Aj Wealth Strategies 13F annual report
Aj Wealth Strategies is an investment fund managing more than $1.99 trillion ran by Scott Bradtmiller. There are currently 195 companies in Mr. Bradtmiller’s portfolio. The largest investments include Schwab Strategic Tr and Vanguard Index Fds, together worth $625 billion.
Limited to 30 biggest holdings
$1.99 trillion Assets Under Management (AUM)
As of 13th July 2023, Aj Wealth Strategies’s top holding is 8,206,824 shares of Schwab Strategic Tr currently worth over $414 billion and making up 20.9% of the portfolio value.
In addition, the fund holds 658,527 shares of Vanguard Index Fds worth $211 billion.
The third-largest holding is Ishares Tr worth $437 billion and the next is Wisdomtree Tr worth $79.3 billion, with 1,592,259 shares owned.
Currently, Aj Wealth Strategies's portfolio is worth at least $1.99 trillion. The total portfolio value may be much higher due to cash
assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
Careers at Aj Wealth Strategies
The Aj Wealth Strategies office and employees reside in New York, New York. According to the last 13-F report filed with the SEC, Scott Bradtmiller serves as the Chief Compliance Officer at Aj Wealth Strategies.
Recent trades
In the most recent 13F filing, Aj Wealth Strategies revealed that it had opened a new position in
Ishares Gold Tr and bought 867,947 shares worth $31.6 billion.
The investment fund also strengthened its position in Vanguard Index Fds by buying
101,671 additional shares.
This makes their stake in Vanguard Index Fds total 658,527 shares worth $211 billion.
On the other hand, there are companies that Aj Wealth Strategies is getting rid of from its portfolio.
Aj Wealth Strategies closed its position in Invesco Exchange Traded Fd T on 20th July 2023.
It sold the previously owned 305,694 shares for $11.8 million.
Scott Bradtmiller also disclosed a decreased stake in Schwab Strategic Tr by approximately 0.1%.
This leaves the value of the investment at $414 billion and 8,206,824 shares.
One of the largest hedge funds
The two most similar investment funds to Aj Wealth Strategies are Fpr Partners and Itau Unibanco S.A.. They manage $1.99 trillion and $1.99 trillion respectively.
Scott Bradtmiller investment strategy
Aj Wealth Strategies’s portfolio is diversified across 12 sectors.
Currently, their heaviest sector is Technology — making up 3.4% of
the total portfolio value.
The fund focuses on investments in the United States as
41.5% of the portfolio companies
are based in the United States.
The majority of the companies in the fund’s portfolio are large-cap stocks.
Stocks with a size of more than $10 billion in market cap make up
29% of the total holdings value.
On the other hand, small-cap stocks make up only 2.6% of the portfolio.
The average market cap of the portfolio companies is close to $152 billion.
