Amj-Financial-Wealth-Management
AI_NATIVE detailed information: This accession holds the following tickers:[ null, "ACN", null, "GOOGL", "AVGO", "DUK", null, null, "FITB", "HUBS", "META", null, null, null, null, null, "PWR", null, "MSFT", "NDAQ", "GE", "HIG", "ORLY", "OKE", "PGR", null, "AAPL", "SPY", "NVDA", "GS", "MRK", null, "NOW", "SHOP", "SAP", null, "SPYG", "IBM", null, "TXRH", "TJX", "TW", "RCL", null, "TRGP", "TT", "SNX", "FI", "IWP", "AMZN", "MSI", "TTWO", "VOO", "VEEV", "V", "WMT", "G", null, "PLNT", "ORI", null, "AME", "EAT", "BLDR", "CACI", "CCL", "CBOE", "NET", "CME", "COST", "RSP", "MCO", "IWB", "MAR", "QQQ", null, "ETN", "XOM", "JNJ", "LLY", "JPM" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-05-12
- Total Holdings
- 81
- Total Value
- 315576175
- Accession Number
- 0001801585-25-000004
- Form Type
- 13F-HR
- Manager Name
- Amj-Financial-Wealth-Management
Data Enrichment
78% identified63 identified18 unidentified
Holdings
81 positions • $315.6M total value
Manager:
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Page 3 of 5
Shares:3.9K
Value:$974.5K
% of Portfolio:0.3% ($974.5K/$315.6M)
Shares:2.1K
Value:$973.0K
% of Portfolio:0.3% ($973.0K/$315.6M)
Shares:4.0K
Value:$907.4K
% of Portfolio:0.3% ($907.4K/$315.6M)
Shares:4.3K
Value:$879.5K
% of Portfolio:0.3% ($879.5K/$315.6M)
74347G606
Shares:11.1K
Value:$810.5K
% of Portfolio:0.3% ($810.5K/$315.6M)
464288786
Shares:4.4K
Value:$601.4K
% of Portfolio:0.2% ($601.4K/$315.6M)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
|---|---|---|---|---|---|---|
AMAZON COM INC(AMZNcusip023135106) | 7.4K | QoQ +4.13% (-295)YoY -0.80% (-60) | All Managers (Combined) | $1.4M | 0.4% ($1.4M/$315.6M) | |
Apple Inc.(AAPLcusip037833100) | 6.2K | QoQ +0.52% (-32)YoY -5.56% (-364) | All Managers (Combined) | $1.4M | 0.4% ($1.4M/$315.6M) | |
| 2.2K | QoQ NEW(+2.2K) YoY NEW(+2.2K) | All Managers (Combined) | $1.1M | 0.4% ($1.1M/$315.6M) | QoQ NEW(+$1.1M) YoY NEW(+$1.1M) | |
| 8.4K | All Managers (Combined) | $987.9K | 0.3% ($987.9K/$315.6M) | |||
| 4.9K | QoQ NEW(+4.9K) YoY NEW(+4.9K) | All Managers (Combined) | $984.3K | 0.3% ($984.3K/$315.6M) | QoQ NEW(+$984.3K) YoY NEW(+$984.3K) | |
| 3.9K | QoQ -2.12% (-85)YoY NEW(+3.9K) | All Managers (Combined) | $974.5K | 0.3% ($974.5K/$315.6M) | YoY NEW(+$974.5K) | |
| 2.1K | QoQ +5.97% (-117)YoY NEW(+2.1K) | All Managers (Combined) | $973.0K | 0.3% ($973.0K/$315.6M) | YoY NEW(+$973.0K) | |
| 5.7K | All Managers (Combined) | $945.3K | 0.3% ($945.3K/$315.6M) | |||
| 5.3K | All Managers (Combined) | $916.2K | 0.3% ($916.2K/$315.6M) | |||
| 4.0K | QoQ -0.12% (-5) | All Managers (Combined) | $907.4K | 0.3% ($907.4K/$315.6M) | ||
| 4.3K | QoQ -3.81% (-170)YoY NEW(+4.3K) | All Managers (Combined) | $879.5K | 0.3% ($879.5K/$315.6M) | YoY NEW(+$879.5K) | |
| 9.0K | YoY NEW(+9.0K) | All Managers (Combined) | $869.6K | 0.3% ($869.6K/$315.6M) | YoY NEW(+$869.6K) | |
(cusip74347G606)✕ | 11.1K | QoQ -7.76% (-937)YoY -5.99% (-709) | All Managers (Combined) | $810.5K | 0.3% ($810.5K/$315.6M) | |
MOODYS CORP /DE/(MCOcusip615369105) | 1.6K | YoY NEW(+1.6K) | All Managers (Combined) | $733.5K | 0.2% ($733.5K/$315.6M) | YoY NEW(+$733.5K) |
| 3.0K | QoQ -1.87% (-57)YoY +3.35% (+97) | All Managers (Combined) | $733.2K | 0.2% ($733.2K/$315.6M) | ||
Genpact LTD(GcusipG3922B107) | 14.3K | QoQ NEW(+14.3K) YoY NEW(+14.3K) | All Managers (Combined) | $721.3K | 0.2% ($721.3K/$315.6M) | QoQ NEW(+$721.3K) YoY NEW(+$721.3K) |
| 4.2K | All Managers (Combined) | $617.6K | 0.2% ($617.6K/$315.6M) | |||
(cusip464288786)✕ | 4.4K | QoQ NEW(+4.4K) YoY NEW(+4.4K) | All Managers (Combined) | $601.4K | 0.2% ($601.4K/$315.6M) | QoQ NEW(+$601.4K) YoY NEW(+$601.4K) |
Accenture plc(ACNcusipG1151C101) | 1.8K | All Managers (Combined) | $566.0K | 0.2% ($566.0K/$315.6M) | ||
| 6.2K | QoQ NEW(+6.2K) YoY NEW(+6.2K) | All Managers (Combined) | $557.9K | 0.2% ($557.9K/$315.6M) | QoQ NEW(+$557.9K) YoY NEW(+$557.9K) |