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 |
|---|---|---|---|---|---|---|---|---|---|
| AMETEK INC COM | Stock | 151 | $537,806 | 3,226 | 0.00 | 0.00 | -425 | -11.64 | 06-30-2024 |
| SPDR S&P 500 ETF TRUST | ETF | 152 | $520,819 | 957 | 0.00 | 0.00 | 13 | 1.38 | 06-30-2024 |
| SPDR S&P HOMEBUILDERETF | ETF | 153 | $491,249 | 4,860 | 0.00 | 4,860 | +Inf | 06-30-2024 | |
| EXXON MOBIL CORP COM | Stock | 154 | $464,049 | 4,031 | 0.00 | 0.00 | 505 | 14.32 | 06-30-2024 |
