0001801585-21-000004.txt : 20210507 0001801585-21-000004.hdr.sgml : 20210507 20210507162852 ACCESSION NUMBER: 0001801585-21-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210331 FILED AS OF DATE: 20210507 DATE AS OF CHANGE: 20210507 EFFECTIVENESS DATE: 20210507 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: 21903216 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 03-31-2021 03-31-2021 AMJ Financial Wealth Management
44160 SCHOLAR PLAZA SUITE 350 LEESBURG VA 20176
13F HOLDINGS REPORT 028-19816 N
Angela Bender Managing Partner 703-466-0477 Angela Bender Leesburg VA 05-07-2021 0 83 206900 false
INFORMATION TABLE 2 FORM13F.xml AMAZON.COM INC Stock 023135106 1593 515 SH SOLE 0 414 0 100 POWERSHARES QQQ TR ETF 46090E103 2582 8091 SH SOLE 0 7295 0 796 TECHNOLOGY SELECT SECTOR SPDR ETF 81369Y803 1038 7816 SH SOLE 0 7354 0 462 PROCTER AND GAMBLE CO COM Stock 742718109 251 1850 SH SOLE 0 1487 0 363 UNITED PARCEL SERVICE INC Stock 911312106 522 3073 SH SOLE 0 2578 0 495 AMPLIFY ONLINE RETAIL ETF ETF 032108102 229 1843 SH SOLE 0 1843 0 0 POOL CORP COM Stock 73278L105 2869 8310 SH SOLE 0 7217 0 1093 ISHARES AGENCY BOND ETF ETF 464288166 331 2809 SH SOLE 0 2657 0 152 ISHARES TIPS BOND ETF ETF 464287176 7401 58975 SH SOLE 0 53171 0 5804 FIRST TRUST NASDAQ TRANSPORTATION ETF ETF 33738R795 1073 32594 SH SOLE 0 28425 0 4169 CORNING INC COM Stock 219350105 749 17220 SH SOLE 0 14052 0 3168 CACI INTL INC CL A Stock 127190304 913 3700 SH SOLE 0 3700 0 0 FIRST TRUST ENERGY ALPHADEX FUND ETF 33734X127 398 39316 SH SOLE 0 33726 0 5590 SPDR BLOOMBERG BARCLAYS CONVERTIBLE SECURITIES ETF ETF 78464A359 2393 28713 SH SOLE 0 25935 0 2778 FIRST TRUST CONSUMER DISCRETIONARY ALPHADEX FUND ETF 33734X101 254 4363 SH SOLE 0 3793 0 570 INFOSYS TECHNOLOGIES LTD SPONS ADR REPSTG 1/2 EQUITY SH ADR 456788108 357 19074 SH SOLE 0 15814 0 3260 SOUTHERN CO COM Stock 842587107 309 4967 SH SOLE 0 4535 0 432 HENRY JACK & ASSOC INC Stock 426281101 249 1639 SH SOLE 0 1566 0 73 ADOBE SYSTEMS INCORPORATED COM Stock 00724F101 4573 9620 SH SOLE 0 8782 0 838 FISERV INC COM Stock 337738108 5051 42432 SH SOLE 0 37260 0 5172 EASTMAN CHEM CO COM Stock 277432100 6541 59398 SH SOLE 0 52314 0 7084 MICROSOFT Stock 594918104 10506 44562 SH SOLE 0 40757 0 3804 SCHLUMBERGER LTD COM Stock 806857108 1881 69164 SH SOLE 0 62053 0 7111 CBOE GLOBAL MKTS INC COM Stock 12503M108 257 2606 SH SOLE 0 2244 0 362 NEXTERA ENERGY INC COM Stock 65339F101 3380 44704 SH SOLE 0 39647 0 5057 CLOUDFLARE INC CL A COM Stock 18915M107 6572 93534 SH SOLE 0 85312 0 8221 NIKE INC CL B Stock 654106103 6193 46606 SH SOLE 0 40388 0 6217 FIFTH THIRD BANCORP Stock 316773100 4081 108971 SH SOLE 0 96311 0 12660 FREEPORT MCMORAN COPPER Stock 35671D857 213 6469 SH SOLE 0 5311 0 1158 QUANTA SVCS INC COM Stock 74762E102 5525 62797 SH SOLE 0 56242 0 6555 ISHARES RUSSELL MIDCAP GROWTH ETF ETF 464287481 853 8353 SH SOLE 0 7108 0 1245 ZILLOW GROUP INC CL A Stock 98954M101 4400 33487 SH SOLE 0 28519 0 4968 VISA INC Stock 92826C839 4585 21653 SH SOLE 0 19392 0 2261 ISHARES MSCI INDIA INDEX FUND ETF 46429B598 216 5130 SH SOLE 0 4017 0 1113 ISHARES TR S&P 1500 INDEX FD ETF 464287150 691 7543 SH SOLE 0 7137 0 406 HEALTHCARE TRUST OF AMERICA, INC. CLASS A REIT 42225P501 214 7748 SH SOLE 0 4315 0 3433 SERVICENOW INC COM Stock 81762P102 5341 10679 SH SOLE 0 9641 0 1038 FIRST TRUST NASDAQ-100 TECHNOLOGY SECTOR INDEX FUND ETF 337345102 273 1894 SH SOLE 