0001801585-21-000006.txt : 20210812 0001801585-21-000006.hdr.sgml : 20210812 20210812153221 ACCESSION NUMBER: 0001801585-21-000006 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210630 FILED AS OF DATE: 20210812 DATE AS OF CHANGE: 20210812 EFFECTIVENESS DATE: 20210812 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: 211167239 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 06-30-2021 06-30-2021 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 08-12-2021 0 89 229741 false
INFORMATION TABLE 2 FORM13F.xml AMAZON.COM INC Stock 023135106 1771 515 SH SOLE 0 414 0 100 ISHARES NORTH AMERICAN NATURAL RESOURCES ETF ETF 464287374 831 27306 SH SOLE 0 23932 0 3374 POWERSHARES QQQ TR ETF 46090E103 2187 6171 SH SOLE 0 5603 0 568 TECHNOLOGY SELECT SECTOR SPDR ETF 81369Y803 975 6605 SH SOLE 0 6158 0 447 ANTHEM INC COM Stock 036752103 2625 6876 SH SOLE 0 5856 0 1020 DOLLAR GEN CORP NEW COM Stock 256677105 206 953 SH SOLE 0 818 0 135 REAL ESTATE SELECT SECTOR SPDR FUND ETF 81369Y860 564 12727 SH SOLE 0 10423 0 2304 PROCTER AND GAMBLE CO COM Stock 742718109 254 1885 SH SOLE 0 1575 0 310 UNITED PARCEL SERVICE INC Stock 911312106 619 2974 SH SOLE 0 2502 0 472 MEDTRONIC PLC SHS Stock G5960L103 485 3907 SH SOLE 0 3180 0 727 POOL CORP COM Stock 73278L105 3953 8620 SH SOLE 0 7513 0 1106 ISHARES AGENCY BOND ETF ETF 464288166 230 1945 SH SOLE 0 1886 0 59 EMERSON ELEC CO COM Stock 291011104 500 5196 SH SOLE 0 4425 0 771 ISHARES TIPS BOND ETF ETF 464287176 7857 61377 SH SOLE 0 56697 0 4680 FIRST TRUST NASDAQ TRANSPORTATION ETF ETF 33738R795 1108 32599 SH SOLE 0 28430 0 4169 CORNING INC COM Stock 219350105 663 16210 SH SOLE 0 13042 0 3168 CACI INTL INC CL A Stock 127190304 944 3700 SH SOLE 0 3700 0 0 ISHARES MSCI EUROZONE ETF ETF 464286608 1000 20265 SH SOLE 0 16785 0 3480 TE CONNECTIVITY LTD REG SHS Stock H84989104 3286 24300 SH SOLE 0 21022 0 3278 FIRST TRUST ENERGY ALPHADEX FUND ETF 33734X127 458 40099 SH SOLE 0 33701 0 6398 SPDR BLOOMBERG BARCLAYS CONVERTIBLE SECURITIES ETF ETF 78464A359 2630 30325 SH SOLE 0 27503 0 2822 HOME DEPOT Stock 437076102 410 1286 SH SOLE 0 1197 0 89 INFOSYS TECHNOLOGIES LTD SPONS ADR REPSTG 1/2 EQUITY SH ADR 456788108 434 20490 SH SOLE 0 17230 0 3260 SOUTHERN CO COM Stock 842587107 301 4967 SH SOLE 0 4535 0 432 REGIONS FINANCIAL CORP NEW COM Stock 7591EP100 1860 92191 SH SOLE 0 79713 0 12478 HENRY JACK & ASSOC INC Stock 426281101 268 1639 SH SOLE 0 1566 0 73 ISHARES S&P SMALLCAP 600 ETF ETF 464287804 694 6147 SH SOLE 0 5203 0 944 ADOBE SYSTEMS INCORPORATED COM Stock 00724F101 5968 10190 SH SOLE 0 9252 0 938 FISERV INC COM Stock 337738108 3444 32216 SH SOLE 0 28526 0 3690 OREILLY AUTOMOTIVE INC COM Stock 67103H107 1302 2299 SH SOLE 0 2088 0 211 EASTMAN CHEM CO COM Stock 277432100 7092 60743 SH SOLE 0 53557 0 7186 MICROSOFT Stock 594918104 12237 45173 SH SOLE 0 41512 0 3660 SCHLUMBERGER LTD COM STK Stock 806857108 1701 53133 SH SOLE 0 47062 0 6071 CBOE GLOBAL MKTS INC COM Stock 12503M108 568 4767 SH SOLE 0 4040 0 727 NEXTERA ENERGY INC COM Stock 65339F101 3444 46995 SH SOLE 0 41794 0 5201 CLOUDFLARE INC CL A COM Stock 18915M107 9913 93658 SH SOLE 0 85701 0 7956 NIKE INC CL B Stock 654106103 711 4601 SH SOLE 0 3993 0 608 FINANCIAL SELECT SECTOR SPDR ETF 81369Y605 785 21388 SH SOLE 0 15373 0 6015 VANGUARD S&P 500 ETF ETF 922908363 225 572 SH SOLE 0 572 0 0 FIFTH THIRD BANCORP Stock 316773100 4781 125066 SH SOLE 0 111088 0 13978 FREEPORT MCMORAN COPPER Stock 35671D857 266 7172 SH SOLE 0 5555 0 1617 ISHARES FLOATING RATE BOND ETF ETF 