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 Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$76.9B
$1.79 Million 1.7% of portfolio
3,804
Q3 2022 New
$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%
$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%
$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%
$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%
$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

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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