Lji Wealth Management, LLC Portfolio Holdings by Sector

Lji Wealth Management, LLC

$489 Billion
Q3 2024

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
ETFs \| ETFs ITOT SLQD ONEQ IWM FLOT QQQ IWR YYY 96 stocks	$386 Million 79.39% of portfolio	47	32	3	-	0 Calls 0 Puts
Consumer Electronics \| Technology AAPL AAPL 2 stocks	$16 Million 3.3% of portfolio	1	-	-	-	0 Calls 0 Puts
Closed-End Fund - Equity \| ETFs VTI 1 stocks	$14.3 Million 2.95% of portfolio	1	-	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services JPM BAC WFC 3 stocks	$9.43 Million 1.94% of portfolio	2	1	-	-	0 Calls 0 Puts
Drug Manufacturers—General \| Healthcare LLY JNJ ABBV PFE MRK AMGN 6 stocks	$8.55 Million 1.76% of portfolio	3	3	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT PLTR ORCL NET ADBE CRWD 6 stocks	$7.56 Million 1.56% of portfolio	4	-	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA AMD AVGO INTC TSM 5 stocks	$5.98 Million 1.23% of portfolio	5	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services META GOOGL GOOG 3 stocks	$4.8 Million 0.99% of portfolio	2	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$2.61 Million 0.54% of portfolio	1	-	-	-	0 Calls 0 Puts
Discount Stores \| Consumer Defensive TGT COST WMT 3 stocks	$2.48 Million 0.51% of portfolio	2	1	-	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy XOM CVX 2 stocks	$2.41 Million 0.5% of portfolio	1	1	-	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials BA HEI RDW POWW 4 stocks	$2.26 Million 0.47% of portfolio	2	2	1	-	0 Calls 0 Puts
Biotechnology \| Healthcare VKTX NVO XERS KOD SGMO 5 stocks	$1.87 Million 0.39% of portfolio	1	3	-	-	0 Calls 0 Puts
Banks—Regional \| Financial Services HBAN RF IBCP 3 stocks	$1.84 Million 0.38% of portfolio	-	1	-	-	0 Calls 0 Puts
Entertainment \| Communication Services DIS NFLX 2 stocks	$1.53 Million 0.31% of portfolio	-	1	-	-	0 Calls 0 Puts
Semiconductor Equipment & Materials \| Technology LRCX ASML KLAC AMAT 4 stocks	$1.52 Million 0.31% of portfolio	-	-	-	-	0 Calls 0 Puts
Computer Hardware \| Technology SMCI 1 stocks	$1.2 Million 0.25% of portfolio	1	-	1	-	0 Calls 0 Puts
Home Improvement Retail \| Consumer Cyclical HD LOW 2 stocks	$951,735 0.2% of portfolio	2	-	1	-	0 Calls 0 Puts
REIT—Industrial \| Real Estate EXR 1 stocks	$942,394 0.19% of portfolio	-	-	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-B 1 stocks	$927,424 0.19% of portfolio	1	-	-	-	0 Calls 0 Puts
Software—Application \| Technology CRM UBER BCOV 3 stocks	$762,264 0.16% of portfolio	-	1	-	-	0 Calls 0 Puts
Resorts & Casinos \| Consumer Cyclical WYNN 1 stocks	$762,246 0.16% of portfolio	-	1	-	-	0 Calls 0 Puts
Electrical Equipment & Parts \| Industrials ENVX 1 stocks	$690,226 0.14% of portfolio	1	-	-	-	0 Calls 0 Puts
Oil & Gas E&P \| Energy OXY 1 stocks	$661,774 0.14% of portfolio	1	-	1	-	0 Calls 0 Puts
