AMJ FINANCIAL WEALTH MANAGEMENT
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | PWR | 30K | $12.31M |
 | REZI | 30K | $1.28M |
 | TTWO | 28K | $7.24M |
 | RMBS | 27K | $2.81M |
 | MSFT | 23K | $11.90M |
 | TRGP | 21K | $3.59M |
 | AMAT | 20K | $4.06M |
 | COF | 19K | $4.04M |
 | TT | 19K | $8.00M |
 | META | 18K | $13.53M |
 | GS | 18K | $14.44M |
 | GE | 13K | $3.84M |
 | V | 11K | $3.91M |
 | CSCO | 11K | $769.86K |
 | SYF | 11K | $778.71K |
 | GSAT | 11K | $393.49K |
 | COST | 10K | $9.27M |
 | SSNC | 9K | $792.80K |
 | AMZN | 8K | $1.73M |
 | NFLX | 7K | $8.89M |
Quanta Services, Inc.
PWR
Shares Held
30K
Value
$12.31M
Resideo Technologies, Inc.
REZI
Shares Held
30K
Value
$1.28M
Take-Two Interactive Software, Inc.
TTWO
Shares Held
28K
Value
$7.24M
Rambus Inc.
RMBS
Shares Held
27K
Value
$2.81M
Microsoft Corporation
MSFT
Shares Held
23K
Value
$11.90M
Targa Resources Corp.
TRGP
Shares Held
21K
Value
$3.59M
Applied Materials, Inc.
AMAT
Shares Held
20K
Value
$4.06M
Capital One Financial Corporation
COF
Shares Held
19K
Value
$4.04M
Trane Technologies plc
TT
Shares Held
19K
Value
$8.00M
Meta Platforms, Inc.
META
Shares Held
18K
Value
$13.53M
The Goldman Sachs Group, Inc.
GS
Shares Held
18K
Value
$14.44M
GE Aerospace
GE
Shares Held
13K
Value
$3.84M
Visa Inc.
V
Shares Held
11K
Value
$3.91M
Cisco Systems, Inc.
CSCO
Shares Held
11K
Value
$769.86K
Synchrony Financial
SYF
Shares Held
11K
Value
$778.71K
Globalstar, Inc.
GSAT
Shares Held
11K
Value
$393.49K
Costco Wholesale Corporation
COST
Shares Held
10K
Value
$9.27M
SS&C Technologies Holdings, Inc.
SSNC
Shares Held
9K
Value
$792.80K
Amazon.com, Inc.
AMZN
Shares Held
8K
Value
$1.73M
Netflix, Inc.
NFLX
Shares Held
7K
Value
$8.89M