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
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
24
+ 0.94%
$475.2 - $527.7 $11.4K - $12.7K
2.57K $1.36B
PFF
Ishares Trust Ishares Pfd And

ETFs
1.49K
+ 7.76%
$31.18 - $33.5 $46.3K - $49.7K
20.6K $685M
RSP
Invesco S&P 500 Equal Weight E

ETFs
107
+ 2.68%
$162.83 - $179.16 $17.4K - $19.2K
4.09K $733M
XLU
Utilities Sector Spdr

ETFs
43
+ 0.76%
$67.67 - $80.78 $2.91K - $3.47K
5.73K $463M
ABBV
Abb Vie Inc.

Healthcare
89
+ 4.18%
$163.84 - $199.33 $14.6K - $17.7K
2.22K $438M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
3
+ 0.01%
$38.51 - $41.69 $116 - $125
29.8K $1.24B
VUG
Vanguard Growth ETF

ETFs
136
+ 7.32%
$341.08 - $391.94 $46.4K - $53.3K
1.99K $766M
ISRG
Intuitive Surgical Inc

Healthcare
16
+ 1.42%
$416.14 - $494.01 $6.66K - $7.9K
1.14K $560M
UNP
Union Pacific Corp

Industrials
68
+ 3.18%
$221.78 - $256.09 $15.1K - $17.4K
2.2K $543M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
4
+ 0.11%
$125.95 - $142.04 $504 - $568
3.51K $498M
DFAX
Dimensional ETF Tr
130
+ 0.56%
$24.29 - $27.25 $3.16K - $3.54K
23.2K $628M
IVE
Ishares S&P 500 Value ETF

ETFs
1
+ 0.04%
$181.06 - $197.17 $181 - $197
2.59K $510M
FDRR
Fidelity Covington Tr Divid Et

ETFs
7
+ 0.06%
$46.51 - $51.5 $326 - $361
11.5K $594M
XOM
Exxon Mobil Corp

Energy
49
+ 0.32%
$109.72 - $119.0 $5.38K - $5.83K
15.2K $1.78B
COST
Costco Wholesale Corp

Consumer Defensive
1
+ 0.1%
$801.83 - $917.05 $802 - $917
963 $854M
VBR
Vanguard Small Cap Value ETF

ETFs
38
+ 2.66%
$179.99 - $201.6 $6.84K - $7.66K
1.46K $294M
MA
Mastercard Inc

Financial Services
17
+ 3.7%
$429.6 - $500.99 $7.3K - $8.52K
476 $235M
DFIC
Dimensional ETF Tr Dimensional

ETFs
547
+ 5.97%
$25.36 - $28.37 $13.9K - $15.5K
9.71K $273M
CRWD
Crowd Strike Holdings, Inc.

Technology
340
+ 55.37%
$217.89 - $392.15 $74.1K - $133K
954 $268M
SRLN
Ssga Active Trust

ETFs
600
+ 7.09%
$40.93 - $41.85 $24.6K - $25.1K
9.07K $379M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
23
+ 0.46%
$96.25 - $101.98 $2.21K - $2.35K
5.04K $510M
FBCG
Fidelity Covington Tr Blue Chi

ETFs
361
+ 2.6%
$37.45 - $44.25 $13.5K - $16K
14.3K $610M
DGRO
Ishares Core Dividend Growth E

ETFs
18
+ 0.49%
$57.47 - $62.76 $1.03K - $1.13K
3.68K $231M
BAC
Bank Of America Corp

Financial Services
593
+ 1.09%
$36.65 - $44.13 $21.7K - $26.2K
55.2K $2.19B
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
30
+ 0.51%
$36.98 - $41.55 $1.11K - $1.25K
5.86K $241M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
9
+ 0.22%
$57.32 - $62.65 $516 - $564
4.18K $261M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
90
+ 6.11%
$147.95 - $191.05 $13.3K - $17.2K
1.56K $272M
IVW
Ishares S&P 500 Growth ETF

ETFs
3
+ 0.07%
$84.77 - $97.13 $254 - $291
4.59K $440M
POWW
Ammo, Inc.

Industrials
10K
New
$1.37 - $1.91 $13.7K - $19.1K
10K $14.3M
KOD
Kodiak Sciences Inc.

Healthcare
3K
+ 21.28%
$2.2 - $3.25 $6.6K - $9.75K
17.1K $44.6M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
4
+ 0.15%
$178.94 - $207.0 $716 - $828
2.59K $520M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
23
+ 0.7%
$76.38 - $78.87 $1.76K - $1.81K
3.3K $260M
MSOS
Advisorshares Tr Pure Us Canna

ETFs
1.09K
+ 3.92%
$6.05 - $7.89 $6.59K - $8.6K
28.9K $207M
BA
Boeing CO

Industrials
1.5K
+ 17.97%
$152.04 - $190.6 $228K - $286K
9.85K $1.5B
WBA
Walgreens Boots Alliance, Inc.

Healthcare
800
+ 7.72%
$8.26 - $12.16 $6.61K - $9.73K
11.2K $100M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
3
+ 0.13%
$211.47 - $281.27 $634 - $844
2.37K $581M
INTC
Intel Corp

Technology
628
+ 5.3%
$18.9 - $34.87 $11.9K - $21.9K
12.5K $293M
MSFT
Microsoft Corp

Technology
169
+ 1.88%
$395.15 - $467.56 $66.8K - $79K
9.16K $3.94B
ENVX
Enovix Corp

Industrials
1.5K
+ 2.07%
$7.61 - $18.31 $11.4K - $27.5K
73.9K $690M
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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