4 J Wealth Management LLC Purchases in Q4 2025

4 J Wealth Management LLC

  • $125 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
UNOV
Earth Science Tech, Inc.

ETFs
136K
New
$37.41 - $37.91 $5.07M - $5.14M
136K $5.09M
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
78.4K
+ 551.88%
$23.35 - $23.55 $1.83M - $1.85M
92.6K $2.16M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
12.1K
+ 28.75%
$119.13 - $120.38 $1.44M - $1.45M
54K $6.45M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
19.5K
+ 15.41%
$57.9 - $61.26 $1.13M - $1.19M
146K $8.75M
AEP
American Electric Power CO Inc

Utilities
5.54K
New
$112.75 - $122.73 $625K - $680K
5.54K $672K
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
17.5K
+ 25.56%
N/A
85.8K $2.04M
IVV
Ishares Core S&P 500 ETF

ETFs
85
+ 0.22%
$656.2 - $690.71 $55.8K - $58.7K
38.3K $25.9M
TBUX
T Rowe Price Exchange Traded F

ETFs
5.66K
+ 20.27%
$49.81 - $50.02 $282K - $283K
33.6K $1.68M
IBDW
Ishares Tr Ibonds Dec 2031 Ter
12.7K
+ 132.85%
$21.09 - $21.35 $268K - $271K
22.3K $469K
AGX
Argan Inc

Industrials
680
New
$256.15 - $364.78 $174K - $248K
680 $239K
AZN
Astrazeneca PLC

Healthcare
2.53K
New
$81.15 - $89.4 $205K - $226K
2.53K $226K
NEE
Nextera Energy Inc

Utilities
2.54K
New
$78.18 - $86.03 $199K - $219K
2.54K $218K
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
5.84K
+ 25.02%
$25.38 - $25.57 $148K - $149K
29.2K $742K
GOOGL
Alphabet Inc.

Communication Services
105
+ 2.98%
$236.57 - $291.31 $24.8K - $30.6K
3.62K $1M
IAU
Ishares Gold Trust

ETFs
93
+ 0.29%
$72.65 - $82.5 $6.76K - $7.67K
32.3K $2.49M
VTI
Vanguard Total Stock Market Et

ETFs
123
+ 5.98%
$321.8 - $337.95 $39.6K - $41.6K
2.18K $719K
TSPA
T Rowe Price ETF Inc Us Equity

ETFs
614
+ 1.35%
$41.11 - $43.35 $25.2K - $26.6K
46.1K $1.95M
HGER
Harbor ETF Tr All Weather Infl
986
+ 10.74%
$25.61 - $27.12 $25.3K - $26.7K
10.2K $271K
GSY
Invesco Actively Mngd ETF Tr U

ETFs
620
+ 6.83%
$50.2 - $50.36 $31.1K - $31.2K
9.7K $488K
GE
General Electric CO

Industrials
50
+ 2.76%
$291.49 - $314.28 $14.6K - $15.7K
1.86K $558K
QQQ
Invesco Qqq Trust, Series 1

ETFs
10
+ 0.76%
$589.5 - $635.77 $5.9K - $6.36K
1.33K $802K
IBDV
Ishares Tr

Technology
100
+ 0.66%
$22.03 - $22.24 $2.2K - $2.22K
15.2K $334K
Profesionally Managed Portfo
6.38K
New
N/A
6.38K $0
Blackrock ETF Trust Ii
3.98K
New
N/A
3.98K $0
Brookfield Corp
3.64K
+ 43.47%
N/A
12K $0
T Rowe Price ETF Inc
23.1K
+ 35.62%
N/A
87.8K $0
T Rowe Price ETF Inc
3.7K
+ 0.75%
N/A
497K $0
T Rowe Price ETF Inc
12K
+ 4.47%
N/A
280K $0
T Rowe Price ETF Inc
41.5K
+ 29.15%
N/A
184K $0
Ishares Bitcoin Trust ETF
2.89K
+ 42.33%
N/A
9.72K $0
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
32
+ 0.26%
$22.88 - $22.95 $732 - $734
12.2K $280K
Innovator Etfs Trust
355
+ 1.65%
N/A
21.9K $0
UNH
Unitedhealth Group Inc

Healthcare
21
+ 2.93%
$320.52 - $369.92 $6.73K - $7.77K
738 $236K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
1
+ 0.09%
$245.79 - $258.02 $246 - $258
1.08K $265K
NFLX
Netflix Inc

Communication Services
3.64K
+ 820.99%
$110.29 - $1241.35 $401K - $4.51M
4.08K $449K
META
Meta Platforms, Inc.

Communication Services
43
+ 2.65%
$609.01 - $751.67 $26.2K - $32.3K
1.67K $1.02M
ORCL
Oracle Corp

Technology
30
+ 0.61%
$217.57 - $313.0 $6.53K - $9.39K
4.94K $1.09M
Activity Summary
Buys All Purchases 38 New Holdings 8 Increased Positions 30 Sells All Sells 34 Reductions 34 Sold out 0 Options Calls 0 Puts 0
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