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
IVE
Ishares S&P 500 Value ETF

ETFs
-223
- 8.62%
$189.5 - $206.17 $42.3K - $46K
2.36K $451M
UWMC
Uwm Holdings Corp

Financial Services
-3.16K
- 20.84%
$5.65 - $8.33 $17.9K - $26.3K
12K $70.4M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
-2.84K
- 14.62%
$20.98 - $21.19 $59.6K - $60.2K
16.6K $349M
AMGN
Amgen Inc

Healthcare
-19
- 2.25%
$258.78 - $328.31 $4.92K - $6.24K
824 $215M
UNP
Union Pacific Corp

Industrials
-68
- 3.09%
$223.15 - $249.32 $15.2K - $17K
2.14K $487M
PGF
Invesco Exchange Traded Fd Tr

ETFs
-71
- 0.16%
$14.4 - $15.83 $1.02K - $1.12K
43.3K $631M
IWD
Ishares Russell 1000 Val ETF

ETFs
-210
- 10.19%
$183.23 - $199.79 $38.5K - $42K
1.85K $342M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
-584
- 1.96%
$40.38 - $44.35 $23.6K - $25.9K
29.2K $1.19B
SPG
Simon Property Group Inc

Real Estate
-302
- 14.04%
$167.23 - $183.84 $50.5K - $55.5K
1.85K $318M
MRK
Merck & Co., Inc.

Healthcare
-75
- 2.94%
$96.31 - $114.76 $7.22K - $8.61K
2.48K $247M
IWV
Ishares Russell 3000 ETF

ETFs
-122
- 16.74%
$323.08 - $349.08 $39.4K - $42.6K
607 $203M
PG
Procter & Gamble CO

Consumer Defensive
-109
- 4.48%
$161.05 - $179.7 $17.6K - $19.6K
2.32K $389M
ECL
Ecolab Inc.

Basic Materials
-30
- 3.21%
$234.32 - $261.43 $7.03K - $7.84K
906 $212M
ABT
Abbott Laboratories

Healthcare
-213
- 8.68%
$111.93 - $119.39 $23.8K - $25.4K
2.24K $253M
FENY
Fidelity Covington Tr Msci Ene

ETFs
-665
- 4.39%
$23.14 - $26.91 $15.4K - $17.9K
14.5K $346M
RF
Regions Financial Corp

Financial Services
-950
- 3.23%
$22.45 - $27.47 $21.3K - $26.1K
28.4K $669M
Ea Series Trust
-47
- 0.16%
N/A
29K $627M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-51
- 0.51%
$126.68 - $134.74 $6.46K - $6.87K
10K $1.28B
FUBO
Fubo Tv Inc.

Communication Services
-7.41K
- 71.17%
$1.25 - $1.81 $9.26K - $13.4K
3K $3.78M
MO
Altria Group, Inc.

Consumer Defensive
-325
- 6.09%
$49.06 - $57.74 $15.9K - $18.8K
5.01K $262M
XLE
Energy Sector Spdr

ETFs
-2
- 0.06%
$83.32 - $97.27 $167 - $195
3.54K $303M
FDX
Fedex Corp

Industrials
-25
- 2.43%
$260.5 - $305.15 $6.51K - $7.63K
1.01K $283M
SGMO
Sangamo Therapeutics, Inc

Healthcare
-1.8K
- 6.91%
$0.78 - $2.87 $1.4K - $5.17K
24.3K $24.7M
XERS
Xeris Biopharma Holdings, Inc.

Healthcare
-5.7K
- 11.86%
$2.78 - $3.73 $15.8K - $21.3K
42.4K $144M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-415
- 0.46%
$33.92 - $36.6 $14.1K - $15.2K
89.2K $3.09B
WMT
Walmart Inc.

Consumer Defensive
-363
- 5.12%
$79.1 - $95.7 $28.7K - $34.7K
6.73K $608M
XLF
Financial Sector Spdr

ETFs
-1.28K
- 3.69%
$44.89 - $51.34 $57.2K - $65.5K
33.3K $1.61B
CRWD
Crowd Strike Holdings, Inc.

Technology
-40
- 4.19%
$275.15 - $388.2 $11K - $15.5K
914 $313M
SPY
Spdr S&P 500 ETF Trust

ETFs
-81
- 0.9%
$567.81 - $607.81 $46K - $49.2K
8.89K $5.21B
GOOGL
Alphabet Inc.

Communication Services
-538
- 7.06%
$161.86 - $196.66 $87.1K - $106K
7.08K $1.34B
KOD
Kodiak Sciences Inc.

Healthcare
-4K
- 23.39%
$2.6 - $10.9 $10.4K - $43.6K
13.1K $130M
BA
Boeing CO

Industrials
-874
- 8.88%
$138.14 - $180.72 $121K - $158K
8.97K $1.59B
BAC
Bank Of America Corp

Financial Services
-2.44K
- 4.41%
$39.22 - $47.77 $95.5K - $116K
52.8K $2.32B
NET
Cloudflare, Inc.

Technology
-100
- 1.39%
$78.11 - $117.56 $7.81K - $11.8K
7.1K $765M
AVGO
Broadcom Inc.

Technology
-45
- 1.13%
$159.67 - $250.0 $7.19K - $11.3K
3.93K $910M
WFC
Wells Fargo & Company

Financial Services
-1.18K
- 5.27%
$54.98 - $77.35 $65.1K - $91.6K
21.3K $1.5B
AMZN
Amazon Com Inc

Consumer Cyclical
-1.06K
- 7.54%
$180.88 - $232.93 $191K - $246K
12.9K $2.84B
RDW
Redwire Corp

Industrials
-2.4K
- 7.16%
$6.41 - $17.65 $15.4K - $42.4K
31.1K $512M
NVDA
Nvidia Corp

Technology
-97
- 0.3%
$117.0 - $148.88 $11.3K - $14.4K
32.5K $4.36B
JPM
Jpmorgan Chase & CO

Financial Services
-697
- 2.46%
$205.18 - $250.29 $143K - $174K
27.6K $6.62B
AAPL
Apple Inc.

Technology
-764
- 1.14%
$221.69 - $259.02 $169K - $198K
66.5K $16.6B
PLTR
Palantir Technologies Inc.

Technology
-2.03K
- 4.85%
$36.46 - $82.38 $73.9K - $167K
39.8K $3.01B
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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