Lji Wealth Management, LLC Incresed Positions in Q3 2025

Lji Wealth Management, LLC

  • $573 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
143K
+ 39.32%
$50.82 - $51.09 $7.26M - $7.3M
506K $25.9B
SLQD
Ishares 0 5 Year Investment Gr

ETFs
32.4K
+ 2.89%
$50.29 - $50.86 $1.63M - $1.65M
1.15M $58.6B
TGT
Target Corp

Consumer Defensive
19.5K
+ 446.45%
$86.56 - $107.43 $1.69M - $2.09M
23.8K $2.14B
GOOGL
Alphabet Inc.

Communication Services
32
+ 0.44%
$174.36 - $254.72 $5.58K - $8.15K
7.23K $1.76B
UNH
Unitedhealth Group Inc

Healthcare
691
+ 33.3%
$237.77 - $353.61 $164K - $244K
2.77K $955M
VGSH
Vanguard

ETFs
5.1K
+ 17.79%
$58.43 - $58.88 $298K - $300K
33.8K $1.99B
PCT
Pure Cycle Technologies, Inc.

Industrials
21K
+ 144.83%
$12.21 - $16.92 $256K - $355K
35.5K $467M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
1.72K
+ 8.5%
$74.93 - $80.73 $129K - $138K
21.9K $1.77B
YYY
Amplify ETF Tr High Income ETF

ETFs
8.89K
+ 0.6%
$11.61 - $11.92 $103K - $106K
1.5M $17.7B
VGIT
Vanguard Intermediate Term Tre

ETFs
1.93K
+ 4.67%
$58.97 - $60.36 $114K - $117K
43.3K $2.6B
XOM
Exxon Mobil Corp

Energy
9
+ 0.07%
$105.83 - $117.22 $952 - $1.05K
13.2K $1.49B
ADBE
Adobe Inc.

Technology
200
+ 28.49%
$333.65 - $392.1 $66.7K - $78.4K
902 $318M
VBR
Vanguard Small Cap Value ETF

ETFs
5
+ 0.17%
$195.41 - $212.37 $977 - $1.06K
2.87K $599M
IVW
Ishares S&P 500 Growth ETF

ETFs
102
+ 3.94%
$108.97 - $121.65 $11.1K - $12.4K
2.69K $325M
VOX
Vanguard Communication Service

ETFs
83
+ 5.78%
$169.0 - $192.17 $14K - $16K
1.52K $285M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
5
+ 0.33%
$225.11 - $247.9 $1.13K - $1.24K
1.51K $373M
VIG
Vanguard Dividend Appreciation

ETFs
48
+ 2.83%
N/A
1.74K $376M
PGF
Invesco Exchange Traded Fd Tr

ETFs
565
+ 1.4%
$14.11 - $14.94 $7.97K - $8.44K
40.9K $598M
SNPE
Dbx ETF Tr Xtrackers S&P 500 E

ETFs
92
+ 1.98%
$55.31 - $60.06 $5.09K - $5.53K
4.73K $284M
VZ
Verizon Communications Inc

Communication Services
7
+ 0.08%
$40.84 - $45.06 $286 - $315
9.3K $409M
ABT
Abbott Laboratories

Healthcare
2
+ 0.1%
$120.51 - $136.62 $241 - $273
2.03K $272M
CRM
Salesforce, Inc.

Technology
52
+ 3.0%
$231.66 - $273.65 $12K - $14.2K
1.78K $423M
HUMA
Humacyte, Inc.

Healthcare
28K
+ 9.72%
$1.41 - $2.73 $39.5K - $76.4K
316K $550M
Arrive Ai Inc
411
+ 2.75%
N/A
15.3K $55.8M
Activity Summary
Buys All Purchases 42 New Holdings 17 Increased Positions 25 Sells All Sells 102 Reductions 102 Sold out 0 Options Calls 1 Puts 4
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