4 J Wealth Management LLC Purchases in Q4 2024

4 J Wealth Management LLC

  • $105 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
32K
New
$115.08 - $119.55 $3.68M - $3.82M
32K $3.7M
IAU
Ishares Gold Trust

ETFs
29.6K
New
$48.37 - $52.65 $1.43M - $1.56M
29.6K $1.46M
DGRO
Ishares Core Dividend Growth E

ETFs
11.7K
+ 7.34%
$60.73 - $64.94 $710K - $759K
171K $10.5M
BUFB
Innovator Etfs Tr Laddered Fd

ETFs
8.39K
+ 6.41%
$31.36 - $32.75 $263K - $275K
139K $4.5M
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.55K
New
$174.22 - $187.62 $269K - $290K
1.55K $270K
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
10.4K
+ 16.82%
$25.0 - $25.11 $260K - $261K
72.3K $1.81M
TBUX
T Rowe Price Exchange Traded F

ETFs
4.85K
+ 105.5%
$49.52 - $49.88 $240K - $242K
9.45K $468K
BUFF
Blue Buffalo Pet Products, Inc.

Consumer Defensive
4.55K
New
$43.97 - $45.33 $200K - $206K
4.55K $204K
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
8.49K
+ 19.34%
N/A
52.4K $1.24M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
6.14K
+ 14.31%
$23.88 - $24.32 $147K - $149K
49.1K $1.18M
V
Visa Inc.

Financial Services
7
+ 0.72%
$273.87 - $320.91 $1.92K - $2.25K
974 $307K
META
Meta Platforms, Inc.

Communication Services
1
+ 0.06%
$554.08 - $632.68 $554 - $633
1.54K $910K
GSY
Invesco Actively Mngd ETF Tr U

ETFs
200
+ 2.25%
$50.0 - $50.27 $10K - $10.1K
9.08K $455K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
1
+ 0.09%
$201.32 - $217.44 $201 - $217
1.09K $225K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
815
+ 4.5%
$51.33 - $53.74 $41.8K - $43.8K
18.9K $975K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
46
+ 1.98%
$113.92 - $127.38 $5.24K - $5.86K
2.37K $272K
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
470
+ 3.23%
$22.71 - $23.47 $10.7K - $11K
15K $342K
MCO
Moodys Corp

Financial Services
3
+ 0.35%
$454.04 - $500.88 $1.36K - $1.5K
854 $404K
TFLR
T Rowe Price Exchange Traded F
8.17K
+ 5.89%
N/A
147K $0
T Rowe Price ETF Inc
26.8K
+ 12.18%
N/A
247K $0
Innovator Etfs Trust
500
+ 2.37%
N/A
21.6K $0
Arista Networks Inc
12.3K
New
N/A
12.3K $0
IJH
Ishares Core S&P Mid Cap ETF

ETFs
3
+ 0.06%
$61.68 - $67.87 $185 - $204
5.04K $314K
IBMO
Ishares Tr Ibonds December 202

ETFs
51
+ 0.59%
$25.4 - $25.62 $1.3K - $1.31K
8.74K $222K
IBDV
Ishares Tr

Technology
450
+ 3.08%
$21.24 - $22.15 $9.56K - $9.97K
15.1K $321K
UNH
Unitedhealth Group Inc

Healthcare
2
+ 0.29%
$485.52 - $625.25 $971 - $1.25K
690 $349K
Activity Summary
Buys All Purchases 27 New Holdings 5 Increased Positions 22 Sells All Sells 32 Reductions 32 Sold out 0 Options Calls 0 Puts 0
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