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Humidity70%
Wind20.5 km/h
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Rain86%
Sunrise05:58 AM
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Time6:05 PM
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Cayman Journal
29 April 2026
13F HOLDINGS REPORT

AJ WEALTH STRATEGIES, LLC

Quarter ended Q3 2023 · Filed July 20, 2023 · Accession 0001941040-23-000166

Total Value
$2.07B
Positions
297
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (297)

#IssuerTicker / CUSIPSharesValue% of Filing
1SCHWAB STRATEGIC TR8085242013,792,444$198.6M9.59%
2VANGUARD INDEX FDS922908363376,933$153.5M7.42%
3ISHARES TR46436E7181,323,537$133.2M6.43%
4INVESCO QQQ TRIVZ218,352$80.7M3.90%
5WISDOMTREE TRWT1,529,063$76.9M3.72%
6INVESCO EXCH TRD SLF IDX FDIVZ1,505,239$73.7M3.56%
7SPDR SER TR78468R523682,188$67.9M3.28%
8ISHARES TR464287226672,957$65.9M3.18%
9SCHWAB STRATEGIC TR8085248051,723,880$61.5M2.97%
10SCHWAB STRATEGIC TR808524508862,311$61.2M2.96%
11SCHWAB STRATEGIC TR8085246071,313,951$57.6M2.78%
12ISHARES TR46429B697750,182$55.8M2.69%
13ISHARES TR464288414465,142$49.6M2.40%
14INVESCO EXCHANGE TRADED FD TIVZ302,943$45.3M2.19%
15SPDR S&P 500 ETF TRSPY88,385$39.2M1.89%
16VANGUARD STAR FDS921909768622,663$34.9M1.69%
17VANECK ETF TRUST92189F1061,157,833$34.9M1.68%
18ISHARES TR46429B747346,606$33.7M1.63%
19ISHARES TR46434V860650,880$33.0M1.59%
20ISHARES GOLD TRIAU867,947$31.6M1.53%
21SELECT SECTOR SPDR TR81369Y506380,509$30.9M1.49%
22VANGUARD SPECIALIZED FUNDS921908844155,143$25.2M1.22%
23VANGUARD MALVERN FDS922020805531,106$25.2M1.22%
24SCHWAB STRATEGIC TR808524300323,545$24.2M1.17%
25SPDR SER TR78464A805409,619$22.3M1.08%
26VANGUARD INDEX FDS92290862988,300$19.4M0.94%
27FIRST TR EXCHANGE-TRADED FD33739Q408299,599$17.8M0.86%
28ZOOMINFO TECHNOLOGIES INCGTM669,646$17.0M0.82%
29VANGUARD INDEX FDS92290875177,214$15.4M0.74%
30ISHARES SILVER TRSLV718,736$15.0M0.73%
31APPLE INCAAPL70,804$13.7M0.66%
32ISHARES TR464288588145,978$13.6M0.66%
33MICROSOFT CORPMSFT39,713$13.5M0.65%
34INVESCO EXCH TRADED FD TR IIIVZ207,395$13.0M0.63%
35AMAZON COM INCAMZN97,939$12.8M0.62%
36CORCEPT THERAPEUTICS INCCORT509,934$11.3M0.55%
37FLEXSHARES TRFLEX476,748$11.2M0.54%
38ALPHABET INCGOOG92,074$11.1M0.54%
39SPDR SER TR78468R663113,534$10.4M0.50%
40VANGUARD WORLD FDS92204A30690,463$10.2M0.49%
41SUPER GROUP SGHC LIMITEDSGHC3,340,857$9.7M0.47%
42VANGUARD INDEX FDS92290876940,627$8.9M0.43%
43AIRBNB INCABNB69,188$8.9M0.43%
44VANGUARD INDEX FDS92290863743,645$8.8M0.43%
45VANGUARD SCOTTSDALE FDS92206C771189,780$8.7M0.42%
46ISHARES TR46428720018,342$8.2M0.39%
47PIMCO ETF TR72201R205149,082$7.5M0.36%
48SIXTH STREET SPECIALTY LENDITSLX363,087$6.8M0.33%
49VANECK ETF TRUST92189H201136,353$6.3M0.30%
50SPDR GOLD TRGLD34,625$6.2M0.30%
