Wj Wealth Management, LLC Portfolio Holdings by Sector
Wj Wealth Management, LLC
- $270 Million
- Q2 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
JPST CGDV SHY QUAL WINN QQQ ICSH SPMO 59 stocks |
$223,077
83.9% of portfolio
|
20
|
29
|
10
|
- |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA AVGO TSM AMD 4 stocks |
$17,503
6.58% of portfolio
|
3
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT PLTR CRWD ORCL 4 stocks |
$4,957
1.86% of portfolio
|
3
|
1
|
3
|
- |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$4,758
1.79% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOG META GOOGL 3 stocks |
$4,466
1.68% of portfolio
|
1
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$2,493
0.94% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
COST WMT 2 stocks |
$2,004
0.75% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
IBM 1 stocks |
$876
0.33% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
LLY 1 stocks |
$788
0.3% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
LPLA 1 stocks |
$749
0.28% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
ROK 1 stocks |
$690
0.26% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Packaged Foods | Consumer Defensive
GIS 1 stocks |
$590
0.22% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Grocery Stores | Consumer Defensive
KR 1 stocks |
$575
0.22% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
NFLX 1 stocks |
$511
0.19% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
IYC 1 stocks |
$386
0.15% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Financial Data & Stock Exchanges | Financial Services
MSCI 1 stocks |
$346
0.13% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA 1 stocks |
$343
0.13% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Tobacco | Consumer Defensive
PM 1 stocks |
$291
0.11% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
BA 1 stocks |
$251
0.09% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Conglomerates | Industrials
HON 1 stocks |
$232
0.09% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Shell Companies | Financial Services
ALCC 1 stocks |
$0
0.0% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|