MondegarAI
AMJ Financial Wealth Management

Q3 2024 · 13F-HR

AMJ Financial Wealth Managementholdings as filed

Filed 2024-11-12 · accession 0001801585-24-000011

$348.9M
Reported value
84
Positions
2024-09-30
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
78464A664SPTLSPDR PORTFOLIO LONG TERM TREASURY ETF$17.3M4.97%596,287CommonSOLE
46138J825BSCPINVESCO BULLETSHARES 2025 CORPORATE BOND ETF$12.2M3.51%592,798CommonSOLE
30303M102METAMETA PLATFORMS INC CL A$11.8M3.38%20,619CommonSOLE
872540109TJXTJX COS INC NEW COM$11.3M3.25%96,537CommonSOLE
G29183103ETNEATON CORP PLC SHS$11.1M3.18%33,462CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC SHS$10.9M3.13%28,102CommonSOLE
109641100EATBRINKER INTL INC COM$10.4M2.98%135,759CommonSOLE
40412C101HCAHCA HEALTHCARE INC COM$10.4M2.98%25,563CommonSOLE
11135F101AVGOAVAGO TECHNOLOGIES LTD$10.1M2.91%58,827CommonSOLE
803054204SAPSAP AKTIENGESELLSCHAFT ADR$10.0M2.88%43,845CommonSOLE
594918104MSFTMICROSOFT$9.9M2.85%23,081CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$9.9M2.84%20,013CommonSOLE
81762P102NOWSERVICENOW INC COM$9.9M2.84%11,062CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC COM$9.7M2.79%8,466CommonSOLE
316773100FITBFIFTH THIRD BANCORP$9.6M2.74%223,402CommonSOLE
22160K105COSTCOSTCO WHOLESALE CORP$9.1M2.61%10,266CommonSOLE
337738108FISVFISERV INC COM$8.8M2.53%49,222CommonSOLE
670100205NVONOVO-NORDISK A/S ADR ADR CMN$8.8M2.53%74,014CommonSOLE
883203101TXTTEXTRON INC COM$8.2M2.35%92,674CommonSOLE
464287242LQDISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF$8.1M2.33%72,017CommonSOLE
74762E102QUREQUANTA SVCS INC COM$8.1M2.31%27,043CommonSOLE
46138J643BSCSINVESCO BULLETSHARES 2028 CORPORATE BOND ETF$7.6M2.19%371,818CommonSOLE
88339J105TTDTHE TRADE DESK INC COM CL A$7.4M2.12%67,532CommonSOLE
281020107EIXEDISON INTL COM$7.1M2.02%80,999CommonSOLE
46138J460BSCUINVESCO BULLETSHARES 2030 CORPORATE BOND ETF$7.0M2.00%412,039CommonSOLE
631103108NDAQNASDAQ STK MKT INC$6.9M1.98%94,821CommonSOLE
67066G104NVDANVIDIA CORPORATION COM$6.8M1.95%56,171CommonSOLE
92826C839VVISA INC$6.4M1.83%23,180CommonSOLE
98149E303GLDMSPDR GOLD MINISHARES TRUST$6.2M1.76%118,123CommonSOLE
697435105PANWPALO ALTO NETWORKS INC COM$5.9M1.69%17,224CommonSOLE
46138J577BSCTINVESCO BULLETSHARES 2029 CORPORATE BOND ETF$5.4M1.55%287,034CommonSOLE
02079K305GOOGLGOOGLE INC$5.3M1.52%31,912CommonSOLE
744573106PEGPUBLIC SVC ENTERPRISE GRP INC COM$4.8M1.39%54,266CommonSOLE
931142103WMTWALMART INC COM$4.2M1.20%51,857CommonSOLE
64110D104NTAPNETAPP INC COM$3.9M1.10%31,213CommonSOLE
G0450A105ACGLARCH CAP GROUP LTD ORD$3.8M1.10%34,249CommonSOLE
830566105SKAASKECHERS U S A INC CL A$3.2M0.92%48,177CommonSOLE
87612G101TRGPTARGA RES CORP COM$3.1M0.88%20,677CommonSOLE
682680103OKEONEOK INC NEW COM$2.8M0.81%31,003CommonSOLE
86800U302SMCISUPER MICRO COMPUTER INC COM NEW$2.7M0.79%6,592CommonSOLE
12514G108CDWCDW CORP COM$2.7M0.77%11,837CommonSOLE
