4 J Wealth Management LLC Purchases in Q2 2025

4 J Wealth Management LLC

  • $109 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
BALT
Innovator Etfs Tr
88.5K
+ 134.96%
$30.33 - $32.1 $2.69M - $2.84M
154K $4.94M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
51.6K
New
$43.53 - $54.46 $2.25M - $2.81M
51.6K $2.81M
IVV
Ishares Core S&P 500 ETF

ETFs
698
+ 1.9%
$498.8 - $620.9 $348K - $433K
37.5K $23.3M
HGER
Harbor ETF Tr All Weather Infl
35.9K
New
$22.13 - $25.39 $795K - $913K
35.9K $873K
MSFT
Microsoft Corp

Technology
25
+ 0.5%
$354.56 - $497.45 $8.86K - $12.4K
5.06K $2.51M
AMZN
Amazon Com Inc

Consumer Cyclical
175
+ 1.34%
$167.32 - $223.3 $29.3K - $39.1K
13.2K $2.9M
TSPA
T Rowe Price ETF Inc Us Equity

ETFs
6.04K
+ 63.41%
$31.29 - $38.89 $189K - $235K
15.6K $605K
PM
Philip Morris International Inc.

Consumer Defensive
1.18K
New
$149.23 - $184.95 $177K - $219K
1.18K $215K
TXN
Texas Instruments Inc

Technology
1.1K
New
N/A
1.1K $213K
IBDW
Ishares Tr Ibonds Dec 2031 Ter
9.56K
New
$20.23 - $21.04 $193K - $201K
9.56K $201K
QQQ
Invesco Qqq Trust, Series 1

ETFs
62
+ 4.93%
$416.06 - $551.64 $25.8K - $34.2K
1.32K $728K
IAU
Ishares Gold Trust

ETFs
253
+ 0.85%
$56.1 - $64.74 $14.2K - $16.4K
29.9K $1.87M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
3.25K
+ 13.02%
$24.94 - $25.42 $81.1K - $82.6K
28.2K $717K
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
2.79K
+ 6.27%
$23.96 - $24.27 $66.9K - $67.8K
47.3K $1.15M
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
61
+ 4.32%
$201.28 - $266.34 $12.3K - $16.2K
1.47K $392K
TBUX
T Rowe Price Exchange Traded F

ETFs
1.23K
+ 4.7%
$49.52 - $49.9 $60.7K - $61.1K
27.3K $1.36M
IXN
Ishares Global Information Tec

ETFs
20
+ 0.6%
$65.81 - $92.34 $1.32K - $1.85K
3.37K $311K
JPM
Jpmorgan Chase & CO

Financial Services
5
+ 0.47%
$210.28 - $289.91 $1.05K - $1.45K
1.07K $309K
DHR
Danaher Corp

Healthcare
191
+ 14.11%
$174.64 - $205.16 $33.4K - $39.2K
1.55K $305K
IBTI
Ishares Tr Ibonds Dec 2028 Ter

ETFs
28
+ 0.29%
$22.09 - $22.44 $619 - $628
9.56K $213K
TFLR
T Rowe Price Exchange Traded F
13K
+ 7.88%
N/A
178K $0
T Rowe Price ETF Inc
2.81K
+ 1.12%
N/A
254K $0
T Rowe Price ETF Inc
320K
+ 231.68%
N/A
458K $0
T Rowe Price ETF Inc
4.77K
+ 5.13%
N/A
97.8K $0
T Rowe Price ETF Inc
13.3K
New
N/A
13.3K $0
Ge Vernova Inc
484
New
N/A
484 $0
Brookfield Corp
30
+ 0.36%
N/A
8.37K $0
XOM
Exxon Mobil Corp

Energy
11
+ 0.08%
$99.93 - $119.04 $1.1K - $1.31K
13K $1.4M
Activity Summary
Buys All Purchases 29 New Holdings 7 Increased Positions 22 Sells All Sells 39 Reductions 39 Sold out 0 Options Calls 0 Puts 0
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