46429B655 13784 271222 SH SOLE 0 241131 0 30091 QUANTA SVCS INC COM Stock 74762E102 6002 66269 SH SOLE 0 59396 0 6873 ZILLOW GROUP INC CL A Stock 98954M101 287 2344 SH SOLE 0 1566 0 778 APTIV PLC SHS Stock G6095L109 5200 33052 SH SOLE 0 29288 0 3764 VISA INC Stock 92826C839 6031 25793 SH SOLE 0 22989 0 2804 ISHARES TR S&P 1500 INDEX FD ETF 464287150 905 9161 SH SOLE 0 8649 0 512 FIRST TRUST NASDAQ-100 TECHNOLOGY SECTOR INDEX FUND ETF 337345102 301 1894 SH SOLE 0 1894 0 0 KULICKE & SOFFA INDS INC COM Stock 501242101 415 6782 SH SOLE 0 6519 0 263 BUILDERS FIRSTSOURCE INC COM Stock 12008R107 5373 125953 SH SOLE 0 113563 0 12390 ACCENTURE LTD BERMUDA CL A Stock G1151C101 823 2791 SH SOLE 0 2791 0 0 NVIDIA CORPORATION COM Stock 67066G104 7002 8751 SH SOLE 0 7721 0 1030 S&P GLOBAL INC COM Stock 78409V104 274 668 SH SOLE 0 668 0 0 INVESCO PLC NEW SPONSORED ADR Stock G491BT108 5376 201111 SH SOLE 0 181841 0 19270 JACOBS ENGR GROUP INC COM Stock 469814107 5519 41364 SH SOLE 0 36260 0 5104 ROCKWELL AUTOMATION INC COM Stock 773903109 410 1432 SH SOLE 0 1246 0 186 MOLINA HEALTHCARE INC COM Stock 60855R100 4106 16227 SH SOLE 0 13854 0 2373 ISHARES RUSSELL MID-CAP ETF ETF 464287499 1233 15563 SH SOLE 0 12328 0 3235 ADVANCED MICRO DEVICES INC COM Stock 007903107 4135 44018 SH SOLE 0 39412 0 4606 SPDR PORTFOLIO SHORT TERM TREASURY ETF ETF 78468R101 735 23979 SH SOLE 0 23674 0 305 SPDR S&P REGIONAL BANKING ETF ETF 78464A698 644 9824 SH SOLE 0 7769 0 2055 VEEVA SYS INC CL A COM Stock 922475108 5558 17875 SH SOLE 0 16089 0 1786 ISHARES PREFERRED AND INCOME SECURITIES ETF ETF 464288687 4630 117695 SH SOLE 0 105147 0 12548 SALESFORCE COM INC COM Stock 79466L302 2207 9037 SH SOLE 0 7856 0 1181 INVESCO DWA MOMENTUM ETF ETF 46137V837 362 4034 SH SOLE 0 3084 0 949 THERMO FISHER SCIENTIFIC INC COM Stock 883556102 2327 4612 SH SOLE 0 3986 0 626 INVESCO S&P 500 EQUAL WEIGHT INDUSTRIALS ETF ETF 46137V324 243 1303 SH SOLE 0 1303 0 0 JPMORGAN CHASE & CO COM Stock 46625H100 3248 20879 SH SOLE 0 19670 0 1209 ISHARES NATIONAL MUNI BOND ETF ETF 464288414 920 7848 SH SOLE 0 6809 0 1039 TJX COS INC NEW COM Stock 872540109 497 7379 SH SOLE 0 5551 0 1828 WALMART INC COM Stock 931142103 2551 18093 SH SOLE 0 15969 0 2123 TEXAS INSTRS INC COM Stock 882508104 697 3625 SH SOLE 0 3137 0 488 BAKER HUGHES COMPANY CL A Stock 05722G100 4376 191359 SH SOLE 0 170508 0 20851 CITIZENS FINL GROUP INC COM Stock 174610105 722 15736 SH SOLE 0 12877 0 2859 INVESCO BULLETSHARES 2023 CORPORATE BOND ETF ETF 46138J866 319 14692 SH SOLE 0 14692 0 0 CREE INC Stock 225447101 4900 50040 SH SOLE 0 43811 0 6229 LAM RESEARCH CORP COM Stock 512807108 707 1087 SH SOLE 0 903 0 184 OVERSTOCK COM INC DEL COM Stock 690370101 4396 47683 SH SOLE 0 43984 0 3699 SPDR BLOOMBERG BARCLAYS HIGH YIELD BOND ETF ETF 78468R622 7163 65141 SH SOLE 0 59976 0 5165 AMERICAN WATER WORKS CO Stock 030420103 364 2363 SH SOLE 0 2231 0 132 CADENCE DESIGN SYSTEM INC COM Stock 127387108 3951 28881 SH SOLE 0 26251 0 2630 EXXON MOBIL CORP COM Stock 30231G102 472 7486 SH SOLE 0 7486 0 0 UNITEDHEALTH GROUP INC COM Stock 91324P102 267 668 SH SOLE 0 600 0 68 SOUTHWEST AIRLS CO COM Stock 844741108 3786 71315 SH SOLE 0 61858 0 9457 NASDAQ STK MKT INC Stock 631103108 6088 34628 SH SOLE 0 31696 0 2932 ACTIVISION BLIZZARD INC COM Stock 00507V109 5498 57610 SH SOLE 0 51204 0 6406 CROWN CASTLE INTL CORP NEW COM REIT 22822V101 3456 17713 SH SOLE 0 15621 0 2092 BLACKROCK INC Stock 09247X101 640 731 SH SOLE 0 611 0 120 APPLE INC Stock 037833100 1291 9429 SH SOLE 0 9008 0 420