0 1894 0 0 KULICKE & SOFFA INDS INC COM Stock 501242101 358 7290 SH SOLE 0 7027 0 263 INVESCO S&P 500 EQUAL WEIGHT CONSUMER DISCRETIONARY ETF ETF 46137V381 274 1944 SH SOLE 0 1944 0 0 BUILDERS FIRSTSOURCE INC COM Stock 12008R107 5550 119695 SH SOLE 0 107423 0 12272 TIMKEN CO COM Stock 887389104 2843 35030 SH SOLE 0 31660 0 3370 ACCENTURE LTD BERMUDA CL A Stock G1151C101 771 2791 SH SOLE 0 2791 0 0 NVIDIA CORPORATION COM Stock 67066G104 5128 9605 SH SOLE 0 8474 0 1131 S&P GLOBAL INC COM Stock 78409V104 236 668 SH SOLE 0 668 0 0 INVESCO PLC NEW SPONSORED ADR Stock G491BT108 4429 175629 SH SOLE 0 159722 0 15907 ISHARES RUSSELL 2000 GROWTH ETF ETF 464287648 1717 5710 SH SOLE 0 4570 0 1140 JACOBS ENGR GROUP INC COM Stock 469814107 1162 8988 SH SOLE 0 7872 0 1116 ROCKWELL AUTOMATION INC COM Stock 773903109 313 1181 SH SOLE 0 1022 0 159 MOLINA HEALTHCARE INC COM Stock 60855R100 3661 15660 SH SOLE 0 13242 0 2418 SINCLAIR BROADCAST GROUP INC CL A Stock 829226109 493 16841 SH SOLE 0 14290 0 2551 ADVANCED MICRO DEVICES INC COM Stock 007903107 4644 59159 SH SOLE 0 52162 0 6997 ISHARES MSCI EMERGING MARKETS ASIA INDEX FUND ETF 464286426 316 3481 SH SOLE 0 2890 0 591 SPDR PORTFOLIO SHORT TERM TREASURY ETF ETF 78468R101 371 12106 SH SOLE 0 11761 0 345 SPDR S&P REGIONAL BANKING ETF ETF 78464A698 1119 16869 SH SOLE 0 12780 0 4089 VEEVA SYS INC CL A COM Stock 922475108 5742 21981 SH SOLE 0 19746 0 2235 ISHARES PREFERRED AND INCOME SECURITIES ETF ETF 464288687 621 16174 SH SOLE 0 14121 0 2053 SALESFORCE COM INC COM Stock 79466L302 1894 8940 SH SOLE 0 7743 0 1197 INVESCO DWA MOMENTUM ETF ETF 46137V837 596 7002 SH SOLE 0 6035 0 967 THERMO FISHER SCIENTIFIC INC COM Stock 883556102 5482 12013 SH SOLE 0 10342 0 1671 M D C HLDGS INC COM Stock 552676108 725 12207 SH SOLE 0 10385 0 1822 ISHARES NATIONAL MUNI BOND ETF ETF 464288414 560 4822 SH SOLE 0 4129 0 693 TJX COS INC NEW COM Stock 872540109 1690 25545 SH SOLE 0 23090 0 2455 WALMART INC COM Stock 931142103 2424 17848 SH SOLE 0 15643 0 2204 TEXAS INSTRS INC COM Stock 882508104 713 3771 SH SOLE 0 3324 0 447 ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF ETF 464287242 12735 97925 SH SOLE 0 85300 0 12625 BAKER HUGHES COMPANY CL A Stock 05722G100 4090 189265 SH SOLE 0 168426 0 20839 CITIZENS FINL GROUP INC COM Stock 174610105 715 16186 SH SOLE 0 13581 0 2605 INVESCO BULLETSHARES 2023 CORPORATE BOND ETF ETF 46138J866 320 14692 SH SOLE 0 14692 0 0 CREE INC Stock 225447101 5300 49017 SH SOLE 0 42800 0 6217 LAM RESEARCH CORP COM Stock 512807108 689 1158 SH SOLE 0 954 0 204 OVERSTOCK COM INC DEL COM Stock 690370101 4366 65890 SH SOLE 0 60577 0 5313 SPDR BLOOMBERG BARCLAYS HIGH YIELD BOND ETF ETF 78468R622 6708 61653 SH SOLE 0 56700 0 4953 ISHARES J.P. MORGAN USD EMERGING MARKETS BOND ETF ETF 464288281 4624 42469 SH SOLE 0 37653 0 4816 AMERICAN WATER WORKS CO Stock 030420103 354 2363 SH SOLE 0 2231 0 132 CADENCE DESIGN SYSTEM INC COM Stock 127387108 5011 36577 SH SOLE 0 33420 0 3157 UNITEDHEALTH GROUP INC COM Stock 91324P102 220 590 SH SOLE 0 590 0 0 NASDAQ STK MKT INC Stock 631103108 4928 33419 SH SOLE 0 30765 0 2654 ACTIVISION BLIZZARD INC COM Stock 00507V109 5090 54731 SH SOLE 0 48509 0 6222 BLACKROCK INC Stock 09247X101 573 760 SH SOLE 0 640 0 120 ISHARES MSCI EAFE ETF ETF 464287465 779 10271 SH SOLE 0 8495 0 1776 APPLE INC Stock 037833100 1067 8735 SH SOLE 0 8734 0 0 ABBOTT LABS COM Stock 002824100 643 5362 SH SOLE 0 4657 0 705