Amj Financial Wealth Management Top Holdings and 13F Report (2024) → Urgent Nvidia Warning (From Altimetry) (Ad) About Amj Financial Wealth ManagementInvestment ActivityAmj Financial Wealth Management has $299.48 million in total holdings as of March 31, 2024.Amj Financial Wealth Management owns shares of 75 different stocks, but just 30 companies or ETFs make up 80% of its holdings.Approximately 20.68% of the portfolio was purchased this quarter.About 12.69% of the portfolio was sold this quarter.This quarter, Amj Financial Wealth Management has purchased 67 new stocks and bought additional shares in 33 stocks.Amj Financial Wealth Management sold shares of 24 stocks and completely divested from 9 stocks this quarter.Largest Holdings Super Micro Computer $11,998,146Vanguard Extended Duration Treasury ETF $11,773,803TJX Companies $10,322,984Invesco BulletShares 2025 Corporate Bond ETF $10,119,020Eaton $9,918,522 Largest New Holdings this Quarter Brinker International $7,848,496 HoldingVeeva Systems $4,921,096 HoldingFidelity National Financial $3,030,629 HoldingUBS Group $2,966,077 HoldingSkechers U.S.A. $2,526,914 Holding Largest Purchases this Quarter Brinker International 157,981 shares (about $7.85M)Broadcom 4,174 shares (about $5.53M)Veeva Systems 21,240 shares (about $4.92M)PGIM Ultra Short Bond ETF 71,279 shares (about $3.54M)Fidelity National Financial 57,074 shares (about $3.03M) Largest Sales this Quarter Arch Capital Group 37,871 shares (about $3.50M)Meta Platforms 5,068 shares (about $2.46M)Targa Resources 18,530 shares (about $2.08M)Super Micro Computer 1,504 shares (about $1.52M)Invesco S&P 500 Equal Weight ETF 8,969 shares (about $1.52M) Sector Allocation Over TimeMap of 500 Largest Holdings ofAmj Financial Wealth Management Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSMCISuper Micro Computer$11,998,146$1,519,085 ▼-11.2%11,8794.0%Computer and TechnologyEDVVanguard Extended Duration Treasury ETF$11,773,803$1,458,770 ▼-11.0%153,7053.9%ETFTJXTJX Companies$10,322,984$41,481 ▲0.4%101,7853.4%Retail/WholesaleBSCPInvesco BulletShares 2025 Corporate Bond ETF$10,119,020$117,534 ▼-1.1%495,3023.4%ETFETNEaton$9,918,522$646,622 ▲7.0%31,7213.3%Industrial ProductsMSFTMicrosoft$9,800,799$1,196 ▲0.0%24,5943.3%Computer and TechnologyMETAMeta Platforms$9,729,643$2,460,939 ▼-20.2%20,0373.2%Computer and TechnologyNVONovo Nordisk A/S$9,465,776$1,427,680 ▼-13.1%73,7213.2%MedicalPSXPhillips 66$9,367,876$488,713 ▲5.5%57,3523.1%Oils/EnergyTTTrane Technologies$9,283,685$1,701,834 ▲22.4%30,9253.1%Business ServicesTXTTextron$9,086,154$239,728 ▼-2.6%94,7173.0%AerospaceVVisa$8,794,648$253,405 ▲3.0%31,5132.9%Business ServicesMGMMGM Resorts International$8,613,370$2,604,670 ▲43.3%182,4482.9%Consumer DiscretionaryNOWServiceNow$8,402,410$198,986 ▲2.4%11,0212.8%Computer and TechnologyAVGOBroadcom$8,340,805$5,532,261 ▲197.0%6,2932.8%Computer and TechnologyCDNSCadence Design Systems$8,116,626$145,990 ▲1.8%26,0752.7%Computer and TechnologyORLYO'Reilly Automotive$7,963,966$171,584 ▲2.2%7,0552.7%Retail/WholesaleEATBrinker International$7,848,496$7,848,496 ▲New Holding157,9812.6%Retail/WholesalePWRQuanta Services$7,435,216$141,331 ▼-1.9%28,6192.5%ConstructionGOOGLAlphabet$7,204,342$744,236 ▲11.5%47,7332.4%Computer and TechnologySAPSAP$6,954,380$2,486,828 ▲55.7%35,6582.3%Computer and TechnologyHCAHCA Healthcare$6,676,270$49,696 ▼-0.7%20,0172.2%MedicalCOSTCostco Wholesale$6,663,270$582,441 ▲9.6%9,0952.2%Retail/WholesaleTWTradeweb Markets$5,904,043$2,865,612 ▲94.3%56,6772.0%FinanceFIFiserv$5,823,202$2,201,201 ▲60.8%36,4361.9%Business ServicesTTDTrade Desk$5,806,174$2,479,668 ▲74.5%66,4171.9%Computer and TechnologyBSCOInvesco BulletShares 2024 Corporate Bond ETF$5,489,673$42,192 ▼-0.8%261,7871.8%ETFNVDANVIDIA$5,365,339$31,625 ▼-0.6%5,9381.8%Computer and TechnologyEIXEdison International$5,310,974$2,666,875 ▲100.9%75,0881.8%UtilitiesGLDMSPDR