Amj Wealth Management 13F annual report
Amj Wealth Management is an investment fund managing more than $321 billion ran by Angela Bender. There are currently 72 companies in Mrs. Bender’s portfolio. The largest investments include Spdr Bloomberg Short Term High Yield Bond Etf and Tjx Cos Inc New Com, together worth $23.6 billion.
$321 billion Assets Under Management (AUM)
As of 31st July 2024, Amj Wealth Management’s top holding is 498,687 shares of Spdr Bloomberg Short Term High Yield Bond Etf currently worth over $12.5 billion and making up 3.9% of the portfolio value.
In addition, the fund holds 101,639 shares of Tjx Cos Inc New Com worth $11.2 billion.
The third-largest holding is Invesco BulletShares 2025 Corporate Bond ETF worth $11.2 billion and the next is Brinker Intl Inc Com worth $10.6 billion, with 147,005 shares owned.
Currently, Amj Wealth Management's portfolio is worth at least $321 billion. The total portfolio value may be much higher due to cash
assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
Careers at Amj Wealth Management
The Amj Wealth Management office and employees reside in Leesburg, Virginia. According to the last 13-F report filed with the SEC, Angela Bender serves as the Managing Partner at Amj Wealth Management.
Recent trades
In the most recent 13F filing, Amj Wealth Management revealed that it had opened a new position in
Spdr Bloomberg Short Term High Yield Bond Etf and bought 498,687 shares worth $12.5 billion.
The investment fund also strengthened its position in Invesco BulletShares 2025 Corporate Bond ETF by buying
50,966 additional shares.
This makes their stake in Invesco BulletShares 2025 Corporate Bond ETF total 546,268 shares worth $11.2 billion.
Invesco BulletShares 2025 Corporate Bond ETF soared 1.6% in the past year.
On the other hand, there are companies that Amj Wealth Management is getting rid of from its portfolio.
Amj Wealth Management closed its position in Vanguard Extended Duration Etf on 7th August 2024.
It sold the previously owned 153,705 shares for $11.8 billion.
Angela Bender also disclosed a decreased stake in Tjx Cos Inc New Com by approximately 0.1%.
This leaves the value of the investment at $11.2 billion and 101,639 shares.
One of the smaller hedge funds
The two most similar investment funds to Amj Wealth Management are Watts Gwilliam & Co and Banco Btg Pactual S.A.. They manage $321 billion and $321 billion respectively.
Angela Bender investment strategy
Amj Wealth Management’s portfolio is diversified across 10 sectors.
Currently, their heaviest sector is Technology — making up 15.3% of
the total portfolio value.
The fund focuses on investments in the United States as
26.4% of the portfolio companies
are based in the United States.
The majority of the companies in the fund’s portfolio are large-cap stocks.
Stocks with a size of more than $10 billion in market cap make up
19% of the total holdings value.
On the other hand, small-cap stocks make up only 8.3% of the portfolio.
The average market cap of the portfolio companies is close to $226 billion.
The complete list of Amj Wealth Management trades based on 13F SEC filings
These positions were updated on August 7th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.
