0001744073-19-000005.txt : 20190513 0001744073-19-000005.hdr.sgml : 20190513 20190513170926 ACCESSION NUMBER: 0001744073-19-000005 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20190331 FILED AS OF DATE: 20190513 DATE AS OF CHANGE: 20190513 EFFECTIVENESS DATE: 20190513 FILER: COMPANY DATA: COMPANY CONFORMED NAME: AJ WEALTH STRATEGIES, LLC CENTRAL INDEX KEY: 0001744073 IRS NUMBER: 454981519 STATE OF INCORPORATION: NY FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-18847 FILM NUMBER: 19819290 BUSINESS ADDRESS: STREET 1: 30 BROAD STREET STREET 2: 29TH FLOOR CITY: NEW YORK STATE: NY ZIP: 10004 BUSINESS PHONE: (212)729-7750 MAIL ADDRESS: STREET 1: 30 BROAD STREET STREET 2: 29TH FLOOR CITY: NEW YORK STATE: NY ZIP: 10004 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001744073 XXXXXXXX 03-31-2019 03-31-2019 AJ WEALTH STRATEGIES, LLC

30 BROAD STREET 29TH FLOOR NEW YORK NY 10004

13F HOLDINGS REPORT 028-18847 N Justyn Volesko (212) 729-7750 Justyn Volesko New York NY 05-13-2019 0 108 604693 false INFORMATION TABLE 2 1q201913AJW.xml ABERDEEN GLOBAL PREMIER PPTY COM SH BEN INT 00302L108 119 19723 SH SOLE 0 0 19723 ADT INC COM 00090Q103 726 113589 SH SOLE 0 0 113589 ALPHABET INC CAP STK CL A 02079K305 699 594 SH SOLE 0 0 594 ALPHABET INC CAP STK CL C 02079K107 838 714 SH SOLE 0 0 714 AMAZON COM INC COM 023135106 2215 1244 SH SOLE 0 0 1244 APOLLO GLOBAL MGMT LLC CL A SHS 037612306 242 8571 SH SOLE 0 0 8571 APPLE INC COM 037833100 2040 10738 SH SOLE 0 0 10738 BLACKSTONE GROUP L P COM UNIT LTD 09253U108 357 10221 SH SOLE 0 0 10221 BLACKSTONE MTG TR INC COM CL A 09257W100 492 14246 SH SOLE 0 0 14246 CATALYST PHARMACEUTICALS INC COM 14888U101 99 19500 SH SOLE 0 0 19500 CBOE GLOBAL MARKETS INC COM 12503M108 355 3717 SH SOLE 0 0 3717 COMCAST CORP NEW CL A 20030N101 636 15900 SH SOLE 0 0 15900 CORCEPT THERAPEUTICS INC COM 218352102 6995 595834 SH SOLE 0 0 595834 COSTCO 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