Lji Wealth Management, LLC Incresed Positions in Q1 2025

Lji Wealth Management, LLC

  • $502 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
76
+ 2.47%
$507.05 - $563.67 $38.5K - $42.8K
3.15K $1.62B
DIS
Walt Disney CO

Communication Services
110
+ 2.15%
$96.87 - $114.0 $10.7K - $12.5K
5.22K $515M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
53
+ 1.89%
$161.27 - $192.3 $8.55K - $10.2K
2.85K $460M
SRE
Sempra Energy

Utilities
10
+ 0.26%
$67.85 - $87.67 $679 - $877
3.81K $272M
VUG
Vanguard Growth ETF

ETFs
13
+ 0.65%
$369.1 - $427.61 $4.8K - $5.56K
2.01K $744M
CRM
Salesforce, Inc.

Technology
107
+ 6.6%
$268.36 - $359.95 $28.7K - $38.5K
1.73K $464M
ORCL
Oracle Corp

Technology
167
+ 3.31%
$139.81 - $186.47 $23.3K - $31.1K
5.22K $729M
AVUV
American Centy ETF Tr Avantis

ETFs
1.18K
+ 4.8%
$84.95 - $100.62 $100K - $119K
25.7K $2.24B
VTWO
Vanguard Russell 2000 ETF

ETFs
3.5K
+ 7.0%
$80.08 - $92.93 $280K - $325K
53.4K $4.31B
PDP
Invesco Exchange Traded Fd Tr

ETFs
3.53K
+ 5.26%
$96.95 - $116.13 $342K - $410K
70.7K $7.07B
DFAT
Dimensional ETF Tr U S Target

ETFs
123
+ 0.22%
$50.44 - $58.1 $6.2K - $7.15K
56.4K $2.9B
GOOGL
Alphabet Inc.

Communication Services
32
+ 0.45%
$154.33 - $206.19 $4.94K - $6.6K
7.12K $1.1B
AMZN
Amazon Com Inc

Consumer Cyclical
467
+ 3.61%
$190.26 - $242.06 $88.9K - $113K
13.4K $2.55B
MSFT
Microsoft Corp

Technology
3
+ 0.03%
$375.39 - $447.2 $1.13K - $1.34K
9.28K $3.48B
IVOG
Vanguard S&P Mid Cap 400 Growt

ETFs
4.6K
+ 4.73%
$101.13 - $119.79 $466K - $551K
102K $10.5B
IWM
Ishares Russell 2000 ETF

ETFs
7.76K
+ 8.08%
$198.1 - $229.79 $1.54M - $1.78M
104K $20.7B
HUMA
Humacyte, Inc.

Healthcare
41K
+ 22.16%
$1.71 - $5.18 $70.1K - $212K
226K $385M
QQQ
Invesco Qqq Trust, Series 1

ETFs
762
+ 2.81%
$468.34 - $539.52 $357K - $411K
27.9K $13.1B
NVDA
Nvidia Corp

Technology
302
+ 0.93%
$106.98 - $149.43 $32.3K - $45.1K
32.8K $3.55B
VTWG
Vanguard Russell 2000 Growth E

ETFs
2.33K
+ 4.05%
$185.73 - $221.19 $433K - $516K
59.9K $11.2B
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
12.8K
+ 4.0%
$68.07 - $78.99 $869K - $1.01M
332K $22.6B
Activity Summary
Buys All Purchases 80 New Holdings 8 Increased Positions 72 Sells All Sells 65 Reductions 65 Sold out 0 Options Calls 0 Puts 0
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