0001801585-22-000005.txt : 20220511 0001801585-22-000005.hdr.sgml : 20220511 20220511132150 ACCESSION NUMBER: 0001801585-22-000005 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220331 FILED AS OF DATE: 20220511 DATE AS OF CHANGE: 20220511 EFFECTIVENESS DATE: 20220511 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: 22913011 BUSINESS ADDRESS: STREET 1: 44160 SCHOLAR PLAZA STREET 2: SUITE 490 CITY: LEESBURG STATE: VA ZIP: 20176 BUSINESS PHONE: 7034660477 MAIL ADDRESS: STREET 1: 44160 SCHOLAR PLAZA STREET 2: SUITE 490 CITY: LEESBURG STATE: VA ZIP: 20176 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001801585 XXXXXXXX 03-31-2022 03-31-2022 AMJ Financial Wealth Management

44160 SCHOLAR PLAZA SUITE 490 LEESBURG VA 20176

13F HOLDINGS REPORT 028-19816 N Angela Bender 7034660477 Angela Bender Leesburg VA 05-11-2022 0 84 249500 false INFORMATION TABLE 2 FORM13F.xml AMAZON.COM INC Stock 023135106 1437 441 SH SOLE 0 340 0 100 POWERSHARES QQQ TR ETF 46090E103 1938 5346 SH SOLE 0 4742 0 604 TECHNOLOGY SELECT SECTOR SPDR ETF 81369Y803 1044 6566 SH SOLE 0 5844 0 722 SEMPRA ENERGY Stock 816851109 5684 33808 SH SOLE 0 29815 0 3993 SPDR PORTFOLIO AGGREGATE BOND ETF ETF 78464A649 207 7442 SH SOLE 0 6886 0 556 ISHARES GOLD TRUST ETF ETF 464285204 10451 283755 SH SOLE 0 247956 0 35799 DOLLAR GEN CORP NEW COM Stock 256677105 212 953 SH SOLE 0 818 0 135 JOHNSON & JOHNSON COM Stock 478160104 1344 7586 SH SOLE 0 7586 0 0 REAL ESTATE SELECT SECTOR SPDR FUND ETF 81369Y860 629 13011 SH SOLE 0 10850 0 2161 PROCTER AND GAMBLE CO COM Stock 742718109 285 1863 SH SOLE 0 1553 0 310 UNITED PARCEL SERVICE INC Stock 911312106 720 3357 SH SOLE 0 2912 0 445 SPDR PORTFOLIO LONG TERM TREASURY ETF ETF 78464A664 7154 189157 SH SOLE 0 171405 0 17752 CME GROUP INC COM Stock 12572Q105 2332 9802 SH SOLE 0 8870 0 932 POOL CORP COM Stock 73278L105 1977 4676 SH SOLE 0 3978 0 698 ISHARES AGENCY BOND ETF ETF 464288166 217 1929 SH SOLE 0 1886 0 43 MCKESSON CORP COM Stock 58155Q103 470 1535 SH SOLE 0 1393 0 142 LAMB WESTON HLDGS INC COM Stock 513272104 453 7553 SH SOLE 0 6536 0 1017 ISHARES TIPS BOND ETF ETF 464287176 8822 70818 SH SOLE 0 63712 0 7105 CORNING INC COM Stock 219350105 235 6356 SH SOLE 0 5626 0 730 CACI INTL INC CL A Stock 127190304 995 3302 SH SOLE 0 3302 0 0 TE CONNECTIVITY LTD SHS Stock H84989104 2495 19052 SH SOLE 0 16839 0 2212 HOME DEPOT Stock 437076102 377 1259 SH SOLE 0 1226 0 33 HEALTH CARE SELECT SECTOR SPDR ETF 81369Y209 868 6337 SH SOLE 0 5503 0 834 INFOSYS TECHNOLOGIES LTD SPONS ADR REPSTG 1/2 EQUITY SH ADR 456788108 694 27883 SH SOLE 0 24743 0 3140 SOUTHERN CO COM Stock 842587107 360 4967 SH SOLE 0 4535 0 432 CONSUMER STAPLES SELECT SECTOR SPDR ETF 81369Y308 807 10628 SH SOLE 0 8498 0 2130 HENRY JACK & ASSOC INC Stock 426281101 311 1580 SH SOLE 0 1507 0 73 ADOBE SYSTEMS INCORPORATED COM Stock 00724F101 2476 5434 SH SOLE 0 4931 0 502 OREILLY AUTOMOTIVE INC COM Stock 67103H107 8120 11854 SH SOLE 0 10728 0 1126 EASTMAN CHEM CO COM Stock 277432100 6227 55572 SH SOLE 0 50007 0 5565 NEWMONT CORP COM Stock 651639106 245 3086 SH SOLE 0 2825 0 261 MICROSOFT Stock 594918104 15944 51714 SH SOLE 0 47421 0 4292 CANADIAN NAT RES LTD COM Stock 136385101 7217 116434 SH SOLE 0 101242 0 15192 SCHLUMBERGER LTD COM STK Stock 806857108 4924 119186 SH SOLE 0 108293 0 10893 DTE ENERGY CO COM Stock 233331107 5428 41056 SH SOLE 0 36610 0 4446 KEURIG DR PEPPER INC COM Stock 49271V100 7484 197475 SH SOLE 0 172984 0 24491 PGIM ULTRA SHORT BOND ETF ETF 