51SCHWAB STRATEGIC TR80852479779,272$5.8M0.28%
52META PLATFORMS INCMETA19,639$5.6M0.27%
53PIMCO ETF TR72201R83355,752$5.6M0.27%
54MARATHON OIL CORPMARA228,243$5.3M0.25%
55VANECK ETF TRUST92189F791145,261$5.2M0.25%
56J P MORGAN EXCHANGE TRADED F46641Q837100,339$5.0M0.24%
57BERKSHIRE HATHAWAY INC DELBRK-A9$4.7M0.23%
58SPDR SER TR78464A76336,688$4.5M0.22%
59DEVON ENERGY CORP NEW25179M10392,748$4.5M0.22%
60ISHARES TR46432F33931,765$4.3M0.21%
61ISHARES TR46428835673,339$4.2M0.20%
62SPDR DOW JONES INDL AVERAGE78467X10911,826$4.1M0.20%
63ALPHABET INCGOOG32,633$3.9M0.19%
64INVESCO CURRENCYSHARES CDN DIVZ51,472$3.8M0.18%
65RED ROCK RESORTS INCRRR80,224$3.8M0.18%
66ISHARES TR46435G32659,314$3.6M0.18%
67SCHWAB STRATEGIC TR80852410266,247$3.4M0.17%
68NVIDIA CORPORATIONNVDA7,780$3.3M0.16%
69CHAMPIONX CORPORATION15872M104105,474$3.3M0.16%
70ISHARES TR46428750712,406$3.2M0.16%
71HCA HEALTHCARE INCHCA10,428$3.2M0.15%
72DIAMONDBACK ENERGY INCFANG23,615$3.1M0.15%
73JPMORGAN CHASE & COVYLD20,894$3.0M0.15%
74ISHARES TR464288448112,044$3.0M0.14%
75HALLIBURTON COHAL86,872$2.9M0.14%
76XOMETRY INCXMTR133,420$2.8M0.14%
77VANGUARD BD INDEX FDS92193782736,690$2.8M0.13%
78SSGA ACTIVE ETF TR78467V84868,156$2.8M0.13%
79NU HLDGS LTDNU326,499$2.6M0.12%
80POTBELLY CORP73754Y100292,752$2.6M0.12%
81BERKSHIRE HATHAWAY INC DELBRK-A7,508$2.6M0.12%
82ISHARES INC46434G10351,793$2.6M0.12%
83J P MORGAN EXCHANGE TRADED F46641Q33245,603$2.5M0.12%
84ACCEL ENTERTAINMENT INCACEL235,242$2.5M0.12%
85SELECT SECTOR SPDR TR81369Y80313,299$2.3M0.11%
86COSTCO WHSL CORP NEW22160K1054,294$2.3M0.11%
87ISHARES TR46428740814,198$2.3M0.11%
88ISHARES TR46428864645,459$2.3M0.11%
89ISHARES TR46428765512,060$2.3M0.11%
90PLAINS ALL AMERN PIPELINE L726503105150,717$2.1M0.10%
91ISHARES TR4642876147,677$2.1M0.10%
92ISHARES TR46428815820,032$2.1M0.10%
93SALESFORCE INCCRM9,562$2.0M0.10%
94DROPBOX INCDBX75,624$2.0M0.10%
95VANGUARD INDEX FDS9229087366,999$2.0M0.10%
96VANGUARD INDEX FDS92290874413,679$1.9M0.09%
97INVESCO EXCHANGE TRADED FD TIVZ107,617$1.9M0.09%
98VISA INCV7,958$1.9M0.09%
99KRANESHARES TR50076740579,500$1.8M0.09%
100ISHARES TR46428723445,058$1.8M0.09%
101CLEAR CHANNEL OUTDOOR HLDGSCCO1,274,327$1.7M0.08%
102ISHARES TR46428880218,100$1.7M0.08%
103ABRDN PRECIOUS METALS BASKETGLTR19,420$1.7M0.08%
104PROSHARES TR74347R24830,382$1.6M0.07%
105COMCAST CORP NEWCCZ37,056$1.5M0.07%
106GOLDMAN SACHS GROUP INCGSCE4,728$1.5M0.07%
107SELECT SECTOR SPDR TR81369Y88622,986$1.5M0.07%
108VANGUARD SCOTTSDALE FDS92206C7307,319$1.5M0.07%
109BLADE AIR MOBILITY INCSRTAW372,662$1.5M0.07%
110ISHARES TR46428857016,648$1.4M0.07%
111VANGUARD INTL EQUITY INDEX F92204285834,245$1.4M0.07%
112MAGNITE INCMGNI100,000$1.4M0.07%
113PROSHARES TR74348A46714,321$1.4M0.07%
114ISHARES TR46428780413,004$1.3M0.06%
