Lji Wealth Management, LLC Reduced Holdings in Q3 2025

Lji Wealth Management, LLC

  • $573 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
FENY
Fidelity Covington Tr Msci Ene

ETFs
-1.6K
- 11.62%
$23.27 - $25.46 $37.2K - $40.7K
12.2K $301M
VHT
Vanguard Health Care ETF

ETFs
-177
- 7.63%
$239.12 - $259.95 $42.3K - $46K
2.14K $556M
AMZN
Amazon Com Inc

Consumer Cyclical
-96
- 0.7%
$211.65 - $238.24 $20.3K - $22.9K
13.5K $2.97B
IEFA
Ishares Tr

ETFs
-489
- 7.36%
$81.7 - $87.53 $40K - $42.8K
6.15K $537M
CSCO
Cisco Systems, Inc.

Technology
-200
- 6.34%
$66.2 - $71.79 $13.2K - $14.4K
2.96K $202M
WMT
Walmart Inc.

Consumer Defensive
-500
- 7.38%
$94.4 - $104.27 $47.2K - $52.1K
6.27K $647M
MA
Mastercard Inc

Financial Services
-21
- 4.83%
$550.18 - $598.96 $11.6K - $12.6K
414 $235M
MS
Morgan Stanley

Financial Services
-259
- 13.84%
$139.09 - $161.16 $36K - $41.7K
1.61K $256M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
-107
- 2.8%
$70.85 - $76.96 $7.58K - $8.23K
3.71K $282M
ECL
Ecolab Inc.

Basic Materials
-28
- 3.57%
$259.39 - $285.47 $7.26K - $7.99K
757 $207M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
-139
- 0.62%
$48.31 - $48.93 $6.72K - $6.8K
22.2K $1.08B
IWS
Ishares Russell Midcap Value E

ETFs
-183
- 5.59%
$132.83 - $140.61 $24.3K - $25.7K
3.09K $431M
SGMO
Sangamo Therapeutics, Inc

Healthcare
-300
- 1.52%
$0.44 - $0.7 $132 - $210
19.5K $13.1M
SPG
Simon Property Group Inc

Real Estate
-250
- 13.52%
$159.93 - $187.67 $40K - $46.9K
1.6K $300M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-163
- 3.58%
$62.09 - $66.51 $10.1K - $10.8K
4.39K $286M
IWV
Ishares Russell 3000 ETF

ETFs
-32
- 4.95%
$351.04 - $379.81 $11.2K - $12.2K
615 $233M
FDRR
Fidelity Covington Tr Divid Et

ETFs
-429
- 5.87%
$54.44 - $58.63 $23.4K - $25.2K
6.88K $403M
PFF
Ishares Trust Ishares Pfd And

ETFs
-135
- 1.03%
$30.67 - $32.13 $4.14K - $4.34K
13K $410M
XLE
Energy Sector Spdr

ETFs
-100
- 2.33%
$84.25 - $91.99 $8.43K - $9.2K
4.19K $374M
MO
Altria Group, Inc.

Consumer Defensive
-253
- 5.55%
$57.75 - $67.68 $14.6K - $17.1K
4.31K $285M
INTC
Intel Corp

Technology
-2.96K
- 25.74%
$19.31 - $35.5 $57.2K - $105K
8.55K $287M
KRE
Spdr S&P Regional Banking ETF

ETFs
-300
- 2.08%
$58.82 - $66.17 $17.6K - $19.9K
14.1K $896M
ABBV
Abb Vie Inc.

Healthcare
-234
- 11.5%
$184.85 - $231.54 $43.3K - $54.2K
1.8K $417M
RF
Regions Financial Corp

Financial Services
-1.1K
- 4.07%
$24.03 - $27.41 $26.4K - $30.2K
25.9K $684M
HD
Home Depot, Inc.

Consumer Cyclical
-29
- 1.78%
$357.4 - $423.42 $10.4K - $12.3K
1.6K $650M
VTI
Vanguard Total Stock Market Et

ETFs
-6.51K
- 7.21%
$303.93 - $329.86 $1.98M - $2.15M
83.7K $27.5B
BA
Boeing CO

Industrials
-52
- 0.47%
$209.79 - $237.38 $10.9K - $12.3K
11K $2.37B
CAT
Caterpillar Inc

Industrials
-76
- 6.76%
$390.92 - $477.15 $29.7K - $36.3K
1.05K $501M
WFC
Wells Fargo & Company

Financial Services
-151
- 0.72%
$77.05 - $85.16 $11.6K - $12.9K
21K $1.76B
AMD
Advanced Micro Devices Inc

Technology
-4
- 0.11%
$134.8 - $184.42 $539 - $738
3.57K $578M
SPY
Spdr S&P 500 ETF Trust

ETFs
-543
- 6.03%
$617.65 - $666.84 $335K - $362K
8.47K $5.64B
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-35
- 2.16%
$224.68 - $282.71 $7.86K - $9.89K
1.59K $443M
JNJ
Johnson & Johnson

Healthcare
-561
- 9.34%
$155.17 - $185.42 $87.1K - $104K
5.45K $1.01B
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-5
- 0.25%
$275.84 - $326.36 $1.38K - $1.63K
2.03K $662M
WYNN
Wynn Resorts LTD

Consumer Cyclical
-400
- 8.08%
$101.96 - $132.43 $40.8K - $53K
4.55K $584M
VTWO
Vanguard Russell 2000 ETF

ETFs
-5.74K
- 8.9%
$86.92 - $99.32 $499K - $570K
58.7K $5.74B
BAC
Bank Of America Corp

Financial Services
-1.09K
- 2.15%
$44.92 - $52.42 $48.9K - $57K
49.5K $2.55B
AVGO
Broadcom Inc.

Technology
-110
- 2.93%
$264.74 - $369.57 $29.1K - $40.7K
3.65K $1.2B
Lam Research Corp
-115
- 1.81%
N/A
6.23K $835M
TSLA
Tesla, Inc.

Consumer Cyclical
-87
- 4.17%
$293.94 - $444.72 $25.6K - $38.7K
2K $889M
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
-300
- 1.91%
$83.08 - $100.2 $24.9K - $30.1K
15.4K $1.54B
GOOG
Alphabet Inc.

Communication Services
-69
- 1.25%
$175.16 - $255.24 $12.1K - $17.6K
5.44K $1.32B
IWR
Ishares Russell Mid Cap ETF

ETFs
-3.99K
- 2.43%
$92.26 - $97.51 $368K - $389K
160K $15.5B
IVOG
Vanguard S&P Mid Cap 400 Growt

ETFs
-1.74K
- 1.53%
$113.73 - $121.28 $198K - $211K
112K $13.4B
NVDA
Nvidia Corp

Technology
-30
- 0.09%
$153.3 - $186.58 $4.6K - $5.6K
33.1K $6.18B
QQQ
Invesco Qqq Trust, Series 1

ETFs
-540
- 2.07%
$546.99 - $602.2 $295K - $325K
25.5K $15.3B
PLTR
Palantir Technologies Inc.

Technology
-1.27K
- 3.2%
$130.68 - $186.97 $166K - $237K
38.3K $6.98B
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
-16.1K
- 4.56%
$79.52 - $89.63 $1.28M - $1.44M
336K $30B
AAPL
Apple Inc.

Technology
-3.26K
- 5.17%
$202.38 - $256.87 $659K - $837K
59.8K $15.2B
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
Track This Portfolio

Track Lji Wealth Management, LLC Portfolio

Follow Lji Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lji Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lji Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email