MondegarAI
AMJ Financial Wealth Management

Q4 2024 · 13F-HR

AMJ Financial Wealth Managementholdings as filed

Filed 2025-02-06 · accession 0001801585-25-000002

$361.6M
Reported value
84
Positions
2024-12-31
Period end
View analyzed profile →PRO

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
109641100EATBRINKER INTL INC COM$13.4M3.70%101,066CommonSOLE
11135F101AVGOAVAGO TECHNOLOGIES LTD$12.9M3.58%55,856CommonSOLE
78468R408SJNKSPDR BLOOMBERG SHORT TERM HIGH YIELD BOND ETF$12.4M3.43%491,391CommonSOLE
46138J825BSCPINVESCO BULLETSHARES 2025 CORPORATE BOND ETF$12.3M3.41%596,541CommonSOLE
30303M102METAMETA PLATFORMS INC CL A$11.6M3.22%19,870CommonSOLE
872540109TJXTJX COS INC NEW COM$11.3M3.14%93,942CommonSOLE
G29183103ETNEATON CORP PLC SHS$10.9M3.03%32,976CommonSOLE
38141G104GSGOLDMAN SACHS GROUP INC$10.8M3.00%18,942CommonSOLE
81762P102NOWSERVICENOW INC COM$10.7M2.97%10,123CommonSOLE
803054204SAPSAP AKTIENGESELLSCHAFT ADR$10.3M2.86%41,988CommonSOLE
631103108NDAQNASDAQ STK MKT INC$10.3M2.84%132,806CommonSOLE
67103H107ORLYOREILLY AUTOMOTIVE INC COM$10.0M2.77%8,454CommonSOLE
316773100FITBFIFTH THIRD BANCORP$9.8M2.72%232,803CommonSOLE
G8994E103TTTRANE TECHNOLOGIES PLC SHS$9.8M2.71%26,515CommonSOLE
594918104MSFTMICROSOFT$9.7M2.67%22,912CommonSOLE
22160K105COSTCOSTCO WHOLESALE CORP$9.7M2.67%10,536CommonSOLE
337738108FISVFISERV INC COM$9.5M2.62%46,093CommonSOLE
744573106PEGPUBLIC SVC ENTERPRISE GRP INC COM$8.9M2.47%105,666CommonSOLE
74762E102QUREQUANTA SVCS INC COM$8.3M2.31%26,390CommonSOLE
697435105PANWPALO ALTO NETWORKS INC COM$8.2M2.27%45,023CommonSOLE
64110D104NTAPNETAPP INC COM$8.0M2.21%68,897CommonSOLE
464287242LQDISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF$7.7M2.14%72,508CommonSOLE
88339J105TTDTHE TRADE DESK INC COM CL A$7.6M2.11%64,877CommonSOLE
46138J643BSCSINVESCO BULLETSHARES 2028 CORPORATE BOND ETF$7.6M2.10%376,592CommonSOLE
67066G104NVDANVIDIA CORPORATION COM$7.4M2.05%55,180CommonSOLE
92826C839VVISA INC$7.2M1.98%22,663CommonSOLE
46138J460BSCUINVESCO BULLETSHARES 2030 CORPORATE BOND ETF$6.8M1.89%418,037CommonSOLE
281020107EIXEDISON INTL COM$6.7M1.85%83,552CommonSOLE
02079K305GOOGLGOOGLE INC$6.1M1.70%32,411CommonSOLE
98149E303GLDMSPDR GOLD MINISHARES TRUST$6.0M1.67%116,319CommonSOLE
693475105PNCPNC FINL SVCS GROUP INC COM$6.0M1.65%30,926CommonSOLE
883203101TXTTEXTRON INC COM$5.4M1.48%70,127CommonSOLE
46138J577BSCTINVESCO BULLETSHARES 2029 CORPORATE BOND ETF$5.3M1.47%290,699CommonSOLE
931142103WMTWALMART INC COM$4.7M1.29%51,715CommonSOLE
82509L107SHOPSHOPIFY INC CL A$4.1M1.13%38,455CommonSOLE
78464A359CWBSPDR BLOOMBERG CONVERTIBLE SECURITIES ETF$4.0M1.11%51,338CommonSOLE
87612G101TRGPTARGA RES CORP COM$3.9M1.08%21,945CommonSOLE
16115Q308GTLSCHART INDS INC COM$3.7M1.03%19,463CommonSOLE
40412C101HCAHCA HEALTHCARE INC COM$3.4M0.94%11,350CommonSOLE
G0450A105ACGLARCH CAP GROUP LTD ORD$3.0M0.84%32,978CommonSOLE
682680103OKEONEOK INC NEW COM$2.5M0.70%25,283CommonSOLE
