Wj Financial Advisors LLC New Holdings in Q3 2025

Wj Financial Advisors LLC

  • $103 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
GLD
Spdr Gold Trust

ETFs
15.6K
New
$300.96 - $355.47 $4.71M - $5.56M
15.6K $5.56B
AAPL
Apple Inc.

Technology
21.3K
New
$202.38 - $256.87 $4.31M - $5.48M
21.3K $5.43B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
8.91K
New
$459.11 - $506.91 $4.09M - $4.52M
8.91K $4.48B
SCHX
Schwab Strategic Tr Us Large C

ETFs
151K
New
$24.46 - $26.5 $3.69M - $4M
151K $3.98B
AMZN
Amazon Com Inc

Consumer Cyclical
17.1K
New
$211.65 - $238.24 $3.62M - $4.08M
17.1K $3.76B
SPY
Spdr S&P 500 ETF Trust

ETFs
5.44K
New
$617.65 - $666.84 $3.36M - $3.63M
5.44K $3.63B
TLT
Ishares Barclays 20+ Year Trea

ETFs
36.5K
New
$85.01 - $90.35 $3.1M - $3.3M
36.5K $3.26B
PFF
Ishares Trust Ishares Pfd And

ETFs
92.9K
New
$30.67 - $32.13 $2.85M - $2.99M
92.9K $2.94B
MDB
Mongo Db, Inc.

Technology
8.45K
New
$201.0 - $334.87 $1.7M - $2.83M
8.45K $2.62B
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
69.1K
New
$28.15 - $30.13 $1.95M - $2.08M
69.1K $2.05B
GOOG
Alphabet Inc.

Communication Services
7.99K
New
$175.16 - $255.24 $1.4M - $2.04M
7.99K $1.95B
COST
Costco Wholesale Corp

Consumer Defensive
2.05K
New
$915.95 - $994.57 $1.87M - $2.03M
2.05K $1.89B
JPM
Jpmorgan Chase & CO

Financial Services
5.86K
New
$282.78 - $316.06 $1.66M - $1.85M
5.86K $1.85B
VGT
Vanguard Information Technolog

ETFs
2.36K
New
$656.44 - $753.15 $1.55M - $1.78M
2.36K $1.76B
VCLT
Vanguard Lg Trm Corp Bd ETF

ETFs
22.6K
New
$73.94 - $78.51 $1.67M - $1.77M
22.6K $1.76B
SCHA
Schwab Strategic Tr Us Small C

ETFs
59.3K
New
$25.29 - $28.33 $1.5M - $1.68M
59.3K $1.65B
SO
Southern CO

Utilities
17.3K
New
$90.83 - $96.0 $1.57M - $1.66M
17.3K $1.64B
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
58.8K
New
$21.69 - $23.34 $1.28M - $1.37M
58.8K $1.37B
MSFT
Microsoft Corp

Technology
2.54K
New
$491.09 - $535.64 $1.25M - $1.36M
2.54K $1.31B
XLU
Utilities Sector Spdr

ETFs
14.7K
New
$81.14 - $87.32 $1.19M - $1.28M
14.7K $1.28B
CLM
Cornerstone Strategic Value Fund Inc

Financial Services
151K
New
$7.95 - $8.31 $1.2M - $1.25M
151K $1.25B
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
2.09K
New
$567.09 - $607.37 $1.18M - $1.27M
2.09K $1.24B
JNJ
Johnson & Johnson

Healthcare
6.29K
New
$155.17 - $185.42 $975K - $1.17M
6.29K $1.17B
LDP
Cohen & Steers LTD Duration Preferred & Income Fund, Inc.

Financial Services
52.7K
New
$20.79 - $21.92 $1.1M - $1.16M
52.7K $1.14B
AES
Aes Corp

Utilities
84K
New
$10.77 - $13.94 $905K - $1.17M
84K $1.11B
TYG
Tortoise Energy Infrastructure Corp

Financial Services
24K
New
$42.13 - $44.1 $1.01M - $1.06M
24K $1.03B
XLK
Technology Sector Spdr

ETFs
3.66K
New
$250.97 - $282.66 $918K - $1.03M
3.66K $1.03B
KMI
Kinder Morgan, Inc.

Energy
35.6K
New
$26.23 - $28.5 $934K - $1.01M
35.6K $1.01B
SAND
Sandstorm Gold LTD

Basic Materials
79.9K
New
$9.36 - $12.52 $748K - $1M
79.9K $1B
SCHE
Schwab Strategic Tr Us Emergin

ETFs
29.8K
New
$30.13 - $33.37 $898K - $995K
29.8K $995M
VCIT
Vanguard Intermediate Term Cor

ETFs
11.3K
New
$81.75 - $84.54 $925K - $957K
11.3K $952M
SLV
I Shares Silver Trust

ETFs
21.3K
New
$32.73 - $42.5 $697K - $906K
21.3K $903M
Blackrock Inc
750
New
N/A
750 $874M
RVT
Royce Value Trust, Inc.

Financial Services
53.8K
New
$14.94 - $16.5 $804K - $888K
53.8K $868M
NFLX
Netflix Inc

Communication Services
695
New
$1147.87 - $1297.18 $798K - $902K
695 $833M
META
Meta Platforms, Inc.

Communication Services
1.12K
New
$695.21 - $791.73 $780K - $888K
1.12K $824M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
34.1K
New
$22.9 - $23.58 $782K - $805K
34.1K $801M
VO
Vanguard Mid Cap ETF

ETFs
2.59K
New
$279.83 - $293.74 $724K - $760K
2.59K $760M
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
29.8K
New
$25.5 - $35.2 $759K - $1.05M
29.8K $759M
DVY
Ishares Tr

ETFs
5.19K
New
$133.88 - $142.57 $695K - $740K
5.19K $737M
GE
General Electric CO

Industrials
2.39K
New
$244.75 - $305.63 $585K - $730K
2.39K $719M
PLTR
Palantir Technologies Inc.

Technology
3.92K
New
$130.68 - $186.97 $512K - $733K
3.92K $715M
CRM
Salesforce, Inc.

Technology
2.99K
New
$231.66 - $273.65 $692K - $817K
2.99K $708M
AGNC
Agnc Investment Corp.

Real Estate
70.6K
New
$9.2 - $10.37 $649K - $732K
70.6K $691M
PEP
Pepsico Inc

Consumer Defensive
4.81K
New
$133.81 - $152.16 $644K - $732K
4.81K $676M
VB
Vanguard Small Cap ETF

ETFs
2.66K
New
$237.58 - $259.17 $631K - $689K
2.66K $676M
CAT
Caterpillar Inc

Industrials
1.39K
New
$390.92 - $477.15 $542K - $662K
1.39K $662M
WMB
Williams Companies, Inc.

Energy
10.4K
New
$56.52 - $64.01 $588K - $666K
10.4K $659M
TRV
Travelers Companies, Inc.

Financial Services
2.35K
New
$250.62 - $279.43 $589K - $656K
2.35K $656M
Activity Summary
Buys All Purchases 108 New Holdings 108 Increased Positions 0 Sells All Sells 0 Reductions 0 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Wj Financial Advisors LLC Portfolio

Follow Wj Financial Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wj Financial Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wj Financial Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email