-HR 8/5/2020, 03:35 PM
Q1 2020 29 $57.6M +$14.7M -$97.1M -$82.4M SPTS, AGZ, TLT, MSFT, NEE 13F-HR 5/5/2020, 03:09 PM
Q4 2019 69 $142M $0 $0 AGZ, TLT, MSFT, NEE, MRK 13F-HR 2/10/2020, 01:36 PM