| Security | Shares Owned | Value | Allocation |
|---|---|---|---|
| Spdr Bloomberg Short Term High Yield Bond Etf |
Opened
498,687
|
$12,452,214,000 | 3.88% |
| Vanguard Extended Duration Etf |
Closed
153,705
|
$11,773,803,000 | |
| Tjx Cos Inc New Com |
0.14%
101,639
|
$11,190,399,000 | 3.48% |
| Invesco BulletShares 2025 Corporate Bond ETF |
10.29%
546,268
|
$11,171,181,000 | 3.48% |
| Brinker Intl Inc Com |
6.95%
147,005
|
$10,641,692,000 | 3.31% |
| Meta Platforms Inc |
5.04%
21,047
|
$10,612,463,000 | 3.30% |
| Novo-nordisk A/s Adr Adr Cmn |
0.77%
73,155
|
$10,442,145,000 | 3.25% |
| Microsoft Corporation |
0.45%
23,190
|
$10,364,771,000 | 3.23% |
| Avago Technologies Ltd |
0.52%
6,326
|
$10,156,583,000 | 3.16% |
| Eaton Corp Plc Shs |
1.09%
32,067
|
$10,054,608,000 | 3.13% |
| Trane Technologies Plc Shs |
4.18%
29,631
|
$9,746,525,000 | 3.03% |
| Super Micro Computer Inc |
0.85%
11,778
|
$9,650,304,000 | 3.00% |
| Goldman Sachs Group, Inc. |
Opened
20,224
|
$9,147,720,000 | 2.85% |
| Sap Aktiengesellschaft Adr |
23.65%
44,092
|
$8,893,797,000 | 2.77% |
| ServiceNow Inc |
2.14%
11,257
|
$8,855,544,000 | 2.76% |
| Google Inc |
1.77%
48,579
|
$8,848,665,000 | 2.75% |
| Visa Inc |
1.74%
32,061
|
$8,415,051,000 | 2.62% |
| HCA Healthcare Inc |
27.76%
25,573
|
$8,216,093,000 | 2.56% |
| Phillips 66 Com |
0.31%
57,176
|
$8,071,536,000 | 2.51% |
| Textron Inc. |
1.52%
93,276
|
$8,008,634,000 | 2.49% |
| Cadence Design System Inc Com |
0.40%
25,970
|
$7,992,268,000 | 2.49% |
| Costco Wholesale Corp |
1.11%
9,196
|
$7,816,508,000 | 2.43% |
| Oreilly Automotive Inc Com |
3.91%
7,331
|
$7,741,712,000 | 2.41% |
| Nvidia Corporation Com |
898.65%
59,300
|
$7,325,922,000 | 2.28% |
| Fiserv, Inc. |
34.34%
48,947
|
$7,295,061,000 | 2.27% |
| Invesco BulletShares 2028 Corporate Bond ETF |
Opened
360,738
|
$7,196,723,000 | 2.24% |
| Quanta Svcs Inc Com |
3.49%
27,620
|
$7,017,966,000 | 2.18% |
| The Trade Desk Inc Com Cl A |
6.12%
70,480
|
$6,883,782,000 | 2.14% |
| Invesco BulletShares 2024 Corporate Bond ETF |
11.55%
292,021
|
$6,149,962,000 | 1.91% |
| Tradeweb Mkts Inc Cl A |
Closed
56,677
|
$5,904,043,000 | |
| Edison Intl Com |
6.34%
79,849
|
$5,733,957,000 | 1.78% |
| Spdr Gold Minishares Trust |
1.29%
119,568
|
$5,510,866,000 | 1.72% |
| Ubs Group Ag Shs |
91.80%
185,183
|
$5,470,306,000 | 1.70% |
| Invesco BulletShares 2029 Corporate Bond ETF |
Opened
280,495
|
$5,093,789,000 | 1.59% |
| Veeva Sys Inc Cl A Com |
Closed
21,240
|
$4,921,096,000 | |
| Netapp Inc |
517.51%
31,530
|
$4,061,064,000 | 1.26% |
| Crowdstrike Holdings Inc |
Opened
9,937
|
$3,807,759,000 | 1.19% |
| Pgim Ultra Short Bond Etf |
Closed
75,537
|
$3,754,189,000 | |
| Walmart Inc |
2.07%
55,161
|
$3,734,951,000 | 1.16% |
| Arch Cap Group Ltd Ord |
1.45%
35,008
|
$3,531,957,000 | 1.10% |
| Mgm Resorts International Com |
57.50%
77,545
|
$3,446,100,000 | 1.07% |
| Skechers U S A, Inc. |
12.40%
46,363
|
$3,204,611,000 | 1.00% |
| Fidelity National Financial In Fnf Group Com |
