Lji Wealth Management, LLC Purchases in Q2 2024

Lji Wealth Management, LLC

  • $452 Billion
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
VTWG
Vanguard Russell 2000 Growth E

ETFs
59.5K
New
$178.44 - $195.65 $10.6M - $11.6M
59.5K $11.4B
ITOT
Ishares Core S&P Total U.S. St

ETFs
49.7K
+ 5.88%
$108.78 - $119.23 $5.41M - $5.93M
895K $106B
VTWO
Vanguard Russell 2000 ETF

ETFs
59.5K
New
$77.95 - $84.63 $4.63M - $5.03M
59.5K $4.87B
SPY
Spdr S&P 500 ETF Trust

ETFs
8.81K
New
$495.16 - $548.49 $4.36M - $4.83M
8.81K $4.79B
IWM
Ishares Russell 2000 ETF

ETFs
22.1K
+ 29.19%
$192.84 - $209.44 $4.25M - $4.62M
97.6K $19.8B
NVDA
Nvidia Corp

Technology
30.9K
New
$118.11 - $1224.4 $3.65M - $37.8M
30.9K $3.81B
SLQD
Ishares 0 5 Year Investment Gr

ETFs
66.3K
+ 8.58%
$48.75 - $49.28 $3.23M - $3.27M
840K $41.4B
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
9.04K
+ 2.52%
$60.18 - $70.42 $544K - $636K
367K $25.7B
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
51.7K
New
$46.84 - $47.32 $2.42M - $2.44M
51.7K $2.44B
VGIT
Vanguard Intermediate Term Tre

ETFs
38.4K
+ 604.15%
$57.14 - $58.53 $2.19M - $2.25M
44.8K $2.61B
VGSH
Vanguard

ETFs
28.7K
New
$57.55 - $58.0 $1.65M - $1.66M
28.7K $1.66B
VKTX
Viking Therapeutics, Inc.

Healthcare
30.2K
New
$47.39 - $80.2 $1.43M - $2.42M
30.2K $1.6B
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
21.4K
New
$60.69 - $66.83 $1.3M - $1.43M
21.4K $1.42B
XLF
Financial Sector Spdr

ETFs
34.5K
New
$39.59 - $42.49 $1.37M - $1.47M
34.5K $1.42B
LLY
Eli Lilly & CO

Healthcare
242
+ 3.71%
$724.87 - $909.04 $175K - $220K
6.76K $6.12B
PLTR
Palantir Technologies Inc.

Technology
40.8K
New
$20.47 - $25.82 $835K - $1.05M
40.8K $1.03B
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
18.7K
+ 6.04%
$50.82 - $51.15 $952K - $958K
329K $16.8B
VHT
Vanguard Health Care ETF

ETFs
3.22K
New
$252.83 - $269.37 $813K - $866K
3.22K $855M
KRE
Spdr S&P Regional Banking ETF

ETFs
17.3K
New
$45.75 - $51.19 $792K - $886K
17.3K $850M
VTI
Vanguard Total Stock Market Et

ETFs
1.74K
+ 3.65%
$245.23 - $269.4 $427K - $469K
49.4K $13.2B
YYY
Amplify ETF Tr High Income ETF

ETFs
72.3K
+ 7.66%
$11.51 - $12.14 $832K - $878K
1.02M $12.2B
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
2.36K
New
$199.21 - $276.76 $471K - $654K
2.36K $616M
RF
Regions Financial Corp

Financial Services
29.4K
New
$18.19 - $20.69 $535K - $608K
29.4K $589M
ASML
Asml Holding Nv

Technology
488
New
$852.84 - $1068.86 $416K - $522K
488 $499M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
1.25K
New
$377.31 - $399.95 $472K - $500K
1.25K $489M
ORCL
Oracle Corp

Technology
3.25K
+ 201.74%
$113.75 - $144.64 $369K - $470K
4.86K $686M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
3.51K
New
$124.6 - $132.46 $437K - $464K
3.51K $446M
CRM
Salesforce, Inc.

Technology
1.61K
New
$218.01 - $304.74 $351K - $491K
1.61K $414M
TSLA
Tesla, Inc.

Consumer Cyclical
1.98K
New
$142.05 - $197.88 $281K - $391K
1.98K $391M
XLU
Utilities Sector Spdr

ETFs
5.68K
New
$62.77 - $72.87 $357K - $414K
5.68K $387M
V
Visa Inc.

Financial Services
1.42K
New
$262.47 - $281.5 $372K - $399K
1.42K $372M
VZ
Verizon Communications Inc

Communication Services
8.94K
New
$38.6 - $42.84 $345K - $383K
8.94K $369M
SRLN
Ssga Active Trust

ETFs
8.47K
New
$41.68 - $42.09 $353K - $356K
8.47K $354M
Dimensional ETF Trust
12K
New
N/A
12K $348M
XLE
Energy Sector Spdr

ETFs
3.64K
New
$88.04 - $98.08 $320K - $357K
3.64K $332M
UBER
Uber Technologies, Inc

Technology
4.05K
New
$63.52 - $77.16 $257K - $312K
4.05K $294M
RDW
Redwire Corp

Industrials
36K
New
$3.41 - $7.17 $123K - $258K
36K $258M
XLK
Technology Sector Spdr

ETFs
1.14K
New
$192.53 - $231.41 $219K - $263K
1.14K $257M
MSFT
Microsoft Corp

Technology
49
+ 0.55%
$389.33 - $452.85 $19.1K - $22.2K
8.99K $4.02B
OIH
Vaneck ETF Tr Oil Services ETF

ETFs
810
New
$295.3 - $349.35 $239K - $283K
810 $256M
DFSV
Dimensional ETF Tr Dimensional

ETFs
11.7K
+ 17.54%
$27.81 - $30.13 $325K - $352K
78.4K $2.26B
CRWD
Crowd Strike Holdings, Inc.

Technology
614
New
$282.64 - $390.43 $174K - $240K
614 $235M
PM
Philip Morris International Inc.

Consumer Defensive
2.15K
New
$88.6 - $104.24 $190K - $224K
2.15K $218M
QQQE
Direxion Nasdaq 100 Equal Weig

ETFs
2.45K
New
$82.8 - $89.44 $203K - $219K
2.45K $217M
FCX
Freeport Mcmoran Inc

Basic Materials
4.23K
New
$47.26 - $54.86 $200K - $232K
4.23K $206M
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
3.8K
+ 72.37%
$47.4 - $48.0 $180K - $182K
9.04K $432M
JEPI
J P Morgan Exchange Traded Fd

ETFs
2.84K
+ 10.0%
$55.45 - $57.39 $158K - $163K
31.3K $1.77B
WBA
Walgreens Boots Alliance, Inc.

Healthcare
10.4K
New
$12.1 - $19.54 $125K - $203K
10.4K $125M
BA
Boeing CO

Industrials
1.11K
+ 15.34%
$164.33 - $191.42 $182K - $212K
8.35K $1.52B
Activity Summary
Buys All Purchases 90 New Holdings 37 Increased Positions 53 Sells All Sells 46 Reductions 46 Sold out 0 Options Calls 0 Puts 1
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