AMJ Financial Wealth Management - Portfolio overview

AMJ Financial Wealth Management has 108 reported holdings in this dataset, with the latest filing dated 2026-05-08.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Industrials.

Largest reported holdings by portfolio allocation

1. PULS - PGIM ULTRA SHORT BOND ETF, 6.48%
2. STIP - ISHARES 0-5 YEAR TIPS BOND ETF, 6.45%
3. PWR - QUANTA SVCS INC COM, 3.25%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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