Wj Wealth Management, LLC Purchases in Q2 2025

Wj Wealth Management, LLC

  • $270 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SHY
Ishares Barclays 1 3 Year Trea

ETFs
213K
+ 1772.37%
$82.21 - $83.12 $17.5M - $17.7M
225K $18.7M
ICSH
Blackrock Ultra Short Term Bon

ETFs
194K
+ 804.16%
$50.48 - $50.71 $9.81M - $9.85M
218K $11.1M
GLTR
Abrdn Precious Metals Basket ETF Trust

ETFs
50.3K
New
$120.49 - $141.16 $6.06M - $7.1M
50.3K $6.95M
NETZ
Engine No 1 ETF Tr Transform C

ETFs
83.7K
New
N/A
83.7K $6.23M
IDMO
Invesco ETF Tr Ii S&P Intl Dev

ETFs
50.6K
New
$39.69 - $51.24 $2.01M - $2.59M
50.6K $2.59M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
536
+ 1.51%
$171.4 - $227.1 $91.9K - $122K
36.1K $8.21M
IBMQ
Ishares Tr Ibonds Dec 2028 Ter

ETFs
39.2K
New
$24.88 - $25.41 $975K - $996K
39.2K $996K
IBM
International Business Machines Corp

Technology
2.97K
New
$221.03 - $294.78 $657K - $877K
2.97K $876K
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
5.8K
New
$66.89 - $111.18 $388K - $644K
5.8K $644K
AVGO
Broadcom Inc.

Technology
264
+ 6.84%
$146.29 - $275.65 $38.6K - $72.8K
4.12K $1.14M
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
18.6K
New
$24.94 - $25.42 $464K - $473K
18.6K $472K
ARKX
Ark ETF Tr Ark Space Expl & In

ETFs
18.3K
New
$16.01 - $24.16 $294K - $443K
18.3K $443K
PLTR
Palantir Technologies Inc.

Technology
3.16K
New
$74.01 - $144.25 $234K - $456K
3.16K $431K
COST
Costco Wholesale Corp

Consumer Defensive
300
+ 19.71%
$908.13 - $1056.85 $272K - $317K
1.82K $1.8M
IBMP
Ishares Tr Ibonds December 202

ETFs
14K
+ 36.05%
$24.98 - $25.35 $350K - $355K
52.8K $1.34M
TSLA
Tesla, Inc.

Consumer Cyclical
1.08K
New
$221.86 - $362.89 $240K - $392K
1.08K $343K
CRWD
Crowd Strike Holdings, Inc.

Technology
546
New
$321.63 - $509.31 $176K - $278K
546 $278K
IYF
Ishares Tr

ETFs
2.28K
New
$99.23 - $120.99 $226K - $276K
2.28K $275K
USMV
Ishares Msci Usa Min Vol Facto

ETFs
2.79K
New
$85.42 - $94.39 $238K - $263K
2.79K $261K
BA
Boeing CO

Industrials
1.2K
New
$136.59 - $217.51 $164K - $261K
1.2K $251K
SHV
Ishares Tr

ETFs
2.16K
+ 21.52%
$110.06 - $110.46 $238K - $239K
12.2K $1.35M
ORCL
Oracle Corp

Technology
1.07K
New
$122.82 - $218.63 $131K - $234K
1.07K $233K
HON
Honeywell International Inc

Industrials
1K
New
$182.86 - $232.88 $183K - $233K
1K $232K
SUB
Ishares Short Term National Mu

ETFs
2K
+ 18.87%
$104.77 - $106.34 $210K - $213K
12.6K $1.34M
AMD
Advanced Micro Devices Inc

Technology
1.55K
New
$78.21 - $143.81 $121K - $222K
1.55K $219K
GOOGL
Alphabet Inc.

Communication Services
1.22K
New
$144.7 - $178.6 $177K - $218K
1.22K $215K
NEAR
Blackrock Short Maturity Bond

ETFs
4K
+ 20.46%
$50.41 - $51.17 $202K - $205K
23.6K $1.2M
IWF
Ishares Russell 1000 Gr ETF

ETFs
480
New
$320.42 - $424.58 $154K - $204K
480 $203K
WMT
Walmart Inc.

Consumer Defensive
2.06K
New
$81.79 - $99.98 $168K - $206K
2.06K $201K
STLG
Ishares Factors Us Growth Styl

ETFs
922
+ 0.96%
N/A
96.7K $4.86M
IAU
Ishares Gold Trust

ETFs
60
+ 1.2%
$56.1 - $64.74 $3.37K - $3.88K
5.04K $314K
GLD
Spdr Gold Trust

ETFs
4
+ 0.55%
$273.71 - $316.29 $1.09K - $1.27K
728 $221K
QTUM
ETF Ser Solutions Defiance Qua
13K
New
N/A
13K $0
Amplify ETF Tr
9.47K
New
N/A
9.47K $0
Arm Holdings PLC
1.55K
New
N/A
1.55K $0
Blackrock ETF Trust Ii
26.4K
New
N/A
26.4K $0
Tcw ETF Trust
77.6K
+ 52.04%
N/A
227K $0
Global X Fds
145K
New
N/A
145K $0
DRS
Leonardo Drs, Inc.
28K
New
N/A
28K $0
Rocket Lab Corp
13.1K
New
N/A
13.1K $0
Capital Group International
202K
+ 140.27%
N/A
346K $0
ALCC
Alt C Acquisition Corp.

Financial Services
3.45K
+ 19.17%
N/A
21.5K $0
Activity Summary
Buys All Purchases 43 New Holdings 27 Increased Positions 16 Sells All Sells 37 Reductions 37 Sold out 0 Options Calls 0 Puts 0
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