SEC 13F Intelligence

Amj Financial Wealth Management / TTD

Amj Financial Wealth Management’s The Trade Desk Inc Position

Does Amj Financial Wealth Management own The Trade Desk Inc (TTD)? Not currently — the last reported position was 64.9K shares worth $8M in Q4 2024; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$8M
Q4 2024
Shares
64.9K
% of Portfolio
+2.11%
Quarters Held
5
position exited

Position History TTD

Reported value by quarter
Q4 ’23: $3MQ4 ’23Q1 ’24: $6MQ1 ’24Q2 ’24: $7MQ2 ’24Q3 ’24: $7MQ3 ’24Q4 ’24: $8MQ4 ’24filingsflow.com
QuarterSharesValue% of Portfolio
Q4 202464.9K$8M+2.11%
Q3 202467.5K$7M+2.12%
Q2 202470.5K$7M+2.13%
Q1 202466.4K$6M+1.94%
Q4 202338.1K$3M+1.15%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Amj Financial Wealth Management’s full portfolio or all institutional holders of TTD.