Lji Wealth Management, LLC Incresed Positions in Q2 2025

Lji Wealth Management, LLC

  • $574 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
ITOT
Ishares Core S&P Total U.S. St

ETFs
148K
+ 14.29%
$108.12 - $135.04 $16M - $20M
1.19M $160B
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
20.8K
+ 6.27%
$60.22 - $80.1 $1.25M - $1.67M
352K $28.2B
VTWG
Vanguard Russell 2000 Growth E

ETFs
12K
+ 20.03%
$163.6 - $208.47 $1.96M - $2.5M
71.9K $15B
IWM
Ishares Russell 2000 ETF

ETFs
7.89K
+ 7.6%
$174.82 - $215.79 $1.38M - $1.7M
112K $24.1B
YYY
Amplify ETF Tr High Income ETF

ETFs
207K
+ 16.17%
$10.18 - $11.74 $2.11M - $2.43M
1.49M $17.4B
IVOG
Vanguard S&P Mid Cap 400 Growt

ETFs
12K
+ 11.8%
$91.51 - $113.03 $1.1M - $1.36M
114K $12.9B
NVDA
Nvidia Corp

Technology
371
+ 1.13%
$94.31 - $157.99 $35K - $58.6K
33.2K $5.24B
IWR
Ishares Russell Mid Cap ETF

ETFs
3.1K
+ 1.92%
$74.88 - $91.97 $232K - $285K
164K $15.1B
VTWO
Vanguard Russell 2000 ETF

ETFs
11K
+ 20.65%
$70.56 - $87.22 $778K - $962K
64.5K $5.62B
DFUS
Dimensional ETF Tr U S Equity

ETFs
14.2K
+ 32.49%
$53.65 - $67.02 $761K - $950K
57.8K $3.87B
UBER
Uber Technologies, Inc

Technology
9.98K
+ 86.39%
$64.62 - $93.3 $645K - $931K
21.5K $2.01B
SPY
Spdr S&P 500 ETF Trust

ETFs
876
+ 10.77%
$496.48 - $617.85 $435K - $541K
9.01K $5.57B
PDP
Invesco Exchange Traded Fd Tr

ETFs
2.84K
+ 4.01%
$89.44 - $108.59 $254K - $308K
73.6K $7.99B
META
Meta Platforms, Inc.

Communication Services
4
+ 0.09%
$484.66 - $738.09 $1.94K - $2.95K
4.69K $3.46B
VO
Vanguard Mid Cap ETF

ETFs
2.33K
+ 77.53%
$228.54 - $279.83 $533K - $653K
5.34K $1.49B
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
12.8K
+ 3.64%
$50.1 - $51.02 $639K - $651K
363K $18.5B
AMZN
Amazon Com Inc

Consumer Cyclical
234
+ 1.75%
$167.32 - $223.3 $39.2K - $52.3K
13.6K $2.99B
DFAT
Dimensional ETF Tr U S Target

ETFs
5.38K
+ 9.54%
$44.8 - $53.97 $241K - $290K
61.7K $3.33B
ORCL
Oracle Corp

Technology
47
+ 0.9%
$122.82 - $218.63 $5.77K - $10.3K
5.26K $1.15B
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
8.81K
+ 30.15%
$36.25 - $42.28 $319K - $372K
38K $1.61B
VBR
Vanguard Small Cap Value ETF

ETFs
1.72K
+ 150.52%
$162.76 - $195.77 $280K - $337K
2.87K $559M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
252
+ 7.99%
$456.74 - $568.03 $115K - $143K
3.4K $1.93B
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
6.43K
+ 25.41%
$48.13 - $49.85 $310K - $321K
31.8K $1.56B
JEPI
J P Morgan Exchange Traded Fd

ETFs
5.26K
+ 27.68%
$51.14 - $57.0 $269K - $300K
24.2K $1.38B
DFIV
Dimensional ETF Tr

ETFs
3.29K
+ 8.71%
$34.67 - $43.21 $114K - $142K
41K $1.76B
DFSV
Dimensional ETF Tr Dimensional

ETFs
6K
+ 8.2%
$24.21 - $29.47 $145K - $177K
79.2K $2.33B
UNH
Unitedhealth Group Inc

Healthcare
1.34K
+ 182.31%
$274.35 - $599.47 $368K - $803K
2.08K $647M
LLY
Eli Lilly & CO

Healthcare
748
+ 10.57%
$713.71 - $898.95 $534K - $672K
7.82K $6.1B
HUMA
Humacyte, Inc.

Healthcare
62K
+ 27.43%
$1.15 - $2.77 $71.3K - $172K
288K $602M
IWP
Ishares Russell Mid Cap Growth

ETFs
1.06K
+ 48.15%
$104.34 - $138.68 $110K - $146K
3.25K $450M
IDEV
Ishares Core Msci Intl Develop

ETFs
359
+ 1.56%
$61.79 - $76.67 $22.2K - $27.5K
23.4K $1.78B
WFC
Wells Fargo & Company

Financial Services
16
+ 0.08%
$60.98 - $80.12 $976 - $1.28K
21.1K $1.69B
DISV
Dimensional ETF Tr Dimensional

ETFs
3.2K
+ 17.76%
$25.93 - $32.91 $83K - $105K
21.2K $698M
IXUS
Ishares Tr

ETFs
1.08K
+ 8.95%
$62.37 - $77.63 $67.1K - $83.5K
13.1K $1.01B
SQ
Block, Inc.

Technology
1.34K
+ 23.22%
N/A
7.11K $483M
GOOGL
Alphabet Inc.

Communication Services
85
+ 1.19%
$144.7 - $178.6 $12.3K - $15.2K
7.2K $1.27B
TSLA
Tesla, Inc.

Consumer Cyclical
133
+ 6.81%
$221.86 - $362.89 $29.5K - $48.3K
2.09K $663M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
1.88K
+ 55.22%
$55.54 - $69.09 $104K - $130K
5.28K $365M
CRWD
Crowd Strike Holdings, Inc.

Technology
6
+ 0.66%
$321.63 - $509.31 $1.93K - $3.06K
920 $469M
PFF
Ishares Trust Ishares Pfd And

ETFs
4.42K
+ 50.89%
$29.0 - $30.68 $128K - $136K
13.1K $402M
GOOG
Alphabet Inc.

Communication Services
19
+ 0.35%
$146.58 - $180.01 $2.79K - $3.42K
5.51K $977M
BND
Vanguard Bd Index Fd Inc Total

ETFs
1.59K
+ 14.93%
$72.02 - $73.82 $114K - $117K
12.2K $899M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
63
+ 2.21%
$139.8 - $197.22 $8.81K - $12.4K
2.92K $575M
PCT
Pure Cycle Technologies, Inc.

Industrials
2K
+ 16.0%
$5.57 - $14.12 $11.1K - $28.2K
14.5K $199M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
14
+ 0.87%
$141.37 - $228.57 $1.98K - $3.2K
1.62K $367M
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
871
+ 5.88%
$69.8 - $85.28 $60.8K - $74.3K
15.7K $1.3B
XLF
Financial Sector Spdr

ETFs
100
+ 0.3%
$43.92 - $52.37 $4.39K - $5.24K
33.5K $1.76B
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
550
+ 16.84%
$57.46 - $75.58 $31.6K - $41.6K
3.82K $288M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
356
+ 18.34%
$483.48 - $539.8 $172K - $192K
2.3K $1.12B
Activity Summary
Buys All Purchases 87 New Holdings 11 Increased Positions 76 Sells All Sells 61 Reductions 61 Sold out 0 Options Calls 0 Puts 1
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