4 J Wealth Management LLC Portfolio Holdings

4 J Wealth Management LLC

  • $109 Million
  • Q2 2025

4 J Wealth Management LLC has filed its 13F form on August 04, 2025 for Q2 2025 where it was disclosed a total value porftolio of $109 Million distributed in 94 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 $23.3M, Berkshire Hathaway Inc Class B with a value of $6.62M, Innovator Etfs Tr with a value of $4.94M, Ishares Ibonds Dec 2025 Term C with a value of $4.31M, and Nvidia Corp with a value of $4.27M.

Examining the 13F form we can see an increase of $7.05M in the current position value, from $102M to 109M.

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

Portfolio value $109 Million
ETFs: $63.6 Million
Technology: $11.5 Million
Financial Services: $9.69 Million
Consumer Cyclical: $5.34 Million
Communication Services: $4.89 Million
Industrials: $3.22 Million
Energy: $1.62 Million
Healthcare: $1.39 Million
Other: $1.13 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$23.3 Million 21.43% of portfolio
37,531
Q2 2025 Added 1.9%
$621B
$6.62 Million 6.08% of portfolio
13,621
Q2 2025 Reduced 0.91%
$0
$4.94 Million 4.55% of portfolio
154,128
Q2 2025 Added 134.96%
$0
$4.31 Million 3.97% of portfolio
171,297
Q2 2025 Reduced 2.4%
$456B
$4.27 Million 3.93% of portfolio
27,019
Q2 2025 Reduced 16.7%
$0
$4.07 Million 3.75% of portfolio
34,200
Q2 2025 Reduced 0.62%
$3.69T
$3.44 Million 3.16% of portfolio
16,745
Q2 2025 Reduced 0.55%
$2.26T
$2.9 Million 2.67% of portfolio
13,222
Q2 2025 Added 1.34%
$0
$2.81 Million 2.59% of portfolio
51,634
Q2 2025 New
$3.95T
$2.51 Million 2.31% of portfolio
5,055
Q2 2025 Added 0.5%
$0
$2.48 Million 2.28% of portfolio
38,778
Q2 2025 Reduced 1.46%
$1.24T
$2.48 Million 2.28% of portfolio
13,992
Q2 2025 Reduced 1.5%
$0
$2.01 Million 1.85% of portfolio
24,316
Q2 2025 Reduced 1.61%
$89.4B
$1.92 Million 1.76% of portfolio
3,835
Q2 2025 Reduced 0.83%
$53.5B
$1.87 Million 1.72% of portfolio
29,911
Q2 2025 Added 0.85%
$548B
$1.55 Million 1.43% of portfolio
2,767
Q2 2025 Reduced 2.67%
$442B
$1.4 Million 1.29% of portfolio
12,978
Q2 2025 Added 0.08%
$0
$1.38 Million 1.27% of portfolio
58,050
Q2 2025 Added 11.91%
$0
$1.36 Million 1.25% of portfolio
27,267
Q2 2025 Added 4.7%
$0
$1.23 Million 1.13% of portfolio
52,784
Q2 2025 Reduced 0.09%
$1.78T
$1.21 Million 1.11% of portfolio
1,637
Q2 2025 Reduced 0.61%
$0
$1.15 Million 1.06% of portfolio
47,330
Q2 2025 Added 6.27%
$684B
$1.09 Million 1.0% of portfolio
4,990
Q1 2024 Added 0.26%
$0
$932,000 0.86% of portfolio
8,467
Q2 2025 Reduced 1.29%
$0
$922,000 0.85% of portfolio
17,311
Q2 2025 Reduced 6.37%
$0
$895,000 0.82% of portfolio
17,815
Q1 2025 Added 0.14%
$0
$871,000 0.8% of portfolio
8,337
Q2 2025 Reduced 6.02%
$0
$873,000 0.8% of portfolio
35,946
Q2 2025 New
$0
$866,000 0.8% of portfolio
25,570
Q2 2025 Reduced 87.31%
$0
$858,000 0.79% of portfolio
38,183
Q2 2025 Reduced 9.43%
$0
$795,000 0.73% of portfolio
1,287
Q1 2024 Added 2.63%
$0
$728,000 0.67% of portfolio
1,320
Q2 2025 Added 4.93%
$0
$716,000 0.66% of portfolio
14,156
Q2 2025 Reduced 1.78%
$0
$717,000 0.66% of portfolio
28,219
Q2 2025 Added 13.02%
$0
$695,000 0.64% of portfolio
3,807
Q2 2025 Reduced 1.32%
$1.21T
$636,000 0.58% of portfolio
3,611
Q2 2025 Reduced 7.46%
$0
$633,000 0.58% of portfolio
6,750
Q2 2025 Reduced 7.11%
$0
$615,000 0.57% of portfolio
2,026
Q4 2024 Reduced 0.49%
$0
$605,000 0.56% of portfolio
15,573
Q2 2025 Added 63.41%
$106B
$606,000 0.56% of portfolio
1,990
Q2 2025 Reduced 1.24%
$545B
$566,000 0.52% of portfolio
423
Q2 2025 Reduced 0.24%
$76.5B
$550,000 0.51% of portfolio
362
Q2 2025 Reduced 1.09%
$0
$520,000 0.48% of portfolio
10,189
Q4 2024 Reduced 6.75%
$0
$484,000 0.45% of portfolio
4,314
Q1 2024 Added 500.0%
$0
$481,000 0.44% of portfolio
2,464
Q2 2024 Reduced 0.4%
$306B
$465,000 0.43% of portfolio
1,810
Q1 2025 Reduced 1.36%
$0
$455,000 0.42% of portfolio
9,081
Q4 2024 Added 2.25%
$94.5B
$427,000 0.39% of portfolio
852
Q1 2025 Reduced 0.23%
$0
$408,000 0.38% of portfolio
17,771
Q2 2025 Reduced 0.94%

Summary

  • Portfolio
  • No. of Stocks 94
  • Current Value $109 Million
  • Prior Value $102 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 04, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 7 stocks
  • Additional Purchases 22 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 39 stocks
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