4 J Wealth Management LLC Reduced Holdings in Q3 2025

4 J Wealth Management LLC

  • $123 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
HGER
Harbor ETF Tr All Weather Infl
-26.8K
- 74.47%
$24.26 - $25.91 $649K - $694K
9.18K $236K
BALT
Innovator Etfs Tr
-8.49K
- 5.51%
$32.11 - $32.82 $272K - $278K
146K $4.78M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
-4.87K
- 17.26%
$25.24 - $25.56 $123K - $124K
23.3K $595K
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
-4.3K
- 2.51%
$25.09 - $25.19 $108K - $108K
167K $4.21M
BUFB
Innovator Etfs Tr Laddered Fd

ETFs
-3.24K
- 12.68%
$33.86 - $35.74 $110K - $116K
22.3K $798K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-854
- 3.51%
$82.38 - $83.0 $70.4K - $70.9K
23.5K $1.95M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-2.36K
- 13.27%
$22.64 - $23.22 $53.4K - $54.8K
15.4K $356K
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
-1.81K
- 3.83%
$24.14 - $24.34 $43.7K - $44.1K
45.5K $1.11M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-450
- 6.67%
$92.18 - $95.14 $41.5K - $42.8K
6.3K $599K
DHR
Danaher Corp

Healthcare
-129
- 8.35%
$181.46 - $212.2 $23.4K - $27.4K
1.42K $280K
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
-804
- 5.36%
$23.13 - $23.54 $18.6K - $18.9K
14.2K $333K
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
-562
- 3.25%
$52.55 - $54.37 $29.5K - $30.6K
16.7K $905K
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
-763
- 2.0%
$22.36 - $22.52 $17.1K - $17.2K
37.4K $842K
META
Meta Platforms, Inc.

Communication Services
-12
- 0.73%
$695.21 - $791.73 $8.34K - $9.5K
1.63K $1.19M
UNH
Unitedhealth Group Inc

Healthcare
-112
- 13.51%
$237.77 - $353.61 $26.6K - $39.6K
717 $247K
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
-110
- 0.21%
$23.29 - $23.38 $2.56K - $2.57K
52.7K $1.23M
IEF
Ishares Barclays

ETFs
-55
- 1.66%
$93.91 - $97.26 $5.17K - $5.35K
3.25K $313K
NEAR
Blackrock Short Maturity Bond

ETFs
-85
- 0.83%
$50.8 - $51.32 $4.32K - $4.36K
10.1K $518K
IGM
Ishares Expanded Tech Sector E

ETFs
-480
- 11.13%
$110.96 - $127.67 $53.3K - $61.3K
3.83K $482K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-65
- 1.09%
$52.39 - $53.11 $3.41K - $3.45K
5.89K $312K
MUB
Ishares National Muni Bond ETF

ETFs
-160
- 1.92%
$103.24 - $106.68 $16.5K - $17.1K
8.18K $870K
MEAR
Blackrock Short Maturity Munic

ETFs
-76
- 0.43%
$50.17 - $50.56 $3.81K - $3.84K
17.7K $895K
SLQD
Ishares 0 5 Year Investment Gr

ETFs
-55
- 0.39%
$50.29 - $50.86 $2.77K - $2.8K
14.1K $716K
QUAL
Ishares Msci Usa Quality Facto

ETFs
-200
- 5.25%
$182.33 - $194.5 $36.5K - $38.9K
3.61K $701K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-128
- 2.79%
$62.09 - $66.51 $7.95K - $8.51K
4.47K $291K
IXN
Ishares Global Information Tec

ETFs
-275
- 8.16%
$91.28 - $103.32 $25.1K - $28.4K
3.1K $319K
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-12
- 1.1%
$236.25 - $257.69 $2.84K - $3.09K
1.08K $276K
JPM
Jpmorgan Chase & CO

Financial Services
-32
- 3.0%
$282.78 - $316.06 $9.05K - $10.1K
1.04K $326K
MA
Mastercard Inc

Financial Services
-2
- 0.07%
$550.18 - $598.96 $1.1K - $1.2K
2.77K $1.57M
XOM
Exxon Mobil Corp

Energy
-363
- 2.8%
$105.83 - $117.22 $38.4K - $42.6K
12.6K $1.42M
IVE
Ishares S&P 500 Value ETF

ETFs
-10
- 0.41%
$194.44 - $206.51 $1.94K - $2.07K
2.45K $506K
JNJ
Johnson & Johnson

Healthcare
-50
- 2.24%
$155.17 - $185.42 $7.76K - $9.27K
2.18K $403K
DGRO
Ishares Core Dividend Growth E

ETFs
-1.27K
- 3.26%
$64.12 - $68.08 $81.2K - $86.2K
37.5K $2.55M
MSFT
Microsoft Corp

Technology
-30
- 0.59%
$491.09 - $535.64 $14.7K - $16.1K
5.03K $2.6M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-60
- 0.44%
$459.11 - $506.91 $27.5K - $30.4K
13.6K $6.82M
GOOGL
Alphabet Inc.

Communication Services
-93
- 2.58%
$174.36 - $254.72 $16.2K - $23.7K
3.52K $855K
ORCL
Oracle Corp

Technology
-77
- 1.54%
$218.96 - $328.33 $16.9K - $25.3K
4.91K $1.38M
NOC
Northrop Grumman Corp

Industrials
-31
- 0.81%
$498.9 - $609.32 $15.5K - $18.9K
3.8K $2.32M
GOOG
Alphabet Inc.

Communication Services
-283
- 2.02%
$175.16 - $255.24 $49.6K - $72.2K
13.7K $3.34M
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
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