Lji Wealth Management, LLC Portfolio Holdings

Lji Wealth Management, LLC

  • $502 Billion
  • Q1 2025

Lji Wealth Management, LLC has filed its 13F form on May 01, 2025 for Q1 2025 where it was disclosed a total value porftolio of $502 Billion distributed in 182 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P Total U.S. St with a value of $127B, Ishares 0 5 Year Investment Gr with a value of $55.5B, Vanguard Total Stock Market Et with a value of $31.8B, Fidelity Nasdaq Composite Inde with a value of $22.6B, and Ishares Russell 2000 ETF with a value of $20.7B.

Examining the 13F form we can see an decrease of $5.61B in the current position value, from $508B to 502B.

Lji Wealth Management, LLC is based out at Indianapolis, IN

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

Portfolio value $502 Billion
ETFs: $418 Billion
Technology: $32.4 Billion
Financial Services: $14.1 Billion
Healthcare: $10.6 Billion
Communication Services: $6.36 Billion
Industrials: $4.85 Billion
Consumer Cyclical: $4.72 Billion
Consumer Defensive: $2.89 Billion
Other: $4.35 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$127 Billion 25.21% of portfolio
1,037,692
Q1 2025 Added 5.41%
$0
$55.5 Billion 11.06% of portfolio
1,104,378
Q1 2025 Added 2.77%
$0
$31.8 Billion 6.33% of portfolio
115,585
Q1 2025 Reduced 0.85%
$0
$22.6 Billion 4.49% of portfolio
331,559
Q1 2025 Added 4.0%
$0
$20.7 Billion 4.12% of portfolio
103,822
Q1 2025 Added 8.08%
$0
$17.9 Billion 3.56% of portfolio
350,600
Q1 2025 Added 4.15%
$0
$14.6 Billion 2.91% of portfolio
1,282,507
Q1 2025 Added 3.64%
$3.42T
$14.5 Billion 2.89% of portfolio
65,257
Q1 2025 Reduced 1.85%
$0
$13.7 Billion 2.73% of portfolio
160,971
Q1 2025 Added 8.99%
$0
$13.1 Billion 2.6% of portfolio
27,868
Q1 2025 Added 2.81%
$0
$11.2 Billion 2.22% of portfolio
59,944
Q1 2025 Added 4.05%
$0
$10.5 Billion 2.09% of portfolio
101,949
Q1 2025 Added 4.73%
$0
$7.07 Billion 1.41% of portfolio
70,720
Q1 2025 Added 5.26%
$718B
$6.79 Billion 1.35% of portfolio
27,689
Q1 2025 Added 0.22%
$854B
$5.84 Billion 1.16% of portfolio
7,074
Q1 2025 Reduced 0.8%
$0
$4.55 Billion 0.91% of portfolio
8,134
Q1 2025 Reduced 8.51%
$271B
$3.55 Billion 0.71% of portfolio
32,798
Q1 2025 Added 0.93%
$2.95T
$3.48 Billion 0.69% of portfolio
9,277
Q1 2025 Added 0.03%
$233B
$3.35 Billion 0.67% of portfolio
39,638
Q1 2025 Reduced 0.3%
$0
$3.12 Billion 0.62% of portfolio
29,522
Q1 2025 Added 10.53%
$0
$2.89 Billion 0.58% of portfolio
87,555
Q1 2025 Reduced 1.87%
$0
$2.9 Billion 0.58% of portfolio
56,368
Q1 2025 Added 0.22%
$1.25T
$2.7 Billion 0.54% of portfolio
4,690
Q1 2025 Reduced 0.97%
$0
$2.64 Billion 0.53% of portfolio
43,636
Q1 2025 Added 83.29%
$1.88T
$2.55 Billion 0.51% of portfolio
13,405
Q1 2025 Added 3.61%
$0
$2.45 Billion 0.49% of portfolio
51,458
Q1 2025 Added 0.0%
$0
$2.42 Billion 0.48% of portfolio
40,741
Q1 2025 Reduced 9.02%
$0
$2.24 Billion 0.45% of portfolio
25,742
Q1 2025 Added 4.8%
$320B
$2.17 Billion 0.43% of portfolio
52,057
Q1 2025 Reduced 1.41%
$0
$2.11 Billion 0.42% of portfolio
43,673
Q1 2025 Reduced 5.28%
$0
$2.06 Billion 0.41% of portfolio
73,164
Q1 2025 Reduced 7.74%
$0
$1.91 Billion 0.38% of portfolio
35,326
Q1 2025 Reduced 1.29%
$109B
$1.89 Billion 0.38% of portfolio
11,082
Q1 2025 Added 23.53%
$0
$1.83 Billion 0.37% of portfolio
17,387
Q1 2025 Added 0.21%
$0
$1.8 Billion 0.36% of portfolio
26,437
Q1 2025 Added 15.38%
$0
$1.68 Billion 0.33% of portfolio
28,660
Q1 2025 Reduced 3.84%
$0
$1.66 Billion 0.33% of portfolio
33,415
Q1 2025 Added 0.48%
$440B
$1.61 Billion 0.32% of portfolio
13,554
Q1 2025 Reduced 6.4%
$0
$1.62 Billion 0.32% of portfolio
3,152
Q1 2025 Added 2.47%
$0
$1.59 Billion 0.32% of portfolio
23,054
Q1 2025 Added 28.86%
$270B
$1.51 Billion 0.3% of portfolio
21,099
Q1 2025 Reduced 0.96%
$0
$1.48 Billion 0.3% of portfolio
37,727
Q1 2025 Added 8.94%
$0
$1.29 Billion 0.26% of portfolio
10,036
Q4 2024 Reduced 0.51%
$0
$1.26 Billion 0.25% of portfolio
25,319
Q1 2025 Reduced 1.02%
$0
$1.2 Billion 0.24% of portfolio
29,206
Q1 2025 Added 0.04%
$0
$1.2 Billion 0.24% of portfolio
14,809
Q1 2025 Added 8.78%
$0
$1.08 Billion 0.22% of portfolio
18,987
Q1 2025 Added 22.44%
$957B
$1.1 Billion 0.22% of portfolio
7,116
Q1 2025 Added 0.45%
$694B
$1.03 Billion 0.21% of portfolio
1,941
Q1 2025 Added 3.41%

Summary

  • Portfolio
  • No. of Stocks 182
  • Current Value $502 Billion
  • Prior Value $508 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 01, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 8 stocks
  • Additional Purchases 72 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 65 stocks
Track This Portfolio

Track Lji Wealth Management, LLC Portfolio

Follow Lji Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lji Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lji Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email