0001801585-22-000007.txt : 20220812 0001801585-22-000007.hdr.sgml : 20220812 20220812155127 ACCESSION NUMBER: 0001801585-22-000007 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220630 FILED AS OF DATE: 20220812 DATE AS OF CHANGE: 20220812 EFFECTIVENESS DATE: 20220812 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: 221159779 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 06-30-2022 06-30-2022 AMJ Financial Wealth Management
44160 SCHOLAR PLAZA SUITE 490 LEESBURG VA 20176
13F HOLDINGS REPORT 028-19816 N
Angela Bender Managing Partner 7034660477 Angela Bender Leesburg VA 08-12-2022 0 118404 54 false
INFORMATION TABLE 2 FORM13F.xml AMAZON.COM INC Stock 023135106 911 8581 SH SOLE 0 6681 0 1900 POWERSHARES QQQ TR ETF 46090E103 322 1149 SH SOLE 0 1044 0 105 TECHNOLOGY SELECT SECTOR SPDR ETF 81369Y803 230 1809 SH SOLE 0 1671 0 138 SEMPRA ENERGY Stock 816851109 765 5094 SH SOLE 0 4269 0 825 DOLLAR GEN CORP NEW COM Stock 256677105 242 987 SH SOLE 0 852 0 135 JOHNSON & JOHNSON COM Stock 478160104 1356 7639 SH SOLE 0 7621 0 18 JOHNSON & JOHNSON COM Stock 478160104 1030 5800 SH Put SOLE 0 5800 0 0 PROCTER AND GAMBLE CO COM Stock 742718109 270 1878 SH SOLE 0 1553 0 325 UNITED PARCEL SERVICE INC Stock 911312106 467 2558 SH SOLE 0 2223 0 335 SPDR PORTFOLIO LONG TERM TREASURY ETF ETF 78464A664 4295 129864 SH SOLE 0 111303 0 18561 ISHARES AGENCY BOND ETF ETF 464288166 212 1929 SH SOLE 0 1886 0 43 MCKESSON CORP COM Stock 58155Q103 605 1855 SH SOLE 0 1711 0 144 YUM CHINA HLDGS INC COM Stock 98850P109 1168 24077 SH SOLE 0 22268 0 1809 LAMB WESTON HLDGS INC COM Stock 513272104 542 7583 SH SOLE 0 6536 0 1047 CACI INTL INC CL A Stock 127190304 930 3302 SH SOLE 0 3302 0 0 HEALTH CARE SELECT SECTOR SPDR ETF 81369Y209 824 6427 SH SOLE 0 5638 0 789 SOUTHERN CO COM Stock 842587107 334 4678 SH SOLE 0 4246 0 432 HENRY JACK & ASSOC INC Stock 426281101 283 1573 SH SOLE 0 1500 0 73 OREILLY AUTOMOTIVE INC COM Stock 67103H107 4615 7305 SH SOLE 0 6704 0 601 EASTMAN CHEM CO COM Stock 277432100 857 9550 SH SOLE 0 7758 0 1792 MICROSOFT Stock 594918104 6037 23507 SH SOLE 0 21647 0 1860 DTE ENERGY CO COM Stock 233331107 7065 55738 SH SOLE 0 49458 0 6280 KEURIG DR PEPPER INC COM Stock 49271V100 7274 205548 SH SOLE 0 178774 0 26774 PGIM ULTRA SHORT BOND ETF ETF 69344A107 16793 342224 SH SOLE 0 302893 0 39331 PINDUODUO INC SPONSORED ADS ADR 722304102 2425 39234 SH SOLE 0 36381 0 2853 CBOE GLOBAL MKTS INC COM Stock 12503M108 602 5317 SH SOLE 0 4810 0 507 NEXTERA ENERGY INC COM Stock 65339F101 2802 36176 SH SOLE 0 32005 0 4171 ISHARES MSCI INDONESIA ETF ETF 46429B309 221 9861 SH SOLE 0 7904 0 1957 INVESCO TAXABLE MUNICIPAL BOND ETF ETF 46138G805 373 13447 SH SOLE 0 13161 0 286 TARGA RES CORP COM Stock 87612G101 2861 47943 SH SOLE 0 42676 0 5267 ISHARES 0-5 YEAR TIPS BOND ETF ETF 46429B747 7491 73854 SH SOLE 0 69494 0 4360 DUKE ENERGY CORP NEW COM NEW Stock 26441C204 2846 26546 SH SOLE 0 24261 0 2285 INVESCO S&P 500 LOW VOLATILITY ETF ETF 46138E354 1857 29944 SH SOLE 0 27727 0 2217 ISHARES FLOATING RATE BOND ETF ETF 46429B655 6504 130280 SH SOLE 0 115373 0 14906 QUANTA SVCS INC COM Stock 74762E102 9506 75840 SH SOLE 0 68362 0 7478 LUFAX HOLDING LTD ADS REP SHS CL A ADR 54975P102 190 31650 SH SOLE 0 30073 0 1577 HERSHEY CO COM Stock 427866108 6778 31504 SH SOLE 0 28575 0 2929 IRON MTN INC DEL COM REIT 46284V101 229 4706 SH SOLE 0 3760 0 946 HEALTHCARE TRUST OF AMERICA, INC. CLASS A REIT 42225P501 208 7440 SH SOLE 0 4007 0 3433 BUILDERS FIRSTSOURCE INC COM Stock 12008R107 330 6146 SH SOLE 0 4121 0 2025 ACCENTURE LTD BERMUDA CL A Stock G1151C101 542 1952 SH SOLE 0 1952 0 0 NVIDIA CORPORATION COM Stock 67066G104 2854 18824 SH SOLE 0 16848 0 1976 MOLINA HEALTHCARE INC COM Stock 60855R100 221 791 SH SOLE 0 490 0 301 INDEPENDENCE RLTY TR INC COM REIT 45378A106 391 18854 SH SOLE 0 12473 0 6381 SPDR PORTFOLIO SHORT TERM TREASURY ETF ETF 78468R101 597 20258 SH SOLE 0 19240 0 1018 ISHARES DJ US TECHNOLOGY ETF 464287721 878 10982 SH SOLE 0 8347 0 2635 INVESCO BULLETSHARES 2022 CORPORATE BOND ETF ETF 46138J882 357 16827 SH SOLE 0 16827 0 0 THERMO FISHER SCIENTIFIC INC COM Stock 883556102 4911 9039 SH SOLE 0 7925 0 1114 ISHARES 20 PLUS YR TREASURY ETF ETF 464287432 733 6378 SH SOLE 0 5914 0 464 INVESCO BULLETSHARES 2023 CORPORATE BOND ETF ETF 46138J866 450 21495 SH SOLE 0 21495 0 0 AMERICAN WATER WORKS CO Stock 030420103 309 2077 SH SOLE 0 1945 0 132 EXXON MOBIL CORP COM Stock 30231G102 296 3459 SH SOLE 0 3459 0 0 NOVO-NORDISK A/S ADR ADR CMN ADR 670100205 2590 23244 SH SOLE 0 21362 0 1882 APPLE INC Stock 037833100 628 4594 SH SOLE 0 4594 0 0