$147 Million is the total value of AMJ Financial Wealth Management's 63 reported holdings in Q2 2020. The portfolio turnover from Q1 2020 to Q2 2020 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| DNOV | FT CBOE VEST U.S. EQUITY DEEP BUFFER ETF - NOVEMBERetf | $3,325,000 | +9.2% | 107,892 | 0.0% | 2.26% | -57.1% | |
| JKHY | HENRY JACK & ASSOC INCstock | $356,000 | +18.7% | 1,932 | 0.0% | 0.24% | -53.4% | |
| HTA | HEALTHCARE TRUST OF AMERICA, INC. CLASS Areit | $232,000 | +8.9% | 8,758 | 0.0% | 0.16% | -57.3% | |
| WYY | WIDEPOINT CORPstock | $7,000 | +75.0% | 10,227 | 0.0% | 0.01% | -28.6% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-08-05
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| MICROSOFT | 16 | Q3 2023 | 7.0% |
| SPDR PORTFOLIO SHORT TERM TREASURY ETF | 16 | Q3 2023 | 16.6% |
| CACI INTL INC CL A | 16 | Q3 2023 | 1.9% |
| APPLE INC | 16 | Q3 2023 | 2.2% |
| AMAZON.COM INC | 16 | Q3 2023 | 0.8% |
| ACCENTURE LTD BERMUDA CL A | 16 | Q3 2023 | 0.8% |
| HENRY JACK & ASSOC INC | 15 | Q2 2023 | 0.8% |
| THERMO FISHER SCIENTIFIC INC COM | 14 | Q1 2023 | 4.1% |
| NVIDIA CORPORATION COM | 14 | Q3 2023 | 3.5% |
| SOUTHERN CO COM | 14 | Q1 2023 | 4.7% |
View AMJ Financial Wealth Management's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-07 |
| 13F-HR | 2024-02-12 |
| 13F-HR | 2023-11-13 |
| 13F-HR | 2023-08-10 |
| 13F-HR | 2023-05-02 |
| 13F-HR | 2023-02-01 |
| 13F-HR | 2022-11-04 |
| 13F-HR | 2022-08-12 |
| 13F-HR | 2022-05-11 |
| 13F-HR | 2022-02-10 |
View AMJ Financial Wealth Management's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.