Lji Wealth Management, LLC New Holdings in Q2 2024

Lji Wealth Management, LLC

  • $452 Billion
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
VTWG
Vanguard Russell 2000 Growth E

ETFs
59.5K
New
$178.44 - $195.65 $10.6M - $11.6M
59.5K $11.4B
VTWO
Vanguard Russell 2000 ETF

ETFs
59.5K
New
$77.95 - $84.63 $4.63M - $5.03M
59.5K $4.87B
SPY
Spdr S&P 500 ETF Trust

ETFs
8.81K
New
$495.16 - $548.49 $4.36M - $4.83M
8.81K $4.79B
NVDA
Nvidia Corp

Technology
30.9K
New
$118.11 - $1224.4 $3.65M - $37.8M
30.9K $3.81B
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
51.7K
New
$46.84 - $47.32 $2.42M - $2.44M
51.7K $2.44B
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
20.4K
New
$82.22 - $94.12 $1.68M - $1.92M
20.4K $1.89B
VGSH
Vanguard

ETFs
28.7K
New
$57.55 - $58.0 $1.65M - $1.66M
28.7K $1.66B
VKTX
Viking Therapeutics, Inc.

Healthcare
30.2K
New
$47.39 - $80.2 $1.43M - $2.42M
30.2K $1.6B
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
21.4K
New
$60.69 - $66.83 $1.3M - $1.43M
21.4K $1.42B
XLF
Financial Sector Spdr

ETFs
34.5K
New
$39.59 - $42.49 $1.37M - $1.47M
34.5K $1.42B
VHT
Vanguard Health Care ETF

ETFs
3.22K
New
$252.83 - $269.37 $813K - $866K
3.22K $855M
KRE
Spdr S&P Regional Banking ETF

ETFs
17.3K
New
$45.75 - $51.19 $792K - $886K
17.3K $850M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
2.36K
New
$199.21 - $276.76 $471K - $654K
2.36K $616M
RF
Regions Financial Corp

Financial Services
29.4K
New
$18.19 - $20.69 $535K - $608K
29.4K $589M
ASML
Asml Holding Nv

Technology
488
New
$852.84 - $1068.86 $416K - $522K
488 $499M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
1.25K
New
$377.31 - $399.95 $472K - $500K
1.25K $489M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
3.51K
New
$124.6 - $132.46 $437K - $464K
3.51K $446M
CRM
Salesforce, Inc.

Technology
1.61K
New
$218.01 - $304.74 $351K - $491K
1.61K $414M
TSLA
Tesla, Inc.

Consumer Cyclical
1.98K
New
$142.05 - $197.88 $281K - $391K
1.98K $391M
XLU
Utilities Sector Spdr

ETFs
5.68K
New
$62.77 - $72.87 $357K - $414K
5.68K $387M
V
Visa Inc.

Financial Services
1.42K
New
$262.47 - $281.5 $372K - $399K
1.42K $372M
VZ
Verizon Communications Inc

Communication Services
8.94K
New
$38.6 - $42.84 $345K - $383K
8.94K $369M
SRLN
Ssga Active Trust

ETFs
8.47K
New
$41.68 - $42.09 $353K - $356K
8.47K $354M
Dimensional ETF Trust
12K
New
N/A
12K $348M
XLE
Energy Sector Spdr

ETFs
3.64K
New
$88.04 - $98.08 $320K - $357K
3.64K $332M
UBER
Uber Technologies, Inc

Technology
4.05K
New
$63.52 - $77.16 $257K - $312K
4.05K $294M
RDW
Redwire Corp

Industrials
36K
New
$3.41 - $7.17 $123K - $258K
36K $258M
XLK
Technology Sector Spdr

ETFs
1.14K
New
$192.53 - $231.41 $219K - $263K
1.14K $257M
OIH
Vaneck ETF Tr Oil Services ETF

ETFs
810
New
$295.3 - $349.35 $239K - $283K
810 $256M
CRWD
Crowd Strike Holdings, Inc.

Technology
614
New
$282.64 - $390.43 $174K - $240K
614 $235M
PM
Philip Morris International Inc.

Consumer Defensive
2.15K
New
$88.6 - $104.24 $190K - $224K
2.15K $218M
QQQE
Direxion Nasdaq 100 Equal Weig

ETFs
2.45K
New
$82.8 - $89.44 $203K - $219K
2.45K $217M
FCX
Freeport Mcmoran Inc

Basic Materials
4.23K
New
$47.26 - $54.86 $200K - $232K
4.23K $206M
WBA
Walgreens Boots Alliance, Inc.

Healthcare
10.4K
New
$12.1 - $19.54 $125K - $203K
10.4K $125M
UWMC
Uwm Holdings Corp

Financial Services
15.2K
New
$6.0 - $7.61 $91K - $115K
15.2K $105M
BCOV
Brightcove Inc

Technology
10K
New
$1.63 - $2.39 $16.3K - $23.9K
10K $23.7M
Activity Summary
Buys All Purchases 90 New Holdings 37 Increased Positions 53 Sells All Sells 46 Reductions 46 Sold out 0 Options Calls 0 Puts 1
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