Lji Wealth Management, LLC Portfolio Holdings

Lji Wealth Management, LLC

  • $489 Billion
  • Q3 2024

Lji Wealth Management, LLC has filed its 13F form on November 06, 2024 for Q3 2024 where it was disclosed a total value porftolio of $489 Billion distributed in 194 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P Total U.S. St with a value of $115B, Ishares 0 5 Year Investment Gr with a value of $44.9B, Fidelity Nasdaq Composite Inde with a value of $27B, Ishares Russell 2000 ETF with a value of $22.5B, and Ishares Tr Fltg Rate Nt ETF with a value of $17.4B.

Examining the 13F form we can see an increase of $36.9B in the current position value, from $452B to 489B.

Lji Wealth Management, LLC is based out at Indianapolis, IN

Below you can find more details about Lji Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $489 Billion
ETFs: $401 Billion
Technology: $34 Billion
Financial Services: $13 Billion
Healthcare: $11.7 Billion
Communication Services: $6.75 Billion
Consumer Cyclical: $5.53 Billion
Industrials: $4.59 Billion
Consumer Defensive: $3.74 Billion
Other: $6.06 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.69T
$15.7 Billion 3.2% of portfolio
67,252
Q3 2024 Added 0.23%
$711B
$6.21 Billion 1.27% of portfolio
7,004
Q3 2024 Added 3.64%
$729B
$5.97 Billion 1.22% of portfolio
28,325
Q3 2024 Added 1.82%
$3.11T
$3.94 Billion 0.81% of portfolio
9,156
Q3 2024 Added 1.88%
$354B
$3.96 Billion 0.81% of portfolio
32,593
Q3 2024 Added 5.59%
$1.26T
$2.64 Billion 0.54% of portfolio
4,613
Q3 2024 Added 2.72%
$2.01T
$2.61 Billion 0.53% of portfolio
13,993
Q3 2024 Added 16.0%
$377B
$2.19 Billion 0.45% of portfolio
55,235
Q3 2024 Added 1.09%
$508B
$1.78 Billion 0.36% of portfolio
15,169
Q3 2024 Added 0.32%
$126B
$1.55 Billion 0.32% of portfolio
41,784
Q3 2024 Added 2.37%
$89B
$1.5 Billion 0.31% of portfolio
9,845
Q3 2024 Added 17.97%
$984B
$1.26 Billion 0.26% of portfolio
7,622
Q3 2024 Added 20.98%
$288B
$1.27 Billion 0.26% of portfolio
22,487
Q3 2024 Reduced 8.09%
$1.74B
$1.2 Billion 0.25% of portfolio
2,881
Q3 2024 New
$4.03B
$1.16 Billion 0.24% of portfolio
18,400
Q3 2024 Reduced 39.07%
$57.5B
$1.05 Billion 0.22% of portfolio
6,767
Q3 2024 Reduced 8.08%
$211B
$955 Million 0.2% of portfolio
9,926
Q3 2024 Reduced 19.46%
$620B
$927 Million 0.19% of portfolio
2,015
Q3 2024 Added 4.62%
$22.5B
$942 Million 0.19% of portfolio
5,230
Q1 2024 Reduced 1.88%
$1.01T
$898 Million 0.18% of portfolio
5,374
Q1 2024 Added 9.52%
$25.8B
$851 Million 0.17% of portfolio
57,914
Q3 2024 Reduced 8.12%
$518B
$849 Million 0.17% of portfolio
4,983
Q3 2024 Added 2.57%
$427B
$854 Million 0.17% of portfolio
963
Q3 2024 Added 0.1%
$223B
$773 Million 0.16% of portfolio
4,710
Q3 2024 Added 13.36%
$10.4B
$762 Million 0.16% of portfolio
7,950
Q3 2024 Reduced 7.02%
$48.4B
$662 Million 0.14% of portfolio
12,840
Q3 2024 New
$25.5B
$686 Million 0.14% of portfolio
29,390
Q2 2024 New
$430B
$675 Million 0.14% of portfolio
1,667
Q3 2024 Added 1.71%
$66.5B
$685 Million 0.14% of portfolio
3,971
Q3 2024 Added 970.35%
$1.48B
$690 Million 0.14% of portfolio
73,900
Q3 2024 Added 2.07%
$318B
$633 Million 0.13% of portfolio
4,295
Q3 2024 Reduced 4.94%
$29.5B
$582 Million 0.12% of portfolio
7,200
Q2 2024 Reduced 26.9%
$245B
$573 Million 0.12% of portfolio
7,095
Q3 2024 Added 5.33%
$400B
$575 Million 0.12% of portfolio
810
Q1 2024 Added 4.25%
$9.91B
$517 Million 0.11% of portfolio
633
Q1 2024 Added 0.16%
$149B
$543 Million 0.11% of portfolio
2,204
Q3 2024 Added 3.18%
$194B
$560 Million 0.11% of portfolio
1,140
Q3 2024 Added 1.42%
$15.2B
$523 Million 0.11% of portfolio
2,000
Q3 2024 Reduced 4.76%
$237B
$504 Million 0.1% of portfolio
4,230
Q3 2024 Reduced 3.42%
$62.7B
$485 Million 0.1% of portfolio
11,564
Q3 2024 Reduced 2.5%
$1.11T
$489 Million 0.1% of portfolio
1,870
Q3 2024 Reduced 5.32%
$32.4B
$432 Million 0.09% of portfolio
1,919
Q4 2022 New
$418B
$421 Million 0.09% of portfolio
2,431
Q3 2024 Added 32.99%
$313B
$438 Million 0.09% of portfolio
2,219
Q3 2024 Added 4.18%
$210B
$448 Million 0.09% of portfolio
1,145
Q1 2024 Added 1.78%
$342B
$437 Million 0.09% of portfolio
1,595
Q3 2024 Reduced 0.99%
$507B
$388 Million 0.08% of portfolio
1,412
Q3 2024 Reduced 0.42%
$181B
$400 Million 0.08% of portfolio
8,913
Q3 2024 Reduced 0.29%
$4.95B
$390 Million 0.08% of portfolio
1,800
Q1 2024 New

Summary

  • Portfolio
  • No. of Stocks 194
  • Current Value $489 Billion
  • Prior Value $452 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 06, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 11 stocks
  • Additional Purchases 79 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 58 stocks
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