AMJ Financial Wealth Management
Top Portfolio Positions
58 positions ·
$304,780,601 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| PWR |
Quanta Services, Inc.
Industrials
|
29,913 | $16,422,835 | 5.39% | |
| GLW |
Corning Inc /Ny
Technology
|
115,562 | $15,712,965 | 5.16% | |
| AMAT |
Applied Materials Inc /De
Technology
|
44,267 | $15,130,017 | 4.96% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
15,744 | $13,319,266 | 4.37% | |
| NEM |
NEWMONT Corp /DE/
Basic Materials
|
111,606 | $12,081,349 | 3.96% | |
| AAPL |
Apple Inc.
Technology
|
46,367 | $11,767,480 | 3.86% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
92,639 | $11,513,174 | 3.78% | |
| AVGO |
Broadcom Inc.
Technology
|
35,587 | $11,014,532 | 3.61% | |
| NET |
Cloudflare, Inc.
Technology
|
52,988 | $10,933,543 | 3.59% | |
| HAL |
Halliburton Co
Energy
|
264,053 | $10,295,426 | 3.38% |
Portfolio Trend
Holdings in REZI
Shares Held
Position Value (USD)
3 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,330,333 | 187,788 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $5,153,438 | 146,738 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $1,277,221 | 29,579 | Shares | Sole | 2025-11-10 | |
| No 13F history on record for this holder in this stock. | ||||||