4 J Wealth Management LLC Reduced Holdings in Q3 2024

4 J Wealth Management LLC

  • $114 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
GOOG
Alphabet Inc.

Communication Services
-288
- 1.83%
$149.54 - $192.66 $43.1K - $55.5K
15.4K $2.58M
NVDA
Nvidia Corp

Technology
-527
- 1.23%
$98.91 - $134.91 $52.1K - $71.1K
42.4K $5.15M
SLQD
Ishares 0 5 Year Investment Gr

ETFs
-3.06K
- 16.65%
$49.07 - $50.44 $150K - $154K
15.3K $772K
MSFT
Microsoft Corp

Technology
-97
- 2.05%
$395.15 - $467.56 $38.3K - $45.4K
4.63K $1.99M
AMZN
Amazon Com Inc

Consumer Cyclical
-145
- 1.11%
$161.02 - $200.0 $23.3K - $29K
12.9K $2.41M
GOOGL
Alphabet Inc.

Communication Services
-43
- 1.19%
$148.65 - $191.18 $6.39K - $8.22K
3.56K $590K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-1.07K
- 17.54%
$57.32 - $62.65 $61.4K - $67.2K
5.04K $314K
IBTE
Ishares Tr Ibonds Dec 2024 Ter

ETFs
-1.69K
- 1.05%
$23.88 - $24.01 $40.3K - $40.5K
159K $3.82M
GSY
Invesco Actively Mngd ETF Tr U

ETFs
-744
- 7.73%
$49.9 - $50.37 $37.1K - $37.5K
8.88K $445K
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
-1.78K
- 2.8%
$24.78 - $25.11 $44.2K - $44.7K
61.9K $1.55M
IBMM
Ishares Tr Ibonds Dec 2024 Ter

ETFs
-981
- 3.58%
$25.97 - $26.11 $25.5K - $25.6K
26.4K $688K
JPM
Jpmorgan Chase & CO

Financial Services
-150
- 11.97%
$194.9 - $224.8 $29.2K - $33.7K
1.1K $232K
MUB
Ishares National Muni Bond ETF

ETFs
-320
- 3.21%
$106.13 - $108.7 $34K - $34.8K
9.66K $1.05M
VTI
Vanguard Total Stock Market Et

ETFs
-144
- 6.61%
$255.18 - $283.2 $36.7K - $40.8K
2.04K $576K
MEAR
Blackrock Short Maturity Munic

ETFs
-125
- 0.63%
$49.99 - $50.34 $6.25K - $6.29K
19.7K $990K
Brookfield Corp
-2
- 0.02%
N/A
8.36K $0
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-9
- 0.39%
$105.53 - $118.34 $950 - $1.07K
2.32K $271K
XOM
Exxon Mobil Corp

Energy
-30
- 0.23%
$109.72 - $119.0 $3.29K - $3.57K
13K $1.52M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-55
- 1.31%
$162.64 - $179.3 $8.95K - $9.86K
4.15K $744K
DHR
Danaher Corp

Healthcare
-27
- 2.19%
$239.25 - $280.76 $6.46K - $7.58K
1.2K $334K
AMT
American Tower Corp

Real Estate
-170
- 8.71%
$192.27 - $242.73 $32.7K - $41.3K
1.78K $414K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-33
- 0.13%
$81.31 - $83.29 $2.68K - $2.75K
25.4K $2.11M
JNJ
Johnson & Johnson

Healthcare
-7
- 0.26%
$145.48 - $167.38 $1.02K - $1.17K
2.68K $433K
MA
Mastercard Inc

Financial Services
-12
- 0.41%
$429.6 - $500.99 $5.16K - $6.01K
2.9K $1.43M
AAPL
Apple Inc.

Technology
-4
- 0.02%
$207.23 - $234.82 $829 - $939
16.5K $3.84M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-131
- 0.91%
$405.19 - $478.57 $53.1K - $62.7K
14.3K $6.6M
Activity Summary
Buys All Purchases 26 New Holdings 3 Increased Positions 23 Sells All Sells 27 Reductions 27 Sold out 0 Options Calls 0 Puts 0
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