Wj Wealth Management, LLC Portfolio Holdings
Wj Wealth Management, LLC
- $249 Million
- Q1 2024
Wj Wealth Management, LLC has filed its 13F form on April 17, 2024 for Q1 2024 where it was disclosed a total value porftolio of $249 Million distributed in 71 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Msci Usa Quality Facto with a value of $23M, Capital Group Divid Value ETF with a value of $18.7M, Invesco Qqq Trust, Series 1 with a value of $15.6M, Ishares Treasury Floating Rate with a value of $14.4M, and Ishares Tr Russell 200 Growth with a value of $12.6M.
Examining the 13F form we can see an increase of $19.5M in the current position value, from $230M to 249M.
Below you can find more details about Wj Wealth Management, LLC portfolio as well as his latest detailed transactions.