The complete list of Aj Wealth Strategies trades based on 13F SEC filings
These positions were updated on July 20th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.
| Security | Shares Owned | Value | Allocation |
|---|---|---|---|
| Schwab Strategic Tr |
6.21%
8,206,824
|
$414,219,180,000 | 20.85% |
| Vanguard Index Fds |
18.26%
658,527
|
$211,235,459,000 | 10.63% |
| Ishares Tr |
14.25%
4,953,663
|
$436,691,235,000 | 21.98% |
| Wisdomtree Tr |
17.77%
1,592,259
|
$79,259,809,000 | 3.99% |
| Invesco Exch Trd Slf Idx Fd |
10.39%
1,522,464
|
$74,350,674,000 | 3.74% |
| Spdr Ser Tr |
7.12%
1,252,159
|
$105,656,328,000 | 5.32% |
| Invesco Exchange Traded Fd T |
167.13%
417,693
|
$47,521,561,000 | 2.39% |
| Spdr S&p 500 Etf Tr |
6.94%
88,385
|
$39,179,298,000 | 1.97% |
| Vanguard Star Fds |
25.96%
622,663
|
$34,918,925,000 | 1.76% |
| VanEck ETF Trust |
48.60%
1,467,344
|
$47,278,046,000 | 2.38% |
| Ishares Gold Tr |
Opened
867,947
|
$31,584,604,000 | 1.59% |
| Select Sector Spdr Tr |
494.87%
436,403
|
$35,363,327,000 | 1.78% |
| Vanguard Specialized Funds |
9.79%
155,143
|
$25,199,899,000 | 1.27% |
| Vanguard Malvern Fds |
46.44%
531,106
|
$25,185,028,000 | 1.27% |
| First Tr Exchange-traded Fd |
70.13%
299,599
|
$17,799,177,000 | 0.90% |
| ZoomInfo Technologies Inc. |
404.64%
669,646
|
$17,002,312,000 | 0.86% |
| Ishares Silver Tr |
Opened
718,736
|
$15,014,402,000 | 0.76% |
| Apple Inc |
6.41%
70,804
|
$13,733,859,000 | 0.69% |
| Microsoft Corporation |
2.42%
39,713
|
$13,523,927,000 | 0.68% |
| Invesco Exch Traded Fd Tr Ii |
40.43%
300,664
|
$14,694,841,000 | 0.74% |
| Amazon.com Inc. |
0.69%
97,939
|
$12,767,338,000 | 0.64% |
| Corcept Therapeutics Inc |
No change
509,934
|
$11,346,032,000 | 0.57% |
| Flexshares Tr |
509.16%
476,748
|
$11,217,870,000 | 0.56% |
| Alphabet Inc |
0.95%
124,707
|
$15,044,362,000 | 0.76% |
| Vanguard World Fds |
133.66%
101,141
|
$11,492,356,000 | 0.58% |
| Super Group Sghc Limited |
Opened
3,340,857
|
$9,688,485,000 | 0.49% |
| Airbnb, Inc. |
55.58%
69,188
|
$8,867,134,000 | 0.45% |
| Vanguard Scottsdale Fds |
1.94%
200,835
|
$10,498,456,000 | 0.53% |
| Pimco Etf Tr |
3.09%
214,294
|
$13,947,449,000 | 0.70% |
| Sixth Street Specialty Lendi |
40.28%
363,087
|
$6,786,094,000 | 0.34% |
| Spdr Gold Tr |
6.97%
34,625
|
$6,172,599,000 | 0.31% |
| Meta Platforms Inc |
4.30%
19,639
|
$5,636,000,000 | 0.28% |
| Marathon Oil Corporation |
No change
228,243
|
$5,254,154,000 | 0.26% |
| J P Morgan Exchange Traded F |
4.58%
145,942
|
$7,554,239,000 | 0.38% |
| Berkshire Hathaway Inc. |
2.11%
7,517
|
$7,220,518,000 | 0.36% |
| Devon Energy Corp. |
2.36%
92,748
|
$4,483,438,000 | 0.23% |
| Spdr Dow Jones Indl Average |
0.08%
11,826
|
$4,066,444,000 | 0.20% |
| Invesco Currencyshares Cdn D |
Opened
51,472
|
$3,804,393,000 | 0.19% |
| Red Rock Resorts Inc |
No change
80,224
|
$3,752,879,000 | 0.19% |
| NVIDIA Corp |
5.91%
7,780
|
$3,291,089,000 | 0.17% |
| Championx Corporation |
