Wj Wealth Management, LLC Sells in Q3 2024

Wj Wealth Management, LLC

  • $267 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-67.7K
- 84.91%
$81.31 - $83.29 $5.5M - $5.64M
12K $1M
OEF
Ishares S&P 100 ETF

ETFs
-19.7K
- 42.56%
$266.03 - $266.03 $5.24M - $5.24M
26.6K $7.07M
FLRN
Spdr Bloomberg Investment Grad

ETFs
-110K
- 75.28%
$30.55 - $30.85 $3.37M - $3.41M
36.3K $1.12M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-57.9K
- 80.9%
$44.83 - $47.42 $2.59M - $2.74M
13.7K $643K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-4.71K
- 13.92%
$434.77 - $502.96 $2.05M - $2.37M
29.1K $14.2M
NVDA
Nvidia Corp

Technology
-11.1K
- 8.31%
$98.91 - $134.91 $1.1M - $1.49M
122K $14.8M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
-8.05K
- 13.4%
$178.94 - $207.0 $1.44M - $1.67M
52K $10.4M
AMZN
Amazon Com Inc

Consumer Cyclical
-4.88K
- 15.27%
$161.02 - $200.0 $786K - $976K
27.1K $5.04M
GOOG
Alphabet Inc.

Communication Services
-3.56K
- 11.17%
$149.54 - $192.66 $532K - $685K
28.3K $4.73M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
-18.4K
- 73.88%
$51.29 - $56.57 $941K - $1.04M
6.49K $367K
SPY
Spdr S&P 500 ETF Trust

ETFs
-1.53K
- 43.82%
$517.38 - $573.86 $791K - $877K
1.96K $1.12M
SHV
Ishares Tr

ETFs
-6.98K
- 49.75%
$110.05 - $110.63 $769K - $773K
7.06K $780K
SPTS
Spdr Portfolio Short Term Trea

ETFs
-22.7K
- 71.81%
$28.75 - $29.46 $652K - $668K
8.9K $261K
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
-4.08K
- 31.04%
$98.97 - $99.59 $404K - $407K
9.07K $903K
NEAR
Blackrock Short Maturity Bond

ETFs
-7.3K
- 26.59%
$50.09 - $51.31 $366K - $375K
20.2K $1.03M
ANET
Arista Networks, Inc.

Technology
-1.02K
- 48.75%
$311.42 - $388.21 $316K - $394K
1.07K $409K
SUB
Ishares Short Term National Mu

ETFs
-2.81K
- 14.94%
$104.3 - $106.3 $293K - $298K
16K $1.7M
NFLX
Netflix Inc

Communication Services
-436
- 24.69%
$598.55 - $722.26 $261K - $315K
1.33K $943K
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
-4.25K
- 47.24%
$50.63 - $51.11 $215K - $217K
4.75K $242K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
-2.87K
- 21.8%
$61.47 - $67.36 $176K - $193K
10.3K $692K
XLE
Energy Sector Spdr

ETFs
-350
- 2.26%
$84.35 - $93.39 $29.5K - $32.7K
15.1K $1.33M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-262
- 14.4%
$147.95 - $191.05 $38.8K - $50.1K
1.56K $270K
DIS
Walt Disney CO

Communication Services
-300
- 11.11%
$85.6 - $98.61 $25.7K - $29.6K
2.4K $230K
GOOGL
Alphabet Inc.

Communication Services
-90
- 6.62%
$148.65 - $191.18 $13.4K - $17.2K
1.27K $210K
IBMO
Ishares Tr Ibonds December 202

ETFs
-1.57K
- 2.37%
$25.26 - $25.66 $39.6K - $40.3K
64.5K $1.66M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-6.8K
- 4.83%
$162.64 - $179.3 $1.11M - $1.22M
134K $24M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-550
- 3.3%
$51.02 - $52.74 $28.1K - $29K
16.1K $848K
AMD
Advanced Micro Devices Inc

Technology
-22
- 0.59%
$128.67 - $183.96 $2.83K - $4.05K
3.73K $611K
SPYG
Spdr Portfolio

ETFs
-260
- 2.25%
$73.38 - $84.1 $19.1K - $21.9K
11.3K $936K
FTCS
First Trust Capital Strength E

ETFs
-140
- 2.55%
$83.58 - $90.94 $11.7K - $12.7K
5.36K $486K
ITOT
Ishares Core S&P Total U.S. St

ETFs
-188
- 1.38%
$113.41 - $125.62 $21.3K - $23.6K
13.5K $1.69M
META
Meta Platforms, Inc.

Communication Services
-34
- 1.97%
$453.41 - $572.44 $15.4K - $19.5K
1.69K $969K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-1.84K
- 3.82%
$48.51 - $52.86 $89.2K - $97.2K
46.2K $2.44M
Activity Summary
Buys All Purchases 24 New Holdings 9 Increased Positions 15 Sells All Sells 34 Reductions 34 Sold out 0 Options Calls 0 Puts 0
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