4 J Wealth Management LLC Incresed Positions in Q1 2025

4 J Wealth Management LLC

  • $102 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
103K
+ 142.84%
$25.05 - $25.16 $2.59M - $2.6M
176K $4.41M
BUFB
Innovator Etfs Tr Laddered Fd

ETFs
62.2K
+ 44.66%
$31.06 - $33.33 $1.93M - $2.07M
201K $6.33M
TBUX
T Rowe Price Exchange Traded F

ETFs
16.6K
+ 175.49%
$49.57 - $49.82 $822K - $826K
26K $1.29M
IVV
Ishares Core S&P 500 ETF

ETFs
2.93K
+ 8.64%
$554.06 - $615.85 $1.62M - $1.8M
36.8K $20.7M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
2.43K
+ 7.59%
$114.57 - $118.14 $278K - $287K
34.4K $4.07M
IAU
Ishares Gold Trust

ETFs
96
+ 0.32%
$49.74 - $58.96 $4.78K - $5.66K
29.7K $1.75M
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
8.35K
+ 18.77%
$23.29 - $23.38 $194K - $195K
52.8K $1.23M
NOC
Northrop Grumman Corp

Industrials
63
+ 1.66%
$433.45 - $513.82 $27.3K - $32.4K
3.87K $1.98M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
4.34K
+ 21.04%
$24.79 - $25.26 $108K - $110K
25K $630K
UNH
Unitedhealth Group Inc

Healthcare
150
+ 21.74%
$461.52 - $548.18 $69.2K - $82.2K
840 $439K
V
Visa Inc.

Financial Services
103
+ 10.57%
$306.92 - $362.71 $31.6K - $37.4K
1.08K $377K
AMT
American Tower Corp

Real Estate
50
+ 4.0%
$173.46 - $217.6 $8.67K - $10.9K
1.3K $283K
ABBV
Abb Vie Inc.

Healthcare
35
+ 2.58%
$169.2 - $216.66 $5.92K - $7.58K
1.39K $291K
META
Meta Platforms, Inc.

Communication Services
103
+ 6.67%
$576.36 - $736.67 $59.4K - $75.9K
1.65K $949K
JPM
Jpmorgan Chase & CO

Financial Services
135
+ 14.55%
$225.19 - $279.95 $30.4K - $37.8K
1.06K $260K
MCD
Mcdonalds Corp

Consumer Cyclical
38
+ 3.47%
$279.74 - $321.29 $10.6K - $12.2K
1.13K $353K
QQQ
Invesco Qqq Trust, Series 1

ETFs
128
+ 11.33%
$468.34 - $539.52 $59.9K - $69.1K
1.26K $589K
IEF
Ishares Barclays

ETFs
10
+ 0.29%
$91.17 - $95.39 $912 - $954
3.5K $333K
DHR
Danaher Corp

Healthcare
192
+ 16.52%
$201.62 - $250.59 $38.7K - $48.1K
1.35K $277K
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
66
+ 0.16%
$22.11 - $22.43 $1.46K - $1.48K
42.2K $945K
MEAR
Blackrock Short Maturity Munic

ETFs
25
+ 0.14%
$49.97 - $50.36 $1.25K - $1.26K
17.8K $895K
T Rowe Price ETF Inc
4.49K
+ 1.82%
N/A
252K $0
TFLR
T Rowe Price Exchange Traded F
18.5K
+ 12.56%
N/A
165K $0
MSFT
Microsoft Corp

Technology
548
+ 12.23%
$375.39 - $447.2 $206K - $245K
5.03K $1.89M
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
43
+ 3.14%
$221.78 - $273.45 $9.54K - $11.8K
1.41K $321K
MAR
Marriott International Inc

Consumer Cyclical
43
+ 3.64%
$237.01 - $304.45 $10.2K - $13.1K
1.22K $291K
GOOGL
Alphabet Inc.

Communication Services
413
+ 11.84%
$154.33 - $206.19 $63.7K - $85.2K
3.9K $603K
IVW
Ishares S&P 500 Growth ETF

ETFs
100
+ 1.18%
$92.45 - $106.69 $9.25K - $10.7K
8.58K $796K
AMZN
Amazon Com Inc

Consumer Cyclical
548
+ 4.38%
$190.26 - $242.06 $104K - $133K
13K $2.48M
AAPL
Apple Inc.

Technology
572
+ 3.52%
$209.68 - $247.1 $120K - $141K
16.8K $3.74M
Activity Summary
Buys All Purchases 39 New Holdings 8 Increased Positions 31 Sells All Sells 27 Reductions 27 Sold out 0 Options Calls 0 Puts 0
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