Lji Wealth Management, LLC Portfolio Holdings
Lji Wealth Management, LLC
- $387 Billion
- Q1 2024
Lji Wealth Management, LLC has filed its 13F form on May 15, 2024 for Q1 2024 where it was disclosed a total value porftolio of $387 Billion distributed in 152 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 $97.5B, Ishares 0 5 Year Investment Gr with a value of $38.1B, Fidelity Nasdaq Composite Inde with a value of $23.1B, Ishares Russell 2000 ETF with a value of $15.9B, and Ishares Tr Fltg Rate Nt ETF with a value of $15.8B.
Examining the 13F form we can see an increase of $484M in the current position value, from $386B to 387B.
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.