115VANGUARD TAX-MANAGED FDS92194385827,998$1.3M0.06%
116VANGUARD INTL EQUITY INDEX F92204274213,157$1.3M0.06%
117ISHARES TR4642876225,193$1.3M0.06%
118SERVICENOW INCNOW2,204$1.2M0.06%
119VANGUARD SCOTTSDALE FDS92206C84719,283$1.2M0.06%
120GLOBAL X FDS37954Y34328,243$1.2M0.06%
121LISTED FD TR53656F62337,929$1.2M0.06%
122DOORDASH INCDASH14,485$1.1M0.05%
123MFA FINL INC55272X60794,414$1.1M0.05%
124AMERICAN INTL GROUP INC02687478418,105$1.0M0.05%
125JEFFERIES FINL GROUP INC47233W10931,337$1.0M0.05%
126WISDOMTREE TRWT23,947$1.0M0.05%
127WALMART INCWMT6,490$1.0M0.05%
128SCHWAB CHARLES CORPSCHW-PJ17,977$1.0M0.05%
129PLAYA HOTELS & RESORTS NVN70544106123,243$1.0M0.05%
130SPOTIFY TECHNOLOGY S ASPOT6,179$992,0380.05%
131CONOCOPHILLIPSCOP9,565$991,0300.05%
132ISHARES TR46428748110,225$988,0730.05%
133MONGODB INCMDB2,390$982,2660.05%
134DISNEY WALT CO25468710610,882$971,5450.05%
135SCHWAB STRATEGIC TR80852440914,269$957,3290.05%
136ISHARES TR46432F84213,703$924,9340.04%
137BLACKSTONE MTG TR INCBX44,333$922,5730.04%
138AXON ENTERPRISE INCAXON4,627$902,8200.04%
139PIMCO ETF TR72201R7189,460$886,7900.04%
140ARCHER AVIATION INCACHR-WT208,899$860,6640.04%
141CHIPOTLE MEXICAN GRILL INCCMG402$859,8780.04%
142ISHARES TR4642871767,989$859,7760.04%
143INVESCO EXCH TRADED FD TR IIIVZ75,000$852,7500.04%
144CARROLS RESTAURANT GROUP INC14574X104162,857$820,7990.04%
145HERITAGE COMM CORPHTBK99,086$820,4310.04%
146SPDR SER TR78468R85321,004$815,7950.04%
147ISHARES TR46428868726,260$812,2170.04%
148WISDOMTREE TRWT24,010$761,1170.04%
149KIMBELL RTY PARTNERS LP49435R10251,359$755,4910.04%
150SM ENERGY COSM22,445$709,9260.03%
151NEXTERA ENERGY INCNEE-PW9,509$705,5650.03%
152ISHARES TR4642875984,462$704,2310.03%
153ABRDN GLOBAL DYNAMIC DIVIDENAGD72,571$692,3300.03%
154ARES CAPITAL CORPARCC36,541$686,6080.03%
155ZIMMER BIOMET HOLDINGS INCZBH4,698$684,0290.03%
156SELECT SECTOR SPDR TR81369Y60519,609$661,0070.03%
157EXXON MOBIL CORPXOM6,151$659,6950.03%
158ENERGY TRANSFER L PET-PI51,439$653,2750.03%
159ISHARES TR46435G5168,944$652,2860.03%
160PG&E CORPPCG-PX37,175$642,3840.03%
161ZOOM VIDEO COMMUNICATIONS INZM9,439$640,7190.03%
162INVESCO EXCH TRD SLF IDX FDIVZ17,225$624,0620.03%
163NGL ENERGY PARTNERS LPNGL-PC160,349$623,7590.03%
164CIVITAS RESOURCES INC17888H1038,896$617,1430.03%
165ISHARES TR46428832311,568$616,1120.03%
166COINBASE GLOBAL INCCOIN8,589$614,5430.03%
167ENSTAR GROUP LIMITEDG3075P1012,500$610,6000.03%
168ISHARES TR4642875151,751$605,6880.03%
169HUBSPOT INCHUBS1,131$601,7940.03%
170VANGUARD INDEX FDS9229085537,112$594,3000.03%
171ACCOLADE INC00437E10243,557$586,7130.03%
172CBOE GLOBAL MKTS INC12503M1084,249$586,4040.03%
173VANGUARD WORLD FDS92204A4057,126$578,9000.03%
174VANECK ETF TRUST92189H6071,930$555,0680.03%
175WELLS FARGO CO NEW94974610112,994$554,5660.03%
