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Tammi Ellis

Amj Financial Wealth Management

Assets Managed
$424.006M
Holdings
83
Last Quarter
2026 - Q1
Filed Date
1mo 16d ago
Growth Rate
0.24%(2Q avg: 0.52%)
Sustained Growth
4 quarters

Portfolio positions

This chart displays the top 10 holdings in Amj Financial Wealth Management's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 83 positions.

Assets under management

The assets under management (AUM) of Amj Financial Wealth Management over the past 10 years (40 quarters) show continuous growth in total asset value over the last 4 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 424.006M in assets, with a quarterly growth rate of 0.24% and a 2-quarter average growth rate of 0.52%. The portfolio is managed by Tammi Ellis, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
PULS
Pgim Ultra Short Bond Etf
Recent Activity
Increased 28.83%
7.74%
$32.777M
662,171 shares@ $49.51 avg price
STIP
Ishares 0-5 Year Tips Bond E
Recent Activity
New Position
7.69%
$32.58M
314,997 shares@ $103.44 avg price
PWR
Quanta Services Inc
Recent Activity
Increased 0.65%
3.88%
$16.423M
29,913 shares@ $549.02 avg price
GLW
Corning Inc
Recent Activity
Increased 12.38%
3.71%
$15.713M
115,562 shares@ $135.97 avg price
AMAT
Applied Materials Inc
Recent Activity
Increased 0.55%
3.57%
$15.13M
44,267 shares@ $341.8 avg price
GS
Goldman Sachs Group Inc
Recent Activity
Increased 1.69%
3.15%
$13.319M
15,744 shares@ $846.0 avg price
NEM
Newmont Corp
Recent Activity
Increased 4.18%
2.85%
$12.081M
111,606 shares@ $108.26 avg price
AAPL
Apple Inc
Recent Activity
Increased 35.07%
2.78%
$11.767M
46,367 shares@ $253.79 avg price
WMT
Walmart Inc
Recent Activity
Increased 7.36%
2.72%
$11.513M
92,639 shares@ $124.28 avg price
AVGO
Broadcom Inc
Recent Activity
Decreased -0.09%
2.6%
$11.015M
35,587 shares@ $309.51 avg price

1-10 of 83