Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| AMJ FINANCIAL WEALTH MANAGEMENT | 08-07-2024 | 06-30-2024 | 74 | 322,697,892 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SPDR PORTFOLIO S&P 500 GROWTH ETF | ETF | 101 | $2,226,172 | 27,782 | 0.00 | 0.00 | 13,621 | 96.19 | 06-30-2024 |
| ADOBE INC COM | Stock | Liquidated | $0 | 0 | 0.00 | 3,421 | +Inf | 06-30-2024 | |
| JOHNSON & JOHNSON COM | Stock | 103 | $1,835,028 | 12,555 | 0.00 | 0.00 | -52 | -0.41 | 06-30-2024 |
| DOUBLEVERIFY HLDGS INC COM | Stock | Liquidated | $0 | 0 | 0.00 | 46,688 | +Inf | 06-30-2024 |