No change
105,474
|
$3,273,913,000 | 0.16% |
| HCA Healthcare Inc |
15.84%
10,428
|
$3,164,689,000 | 0.16% |
| Diamondback Energy Inc |
0.15%
23,615
|
$3,102,066,000 | 0.16% |
| JPMorgan Chase & Co. |
68.03%
20,894
|
$3,038,841,000 | 0.15% |
| Halliburton Co. |
0.20%
86,872
|
$2,865,907,000 | 0.14% |
| Xometry Inc |
No change
133,420
|
$2,825,836,000 | 0.14% |
| Vanguard Bd Index Fds |
0.36%
36,690
|
$2,772,696,000 | 0.14% |
| Ssga Active Etf Tr |
No change
68,156
|
$2,763,726,000 | 0.14% |
| Nu Hldgs Ltd |
71.19%
326,499
|
$2,576,077,000 | 0.13% |
| Potbelly Corp |
9.58%
292,752
|
$2,570,363,000 | 0.13% |
| Ishares Inc |
No change
51,793
|
$2,552,877,000 | 0.13% |
| Accel Entertainment Inc |
51.57%
235,242
|
$2,484,156,000 | 0.13% |
| Costco Whsl Corp New |
27.73%
4,294
|
$2,311,808,000 | 0.12% |
| Salesforce Inc |
15.99%
9,562
|
$2,020,068,000 | 0.10% |
| Dropbox Inc |
No change
75,624
|
$2,016,892,000 | 0.10% |
| Visa Inc |
2.37%
7,958
|
$1,889,973,000 | 0.10% |
| Kraneshares Tr |
Opened
79,500
|
$1,840,425,000 | 0.09% |
| Ishares Tr |
Opened
54,018
|
$2,545,021,000 | 0.13% |
| Clear Channel Outdoor Hldgs |
No change
1,274,327
|
$1,745,828,000 | 0.09% |
| Abrdn Precious Metals Basket |
Opened
19,420
|
$1,684,879,000 | 0.08% |
| Proshares Tr |
17.21%
54,656
|
$3,193,051,000 | 0.16% |
| Comcast Corp New |
24.79%
37,056
|
$1,539,677,000 | 0.08% |
| Goldman Sachs Group, Inc. |
42.41%
4,728
|
$1,524,969,000 | 0.08% |
| Blade Air Mobility Inc |
No change
372,662
|
$1,468,288,000 | 0.07% |
| Vanguard Intl Equity Index F |
5.96%
60,437
|
$3,425,471,000 | 0.17% |
| Magnite Inc |
No change
100,000
|
$1,365,000,000 | 0.07% |
| Vanguard Tax-managed Fds |
14.95%
27,998
|
$1,292,966,000 | 0.07% |
| ServiceNow Inc |
0.55%
2,204
|
$1,238,582,000 | 0.06% |
| Vanguard Scottsdale Fds |
Opened
26,212
|
$1,625,060,000 | 0.08% |
| Global X Fds |
No change
40,298
|
$1,429,944,000 | 0.07% |
| Listed Fd Tr |
14.93%
37,929
|
$1,159,490,000 | 0.06% |
| DoorDash Inc |
135.22%
14,485
|
$1,106,944,000 | 0.06% |
| Mfa Finl Inc |
No change
94,414
|
$1,061,213,000 | 0.05% |
| American Intl Group Inc |
No change
18,105
|
$1,041,762,000 | 0.05% |
| Jefferies Finl Group Inc |
39.18%
31,337
|
$1,039,448,000 | 0.05% |
| Walmart Inc |
5.37%
6,490
|
$1,020,175,000 | 0.05% |
| Schwab Charles Corp |
2.56%
17,977
|
$1,018,950,000 | 0.05% |
| Playa Hotels & Resorts Nv |
0.89%
123,243
|
$1,003,198,000 | 0.05% |
| Spotify Technology S.A. |
53.87%
6,179
|
$992,038,000 | 0.05% |
| Conocophillips |
2.60%
9,565
|
$991,030,000 | 0.05% |
| MongoDB Inc |
1.19%
2,390
|
$982,266,000 | 0.05% |
| Disney Walt Co |
18.84%
10,882
|
$971,545,000 | 0.05% |
| Blackstone Mtg Tr Inc |
0.49%
44,333
|
$922,573,000 | 0.05% |
| Axon Enterprise Inc |
2.05%
4,627
|
$902,820,000 | 0.05% |
| Archer Aviation Inc |
No change
208,899
|
$860,664,000 | 0.04% |
| Chipotle Mexican Grill |
No change
402
|
$859,878,000 | 0.04% |
