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AMJ Financial Wealth Management
RIA/Wealth
AMJ Financial Wealth Management is a RIA/Wealth based in Leesburg, VA led by Angela Mullis Bender, reporting $427.4M in AUM as of Q3 2025 with PULS as the largest holding (6% allocation).
CEOAngela Mullis Bender
- Portfolio Value
- $412.7M
- Positions
- 86
- Top Holding
- PULS at 6.37%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in AMJ Financial Wealth Management's portfolio (34.1% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Unknown Unknown | $26.3M | 6.37% | +$4.0M Bought | — 527.5K shares | |
Financial - Capital Markets Financial Services | $14.4M | 3.50% | -$360.0K Sold | 0.01% 18.1K shares | |
Internet Content & Information Communication Services | $13.5M | 3.28% | +$105.8K Bought | 0.00% 18.4K shares | |
Apparel - Retail Consumer Cyclical | $12.8M | 3.09% | -$404.9K Sold | 0.01% 88.3K shares | |
Specialty Retail Consumer Cyclical | $12.7M | 3.08% | -$591.0K Sold | 0.01% 118.0K shares | |
Semiconductors Technology | $12.5M | 3.03% | -$134.9K Sold | 0.00% 37.9K shares | |
Engineering & Construction Industrials | $12.3M | 2.98% | +$504.3K Bought | 0.02% 29.7K shares | |
Computer Hardware Technology | $12.2M | 2.96% | +$3.9M Bought | 0.01% 83.8K shares | |
Software - Infrastructure Technology | $11.9M | 2.88% | -$8.8K Sold | 0.00% 23.0K shares | |
Financial - Data & Stock Exchanges Financial Services | $11.9M | 2.87% | -$328.1K Sold | 0.02% 134.1K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in AMJ Financial Wealth Management's latest filing
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Market Value
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Net Flows % of MV
Turnover Ratio
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Reduced Holdings
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Decreased Positions
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Analytics
Portfolio insights and performance metrics for AMJ Financial Wealth Management
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