Lji Wealth Management, LLC Purchases and Sells in Q1 2025

Lji Wealth Management, LLC

$502 Billion
Q1 2025

Top Buys

Incresed Positions

72 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SLQD	29.8K + 2.77%	$49.6 - $50.28 $1.48M - $1.5M	1.1M $55.5B
DFUS	19.8K + 83.29%	$59.61 - $66.71 $1.18M - $1.32M	43.6K $2.64B
FLOT	14K + 4.15%	$50.87 - $51.09 $711K - $714K	351K $17.9B
IWR	13.3K + 8.99%	$82.81 - $92.93 $1.1M - $1.23M	161K $13.7B
UBER	7.45K + 181.5%	$63.17 - $81.49 $470K - $607K	11.5K $841M
DIMENSIONAL ETF TRUST	14.9K + 81.11%	N/A	33.2K $1.02B

New Holdings

8 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SNOW	5.3K New	$146.16 - $192.78 $775K - $1.02M	5.3K $775M
VRT	5.03K New	N/A	5.03K $363M
SQ	5.77K New	$54.04 - $92.95 $312K - $536K	5.77K $313M
VXUS	3.4K New	$58.01 - $64.46 $197K - $219K	3.4K $211M
CIBR	3.27K New	$62.72 - $71.92 $205K - $235K	3.27K $206M
PCT	12.5K New	$6.92 - $10.9 $86.5K - $136K	12.5K $86.5M

Top Sells

Reduced Positions

65 operations

Stock	Shares change	Price Range	Shares Held	Trade History
AAPL	-1.23K - 1.85%	$209.68 - $247.1 $258K - $304K	65.3K $14.5B
VTI	-994 - 0.85%	$271.18 - $303.12 $270K - $301K	116K $31.8B
SPY	-757 - 8.51%	$551.42 - $612.93 $417K - $464K	8.13K $4.55B
HBAN	-28.2K - 65.79%	$14.28 - $17.39 $402K - $490K	14.6K $220M
DFSV	-6.14K - 7.74%	$27.56 - $32.1 $169K - $197K	73.2K $2.06B
RDW	-7.8K - 25.08%	$8.29 - $25.66 $64.7K - $200K	23.3K $193M

Activity Summary All Purchases 80 New Holdings 8 Increased Positions 72 All Sells 65 Reductions 65 Sold out 0 Calls 0 Puts 0

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Lji Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lji Wealth Management, LLC with notifications on news.