| Carrols Restaurant Group Inc. |
No change
162,857
|
$820,799,000 | 0.04% |
| Heritage Comm Corp |
2.82%
99,086
|
$820,431,000 | 0.04% |
| Spdr Ser Tr |
Opened
28,217
|
$1,255,860,000 | 0.06% |
| SM Energy Co |
1.04%
22,445
|
$709,926,000 | 0.04% |
| NextEra Energy Inc |
28.59%
9,509
|
$705,565,000 | 0.04% |
| Abrdn Global Dynamic Dividen |
0.29%
72,571
|
$692,330,000 | 0.03% |
| Ares Capital Corp |
28.46%
36,541
|
$686,608,000 | 0.03% |
| Zimmer Biomet Holdings Inc |
1.25%
4,698
|
$684,029,000 | 0.03% |
| Exxon Mobil Corp. |
11.23%
6,151
|
$659,695,000 | 0.03% |
| Energy Transfer L P |
16.86%
51,439
|
$653,275,000 | 0.03% |
| PG&E Corp. |
0.79%
37,175
|
$642,384,000 | 0.03% |
| Zoom Video Communications In |
21.24%
9,439
|
$640,719,000 | 0.03% |
| NGL Energy Partners LP |
Opened
160,349
|
$623,759,000 | 0.03% |
| Civitas Resources Inc |
Opened
8,896
|
$617,143,000 | 0.03% |
| Coinbase Global Inc |
54.52%
8,589
|
$614,543,000 | 0.03% |
| Enstar Group Limited |
No change
2,500
|
$610,600,000 | 0.03% |
| HubSpot Inc |
0.98%
1,131
|
$601,794,000 | 0.03% |
| Accolade, Inc. |
No change
43,557
|
$586,713,000 | 0.03% |
| Cboe Global Mkts Inc |
1.24%
4,249
|
$586,404,000 | 0.03% |
| Wells Fargo Co New |
14.56%
12,994
|
$554,566,000 | 0.03% |
| Four Corners Ppty Tr Inc |
No change
21,121
|
$536,473,000 | 0.03% |
| UBS Group AG |
Opened
26,275
|
$532,594,000 | 0.03% |
| Chevron Corp. |
9.25%
3,378
|
$531,481,000 | 0.03% |
| Center Coast Brkfld Mlp Enrg |
No change
27,310
|
$531,453,000 | 0.03% |
| Vanguard Whitehall Fds |
No change
4,825
|
$511,745,000 | 0.03% |
| Tesla Inc |
5.22%
1,871
|
$489,772,000 | 0.02% |
| Simplify Exchange Traded Fun |
No change
18,977
|
$483,914,000 | 0.02% |
| Toast, Inc. |
51.83%
21,369
|
$482,298,000 | 0.02% |
| Tempur Sealy International Inc |
No change
12,000
|
$480,840,000 | 0.02% |
| Genius Sports Limited |
No change
75,000
|
$464,250,000 | 0.02% |
| Mastercard Incorporated |
1.68%
1,174
|
$461,734,000 | 0.02% |
| Block Inc |
22.03%
6,836
|
$455,073,000 | 0.02% |
| Unity Software Inc. |
Opened
10,126
|
$439,671,000 | 0.02% |
| Johnson & Johnson |
17.05%
2,615
|
$432,778,000 | 0.02% |
| Texas Instrs Inc |
5.49%
2,343
|
$421,868,000 | 0.02% |
| Spdr S&p Midcap 400 Etf Tr |
4.19%
871
|
$416,991,000 | 0.02% |
| Revvity Inc. |
No change
3,493
|
$414,933,000 | 0.02% |
| Marathon Pete Corp |
4.08%
3,545
|
$413,393,000 | 0.02% |
| Dbx Etf Tr |
50.87%
25,132
|
$695,126,000 | 0.03% |
| Centerpoint Energy Inc. |
1.38%
13,498
|
$393,470,000 | 0.02% |
| Okta Inc |
1.88%
5,650
|
$391,828,000 | 0.02% |
| Morgan Stanley |
4.11%
4,581
|
$391,217,000 | 0.02% |
| Martin Marietta Matls Inc |
2.07%
837
|
$386,435,000 | 0.02% |
| Robinhood Mkts Inc |
No change
38,323
|
$382,464,000 | 0.02% |
| PDD Holdings Inc |
2.26%
5,390
|
$372,665,000 | 0.02% |
| Natera Inc |
No change
7,607
|
$370,157,000 | 0.02% |
| Ginkgo Bioworks Holdings Inc |
