4 J Wealth Management LLC Reduced Holdings in Q4 2024

4 J Wealth Management LLC

  • $105 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-300K
- 94.21%
$22.39 - $23.45 $6.72M - $7.03M
18.4K $423K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-487
- 3.4%
$442.29 - $483.08 $215K - $235K
13.8K $6.28M
AMT
American Tower Corp

Real Estate
-530
- 29.76%
$179.4 - $232.01 $95.1K - $123K
1.25K $229K
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
-7.27K
- 26.83%
$22.72 - $23.0 $165K - $167K
19.8K $452K
IBMN
Ishares Tr Ibonds Dec 2025 Ter

ETFs
-6.14K
- 29.34%
$26.55 - $26.67 $163K - $164K
14.8K $393K
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
-5.42K
- 11.41%
$22.1 - $22.59 $120K - $122K
42.1K $934K
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
-4.39K
- 8.98%
$23.25 - $23.37 $102K - $103K
44.5K $1.04M
MEAR
Blackrock Short Maturity Munic

ETFs
-1.9K
- 9.64%
$49.94 - $50.28 $94.8K - $95.4K
17.8K $888K
MSFT
Microsoft Corp

Technology
-144
- 3.11%
$406.35 - $454.46 $58.5K - $65.4K
4.48K $1.89M
MUB
Ishares National Muni Bond ETF

ETFs
-744
- 7.7%
$105.78 - $108.7 $78.7K - $80.9K
8.92K $949K
DHR
Danaher Corp

Healthcare
-42
- 3.49%
$226.16 - $274.52 $9.5K - $11.5K
1.16K $266K
IEF
Ishares Barclays

ETFs
-429
- 10.96%
$92.08 - $98.18 $39.5K - $42.1K
3.49K $322K
TDG
Trans Digm Group Inc

Industrials
-1
- 0.27%
$1239.0 - $1442.53 $1.24K - $1.44K
370 $468K
SLQD
Ishares 0 5 Year Investment Gr

ETFs
-898
- 5.86%
$49.58 - $50.28 $44.5K - $45.2K
14.4K $717K
QUAL
Ishares Msci Usa Quality Facto

ETFs
-244
- 5.88%
$176.42 - $186.91 $43K - $45.6K
3.91K $695K
NEAR
Blackrock Short Maturity Bond

ETFs
-738
- 6.75%
$50.28 - $51.08 $37.1K - $37.7K
10.2K $514K
GE
General Electric CO

Industrials
-28
- 1.5%
$159.95 - $194.23 $4.48K - $5.44K
1.84K $306K
UAUG
Innovator U.S. Equity Ultra Bu

ETFs
-1.1K
- 13.84%
$34.78 - $35.99 $38.3K - $39.6K
6.85K $243K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-495
- 7.68%
$51.54 - $52.55 $25.5K - $26K
5.95K $307K
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
-560
- 2.64%
$24.82 - $25.48 $13.9K - $14.3K
20.6K $513K
JPM
Jpmorgan Chase & CO

Financial Services
-175
- 15.87%
$205.18 - $250.29 $35.9K - $43.8K
928 $222K
COST
Costco Wholesale Corp

Consumer Defensive
-12
- 2.87%
$873.59 - $994.69 $10.5K - $11.9K
406 $372K
VTI
Vanguard Total Stock Market Et

ETFs
-10
- 0.49%
$280.04 - $302.45 $2.8K - $3.02K
2.03K $587K
MA
Mastercard Inc

Financial Services
-97
- 3.35%
$491.3 - $536.15 $47.7K - $52K
2.8K $1.47M
IVW
Ishares S&P 500 Growth ETF

ETFs
-10
- 0.12%
$94.43 - $105.47 $944 - $1.05K
8.48K $860K
GOOGL
Alphabet Inc.

Communication Services
-74
- 2.08%
$161.86 - $196.66 $12K - $14.6K
3.49K $660K
GOOG
Alphabet Inc.

Communication Services
-1.2K
- 7.78%
$163.08 - $198.16 $196K - $238K
14.2K $2.71M
AAPL
Apple Inc.

Technology
-230
- 1.39%
$221.69 - $259.02 $51K - $59.6K
16.3K $4.07M
AMZN
Amazon Com Inc

Consumer Cyclical
-424
- 3.28%
$180.88 - $232.93 $76.7K - $98.8K
12.5K $2.74M
IVV
Ishares Core S&P 500 ETF

ETFs
-72
- 0.21%
$570.51 - $610.59 $41.1K - $44K
33.9K $20M
TSLA
Tesla, Inc.

Consumer Cyclical
-35
- 0.77%
$213.65 - $479.86 $7.48K - $16.8K
4.54K $1.83M
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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