Lji Wealth Management, LLC has filed its 13F form on August 12, 2024 for Q2 2024 where it was disclosed a total value porftolio of $452 Billion distributed in 186 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 $106B, Ishares 0 5 Year Investment Gr with a value of $41.4B, Fidelity Nasdaq Composite Inde with a value of $25.7B, Ishares Russell 2000 ETF with a value of $19.8B, and Ishares Tr Fltg Rate Nt ETF with a value of $16.8B.
Examining the 13F form we can see an increase of $65.9B in the current position value, from $387B to 452B.
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
$452 Billion
ETFs: $370 Billion
Technology: $30 Billion
Financial Services: $12.6 Billion
Healthcare: $11.8 Billion
Communication Services: $6.55 Billion
Consumer Cyclical: $4.98 Billion
Industrials: $4.89 Billion
Consumer Defensive: $3.63 Billion
Other: $5.26 Billion
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
