Lji Wealth Management, LLC Incresed Positions in Q3 2024

Lji Wealth Management, LLC

  • $489 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
ITOT
Ishares Core S&P Total U.S. St

ETFs
17.9K
+ 2.0%
$113.41 - $125.62 $2.03M - $2.25M
913K $115B
SLQD
Ishares 0 5 Year Investment Gr

ETFs
51.2K
+ 6.1%
$49.07 - $50.44 $2.51M - $2.58M
891K $44.9B
IWM
Ishares Russell 2000 ETF

ETFs
4.26K
+ 4.36%
$200.87 - $224.6 $855K - $956K
102K $22.5B
IWR
Ishares Russell Mid Cap ETF

ETFs
8.97K
+ 6.17%
$79.92 - $88.19 $717K - $791K
154K $13.6B
AAPL
Apple Inc.

Technology
153
+ 0.23%
$207.23 - $234.82 $31.7K - $35.9K
67.3K $15.7B
VTWG
Vanguard Russell 2000 Growth E

ETFs
2.23K
+ 3.75%
$186.75 - $211.16 $416K - $471K
61.7K $12.8B
YYY
Amplify ETF Tr High Income ETF

ETFs
84.2K
+ 8.28%
$11.48 - $12.36 $966K - $1.04M
1.1M $13.6B
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
9.34K
+ 2.54%
$63.74 - $73.47 $596K - $686K
377K $27B
VTI
Vanguard Total Stock Market Et

ETFs
1.32K
+ 2.68%
$255.18 - $283.2 $337K - $374K
50.7K $14.3B
IVOG
Vanguard S&P Mid Cap 400 Growt

ETFs
4.35K
+ 4.77%
$105.49 - $116.32 $459K - $506K
95.6K $11B
AVUV
American Centy ETF Tr Avantis

ETFs
8.2K
+ 65.92%
$88.24 - $99.7 $724K - $818K
20.6K $1.98B
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
11.8K
+ 3.58%
$50.63 - $51.11 $596K - $602K
341K $17.4B
PDP
Invesco Exchange Traded Fd Tr

ETFs
583
+ 0.63%
$91.9 - $103.31 $53.6K - $60.2K
92.6K $9.56B
PLTR
Palantir Technologies Inc.

Technology
969
+ 2.37%
$24.09 - $37.95 $23.3K - $36.8K
41.8K $1.55B
META
Meta Platforms, Inc.

Communication Services
122
+ 2.72%
$453.41 - $572.44 $55.3K - $69.8K
4.61K $2.64B
SPY
Spdr S&P 500 ETF Trust

ETFs
164
+ 1.86%
$517.38 - $573.86 $84.9K - $94.1K
8.97K $5.15B
JPM
Jpmorgan Chase & CO

Financial Services
507
+ 1.82%
$194.9 - $224.8 $98.8K - $114K
28.3K $5.97B
JNJ
Johnson & Johnson

Healthcare
1.32K
+ 26.0%
$145.48 - $167.38 $191K - $220K
6.37K $1.03B
AMZN
Amazon Com Inc

Consumer Cyclical
1.93K
+ 16.0%
$161.02 - $200.0 $311K - $386K
14K $2.61B
MUB
Ishares National Muni Bond ETF

ETFs
1.95K
+ 16.61%
$106.13 - $108.7 $207K - $212K
13.7K $1.49B
SUB
Ishares Short Term National Mu

ETFs
1.77K
+ 7.49%
$104.3 - $106.3 $185K - $189K
25.5K $2.7B
Dimensional ETF Trust
4.83K
+ 40.05%
N/A
16.9K $520M
ORCL
Oracle Corp

Technology
125
+ 2.57%
$125.9 - $170.35 $15.7K - $21.3K
4.98K $849M
NVDA
Nvidia Corp

