4 J Wealth Management LLC Portfolio Holdings

4 J Wealth Management LLC

  • $102 Million
  • Q1 2025

4 J Wealth Management LLC has filed its 13F form on April 28, 2025 for Q1 2025 where it was disclosed a total value porftolio of $102 Million distributed in 89 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 $20.7M, Berkshire Hathaway Inc Class B with a value of $7.32M, Innovator Etfs Tr Laddered Fd with a value of $6.33M, Ishares Ibonds Dec 2025 Term C with a value of $4.41M, and Ishares Barclays 3 7 Yr Treas with a value of $4.07M.

Examining the 13F form we can see an decrease of $3.53M in the current position value, from $105M to 102M.

Below you can find more details about 4 J Wealth Management LLC portfolio as well as his latest detailed transactions.

Portfolio value $102 Million
ETFs: $62.6 Million
Financial Services: $10.3 Million
Technology: $10 Million
Consumer Cyclical: $4.61 Million
Communication Services: $4.17 Million
Industrials: $3.33 Million
Energy: $1.8 Million
Healthcare: $1.62 Million
Other: $923,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$20.7 Million 20.35% of portfolio
36,833
Q1 2025 Added 8.64%
$648B
$7.32 Million 7.2% of portfolio
13,746
Q1 2025 Reduced 0.72%
$0
$6.33 Million 6.22% of portfolio
201,453
Q1 2025 Added 44.66%
$0
$4.41 Million 4.34% of portfolio
175,514
Q1 2025 Added 142.84%
$0
$4.07 Million 4.0% of portfolio
34,414
Q1 2025 Added 7.59%
$3.22T
$3.74 Million 3.68% of portfolio
16,838
Q1 2025 Added 3.52%
$349B
$3.52 Million 3.46% of portfolio
32,436
Q1 2025 Reduced 23.51%
$2.12T
$2.48 Million 2.44% of portfolio
13,047
Q1 2025 Added 4.38%
$0
$2.43 Million 2.39% of portfolio
39,351
Q1 2025 Reduced 76.98%
$1.03T
$2.22 Million 2.18% of portfolio
14,205
Q1 2025 Reduced 0.07%
$0
$2.06 Million 2.02% of portfolio
65,597
Q1 2025 New
$0
$2.04 Million 2.01% of portfolio
24,715
Q1 2025 Reduced 0.12%
$75.1B
$1.98 Million 1.95% of portfolio
3,867
Q1 2025 Added 1.66%
$3.49T
$1.89 Million 1.86% of portfolio
5,030
Q1 2025 Added 12.23%
$53.7B
$1.75 Million 1.72% of portfolio
29,658
Q1 2025 Added 0.32%
$558B
$1.56 Million 1.53% of portfolio
2,843
Q1 2025 Added 1.57%
$0
$1.29 Million 1.27% of portfolio
26,042
Q1 2025 Added 175.49%
$0
$1.23 Million 1.21% of portfolio
51,871
Q1 2025 Reduced 0.98%
$0
$1.23 Million 1.21% of portfolio
52,834
Q1 2025 Added 18.77%
$899B
$1.16 Million 1.14% of portfolio
4,470
Q1 2025 Reduced 1.43%
$0
$1.08 Million 1.06% of portfolio
44,536
Q1 2025 Reduced 9.27%
$0
$971,000 0.95% of portfolio
18,489
Q1 2025 Reduced 2.33%
$1.5T
$949,000 0.93% of portfolio
1,647
Q1 2025 Added 6.67%
$0
$945,000 0.93% of portfolio
42,157
Q1 2025 Added 0.16%
$0
$935,000 0.92% of portfolio
8,871
Q1 2025 Reduced 0.5%
$0
$895,000 0.88% of portfolio
17,815
Q1 2025 Added 0.14%
$0
$796,000 0.78% of portfolio
8,578
Q1 2025 Added 1.18%
$0
$724,000 0.71% of portfolio
14,413
Q1 2025 Reduced 0.03%
$0
$719,000 0.71% of portfolio
1,287
Q1 2024 Added 2.63%
$461B
$697,000 0.69% of portfolio
4,990
Q1 2024 Added 0.26%
$0
$680,000 0.67% of portfolio
7,267
Q2 2024 Reduced 3.33%
$0
$659,000 0.65% of portfolio
3,858
Q1 2025 Reduced 1.28%
$0
$630,000 0.62% of portfolio
24,969
Q1 2025 Added 21.04%
$993B
$603,000 0.59% of portfolio
3,902
Q1 2025 Added 11.84%
$0
$589,000 0.58% of portfolio
1,258
Q1 2025 Added 11.33%
$107B
$580,000 0.57% of portfolio
2,015
Q1 2025 Reduced 6.93%
$0
$556,000 0.55% of portfolio
2,026
Q4 2024 Reduced 0.49%
$0
$518,000 0.51% of portfolio
10,189
Q4 2024 Reduced 6.75%
$78.3B
$506,000 0.5% of portfolio
366
Q1 2025 Reduced 1.08%
$0
$469,000 0.46% of portfolio
2,464
Q2 2024 Reduced 0.4%
$0
$455,000 0.45% of portfolio
9,081
Q4 2024 Added 2.25%
$277B
$439,000 0.43% of portfolio
840
Q1 2025 Added 21.74%
$0
$412,000 0.41% of portfolio
17,940
Q1 2025 Reduced 2.63%
$89.3B
$396,000 0.39% of portfolio
852
Q1 2025 Reduced 0.23%
$557B
$395,000 0.39% of portfolio
424
Q1 2025 Reduced 0.47%
$0
$391,000 0.38% of portfolio
4,314
Q1 2024 Added 500.0%
$402B
$385,000 0.38% of portfolio
2,324
Q1 2025 Reduced 13.15%
$447B
$382,000 0.38% of portfolio
404
Q1 2025 Reduced 0.49%
$600B
$377,000 0.37% of portfolio
1,077
Q1 2025 Added 10.57%

Summary

  • Portfolio
  • No. of Stocks 89
  • Current Value $102 Million
  • Prior Value $105 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 28, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 8 stocks
  • Additional Purchases 31 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 27 stocks
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