Wj Wealth Management, LLC Portfolio Holdings

Wj Wealth Management, LLC

  • $245 Million
  • Q1 2025

Wj Wealth Management, LLC has filed its 13F form on April 24, 2025 for Q1 2025 where it was disclosed a total value porftolio of $245 Million distributed in 80 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Jp Morgan ETF Tr Ultra Short I with a value of $25.1M, Capital Group Divid Value ETF with a value of $17.1M, Ishares Msci Usa Quality Facto with a value of $17M, Harbor ETF Tr Harbor Long Term with a value of $14.6M, and Ishares Tr Ibonds Dec 2027 Ter with a value of $12.3M.

Examining the 13F form we can see an decrease of $22.3M in the current position value, from $267M to 245M.

Below you can find more details about Wj Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $245 Million
ETFs: $205 Million
Technology: $19.5 Million
Communication Services: $4.78 Million
Consumer Cyclical: $4.32 Million
Consumer Defensive: $2.92 Million
Healthcare: $1.78 Million
Financial Services: $993,000
Industrials: $718,000
Other: $0

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 80
  • Current Value $245 Million
  • Prior Value $267 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 24, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 12 stocks
  • Additional Purchases 15 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 37 stocks
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