# EDGAR Filing Document

**Accession Number:** 0001801585
**File Stem:** 0001801585-23-000002
**Filing Date:** 2023-2
**Character Count:** 9486
**Document Hash:** 232cb7d882fd11325ecb322105ae9000
**Contains OCR:** False
**Source Format:** 

## Filing Content

## Filing Summary
**0001801585-23-000002.hdr.sgml**: 20230201

**ACCESSION NUMBER**: 0001801585-23-000002

**CONFORMED SUBMISSION TYPE**: 13F-HR

**PUBLIC DOCUMENT COUNT**: 2

**CONFORMED PERIOD OF REPORT**: 20221231

**FILED AS OF DATE**: 20230201

**DATE AS OF CHANGE**: 20230201

**EFFECTIVENESS DATE**: 20230201

**FILER**: 

**COMPANY DATA:**
- **COMPANY CONFORMED NAME:** AMJ Financial Wealth Management
- **CENTRAL INDEX KEY:** 0001801585
- **IRS NUMBER:** 454695438
- **STATE OF INCORPORATION:** VA
- **FISCAL YEAR END:** 1231

**FILING VALUES:**
- **FORM TYPE:** 13F-HR
- **SEC ACT:** 1934 Act
- **SEC FILE NUMBER:** 028-19816
- **FILM NUMBER:** 23576350

**BUSINESS ADDRESS:**
- **STREET 1:** 44160 SCHOLAR PLAZA
- **STREET 2:** SUITE 490
- **CITY:** LEESBURG
- **STATE:** VA
- **ZIP:** 20176
- **BUSINESS PHONE:** 7034660477

**MAIL ADDRESS:**
- **STREET 1:** 44160 SCHOLAR PLAZA
- **STREET 2:** SUITE 490
- **CITY:** LEESBURG
- **STATE:** VA
- **ZIP:** 20176

### FORM 13F COVER PAGE

**Report for the Calendar Year or Quarter Ended:** 12-31-2022

**Check here if Amendment** [ ] **Amendment Number:** 

**This Amendment (Check only one.):** [ ] is a restatement.

[ ] adds new holdings entries.

**Institutional Investment Manager Filing this Report:**

**Name:** AMJ Financial Wealth Management<br>**Address:** 44160 SCHOLAR PLAZA<br>SUITE 490<br>LEESBURG, VA 20176

**Form 13F File Number:** 028-19816

The institutional investment manager filing this report and the person by whom it is signed hereby represent that the person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

**Person Signing this Report on Behalf of Reporting Manager:**

**Name:** Angela Bender<br>**Title:** Managing Partner<br>**Phone:** 7034660477

**Signature, Place, and Date of Signing:**

Angela Bender  Leesburg, VA  02-01-2023<br>[Signature]  [City, State]  [Date]

**Report Type (Check only one.):**

[x] **13F HOLDINGS REPORT.** (Check here if all holdings of this reporting manager are reported in this report.)

[ ] **13F NOTICE.** (Check here if no holdings are reported in this report, and all holdings are reported by other reporting manager(s).)

[ ] **13F COMBINATION REPORT.** (Check here if a portion of the holdings for this reporting manager are reported in this report and a portion are reported by other reporting manager(s).)

### Form 13F Summary Page

**Report Summary:**

**Number of Other Included Managers:** 0

**Form 13F Information Table Entry Total:** 55

**Form 13F Information Table Value Total:** $169014288

      (round to nearest dollar)

**List of Other Included Managers:**

Provide a numbered list of the name(s) and Form 13F file number(s) of all institutional investment managers with respect to which this report is filed, other than the manager filing this report.

[If there are no entries in this list, state “NONE” and omit the column headings and list entries.]

