4 J Wealth Management LLC Reduced Holdings in Q1 2025

4 J Wealth Management LLC

  • $102 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DGRO
Ishares Core Dividend Growth E

ETFs
-132K
- 76.98%
$60.46 - $64.42 $7.96M - $8.48M
39.4K $2.43M
NVDA
Nvidia Corp

Technology
-9.97K
- 23.51%
$106.98 - $149.43 $1.07M - $1.49M
32.4K $3.52M
IXN
Ishares Global Information Tec

ETFs
-23.1K
- 87.31%
$75.73 - $88.4 $1.75M - $2.04M
3.35K $253K
TSLA
Tesla, Inc.

Consumer Cyclical
-65
- 1.43%
$222.15 - $428.22 $14.4K - $27.8K
4.47K $1.16M
GOOG
Alphabet Inc.

Communication Services
-10
- 0.07%
$156.06 - $207.71 $1.56K - $2.08K
14.2K $2.22M
IBMN
Ishares Tr Ibonds Dec 2025 Ter

ETFs
-7.16K
- 48.48%
$26.63 - $26.75 $191K - $192K
7.61K $203K
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
-6.56K
- 33.09%
$22.77 - $22.94 $149K - $150K
13.3K $304K
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
-4.55K
- 9.27%
$23.9 - $24.18 $109K - $110K
44.5K $1.08M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-50
- 1.28%
$168.16 - $186.21 $8.41K - $9.31K
3.86K $659K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-82
- 3.46%
$102.49 - $119.96 $8.4K - $9.84K
2.29K $238K
ITOT
Ishares Core S&P Total U.S. St

ETFs
-28
- 1.26%
$120.29 - $134.6 $3.37K - $3.77K
2.2K $268K
MUB
Ishares National Muni Bond ETF

ETFs
-45
- 0.5%
$104.71 - $107.69 $4.71K - $4.85K
8.87K $935K
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
-514
- 0.98%
N/A
51.9K $1.23M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-485
- 2.63%
$22.25 - $23.0 $10.8K - $11.2K
17.9K $412K
MCO
Moodys Corp

Financial Services
-2
- 0.23%
$437.8 - $527.48 $876 - $1.05K
852 $396K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
-441
- 2.33%
$50.82 - $52.7 $22.4K - $23.2K
18.5K $971K
JNJ
Johnson & Johnson

Healthcare
-352
- 13.15%
$142.06 - $167.7 $50K - $59K
2.32K $385K
Brookfield Corp
-20
- 0.24%
N/A
8.34K $0
SLQD
Ishares 0 5 Year Investment Gr

ETFs
-5
- 0.03%
$49.6 - $50.28 $248 - $251
14.4K $724K
COST
Costco Wholesale Corp

Consumer Defensive
-2
- 0.49%
$890.62 - $1076.86 $1.78K - $2.15K
404 $382K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-29
- 0.12%
$81.83 - $82.73 $2.37K - $2.4K
24.7K $2.04M
NFLX
Netflix Inc

Communication Services
-2
- 0.47%
$828.4 - $1058.6 $1.66K - $2.12K
424 $395K
TDG
Trans Digm Group Inc

Industrials
-4
- 1.08%
$1251.32 - $1394.11 $5.01K - $5.58K
366 $506K
GLD
Spdr Gold Trust

ETFs
-150
- 6.93%
$243.19 - $288.14 $36.5K - $43.2K
2.02K $580K
GE
General Electric CO

Industrials
-25
- 1.36%
$168.59 - $212.13 $4.21K - $5.3K
1.81K $362K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-99
- 0.72%
$442.66 - $534.52 $43.8K - $52.9K
13.7K $7.32M
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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