0001801585-21-000002.txt : 20210209 0001801585-21-000002.hdr.sgml : 20210209 20210209145548 ACCESSION NUMBER: 0001801585-21-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20201231 FILED AS OF DATE: 20210209 DATE AS OF CHANGE: 20210209 EFFECTIVENESS DATE: 20210209 FILER: COMPANY DATA: COMPANY CONFORMED NAME: AMJ Financial Wealth Management CENTRAL INDEX KEY: 0001801585 IRS NUMBER: 454695438 STATE OF INCORPORATION: VA FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-19816 FILM NUMBER: 21605819 BUSINESS ADDRESS: STREET 1: 44160 SCHOLAR PLAZA STREET 2: SUITE 350 CITY: LEESBURG STATE: VA ZIP: 20176 BUSINESS PHONE: 7034660477 MAIL ADDRESS: STREET 1: 44160 SCHOLAR PLAZA STREET 2: SUITE 350 CITY: LEESBURG STATE: VA ZIP: 20176 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001801585 XXXXXXXX 12-31-2020 12-31-2020 AMJ Financial Wealth Management
44160 SCHOLAR PLAZA SUITE 350 LEESBURG VA 20176
13F HOLDINGS REPORT 028-19816 N
Angela Bender Managing Partner 7034660477 Angela Bender Leesburg VA 02-09-2021 0 74 195750 false
INFORMATION TABLE 2 FORM13F.xml AMAZON.COM INC Stock 023135106 1637 503 SH SOLE 0 416 0 86 POWERSHARES QQQ TR ETF 46090E103 2893 9220 SH SOLE 0 8228 0 992 TECHNOLOGY SELECT SECTOR SPDR ETF 81369Y803 1251 9621 SH SOLE 0 9085 0 536 ISHARES GOLD TRUST ETF ETF 464285105 2380 131270 SH SOLE 0 117911 0 13359 DOLLAR GEN CORP NEW COM Stock 256677105 2271 10797 SH SOLE 0 9623 0 1173 PROCTER AND GAMBLE CO COM Stock 742718109 3034 21804 SH SOLE 0 19851 0 1953 UNITED PARCEL SERVICE INC Stock 911312106 677 4022 SH SOLE 0 3442 0 580 POOL CORP COM Stock 73278L105 3027 8126 SH SOLE 0 7054 0 1072 ISHARES AGENCY BOND ETF ETF 464288166 1345 11247 SH SOLE 0 10390 0 857 ISHARES TIPS BOND ETF ETF 464287176 6189 48482 SH SOLE 0 43898 0 4584 CORNING INC COM Stock 219350105 613 17030 SH SOLE 0 13891 0 3139 CACI INTL INC CL A Stock 127190304 696 2793 SH SOLE 0 2793 0 0 SPDR BLOOMBERG BARCLAYS CONVERTIBLE SECURITIES ETF ETF 78464A359 4376 52859 SH SOLE 0 47924 0 4935 SOUTHERN CO COM Stock 842587107 515 8388 SH SOLE 0 7956 0 432 AMERISOURCEBERGEN CORP COM Stock 03073E105 2843 29086 SH SOLE 0 25130 0 3956 HENRY JACK & ASSOC INC Stock 426281101 773 4771 SH SOLE 0 4255 0 516 ADOBE SYSTEMS INCORPORATED COM Stock 00724F101 4230 8458 SH SOLE 0 7648 0 810 EASTMAN CHEM CO COM Stock 277432100 6450 64324 SH SOLE 0 56285 0 8039 MICROSOFT Stock 594918104 9963 44794 SH SOLE 0 41339 0 3454 MICROSOFT Stock 594918104 845 3800 SH Put SOLE 0 3800 0 0 NEXTERA ENERGY INC COM Stock 65339F101 5687 73720 SH SOLE 0 65475 0 8245 CLOUDFLARE INC CL A COM Stock 18915M107 7270 95665 SH SOLE 0 87299 0 8366 NIKE INC CL B Stock 654106103 6358 44945 SH SOLE 0 39020 0 5924 ANGLOGOLD ASHANTI LIMITED SPONSORED ADR ADR 035128206 572 25302 SH SOLE 0 21904 0 3398 CONAGRA BRANDS INC COM Stock 205887102 288 7940 SH SOLE 0 6855 0 1085 AIR PRODS & CHEMS INC COM Stock 009158106 235 860 SH SOLE 0 860 0 0 FT CBOE VEST U.S. EQUITY DEEP BUFFER ETF - NOVEMBER ETF 33740F839 372 11182 SH SOLE 0 9685 0 1497 FREEPORT MCMORAN COPPER Stock 35671D857 237 9122 SH SOLE 0 7506 0 1616 QUANTA SVCS INC COM Stock 74762E102 5442 75567 SH SOLE 0 67488 0 8079 ISHARES RUSSELL MIDCAP GROWTH ETF ETF 464287481 668 6510 SH SOLE 0 5460 0 1050 ZILLOW GROUP INC CL A Stock 98954M101 5207 38302 SH SOLE 