127190304CACICACI INTL INC CL A$2.0M0.57%3,918CommonSOLE
78464A409SPYGSPDR PORTFOLIO S&P 500 GROWTH ETF$1.6M0.47%19,863CommonSOLE
037833100AAPLAPPLE INC$1.5M0.42%6,237CommonSOLE
023135106AMZNAMAZON.COM INC$1.3M0.38%7,119CommonSOLE
478160104JNJJOHNSON & JOHNSON COM$1.1M0.32%6,819CommonSOLE
48251W104KKRKKR & CO LP$1.1M0.31%8,329CommonSOLE
369550108GDGENERAL DYNAMICS CORP COM$1.0M0.30%3,450CommonSOLE
46137V357RSPGUGGENHEIM ETF TRUST S&P 500 EQUAL WEIGHT$930,3780.27%5,193CommonSOLE
478160104JNJJOHNSON & JOHNSON COM$923,7420.26%5,700PUTSOLE
12008R107BLDRBUILDERS FIRSTSOURCE INC COM$896,7960.26%4,626CommonSOLE
459200101IBMINTL BUSINESS MACHINES$889,4050.25%4,023CommonSOLE
V7780T103RCLROYAL CARIBBEAN GROUP COM$886,6230.25%4,999CommonSOLE
718546104PSXPHILLIPS 66 COM$876,2460.25%6,666CommonSOLE
337345102QTECFIRST TRUST NASDAQ-100 TECHNOLOGY SECTOR INDEX FUND$846,9290.24%4,427CommonSOLE
12503M108CBOECBOE GLOBAL MKTS INC COM$846,1130.24%4,130CommonSOLE
74347G606TDVPROSHARES S&P TECHNOLOGY DIVIDEND ARISTOCRATS ETF$835,2850.24%10,838CommonSOLE
46090E103QQQPOWERSHARES QQQ TR$829,7190.24%1,700CommonSOLE
46137V845PRNINVESCO DORSEY WRIGHT INDUSTRIALS MOMENTUM ETF$825,5340.24%5,396CommonSOLE
14448C104CARRCARRIER GLOBAL CORPORATION COM$725,6980.21%9,016CommonSOLE
G1151C101ACNACCENTURE LTD BERMUDA CL A$717,7410.21%2,031CommonSOLE
46625H100JPMJPMORGAN CHASE & CO. COM$693,7290.20%3,290CommonSOLE
464288778IATISHARES U.S. REGIONAL BANKS ETF$568,0080.16%11,948CommonSOLE
594918104MSFTMICROSOFT$559,3900.16%1,300PUTSOLE
78462F103SPYSPDR S&P 500 ETF TRUST$530,7280.15%925CommonSOLE
109696104BCOBRINKS CO COM$516,1010.15%4,463CommonSOLE
680223104ORIOLD REP INTL CORP COM$506,5060.15%14,300CommonSOLE
031100100AMEAMETEK INC COM$478,5560.14%2,787CommonSOLE
30231G102XOMEXXON MOBIL CORP COM$454,6960.13%3,879CommonSOLE
464287580IYCISHARES U.S. CONSUMER DISCRETIONARY ETF$417,7150.12%4,750CommonSOLE
464287481IWPISHARES RUSSELL MIDCAP GROWTH ETF$403,8290.12%3,443CommonSOLE
81369Y852XLCCOMMUNICATION SERVICES SELECT SECTOR SPDR FUND$394,7770.11%4,367CommonSOLE
464286608EZUISHARES MSCI EUROZONE ETF$362,7370.10%6,945CommonSOLE
464289180EUFNISHARES MSCI EUROPE FINANCIALS ETF$354,8010.10%14,347CommonSOLE
882681109TXRHTEXAS ROADHOUSE INC$350,1980.10%1,983CommonSOLE
78464A771KCESPDR S&P CAPITAL MARKETS ETF$346,9170.10%2,778CommonSOLE
31428X106FDXFEDEX CORP$323,7630.09%1,183CommonSOLE
78464A649SPABSPDR PORTFOLIO AGGREGATE BOND ETF$305,1580.09%11,674CommonSOLE
122017106BURLBURLINGTON STORES INC COM$290,8820.08%1,104CommonSOLE
532457108LLYELI LILLY & CO COM$287,3480.08%324CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC COM NEW$279,6700.08%622CommonNONE
651639106NEMNEWMONT CORP COM$265,9670.08%4,976CommonSOLE
191216100KOCOCA COLA CO COM$248,6360.07%3,460CommonSOLE
G5960L103MDTMEDTRONIC PLC SHS$214,8120.06%2,386CommonSOLE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.