4 J Wealth Management LLC Purchases and Sells in Q3 2025

4 J Wealth Management LLC

$123 Million
Q3 2025

Top Buys

Incresed Positions

24 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DYNF	74.8K + 144.83%	$54.35 - $59.32 $4.06M - $4.44M	126K $7.48M
IVV	681 + 1.81%	$620.67 - $670.08 $423K - $456K	38.2K $25.6M
TSPA	30K + 192.38%	$38.85 - $41.97 $1.16M - $1.26M	45.5K $1.91M
NVDA	2.41K + 8.91%	$153.3 - $186.58 $369K - $449K	29.4K $5.49M
AAPL	521 + 3.11%	$202.38 - $256.87 $105K - $134K	17.3K $4.4M
IEI	7.75K + 22.67%	$117.65 - $120.08 $912K - $931K	42K $5.01M

New Holdings

4 operations

Stock	Shares change	Price Range	Shares Held	Trade History
JEPI	8.6K New	$55.61 - $57.37 $478K - $494K	8.6K $491K
AMD	1.61K New	$134.8 - $184.42 $217K - $296K	1.61K $259K
HII	744 New	$246.31 - $287.91 $183K - $214K	744 $214K
VUG	434 New	$433.97 - $484.08 $188K - $210K	434 $208K

Top Sells

Reduced Positions

40 operations

Stock	Shares change	Price Range	Shares Held	Trade History
HGER	-26.8K - 74.47%	$24.26 - $25.91 $649K - $694K	9.18K $236K
BALT	-8.49K - 5.51%	$32.11 - $32.82 $272K - $278K	146K $4.78M
IBDT	-4.87K - 17.26%	$25.24 - $25.56 $123K - $124K	23.3K $595K
IBDQ	-4.3K - 2.51%	$25.09 - $25.19 $108K - $108K	167K $4.21M
BUFB	-3.24K - 12.68%	$33.86 - $35.74 $110K - $116K	22.3K $798K
SHY	-854 - 3.51%	$82.38 - $83.0 $70.4K - $70.9K	23.5K $1.95M

Activity Summary All Purchases 28 New Holdings 4 Increased Positions 24 All Sells 40 Reductions 40 Sold out 0 Calls 0 Puts 0

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