Wj Wealth Management, LLC Reduced Holdings in Q2 2025

Wj Wealth Management, LLC

  • $270 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
-174K
- 74.91%
$43.53 - $54.46 $7.59M - $9.5M
58.4K $3.18M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
-270K
- 53.32%
$23.96 - $24.27 $6.47M - $6.56M
237K $5.74M
FDL
First Tr Morningstar Dividend

ETFs
-87.3K
- 31.98%
$38.19 - $43.19 $3.33M - $3.77M
186K $7.77M
USMF
Wisdomtree Tr Us Multifactor F

ETFs
-71.1K
- 39.5%
$44.42 - $51.46 $3.16M - $3.66M
109K $5.58M
IBDR
Ishares Tr Ibonds Dec 2026 Ter

ETFs
-96.9K
- 38.67%
N/A
154K $3.65M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-18.6K
- 3.76%
$50.36 - $50.68 $939K - $945K
477K $24.2M
XLE
Energy Sector Spdr

ETFs
-9.16K
- 75.65%
$76.44 - $94.13 $700K - $863K
2.95K $250K
FSIG
First Tr ETF Iv LTD Duration I
-45.9K
- 16.45%
$18.77 - $19.14 $862K - $879K
233K $4.46M
IBMO
Ishares Tr Ibonds December 202

ETFs
-31.1K
- 71.89%
$25.32 - $25.63 $789K - $798K
12.2K $312K
AAPL
Apple Inc.

Technology
-2.6K
- 17.64%
$172.42 - $223.89 $449K - $583K
12.2K $2.49M
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
-4.22K
- 28.16%
$99.1 - $99.49 $418K - $420K
10.8K $1.07M
GOOG
Alphabet Inc.

Communication Services
-4.74K
- 21.08%
$146.58 - $180.01 $695K - $854K
17.8K $3.15M
TFLO
Ishares Treasury Floating Rate

ETFs
-6.61K
- 32.21%
$50.47 - $50.66 $334K - $335K
13.9K $704K
WINN
Harbor ETF Tr Harbor Long Term

ETFs
-8.28K
- 1.44%
N/A
566K $14.4M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-7.24K
- 7.28%
$152.42 - $182.82 $1.1M - $1.32M
92.2K $16.9M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-2.05K
- 5.08%
$45.11 - $52.34 $92.5K - $107K
38.3K $2M
SPSB
Spdr Portfolio Short Term Corp

ETFs
-700
- 6.32%
$29.82 - $30.19 $20.9K - $21.1K
10.4K $313K
FLRN
Spdr Bloomberg Investment Grad

ETFs
-399
- 0.91%
$30.29 - $30.83 $12.1K - $12.3K
43.6K $1.34M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-60
- 12.93%
$456.74 - $568.03 $27.4K - $34.1K
404 $229K
OEF
Ishares S&P 100 ETF

ETFs
-16
- 0.18%
N/A
8.65K $2.3M
Pacer Fds Tr
-49.6K
- 22.65%
N/A
169K $0
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-226
- 4.84%
$60.34 - $74.89 $13.6K - $16.9K
4.44K $332K
IVV
Ishares Core S&P 500 ETF

ETFs
-650
- 8.61%
$498.8 - $620.9 $324K - $404K
6.9K $4.28M
SPY
Spdr S&P 500 ETF Trust

ETFs
-55
- 3.38%
$496.48 - $617.85 $27.3K - $34K
1.57K $970K
ITOT
Ishares Core S&P Total U.S. St

ETFs
-734
- 5.75%
$108.12 - $135.04 $79.4K - $99.1K
12K $1.62M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-15
- 0.04%
$81.46 - $94.63 $1.22K - $1.42K
35.1K $3.32M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-800
- 17.42%
$179.95 - $278.88 $144K - $223K
3.79K $1.06M
SPYG
Spdr Portfolio

ETFs
-450
- 4.52%
$71.83 - $95.32 $32.3K - $42.9K
9.51K $906K
META
Meta Platforms, Inc.

Communication Services
-82
- 5.21%
$484.66 - $738.09 $39.7K - $60.5K
1.49K $1.1M
MSFT
Microsoft Corp

Technology
-1.5K
- 15.65%
$354.56 - $497.45 $531K - $745K
8.07K $4.02M
AMZN
Amazon Com Inc

Consumer Cyclical
-1.01K
- 4.44%
$167.32 - $223.3 $169K - $225K
21.7K $4.76M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
-10.4K
- 11.77%
$82.32 - $112.47 $859K - $1.17M
78.2K $8.8M
IWY
Ishares Tr Russell 200 Growth

ETFs
-1.32K
- 4.24%
$187.5 - $246.51 $248K - $326K
29.8K $7.35M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-905
- 3.97%
$416.06 - $551.64 $377K - $499K
21.9K $12.1M
CGDV
Capital Group Divid Value ETF

ETFs
-2.6K
- 0.54%
$31.93 - $39.49 $83.1K - $103K
476K $18.8M
NVDA
Nvidia Corp

Technology
-9.56K
- 9.1%
$94.31 - $157.99 $902K - $1.51M
95.5K $15.1M
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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