Lji Wealth Management, LLC has filed its 13F form on November 06, 2024 for Q3 2024 where it was disclosed a total value porftolio of $489 Billion distributed in 194 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P Total U.S. St with a value of $115B, Ishares 0 5 Year Investment Gr with a value of $44.9B, Fidelity Nasdaq Composite Inde with a value of $27B, Ishares Russell 2000 ETF with a value of $22.5B, and Ishares Tr Fltg Rate Nt ETF with a value of $17.4B.
Examining the 13F form we can see an increase of $36.9B in the current position value, from $452B to 489B.
Lji Wealth Management, LLC is based out at Indianapolis, IN
Below you can find more details about Lji Wealth Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$489 Billion
ETFs: $401 Billion
Technology: $34 Billion
Financial Services: $13 Billion
Healthcare: $11.7 Billion
Communication Services: $6.75 Billion
Consumer Cyclical: $5.53 Billion
Industrials: $4.59 Billion
Consumer Defensive: $3.74 Billion
Other: $6.06 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
