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  Name: AJ WEALTH STRATEGIES LLC
  City: NEW YORK
  State: NY
  Zip: 10004
   
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Portfolio Summary View Filing
  Filing Report Date : 2023-06-30
  Total Value : $2,070,309,000
  Total Value Change : $151,428,000
  Securities Held Change : 9
   
All Securities Held : 297
  New Positions : 20
  Closed Positions : 14
  Increased Positions : 110
  Unchanged Positions : 107
  Decreased Positions : 60

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Holdings Found : 14     View All Holdings Currently Viewing:  Closed Positions     Page 1 of 1
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 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (VSTM)1 Year Chart         VSTM Verastem, Inc. 298 Closed $11.92 $0 0 0% -14,000 -34,166 0    Biotechnology
   (FTY)1 Year Chart         FTY iShares Trust 304 Closed $52.22 $0 0 0% -565,000 -11,212 0    Closed - End Fund - Debt
   (IBTD)1 Year Chart         IBTD Ishares Ibonds Dec 2023 Ter... 310 Closed $0.00 $0 0 0% -1,473,000 -59,358 0    N/A
   (IBTE)1 Year Chart         IBTE Ishares Ibonds Dec 2024 Ter... 303 Closed $0.00 $0 0 0% -744,000 -31,000 0    N/A
   (CNYA)1 Year Chart         CNYA Ishares Msci China A Etf 309 Closed $0.00 $0 0 0% -2,064,000 -63,165 0    N/A
   (IMH)1 Year Chart         IMH Impac Mortgage Holdings Inc 302 Closed $0.02 $0 0 0% -12,000 -34,570 0    Mortgage Investment
   (IBML)1 Year Chart         IBML Ishares Ibonds Dec 2023 Ter... 308 Closed $0.00 $0 0 0% -1,075,000 -42,289 0    N/A
   (UP)1 Year Chart         UP Wheels Up Experience Ord Sh... 301 Closed $2.16 $0 0 0% -20,000 -32,000 0    N/A
   (SLY)1 Year Chart         SLY streetTRACKS Series Trust -... 307 Closed $85.99 $0 0 0% -757,000 -9,013 0    Closed - End Fund - E...
   (TLT)1 Year Chart         TLT iShares Tr Lehman 20+yr Tres 300 Closed $90.63 $0 0 0% -2,035,000 -19,131 0    Closed - End Fund - E...
   (SPYV)1 Year Chart         SPYV SPDR Dow Jones Wilshire Lar... 306 Closed $49.28 $0 0 0% -830,000 -20,384 0    Closed - End Fund - E...
   (IBMM)1 Year Chart         IBMM Ishares Ibonds Dec 2024 Ter... 299 Closed $0.00 $0 0 0% -1,004,000 -38,806 0    N/A
   (FRC)1 Year Chart         FRC First Republic Bank 305 Closed $0.03 $0 0 0% -444,000 -31,738 0    Savings & Loans
   (SKLZ)1 Year Chart         SKLZ Skillz Inc 311 Closed $6.40 $0 0 0% -205,000 -345,380 0    N/A
      14 Records Found
  1    
Page 1 of 1
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