Wj Wealth Management, LLC Portfolio Holdings by Sector
Wj Wealth Management, LLC
- $152 Million
- Q3 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
JPST CGDV WINN SPMO QQQ GLTR CGGR IDMO 40 stocks |
$129,633
85.01% of portfolio
|
  1  
|
  39  
|
  1  
|
- |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA TSM AVGO MU 4 stocks |
$10,523
6.9% of portfolio
|
- |
  4  
|
- | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOG META 2 stocks |
$2,722
1.79% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT PLTR 2 stocks |
$2,540
1.67% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$2,346
1.54% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$1,520
1.0% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
GE ROK 2 stocks |
$744
0.49% of portfolio
|
- |
  2  
|
- | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
COST 1 stocks |
$695
0.46% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
LLY 1 stocks |
$462
0.3% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
LPLA 1 stocks |
$332
0.22% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Packaged Foods | Consumer Defensive
GIS 1 stocks |
$287
0.19% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Grocery Stores | Consumer Defensive
KR 1 stocks |
$270
0.18% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
NFLX 1 stocks |
$215
0.14% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
IYC 1 stocks |
$203
0.13% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
|
Shell Companies | Financial Services
ALCC 1 stocks |
$0
0.0% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|