4 J Wealth Management LLC Purchases and Sells in Q2 2025

4 J Wealth Management LLC

$109 Million
Q2 2025

Top Buys

Incresed Positions

22 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BALT	88.5K + 134.96%	$30.33 - $32.1 $2.69M - $2.84M	154K $4.94M
IVV	698 + 1.9%	$498.8 - $620.9 $348K - $433K	37.5K $23.3M
MSFT	25 + 0.5%	$354.56 - $497.45 $8.86K - $12.4K	5.06K $2.51M
AMZN	175 + 1.34%	$167.32 - $223.3 $29.3K - $39.1K	13.2K $2.9M
TSPA	6.04K + 63.41%	$31.29 - $38.89 $189K - $235K	15.6K $605K
IBDR	6.18K + 11.91%	N/A	58.1K $1.38M

New Holdings

7 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DYNF	51.6K New	$43.53 - $54.46 $2.25M - $2.81M	51.6K $2.81M
HGER	35.9K New	$22.13 - $25.39 $795K - $913K	35.9K $873K
PM	1.18K New	$149.23 - $184.95 $177K - $219K	1.18K $215K
TXN	1.1K New	N/A	1.1K $213K
IBDW	9.56K New	$20.23 - $21.04 $193K - $201K	9.56K $201K
GE VERNOVA INC	484 New	N/A	484 $0

Top Sells

Reduced Positions

39 operations

Stock	Shares change	Price Range	Shares Held	Trade History
BUFB	-176K - 87.31%	$28.75 - $33.88 $5.06M - $5.96M	25.6K $866K
BRK-B	-125 - 0.91%	$483.48 - $539.8 $60.4K - $67.5K	13.6K $6.62M
AAPL	-93 - 0.55%	$172.42 - $223.89 $16K - $20.8K	16.7K $3.44M
UNH	-11 - 1.31%	$274.35 - $599.47 $3.02K - $6.59K	829 $258K
IBDQ	-4.22K - 2.4%	$25.04 - $25.18 $106K - $106K	171K $4.31M
IBTH	-3.97K - 9.43%	$22.3 - $22.57 $88.6K - $89.7K	38.2K $858K

Activity Summary All Purchases 29 New Holdings 7 Increased Positions 22 All Sells 39 Reductions 39 Sold out 0 Calls 0 Puts 0

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