Chief Compliance Officer

0001744073-22-000019.txt : 20220804 0001744073-22-000019.hdr.sgml : 20220804 20220804114450 ACCESSION NUMBER: 0001744073-22-000019 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220630 FILED AS OF DATE: 20220804 DATE AS OF CHANGE: 20220804 EFFECTIVENESS DATE: 20220804 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: 221135490 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 06-30-2022 06-30-2022 AJ WEALTH STRATEGIES, LLC

28 LIBERTY STREET SUITE 2850 NEW YORK NY 10005

13F HOLDINGS REPORT 028-18847 N Scott Bradtmiller Chief Compliance Officer 212-729-7750 Scott Bradtmiller New York NY 08-04-2022 0 307 1898427 false INFORMATION TABLE 2 ajw13fq22022.xml AMAZON COM INC COM 023135106 11086 104377 SH SOLE 0 0 104377 UNDER ARMOUR INC CL A 904311107 828 99446 SH SOLE 0 0 99446 INVESCO QQQ TR UNIT SER 1 46090E103 88402 315405 SH SOLE 2216 0 313188 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 1796 14125 SH SOLE 0 0 14125 BLOCK INC CL A 852234103 839 13646 SH SOLE 0 0 13646 VULCAN MATLS CO COM 929160109 698 4912 SH SOLE 0 0 4912 JOHNSON & JOHNSON COM 478160104 391 2200 SH SOLE 0 0 2200 VANGUARD INDEX FDS TOTAL STK MKT 922908769 22995 121912 SH SOLE 0 0 121911 VANGUARD WORLD FDS ENERGY ETF 92204A306 2318 23304 SH SOLE 0 0 23304 COSTCO WHSL CORP NEW COM 22160K105 1819 3796 SH SOLE 0 0 3795 HCA HEALTHCARE INC COM 40412C101 2082 12390 SH SOLE 0 0 12390 GOLDMAN SACHS GROUP INC COM 38141G104 1702 5732 SH SOLE 300 0 5431 SPDR SER TR NUVEEN BLMBRG SH 78468R739 2440 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SPECIALIZED FUNDS DIV APP ETF 921908844 18407 128301 SH SOLE 0 0 128301 ENSTAR GROUP LIMITED SHS G3075P101 535 2500 SH SOLE 0 0 2500 GLOBAL X FDS NASDAQ 100 COVER 37954Y483 710 40650 SH SOLE 0 0 40650 NUVEEN PFD & INCOME OPPORTUN COM 67073B106 168 21921 SH SOLE 0 0 21921 RED ROCK RESORTS INC CL A 75700L108 2676 80224 SH SOLE 0 0 80224 ISHARES TR CORE US AGGBD ET 464287226 64517 634506 SH SOLE 6293 0 628213 AXON ENTERPRISE INC COM 05464C101 633 6795 SH SOLE 0 0 6795 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 904 7951 SH SOLE 0 0 7951 INVESCO EXCH TRD SLF IDX FD BULSHS 2022 HY 46138J874 5747 260628 SH SOLE 0 0 260628 HUBSPOT INC COM 443573100 337 1120 SH SOLE 0 0 1120 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 5648 73557 SH SOLE 0 0 73557 INVESCO EXCH TRADED FD TR II RUSEL 1000 EQL 46138E420 246 6261 SH SOLE 0 0 6261 DBX ETF TR XTRACK MSCI ALL 233051820 319 10863 SH SOLE 0 0 10863 SERVICE CORP INTL COM 817565104 328 4740 SH SOLE 0 0 4740 SSGA ACTIVE ETF TR SPDR TR TACTIC 78467V848 2550 60445 SH SOLE 0 0 60445 EXXON MOBIL CORP COM 30231G102 499 5822 SH SOLE 0 0 5822 VANECK ETF TRUST INTRMDT MUNI ETF 92189H201 3568 78127 SH SOLE 0 0 78126 ISHARES U S ETF TR INT RT HDG C B 46431W705 2249 24921 SH SOLE 0 0 24921 INVESCO EXCH TRADED FD TR II S&P 500 EX RAT 46138E388 235 5080 SH SOLE 0 0 5080 ISHARES TR MSCI INTL QUALTY 46434V456 462 14950 SH SOLE 0 0 14950 AMERICAN INTL GROUP INC COM NEW 026874784 926 18105 SH SOLE 0 0 18105 DEVON ENERGY CORP NEW COM 25179M103 5106 92655 SH SOLE 0 0 92655 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 4580 65310 SH SOLE 0 0 65310 NATERA INC COM 632307104 270 7607 SH SOLE 0 0 7607 FIRST TR EXCHANGE TRADED FD NASDAQ CYB ETF 33734X846 352 8751 SH SOLE 0 0 8751 SCHWAB CHARLES CORP COM 808513105 1856 29374 SH SOLE 0 0 29374 ACTIVISION BLIZZARD INC COM 00507V109 318 4082 SH SOLE 0 0 4082 WISDOMTREE TR YIELD ENHANCD US 97717X511 83926 1877112 SH SOLE 43760 0 1833351 ISHARES TR CHINA LG-CAP ETF 464287184 1685 49688 SH SOLE 0 0 49687 ISHARES TR CORE S&P MCP ETF 464287507 1863 8236 SH SOLE 0 0 8236 VANGUARD MUN BD FDS TAX EXEMPT BD 922907746 3862 77371 SH SOLE 0 0 77371 ISHARES TR MSCI EAFE ETF 464287465 434 6938 SH SOLE 0 0 6938 APPLE INC COM 037833100 11840 86603 SH SOLE 4200 0 82403 DISNEY WALT CO COM 254687106 911 9652 SH SOLE 0 0 9652 INVESCO EXCH TRADED FD TR II PFD ETF 46138E511 2772 224630 SH SOLE 0 0 224630 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 1123 13157 SH SOLE 0 0 13157 ISHARES TR RUS 1000 ETF 464287622 3269 15736 SH SOLE 0 0 15736 SPDR SER TR BLOOMBERG 1-3 MO 78468R663 45813 500742 SH SOLE 0 0 500742 ISHARES TR RUS 1000 VAL ETF 464287598 652 4499 SH SOLE 584 0 3914 LISTED FD TR HORIZON KINETICS 53656F623 942 33003 SH SOLE 0 0 33003