13F-HR filed by AMJ Financial Wealth Management
AMJ Financial Wealth Management filed this 13F-HR for the quarter ended 2020-03-31, filed 2020-05-05, with 29 holding rows worth $57,601,000.
- Accession
- 0001801585-20-000004
- Filer
- CIK 1801585
- Filed
- 2020-05-05
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2020
A holdings report, 29 entries on the cover page, a total value of $57,601,000 stated on the cover page (in dollars after the unit check, H1), rows summing to $57,604,000 with VALUE read as thousands by filing date, 13F file number 028-19816. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| SPDR SER TR | 78468R101 | PORTFOLIO SH TSR | 310,784 | $9,547,000 | thousands by filing date | |
| ISHARESAGENCYBONDETF | 464288166 | STOK | 67,231 | $8,105,000 | thousands by filing date | |
| ISHARES TR | 464287432 | 20 YR TR BD ETF | 25,832 | $4,262,000 | thousands by filing date | |
| Microsoft Corp | 594918104 | COM | 25,595 | $4,037,000 | thousands by filing date | |
| NextEra Energy,Inc. | 65339F101 | COM | 13,404 | $3,225,000 | thousands by filing date | |
| FIRST TR EXCHNG TRADED FD VI | 33740F839 | FT VEST US EQT | 107,892 | $3,044,000 | thousands by filing date | |
| iShares Gold Trust | 464285105 | ISHARES | 199,230 | $3,002,000 | thousands by filing date | |
| Walmart Inc. | 931142103 | COM | 26,117 | $2,967,000 | thousands by filing date | |
| Southern Company | 842587107 | COM | 49,751 | $2,694,000 | thousands by filing date | |
| American Tower Corporation | 03027X100 | COM | 11,954 | $2,603,000 | thousands by filing date | |
| AMERICAN WTR WKS CO INC NEW COM | 030420103 | Stock | 14,593 | $1,745,000 | thousands by filing date | |
| Procter & Gamble Co | 742718109 | COM | 12,770 | $1,405,000 | thousands by filing date | |
| DOLLAR GEN CORP COM | 256677105 | Stock | 9,105 | $1,375,000 | thousands by filing date | |
| INVESCO EXCH TRADED FD TR II | 46138E784 | EMRNG MKT SVRG | 57,110 | $1,366,000 | thousands by filing date | |
| Anglogold Ashanti Plc | 035128206 | Common | 73,372 | $1,220,000 | thousands by filing date | |
| Thermo Fisher Scientific Inc. | 883556102 | COM | 4,300 | $1,219,000 | thousands by filing date | |
| CACI INTL INC CL A | 127190304 | Stock | 5,255 | $1,110,000 | thousands by filing date | |
| Amgen Inc. | 031162100 | COM | 5,017 | $1,017,000 | thousands by filing date | |
| Proshares Short S&P | 74347B425 | COM | 30,832 | $853,000 | thousands by filing date | |
| Accenture Plc Class A | G1151C101 | COM | 2,939 | $480,000 | thousands by filing date | |
| Apple Inc | 037833100 | COM | 1,652 | $420,000 | thousands by filing date | |
| SPDR SER TR STATE STR SPDR PORT S&P 500 ETF | 78464A854 | SHS | 12,121 | $367,000 | thousands by filing date | |
| Technology Select Sector SPDR Fund | 81369Y803 | SHS | 4,342 | $349,000 | thousands by filing date | |
| INVESCO QQQ TR | 46090E103 | COM | 1,754 | $334,000 | thousands by filing date | |
| Amazon.com, Inc | 023135106 | COM | 157 | $306,000 | thousands by filing date | |
| HENRY JACK & ASSOC INC | 426281101 | COM | 1,932 | $300,000 | thousands by filing date | |
| HEALTHCARE | 42225P501 | CL A NEW | 8,758 | $213,000 | thousands by filing date | |
| PROSPECT CAPITAL CORPORATION | 74348TAQ5 | NOTE 4.750% 4/1 | 35,000 | $35,000 | thousands by filing date | |
| WIDEPOINT CORP COMMON | 967590100 | COM | 10,227 | $4,000 | thousands by filing date |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001801585-20-000004 | this filing | 2020-05-05 | acceptance time not in the bulk data set |