0 32925 0 5377 AMERICAN TOWER CORP REIT 03027X100 3096 13791 SH SOLE 0 12415 0 1375 HEALTHCARE TRUST OF AMERICA, INC. CLASS A REIT 42225P501 238 8631 SH SOLE 0 5198 0 3433 FIRST TRUST NASDAQ-100 TECHNOLOGY SECTOR INDEX FUND ETF 337345102 262 1894 SH SOLE 0 1894 0 0 KULICKE & SOFFA INDS INC COM Stock 501242101 232 7290 SH SOLE 0 7027 0 263 BUILDERS FIRSTSOURCE INC COM Stock 12008R107 5482 134340 SH SOLE 0 120380 0 13960 TIMKEN CO COM Stock 887389104 3062 39576 SH SOLE 0 36231 0 3345 ACCENTURE LTD BERMUDA CL A Stock G1151C101 729 2791 SH SOLE 0 2791 0 0 NVIDIA CORPORATION COM Stock 67066G104 4928 9437 SH SOLE 0 8307 0 1130 S&P GLOBAL INC COM Stock 78409V104 220 668 SH SOLE 0 668 0 0 INVESCO PLC NEW SPONSORED ADR Stock G491BT108 3228 185214 SH SOLE 0 170038 0 15176 ISHARES RUSSELL 2000 GROWTH ETF ETF 464287648 1101 3841 SH SOLE 0 3264 0 577 MOLINA HEALTHCARE INC COM Stock 60855R100 3580 16832 SH SOLE 0 14201 0 2631 ADVANCED MICRO DEVICES INC COM Stock 007903107 5376 58618 SH SOLE 0 51747 0 6871 ISHARES MSCI EMERGING MARKETS ASIA INDEX FUND ETF 464286426 352 4022 SH SOLE 0 3251 0 771 SPDR PORTFOLIO SHORT TERM TREASURY ETF ETF 78468R101 434 14124 SH SOLE 0 13535 0 589 SPDR S&P REGIONAL BANKING ETF ETF 78464A698 637 12271 SH SOLE 0 10329 0 1942 INDUSTRIAL SELECT SECTOR SPDR ETF 81369Y704 490 5535 SH SOLE 0 5016 0 519 VEEVA SYS INC CL A COM Stock 922475108 5726 21031 SH SOLE 0 18918 0 2113 CHARTER COMMUNICATIONS INC NEW CL A Stock 16119P108 4698 7101 SH SOLE 0 6252 0 849 SALESFORCE COM INC COM Stock 79466L302 3979 17879 SH SOLE 0 15422 0 2457 INVESCO DWA MOMENTUM ETF ETF 46137V837 2883 32854 SH SOLE 0 26342 0 6512 THERMO FISHER SCIENTIFIC INC COM Stock 883556102 5385 11562 SH SOLE 0 9929 0 1633 M D C HLDGS INC COM Stock 552676108 479 9846 SH SOLE 0 9037 0 809 WALMART INC COM Stock 931142103 5377 37302 SH SOLE 0 32968 0 4333 TEXAS INSTRS INC COM Stock 882508104 598 3646 SH SOLE 0 3229 0 417 ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF ETF 464287242 11110 80435 SH SOLE 0 69727 0 10708 JD.COM INC SPON ADR CL A ADR 47215P106 3978 45256 SH SOLE 0 40353 0 4903 ISHARES 7-10 YR TREASURY BOND ETF ETF 464287440 220 1837 SH SOLE 0 1837 0 0 ISHARES 20 PLUS YR TREASURY ETF ETF 464287432 913 5787 SH SOLE 0 5300 0 487 SPDR PORTFOLIO S&P 500 ETF ETF 78464A854 723 16457 SH SOLE 0 15586 0 871 INVESCO BULLETSHARES 2023 CORPORATE BOND ETF ETF 46138J866 322 14692 SH SOLE 0 14692 0 0 CREE INC Stock 225447101 5928 55980 SH SOLE 0 48958 0 7022 LAM RESEARCH CORP COM Stock 512807108 534 1131 SH SOLE 0 882 0 249 OVERSTOCK COM INC DEL COM Stock 690370101 3620 75457 SH SOLE 0 69187 0 6270 SPDR BLOOMBERG BARCLAYS HIGH YIELD BOND ETF ETF 78468R622 3570 32767 SH SOLE 0 29693 0 3074 ISHARES J.P. MORGAN USD EMERGING MARKETS BOND ETF ETF 464288281 4035 34808 SH SOLE 0 30808 0 4000 AMERICAN WATER WORKS CO Stock 030420103 625 4075 SH SOLE 0 3865 0 210 CADENCE DESIGN SYSTEM INC COM Stock 127387108 1581 11586 SH SOLE 0 10400 0 1186 UNITEDHEALTH GROUP INC COM Stock 91324P102 724 2064 SH SOLE 0 1746 0 318 ACTIVISION BLIZZARD INC COM Stock 00507V109 4874 52498 SH SOLE 0 46451 0 6047 BLACKROCK INC Stock 09247X101 437 606 SH SOLE 0 512 0 94 ISHARES MSCI EAFE ETF ETF 464287465 481 6587 SH SOLE 0 5536 0 1051 APPLE INC Stock 037833100 1158 8727 SH SOLE 0 8727 0 0