Amj Financial Wealth Management
AMJ Financial Wealth Management is a registered investment advisory firm headquartered in Leesburg, Virginia, United States. Founded in 2011, the firm offers wealth management and financial planning services. With a staff of about 17-18 professionals, AMJ primarily serves individuals, including high net worth clients, along with some institutional relationships such as charitable organizations and pension plans. The firm is regulated by the SEC and manages portfolios in accordance with client objectives.
Investment Strategy
AMJ Financial Wealth Management provides personalized wealth management and financial planning services with an emphasis on portfolio diversification, risk management, and long-term value creation. The firm constructs client portfolios based on thorough analysis of equities and is a direct filer of 13F holdings, reflecting equity management for individuals and select entities. AMJ designs tailored investment approaches for individuals, with discretionary management focused on maximizing growth and capital preservation aligned to each client’s needs.
Top Holdings
Equity Positions (81)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
P PULS | PGIM ULTRA SHORT BOND ETF | 5.55% | $22.3M | 447,950 | $49.75 | $49.76 | +$13.2M |
M META | META PLATFORMS INC CL A | 3.36% | $13.5M | 18,275 | $298.43 | $738.09 | +$2.2M |
G GS | GOLDMAN SACHS GROUP INC | 3.27% | $13.2M | 18,586 | $463.66 | $707.75 | +$3.0M |
E EAT | BRINKER INTL INC COM | 3.26% | $13.1M | 72,622 | $50.96 | $180.33 | +$191.2K |
N NDAQ | NASDAQ STK MKT INC | 3.07% | $12.3M | 137,805 | $74.32 | $89.42 | +$1.7M |
Options Positions (3)
| Ticker | Security | Action | Type | Notional Value | Contracts | Underlying Price | Premium Paid | Change (Contracts) | Change (Value) |
|---|---|---|---|---|---|---|---|---|---|
M MSFT | MICROSOFT | — | Put | $5.6M | 113 | $497.41 | $368.53 | 0 | +$1.4M |
J JNJ | JOHNSON & JOHNSON COM | — | Put | $870.7K | 57 | $152.75 | $177.51 | 0 | -$74.6K |
E EAT | BRINKER INTL INC COM | — | Put | $180.3K | 10 | $180.33 | $149.05 | 0 | +$31.3K |