4 J Wealth Management LLC Purchases in Q3 2025

4 J Wealth Management LLC

  • $123 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
74.8K
+ 144.83%
$54.35 - $59.32 $4.06M - $4.44M
126K $7.48M
IVV
Ishares Core S&P 500 ETF

ETFs
681
+ 1.81%
$620.67 - $670.08 $423K - $456K
38.2K $25.6M
TSPA
T Rowe Price ETF Inc Us Equity

ETFs
30K
+ 192.38%
$38.85 - $41.97 $1.16M - $1.26M
45.5K $1.91M
NVDA
Nvidia Corp

Technology
2.41K
+ 8.91%
$153.3 - $186.58 $369K - $449K
29.4K $5.49M
AAPL
Apple Inc.

Technology
521
+ 3.11%
$202.38 - $256.87 $105K - $134K
17.3K $4.4M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
7.75K
+ 22.67%
$117.65 - $120.08 $912K - $931K
42K $5.01M
JEPI
J P Morgan Exchange Traded Fd

ETFs
8.6K
New
$55.61 - $57.37 $478K - $494K
8.6K $491K
IAU
Ishares Gold Trust

ETFs
2.29K
+ 7.65%
$61.62 - $72.77 $141K - $166K
32.2K $2.34M
AMD
Advanced Micro Devices Inc

Technology
1.61K
New
$134.8 - $184.42 $217K - $296K
1.61K $259K
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
10.3K
+ 17.71%
N/A
68.3K $1.62M
VUG
Vanguard Growth ETF

ETFs
434
New
$433.97 - $484.08 $188K - $210K
434 $208K
MCD
Mcdonalds Corp

Consumer Cyclical
493
+ 45.27%
$291.67 - $316.99 $144K - $156K
1.58K $480K
IVW
Ishares S&P 500 Growth ETF

ETFs
10
+ 0.12%
$108.97 - $121.65 $1.09K - $1.22K
8.48K $1.02M
VTI
Vanguard Total Stock Market Et

ETFs
31
+ 1.53%
$303.93 - $329.86 $9.42K - $10.2K
2.06K $675K
TBUX
T Rowe Price Exchange Traded F

ETFs
650
+ 2.38%
$49.7 - $49.98 $32.3K - $32.5K
27.9K $1.39M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1
+ 0.05%
$108.46 - $120.63 $108 - $121
1.95K $231K
AMZN
Amazon Com Inc

Consumer Cyclical
56
+ 0.42%
$211.65 - $238.24 $11.9K - $13.3K
13.3K $2.92M
V
Visa Inc.

Financial Services
51
+ 4.85%
$332.09 - $358.86 $16.9K - $18.3K
1.1K $376K
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
25
+ 0.21%
$22.84 - $22.95 $571 - $574
12.2K $280K
T Rowe Price ETF Inc
51.4K
+ 386.76%
N/A
64.7K $0
T Rowe Price ETF Inc
35.9K
+ 7.84%
N/A
494K $0
T Rowe Price ETF Inc
13.1K
+ 5.15%
N/A
268K $0
TFLR
T Rowe Price Exchange Traded F
20.4K
+ 11.45%
N/A
199K $0
T Rowe Price ETF Inc
44.4K
+ 45.44%
N/A
142K $0
CI
Cigna Corp

Healthcare
45
+ 6.55%
$262.23 - $334.39 $11.8K - $15K
732 $210K
NFLX
Netflix Inc

Communication Services
20
+ 4.73%
$1147.87 - $1297.18 $23K - $25.9K
443 $531K
TDG
Trans Digm Group Inc

Industrials
1
+ 0.28%
$1271.04 - $1620.83 $1.27K - $1.62K
363 $478K
Activity Summary
Buys All Purchases 28 New Holdings 4 Increased Positions 24 Sells All Sells 40 Reductions 40 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track 4 J Wealth Management LLC Portfolio

Follow 4 J Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of 4 J Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on 4 J Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email