Lji Wealth Management, LLC Reduced Holdings in Q4 2024

Lji Wealth Management, LLC

  • $508 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DWAS
Invesco ETF Tr Ii Dwa Smallcap

ETFs
-39.7K
- 93.15%
$90.74 - $103.94 $3.6M - $4.13M
2.92K $267M
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
-58K
- 15.4%
$70.54 - $79.61 $4.09M - $4.62M
319K $24.2B
PDP
Invesco Exchange Traded Fd Tr

ETFs
-25.4K
- 27.45%
$102.88 - $117.55 $2.62M - $2.99M
67.2K $7.23B
IWM
Ishares Russell 2000 ETF

ETFs
-5.83K
- 5.72%
$216.13 - $242.4 $1.26M - $1.41M
96.1K $21.2B
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
-23.3K
- 33.55%
$47.58 - $48.56 $1.11M - $1.13M
46.1K $2.2B
JEPI
J P Morgan Exchange Traded Fd

ETFs
-13.4K
- 46.29%
$57.53 - $60.83 $769K - $813K
15.5K $892M
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
-6.24K
- 31.43%
$89.81 - $104.0 $561K - $649K
13.6K $1.23B
VTWG
Vanguard Russell 2000 Growth E

ETFs
-4.11K
- 6.65%
$202.91 - $229.76 $833K - $944K
57.6K $12.1B
TGT
Target Corp

Consumer Defensive
-3.24K
- 47.81%
$121.59 - $160.69 $393K - $520K
3.53K $477M
IWR
Ishares Russell Mid Cap ETF

ETFs
-6.8K
- 4.4%
$87.25 - $95.52 $593K - $650K
148K $13.1B
QQQ
Invesco Qqq Trust, Series 1

ETFs
-2.31K
- 7.87%
$481.22 - $538.17 $1.11M - $1.25M
27.1K $13.9B
HYG
Ishares Tr

ETFs
-5.81K
- 60.1%
$78.09 - $80.04 $454K - $465K
3.86K $304M
IEMG
Ishares Inc

ETFs
-4.78K
- 11.78%
N/A
35.8K $1.87B
PFF
Ishares Trust Ishares Pfd And

ETFs
-11.6K
- 56.27%
$31.23 - $33.51 $362K - $389K
9.02K $283M
DIS
Walt Disney CO

Communication Services
-4.82K
- 48.53%
$92.39 - $117.6 $445K - $566K
5.11K $569M
WYNN
Wynn Resorts LTD

Consumer Cyclical
-3K
- 37.74%
$84.3 - $106.41 $253K - $319K
4.95K $426M
IEFA
Ishares Tr

ETFs
-3.16K
- 31.57%
$70.06 - $77.43 $221K - $245K
6.85K $482M
VO
Vanguard Mid Cap ETF

ETFs
-1.11K
- 29.82%
$261.5 - $284.63 $289K - $315K
2.61K $688M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
-1.44K
- 55.38%
$198.04 - $221.51 $284K - $318K
1.16K $243M
VHT
Vanguard Health Care ETF

ETFs
-711
- 22.12%
$250.81 - $283.3 $178K - $201K
2.5K $635M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
-4K
- 1.17%
$50.73 - $51.08 $203K - $204K
337K $17.1B
IJS
Ishares S&P Smallcap 600 Value

ETFs
-2.39K
- 36.22%
$104.59 - $118.05 $250K - $282K
4.2K $456M
XOM
Exxon Mobil Corp

Energy
-688
- 4.54%
$105.51 - $125.37 $72.6K - $86.3K
14.5K $1.56B
AMD
Advanced Micro Devices Inc

Technology
-133
- 2.82%
$118.88 - $172.8 $15.8K - $23K
4.58K $553M
VIG
Vanguard Dividend Appreciation

ETFs
-1.04K
- 38.05%
N/A
1.7K $332M
IXUS
Ishares Tr

ETFs
-1.77K
- 13.57%
$65.95 - $72.56 $117K - $129K
11.3K $746M
FDRR
Fidelity Covington Tr Divid Et

ETFs
-3.74K
- 32.39%
$50.93 - $53.77 $190K - $201K
7.8K $401M
IVW
Ishares S&P 500 Growth ETF

ETFs
-2.01K
- 43.64%
$94.43 - $105.47 $189K - $211K
2.59K $263M
ENVX
Enovix Corp

Industrials
-26K
- 35.18%
$8.03 - $12.81 $209K - $333K
47.9K $521M
FBCG
Fidelity Covington Tr Blue Chi

ETFs
-4.67K
- 32.75%
$42.05 - $48.31 $197K - $226K
9.6K $444M
NVO
Novo Nordisk A S

Healthcare
-300
- 7.09%
$85.0 - $120.04 $25.5K - $36K
3.93K $338M
HBAN
Huntington Bancshares Inc

Financial Services
-15.1K
- 26.1%
$14.18 - $18.2 $214K - $275K
42.8K $696M
IWP
Ishares Russell Mid Cap Growth

ETFs
-1.45K
- 40.18%
$116.4 - $138.52 $168K - $200K
2.15K $273M
JNJ
Johnson & Johnson

Healthcare
-199
- 3.12%
$143.34 - $165.86 $28.5K - $33K
6.17K $893M
IWS
Ishares Russell Midcap Value E

ETFs
-935
- 19.89%
$128.08 - $140.32 $120K - $131K
3.77K $487M
XLU
Utilities Sector Spdr

ETFs
-1.01K
- 17.55%
$74.89 - $82.93 $75.3K - $83.3K
4.72K $357M
DFIV
Dimensional ETF Tr

ETFs
-290
- 0.83%
$34.86 - $37.97 $10.1K - $11K
34.6K $1.23B
KRE
Spdr S&P Regional Banking ETF

ETFs
-2.42K
- 14.47%
$54.6 - $68.9 $132K - $167K
14.3K $863M
PFE
Pfizer Inc

Healthcare
-2.12K
- 19.49%
$24.8 - $30.19 $52.6K - $64K
8.76K $232M
SLB
Schlumberger Limited

Energy
-994
- 8.6%
$36.83 - $45.59 $36.6K - $45.3K
10.6K $405M
VZ
Verizon Communications Inc

Communication Services
-887
- 9.95%
$39.6 - $45.21 $35.1K - $40.1K
8.03K $321M
VBR
Vanguard Small Cap Value ETF

ETFs
-380
- 25.96%
$197.36 - $217.3 $75K - $82.6K
1.08K $215M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-138
- 6.85%
$442.29 - $483.08 $61K - $66.7K
1.88K $851M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
-418
- 8.15%
$79.93 - $88.06 $33.4K - $36.8K
4.71K $377M
ABBV
Abb Vie Inc.

Healthcare
-166
- 7.48%
$164.99 - $203.87 $27.4K - $33.8K
2.05K $365M
INTC
Intel Corp

Technology
-1.3K
- 10.43%
$19.07 - $26.23 $24.8K - $34.1K
11.2K $224M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
-553
- 16.5%
$170.03 - $192.78 $94K - $107K
2.8K $517M
EEM
Ishares Msci Emerging Markets

ETFs
-467
- 4.33%
$41.82 - $47.36 $19.5K - $22.1K
10.3K $432M
SBUX
Starbucks Corp

Consumer Cyclical
-404
- 10.98%
$87.44 - $102.5 $35.3K - $41.4K
3.27K $299M
Activity Summary
Buys All Purchases 60 New Holdings 9 Increased Positions 51 Sells All Sells 93 Reductions 93 Sold out 0 Options Calls 1 Puts 0
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