Wj Wealth Management, LLC Purchases and Sells in Q1 2025

Wj Wealth Management, LLC

$245 Million
Q1 2025

Top Buys

Incresed Positions

15 operations

Stock	Shares change	Price Range	Shares Held	Trade History
JPST	385K + 347.67%	$50.39 - $50.66 $19.4M - $19.5M	496K $25.1M
SPMO	31.4K + 54.84%	$91.76 - $103.26 $2.88M - $3.24M	88.7K $8.21M
BILS	6.68K + 80.46%	$99.16 - $99.52 $662K - $665K	15K $1.49M
IBDS	7.47K + 1.5%	$23.9 - $24.18 $178K - $181K	507K $12.3M
TSM	1.78K + 104.84%	$165.25 - $224.62 $293K - $399K	3.47K $576K
STLG	4.64K + 5.1%	N/A	95.8K $4.82M

New Holdings

12 operations

Stock	Shares change	Price Range	Shares Held	Trade History
FDL	273K New	$39.69 - $43.83 $10.8M - $12M	273K $11.9M
USMF	180K New	$48.29 - $51.95 $8.7M - $9.35M	180K $8.94M
FSIG	279K New	$18.74 - $19.04 $5.24M - $5.32M	279K $5.29M
CMDY	44.8K New	$47.45 - $51.96 $2.13M - $2.33M	44.8K $2.33M
TFLO	20.5K New	$50.48 - $50.68 $1.04M - $1.04M	20.5K $1.04M
ISRG	1.91K New	$476.63 - $610.45 $911K - $1.17M	1.91K $946K

Top Sells

Reduced Positions

37 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IWY	-36.9K - 54.22%	$210.19 - $243.33 $7.75M - $8.97M	31.1K $6.57M
QUAL	-34.5K - 25.77%	$168.16 - $186.21 $5.81M - $6.43M	99.5K $17M
IBDR	-270K - 51.83%	N/A	251K $5.95M
CGDV	-161K - 25.12%	$34.95 - $37.36 $5.61M - $6M	478K $17.1M
NVDA	-17.6K - 14.32%	$106.98 - $149.43 $1.88M - $2.62M	105K $11.4M
XYLD	-111K - 48.82%	$39.02 - $42.89 $4.35M - $4.78M	117K $4.62M

Activity Summary All Purchases 27 New Holdings 12 Increased Positions 15 All Sells 37 Reductions 37 Sold out 0 Calls 0 Puts 0

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