Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
AMJ Financial Wealth Management (CIK 1801585) reported $424.0M across 83 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: PULS ($32.8M, 7.73%), STIP ($32.6M, 7.68%), PWR ($16.4M, 3.87%), GLW ($15.7M, 3.71%), AMAT ($15.1M, 3.57%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | PULS | PGIM ULTRA SHORT BOND ETF | $32.8M | 7.73% | 662,171 | Hold |
| 2 | STIP | ISHARES 0-5 YEAR TIPS BOND ETF | $32.6M | 7.68% | 314,997 | Hold |
| 3 | PWR | QUANTA SVCS INC COM | $16.4M | 3.87% | 29,913 | Hold |
| 4 | GLW | CORNING INC COM | $15.7M | 3.71% | 115,562 | Hold |
| 5 | AMAT | APPLIED MATLS INC COM | $15.1M | 3.57% | 44,267 | Hold |
| 6 | GS | GOLDMAN SACHS GROUP INC | $13.3M | 3.14% | 15,744 | Hold |
| 7 | NEM | NEWMONT CORP COM | $12.1M | 2.85% | 111,606 | Hold |
| 8 | AAPL | APPLE INC | $11.8M | 2.78% | 46,367 | Hold |
| 9 | WMT | WALMART INC COM | $11.5M | 2.72% | 92,639 | Hold |
| 10 | AVGO | AVAGO TECHNOLOGIES LTD | $11.0M | 2.60% | 35,587 | Hold |
| 11 | NET | CLOUDFLARE INC CL A COM | $10.9M | 2.58% | 52,988 | Hold |
| 12 | HAL | HALLIBURTON CO COM | $10.3M | 2.43% | 264,053 | Hold |
| 13 | BSCV | INVESCO BULLETSHARES 2031 CORPORATE BOND ETF | $10.2M | 2.42% | 622,503 | Hold |
| 14 | META | META PLATFORMS INC CL A | $10.1M | 2.39% | 17,680 | Hold |
| 15 | IGIB | ISHARES 5-10 YEAR INVESTMENT GRADE CORPORATE BOND ETF | $10.0M | 2.35% | 187,237 | Hold |
| 16 | GOOGL | GOOGLE INC | $9.9M | 2.34% | 34,434 | Hold |
| 17 | BSCS | INVESCO BULLETSHARES 2028 CORPORATE BOND ETF | $9.2M | 2.16% | 449,382 | Hold |
| 18 | AMZN | AMAZON.COM INC | $9.2M | 2.16% | 44,012 | Hold |
| 19 | MSFT | MICROSOFT | $8.9M | 2.11% | 24,139 | Hold |
| 20 | GLDM | SPDR GOLD MINISHARES TRUST OF BENEFICIAL INTEREST | $8.8M | 2.09% | 95,394 | Hold |
| 21 | TTWO | TAKE-TWO INTERACTIVE SOFTWARE COM | $8.9M | 2.09% | 44,940 | Hold |
| 22 | NVDA | NVIDIA CORPORATION COM | $8.8M | 2.07% | 50,351 | Hold |
| 23 | BSCU | INVESCO BULLETSHARES 2030 CORPORATE BOND ETF | $8.2M | 1.93% | 489,231 | Hold |
| 24 | ORLY | OREILLY AUTOMOTIVE INC COM | $8.0M | 1.89% | 86,592 | Hold |
| 25 | HII | HUNTINGTON INGALLS INDS INC COM | $7.4M | 1.75% | 19,547 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30