No change
197,200
|
$366,792,000 | 0.02% |
| Vipshop Holdings Limited |
No change
21,866
|
$360,789,000 | 0.02% |
| Kayne Anderson Energy Infrst |
4.76%
43,926
|
$357,559,000 | 0.02% |
| Cisco Sys Inc |
5.67%
6,558
|
$339,316,000 | 0.02% |
| Blackrock Income Tr Inc |
No change
27,770
|
$337,961,000 | 0.02% |
| Alibaba Group Hldg Ltd |
28.00%
4,023
|
$335,317,000 | 0.02% |
| Ford Mtr Co Del |
48.68%
21,934
|
$331,859,000 | 0.02% |
| Tillys Inc |
No change
44,793
|
$313,999,000 | 0.02% |
| DraftKings Inc. |
Opened
11,787
|
$313,181,000 | 0.02% |
| Southwestern Energy Company |
50.42%
51,230
|
$307,889,000 | 0.02% |
| Service Corp Intl |
No change
4,740
|
$306,157,000 | 0.02% |
| Ichor Holdings Ltd |
No change
8,154
|
$305,775,000 | 0.02% |
| Home Depot, Inc. |
22.00%
965
|
$299,830,000 | 0.02% |
| Invesco Db Multi-sector Comm |
No change
21,116
|
$298,158,000 | 0.02% |
| Procter And Gamble Co |
15.97%
1,939
|
$294,157,000 | 0.01% |
| Lilly Eli & Co |
Opened
620
|
$290,842,000 | 0.01% |
| Activision Blizzard Inc |
25.21%
3,432
|
$289,318,000 | 0.01% |
| Guardant Health Inc |
No change
8,048
|
$288,118,000 | 0.01% |
| Boeing Co. |
8.36%
1,361
|
$287,414,000 | 0.01% |
| Palo Alto Networks Inc |
Opened
1,119
|
$285,916,000 | 0.01% |
| Pacer Fds Tr |
35.94%
5,965
|
$285,545,000 | 0.01% |
| NMI Holdings Inc |
Opened
10,836
|
$279,786,000 | 0.01% |
| International Business Machs |
4.97%
2,068
|
$276,659,000 | 0.01% |
| Global X Fds |
Opened
7,231
|
$272,247,000 | 0.01% |
| Snowflake Inc. |
33.32%
1,531
|
$269,425,000 | 0.01% |
| Direxion Shs Etf Tr |
23.11%
3,497
|
$269,199,000 | 0.01% |
| Endeavor Group Hldgs Inc |
No change
11,110
|
$265,751,000 | 0.01% |
| Ishares Inc |
Opened
6,457
|
$261,250,000 | 0.01% |
| Progyny Inc |
Opened
6,395
|
$251,579,000 | 0.01% |
| American Tower Corp. |
4.95%
1,272
|
$246,692,000 | 0.01% |
| Lululemon Athletica inc. |
Opened
640
|
$242,240,000 | 0.01% |
| Palantir Technologies Inc. |
No change
15,554
|
$238,443,000 | 0.01% |
| Nuveen New York Amt Qlt Muni |
No change
23,006
|
$238,112,000 | 0.01% |
| Apollo Global Mgmt Inc |
Opened
3,080
|
$236,575,000 | 0.01% |
| Merck & Co Inc |
Opened
2,023
|
$233,461,000 | 0.01% |
| Duolingo, Inc. |
Opened
1,621
|
$231,706,000 | 0.01% |
| Lockheed Martin Corp. |
9.43%
499
|
$229,654,000 | 0.01% |
| Blackstone Inc |
86.33%
2,466
|
$229,281,000 | 0.01% |
| General Electric Co. |
Opened
1,994
|
$219,094,000 | 0.01% |
| EQT Corp |
Opened
5,263
|
$216,467,000 | 0.01% |
| Unitedhealth Group Inc |
Opened
449
|
$215,786,000 | 0.01% |
| Eaton Vance New York Mun Bd |
No change
22,503
|
$211,528,000 | 0.01% |
| Pfizer Inc. |
0.35%
5,747
|
$210,800,000 | 0.01% |
| Blackrock Cap Invt Corp |
No change
64,066
|
$210,136,000 | 0.01% |
| Vanguard Bd Index Fds |
Opened
2,762
|
$207,769,000 | 0.01% |
| HDFC Bank Ltd. |
73.61%
2,969
|
$206,939,000 | 0.01% |
| Agnc Invt Corp |
6.60%
20,337
|
$206,012,000 | 0.01% |
