Lji Wealth Management, LLC Purchases in Q1 2025

Lji Wealth Management, LLC

  • $502 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SLQD
Ishares 0 5 Year Investment Gr

ETFs
29.8K
+ 2.77%
$49.6 - $50.28 $1.48M - $1.5M
1.1M $55.5B
DFUS
Dimensional ETF Tr U S Equity

ETFs
19.8K
+ 83.29%
$59.61 - $66.71 $1.18M - $1.32M
43.6K $2.64B
SNOW
Snowflake Inc.

Technology
5.3K
New
$146.16 - $192.78 $775K - $1.02M
5.3K $775M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
14K
+ 4.15%
$50.87 - $51.09 $711K - $714K
351K $17.9B
IWR
Ishares Russell Mid Cap ETF

ETFs
13.3K
+ 8.99%
$82.81 - $92.93 $1.1M - $1.23M
161K $13.7B
UBER
Uber Technologies, Inc

Technology
7.45K
+ 181.5%
$63.17 - $81.49 $470K - $607K
11.5K $841M
Dimensional ETF Trust
14.9K
+ 81.11%
N/A
33.2K $1.02B
IDEV
Ishares Core Msci Intl Develop

ETFs
5.16K
+ 28.86%
$63.77 - $71.36 $329K - $368K
23.1K $1.59B
YYY
Amplify ETF Tr High Income ETF

ETFs
45.1K
+ 3.64%
$11.38 - $12.01 $513K - $542K
1.28M $14.6B
VRT
Vertiv Holdings CO

Industrials
5.03K
New
N/A
5.03K $363M
BA
Boeing CO

Industrials
2.11K
+ 23.53%
$148.15 - $186.25 $313K - $393K
11.1K $1.89B
SUB
Ishares Short Term National Mu

ETFs
2.81K
+ 10.53%
$105.3 - $106.24 $296K - $299K
29.5K $3.12B
DFIV
Dimensional ETF Tr

ETFs
3.1K
+ 8.94%
$35.33 - $40.77 $109K - $126K
37.7K $1.48B
BND
Vanguard Bd Index Fd Inc Total

ETFs
2.91K
+ 37.65%
$71.17 - $73.66 $207K - $214K
10.6K $780M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
3.4K
New
$58.01 - $64.46 $197K - $219K
3.4K $211M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
3.27K
New
$62.72 - $71.92 $205K - $235K
3.27K $206M
JEPI
J P Morgan Exchange Traded Fd

ETFs
3.48K
+ 22.44%
$56.17 - $59.71 $195K - $208K
19K $1.08B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
64
+ 3.41%
$442.66 - $534.52 $28.3K - $34.2K
1.94K $1.03B
JPM
Jpmorgan Chase & CO

Financial Services
61
+ 0.22%
$225.19 - $279.95 $13.7K - $17.1K
27.7K $6.79B
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
3.52K
+ 15.38%
$67.03 - $74.61 $236K - $263K
26.4K $1.8B
UNH
Unitedhealth Group Inc

Healthcare
277
+ 60.48%
$461.52 - $548.18 $128K - $152K
735 $385M
VZ
Verizon Communications Inc

Communication Services
1.26K
+ 15.67%
$37.81 - $46.49 $47.6K - $58.5K
9.28K $421M
IXUS
Ishares Tr

ETFs
735
+ 6.51%
$65.06 - $72.31 $47.8K - $53.1K
12K $839M
VO
Vanguard Mid Cap ETF

ETFs
404
+ 15.51%
$251.87 - $277.95 $102K - $112K
3.01K $778M
PCT
Pure Cycle Technologies, Inc.

Industrials
12.5K
New
$6.92 - $10.9 $86.5K - $136K
12.5K $86.5M
PM
Philip Morris International Inc.

Consumer Defensive
1
+ 0.05%
$117.15 - $158.79 $117 - $159
2.22K $352M
RCKT
Rocket Pharmaceuticals, Inc.

Healthcare
12K
New
$6.67 - $12.72 $80K - $153K
12K $80M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
487
+ 42.13%
$192.82 - $222.1 $93.9K - $108K
1.64K $317M
PFE
Pfizer Inc

Healthcare
3.15K
+ 35.98%
$25.01 - $27.13 $78.8K - $85.5K
11.9K $302M
ABT
Abbott Laboratories

Healthcare
103
+ 4.6%
$111.1 - $140.22 $11.4K - $14.4K
2.34K $311M
XLF
Financial Sector Spdr

ETFs
160
+ 0.48%
$47.32 - $52.19 $7.57K - $8.35K
33.4K $1.66B
DISV
Dimensional ETF Tr Dimensional

ETFs
341
+ 1.93%
$26.09 - $30.21 $8.9K - $10.3K
18K $525M
SLB
Schlumberger Limited

Energy
111
+ 1.05%
$38.4 - $43.74 $4.26K - $4.86K
10.7K $446M
AVDV
American Centy ETF Tr Avantis

ETFs
296
+ 8.5%
$63.74 - $71.96 $18.9K - $21.3K
3.78K $263M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
956
+ 8.17%
$18.36 - $20.51 $17.6K - $19.6K
12.7K $250M
INTC
Intel Corp

Technology
100
+ 0.9%
$19.1 - $27.39 $1.91K - $2.74K
11.3K $256M
XLE
Energy Sector Spdr

ETFs
45
+ 1.27%
$85.7 - $93.96 $3.86K - $4.23K
3.59K $335M
MSOS
Advisorshares Tr Pure Us Canna

ETFs
10.2K
New
$2.52 - $4.08 $25.8K - $41.7K
10.2K $26.7M
XLU
Utilities Sector Spdr

ETFs
128
+ 2.71%
$74.7 - $80.27 $9.56K - $10.3K
4.85K $382M
MA
Mastercard Inc

Financial Services
15
+ 3.13%
$504.67 - $576.31 $7.57K - $8.64K
495 $271M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
4
+ 0.11%
$128.74 - $138.67 $515 - $555
3.52K $477M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
2
+ 0.0%
$47.33 - $47.92 $94.7 - $95.8
51.5K $2.45B
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
11
+ 0.04%
$39.96 - $43.3 $440 - $476
29.2K $1.2B
BSV
Vanguard Bd Index Fd Inc Short

ETFs
17
+ 0.51%
$76.94 - $78.28 $1.31K - $1.33K
3.35K $262M
Lam Research Corp
1
+ 0.02%
N/A
6.65K $483M
MSTR
Microstrategy Inc

Technology
9
+ 0.96%
$239.27 - $396.5 $2.15K - $3.57K
945 $272M
VBR
Vanguard Small Cap Value ETF

ETFs
60
+ 5.54%
$183.02 - $207.75 $11K - $12.5K
1.14K $213M
RSP
Invesco S&P 500 Equal Weight E

ETFs
29
+ 0.71%
$169.43 - $182.84 $4.91K - $5.3K
4.12K $714M
ITOT
Ishares Core S&P Total U.S. St

ETFs
53.3K
+ 5.41%
$120.29 - $134.6 $6.41M - $7.17M
1.04M $127B
Activity Summary
Buys All Purchases 80 New Holdings 8 Increased Positions 72 Sells All Sells 65 Reductions 65 Sold out 0 Options Calls 0 Puts 0
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