Lji Wealth Management, LLC Sells in Q3 2025

Lji Wealth Management, LLC

  • $573 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
VTWG
Vanguard Russell 2000 Growth E

ETFs
-34.7K
- 48.28%
$208.02 - $237.84 $7.23M - $8.26M
37.2K $8.7B
PDP
Invesco Exchange Traded Fd Tr

ETFs
-52.4K
- 71.22%
$107.15 - $118.05 $5.61M - $6.18M
21.2K $2.5B
DFUS
Dimensional ETF Tr U S Equity

ETFs
-39.7K
- 68.71%
$67.01 - $72.84 $2.66M - $2.89M
18.1K $1.31B
DFAT
Dimensional ETF Tr U S Target

ETFs
-44.8K
- 72.52%
$53.36 - $59.69 $2.39M - $2.67M
17K $988M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-66.1K
- 78.19%
$36.04 - $38.78 $2.38M - $2.56M
18.4K $711M
AVUV
American Centy ETF Tr Avantis

ETFs
-17.1K
- 78.21%
$90.37 - $102.12 $1.55M - $1.75M
4.77K $475M
DFIV
Dimensional ETF Tr

ETFs
-34.3K
- 83.71%
$42.66 - $46.53 $1.46M - $1.6M
6.68K $308M
IDEV
Ishares Core Msci Intl Develop

ETFs
-19.2K
- 82.08%
$74.68 - $80.26 $1.44M - $1.54M
4.2K $336M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-33.3K
- 87.65%
$41.91 - $44.87 $1.4M - $1.5M
4.69K $210M
IEMG
Ishares Inc

ETFs
-22.3K
- 66.58%
N/A
11.2K $737M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-8.52K
- 69.76%
$72.57 - $74.72 $618K - $636K
3.69K $274M
MUB
Ishares National Muni Bond ETF

ETFs
-5.69K
- 57.77%
$103.24 - $106.68 $587K - $607K
4.16K $443M
LLY
Eli Lilly & CO

Healthcare
-461
- 5.89%
$625.65 - $812.69 $288K - $375K
7.36K $5.62B
UBER
Uber Technologies, Inc

Technology
-5.36K
- 24.91%
$86.91 - $99.57 $466K - $534K
16.2K $1.58B
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
-8.6K
- 17.28%
$47.76 - $48.46 $411K - $417K
41.2K $1.99B
Ea Series Trust
-17.7K
- 64.54%
N/A
9.74K $221M
IXUS
Ishares Tr

ETFs
-4.7K
- 35.89%
$76.35 - $82.58 $359K - $388K
8.4K $693M
META
Meta Platforms, Inc.

Communication Services
-285
- 6.07%
$695.21 - $791.73 $198K - $226K
4.41K $3.24B
RSP
Invesco S&P 500 Equal Weight E

ETFs
-1.3K
- 36.91%
$181.56 - $190.33 $235K - $246K
2.21K $420M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-514
- 15.1%
$567.77 - $614.76 $292K - $316K
2.89K $1.77B
DFAX
Dimensional ETF Tr
-6.58K
- 27.85%
$29.25 - $31.56 $192K - $208K
17K $535M
MSFT
Microsoft Corp

Technology
-647
- 7.08%
$491.09 - $535.64 $318K - $347K
8.49K $4.4B
ORCL
Oracle Corp

Technology
-1.68K
- 31.84%
$218.96 - $328.33 $367K - $550K
3.59K $1.01B
MSTR
Microstrategy Inc

Technology
-209
- 24.02%
$300.7 - $455.9 $62.8K - $95.3K
661 $213M
ISRG
Intuitive Surgical Inc

Healthcare
-68
- 6.06%
$433.66 - $544.47 $29.5K - $37K
1.05K $471M
NVO
Novo Nordisk A S

Healthcare
-1.2K
- 23.39%
$45.38 - $71.7 $54.5K - $86K
3.93K $218M
NFLX
Netflix Inc

Communication Services
-16
- 1.97%
$1147.87 - $1297.18 $18.4K - $20.8K
797 $956M
VO
Vanguard Mid Cap ETF

ETFs
-692
- 12.95%
$279.83 - $293.74 $194K - $203K
4.65K $1.37B
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-2.01K
- 38.11%
$68.24 - $73.73 $137K - $148K
3.27K $240M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-1.37K
- 13.46%
$132.9 - $142.03 $182K - $195K
8.83K $1.24B
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-2.87K
- 9.04%
$48.5 - $50.19 $139K - $144K
28.9K $1.45B
JEPI
J P Morgan Exchange Traded Fd

ETFs
-2K
- 8.25%
$55.61 - $57.37 $111K - $115K
22.2K $1.27B
IVV
Ishares Core S&P 500 ETF

ETFs
-230
- 19.69%
$620.67 - $670.08 $143K - $154K
938 $628M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-2.46K
- 30.17%
$49.43 - $54.52 $122K - $134K
5.7K $309M
PG
Procter & Gamble CO

Consumer Defensive
-532
- 23.68%
$150.47 - $161.22 $80.1K - $85.8K
1.72K $264M
ENVX
Enovix Corp

Industrials
-8K
- 20.18%
$8.0 - $15.93 $64K - $127K
31.7K $316M
IVE
Ishares S&P 500 Value ETF

ETFs
-554
- 23.44%
$194.44 - $206.51 $108K - $114K
1.81K $374M
HBAN
Huntington Bancshares Inc

Financial Services
-5.48K
- 32.93%
$15.87 - $17.88 $87K - $98K
11.2K $193M
SBUX
Starbucks Corp

Consumer Cyclical
-750
- 23.63%
$81.9 - $96.86 $61.4K - $72.6K
2.42K $205M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-239
- 10.4%
$459.11 - $506.91 $110K - $121K
2.06K $1.03B
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-683
- 19.78%
$136.48 - $142.97 $93.2K - $97.6K
2.77K $388M
PM
Philip Morris International Inc.

Consumer Defensive
-220
- 9.91%
$157.77 - $183.27 $34.7K - $40.3K
2K $325M
CRWD
Crowd Strike Holdings, Inc.

Technology
-100
- 10.87%
$412.46 - $514.1 $41.2K - $51.4K
820 $402M
DIS
Walt Disney CO

Communication Services
-143
- 2.75%
$112.25 - $124.0 $16.1K - $17.7K
5.07K $580M
KLAC
Kla Corp

Technology
-133
- 26.65%
$843.9 - $1078.6 $112K - $143K
366 $395M
IJS
Ishares S&P Smallcap 600 Value

ETFs
-833
- 18.24%
$98.99 - $112.2 $82.5K - $93.5K
3.73K $413M
JPM
Jpmorgan Chase & CO

Financial Services
-2.3K
- 8.41%
$282.78 - $316.06 $651K - $727K
25.1K $7.91B
XLF
Financial Sector Spdr

ETFs
-1.4K
- 4.19%
$51.37 - $54.25 $72.1K - $76.2K
32.1K $1.73B
SUB
Ishares Short Term National Mu

ETFs
-350
- 1.18%
$106.17 - $107.3 $37.2K - $37.6K
29.2K $3.12B
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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