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| Name: |
AJ WEALTH STRATEGIES LLC |
| City: |
NEW YORK |
| State: |
NY |
| Zip: |
10004 |
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data |
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| Holdings
Found :
20 |
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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 |
|
IAU |
iShares COMEX Gold Trust |
20 |
New |
$43.65 |
$31,585,000 |
867,947 |
1.53% |
31,585,000 |
867,947 |
0.048 |
Closed - End Fund - E... |
|
|
SLV |
iShares Silver Trust ETF |
30 |
New |
$24.95 |
$15,014,000 |
718,736 |
0.73% |
15,014,000 |
718,736 |
0.117 |
Closed - End Fund - E... |
|
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FXC |
Invesco Currencyshares Cana... |
64 |
New |
$71.19 |
$3,804,000 |
51,472 |
0.18% |
3,804,000 |
51,472 |
2.782 |
Closed - End Fund - E... |
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KBA |
Kraneshares Bosera Msci Chi... |
99 |
New |
$0.00 |
$1,840,000 |
79,500 |
0.09% |
1,840,000 |
79,500 |
0.447 |
N/A |
|
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GLTR |
Aberdeen Standard Physical ... |
103 |
New |
$100.32 |
$1,685,000 |
19,420 |
0.08% |
1,685,000 |
19,420 |
0.237 |
Closed - End Fund - E... |
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VGLT |
Vanguard Long-Term Governm |
119 |
New |
$56.71 |
$1,225,000 |
19,283 |
0.06% |
1,225,000 |
19,283 |
0.008 |
N/A |
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TWOK |
Spdr Russell 2000 |
146 |
New |
$42.15 |
$816,000 |
21,004 |
0.04% |
816,000 |
21,004 |
0.002 |
N/A |
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CIVI |
Civitas Resources Ord Shs |
164 |
New |
$56.10 |
$617,000 |
8,896 |
0.03% |
617,000 |
8,896 |
0.01 |
Independent Oil & Gas |
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U |
Unity Software Inc. |
193 |
New |
$24.10 |
$440,000 |
10,126 |
0.02% |
440,000 |
10,126 |
0 |
N/A |
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DKNG |
Draftkings Inc Class A |
225 |
New |
$0.00 |
$313,000 |
11,787 |
0.02% |
313,000 |
11,787 |
0.003 |
N/A |
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LLY |
Eli Lilly & Co |
239 |
New |
$775.00 |
$291,000 |
620 |
0.01% |
291,000 |
620 |
0 |
Drug Manufacturers - ... |
|
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SHV |
iShares Barclays Short Trea... |
261 |
New |
$110.15 |
$245,000 |
2,220 |
0.01% |
245,000 |
2,220 |
0.001 |
Closed - End Fund - E... |
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LULU |
Lululemon Athletica Inc |
262 |
New |
$345.61 |
$242,000 |
640 |
0.01% |
242,000 |
640 |
0.001 |
Textile - Apparel Clo... |
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APO |
Apollo Global Management LLC |
266 |
New |
$113.32 |
$237,000 |
3,080 |
0.01% |
237,000 |
3,080 |
0.001 |
Diversified Investments |
|
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MRK |
Merck & Co Inc |
267 |
New |
$131.20 |
$233,000 |
2,023 |
0.01% |
233,000 |
2,023 |
0 |
Drug Manufacturers - ... |
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GE |
General Electric Co |
271 |
New |
$168.86 |
$219,000 |
1,994 |
0.01% |
219,000 |
1,994 |
0 |
Conglomerates |
|
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UNH |
Unitedhealth Group Inc |
273 |
New |
$503.21 |
$216,000 |
449 |
0.01% |
216,000 |
449 |
0.001 |
Health Care Plans |
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EQT |
EQT Corp |
274 |
New |
$40.09 |
$216,000 |
5,263 |
0.01% |
216,000 |
5,263 |
0.001 |
Gas Utilities |
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C |
Citigroup Inc |
283 |
New |
$62.75 |
$201,000 |
4,362 |
0.01% |
201,000 |
4,362 |
0 |
Domestic Money Center... |
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OZM |
Sculptor Capital Management |
291 |
New |
$20.47 |
$101,000 |
11,410 |
0% |
101,000 |
11,410 |
0 |
Asset Management |
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