Managing Principal & Chief Compliance Officer

0001109228-20-000009.txt : 20201116 0001109228-20-000009.hdr.sgml : 20201116 20201113215747 ACCESSION NUMBER: 0001109228-20-000009 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200930 FILED AS OF DATE: 20201116 DATE AS OF CHANGE: 20201113 EFFECTIVENESS DATE: 20201116 FILER: COMPANY DATA: COMPANY CONFORMED NAME: AJ WEALTH STRATEGIES, LLC CENTRAL INDEX KEY: 0001744073 IRS NUMBER: 454981519 STATE OF INCORPORATION: NY FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-18847 FILM NUMBER: 201313398 BUSINESS ADDRESS: STREET 1: 28 LIBERTY STREET STREET 2: SUITE 2850 CITY: NEW YORK STATE: NY ZIP: 10005 BUSINESS PHONE: (212)729-7750 MAIL ADDRESS: STREET 1: 28 LIBERTY STREET STREET 2: SUITE 2850 CITY: NEW YORK STATE: NY ZIP: 10005 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001744073 XXXXXXXX 09-30-2020 09-30-2020 AJ WEALTH STRATEGIES, LLC

28 LIBERTY STREET SUITE 2850 NEW YORK NY 10005

13F HOLDINGS REPORT 028-18847 N Justyn Volesko Managing Principal & Chief Compliance Officer 212-729-7750 Justyn Volesko New York NY 11-13-2020 0 223 981964 false INFORMATION TABLE 2 qajw.xml 3M CO COM COM 88579Y101 228 1426 SH SOLE 1426 0 0 ABERDEEN GLOBAL DYNAMIC DIVID COM COM 00302M106 657 71337 SH SOLE 71336 0 0 ABERDEEN STANDARD PHYSICAL GOLD SHARES ETF PHYSCL GOLD SHS 00326A104 190 10450 SH SOLE 10450 0 0 AGNC INVT CORP COM COM 00123Q104 245 17638 SH SOLE 17638 0 0 ALIBABA GROUP HLDG LTD SPONSORED ADS SPONSORED ADS 01609W102 2347 7982 SH SOLE 7982 0 0 ALPHABET INC CAP STK CL A CAP STK CL A 02079K305 2483 1694 SH SOLE 1694 0 0 ALPHABET INC CAP STK CL C CAP STK CL C 02079K107 6503 4425 SH SOLE 4424 0 0 AMAZON COM INC COM COM 023135106 10936 3473 SH SOLE 3473 0 0 AMNEAL PHARMACEUTICALS INC COM STK CL A COM STK CL A 03168L105 59 15242 SH SOLE 15242 0 0 ANNALY CAPITAL MANAGEMENT INC COM COM 035710409 185 25924 SH SOLE 25924 0 0 APOLLO GLOBAL MGMT INC COM CL A COM CL A 03768E105 322 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