Wj Wealth Management, LLC Purchases and Sells in Q2 2025

Wj Wealth Management, LLC

$270 Million
Q2 2025

Top Buys

Incresed Positions

16 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SHY	213K + 1772.37%	$82.21 - $83.12 $17.5M - $17.7M	225K $18.7M
ICSH	194K + 804.16%	$50.48 - $50.71 $9.81M - $9.85M	218K $11.1M
QQQM	536 + 1.51%	$171.4 - $227.1 $91.9K - $122K	36.1K $8.21M
AVGO	264 + 6.84%	$146.29 - $275.65 $38.6K - $72.8K	4.12K $1.14M
TSM	1.19K + 34.41%	$141.37 - $228.57 $169K - $273K	4.66K $1.06M
COST	300 + 19.71%	$908.13 - $1056.85 $272K - $317K	1.82K $1.8M

New Holdings

27 operations

Stock	Shares change	Price Range	Shares Held	Trade History
GLTR	50.3K New	$120.49 - $141.16 $6.06M - $7.1M	50.3K $6.95M
NETZ	83.7K New	N/A	83.7K $6.23M
IDMO	50.6K New	$39.69 - $51.24 $2.01M - $2.59M	50.6K $2.59M
IBMQ	39.2K New	$24.88 - $25.41 $975K - $996K	39.2K $996K
IBM	2.97K New	$221.03 - $294.78 $657K - $877K	2.97K $876K
NLR	5.8K New	$66.89 - $111.18 $388K - $644K	5.8K $644K

Top Sells

Reduced Positions

37 operations

Stock	Shares change	Price Range	Shares Held	Trade History
DYNF	-174K - 74.91%	$43.53 - $54.46 $7.59M - $9.5M	58.4K $3.18M
IBDS	-270K - 53.32%	$23.96 - $24.27 $6.47M - $6.56M	237K $5.74M
FDL	-87.3K - 31.98%	$38.19 - $43.19 $3.33M - $3.77M	186K $7.77M
USMF	-71.1K - 39.5%	$44.42 - $51.46 $3.16M - $3.66M	109K $5.58M
IBDR	-96.9K - 38.67%	N/A	154K $3.65M
JPST	-18.6K - 3.76%	$50.36 - $50.68 $939K - $945K	477K $24.2M

Activity Summary All Purchases 43 New Holdings 27 Increased Positions 16 All Sells 37 Reductions 37 Sold out 0 Calls 0 Puts 0

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