Technology
1.73K
+ 5.59%
$98.91 - $134.91 $171K - $233K
32.6K $3.96B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
89
+ 4.62%
$405.19 - $478.57 $36.1K - $42.6K
2.02K $927M
PGF
Invesco Exchange Traded Fd Tr

ETFs
6.89K
+ 18.88%
$14.7 - $15.89 $101K - $110K
43.4K $680M
BND
Vanguard Bd Index Fd Inc Total

ETFs
1.54K
+ 33.59%
$71.45 - $75.64 $110K - $116K
6.11K $459M
DFIV
Dimensional ETF Tr

ETFs
1.35K
+ 4.02%
$34.66 - $38.38 $46.8K - $51.8K
34.9K $1.33B
PG
Procter & Gamble CO

Consumer Defensive
603
+ 32.99%
$160.76 - $177.82 $96.9K - $107K
2.43K $421M
WMT
Walmart Inc.

Consumer Defensive
359
+ 5.33%
$66.91 - $81.4 $24K - $29.2K
7.1K $573M
GOOGL
Alphabet Inc.

Communication Services
1.32K
+ 20.98%
$148.65 - $191.18 $197K - $253K
7.62K $1.26B
HD
Home Depot, Inc.

Consumer Cyclical
28
+ 1.71%
$333.64 - $405.2 $9.34K - $11.3K
1.67K $675M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
1.59K
+ 7.0%
$49.93 - $51.15 $79.6K - $81.5K
24.4K $1.25B
Dimensional ETF Trust
100
+ 0.39%
N/A
26.1K $752M
AMD
Advanced Micro Devices Inc

Technology
555
+ 13.36%
$128.67 - $183.96 $71.4K - $102K
4.71K $773M
VGIT
Vanguard Intermediate Term Tre

ETFs
4
+ 0.01%
$57.8 - $60.8 $231 - $243
44.8K $2.71B
VGSH
Vanguard

ETFs
1.15K
+ 4.0%
$57.74 - $59.13 $66.1K - $67.7K
29.8K $1.76B
AVGO
Broadcom Inc.

Technology
3.6K
+ 970.35%
$136.27 - $1745.86 $491K - $6.29M
3.97K $685M
LLY
Eli Lilly & CO

Healthcare
246
+ 3.64%
$772.14 - $960.02 $190K - $236K
7K $6.21B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
24
+ 0.94%
$475.2 - $527.7 $11.4K - $12.7K
2.57K $1.36B
PFF
Ishares Trust Ishares Pfd And

ETFs
1.49K
+ 7.76%
$31.18 - $33.5 $46.3K - $49.7K
20.6K $685M
RSP
Invesco S&P 500 Equal Weight E

ETFs
107
+ 2.68%
$162.83 - $179.16 $17.4K - $19.2K
4.09K $733M
XLU
Utilities Sector Spdr

ETFs
43
+ 0.76%
$67.67 - $80.78 $2.91K - $3.47K
5.73K $463M
ABBV
Abb Vie Inc.

Healthcare
89
+ 4.18%
$163.84 - $199.33 $14.6K - $17.7K
2.22K $438M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
3
+ 0.01%
$38.51 - $41.69 $116 - $125
29.8K $1.24B
VUG
Vanguard Growth ETF

ETFs
136
+ 7.32%
$341.08 - $391.94 $46.4K - $53.3K
1.99K $766M
ISRG
Intuitive Surgical Inc

Healthcare
16
+ 1.42%
$416.14 - $494.01 $6.66K - $7.9K
1.14K $560M
UNP
Union Pacific Corp

Industrials
68
+ 3.18%
$221.78 - $256.09 $15.1K - $17.4K
2.2K $543M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
4
+ 0.11%
$125.95 - $142.04 $504 - $568
3.51K $498M
Activity Summary
Buys All Purchases 90 New Holdings 11 Increased Positions 79 Sells All Sells 58 Reductions 58 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Lji Wealth Management, LLC Portfolio

Follow Lji Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lji Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lji Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email