Wj Wealth Management, LLC Reduced Holdings in Q3 2025

Wj Wealth Management, LLC

  • $152 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
-47.8K
- 50.02%
$153.3 - $186.58 $7.33M - $8.92M
47.8K $8.91M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-161K
- 30.34%
$50.47 - $50.74 $8.12M - $8.16M
369K $18.7M
CGDV
Capital Group Divid Value ETF

ETFs
-118K
- 22.66%
$39.59 - $42.21 $4.69M - $5M
404K $17M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-8.18K
- 37.59%
$546.99 - $602.2 $4.47M - $4.93M
13.6K $8.15M
WINN
Harbor ETF Tr Harbor Long Term

ETFs
-167K
- 30.21%
N/A
386K $9.83M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
-13.2K
- 37.96%
$225.11 - $247.9 $2.97M - $3.28M
21.6K $5.34M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
-110K
- 46.32%
$24.14 - $24.34 $2.66M - $2.68M
128K $3.11M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
-21.4K
- 23.03%
$110.74 - $122.12 $2.38M - $2.62M
71.7K $8.68M
GLTR
Abrdn Precious Metals Basket ETF Trust

ETFs
-15.3K
- 25.41%
$138.31 - $165.45 $2.12M - $2.54M
45K $7.45M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-13K
- 40.63%
$182.33 - $194.5 $2.37M - $2.53M
19K $3.7M
AMZN
Amazon Com Inc

Consumer Cyclical
-10.8K
- 50.27%
$211.65 - $238.24 $2.29M - $2.57M
10.7K $2.35M
IVV
Ishares Core S&P 500 ETF

ETFs
-3.38K
- 49.28%
$620.67 - $670.08 $2.1M - $2.27M
3.48K $2.33M
GOOG
Alphabet Inc.

Communication Services
-8.89K
- 50.06%
$175.16 - $255.24 $1.56M - $2.27M
8.87K $2.16M
MSFT
Microsoft Corp

Technology
-3.98K
- 50.0%
$491.09 - $535.64 $1.95M - $2.13M
3.98K $2.06M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-16.3K
- 48.23%
$94.17 - $99.95 $1.54M - $1.63M
17.5K $1.75M
AAPL
Apple Inc.

Technology
-5.97K
- 50.0%
$202.38 - $256.87 $1.21M - $1.53M
5.97K $1.52M
NETZ
Engine No 1 ETF Tr Transform C

ETFs
-18.7K
- 20.88%
N/A
70.9K $5.28M
CGGR
Capital Group Growth ETF Shs C

ETFs
-30.7K
- 16.92%
$40.2 - $44.58 $1.23M - $1.37M
151K $6.62M
OEF
Ishares S&P 100 ETF

ETFs
-4.33K
- 50.0%
N/A
4.33K $1.15M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-18.5K
- 50.82%
$52.12 - $55.33 $966K - $1.03M
17.9K $992K
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-11.6K
- 50.0%
$82.38 - $83.0 $959K - $966K
11.6K $965K
ITOT
Ishares Core S&P Total U.S. St

ETFs
-6.05K
- 50.72%
$135.0 - $146.02 $816K - $883K
5.88K $855K
COST
Costco Wholesale Corp

Consumer Defensive
-951
- 55.88%
$915.95 - $994.57 $871K - $946K
751 $695K
XAR
Spdr S&P Aerospace & Defense E

ETFs
-3.05K
- 50.0%
$205.52 - $234.96 $627K - $717K
3.05K $716K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-2.46K
- 48.05%
$224.68 - $282.71 $552K - $695K
2.66K $742K
SUB
Ishares Short Term National Mu

ETFs
-6.05K
- 50.0%
$106.17 - $107.3 $642K - $649K
6.05K $645K
AVGO
Broadcom Inc.

Technology
-1.93K
- 47.54%
$264.74 - $369.57 $511K - $714K
2.13K $703K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-1.9K
- 50.0%
$275.84 - $326.36 $523K - $619K
1.9K $618K
NEAR
Blackrock Short Maturity Bond

ETFs
-11.8K
- 50.0%
$50.8 - $51.32 $598K - $604K
11.8K $603K
IBMP
Ishares Tr Ibonds December 202

ETFs
-22.7K
- 42.92%
$25.3 - $25.56 $574K - $580K
30.2K $768K
IGV
Ishares Expanded Tech Software

ETFs
-4.93K
- 50.0%
$105.96 - $117.79 $522K - $580K
4.93K $566K
SPBC
Simplify Exch Trad Fds Simplif

ETFs
-12.6K
- 20.5%
$41.31 - $44.9 $521K - $566K
48.9K $2.19M
META
Meta Platforms, Inc.

Communication Services
-741
- 49.2%
$695.21 - $791.73 $515K - $587K
765 $561K
STLG
Ishares Factors Us Growth Styl

ETFs
-10.6K
- 15.73%
N/A
56.9K $2.86M
FLRN
Spdr Bloomberg Investment Grad

ETFs
-17.3K
- 50.44%
$30.71 - $30.86 $531K - $534K
17K $524K
IBMQ
Ishares Tr Ibonds Dec 2028 Ter

ETFs
-20.2K
- 41.82%
$25.37 - $25.79 $512K - $521K
28.1K $720K
SPY
Spdr S&P 500 ETF Trust

ETFs
-761
- 50.16%
$617.65 - $666.84 $470K - $507K
756 $503K
SPYG
Spdr Portfolio

ETFs
-4.74K
- 50.0%
$94.33 - $105.31 $447K - $499K
4.74K $495K
NLR
Vaneck ETF Tr Uranium+Nuclear

ETFs
-3.43K
- 25.68%
$105.16 - $140.03 $361K - $480K
9.92K $1.35M
LLY
Eli Lilly & CO

Healthcare
-606
- 50.0%
$625.65 - $812.69 $379K - $492K
606 $462K
ARKX
Ark ETF Tr Ark Space Expl & In

ETFs
-16.1K
- 25.28%
$23.39 - $28.55 $377K - $460K
47.7K $1.36M
PLTR
Palantir Technologies Inc.

Technology
-2.44K
- 48.03%
$130.68 - $186.97 $319K - $457K
2.64K $482K
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
-7.47K
- 46.61%
$54.35 - $59.32 $406K - $443K
8.56K $506K
GE
General Electric CO

Industrials
-1.24K
- 49.44%
$244.75 - $305.63 $303K - $379K
1.27K $381K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
-2.7K
- 50.0%
$126.64 - $135.65 $342K - $366K
2.7K $366K
ROK
Rockwell Automation, Inc

Industrials
-1.04K
- 50.0%
$328.67 - $358.52 $342K - $373K
1.04K $363K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
-4.83K
- 50.0%
$70.77 - $73.59 $342K - $355K
4.83K $353K
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
-13.4K
- 50.0%
$25.24 - $25.56 $338K - $343K
13.4K $341K
LPLA
Lpl Financial Holdings Inc.

Financial Services
-1K
- 50.0%
$332.69 - $399.0 $333K - $399K
1K $332K
Activity Summary
Buys All Purchases 1 New Holdings 1 Increased Positions 0 Sells All Sells 68 Reductions 68 Sold out 0 Options Calls 0 Puts 0
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