Lji Wealth Management, LLC Sells in Q1 2025

Lji Wealth Management, LLC

  • $502 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
-1.23K
- 1.85%
$209.68 - $247.1 $258K - $304K
65.3K $14.5B
VTI
Vanguard Total Stock Market Et

ETFs
-994
- 0.85%
$271.18 - $303.12 $270K - $301K
116K $31.8B
SPY
Spdr S&P 500 ETF Trust

ETFs
-757
- 8.51%
$551.42 - $612.93 $417K - $464K
8.13K $4.55B
HBAN
Huntington Bancshares Inc

Financial Services
-28.2K
- 65.79%
$14.28 - $17.39 $402K - $490K
14.6K $220M
DFSV
Dimensional ETF Tr Dimensional

ETFs
-6.14K
- 7.74%
$27.56 - $32.1 $169K - $197K
73.2K $2.06B
RDW
Redwire Corp

Industrials
-7.8K
- 25.08%
$8.29 - $25.66 $64.7K - $200K
23.3K $193M
TSLA
Tesla, Inc.

Consumer Cyclical
-1
- 0.05%
$222.15 - $428.22 $222 - $428
1.95K $506M
AVGO
Broadcom Inc.

Technology
-99
- 2.52%
$167.43 - $244.7 $16.6K - $24.2K
3.83K $641M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-1.67K
- 1.87%
$32.42 - $36.13 $54.2K - $60.4K
87.6K $2.89B
ENVX
Enovix Corp

Industrials
-1.5K
- 3.13%
$7.21 - $14.33 $10.8K - $21.5K
46.4K $341M
AMD
Advanced Micro Devices Inc

Technology
-711
- 15.53%
$96.63 - $129.55 $68.7K - $92.1K
3.87K $397M
BAC
Bank Of America Corp

Financial Services
-743
- 1.41%
$39.61 - $47.74 $29.4K - $35.5K
52.1K $2.17B
IVV
Ishares Core S&P 500 ETF

ETFs
-193
- 14.22%
$554.06 - $615.85 $107K - $119K
1.16K $654M
TGT
Target Corp

Consumer Defensive
-70
- 1.98%
$103.65 - $142.5 $7.26K - $9.98K
3.46K $361M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-200
- 8.95%
$211.47 - $267.17 $42.3K - $53.4K
2.03K $430M
KOD
Kodiak Sciences Inc.

Healthcare
-3K
- 22.9%
$2.81 - $9.57 $8.43K - $28.7K
10.1K $28.3M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
-2.44K
- 5.28%
$47.59 - $48.35 $116K - $118K
43.7K $2.11B
RF
Regions Financial Corp

Financial Services
-1K
- 3.52%
$20.84 - $24.77 $20.8K - $24.8K
27.4K $596M
Ea Series Trust
-354
- 1.22%
N/A
28.6K $556M
META
Meta Platforms, Inc.

Communication Services
-46
- 0.97%
$576.36 - $736.67 $26.5K - $33.9K
4.69K $2.7B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-762
- 15.05%
$57.21 - $65.8 $43.6K - $50.1K
4.3K $251M
IWS
Ishares Russell Midcap Value E

ETFs
-400
- 10.62%
$122.59 - $135.24 $49K - $54.1K
3.37K $424M
FDX
Fedex Corp

Industrials
-75
- 7.46%
$230.33 - $281.53 $17.3K - $21.1K
930 $227M
DWAS
Invesco ETF Tr Ii Dwa Smallcap

ETFs
-175
- 5.99%
$76.24 - $95.41 $13.3K - $16.7K
2.75K $214M
VGSH
Vanguard

ETFs
-1.15K
- 3.84%
$58.07 - $58.69 $66.5K - $67.2K
28.7K $1.68B
IJS
Ishares S&P Smallcap 600 Value

ETFs
-46
- 1.09%
$96.3 - $112.23 $4.43K - $5.16K
4.16K $405M
HD
Home Depot, Inc.

Consumer Cyclical
-14
- 0.83%
$347.25 - $424.87 $4.86K - $5.95K
1.67K $614M
CAT
Caterpillar Inc

Industrials
-5
- 0.44%
$326.75 - $407.63 $1.63K - $2.04K
1.14K $376M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-261
- 1.02%
$49.25 - $50.66 $12.9K - $13.2K
25.3K $1.26B
PGF
Invesco Exchange Traded Fd Tr

ETFs
-617
- 1.42%
$14.28 - $14.97 $8.81K - $9.24K
42.7K $610M
WMT
Walmart Inc.

Consumer Defensive
-18
- 0.27%
$84.5 - $105.05 $1.52K - $1.89K
6.71K $589M
PFF
Ishares Trust Ishares Pfd And

ETFs
-330
- 3.66%
$30.73 - $32.26 $10.1K - $10.6K
8.69K $267M
ASML
Asml Holding Nv

Technology
-2
- 0.41%
$662.63 - $776.99 $1.33K - $1.55K
488 $323M
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
-300
- 3.29%
$47.35 - $48.24 $14.2K - $14.5K
8.83K $420M
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
-2.12K
- 14.03%
$26.71 - $31.58 $56.7K - $67K
13K $394M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
-380
- 2.29%
$20.7 - $21.15 $7.87K - $8.04K
16.2K $335M
IBM
International Business Machines Corp

Technology
-202
- 15.49%
$217.4 - $264.74 $43.9K - $53.5K
1.1K $274M
NIO
Nio Inc.

Consumer Cyclical
-72
- 0.32%
$3.75 - $5.22 $270 - $376
22.2K $84.5M
IVE
Ishares S&P 500 Value ETF

ETFs
-50
- 2.12%
$185.78 - $198.58 $9.29K - $9.93K
2.31K $441M
HYG
Ishares Tr

ETFs
-141
- 3.65%
$78.51 - $80.11 $11.1K - $11.3K
3.72K $293M
SRLN
Ssga Active Trust

ETFs
-110
- 1.21%
$41.02 - $41.99 $4.51K - $4.62K
8.96K $368M
SGMO
Sangamo Therapeutics, Inc

Healthcare
-500
- 2.06%
$0.66 - $1.37 $330 - $685
23.8K $15.6M
UWMC
Uwm Holdings Corp

Financial Services
-100
- 0.83%
$5.43 - $6.63 $543 - $663
11.9K $65M
PG
Procter & Gamble CO

Consumer Defensive
-63
- 2.71%
$158.56 - $176.26 $9.99K - $11.1K
2.26K $385M
Dimensional ETF Trust
-715
- 2.69%
N/A
25.8K $678M
ECL
Ecolab Inc.

Basic Materials
-67
- 7.4%
$229.72 - $269.82 $15.4K - $18.1K
839 $213M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-437
- 7.09%
$74.85 - $84.89 $32.7K - $37.1K
5.72K $468M
CSCO
Cisco Systems, Inc.

Technology
-28
- 0.83%
$58.74 - $64.87 $1.64K - $1.82K
3.36K $208M
EEM
Ishares Msci Emerging Markets

ETFs
-253
- 2.45%
$40.81 - $45.34 $10.3K - $11.5K
10.1K $440M
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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