176ISHARES TR46434V45615,270$543,6120.03%
177FOUR CORNERS PPTY TR INC35086T10921,121$536,4730.03%
178UBS GROUP AGUBS26,275$532,5940.03%
179CHEVRON CORP NEWCVX3,378$531,4810.03%
180CENTER COAST BRKFLD MLP ENRG15146120927,310$531,4530.03%
181WISDOMTREE TRWT15,239$524,3740.03%
182VANGUARD WHITEHALL FDS9219464064,825$511,7450.02%
183SCHWAB STRATEGIC TR80852467220,870$499,6280.02%
184TESLA INCTSLA1,871$489,7720.02%
185SIMPLIFY EXCHANGE TRADED FUN82889N69918,977$483,9140.02%
186TOAST INCTOST21,369$482,2980.02%
187TEMPUR SEALY INTL INCSGI12,000$480,8400.02%
188GENIUS SPORTS LIMITEDGENI75,000$464,2500.02%
189SCHWAB STRATEGIC TR80852483910,035$463,2160.02%
190MASTERCARD INCORPORATEDMA1,174$461,7340.02%
191BLOCK INCBSQKZ6,836$455,0730.02%
192SPDR SER TR78464A4097,213$440,0650.02%
193UNITY SOFTWARE INCU10,126$439,6710.02%
194JOHNSON & JOHNSONJNJ2,615$432,7780.02%
195ISHARES TR4642874575,329$432,0750.02%
196TEXAS INSTRS INC8825081042,343$421,8680.02%
197SPDR S&P MIDCAP 400 ETF TRMDY871$416,9910.02%
198REVVITY INCRVTY3,493$414,9330.02%
199ISHARES TR4642873095,876$414,1400.02%
200MARATHON PETE CORPMARA3,545$413,3930.02%
201VANGUARD WORLD FDS92204A8762,898$411,9990.02%
202VANGUARD SCOTTSDALE FDS92206C1026,929$400,0110.02%
203VANGUARD INTL EQUITY INDEX F9220428746,472$399,3450.02%
204VANECK ETF TRUST92189F41125,967$398,8520.02%
205DBX ETF TR23305187914,821$396,6100.02%
206CENTERPOINT ENERGY INCCNP13,498$393,4700.02%
207OKTA INCOKTA5,650$391,8280.02%
208MORGAN STANLEYMS-PQ4,581$391,2170.02%
209MARTIN MARIETTA MATLS INC573284106837$386,4350.02%
210ROBINHOOD MKTS INC77070010238,323$382,4640.02%
211PDD HOLDINGS INCPDD5,390$372,6650.02%
212NATERA INCNTRA7,607$370,1570.02%
213GINKGO BIOWORKS HOLDINGS INCDNABW197,200$366,7920.02%
214ISHARES TR46434V80311,762$364,6220.02%
215VIPSHOP HOLDINGS LIMITEDVIPS21,866$360,7890.02%
216KAYNE ANDERSON ENERGY INFRST48660610643,926$357,5590.02%
217VANGUARD INTL EQUITY INDEX F9220427756,563$357,0930.02%
218CISCO SYS INCCSCO6,558$339,3160.02%
219BLACKROCK INCOME TR INCBLK27,770$337,9610.02%
220ALIBABA GROUP HLDG LTDBBAAY4,023$335,3170.02%
221FORD MTR CO DEL34537086021,934$331,8590.02%
222INVESCO EXCH TRADED FD TR IIIVZ7,031$316,1140.02%
223ISHARES TR4642874732,862$314,3620.02%
224TILLYS INC88688510244,793$313,9990.02%
225DRAFTKINGS INC NEWDKNG11,787$313,1810.02%
226SPDR SER TR78468R7396,604$310,7180.02%
227SOUTHWESTERN ENERGY CO84546710951,230$307,8890.01%
228SERVICE CORP INTL8175651044,740$306,1570.01%
229ICHOR HOLDINGSICHR8,154$305,7750.01%
230ISHARES TR4642887602,610$304,5090.01%
231VANGUARD INDEX FDS9229086111,836$303,7310.01%
232VANGUARD INDEX FDS9229085122,182$301,9290.01%
233HOME DEPOT INCHD965$299,8300.01%
234DBX ETF TR23305182010,311$298,5160.01%
235INVESCO DB MULTI-SECTOR COMMIVZ21,116$298,1580.01%