Auto Manufacturers \| Consumer Cyclical TSLA NIO 2 stocks	$637,878 0.13% of portfolio	-	1	-	-	0 Calls 0 Puts
Credit Services \| Financial Services V MA 2 stocks	$623,278 0.13% of portfolio	1	1	-	-	0 Calls 0 Puts
Restaurants \| Consumer Cyclical SBUX MCD 2 stocks	$567,666 0.12% of portfolio	1	1	1	-	0 Calls 0 Puts
Information Technology Services \| Technology CTSH IBM 2 stocks	$562,432 0.12% of portfolio	2	-	2	-	0 Calls 0 Puts
Medical Instruments & Supplies \| Healthcare ISRG 1 stocks	$560,048 0.12% of portfolio	1	-	-	-	0 Calls 0 Puts
Railroads \| Industrials UNP 1 stocks	$543,242 0.11% of portfolio	1	-	-	-	0 Calls 0 Puts
Tobacco \| Consumer Defensive MO PM 2 stocks	$532,995 0.11% of portfolio	-	1	-	-	0 Calls 0 Puts
Closed-End Fund - Foreign \| ETFs EEM 1 stocks	$494,692 0.1% of portfolio	-	-	-	-	0 Calls 0 Puts
Oil & Gas Equipment & Services \| Energy SLB 1 stocks	$485,110 0.1% of portfolio	-	1	-	-	0 Calls 0 Puts
Farm & Heavy Construction Machinery \| Industrials CAT 1 stocks	$447,832 0.09% of portfolio	-	-	-	-	0 Calls 0 Puts
REIT—Residential \| Real Estate AVB 1 stocks	$432,255 0.09% of portfolio	-	-	-	-	0 Calls 0 Puts
Household & Personal Products \| Consumer Defensive PG 1 stocks	$421,049 0.09% of portfolio	1	-	-	-	0 Calls 0 Puts
Telecom Services \| Communication Services VZ 1 stocks	$400,274 0.08% of portfolio	-	1	-	-	0 Calls 0 Puts
Communication Equipment \| Technology PI 1 stocks	$389,736 0.08% of portfolio	-	-	-	-	0 Calls 0 Puts
REIT—Retail \| Real Estate SPG 1 stocks	$363,562 0.07% of portfolio	-	-	-	-	0 Calls 0 Puts
Specialty Industrial Machinery \| Industrials AME 1 stocks	$358,359 0.07% of portfolio	-	-	-	-	0 Calls 0 Puts
Utilities—Diversified \| Utilities SRE 1 stocks	$317,627 0.07% of portfolio	-	-	-	-	0 Calls 0 Puts
Packaged Foods \| Consumer Defensive KHC 1 stocks	$308,983 0.06% of portfolio	-	1	-	-	0 Calls 0 Puts
Healthcare Plans \| Healthcare ELV 1 stocks	$289,640 0.06% of portfolio	-	-	-	-	0 Calls 0 Puts
Integrated Freight & Logistics \| Industrials FDX 1 stocks	$281,890 0.06% of portfolio	-	-	-	-	0 Calls 0 Puts
Medical Devices \| Healthcare ABT 1 stocks	$279,632 0.06% of portfolio	-	1	-	-	0 Calls 0 Puts
Specialty Chemicals \| Basic Materials ECL 1 stocks	$239,097 0.05% of portfolio	-	1	-	-	0 Calls 0 Puts
Copper \| Basic Materials FCX 1 stocks	$211,261 0.04% of portfolio	-	-	-	-	0 Calls 0 Puts
Mortgage Finance \| Financial Services UWMC 1 stocks	$129,163 0.03% of portfolio	-	-	-	-	0 Calls 0 Puts
Pharmaceutical Retailers \| Healthcare WBA 1 stocks	$100,065 0.02% of portfolio	1	-	-	-	0 Calls 0 Puts
Broadcasting \| Communication Services FUBO 1 stocks	$14,778 0.0% of portfolio	-	1	-	-	0 Calls 0 Puts

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Lji Wealth Management, LLC Portfolio Holdings by Sector

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