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AJ Wealth Strategies, LLC

CIK: 0001744073 | NEW YORK, NY

Q1 2023 vs Q2 2023 ComparisonProfile

Filing History

QuarterForm TypeHoldingsValueFiledSEC
Q2 2023
13F-HR297$2.1B2023-07-20SEC ↗
Q1 2023
13F-HR288$1.9B2023-04-28SEC ↗
Q4 2022
13F-HR300$50.1M2023-01-25SEC ↗
Q3 2022
13F-HR306$58.4M2022-10-27SEC ↗
Q2 2022
13F-HR307$43.4M2022-08-04SEC ↗
Q1 2022
13F-HR322$51.3M2022-05-13SEC ↗
Q4 2021
13F-HR310$55.6M2022-01-26SEC ↗
Q3 2021
13F-HR295$57.8M2021-10-20SEC ↗
Q2 2021
13F-HR271$28.5M2021-08-16SEC ↗
Q1 2021
13F-HR260$31.6M2021-05-06SEC ↗
Q4 2020
13F-HR239$21.0M2021-02-16SEC ↗
Q3 2020
13F-HR223$13.9M2020-11-16SEC ↗
Q2 2020
13F-HR204$16.7M2020-08-14SEC ↗
Q1 2020
13F-HR176$11.3M2020-05-15SEC ↗
Q4 2019
13F-HR121$9.6M2020-02-14SEC ↗
Q3 2019
13F-HR117$10.9M2019-11-26SEC ↗
Q2 2019
13F-HR106$9.0M2019-08-19SEC ↗
Q1 2019
13F-HR108$9.5M2019-05-13SEC ↗
Q4 2018
13F-HR94$8.7M2019-02-14SEC ↗
Q3 2018
13F-HR105$9.8M2018-11-15SEC ↗
Q2 2018
13F-HR97$9.8M2018-07-19SEC ↗
Q1 2018
13F-HR89$5.9M2018-07-19SEC ↗
Q4 2017
13F-HR93$4.4M2018-07-19SEC ↗
Q3 2017
13F-HR80$3.7M2018-07-19SEC ↗
Q2 2017
13F-HR75$2.5M2018-07-19SEC ↗
Q1 2017
13F-HR72$2.3M2018-07-19SEC ↗
Q4 2016
13F-HR67$1.6M2018-07-19SEC ↗