Lji Wealth Management, LLC Portfolio Holdings

Lji Wealth Management, LLC

  • $387 Billion
  • Q1 2024

Lji Wealth Management, LLC has filed its 13F form on May 15, 2024 for Q1 2024 where it was disclosed a total value porftolio of $387 Billion distributed in 152 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 $97.5B, Ishares 0 5 Year Investment Gr with a value of $38.1B, Fidelity Nasdaq Composite Inde with a value of $23.1B, Ishares Russell 2000 ETF with a value of $15.9B, and Ishares Tr Fltg Rate Nt ETF with a value of $15.8B.

Examining the 13F form we can see an increase of $484M in the current position value, from $386B to 387B.

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 $387 Billion
ETFs: $318 Billion
Technology: $21.3 Billion
Financial Services: $11.5 Billion
Healthcare: $9.04 Billion
Communication Services: $6.82 Billion
Consumer Cyclical: $5.1 Billion
Industrials: $4.17 Billion
Consumer Defensive: $3.63 Billion
Other: $5.11 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$97.5 Billion 25.22% of portfolio
845,510
Q1 2024 Added 2.0%
$0
$38.1 Billion 9.85% of portfolio
773,334
Q1 2024 Added 5.32%
$0
$23.1 Billion 5.97% of portfolio
358,442
Q1 2024 Added 0.98%
$0
$15.9 Billion 4.11% of portfolio
75,572
Q1 2024 Added 3.83%
$0
$15.8 Billion 4.1% of portfolio
310,125
Q1 2024 Added 4.95%
$0
$12.5 Billion 3.23% of portfolio
28,143
Q1 2024 Added 0.65%
$0
$12.4 Billion 3.2% of portfolio
47,614
Q1 2024 Added 4.73%
$0
$11.9 Billion 3.08% of portfolio
141,547
Q1 2024 Added 5.13%
$3.09T
$11.9 Billion 3.07% of portfolio
69,279
Q1 2024 Reduced 0.12%
$0
$11.4 Billion 2.94% of portfolio
943,939
Q1 2024 Added 2.69%
$0
$9.88 Billion 2.56% of portfolio
87,100
Q1 2024 Added 3.14%
$0
$8.91 Billion 2.31% of portfolio
90,227
Q1 2024 Added 1.39%
$0
$5.85 Billion 1.51% of portfolio
55,842
Q1 2024 Reduced 3.83%
$594B
$5.59 Billion 1.45% of portfolio
27,924
Q1 2024 Reduced 0.4%
$779B
$5.07 Billion 1.31% of portfolio
6,516
Q1 2024 Added 1.51%
$0
$3.91 Billion 1.01% of portfolio
141,572
Q1 2024 Added 0.2%
$3.09T
$3.76 Billion 0.97% of portfolio
8,938
Q1 2024 Reduced 4.11%
$0
$3.6 Billion 0.93% of portfolio
75,920
Q1 2024 Reduced 1.1%
$0
$3.28 Billion 0.85% of portfolio
60,261
Q1 2024 Added 0.14%
$0
$2.87 Billion 0.74% of portfolio
89,769
Q1 2024 Added 1.06%
$189B
$2.35 Billion 0.61% of portfolio
19,238
Q1 2024 Reduced 2.69%
$1.8T
$2.19 Billion 0.57% of portfolio
12,140
Q1 2024 Added 1.88%
$1.05T
$2.17 Billion 0.56% of portfolio
4,479
Q1 2024 Added 3.97%
$0
$2.17 Billion 0.56% of portfolio
42,127
Q1 2024 Added 11.31%
$321B
$2.13 Billion 0.55% of portfolio
56,135
Q1 2024 Reduced 4.77%
$0
$2.01 Billion 0.52% of portfolio
66,675
Q1 2024 Added 6.68%
$489B
$1.77 Billion 0.46% of portfolio
15,212
Q1 2024 Added 0.26%
$0
$1.64 Billion 0.43% of portfolio
28,418
Q1 2024 Added 7.19%
$227B
$1.46 Billion 0.38% of portfolio
25,159
Q1 2024 Reduced 2.18%
$106B
$1.4 Billion 0.36% of portfolio
7,235
Q1 2024 Added 12.98%
$71.9B
$1.39 Billion 0.36% of portfolio
7,862
Q1 2024 Reduced 4.03%
$0
$1.35 Billion 0.35% of portfolio
20,037
Q1 2024 Added 33.37%
$0
$1.28 Billion 0.33% of portfolio
2,671
Q1 2024 Added 0.3%
$0
$1.22 Billion 0.32% of portfolio
10,087
Q1 2024 Added 13.63%
$0
$1.18 Billion 0.31% of portfolio
32,218
Q1 2024 Added 8.26%
$0
$1.18 Billion 0.31% of portfolio
10,968
Q1 2024 Added 1.06%
$0
$1.2 Billion 0.31% of portfolio
29,364
Q1 2024 Added 5.04%
$0
$1.1 Billion 0.28% of portfolio
21,662
Q1 2024 Reduced 9.89%
$0
$1.03 Billion 0.27% of portfolio
1,962
Q1 2024 Added 16.16%
$0
$1.02 Billion 0.26% of portfolio
10,833
Q1 2024 Added 36.97%
$19.2B
$954 Million 0.25% of portfolio
9,850
Q1 2024 Reduced 1.01%
$1.03T
$952 Million 0.25% of portfolio
6,307
Q1 2024 Added 2.64%
$0
$932 Million 0.24% of portfolio
3,729
Q1 2024 Added 6.18%
$20.1B
$880 Million 0.23% of portfolio
63,079
Q1 2024 Reduced 0.9%
$127B
$889 Million 0.23% of portfolio
20,135
Q1 2024 Added 1.75%
$10.8B
$874 Million 0.23% of portfolio
8,550
Q1 2024 Reduced 2.29%
$0
$821 Million 0.21% of portfolio
12,105
Q1 2024 Added 7.14%
$0
$799 Million 0.21% of portfolio
10,281
Q1 2024 Reduced 1.25%
$383B
$818 Million 0.21% of portfolio
5,170
Q1 2024 Reduced 5.43%

Summary

  • Portfolio
  • No. of Stocks 152
  • Current Value $387 Billion
  • Prior Value $386 Billion
  • Filing
  • Period Q1 2024
  • Filing Date May 15, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 13 stocks
  • Additional Purchases 76 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 42 stocks
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