Closed
57,074
|
$3,030,629,000 | |
| Doubleverify Hldgs Inc Com |
Closed
82,487
|
$2,900,243,000 | |
| Adobe Inc |
Closed
5,523
|
$2,786,906,000 | |
| Targa Res Corp Com |
0.32%
21,221
|
$2,732,840,000 | 0.85% |
| Oneok Inc New Com |
4.23%
31,501
|
$2,568,866,000 | 0.80% |
| Spdr Portfolio S&p 500 Growth Etf |
34.43%
27,782
|
$2,226,172,000 | 0.69% |
| Caci International Inc. |
No change
3,918
|
$1,685,249,000 | 0.52% |
| First Trust NASDAQ-100-Technology Sector Index Fund |
4.06%
8,028
|
$1,585,209,000 | 0.49% |
| Amazon.com Inc. |
0.16%
7,479
|
$1,445,317,000 | 0.45% |
| Apple Inc |
1.10%
6,618
|
$1,393,927,000 | 0.43% |
| Johnson & Johnson Com |
1.25%
6,855
|
$1,001,916,000 | 0.31% |
| General Dynamics Corp Com |
95.44%
3,301
|
$957,752,000 | 0.30% |
| Proshares S&p Technology Dividend Aristocrats Etf |
5.58%
11,175
|
$833,618,000 | 0.26% |
| Accenture Ltd Bermuda Cl A |
26.70%
2,569
|
$779,460,000 | 0.24% |
| Cboe Global Mkts Inc Com |
5.88%
4,382
|
$745,203,000 | 0.23% |
| Jpmorgan Chase & Co. Com |
20.23%
3,477
|
$703,258,000 | 0.22% |
| Guggenheim Etf Trust S&p 500 Equal Weight |
47.92%
3,963
|
$651,042,000 | 0.20% |
| Builders Firstsource Inc |
6.47%
4,626
|
$640,285,000 | 0.20% |
| Ametek Inc |
1.41%
3,226
|
$537,806,000 | 0.17% |
| Spdr S&p 500 Etf Trust |
1.16%
957
|
$520,819,000 | 0.16% |
| Spdr S&p Homebuilderetf |
0.21%
4,860
|
$491,249,000 | 0.15% |
| Exxon Mobil Corp Com |
16.57%
4,031
|
$464,049,000 | 0.14% |
| Brinks Co Com |
3.01%
4,381
|
$448,614,000 | 0.14% |
| Old Rep Intl Corp Com |
Opened
14,376
|
$444,218,000 | 0.14% |
| Lamb Weston Hldgs Inc Com |
4.81%
5,169
|
$434,567,000 | 0.14% |
| Invesco S&p 500 Equal Weight Industrials Etf |
2.53%
9,335
|
$423,902,000 | 0.13% |
| Communication Services Select Sector Spdr Fund |
3.95%
4,571
|
$391,552,000 | 0.12% |
| Ishares Russell Midcap Growth Etf |
48.49%
3,505
|
$386,777,000 | 0.12% |
| Ishares U.s. Consumer Discretionary Etf |
4.25%
4,572
|
$371,612,000 | 0.12% |
| Ishares Msci Eurozone Etf |
Opened
7,177
|
$350,417,000 | 0.11% |
| Texas Roadhouse Inc |
Opened
1,983
|
$340,501,000 | 0.11% |
| Carrier Global Corporation Com |
Opened
5,127
|
$323,411,000 | 0.10% |
| Spdr S&p Capital Markets Etf |
3.15%
2,799
|
$308,702,000 | 0.10% |
| iShares MSCI Europe Financials ETF |
3.32%
13,733
|
$307,070,000 | 0.10% |
| Spdr Portfolio Aggregate Bond Etf |
1.40%
11,933
|
$299,399,000 | 0.09% |
| Eli Lilly & Co Com |
2.41%
324
|
$293,654,000 | 0.09% |
| Spdr Portfolio Short Term Treasury Etf |
Closed
9,281
|
$268,392,000 | |
| Motorola Solutions Inc Com New |
No change
622
|
$240,123,000 | 0.07% |
| Molina Healthcare Inc |
Closed
528
|
$216,918,000 | |
| Stryker Corporation Com |
Closed
595
|
$212,933,000 | |
| Pool Corp Com |
Closed
521
|
$210,224,000 | |
| Advanced Micro Devices Inc. |
Closed
1,146
|
$206,842,000 | |
| No transactions found | |||
| Showing first 500 out of 84 holdings | |||
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