Lji Wealth Management, LLC Purchases in Q3 2024

Lji Wealth Management, LLC

  • $489 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
ITOT
Ishares Core S&P Total U.S. St

ETFs
17.9K
+ 2.0%
$113.41 - $125.62 $2.03M - $2.25M
913K $115B
SLQD
Ishares 0 5 Year Investment Gr

ETFs
51.2K
+ 6.1%
$49.07 - $50.44 $2.51M - $2.58M
891K $44.9B
IWM
Ishares Russell 2000 ETF

ETFs
4.26K
+ 4.36%
$200.87 - $224.6 $855K - $956K
102K $22.5B
IWR
Ishares Russell Mid Cap ETF

ETFs
8.97K
+ 6.17%
$79.92 - $88.19 $717K - $791K
154K $13.6B
AAPL
Apple Inc.

Technology
153
+ 0.23%
$207.23 - $234.82 $31.7K - $35.9K
67.3K $15.7B
VTWG
Vanguard Russell 2000 Growth E

ETFs
2.23K
+ 3.75%
$186.75 - $211.16 $416K - $471K
61.7K $12.8B
YYY
Amplify ETF Tr High Income ETF

ETFs
84.2K
+ 8.28%
$11.48 - $12.36 $966K - $1.04M
1.1M $13.6B
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
9.34K
+ 2.54%
$63.74 - $73.47 $596K - $686K
377K $27B
SMCI
Super Micro Computer, Inc.

Technology
2.88K
New
$386.46 - $909.96 $1.11M - $2.62M
2.88K $1.2B
VTI
Vanguard Total Stock Market Et

ETFs
1.32K
+ 2.68%
$255.18 - $283.2 $337K - $374K
50.7K $14.3B
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.36K
+ 4.83%
$434.77 - $502.96 $589K - $682K
29.4K $14.4B
AVUV
American Centy ETF Tr Avantis

ETFs
8.2K
+ 65.92%
$88.24 - $99.7 $724K - $818K
20.6K $1.98B
OXY
Occidental Petroleum Corp

Energy
12.8K
New
$49.91 - $63.73 $641K - $818K
12.8K $662M
Arm Holdings PLC
4.4K
New
N/A
4.4K $629M
DFUS
Dimensional ETF Tr U S Equity

ETFs
9.6K
New
$56.04 - $62.2 $538K - $597K
9.6K $597M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
11.8K
+ 3.58%
$50.63 - $51.11 $596K - $602K
341K $17.4B
PDP
Invesco Exchange Traded Fd Tr

ETFs
583
+ 0.63%
$91.9 - $103.31 $53.6K - $60.2K
92.6K $9.56B
PLTR
Palantir Technologies Inc.

Technology
969
+ 2.37%
$24.09 - $37.95 $23.3K - $36.8K
41.8K $1.55B
META
Meta Platforms, Inc.

Communication Services
122
+ 2.72%
$453.41 - $572.44 $55.3K - $69.8K
4.61K $2.64B
SPY
Spdr S&P 500 ETF Trust

ETFs
164
+ 1.86%
$517.38 - $573.86 $84.9K - $94.1K
8.97K $5.15B
JPM
Jpmorgan Chase & CO

Financial Services
507
+ 1.82%
$194.9 - $224.8 $98.8K - $114K
28.3K $5.97B
CTSH
Cognizant Technology Solutions Corp

Technology
4.17K
New
$66.89 - $77.87 $279K - $324K
4.17K $321M
JNJ
Johnson & Johnson

Healthcare
1.32K
+ 26.0%
$145.48 - $167.38 $191K - $220K
6.37K $1.03B
LOW
Lowes Companies Inc

Consumer Cyclical
1.02K
New
$213.3 - $270.78 $218K - $276K
1.02K $276M
AMZN
Amazon Com Inc

Consumer Cyclical
1.93K
+ 16.0%
$161.02 - $200.0 $311K - $386K
14K $2.61B
AVDV
American Centy ETF Tr Avantis

ETFs
3.46K
New
$62.52 - $71.12 $217K - $246K
3.46K $245M
IBM
International Business Machines Corp

Technology
1.09K
New
$175.1 - $223.38 $191K - $243K
1.09K $241M
MUB
Ishares National Muni Bond ETF

ETFs
1.95K
+ 16.61%
$106.13 - $108.7 $207K - $212K
13.7K $1.49B
SUB
Ishares Short Term National Mu

ETFs
1.77K
+ 7.49%
$104.3 - $106.3 $185K - $189K
25.5K $2.7B
MCD
Mcdonalds Corp

Consumer Cyclical
687
New
$245.82 - $304.51 $169K - $209K
687 $209M
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
1.9K
New
$97.05 - $106.1 $184K - $202K
1.9K $201M
Dimensional ETF Trust
4.83K
+ 40.05%
N/A
16.9K $520M
ORCL
Oracle Corp

Technology
125
+ 2.57%
$125.9 - $170.35 $15.7K - $21.3K
4.98K $849M
NVDA
Nvidia Corp

Technology
1.73K
+ 5.59%
$98.91 - $134.91 $171K - $233K
32.6K $3.96B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
89
+ 4.62%
$405.19 - $478.57 $36.1K - $42.6K
2.02K $927M
PGF
Invesco Exchange Traded Fd Tr

ETFs
6.89K
+ 18.88%
$14.7 - $15.89 $101K - $110K
43.4K $680M
BND
Vanguard Bd Index Fd Inc Total

ETFs
1.54K
+ 33.59%
$71.45 - $75.64 $110K - $116K
6.11K $459M
DFIV
Dimensional ETF Tr

ETFs
1.35K
+ 4.02%
$34.66 - $38.38 $46.8K - $51.8K
34.9K $1.33B
PG
Procter & Gamble CO

Consumer Defensive
603
+ 32.99%
$160.76 - $177.82 $96.9K - $107K
2.43K $421M
WMT
Walmart Inc.

Consumer Defensive
359
+ 5.33%
$66.91 - $81.4 $24K - $29.2K
7.1K $573M
GOOGL
Alphabet Inc.

Communication Services
1.32K
+ 20.98%
$148.65 - $191.18 $197K - $253K
7.62K $1.26B
HD
Home Depot, Inc.

Consumer Cyclical
28
+ 1.71%
$333.64 - $405.2 $9.34K - $11.3K
1.67K $675M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
1.59K
+ 7.0%
$49.93 - $51.15 $79.6K - $81.5K
24.4K $1.25B
Dimensional ETF Trust
100
+ 0.39%
N/A
26.1K $752M
AMD
Advanced Micro Devices Inc

Technology
555
+ 13.36%
$128.67 - $183.96 $71.4K - $102K
4.71K $773M
VGIT
Vanguard Intermediate Term Tre

ETFs
4
+ 0.01%
$57.8 - $60.8 $231 - $243
44.8K $2.71B
VGSH
Vanguard

ETFs
1.15K
+ 4.0%
$57.74 - $59.13 $66.1K - $67.7K
29.8K $1.76B
AVGO
Broadcom Inc.

Technology
3.6K
+ 970.35%
$136.27 - $1745.86 $491K - $6.29M
3.97K $685M
LLY
Eli Lilly & CO

Healthcare
246
+ 3.64%
$772.14 - $960.02 $190K - $236K
7K $6.21B
Activity Summary
Buys All Purchases 90 New Holdings 11 Increased Positions 79 Sells All Sells 58 Reductions 58 Sold out 0 Options Calls 0 Puts 0
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