69344A107 6374 129528 SH SOLE 0 111964 0 17564 CBOE GLOBAL MKTS INC COM Stock 12503M108 625 5459 SH SOLE 0 4937 0 522 NEXTERA ENERGY INC COM Stock 65339F101 5144 60725 SH SOLE 0 54457 0 6268 CLOUDFLARE INC CL A COM Stock 18915M107 5453 45560 SH SOLE 0 42074 0 3485 NIKE INC CL B Stock 654106103 537 3990 SH SOLE 0 3476 0 514 FINANCIAL SELECT SECTOR SPDR ETF 81369Y605 1138 29699 SH SOLE 0 20996 0 8703 FIFTH THIRD BANCORP Stock 316773100 4321 100385 SH SOLE 0 86664 0 13721 TARGA RES CORP COM Stock 87612G101 9270 122836 SH SOLE 0 110750 0 12086 INVESCO S&P 500 LOW VOLATILITY ETF ETF 46138E354 1489 22198 SH SOLE 0 20732 0 1466 ISHARES FLOATING RATE BOND ETF ETF 46429B655 6578 130208 SH SOLE 0 115301 0 14906 QUANTA SVCS INC COM Stock 74762E102 10021 76141 SH SOLE 0 68663 0 7478 ISHARES RUSSELL MIDCAP GROWTH ETF ETF 464287481 207 2059 SH SOLE 0 2059 0 0 VISA INC Stock 92826C839 2726 12291 SH SOLE 0 11040 0 1251 VANGUARD GROWTH ETF ETF 922908736 361 1254 SH SOLE 0 0 0 1254 IRON MTN INC NEW COM REIT 46284V101 525 9482 SH SOLE 0 8413 0 1069 HEALTHCARE TRUST OF AMERICA, INC. CLASS A REIT 42225P501 233 7440 SH SOLE 0 4007 0 3433 FIRST TRUST NASDAQ-100 TECHNOLOGY SECTOR INDEX FUND ETF 337345102 206 1354 SH SOLE 0 1354 0 0 KULICKE & SOFFA INDS INC COM Stock 501242101 372 6640 SH SOLE 0 6377 0 263 BUILDERS FIRSTSOURCE INC COM Stock 12008R107 6735 104352 SH SOLE 0 94419 0 9933 ACCENTURE LTD BERMUDA CL A Stock G1151C101 928 2752 SH SOLE 0 2752 0 0 NVIDIA CORPORATION COM Stock 67066G104 8697 31875 SH SOLE 0 28527 0 3348 S&P GLOBAL INC COM Stock 78409V104 236 576 SH SOLE 0 576 0 0 MOLINA HEALTHCARE INC COM Stock 60855R100 8749 26226 SH SOLE 0 22630 0 3595 ADVANCED MICRO DEVICES INC COM Stock 007903107 6574 60124 SH SOLE 0 54380 0 5743 INDEPENDENCE RLTY TR INC COM REIT 45378A106 499 18885 SH SOLE 0 12473 0 6412 SPDR PORTFOLIO SHORT TERM TREASURY ETF ETF 78468R101 577 19460 SH SOLE 0 18485 0 975 INDUSTRIAL SELECT SECTOR SPDR ETF 81369Y704 213 2069 SH SOLE 0 2009 0 60 EXPEDIA GROUP INC COM NEW Stock 30212P303 2365 12087 SH SOLE 0 10989 0 1098 ISHARES DJ US TECHNOLOGY ETF 464287721 1267 12292 SH SOLE 0 9657 0 2635 SALESFORCE INC COM Stock 79466L302 312 1469 SH SOLE 0 1299 0 170 THERMO FISHER SCIENTIFIC INC COM Stock 883556102 5312 8994 SH SOLE 0 7805 0 1189 ISHARES NATIONAL MUNI BOND ETF ETF 464288414 1319 12026 SH SOLE 0 10814 0 1212 EXTRA SPACE STORAGE INC COM REIT 30225T102 7084 34456 SH SOLE 0 31778 0 2678 WALMART INC COM Stock 931142103 7851 52719 SH SOLE 0 47185 0 5533 TEXAS INSTRS INC COM Stock 882508104 492 2680 SH SOLE 0 2395 0 285 CITIZENS FINL GROUP INC COM Stock 174610105 453 9998 SH SOLE 0 8597 0 1401 INVESCO BULLETSHARES 2023 CORPORATE BOND ETF ETF 46138J866 310 14692 SH SOLE 0 14692 0 0 CREE INC Stock 977852102 1688 14825 SH SOLE 0 12571 0 2254 LAM RESEARCH CORP COM Stock 512807108 578 1076 SH SOLE 0 932 0 144 SPDR BLOOMBERG HIGH YIELD BOND ETF ETF 78468R622 8260 80588 SH SOLE 0 73505 0 7083 AMERICAN WATER WORKS CO Stock 030420103 391 2362 SH SOLE 0 2230 0 132 EXXON MOBIL CORP COM Stock 30231G102 268 3245 SH SOLE 0 3245 0 0 UNITEDHEALTH GROUP INC COM Stock 91324P102 308 604 SH SOLE 0 536 0 68 UTILITIES SELECT SECTOR SPDR FUND ETF 81369Y886 592 7946 SH SOLE 0 6744 0 1202 NASDAQ STK MKT INC Stock 631103108 5328 29897 SH SOLE 0 27297 0 2600 APPLE INC Stock 037833100 5412 30998 SH SOLE 0 28633 0 2364 DISNEY WALT CO COM Stock 254687106 246 1791 SH SOLE 0 1791 0 0 ISHARES RUSSELL 1000 VALUE ETF ETF 464287598 296 1782 SH SOLE 0 0 0 1782