4 J Wealth Management LLC Portfolio Holdings

4 J Wealth Management LLC

  • $105 Million
  • Q4 2024

4 J Wealth Management LLC has filed its 13F form on January 23, 2025 for Q4 2024 where it was disclosed a total value porftolio of $105 Million distributed in 84 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $20M, Ishares Core Dividend Growth E with a value of $10.5M, Berkshire Hathaway Inc Class B with a value of $6.28M, Nvidia Corp with a value of $5.69M, and Innovator Etfs Tr Laddered Fd with a value of $4.5M.

Examining the 13F form we can see an decrease of $8.34M in the current position value, from $114M to 105M.

Below you can find more details about 4 J Wealth Management LLC portfolio as well as his latest detailed transactions.

Portfolio value $105 Million
ETFs: $65.9 Million
Technology: $12.7 Million
Financial Services: $9.06 Million
Consumer Cyclical: $5.56 Million
Communication Services: $4.66 Million
Industrials: $3.08 Million
Energy: $1.62 Million
Healthcare: $1.24 Million
Other: $1.04 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$600B
$6.28 Million 5.96% of portfolio
13,845
Q4 2024 Reduced 3.4%
$367B
$5.69 Million 5.41% of portfolio
42,406
Q3 2024 Reduced 1.23%
$3.59T
$4.07 Million 3.87% of portfolio
16,266
Q4 2024 Reduced 1.39%
$2.4T
$2.74 Million 2.61% of portfolio
12,499
Q4 2024 Reduced 3.28%
$1.21T
$2.71 Million 2.57% of portfolio
14,215
Q4 2024 Reduced 7.78%
$3.33T
$1.89 Million 1.8% of portfolio
4,482
Q4 2024 Reduced 3.11%
$1.3T
$1.83 Million 1.74% of portfolio
4,535
Q4 2024 Reduced 0.77%
$76.9B
$1.79 Million 1.7% of portfolio
3,804
Q3 2022 New
$510B
$1.47 Million 1.4% of portfolio
2,799
Q4 2024 Reduced 3.35%
$459B
$1.39 Million 1.33% of portfolio
12,967
Q3 2024 Reduced 0.23%
$1.43T
$910,000 0.87% of portfolio
1,544
Q4 2024 Added 0.06%
$503B
$831,000 0.79% of portfolio
4,990
Q1 2024 Added 0.26%
$1.18T
$660,000 0.63% of portfolio
3,489
Q4 2024 Reduced 2.08%
$73.2B
$468,000 0.44% of portfolio
370
Q4 2024 Reduced 0.27%
$89.1B
$404,000 0.38% of portfolio
854
Q4 2024 Added 0.35%
$383B
$387,000 0.37% of portfolio
2,676
Q3 2024 Reduced 0.26%
$438B
$379,000 0.36% of portfolio
426
Q2 2024 Reduced 5.75%
$417B
$372,000 0.35% of portfolio
406
Q4 2024 Reduced 2.87%
$496B
$349,000 0.33% of portfolio
690
Q4 2024 Added 0.29%
$67.6B
$338,000 0.32% of portfolio
1,369
Q2 2024 Added 1.48%
$92.5B
$329,000 0.31% of portfolio
1,181
Q2 2024 Added 1.29%
$209B
$317,000 0.3% of portfolio
1,094
Q2 2024 Reduced 4.12%
$537B
$307,000 0.29% of portfolio
974
Q4 2024 Added 0.72%
$219B
$306,000 0.29% of portfolio
1,835
Q4 2024 Reduced 1.5%
$23.6B
$305,000 0.29% of portfolio
501
Q4 2023 New
$179B
$266,000 0.25% of portfolio
1,162
Q4 2024 Reduced 3.49%
$302B
$241,000 0.23% of portfolio
1,358
Q3 2023 New
$19.5B
$232,000 0.22% of portfolio
1,673
Q3 2024 New
$86.8B
$229,000 0.22% of portfolio
1,251
Q4 2024 Reduced 29.76%
$780B
$222,000 0.21% of portfolio
928
Q4 2024 Reduced 15.87%
$305B
$226,000 0.21% of portfolio
1,562
Q2 2024 Added 6.84%
$38.3B
$218,000 0.21% of portfolio
2,100
Q4 2023 New
$177B
$213,000 0.2% of portfolio
1,096
Q2 2024 New
$0
$204,000 0.19% of portfolio
4,553
Q4 2024 New
-
$0 0.0% of portfolio
-
Q4 2024 Added 5.89%

Summary

  • Portfolio
  • No. of Stocks 84
  • Current Value $105 Million
  • Prior Value $114 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 23, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 5 stocks
  • Additional Purchases 22 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 32 stocks
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