4 J Wealth Management LLC Portfolio Holdings

4 J Wealth Management LLC

  • $105 Million
  • Q4 2024

4 J Wealth Management LLC has filed its 13F form on January 23, 2025 for Q4 2024 where it was disclosed a total value porftolio of $105 Million distributed in 84 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $20M, Ishares Core Dividend Growth E with a value of $10.5M, Berkshire Hathaway Inc Class B with a value of $6.28M, Nvidia Corp with a value of $5.69M, and Innovator Etfs Tr Laddered Fd with a value of $4.5M.

Examining the 13F form we can see an decrease of $8.34M in the current position value, from $114M to 105M.

Below you can find more details about 4 J Wealth Management LLC portfolio as well as his latest detailed transactions.

Portfolio value $105 Million
ETFs: $65.9 Million
Technology: $12.7 Million
Financial Services: $9.06 Million
Consumer Cyclical: $5.56 Million
Communication Services: $4.66 Million
Industrials: $3.08 Million
Energy: $1.62 Million
Healthcare: $1.24 Million
Other: $1.04 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$20 Million 18.97% of portfolio
33,903
Q4 2024 Reduced 0.21%
$0
$10.5 Million 9.97% of portfolio
170,960
Q4 2024 Added 7.34%
$615B
$6.28 Million 5.96% of portfolio
13,845
Q4 2024 Reduced 3.4%
$299B
$5.69 Million 5.41% of portfolio
42,406
Q3 2024 Reduced 1.23%
$0
$4.5 Million 4.28% of portfolio
139,263
Q4 2024 Added 6.41%
$3.79T
$4.07 Million 3.87% of portfolio
16,266
Q4 2024 Reduced 1.39%
$0
$3.7 Million 3.51% of portfolio
31,985
Q4 2024 New
$2.42T
$2.74 Million 2.61% of portfolio
12,499
Q4 2024 Reduced 3.28%
$1.25T
$2.71 Million 2.57% of portfolio
14,215
Q4 2024 Reduced 7.78%
$0
$2.24 Million 2.13% of portfolio
26,424
Q4 2024 Added 0.41%
$0
$2.03 Million 1.93% of portfolio
24,744
Q4 2024 Reduced 2.54%
$3.09T
$1.89 Million 1.8% of portfolio
4,482
Q4 2024 Reduced 3.11%
$1.28T
$1.83 Million 1.74% of portfolio
4,535
Q4 2024 Reduced 0.77%
$0
$1.81 Million 1.72% of portfolio
72,276
Q4 2024 Added 16.82%
$75B
$1.79 Million 1.7% of portfolio
3,804
Q3 2022 New
$530B
$1.47 Million 1.4% of portfolio
2,799
Q4 2024 Reduced 3.35%
$445B
$1.39 Million 1.33% of portfolio
12,967
Q3 2024 Reduced 0.23%
$0
$1.24 Million 1.18% of portfolio
52,385
Q4 2024 Added 19.34%
$0
$1.18 Million 1.12% of portfolio
49,087
Q4 2024 Added 14.31%
$0
$1.04 Million 0.99% of portfolio
44,484
Q4 2024 Reduced 8.98%
$0
$975,000 0.93% of portfolio
18,930
Q4 2024 Added 4.5%
$0
$949,000 0.9% of portfolio
8,916
Q4 2024 Reduced 7.7%
$0
$934,000 0.89% of portfolio
42,091
Q4 2024 Reduced 11.41%
$1.54T
$910,000 0.87% of portfolio
1,544
Q4 2024 Added 0.06%
$0
$888,000 0.84% of portfolio
17,790
Q4 2024 Reduced 9.64%
$0
$860,000 0.82% of portfolio
8,478
Q4 2024 Reduced 0.12%
$459B
$831,000 0.79% of portfolio
4,990
Q1 2024 Added 0.26%
$0
$754,000 0.72% of portfolio
1,287
Q1 2024 Added 2.63%
$0
$717,000 0.68% of portfolio
14,418
Q4 2024 Reduced 5.86%
$0
$695,000 0.66% of portfolio
3,908
Q4 2024 Reduced 5.88%
$1.2T
$660,000 0.63% of portfolio
3,489
Q4 2024 Reduced 2.08%
$0
$645,000 0.61% of portfolio
7,267
Q2 2024 Reduced 3.33%
$0
$587,000 0.56% of portfolio
2,026
Q4 2024 Reduced 0.49%
$0
$577,000 0.55% of portfolio
1,130
Q3 2024 Added 36.14%
$89.2B
$524,000 0.5% of portfolio
2,165
Q2 2024 Reduced 1.14%
$0
$513,000 0.49% of portfolio
20,629
Q4 2024 Reduced 2.64%
$0
$514,000 0.49% of portfolio
10,189
Q4 2024 Reduced 6.75%
$0
$470,000 0.45% of portfolio
2,464
Q2 2024 Reduced 0.4%
$73.4B
$468,000 0.44% of portfolio
370
Q4 2024 Reduced 0.27%
$0
$468,000 0.44% of portfolio
9,453
Q4 2024 Added 105.5%
$0
$455,000 0.43% of portfolio
9,081
Q4 2024 Added 2.25%
$0
$452,000 0.43% of portfolio
19,818
Q4 2024 Reduced 26.83%
$0
$440,000 0.42% of portfolio
4,314
Q1 2024 Added 500.0%
$0
$423,000 0.4% of portfolio
18,425
Q4 2024 Reduced 94.21%
$91.5B
$404,000 0.38% of portfolio
854
Q4 2024 Added 0.35%
$0
$393,000 0.37% of portfolio
14,778
Q4 2024 Reduced 29.34%
$398B
$387,000 0.37% of portfolio
2,676
Q3 2024 Reduced 0.26%
$237B
$379,000 0.36% of portfolio
1,278
Q4 2023 New
$435B
$379,000 0.36% of portfolio
426
Q2 2024 Reduced 5.75%

Summary

  • Portfolio
  • No. of Stocks 84
  • Current Value $105 Million
  • Prior Value $114 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 23, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 5 stocks
  • Additional Purchases 22 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 32 stocks
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