Lji Wealth Management, LLC Portfolio Holdings

Lji Wealth Management, LLC

  • $508 Billion
  • Q4 2024

Lji Wealth Management, LLC has filed its 13F form on January 28, 2025 for Q4 2024 where it was disclosed a total value porftolio of $508 Billion distributed in 181 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 $53.4B, Vanguard Total Stock Market Et with a value of $33.8B, Fidelity Nasdaq Composite Inde with a value of $24.2B, and Ishares Russell 2000 ETF with a value of $21.2B.

Examining the 13F form we can see an increase of $18.4B in the current position value, from $489B to 508B.

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 $508 Billion
ETFs: $420 Billion
Technology: $34.6 Billion
Financial Services: $14.4 Billion
Healthcare: $10.3 Billion
Communication Services: $6.81 Billion
Consumer Cyclical: $5.36 Billion
Industrials: $4.66 Billion
Consumer Defensive: $2.89 Billion
Other: $4.68 Billion

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$465M
$934 Million 0.18% of portfolio
185,000
Q4 2024 New
$1.38B
$512 Million 0.1% of portfolio
31,100
Q4 2024 Reduced 7.16%
$1.75B
$521 Million 0.1% of portfolio
47,900
Q4 2024 Reduced 35.18%
$751M
$313 Million 0.06% of portfolio
9,000
Q4 2023 New
$392M
$130 Million 0.03% of portfolio
13,100
Q4 2024 Reduced 23.39%
$472M
$144 Million 0.03% of portfolio
42,350
Q4 2024 Reduced 11.86%
$657M
$70.4 Million 0.01% of portfolio
12,000
Q4 2024 Reduced 20.84%
$684M
$3.78 Million 0.0% of portfolio
3,000
Q4 2024 Reduced 71.17%

Summary

  • Portfolio
  • No. of Stocks 181
  • Current Value $508 Billion
  • Prior Value $489 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 28, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 9 stocks
  • Additional Purchases 51 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 93 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