Wj Wealth Management, LLC Portfolio Holdings
Wj Wealth Management, LLC
- $270 Million
- Q2 2025
Wj Wealth Management, LLC has filed its 13F form on July 28, 2025 for Q2 2025 where it was disclosed a total value porftolio of $270 Million distributed in 99 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 $24.2M, Capital Group Divid Value ETF with a value of $18.8M, Ishares Barclays 1 3 Year Trea with a value of $18.7M, Ishares Msci Usa Quality Facto with a value of $16.9M, and Nvidia Corp with a value of $15.1M.
Examining the 13F form we can see an increase of $25.2M in the current position value, from $245M to 270M.
Below you can find more details about Wj Wealth Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$270 Million
ETFs: $223 Million
Technology: $25.8 Million
Consumer Cyclical: $5.1 Million
Communication Services: $4.98 Million
Consumer Defensive: $3.46 Million
Industrials: $1.17 Million
Financial Services: $1.1 Million
Healthcare: $788,000
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 |
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