Lji Wealth Management, LLC Sells in Q3 2024

Lji Wealth Management, LLC

  • $489 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VKTX
Viking Therapeutics, Inc.

Healthcare
-11.8K
- 39.07%
$49.84 - $70.47 $588K - $832K
18.4K $1.16B
IVV
Ishares Core S&P 500 ETF

ETFs
-622
- 31.67%
$520.18 - $576.82 $324K - $359K
1.34K $774M
DIS
Walt Disney CO

Communication Services
-2.4K
- 19.46%
$85.6 - $98.61 $205K - $237K
9.93K $955M
WFC
Wells Fargo & Company

Financial Services
-1.98K
- 8.09%
$51.58 - $60.97 $102K - $121K
22.5K $1.27B
KHC
Kraft Heinz CO

Consumer Defensive
-5.15K
- 36.92%
$31.86 - $36.13 $164K - $186K
8.8K $309M
NVO
Novo Nordisk A S

Healthcare
-150
- 3.42%
$119.07 - $145.42 $17.9K - $21.8K
4.23K $504M
IDEV
Ishares Core Msci Intl Develop

ETFs
-2.89K
- 13.99%
$63.46 - $71.43 $184K - $207K
17.8K $1.26B
SLB
Schlumberger Limited

Energy
-296
- 2.5%
$39.57 - $49.67 $11.7K - $14.7K
11.6K $485M
CVX
Chevron Corp

Energy
-223
- 4.94%
$137.88 - $161.97 $30.7K - $36.1K
4.3K $633M
MRK
Merck & Co., Inc.

Healthcare
-261
- 9.27%
$111.15 - $128.97 $29K - $33.7K
2.55K $290M
VB
Vanguard Small Cap ETF

ETFs
-348
- 19.15%
$214.77 - $237.72 $74.7K - $82.7K
1.47K $349M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-925
- 13.66%
$75.32 - $84.37 $69.7K - $78K
5.85K $489M
TGT
Target Corp

Consumer Defensive
-595
- 8.08%
$133.47 - $159.25 $79.4K - $94.8K
6.77K $1.05B
RDW
Redwire Corp

Industrials
-2.5K
- 6.94%
$5.16 - $8.09 $12.9K - $20.2K
33.5K $230M
MO
Altria Group, Inc.

Consumer Defensive
-1.1K
- 17.09%
$45.95 - $54.71 $50.5K - $60.2K
5.34K $272M
XLE
Energy Sector Spdr

ETFs
-98
- 2.69%
$84.35 - $93.39 $8.27K - $9.15K
3.54K $311M
DFAT
Dimensional ETF Tr U S Target

ETFs
-4.43K
- 7.32%
$51.0 - $57.07 $226K - $253K
56K $3.12B
FENY
Fidelity Covington Tr Msci Ene

ETFs
-145
- 0.95%
$23.09 - $25.75 $3.35K - $3.73K
15.2K $365M
PFE
Pfizer Inc

Healthcare
-782
- 6.71%
$27.7 - $31.39 $21.7K - $24.5K
10.9K $315M
AMGN
Amgen Inc

Healthcare
-58
- 6.44%
$309.38 - $337.38 $17.9K - $19.6K
843 $272M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
-106
- 3.07%
$152.9 - $180.39 $16.2K - $19.1K
3.35K $585M
QQQE
Direxion Nasdaq 100 Equal Weig

ETFs
-126
- 5.15%
$82.41 - $92.06 $10.4K - $11.6K
2.32K $209M
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
-208
- 2.3%
$47.7 - $48.54 $9.92K - $10.1K
8.83K $429M
WYNN
Wynn Resorts LTD

Consumer Cyclical
-600
- 7.02%
$73.55 - $97.62 $44.1K - $58.6K
7.95K $762M
FUBO
Fubo Tv Inc.

Communication Services
-1K
- 8.77%
$1.16 - $2.07 $1.16K - $2.07K
10.4K $14.8M
HYG
Ishares Tr

ETFs
-357
- 3.56%
$76.72 - $80.36 $27.4K - $28.7K
9.67K $777M
DVY
Ishares Tr

ETFs
-110
- 6.33%
$119.99 - $135.74 $13.2K - $14.9K
1.63K $220M
SGMO
Sangamo Therapeutics, Inc

Healthcare
-10.1K
- 27.93%
$0.32 - $1.1 $3.23K - $11.1K
26.1K $22.6M
IXUS
Ishares Tr

ETFs
-830
- 5.98%
$64.9 - $73.35 $53.9K - $60.9K
13.1K $948M
ECL
Ecolab Inc.

Basic Materials
-17
- 1.78%
$228.86 - $255.76 $3.89K - $4.35K
936 $239M
IBB
Ishares Biotechnology ETF

ETFs
-65
- 2.35%
$135.09 - $149.47 $8.78K - $9.72K
2.7K $393M
IWP
Ishares Russell Mid Cap Growth

ETFs
-85
- 2.31%
$103.87 - $117.59 $8.83K - $10K
3.6K $422M
V
Visa Inc.

Financial Services
-6
- 0.42%
$253.74 - $291.56 $1.52K - $1.75K
1.41K $388M
ABT
Abbott Laboratories

Healthcare
-76
- 3.01%
$100.07 - $118.13 $7.61K - $8.98K
2.45K $280M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
-15
- 1.32%
$256.4 - $289.78 $3.85K - $4.35K
1.12K $318M
HBAN
Huntington Bancshares Inc

Financial Services
-5.12K
- 8.12%
$12.84 - $15.15 $65.7K - $77.6K
57.9K $851M
CRM
Salesforce, Inc.

Technology
-16
- 0.99%
$238.42 - $276.53 $3.81K - $4.42K
1.6K $437M
VNQ
Vanguard Specialized Funds Van

ETFs
-100
- 3.68%
$82.97 - $98.97 $8.3K - $9.9K
2.62K $255M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
-1.33K
- 1.88%
$47.18 - $48.74 $62.7K - $64.8K
69.4K $3.38B
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-727
- 3.39%
$63.28 - $70.06 $46K - $50.9K
20.7K $1.45B
VZ
Verizon Communications Inc

Communication Services
-26
- 0.29%
$38.89 - $45.0 $1.01K - $1.17K
8.91K $400M
DISV
Dimensional ETF Tr Dimensional

ETFs
-188
- 1.05%
$26.06 - $29.18 $4.9K - $5.49K
17.7K $514M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
-198
- 0.38%
$47.01 - $48.2 $9.31K - $9.54K
51.5K $2.48B
IWS
Ishares Russell Midcap Value E

ETFs
-107
- 2.23%
$119.52 - $132.25 $12.8K - $14.2K
4.7K $622M
Ea Series Trust
-392
- 1.33%
N/A
29K $641M
DFSV
Dimensional ETF Tr Dimensional

ETFs
-3.6K
- 4.59%
$28.25 - $31.7 $102K - $114K
74.8K $2.3B
IJS
Ishares S&P Smallcap 600 Value

ETFs
-169
- 2.5%
$95.81 - $109.03 $16.2K - $18.4K
6.59K $709M
HEI
Heico Corp

Industrials
-100
- 4.76%
$220.59 - $267.96 $22.1K - $26.8K
2K $523M
VO
Vanguard Mid Cap ETF

ETFs
-81
- 2.14%
$237.84 - $263.83 $19.3K - $21.4K
3.71K $979M
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
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