AMJ Financial Wealth Management Buys Boyd Gaming Corp, Thermo Fisher Scientific Inc, Targa Resources Corp, Sells CrowdStrike Holdings Inc, Comcast Corp, Anthem Inc

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Feb 10, 2022
Investment company AMJ Financial Wealth Management (Current Portfolio) buys Boyd Gaming Corp, Thermo Fisher Scientific Inc, Targa Resources Corp, O'Reilly Automotive Inc, Expedia Group Inc, sells CrowdStrike Holdings Inc, Comcast Corp, Anthem Inc, Cloudflare Inc, Pool Corp during the 3-months ended 2021Q4, according to the most recent filings of the investment company, AMJ Financial Wealth Management. As of 2021Q4, AMJ Financial Wealth Management owns 93 stocks with a total value of $277 million. These are the details of the buys and sells.

For the details of AMJ Financial Wealth Management's stock buys and sells, go to https://www.gurufocus.com/guru/amj+financial+wealth+management/current-portfolio/portfolio

These are the top 5 holdings of AMJ Financial Wealth Management
  1. Microsoft Corp (MSFT) - 49,604 shares, 6.02% of the total portfolio. Shares added by 7.71%
  2. BTC iShares Floating Rate Bond ETF (FLOT) - 298,362 shares, 5.46% of the total portfolio. Shares added by 3.74%
  3. Builders FirstSource Inc (BLDR) - 138,211 shares, 4.28% of the total portfolio. Shares added by 0.66%
  4. NVIDIA Corp (NVDA) - 33,437 shares, 3.55% of the total portfolio. Shares reduced by 10.87%
  5. Cloudflare Inc (NET) - 70,548 shares, 3.35% of the total portfolio. Shares reduced by 27.35%
New Purchase: Expedia Group Inc (EXPE)

AMJ Financial Wealth Management initiated holding in Expedia Group Inc. The purchase prices were between $154.43 and $188.43, with an estimated average price of $170.29. The stock is now traded at around $197.770000. The impact to a portfolio due to this purchase was 0.66%. The holding were 10,148 shares as of 2021-12-31.

New Purchase: SPDR Portfolio S&P 500 Growth ETF (SPYG)

AMJ Financial Wealth Management initiated holding in SPDR Portfolio S&P 500 Growth ETF. The purchase prices were between $63.28 and $73.48, with an estimated average price of $69.79. The stock is now traded at around $65.760000. The impact to a portfolio due to this purchase was 0.42%. The holding were 16,070 shares as of 2021-12-31.

New Purchase: Vanguard Growth ETF (VUG)

AMJ Financial Wealth Management initiated holding in Vanguard Growth ETF. The purchase prices were between $286.58 and $325.19, with an estimated average price of $312.45. The stock is now traded at around $288.430000. The impact to a portfolio due to this purchase was 0.23%. The holding were 2,015 shares as of 2021-12-31.

New Purchase: Consumer Discretionary Select Sector SPDR (XLY)

AMJ Financial Wealth Management initiated holding in Consumer Discretionary Select Sector SPDR. The purchase prices were between $179.1 and $211.1, with an estimated average price of $199.24. The stock is now traded at around $185.820000. The impact to a portfolio due to this purchase was 0.22%. The holding were 2,956 shares as of 2021-12-31.

New Purchase: iShares Russell 1000 Value ETF (IWD)

AMJ Financial Wealth Management initiated holding in iShares Russell 1000 Value ETF. The purchase prices were between $156.44 and $168.08, with an estimated average price of $163.37. The stock is now traded at around $165.640000. The impact to a portfolio due to this purchase was 0.11%. The holding were 1,782 shares as of 2021-12-31.

New Purchase: Consumer Staples Select Sector SPDR (XLP)

AMJ Financial Wealth Management initiated holding in Consumer Staples Select Sector SPDR. The purchase prices were between $68.33 and $77.11, with an estimated average price of $72.11. The stock is now traded at around $75.510000. The impact to a portfolio due to this purchase was 0.11%. The holding were 3,985 shares as of 2021-12-31.

Added: Boyd Gaming Corp (BYD)

AMJ Financial Wealth Management added to a holding in Boyd Gaming Corp by 290.48%. The purchase prices were between $56.7 and $67.46, with an estimated average price of $63.4. The stock is now traded at around $70.720000. The impact to a portfolio due to this purchase was 1.5%. The holding were 85,269 shares as of 2021-12-31.

Added: Thermo Fisher Scientific Inc (TMO)

AMJ Financial Wealth Management added to a holding in Thermo Fisher Scientific Inc by 53.41%. The purchase prices were between $569 and $667.24, with an estimated average price of $625.69. The stock is now traded at around $580.280000. The impact to a portfolio due to this purchase was 0.97%. The holding were 11,645 shares as of 2021-12-31.

Added: Targa Resources Corp (TRGP)

AMJ Financial Wealth Management added to a holding in Targa Resources Corp by 55.52%. The purchase prices were between $48.98 and $57.83, with an estimated average price of $53.67. The stock is now traded at around $62.130000. The impact to a portfolio due to this purchase was 0.9%. The holding were 133,061 shares as of 2021-12-31.

Added: O'Reilly Automotive Inc (ORLY)

AMJ Financial Wealth Management added to a holding in O'Reilly Automotive Inc by 39.00%. The purchase prices were between $598.28 and $708.14, with an estimated average price of $650.29. The stock is now traded at around $658.450000. The impact to a portfolio due to this purchase was 0.77%. The holding were 10,793 shares as of 2021-12-31.

Added: Entegris Inc (ENTG)

AMJ Financial Wealth Management added to a holding in Entegris Inc by 30.31%. The purchase prices were between $120.15 and $154.75, with an estimated average price of $140.22. The stock is now traded at around $131.730000. The impact to a portfolio due to this purchase was 0.53%. The holding were 45,571 shares as of 2021-12-31.

Added: Fifth Third Bancorp (FITB)

AMJ Financial Wealth Management added to a holding in Fifth Third Bancorp by 22.94%. The purchase prices were between $41.18 and $45.59, with an estimated average price of $43.75. The stock is now traded at around $49.120000. The impact to a portfolio due to this purchase was 0.45%. The holding were 153,845 shares as of 2021-12-31.

Sold Out: CrowdStrike Holdings Inc (CRWD)

AMJ Financial Wealth Management sold out a holding in CrowdStrike Holdings Inc. The sale prices were between $194.71 and $293.18, with an estimated average price of $242.83.

Sold Out: Comcast Corp (CMCSA)

AMJ Financial Wealth Management sold out a holding in Comcast Corp. The sale prices were between $47.71 and $57.4, with an estimated average price of $52.

Sold Out: Anthem Inc (ANTM)

AMJ Financial Wealth Management sold out a holding in Anthem Inc. The sale prices were between $370.08 and $467.67, with an estimated average price of $421.99.

Sold Out: Activision Blizzard Inc (ATVI)

AMJ Financial Wealth Management sold out a holding in Activision Blizzard Inc. The sale prices were between $57.28 and $81.19, with an estimated average price of $68.02.

Sold Out: Crown Castle International Corp (CCI)

AMJ Financial Wealth Management sold out a holding in Crown Castle International Corp. The sale prices were between $167.81 and $208.74, with an estimated average price of $185.09.

Sold Out: Emerson Electric Co (EMR)

AMJ Financial Wealth Management sold out a holding in Emerson Electric Co. The sale prices were between $86.79 and $100.15, with an estimated average price of $94.1.



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