24703L202DELLDELL TECHNOLOGIES INC CL C$2.3M0.64%19,934CommonSOLE
G7997R103STXSEAGATE TECHNOLOGY$1.8M0.51%21,208CommonSOLE
127190304CACICACI INTL INC CL A$1.6M0.45%3,988CommonSOLE
78464A409SPYGSPDR PORTFOLIO S&P 500 GROWTH ETF$1.6M0.44%17,906CommonSOLE
023135106AMZNAMAZON.COM INC$1.6M0.43%7,136CommonSOLE
037833100AAPLAPPLE INC$1.5M0.43%6,150CommonSOLE
48251W104KKRKKR & CO LP$1.2M0.33%7,986CommonSOLE
670100205NVONOVO-NORDISK A/S ADR ADR CMN$1.1M0.30%12,498CommonSOLE
V7780T103RCLROYAL CARIBBEAN GROUP COM$1.0M0.28%4,451CommonSOLE
46090E103QQQPOWERSHARES QQQ TR$1.0M0.28%1,958CommonSOLE
478160104JNJJOHNSON & JOHNSON COM$984,3410.27%6,806CommonSOLE
46137V357RSPGUGGENHEIM ETF TRUST S&P 500 EQUAL WEIGHT$913,2990.25%5,212CommonSOLE
74347G606TDVPROSHARES S&P TECHNOLOGY DIVIDEND ARISTOCRATS ETF$910,1990.25%12,063CommonSOLE
459200101IBMINTL BUSINESS MACHINES$880,1990.24%4,004CommonSOLE
478160104JNJJOHNSON & JOHNSON COM$824,3340.23%5,700PUTSOLE
464287481IWPISHARES RUSSELL MIDCAP GROWTH ETF$806,2570.22%6,361CommonSOLE
464288778IATISHARES U.S. REGIONAL BANKS ETF$796,5940.22%15,818CommonSOLE
46137V845PRNINVESCO DORSEY WRIGHT INDUSTRIALS MOMENTUM ETF$796,1690.22%5,178CommonSOLE
12503M108CBOECBOE GLOBAL MKTS INC COM$784,5310.22%4,015CommonSOLE
337345102QTECFIRST TRUST NASDAQ-100 TECHNOLOGY SECTOR INDEX FUND$735,9870.20%3,909CommonSOLE
46625H100JPMJPMORGAN CHASE & CO. COM$730,1570.20%3,046CommonSOLE
G1151C101ACNACCENTURE LTD BERMUDA CL A$661,8930.18%1,882CommonSOLE
882681109TXRHTEXAS ROADHOUSE INC$631,6850.17%3,501CommonSOLE
12008R107BLDRBUILDERS FIRSTSOURCE INC COM$614,8850.17%4,302CommonSOLE
78462F103SPYSPDR S&P 500 ETF TRUST$547,9850.15%935CommonSOLE
594918104MSFTMICROSOFT$547,9500.15%1,300PUTSOLE
72703H101PLNTPLANET FITNESS INC CL A$495,3390.14%5,010CommonSOLE
031100100AMEAMETEK INC COM$494,2730.14%2,742CommonSOLE
14448C104CARRCARRIER GLOBAL CORPORATION COM$493,0420.14%7,223CommonSOLE
78464A771KCESPDR S&P CAPITAL MARKETS ETF$486,9070.13%3,536CommonSOLE
680223104ORIOLD REP INTL CORP COM$483,2450.13%13,353CommonSOLE
464287580IYCISHARES U.S. CONSUMER DISCRETIONARY ETF$446,2820.12%4,642CommonSOLE
81369Y852XLCCOMMUNICATION SERVICES SELECT SECTOR SPDR FUND$429,9330.12%4,441CommonSOLE
30231G102XOMEXXON MOBIL CORP COM$392,2000.11%3,646CommonSOLE
260003108DOVDOVER CORP COM$390,3960.11%2,081CommonSOLE
892672106TWTRADEWEB MKTS INC CL A$364,6120.10%2,785CommonSOLE
78464A649SPABSPDR PORTFOLIO AGGREGATE BOND ETF$318,3730.09%12,740CommonSOLE
615369105MCOMOODYS CORP COM$311,9510.09%659CommonSOLE
620076307MSIMOTOROLA SOLUTIONS INC COM NEW$287,5070.08%622CommonNONE
571903202MARMARRIOTT INTL INC$266,3880.07%955CommonSOLE
532457108LLYELI LILLY & CO COM$248,0770.07%321CommonSOLE
291011104EMREMERSON ELEC CO COM$242,0350.07%1,953CommonSOLE
74347B557SPXTPROSHARES S&P 500 EX-TECHNOLOGY ETF$219,1130.06%2,393CommonSOLE

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.