4 J Wealth Management LLC Portfolio Holdings by Sector
4 J Wealth Management LLC
- $103 Million
- Q1 2024
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
IVV DGRO GOVT IBTE BUFB SHY IXN IBDP 44 stocks |
$67,222
65.49% of portfolio
|
  22  
|
  18  
|
  2  
|
- |
0
Calls
0
Puts
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$6,046
5.89% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Semiconductors | Technology
NVDA INTC 2 stocks |
$4,279
4.17% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Internet Content & Information | Communication Services
GOOG META GOOGL 3 stocks |
$3,800
3.7% of portfolio
|
- |
  3  
|
- | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$2,837
2.76% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT ORCL 2 stocks |
$2,627
2.56% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Aerospace & Defense | Industrials
NOC TDG HII 3 stocks |
$2,532
2.47% of portfolio
|
  1  
|
  1  
|
  1  
|
- |
0
Calls
0
Puts
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$2,386
2.32% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Credit Services | Financial Services
MA AXP V 3 stocks |
$1,987
1.94% of portfolio
|
  1  
|
  1  
|
- | - |
0
Calls
0
Puts
|
Oil & Gas Integrated | Energy
XOM CVX 2 stocks |
$1,734
1.69% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Computer Hardware | Technology
ANET 1 stocks |
$888
0.87% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$820
0.8% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Drug Manufacturers—General | Healthcare
JNJ ABBV 2 stocks |
$671
0.65% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Lodging | Consumer Cyclical
MAR HLT 2 stocks |
$581
0.57% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
Healthcare Plans | Healthcare
UNH CI 2 stocks |
$566
0.55% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$558
0.54% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
REIT—Specialty | Real Estate
AMT 1 stocks |
$476
0.46% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Medical Instruments & Supplies | Healthcare
XRAY 1 stocks |
$388
0.38% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
$334
0.33% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Restaurants | Consumer Cyclical
MCD 1 stocks |
$321
0.31% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Discount Stores | Consumer Defensive
COST 1 stocks |
$291
0.28% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Entertainment | Communication Services
NFLX 1 stocks |
$274
0.27% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Diagnostics & Research | Healthcare
DHR 1 stocks |
$269
0.26% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Farm & Heavy Construction Machinery | Industrials
PCAR 1 stocks |
$260
0.25% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Banks—Diversified | Financial Services
JPM 1 stocks |
$250
0.24% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Building Products & Equipment | Industrials
LII 1 stocks |
$244
0.24% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|