4 J Wealth Management LLC Portfolio Holdings
4 J Wealth Management LLC
- $114 Million
- Q3 2024
4 J Wealth Management LLC has filed its 13F form on October 31, 2024 for Q3 2024 where it was disclosed a total value porftolio of $114 Million distributed in 88 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 $19.6M, Ishares Core Dividend Growth E with a value of $9.98M, Ishares U.S. Treasury Bond ETF with a value of $7.47M, Berkshire Hathaway Inc Class B with a value of $6.6M, and Nvidia Corp with a value of $5.15M.
Examining the 13F form we can see an increase of $6.53M in the current position value, from $107M to 114M.
Below you can find more details about 4 J Wealth Management LLC portfolio as well as his latest detailed transactions.
Portfolio value
$114 Million
ETFs: $73.8 Million
Technology: $13.2 Million
Financial Services: $9.27 Million
Consumer Cyclical: $4.54 Million
Communication Services: $4.35 Million
Industrials: $3.4 Million
Energy: $1.75 Million
Healthcare: $1.65 Million
Other: $1.23 Million
Stock Holdings Table Market Cap. of $300 Millions to $2 Billions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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