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 Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$116M
$14.3 Million 0.0% of portfolio
10,000
Q3 2024 New
$258M
$14.8 Million 0.0% of portfolio
10,407
Q3 2024 Reduced 8.77%
$184M
$21.6 Million 0.0% of portfolio
10,000
Q2 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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