Lji Wealth Management, LLC Reduced Holdings in Q2 2025

Lji Wealth Management, LLC

  • $574 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VTI
Vanguard Total Stock Market Et

ETFs
-25.3K
- 21.92%
$243.75 - $303.93 $6.17M - $7.7M
90.3K $27.4B
AAPL
Apple Inc.

Technology
-2.18K
- 3.35%
$172.42 - $223.89 $376K - $489K
63.1K $12.9B
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
-21.3K
- 48.84%
$47.89 - $48.65 $1.02M - $1.04M
22.3K $1.09B
MUB
Ishares National Muni Bond ETF

ETFs
-7.54K
- 43.36%
$102.31 - $105.8 $771K - $798K
9.85K $1.03B
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-6.25K
- 23.64%
$60.34 - $74.89 $377K - $468K
20.2K $1.51B
AVUV
American Centy ETF Tr Avantis

ETFs
-3.84K
- 14.91%
$75.17 - $91.21 $289K - $350K
21.9K $2B
XOM
Exxon Mobil Corp

Energy
-346
- 2.55%
$99.93 - $119.04 $34.6K - $41.2K
13.2K $1.42B
CVX
Chevron Corp

Energy
-269
- 6.18%
$133.73 - $168.51 $36K - $45.3K
4.08K $584M
SLB
Schlumberger Limited

Energy
-726
- 6.8%
$31.95 - $42.2 $23.2K - $30.6K
9.96K $336M
JNJ
Johnson & Johnson

Healthcare
-87
- 1.43%
$146.36 - $159.82 $12.7K - $13.9K
6.01K $917M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-613
- 14.87%
$152.93 - $181.74 $93.7K - $111K
3.51K $638M
VHT
Vanguard Health Care ETF

ETFs
-119
- 4.88%
$236.71 - $261.92 $28.2K - $31.2K
2.32K $576M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
-1.69K
- 3.29%
$47.02 - $47.83 $79.6K - $80.9K
49.8K $2.38B
ABBV
Abb Vie Inc.

Healthcare
-19
- 0.93%
$170.16 - $206.27 $3.23K - $3.92K
2.03K $378M
UNP
Union Pacific Corp

Industrials
-168
- 7.87%
$208.27 - $238.46 $35K - $40.1K
1.97K $453M
FENY
Fidelity Covington Tr Msci Ene

ETFs
-729
- 5.03%
$20.83 - $25.75 $15.2K - $18.8K
13.8K $323M
PGF
Invesco Exchange Traded Fd Tr

ETFs
-2.35K
- 5.5%
$13.7 - $14.31 $32.2K - $33.6K
40.4K $570M
ADBE
Adobe Inc.

Technology
-100
- 12.47%
$340.0 - $420.68 $34K - $42.1K
702 $272M
ABT
Abbott Laboratories

Healthcare
-312
- 13.32%
$123.95 - $138.08 $38.7K - $43.1K
2.03K $276M
ELV
Elevance Health, Inc.

Healthcare
-19
- 3.41%
$372.27 - $452.69 $7.07K - $8.6K
538 $209M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
-1.6K
- 9.87%
$20.12 - $21.0 $32.2K - $33.6K
14.6K $306M
V
Visa Inc.

Financial Services
-100
- 7.08%
$308.27 - $373.31 $30.8K - $37.3K
1.31K $466M
PG
Procter & Gamble CO

Consumer Defensive
-12
- 0.53%
$157.66 - $172.39 $1.89K - $2.07K
2.25K $358M
MA
Mastercard Inc

Financial Services
-60
- 12.12%
$479.92 - $590.74 $28.8K - $35.4K
435 $244M
Dimensional ETF Trust
-1.1K
- 3.32%
N/A
32.1K $997M
MO
Altria Group, Inc.

Consumer Defensive
-200
- 4.2%
$55.56 - $60.91 $11.1K - $12.2K
4.56K $267M
HD
Home Depot, Inc.

Consumer Cyclical
-42
- 2.51%
$335.24 - $380.78 $14.1K - $16K
1.63K $598M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-65
- 1.85%
$121.58 - $136.74 $7.9K - $8.89K
3.45K $469M
SGMO
Sangamo Therapeutics, Inc

Healthcare
-4K
- 16.84%
$0.43 - $0.81 $1.72K - $3.24K
19.8K $10.7M
ECL
Ecolab Inc.

Basic Materials
-54
- 6.44%
$225.65 - $270.95 $12.2K - $14.6K
785 $212M
Ea Series Trust
-1.14K
- 4.0%
N/A
27.5K $560M
FDRR
Fidelity Covington Tr Divid Et

ETFs
-500
- 6.41%
$43.98 - $54.23 $22K - $27.1K
7.3K $396M
IWS
Ishares Russell Midcap Value E

ETFs
-93
- 2.76%
$110.58 - $132.14 $10.3K - $12.3K
3.27K $432M
CSCO
Cisco Systems, Inc.

Technology
-207
- 6.15%
$53.19 - $69.38 $11K - $14.4K
3.16K $219M
XLU
Utilities Sector Spdr

ETFs
-25
- 0.52%
$73.09 - $82.77 $1.83K - $2.07K
4.83K $394M
SRE
Sempra Energy

Utilities
-10
- 0.26%
$63.78 - $78.91 $638 - $789
3.8K $288M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
-138
- 8.4%
$171.4 - $227.1 $23.7K - $31.3K
1.51K $342M
ISRG
Intuitive Surgical Inc

Healthcare
-53
- 4.51%
$451.58 - $565.94 $23.9K - $30K
1.12K $610M
COST
Costco Wholesale Corp

Consumer Defensive
-7
- 0.72%
$908.13 - $1056.85 $6.36K - $7.4K
961 $951M
IEFA
Ishares Tr

ETFs
-211
- 3.08%
$67.83 - $84.09 $14.3K - $17.7K
6.64K $554M
RF
Regions Financial Corp

Financial Services
-400
- 1.46%
$18.34 - $23.52 $7.34K - $9.41K
27K $636M
EFA
Ishares Tr Msci Eafe ETF

ETFs
-46
- 0.8%
$72.96 - $90.39 $3.36K - $4.16K
5.68K $508M
EEM
Ishares Msci Emerging Markets

ETFs
-55
- 0.55%
$38.52 - $48.28 $2.12K - $2.66K
10K $483M
CAT
Caterpillar Inc

Industrials
-15
- 1.32%
$273.94 - $388.21 $4.11K - $5.82K
1.13K $437M
HEI
Heico Corp

Industrials
-150
- 7.89%
$236.44 - $328.0 $35.5K - $49.2K
1.75K $574M
ENVX
Enovix Corp

Industrials
-6.75K
- 14.55%
$5.46 - $10.53 $36.9K - $71.1K
39.7K $410M
MSTR
Microstrategy Inc

Technology
-75
- 7.94%
$237.95 - $421.61 $17.8K - $31.6K
870 $352M
IEMG
Ishares Inc

ETFs
-1.89K
- 5.35%
N/A
33.4K $2.01B
AMD
Advanced Micro Devices Inc

Technology
-290
- 7.5%
$78.21 - $143.81 $22.7K - $41.7K
3.58K $507M
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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