Wj Wealth Management, LLC Reduced Holdings in Q1 2025

Wj Wealth Management, LLC

  • $245 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IWY
Ishares Tr Russell 200 Growth

ETFs
-36.9K
- 54.22%
$210.19 - $243.33 $7.75M - $8.97M
31.1K $6.57M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-34.5K
- 25.77%
$168.16 - $186.21 $5.81M - $6.43M
99.5K $17M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
-270K
- 51.83%
N/A
251K $5.95M
CGDV
Capital Group Divid Value ETF

ETFs
-161K
- 25.12%
$34.95 - $37.36 $5.61M - $6M
478K $17.1M
NVDA
Nvidia Corp

Technology
-17.6K
- 14.32%
$106.98 - $149.43 $1.88M - $2.62M
105K $11.4M
XYLD
Global X Fds S&P 500 Covered C

ETFs
-111K
- 48.82%
$39.02 - $42.89 $4.35M - $4.78M
117K $4.62M
WINN
Harbor ETF Tr Harbor Long Term

ETFs
-192K
- 25.06%
N/A
575K $14.6M
OEF
Ishares S&P 100 ETF

ETFs
-17.8K
- 67.29%
N/A
8.67K $2.31M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-2.61K
- 10.26%
$468.34 - $539.52 $1.22M - $1.41M
22.8K $10.7M
ICSH
Blackrock Ultra Short Term Bon

ETFs
-41.9K
- 63.44%
$50.44 - $50.7 $2.11M - $2.13M
24.2K $1.22M
MSFT
Microsoft Corp

Technology
-3.18K
- 24.94%
$375.39 - $447.2 $1.19M - $1.42M
9.57K $3.59M
GOOG
Alphabet Inc.

Communication Services
-3.01K
- 11.8%
$156.06 - $207.71 $470K - $626K
22.5K $3.52M
AAPL
Apple Inc.

Technology
-3.02K
- 17.01%
$209.68 - $247.1 $634K - $747K
14.8K $3.28M
AMZN
Amazon Com Inc

Consumer Cyclical
-1.49K
- 6.14%
$190.26 - $242.06 $283K - $360K
22.7K $4.32M
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
-3.53K
- 1.49%
$48.06 - $53.73 $170K - $190K
233K $11.3M
NFLX
Netflix Inc

Communication Services
-688
- 64.3%
$828.4 - $1058.6 $570K - $728K
382 $356K
IBMO
Ishares Tr Ibonds December 202

ETFs
-21.2K
- 32.86%
$25.45 - $25.6 $540K - $543K
43.3K $1.11M
IVV
Ishares Core S&P 500 ETF

ETFs
-398
- 5.01%
$554.06 - $615.85 $221K - $245K
7.55K $4.24M
IBMP
Ishares Tr Ibonds December 202

ETFs
-16.6K
- 29.95%
$25.1 - $25.34 $417K - $421K
38.8K $981K
SUB
Ishares Short Term National Mu

ETFs
-3.09K
- 22.56%
$105.3 - $106.24 $325K - $328K
10.6K $1.12M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-4.85K
- 10.73%
$49.78 - $53.19 $241K - $258K
40.4K $2.06M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-1.9K
- 5.13%
$90.0 - $96.32 $171K - $183K
35.1K $3.24M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-754
- 5.58%
$120.29 - $134.6 $90.7K - $101K
12.8K $1.56M
SPYG
Spdr Portfolio

ETFs
-1.2K
- 10.72%
$80.05 - $92.39 $95.7K - $110K
9.96K $800K
META
Meta Platforms, Inc.

Communication Services
-240
- 13.23%
$576.36 - $736.67 $138K - $177K
1.57K $907K
SPY
Spdr S&P 500 ETF Trust

ETFs
-172
- 9.57%
$551.42 - $612.93 $94.8K - $105K
1.63K $909K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-128
- 21.62%
$507.05 - $563.67 $64.9K - $72.1K
464 $238K
PNQI
Invesco Nasdaq Internet ETF

ETFs
-900
- 9.57%
$43.72 - $51.15 $39.3K - $46K
8.5K $375K
XLE
Energy Sector Spdr

ETFs
-1.69K
- 12.24%
$85.7 - $93.96 $145K - $159K
12.1K $1.13M
IYC
Ishares U.S. Consumer Discreti

ETFs
-200
- 4.9%
$85.71 - $101.2 $17.1K - $20.2K
3.88K $342K
JQUA
J P Morgan ETF Tr U S Quality

ETFs
-300
- 4.62%
$55.41 - $60.74 $16.6K - $18.2K
6.19K $349K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-4
- 0.09%
$67.03 - $74.61 $268 - $298
4.67K $317K
LLY
Eli Lilly & CO

Healthcare
-80
- 7.33%
$725.72 - $929.72 $58.1K - $74.4K
1.01K $835K
SPTS
Spdr Portfolio Short Term Trea

ETFs
-150
- 2.05%
$28.92 - $29.24 $4.34K - $4.39K
7.15K $209K
ALCC
Alt C Acquisition Corp.

Financial Services
-3.51K
- 16.33%
N/A
18K $0
FTCS
First Trust Capital Strength E

ETFs
-90
- 1.68%
$86.39 - $91.35 $7.78K - $8.22K
5.27K $472K
Activity Summary
Buys All Purchases 27 New Holdings 12 Increased Positions 15 Sells All Sells 37 Reductions 37 Sold out 0 Options Calls 0 Puts 0
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