Wj Wealth Management, LLC Portfolio Holdings
Wj Wealth Management, LLC
- $267 Million
- Q3 2024
Wj Wealth Management, LLC has filed its 13F form on October 31, 2024 for Q3 2024 where it was disclosed a total value porftolio of $267 Million distributed in 74 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 $24M, Capital Group Divid Value ETF with a value of $23.2M, Harbor ETF Tr Harbor Long Term with a value of $19.6M, Ishares Tr Russell 200 Growth with a value of $15.1M, and Nvidia Corp with a value of $14.8M.
Examining the 13F form we can see an decrease of $737K in the current position value, from $268M to 267M.
Below you can find more details about Wj Wealth Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$267 Million
ETFs: $218 Million
Technology: $27.4 Million
Communication Services: $7.08 Million
Consumer Cyclical: $5.45 Million
Healthcare: $5.1 Million
Consumer Defensive: $2.65 Million
Financial Services: $814,000
Industrials: $558,000
Other: $0
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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