**NONE**

### FORM 13F INFORMATION TABLE

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|  |  |  |  |  |  |  |  |  |  |  |  |  |
| --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | VOTING AUTHORITY | VOTING AUTHORITY | VOTING AUTHORITY |
| NAME OF ISSUER | TITLE OF CLASS | CUSIP | FIGI | VALUE (x$1000) | SHRS OR PRN AMT | SH/PRN | PUT/CALL | INVESTMENT DISCRETION | OTHER MANAGER | SOLE | SHARED | NONE |
| AMAZON.COM INC | Stock | 023135106 |  | 580860 | 6915 | SH |  | SOLE | 0 | 5015 | 0 | 1900 |
| SEMPRA ENERGY | Stock | 816851109 |  | 787227 | 5094 | SH |  | SOLE | 0 | 4269 | 0 | 825 |
| DOLLAR GEN CORP NEW COM | Stock | 256677105 |  | 346720 | 1408 | SH |  | SOLE | 0 | 1277 | 0 | 131 |
| JOHNSON  JOHNSON COM | Stock | 478160104 |  | 1262694 | 7148 | SH |  | SOLE | 0 | 7148 | 0 | 0 |
| JOHNSON  JOHNSON COM | Stock | 478160104 |  | 1025 | 5800 | SH | Put | SOLE | 0 | 5800 | 0 | 0 |
| HCA HEALTHCARE INC COM | Stock | 40412C101 |  | 1577737 | 6575 | SH |  | SOLE | 0 | 6245 | 0 | 330 |
| SPDR PORTFOLIO LONG TERM TREASURY ETF | ETF | 78464A664 |  | 3787080 | 130454 | SH |  | SOLE | 0 | 112137 | 0 | 18317 |
| ISHARES MSCI ACWI EX U.S. ETF | ETF | 464288240 |  | 220357 | 4843 | SH |  | SOLE | 0 | 4268 | 0 | 575 |
| ISHARES SILVER TRUST | ETF | 46428Q109 |  | 8663637 | 393444 | SH |  | SOLE | 0 | 358902 | 0 | 34542 |
| MCKESSON CORP COM | Stock | 58155Q103 |  | 7462262 | 19893 | SH |  | SOLE | 0 | 17493 | 0 | 2400 |
| LAMB WESTON HLDGS INC COM | Stock | 513272104 |  | 769926 | 8616 | SH |  | SOLE | 0 | 7579 | 0 | 1037 |
| VERTEX PHARMACEUTICALS INC COM | Stock | 92532F100 |  | 1460649 | 5058 | SH |  | SOLE | 0 | 4581 | 0 | 477 |
| CACI INTL INC CL A | Stock | 127190304 |  | 1072806 | 3569 | SH |  | SOLE | 0 | 3569 | 0 | 0 |
| HEALTH CARE SELECT SECTOR SPDR | ETF | 81369Y209 |  | 947418 | 6974 | SH |  | SOLE | 0 | 5795 | 0 | 1179 |
| SOUTHERN CO COM | Stock | 842587107 |  | 334056 | 4678 | SH |  | SOLE | 0 | 4246 | 0 | 432 |
| HENRY JACK  ASSOC INC | Stock | 426281101 |  | 265973 | 1515 | SH |  | SOLE | 0 | 1500 | 0 | 15 |
| OREILLY AUTOMOTIVE INC COM | Stock | 67103H107 |  | 6412096 | 7597 | SH |  | SOLE | 0 | 6987 | 0 | 610 |
| EASTMAN CHEM CO COM | Stock | 277432100 |  | 273638 | 3360 | SH |  | SOLE | 0 | 3360 | 0 | 0 |
| MICROSOFT | Stock | 594918104 |  | 5371249 | 22397 | SH |  | SOLE | 0 | 21383 | 0 | 1014 |
| TEXTRON INC COM | Stock | 883203101 |  | 2376331 | 33564 | SH |  | SOLE | 0 | 28559 | 0 | 5005 |
| KEURIG DR PEPPER INC COM | Stock | 49271V100 |  | 7509568 | 210588 | SH |  | SOLE | 0 | 185071 | 0 | 25517 |
| SPDR GOLD MINISHARES TRUST | ETF | 98149E303 |  | 8347368 | 230654 | SH |  | SOLE | 0 | 205348 | 0 | 25306 |
| PGIM ULTRA SHORT BOND ETF | ETF | 69344A107 |  | 16748648 | 341113 | SH |  | SOLE | 0 | 305120 | 0 | 35993 |
| CBOE GLOBAL MKTS INC COM | Stock | 12503M108 |  | 755831 | 6024 | SH |  | SOLE | 0 | 5258 | 0 | 766 |
| NEXTERA ENERGY INC COM | Stock | 65339F101 |  | 2728370 | 32636 | SH |  | SOLE | 0 | 28909 | 0 | 3727 |
| CENTERPOINT ENERGY INC COM | Stock | 15189T107 |  | 5173545 | 172509 | SH |  | SOLE | 0 | 157392 | 0 | 15117 |