Gold MiniShares Trust$5,199,684$102,680 ▲2.0%118,0411.7%FinanceVEEVVeeva Systems$4,921,096$4,921,096 ▲New Holding21,2401.6%Computer and TechnologyPULSPGIM Ultra Short Bond ETF$3,754,189$3,542,566 ▲1,674.0%75,5371.3%ETFWMTWalmart$3,251,707$2,229,840 ▲218.2%54,0421.1%Retail/WholesaleACGLArch Capital Group$3,189,735$3,500,796 ▼-52.3%34,5061.1%FinanceFNFFidelity National Financial$3,030,629$3,030,629 ▲New Holding57,0741.0%FinanceUBSUBS Group$2,966,077$2,966,077 ▲New Holding96,5521.0%FinanceDVDoubleVerify$2,900,243$1,258,693 ▲76.7%82,4871.0%Computer and TechnologyADBEAdobe$2,786,906$1,060,669 ▲61.4%5,5230.9%Computer and TechnologySKXSkechers U.S.A.$2,526,914$2,526,914 ▲New Holding41,2490.8%Consumer DiscretionaryOKEONEOK$2,422,858$67,181 ▲2.9%30,2220.8%Oils/EnergyTRGPTarga Resources$2,369,036$2,075,174 ▼-46.7%21,1540.8%Oils/EnergyQTECFirst Trust NASDAQ 100 Technology Index Fund$1,595,610$451,912 ▲39.5%8,3680.5%ManufacturingSPYGSPDR Portfolio S&P 500 Growth ETF$1,511,791$475,914 ▲45.9%20,6670.5%ETFCACICACI International$1,484,2560.0%3,9180.5%Computer and TechnologyAMZNAmazon.com$1,351,227$234,494 ▲21.0%7,4910.5%Retail/WholesaleRSPInvesco S&P 500 Equal Weight ETF$1,288,906$1,519,080 ▼-54.1%7,6100.4%ETFACNAccenture$1,214,868$549,723 ▲82.6%3,5050.4%Business ServicesAAPLApple$1,122,517$46,814 ▼-4.0%6,5460.4%Computer and TechnologyJNJJohnson & Johnson$1,099,094$3,043 ▲0.3%12,6420.4%MedicalBLDRBuilders FirstSource$1,031,488$35,036 ▼-3.3%4,9460.3%Retail/WholesaleCBOECboe Global Markets$855,447$85,802 ▼-9.1%4,6560.3%Financial ServicesTDVProShares S&P Technology Dividend Aristocrats ETF$852,002$1,003,613 ▼-54.1%11,8350.3%ETFIWPiShares Russell Mid-Cap Growth ETF$776,609$554,264 ▲249.3%6,8040.3%ETFAMEAMETEK$598,449$69,319 ▼-10.4%3,2720.2%Computer and TechnologyJPMJPMorgan Chase & Co.$579,268$579,268 ▲New Holding2,8920.2%FinanceLWLamb Weston$578,405$12,569 ▼-2.1%5,4300.2%Consumer StaplesXHBSPDR S&P Homebuilders ETF$543,443$543,443 ▲New Holding4,8700.2%ETFNTAPNetApp$535,977$535,977 ▲New Holding5,1060.2%Computer and TechnologySPYSPDR S&P 500 ETF Trust$494,824$1,046 ▲0.2%9460.2%FinanceGDGeneral Dynamics$477,126$477,126 ▲New Holding1,6890.2%AerospaceRSPNInvesco S&P 500 Equal Weight Industrials ETF$456,919$604,582 ▼-57.0%9,5770.2%ETFBCOBrink's$417,280$146,053 ▼-25.9%4,5170.1%Business ServicesXOMExxon Mobil$401,958$7,904 ▼-1.9%3,4580.1%Oils/EnergyIYCiShares U.S. Consumer Discretionary ETF$391,407$391,407 ▲New Holding4,7750.1%ETFXLCCommunication Services Select Sector SPDR Fund$388,620$14,291 ▲3.8%4,7590.1%ETFEUFNiShares MSCI Europe Financials ETF$322,999$322,999 ▲New Holding14,2040.1%ETFKCESPDR S&P Capital Markets ETF$319,490$319,490 ▲New Holding2,8900.1%ETFSPABSPDR Portfolio Aggregate Bond ETF$297,495$50,964 ▲20.7%11,7680.1%ETFSPTSSPDR Portfolio Short Term Treasury ETF$268,392$76,547 ▼-22.2%9,2810.1%ETFLLYEli Lilly and Company$258,550$9,345 ▼-3.5%3320.1%MedicalMSIMotorola Solutions$220,798$220,798 ▲New Holding6220.1%Computer and TechnologyMOHMolina Healthcare$216,918$216,918 ▲New Holding5280.1%MedicalSYKStryker$212,933$212,933 ▲New Holding5950.1%MedicalPOOLPool$210,224$210,224 ▲New Holding5210.1%Consumer DiscretionaryAMDAdvanced Micro Devices$206,842$206,842 ▲New Holding1,1460.1%Computer and TechnologyPEPPepsiCo$0$5,210,691 ▼-100.0%00.0%Consumer StaplesRFRegions Financial$0$4,905,301 ▼-100.0%00.0%FinanceONOnsemi$0$3,446,573 ▼-100.0%00.0%Computer and TechnologyWPMWheaton Precious Metals$0$3,269,268 ▼-100.0%00.0%Basic MaterialsACMAECOM$0$3,176,265 ▼-100.0%00.0%ConstructionASMLASML$0$542,712 ▼-100.0%00.0%Computer and TechnologyRSPGInvesco S&P 500 Equal Weight Energy ETF$0$351,866 ▼-100.0%00.0%ETFFLOTiShares Floating Rate Bond ETF$0$215,489 ▼-100.0%00.0%ETFFXDFirst Trust Consumer Discretionary AlphaDEX Fund$0$205,840 ▼-100.0%00.0%ETFShowing largest 100 holdings. 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