AJ WEALTH STRATEGIES, LLC

All 13F Portfolio Filings

Most recent 13F
Q1 2023
Location
New York, NY
CIK
0001744073
All SEC filings
View on sec.gov
Quarter Holdings Value ($000) Form Type Date Filed Filing ID Name
Q1 2023 288 1,918,882 13F-HR 4/28/2023 000194104023000115 AJ WEALTH STRATEGIES, LLC
Q4 2022 300 1,903,180 13F-HR 1/25/2023 000174407323000002 AJ WEALTH STRATEGIES, LLC
Q3 2022 306 1,715,915 13F-HR 10/27/2022 000166509722000012 AJ WEALTH STRATEGIES, LLC
Q2 2022 307 1,898,427 13F-HR 8/4/2022 000174407322000019 AJ WEALTH STRATEGIES, LLC
Q1 2022 322 2,028,334 13F-HR 5/13/2022 000174407322000017 AJ WEALTH STRATEGIES, LLC
Q4 2021 310 2,104,517 13F-HR 1/25/2022 000174407322000002 AJ WEALTH STRATEGIES, LLC
Q3 2021 295 1,852,082 13F-HR 10/20/2021 000174407321000008 AJ WEALTH STRATEGIES, LLC
Q2 2021 271 1,675,510 13F-HR 8/16/2021 000174407321000006 AJ WEALTH STRATEGIES, LLC
Q1 2021 260 1,406,948 13F-HR 5/6/2021 000174407321000004 AJ WEALTH STRATEGIES, LLC
Q4 2020 239 1,149,982 13F-HR 2/16/2021 000174407321000002 AJ WEALTH STRATEGIES, LLC
Q3 2020 223 981,964 13F-HR 11/16/2020 000110922820000009 AJ WEALTH STRATEGIES, LLC
Q2 2020 204 901,263 13F-HR 8/14/2020 000174407320000006 AJ WEALTH STRATEGIES, LLC
Q1 2020 176 737,585 13F-HR 5/15/2020 000174407320000004 AJ WEALTH STRATEGIES, LLC
Q4 2019 121 855,841 13F-HR 2/14/2020 000174407320000002 AJ WEALTH STRATEGIES, LLC
Q3 2019 117 758,196 13F-HR 11/26/2019 000174407319000010 AJ WEALTH STRATEGIES, LLC
Q2 2019 106 678,370 13F-HR 8/19/2019 000174407319000008 AJ WEALTH STRATEGIES, LLC
Q1 2019 108 604,693 13F-HR 5/13/2019 000174407319000005 AJ WEALTH STRATEGIES, LLC
Q4 2018 94 518,450 13F-HR 2/14/2019 000174407319000002 AJ WEALTH STRATEGIES, LLC
Q3 2018 105 540,611 13F-HR 11/15/2018 000174407318000019 AJ WEALTH STRATEGIES, LLC
Q2 2018 97 484,986 13F-HR 7/19/2018 000174407318000017 AJ WEALTH STRATEGIES, LLC
Q1 2018 89 418,944 13F-HR 7/19/2018 000174407318000016 AJ WEALTH STRATEGIES, LLC
Q4 2017 93 400,863 13F-HR 7/19/2018 000174407318000015 AJ WEALTH STRATEGIES, LLC
Q3 2017 80 307,817 13F-HR 7/19/2018 000174407318000013 AJ WEALTH STRATEGIES, LLC
Q2 2017 75 263,627 13F-HR 7/19/2018 000174407318000012 AJ WEALTH STRATEGIES, LLC
Q1 2017 72 229,873 13F-HR 7/19/2018 000174407318000011 AJ WEALTH STRATEGIES, LLC
Q4 2016 67 193,717 13F-HR 7/19/2018 000174407318000009 AJ WEALTH STRATEGIES, LLC