4 J Wealth Management LLC Sells in Q2 2025

4 J Wealth Management LLC

  • $109 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
BUFB
Innovator Etfs Tr Laddered Fd

ETFs
-176K
- 87.31%
$28.75 - $33.88 $5.06M - $5.96M
25.6K $866K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-125
- 0.91%
$483.48 - $539.8 $60.4K - $67.5K
13.6K $6.62M
AAPL
Apple Inc.

Technology
-93
- 0.55%
$172.42 - $223.89 $16K - $20.8K
16.7K $3.44M
UNH
Unitedhealth Group Inc

Healthcare
-11
- 1.31%
$274.35 - $599.47 $3.02K - $6.59K
829 $258K
IBDQ
Ishares Ibonds Dec 2025 Term C

ETFs
-4.22K
- 2.4%
$25.04 - $25.18 $106K - $106K
171K $4.31M
IBTH
Ishares Tr Ibonds Dec 2027 Ter

ETFs
-3.97K
- 9.43%
$22.3 - $22.57 $88.6K - $89.7K
38.2K $858K
MUB
Ishares National Muni Bond ETF

ETFs
-534
- 6.02%
$102.31 - $105.8 $54.6K - $56.5K
8.34K $871K
NOC
Northrop Grumman Corp

Industrials
-32
- 0.83%
$456.3 - $540.39 $14.6K - $17.3K
3.84K $1.92M
IGIB
Ishares Trust Ishares 5 10 Yea

ETFs
-1.18K
- 6.37%
$51.1 - $53.29 $60.2K - $62.8K
17.3K $922K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-517
- 7.11%
$85.42 - $94.39 $44.2K - $48.8K
6.75K $633K
MCD
Mcdonalds Corp

Consumer Cyclical
-43
- 3.8%
$285.55 - $321.23 $12.3K - $13.8K
1.09K $318K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-399
- 1.61%
$82.21 - $83.12 $32.8K - $33.2K
24.3K $2.01M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-340
- 14.88%
$90.56 - $109.49 $30.8K - $37.2K
1.95K $212K
IBTG
Ishares Tr Ibonds Dec 2026 Ter

ETFs
-1.08K
- 8.11%
$22.81 - $22.97 $24.5K - $24.7K
12.2K $279K
AMT
American Tower Corp

Real Estate
-115
- 8.84%
$203.96 - $228.19 $23.5K - $26.2K
1.19K $262K
IEF
Ishares Barclays

ETFs
-187
- 5.35%
$93.15 - $96.56 $17.4K - $18.1K
3.31K $316K
ITOT
Ishares Core S&P Total U.S. St

ETFs
-288
- 13.11%
$108.12 - $135.04 $31.1K - $38.9K
1.91K $257K
SLQD
Ishares 0 5 Year Investment Gr

ETFs
-257
- 1.78%
$49.79 - $50.59 $12.8K - $13K
14.2K $716K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-384
- 7.72%
$51.16 - $62.02 $19.6K - $23.8K
4.59K $284K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-169
- 0.94%
$22.54 - $23.17 $3.81K - $3.92K
17.8K $408K
MA
Mastercard Inc

Financial Services
-76
- 2.67%
$479.92 - $590.74 $36.5K - $44.9K
2.77K $1.55M
V
Visa Inc.

Financial Services
-25
- 2.32%
$308.27 - $373.31 $7.71K - $9.33K
1.05K $373K
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
-50
- 0.09%
$23.29 - $23.38 $1.16K - $1.17K
52.8K $1.23M
Ishares Bitcoin Trust ETF
-25
- 0.36%
N/A
6.83K $0
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-214
- 0.62%
$116.93 - $119.39 $25K - $25.5K
34.2K $4.07M
COST
Costco Wholesale Corp

Consumer Defensive
-2
- 0.5%
$908.13 - $1056.85 $1.82K - $2.11K
402 $397K
MAR
Marriott International Inc

Consumer Cyclical
-68
- 5.56%
$211.12 - $274.14 $14.4K - $18.6K
1.16K $315K
GLD
Spdr Gold Trust

ETFs
-25
- 1.24%
$273.71 - $316.29 $6.84K - $7.91K
1.99K $606K
GOOGL
Alphabet Inc.

Communication Services
-291
- 7.46%
$144.7 - $178.6 $42.1K - $52K
3.61K $636K
QUAL
Ishares Msci Usa Quality Facto

ETFs
-51
- 1.32%
$152.42 - $182.82 $7.77K - $9.32K
3.81K $695K
TDG
Trans Digm Group Inc

Industrials
-4
- 1.09%
$1231.75 - $1520.64 $4.93K - $6.08K
362 $550K
DGRO
Ishares Core Dividend Growth E

ETFs
-573
- 1.46%
$55.22 - $63.94 $31.6K - $36.6K
38.8K $2.48M
IVW
Ishares S&P 500 Growth ETF

ETFs
-111
- 1.29%
$82.96 - $110.1 $9.21K - $12.2K
8.47K $932K
NFLX
Netflix Inc

Communication Services
-1
- 0.24%
$855.86 - $1339.13 $856 - $1.34K
423 $566K
META
Meta Platforms, Inc.

Communication Services
-10
- 0.61%
$484.66 - $738.09 $4.85K - $7.38K
1.64K $1.21M
TSLA
Tesla, Inc.

Consumer Cyclical
-5
- 0.11%
$221.86 - $362.89 $1.11K - $1.81K
4.47K $1.42M
GOOG
Alphabet Inc.

Communication Services
-213
- 1.5%
$146.58 - $180.01 $31.2K - $38.3K
14K $2.48M
NVDA
Nvidia Corp

Technology
-5.42K
- 16.7%
$94.31 - $157.99 $511K - $856K
27K $4.27M
Activity Summary
Buys All Purchases 29 New Holdings 7 Increased Positions 22 Sells All Sells 39 Reductions 39 Sold out 0 Options Calls 0 Puts 0
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