Wj Interests, LLC Portfolio Holdings by Sector
Wj Interests, LLC
- $168 Million
- Q1 2025
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
VT NTSI NTSX AVEM AVUV ROMO MINT VHT 9 stocks |
$149,295
97.94% of portfolio
|
  4  
|
  3  
|
- | - |
0
Calls
0
Puts
|
Banks—Diversified | Financial Services
JPM 1 stocks |
$858
0.56% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Information Technology Services | Technology
IBM 1 stocks |
$422
0.28% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Discount Stores | Consumer Defensive
WMT 1 stocks |
$421
0.28% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Software—Infrastructure | Technology
MSFT 1 stocks |
$418
0.27% of portfolio
|
  1  
|
- | - | - |
0
Calls
0
Puts
|
Insurance—Diversified | Financial Services
BRK-B 1 stocks |
$321
0.21% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
REIT—Diversified | Real Estate
BNL 1 stocks |
$270
0.18% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Banks—Regional | Financial Services
ZION 1 stocks |
$221
0.14% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Software—Application | Technology
MSTR 1 stocks |
$216
0.14% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|