Lji Wealth Management, LLC Portfolio Holdings

Lji Wealth Management, LLC

  • $489 Billion
  • Q3 2024

Lji Wealth Management, LLC has filed its 13F form on November 06, 2024 for Q3 2024 where it was disclosed a total value porftolio of $489 Billion distributed in 194 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P Total U.S. St with a value of $115B, Ishares 0 5 Year Investment Gr with a value of $44.9B, Fidelity Nasdaq Composite Inde with a value of $27B, Ishares Russell 2000 ETF with a value of $22.5B, and Ishares Tr Fltg Rate Nt ETF with a value of $17.4B.

Examining the 13F form we can see an increase of $36.9B in the current position value, from $452B to 489B.

Lji Wealth Management, LLC is based out at Indianapolis, IN

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

Portfolio value $489 Billion
ETFs: $401 Billion
Technology: $34 Billion
Financial Services: $13 Billion
Healthcare: $11.7 Billion
Communication Services: $6.75 Billion
Consumer Cyclical: $5.53 Billion
Industrials: $4.59 Billion
Consumer Defensive: $3.74 Billion
Other: $6.06 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$115 Billion 23.44% of portfolio
913,099
Q3 2024 Added 2.0%
$0
$44.9 Billion 9.18% of portfolio
890,854
Q3 2024 Added 6.1%
$0
$27 Billion 5.51% of portfolio
376,823
Q3 2024 Added 2.54%
$0
$22.5 Billion 4.6% of portfolio
101,893
Q3 2024 Added 4.36%
$0
$17.4 Billion 3.55% of portfolio
340,632
Q3 2024 Added 3.58%
$4.09T
$15.7 Billion 3.2% of portfolio
67,252
Q3 2024 Added 0.23%
$0
$14.3 Billion 2.93% of portfolio
50,676
Q3 2024 Added 2.68%
$0
$14.4 Billion 2.93% of portfolio
29,420
Q3 2024 Added 4.83%
$0
$13.6 Billion 2.78% of portfolio
154,492
Q3 2024 Added 6.17%
$0
$13.6 Billion 2.77% of portfolio
1,100,442
Q3 2024 Added 8.28%
$0
$12.8 Billion 2.61% of portfolio
61,719
Q3 2024 Added 3.75%
$0
$11 Billion 2.24% of portfolio
95,597
Q3 2024 Added 4.77%
$0
$9.56 Billion 1.95% of portfolio
92,610
Q3 2024 Added 0.63%
$730B
$6.21 Billion 1.27% of portfolio
7,004
Q3 2024 Added 3.64%
$697B
$5.97 Billion 1.22% of portfolio
28,325
Q3 2024 Added 1.82%
$0
$5.15 Billion 1.05% of portfolio
8,972
Q3 2024 Added 1.86%
$0
$3.96 Billion 0.81% of portfolio
42,642
Q3 2024 Reduced 1.32%
$3.25T
$3.94 Billion 0.81% of portfolio
9,156
Q3 2024 Added 1.88%
$336B
$3.96 Billion 0.81% of portfolio
32,593
Q3 2024 Added 5.59%
$0
$3.38 Billion 0.69% of portfolio
69,387
Q3 2024 Reduced 1.88%
$0
$3.12 Billion 0.64% of portfolio
56,003
Q3 2024 Reduced 7.32%
$0
$3.07 Billion 0.63% of portfolio
89,643
Q3 2024 Reduced 0.71%
$0
$2.71 Billion 0.55% of portfolio
44,774
Q3 2024 Added 0.01%
$0
$2.7 Billion 0.55% of portfolio
25,451
Q3 2024 Added 7.49%
$1.32T
$2.64 Billion 0.54% of portfolio
4,613
Q3 2024 Added 2.72%
$2.29T
$2.61 Billion 0.53% of portfolio
13,993
Q3 2024 Added 16.0%
$0
$2.48 Billion 0.51% of portfolio
51,453
Q3 2024 Reduced 0.38%
$0
$2.33 Billion 0.48% of portfolio
40,569
Q3 2024 Reduced 1.03%
$0
$2.3 Billion 0.47% of portfolio
74,767
Q3 2024 Reduced 4.59%
$354B
$2.19 Billion 0.45% of portfolio
55,235
Q3 2024 Added 1.09%
$0
$1.96 Billion 0.4% of portfolio
19,855
Q3 2024 Reduced 2.6%
$0
$1.98 Billion 0.4% of portfolio
20,644
Q3 2024 Added 65.92%
$0
$1.76 Billion 0.36% of portfolio
29,805
Q3 2024 Added 4.0%
$441B
$1.78 Billion 0.36% of portfolio
15,169
Q3 2024 Added 0.32%
$0
$1.72 Billion 0.35% of portfolio
28,870
Q3 2024 Reduced 7.65%
$158B
$1.55 Billion 0.32% of portfolio
41,784
Q3 2024 Added 2.37%
$0
$1.56 Billion 0.32% of portfolio
34,530
Q2 2024 New
$106B
$1.5 Billion 0.31% of portfolio
9,845
Q3 2024 Added 17.97%
$0
$1.45 Billion 0.3% of portfolio
20,699
Q3 2024 Reduced 3.39%
$0
$1.49 Billion 0.3% of portfolio
13,694
Q3 2024 Added 16.61%
$0
$1.36 Billion 0.28% of portfolio
2,574
Q3 2024 Added 0.94%
$0
$1.33 Billion 0.27% of portfolio
34,921
Q3 2024 Added 4.02%
$0
$1.26 Billion 0.26% of portfolio
17,787
Q3 2024 Reduced 13.99%
$1.14T
$1.26 Billion 0.26% of portfolio
7,622
Q3 2024 Added 20.98%
$267B
$1.27 Billion 0.26% of portfolio
22,487
Q3 2024 Reduced 8.09%
$0
$1.29 Billion 0.26% of portfolio
10,087
Q1 2024 Added 13.63%
$0
$1.25 Billion 0.25% of portfolio
24,366
Q3 2024 Added 7.0%
$1.65B
$1.2 Billion 0.25% of portfolio
2,881
Q3 2024 New
$0
$1.24 Billion 0.25% of portfolio
29,779
Q3 2024 Added 0.01%

Summary

  • Portfolio
  • No. of Stocks 194
  • Current Value $489 Billion
  • Prior Value $452 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 06, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 11 stocks
  • Additional Purchases 79 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 58 stocks
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