HTTP://WWW.AJWEALTHLLC.COM NEW YORK, NY Investment Advisor How do I update this listing?

AJ Wealth Strategies is based out of New York. AJ Wealth Strategies is a large advisory firm with 250 clients and discretionary assets under management (AUM) of $708,000,000 (Form ADV from 2018-10-01). Their last reported 13F filing for Q3 2019 included $758,196,000 in managed 13F securities and a top 10 holdings concentration of 67.4%. AJ Wealth Strategies's largest holding is Schwab U.S. Large-Cap ETF with shares held of 1,601,275. Whalewisdom has at least 12 13F filings

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13F Sector Allocation Over Time


13F Activity

  • Market Value $758.196 Million
  • Prior Market Value $678.37 Million
  • New Purchases19 stocks
  • Additional Purchases41 stocks
  • Sold out of8 stocks
  • Reduced holdings in27 stocks
  • Top 10 Holdings % 67.40 %
  • Turnover % [1]:23.08%
  • Turnover Alt % [2]: 17.78 %
  • Time Held Top20:6.70 quarters
  • Time Held Top10:6.50 quarters
  • Time Held All:6.31 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2019-05-15

Performance for Q1 2019: 2.43%
Performance Last 4 Quarters: 2.15%
Performance Metrics
Stats are not available for the latest quarter

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13F Filings Available:
  • 2019-09-30 - 13F-HR (Subscription required)
  • 2019-06-30 - 13F-HR (Subscription required)
  • 2019-03-31 - 13F-HR (Subscription required)
  • 2018-12-31 - 13F-HR (Subscription required)
  • 2018-09-30 - 13F-HR (Subscription required)
  • 2018-06-30 - 13F-HR (Subscription required)
  • 2018-03-31 - 13F-HR (Subscription required)
  • 2017-12-31 - 13F-HR (Subscription required)
  • 2017-09-30 - 13F-HR (Subscription required)
  • 2017-06-30 - 13F-HR (Subscription required)
  • 2017-03-31 - 13F-HR (Subscription required)
  • 2016-12-31 - 13F-HR (Subscription required)

View Last Form Adv Compilation Report on Record

NEW YORK NY    10004
Country: United States

Business Phone: (212) 729-7750
Fax: 888-712-1647
Professional Investment Advisor Data
SEC Registration as : Large Advisory Firm
Form of Organization: Limited Liability Company
Organized in: NY
Number of employees: 24
Other Business Activities:
Advisor Fees/Compensation: Percentage of assets under management,Fixed fees
Amount of client funds and securities: 79,660,200
Total Number of Clients: 250
Amount of client funds and securities by related persons: 62,197,700
Total Number of clients from related persons: 21
Data above was derived from SEC filings.

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