236VANGUARD SCOTTSDALE FDS92206C8703,736$295,2560.01%
237PROCTER AND GAMBLE CO7427181091,939$294,1570.01%
238PROSHARES TR74347B2019,953$292,6320.01%
239LILLY ELI & COLLY620$290,8420.01%
240ISHARES TR4642871502,960$289,6060.01%
241ACTIVISION BLIZZARD INC00507V1093,432$289,3180.01%
242VANGUARD WORLD FDS92204A702654$289,1400.01%
243GUARDANT HEALTH INCGH8,048$288,1180.01%
244BOEING COBA-PA1,361$287,4140.01%
245PALO ALTO NETWORKS INCPANW1,119$285,9160.01%
246PACER FDS TR69374H8815,965$285,5450.01%
247HERTZ GLOBAL HLDGS INCHTZWW27,937$281,8840.01%
248NMI HLDGS INCNMIH10,836$279,7860.01%
249INTERNATIONAL BUSINESS MACHSINTR2,068$276,6590.01%
250SPDR SER TR78464A5403,526$273,5820.01%
251GLOBAL X FDS37954Y8307,231$272,2470.01%
252SNOWFLAKE INCSNOW1,531$269,4250.01%
253DIREXION SHS ETF TR25459Y2073,497$269,1990.01%
254ISHARES TR4642871849,839$267,5270.01%
255ENDEAVOR GROUP HLDGS INC29260Y10911,110$265,7510.01%
256INVESCO EXCH TRADED FD TR IIIVZ6,261$261,9600.01%
257ISHARES INC46434G8486,457$261,2500.01%
258PROGYNY INCPGNY6,395$251,5790.01%
259AMERICAN TOWER CORP NEW03027X1001,272$246,6920.01%
260INVESCO EXCHANGE TRADED FD TIVZ7,133$246,6800.01%
261ISHARES TR4642886792,220$245,1990.01%
262LULULEMON ATHLETICA INCLULU640$242,2400.01%
263PALANTIR TECHNOLOGIES INCPLTR15,554$238,4430.01%
264NUVEEN NEW YORK AMT QLT MUNINU23,006$238,1120.01%
265INVESCO EXCH TRADED FD TR IIIVZ4,977$237,5440.01%
266APOLLO GLOBAL MGMT INC03769M1063,080$236,5750.01%
267MERCK & CO INCMRK2,023$233,4610.01%
268DUOLINGO INCDUOL1,621$231,7060.01%
269LOCKHEED MARTIN CORPLMT499$229,6540.01%
270BLACKSTONE INCBX2,466$229,2810.01%
271GENERAL ELECTRIC CO3696043011,994$219,0940.01%
272GLOBAL X FDS37950E40812,055$217,4720.01%
273EQT CORPEQT5,263$216,4670.01%
274UNITEDHEALTH GROUP INCUNH449$215,7860.01%
275ISHARES TR46434V6214,130$212,8190.01%
276EATON VANCE NEW YORK MUN BDETN22,503$211,5280.01%
277PFIZER INCPFE5,747$210,8000.01%
278BLACKROCK CAP INVT CORPBLK64,066$210,1360.01%
279VANGUARD BD INDEX FDS9219378192,762$207,7690.01%
280HDFC BANK LTDHDB2,969$206,9390.01%
281AGNC INVT CORP00123Q10420,337$206,0120.01%
282CATALYST PHARMACEUTICALS INCCPRX15,241$204,8390.01%
283CITIGROUP INCC-PR4,362$200,8160.01%
284FINVOLUTION GROUPFVGPY41,523$191,0060.01%
285GOLUB CAP BDC INC38173M10212,636$170,5870.01%
286FIGS INCFIGS18,007$148,9180.01%
287OLO INC68134L10919,050$123,0630.01%
288COMSTOCK RES INCLODE10,236$118,7340.01%
289TPG RE FIN TR INCTPGXL15,950$118,1900.01%
290BIOVIE INCBIVIW23,474$101,1730.00%
291SCULPTOR CAP MGMT81124610711,410$100,7500.00%
292BRC INCBRCC14,748$76,1000.00%
293BARK INCBARKW34,394$45,7440.00%
294THREDUP INCTDUP13,413$32,7280.00%
295DANIMER SCIENTIFIC INC23627210012,272$29,2070.00%
296FLJ GROUP LIMITED74738J20117,758$5,2740.00%
297TEMPO AUTOMATION HOLDINGS IN88024M10810,357$3,9090.00%