Wj Wealth Management, LLC Purchases and Sells in Q4 2024

Wj Wealth Management, LLC

$267 Million
Q4 2024

Top Buys

Incresed Positions

13 operations

Stock	Shares change	Price Range	Shares Held	Trade History
XYLD	203K + 791.09%	$40.86 - $43.42 $8.28M - $8.8M	228K $9.57M
NVDA	492 + 0.4%	$117.0 - $148.88 $57.6K - $73.2K	123K $16.5M
DYNF	7.43K + 3.25%	$49.03 - $53.35 $364K - $396K	236K $12.1M
FLOT	9.7K + 204.34%	$50.73 - $51.08 $492K - $495K	14.4K $735K
AVGO	234 + 6.64%	$159.67 - $250.0 $37.4K - $58.5K	3.76K $871K
STLG	3.77K + 4.32%	N/A	91.1K $4.58M

New Holdings

10 operations

Stock	Shares change	Price Range	Shares Held	Trade History
JPST	111K New	$50.37 - $50.6 $5.58M - $5.6M	111K $5.58M
SPMO	57.3K New	$89.97 - $98.59 $5.15M - $5.65M	57.3K $5.44M
ICSH	66.1K New	$50.35 - $50.69 $3.33M - $3.35M	66.1K $3.33M
DAPP	92.1K New	$11.14 - $20.2 $1.03M - $1.86M	92.1K $1.32M
RKLB	9.24K New	$9.23 - $28.44 $85.3K - $263K	9.24K $235K
SPSB	6.75K New	$29.77 - $30.19 $201K - $204K	6.75K $201K

Top Sells

Reduced Positions

31 operations

Stock	Shares change	Price Range	Shares Held	Trade History
LLY	-4.66K - 81.03%	$727.2 - $932.06 $3.39M - $4.35M	1.09K $843K
NFLT	-156K - 50.27%	$22.43 - $23.09 $3.5M - $3.6M	154K $3.46M
IUSV	-19.3K - 34.27%	$91.94 - $100.02 $1.77M - $1.93M	37K $3.43M
QQQM	-10.2K - 19.68%	$198.04 - $221.51 $2.03M - $2.27M	41.8K $8.79M
QQQ	-3.7K - 12.69%	$481.22 - $538.17 $1.78M - $1.99M	25.4K $13M
MSFT	-1.21K - 8.69%	$406.35 - $454.46 $493K - $552K	12.8K $5.37M

Activity Summary All Purchases 23 New Holdings 10 Increased Positions 13 All Sells 31 Reductions 31 Sold out 0 Calls 0 Puts 0

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wj Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wj Wealth Management, LLC with notifications on news.