4 J Wealth Management LLC Portfolio Holdings
4 J Wealth Management LLC
- $109 Million
- Q2 2025
4 J Wealth Management LLC has filed its 13F form on August 04, 2025 for Q2 2025 where it was disclosed a total value porftolio of $109 Million distributed in 94 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $23.3M, Berkshire Hathaway Inc Class B with a value of $6.62M, Innovator Etfs Tr with a value of $4.94M, Ishares Ibonds Dec 2025 Term C with a value of $4.31M, and Nvidia Corp with a value of $4.27M.
Examining the 13F form we can see an increase of $7.05M in the current position value, from $102M to 109M.
Below you can find more details about 4 J Wealth Management LLC portfolio as well as his latest detailed transactions.
Portfolio value
$109 Million
ETFs: $63.6 Million
Technology: $11.5 Million
Financial Services: $9.69 Million
Consumer Cyclical: $5.34 Million
Communication Services: $4.89 Million
Industrials: $3.22 Million
Energy: $1.62 Million
Healthcare: $1.39 Million
Other: $1.13 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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