Wj Financial Advisors LLC Portfolio Holdings

Wj Financial Advisors LLC

  • $103 Billion
  • Q3 2025

Wj Financial Advisors LLC has filed its 13F form on November 06, 2025 for Q3 2025 where it was disclosed a total value porftolio of $103 Billion distributed in 108 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr Gold Trust with a value of $5.56B, Apple Inc. with a value of $5.43B, Berkshire Hathaway Inc Class B with a value of $4.48B, Schwab Strategic Tr Us Large C with a value of $3.98B, and Amazon Com Inc with a value of $3.76B.

Examining the 13F form we can see an increase of $103B in the current position value.

Wj Financial Advisors LLC is based out at Killingworth, CT

Below you can find more details about Wj Financial Advisors LLC portfolio as well as his latest detailed transactions.

Portfolio value $103 Billion
ETFs: $47.7 Billion
Financial Services: $12.9 Billion
Technology: $12.4 Billion
Consumer Defensive: $4.4 Billion
Consumer Cyclical: $4.07 Billion
Healthcare: $3.84 Billion
Utilities: $3.82 Billion
Communication Services: $3.6 Billion
Other: $7.97 Billion

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$24.8B
$2.62 Billion 2.54% of portfolio
8,448
Q3 2025 New
$99.5B
$1.64 Billion 1.59% of portfolio
17,308
Q3 2025 New
$59.7B
$1.01 Billion 0.98% of portfolio
35,595
Q3 2025 New
$36.8B
$759 Million 0.74% of portfolio
29,750
Q3 2025 New
$197B
$676 Million 0.66% of portfolio
4,814
Q3 2025 New
$65.6B
$656 Million 0.64% of portfolio
2,349
Q3 2025 New
$72.6B
$659 Million 0.64% of portfolio
10,398
Q3 2025 New
$60.2B
$642 Million 0.62% of portfolio
1,301
Q3 2025 New
$70.5B
$583 Million 0.57% of portfolio
1,037
Q3 2025 New
$68B
$529 Million 0.51% of portfolio
16,927
Q3 2025 New
$32.7B
$518 Million 0.5% of portfolio
4,280
Q3 2025 New
$35B
$492 Million 0.48% of portfolio
3,957
Q3 2025 New
$39B
$395 Million 0.38% of portfolio
2,358
Q3 2025 New
$137B
$297 Million 0.29% of portfolio
11,667
Q3 2025 New
$51.3B
$295 Million 0.29% of portfolio
4,825
Q3 2025 New
$103B
$286 Million 0.28% of portfolio
5,149
Q3 2025 New
$29.7B
$287 Million 0.28% of portfolio
11,020
Q3 2025 New
$165B
$263 Million 0.26% of portfolio
3,489
Q3 2025 New
$12.7B
$269 Million 0.26% of portfolio
6,336
Q3 2025 New
$123B
$259 Million 0.25% of portfolio
2,720
Q3 2025 New

Summary

  • Portfolio
  • No. of Stocks 108
  • Current Value $103 Billion
  • Filing
  • Period Q3 2025
  • Filing Date November 06, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 108 stocks
  • Additional Purchases 0 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 0 stocks
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