| TARGA RES CORP COM | Stock | 87612G101 |  | 5108250 | 69500 | SH |  | SOLE | 0 | 62246 | 0 | 7254 |
| GUGGENHEIM ETF TRUST S 500 EQUAL WEIGHT | ETF | 46137V357 |  | 2125530 | 15048 | SH |  | SOLE | 0 | 13900 | 0 | 1148 |
| ISHARES 0-5 YEAR TIPS BOND ETF | ETF | 46429B747 |  | 14270573 | 147180 | SH |  | SOLE | 0 | 137198 | 0 | 9982 |
| ISHARES FLOATING RATE BOND ETF | ETF | 46429B655 |  | 581437 | 11553 | SH |  | SOLE | 0 | 10643 | 0 | 909 |
| QUANTA SVCS INC COM | Stock | 74762E102 |  | 7623750 | 53500 | SH |  | SOLE | 0 | 48490 | 0 | 5010 |
| HERSHEY CO COM | Stock | 427866108 |  | 7608985 | 32858 | SH |  | SOLE | 0 | 30066 | 0 | 2792 |
| BUILDERS FIRSTSOURCE INC COM | Stock | 12008R107 |  | 395379 | 6094 | SH |  | SOLE | 0 | 4231 | 0 | 1863 |
| FLOWERS FOODS INC COM | Stock | 343498101 |  | 4628462 | 161046 | SH |  | SOLE | 0 | 142860 | 0 | 18186 |
| AGFIQ US MARKET NEUTRAL ANTI-BETA FUND | ETF | 00110G408 |  | 6794008 | 320321 | SH |  | SOLE | 0 | 295448 | 0 | 24873 |
| ACCENTURE LTD BERMUDA CL A | Stock | G1151C101 |  | 503527 | 1887 | SH |  | SOLE | 0 | 1887 | 0 | 0 |
| NVIDIA CORPORATION COM | Stock | 67066G104 |  | 1123378 | 7687 | SH |  | SOLE | 0 | 6755 | 0 | 932 |
| GENERAL DYNAMICS CORP COM | Stock | 369550108 |  | 4660746 | 18785 | SH |  | SOLE | 0 | 17333 | 0 | 1452 |
| MOLINA HEALTHCARE INC COM | Stock | 60855R100 |  | 247995 | 751 | SH |  | SOLE | 0 | 497 | 0 | 254 |
| INDEPENDENCE RLTY TR INC COM | REIT | 45378A106 |  | 407506 | 24170 | SH |  | SOLE | 0 | 24170 | 0 | 0 |
| SPDR PORTFOLIO SHORT TERM TREASURY ETF | ETF | 78468R101 |  | 550268 | 19047 | SH |  | SOLE | 0 | 18426 | 0 | 621 |
| ONEOK INC NEW COM | Stock | 682680103 |  | 4920142 | 74888 | SH |  | SOLE | 0 | 65774 | 0 | 9114 |
| THERMO FISHER SCIENTIFIC INC COM | Stock | 883556102 |  | 2707880 | 4917 | SH |  | SOLE | 0 | 4278 | 0 | 639 |
| JPMORGAN CHASE  CO COM | Stock | 46625H100 |  | 253047 | 1887 | SH |  | SOLE | 0 | 1887 | 0 | 0 |
| TJX COS INC NEW COM | Stock | 872540109 |  | 9115951 | 114522 | SH |  | SOLE | 0 | 104714 | 0 | 9808 |
| FIRST TRUST DORSEY WRIGHT FOCUS 5 ETF | ETF | 33738R605 |  | 267337 | 5743 | SH |  | SOLE | 0 | 5554 | 0 | 189 |
| ISHARES  20 PLUS YR TREASURY ETF | ETF | 464287432 |  | 362896 | 3645 | SH |  | SOLE | 0 | 3451 | 0 | 194 |
| INVESCO BULLETSHARES 2023 CORPORATE BOND ETF | ETF | 46138J866 |  | 448993 | 21401 | SH |  | SOLE | 0 | 21401 | 0 | 0 |
| CAL MAINE FOODS INC COM NEW | Stock | 128030202 |  | 6971179 | 128029 | SH |  | SOLE | 0 | 118397 | 0 | 9632 |
| INVESCO DYNAMIC FOOD  BEVERAGE ETF | ETF | 46137V753 |  | 267966 | 5870 | SH |  | SOLE | 0 | 4894 | 0 | 976 |
| BRISTOL-MYERS SQUIBB CO COM | Stock | 110122108 |  | 240169 | 3338 | SH |  | SOLE | 0 | 2822 | 0 | 516 |
| AMERICAN WATER WORKS CO | Stock | 030420103 |  | 278471 | 1827 | SH |  | SOLE | 0 | 1695 | 0 | 132 |
| EXXON MOBIL CORP COM | Stock | 30231G102 |  | 384837 | 3489 | SH |  | SOLE | 0 | 3459 | 0 | 30 |
| UNITEDHEALTH GROUP INC COM | Stock | 91324P102 |  | 225327 | 425 | SH |  | SOLE | 0 | 328 | 0 | 97 |
| APPLE INC | Stock | 037833100 |  | 703228 | 5412 | SH |  | SOLE | 0 | 5412 | 0 | 0 |

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