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 |
|---|---|---|---|---|---|---|---|---|---|
| EDISON INTL COM | Stock | 51 | $5,733,957 | 79,849 | 0.00 | 0.00 | 42,466 | 113.60 | 06-30-2024 |
| SPDR GOLD MINISHARES TRUST | ETF | 52 | $5,510,866 | 119,568 | 0.00 | 0.00 | 3,858 | 3.33 | 06-30-2024 |
| UBS GROUP AG SHS | Stock | 53 | $5,470,306 | 185,183 | 0.00 | 185,183 | +Inf | 06-30-2024 | |
| PEPSICO INC COM | Stock | Liquidated | $0 | 0 | 0.00 | 0.00 | -9,051 | -22.78 | 06-30-2024 |
