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| Happy Holidays!! thanks for using AUM13F!! |
| AMJ Financial Wealth Management LLC
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| CRD # | 162878 |
| SEC # | 801-113970 |
| CIK # | 0001801585 |
| AUM | $427.4 M (2025-03-21) |
| Employees | 18 (39% Investors, 22% Brokers) |
| Phone | 703-466-0477 |
| Address | 44160 Scholar Plaza Leesburg, VA 20176 |
| Source | [IAPD] [EDGAR] [Website] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| CIK | Period |
|---|---|
| 0001801585 |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Microsoft Corp | 17.1 | ||
| Facebook Inc | 13.5 | ||
| Brinker International Inc | 13.3 | ||
| Goldman Sachs Group Inc | 13.2 | ||
| Nasdaq OMX Group Inc | 12.3 | ||
| SAP SE | 11.7 | ||
| Heico Corp | 11.6 | ||
| TJX Companies Inc /DE/ | 11.2 | ||
| O Reilly Automotive Inc | 11.1 | ||
| Progressive Corp/Oh/ | 10.9 | ||
| Quanta Services Inc | 10.8 | ||
| Hartford Financial Services Group Inc/DE | 10.7 | ||
| Broadcom Inc | 10.6 | ||
| Costco Wholesale Corp /NEW | 10.1 | ||
| Cloudflare Inc | 10.1 | ||
| Veeva Systems Inc | 10.0 | ||
| Duke Energy Corp | 9.6 | ||
| Applied Materials Inc /DE | 9.2 | ||
| Ingersoll-Rand PLC | 8.4 | ||
| Nvidia Corp | 8.2 | ||
| VISA Inc | 8.0 | ||
| Huntington Ingalls Industries Inc | 7.8 | ||
| World Currency Gold Trust | 7.2 | ||
| Newmont Mining Corp /DE/ | 6.9 | ||
| Take Two Interactive Software Inc | 6.5 | ||
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| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 302 | 82.0 |
| (b) Individuals (high net worth individuals) | 132 | 340.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 3.7 |
| (h) Charitable organizations | 0 | 0.6 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 1.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,744 | 427.4 |
| By Discretionary | ||
| Discretionary | 1,744 | 427.4 |
| Non-Discretionary | 0 | 0.0 |
| Total | 1,744 | 427.4 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.1 | |
| United States Persons | 427.3 | |
| Total | 1,744 | 427.4 |
| EDGAR Form | CIK | 2011 - 2025 |
|---|---|---|
| 13F-HR | [0001801585] |
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|---|---|---|
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Penobscot Wealth Management
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ME | 0.4 |
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QBOX Fiduciary Solutions LLC
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IN | 0.4 |
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Elevated Capital Advisors LLC
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UT | 0.4 |
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Lighthouse Financial Services Inc
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Hobart Private Capital LLC
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NC | 0.4 |
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Consultiva Wealth Management Corp
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Elite Retirement Planning LLC
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IA | 0.4 |
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Wealthcrest Financial Services LLC
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VA | 0.4 |
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True Wealth Design LLC
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OH | 0.4 |
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Titan Retirement Advisors LLC
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TX | 0.4 |