| Catalyst Pharmaceuticals Inc |
No change
15,241
|
$204,839,000 | 0.01% |
| Citigroup Inc |
Opened
4,362
|
$200,816,000 | 0.01% |
| FinVolution Group |
4.33%
41,523
|
$191,006,000 | 0.01% |
| Golub Cap Bdc Inc |
4.96%
12,636
|
$170,587,000 | 0.01% |
| FIGS, Inc. |
9.97%
18,007
|
$148,918,000 | 0.01% |
| Olo Inc |
No change
19,050
|
$123,063,000 | 0.01% |
| Comstock Res Inc |
Opened
10,236
|
$118,734,000 | 0.01% |
| Tpg Re Fin Tr Inc |
50.15%
15,950
|
$118,190,000 | 0.01% |
| BioVie Inc. |
Opened
23,474
|
$101,173,000 | 0.01% |
| Sculptor Cap Mgmt |
Opened
11,410
|
$100,750,000 | 0.01% |
| BRC Inc. |
No change
14,748
|
$76,100,000 | 0.00% |
| Bark Inc |
No change
34,394
|
$45,744,000 | 0.00% |
| Thredup Inc |
No change
13,413
|
$32,728,000 | 0.00% |
| Danimer Scientific, Inc. |
No change
12,272
|
$29,207,000 | 0.00% |
| Invesco Exchange Traded Fd T |
Closed
305,694
|
$11,819,000 | |
| Invesco Actively Managed Etf |
Closed
268,249
|
$6,628,000 | |
| Flj Group Limited |
Opened
17,758
|
$5,274,000 | 0.00% |
| Tempo Automation Holdings In |
No change
10,357
|
$3,909,000 | 0.00% |
| Vanguard Wellington Fd |
Closed
33,054
|
$3,466,000 | |
| First Tr Exch Traded Fd Iii |
Closed
205,052
|
$3,445,000 | |
| Spdr Ser Tr |
Closed
34,150
|
$2,807,000 | |
| Invesco Exch Traded Fd Tr Ii |
Closed
28,503
|
$2,453,000 | |
| Ishares Tr |
Closed
245,661
|
$6,800,000 | |
| Principal Exchange Traded Fd |
Closed
98,140
|
$1,679,000 | |
| Under Armour Inc |
Closed
99,446
|
$1,010,000 | |
| Proshares Tr |
Closed
16,508
|
$734,000 | |
| Post Holdings Inc |
Closed
5,400
|
$487,000 | |
| Tpg Inc |
Closed
16,141
|
$449,000 | |
| Crowdstrike Holdings Inc |
Closed
3,280
|
$345,000 | |
| Janus Detroit Str Tr |
Closed
7,056
|
$334,000 | |
| Hashicorp Inc |
Closed
11,633
|
$318,000 | |
| Datadog Inc |
Closed
4,142
|
$304,000 | |
| Roblox Corporation |
Closed
9,876
|
$281,000 | |
| Putnam ETF Trust |
Closed
9,256
|
$249,000 | |
| Target Corp |
Closed
1,608
|
$240,000 | |
| RingCentral Inc. |
Closed
6,703
|
$237,000 | |
| Opendoor Technologies Inc. |
Closed
202,817
|
$235,000 | |
| Coca-Cola Co |
Closed
3,355
|
$213,000 | |
| Brookfield Corp |
Closed
6,500
|
$204,000 | |
| PayPal Holdings Inc |
Closed
2,817
|
$201,000 | |
| Aris Water Solutions, Inc. |
Closed
13,142
|
$189,000 | |
| Goldman Sachs BDC Inc |
Closed
13,000
|
$178,000 | |
| Skillz Inc. |
Closed
345,380
|
$175,000 | |
| New York Mtg Tr Inc |
Closed
28,517
|
$73,000 | |
| Sesen Bio Inc. |
Closed
79,365
|
$48,000 | |
| Wheels Up Experience Inc |
Closed
16,000
|
$16,000 | |
| Verastem Inc |
Closed
34,166
|
$14,000 | |
| Impac Mtg Hldgs Inc |
Closed
34,570
|
$6,000 | |
| Lannet Inc |
Closed
12,283
|
$6,000 | |
| Arrival |
Closed
10,000
|
$2,000 | |
| Brooklyn Immunotherapeutics |
Closed
36,001
|
$0 | |
| No transactions found | |||
| Showing first 500 out of 230 holdings | |||
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