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
IXUS
Ishares Tr

ETFs
1.78K
+ 14.72%
$65.1 - $70.07 $116K - $125K
13.9K $938M
COST
Costco Wholesale Corp

Consumer Defensive
2
+ 0.21%
$704.88 - $870.75 $1.41K - $1.74K
962 $818M
IVOG
Vanguard S&P Mid Cap 400 Growt

ETFs
4.15K
+ 4.76%
$105.32 - $113.24 $437K - $469K
91.2K $10B
AVGO
Broadcom Inc.

Technology
7
+ 1.92%
$1204.71 - $1828.87 $8.43K - $12.8K
371 $596M
UWMC
Uwm Holdings Corp

Financial Services
15.2K
New
$6.0 - $7.61 $91K - $115K
15.2K $105M
AVUV
American Centy ETF Tr Avantis

ETFs
1.61K
+ 14.85%
$86.93 - $93.77 $140K - $151K
12.4K $1.12B
PDP
Invesco Exchange Traded Fd Tr

ETFs
1.8K
+ 1.99%
$90.96 - $99.77 $164K - $180K
92K $9.01B
META
Meta Platforms, Inc.

Communication Services
12
+ 0.27%
$430.17 - $527.34 $5.16K - $6.33K
4.49K $2.26B
FBCG
Fidelity Covington Tr Blue Chi

ETFs
895
+ 6.88%
$35.75 - $42.83 $32K - $38.3K
13.9K $590M
NVO
Novo Nordisk A S

Healthcare
150
+ 3.55%
$122.71 - $146.91 $18.4K - $22K
4.38K $625M
Dimensional ETF Trust
3.06K
+ 13.38%
N/A
26K $649M
WMT
Walmart Inc.

Consumer Defensive
4
+ 0.06%
$58.85 - $68.9 $235 - $276
6.74K $456M
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
2.12K
+ 16.31%
$27.14 - $29.24 $57.6K - $62.1K
15.1K $415M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
1.11K
+ 5.12%
$49.55 - $50.44 $55K - $56K
22.8K $1.14B
IVV
Ishares Core S&P 500 ETF

ETFs
2
+ 0.1%
$497.53 - $549.64 $995 - $1.1K
1.96K $1.07B
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
515
+ 0.57%
$30.09 - $32.37 $15.5K - $16.7K
90.3K $2.91B
IVW
Ishares S&P 500 Growth ETF

ETFs
2
+ 0.04%
$79.31 - $93.31 $159 - $187
4.59K $425M
BCOV
Brightcove Inc

Technology
10K
New
$1.63 - $2.39 $16.3K - $23.9K
10K $23.7M
DFIV
Dimensional ETF Tr

ETFs
1.35K
+ 4.2%
$35.5 - $38.02 $48.1K - $51.5K
33.6K $1.21B
DISV
Dimensional ETF Tr Dimensional

ETFs
975
+ 5.77%
$26.23 - $28.56 $25.6K - $27.8K
17.9K $480M
BND
Vanguard Bd Index Fd Inc Total

ETFs
311
+ 7.29%
$70.55 - $72.66 $21.9K - $22.6K
4.58K $330M
MO
Altria Group, Inc.

Consumer Defensive
100
+ 1.58%
$40.75 - $46.83 $4.08K - $4.68K
6.44K $293M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
38
+ 0.65%
$40.83 - $44.89 $1.55K - $1.71K
5.91K $259M
SNPE
Dbx ETF Tr Xtrackers S&P 500 E

ETFs
66
+ 1.54%
$45.18 - $50.64 $2.98K - $3.34K
4.35K $218M
IDEV
Ishares Core Msci Intl Develop

ETFs
644
+ 3.21%
$64.09 - $68.74 $41.3K - $44.3K
20.7K $1.36B
IWO
Ishares Russell 2000 Gwt ETF

ETFs
55
+ 5.09%
$245.29 - $268.7 $13.5K - $14.8K
1.14K $298M
DFAX
Dimensional ETF Tr
216
+ 0.94%
$24.57 - $26.36 $5.31K - $5.69K
23.1K $588M
VNQ
Vanguard Specialized Funds Van

ETFs
142
+ 5.51%
$78.61 - $85.97 $11.2K - $12.2K
2.72K $228M
DGRO
Ishares Core Dividend Growth E

ETFs
15
+ 0.41%
$55.23 - $58.55 $828 - $878
3.66K $211M
DFIC
Dimensional ETF Tr Dimensional

ETFs
5
+ 0.05%
$25.73 - $27.44 $129 - $137
9.17K $241M
IVE
Ishares S&P 500 Value ETF

ETFs
26
+ 1.02%
$176.58 - $186.7 $4.59K - $4.85K
2.59K $471M
PGF
Invesco Exchange Traded Fd Tr

ETFs
472
+ 1.31%
$14.43 - $15.3 $6.81K - $7.22K
36.5K $538M
VO
Vanguard Mid Cap ETF

ETFs
64
+ 1.72%
$234.99 - $248.98 $15K - $15.9K
3.79K $918M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1
+ 0.05%
$396.73 - $420.24 $397 - $420
1.93K $784M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
412
+ 1.4%
$38.53 - $40.76 $15.9K - $16.8K
29.8K $1.17B
IJS
Ishares S&P Smallcap 600 Value

ETFs
2
+ 0.03%
$94.12 - $102.13 $188 - $204
6.76K $657M
IWR
Ishares Russell Mid Cap ETF

ETFs
3.97K
+ 2.81%
$78.66 - $83.59 $312K - $332K
146K $11.8B
DWAS
Invesco ETF Tr Ii Dwa Smallcap

ETFs
1.6K
+ 3.85%
$81.58 - $89.73 $131K - $144K
43.2K $3.67B
DFAT
Dimensional ETF Tr U S Target

ETFs
168
+ 0.28%
$50.18 - $54.47 $8.43K - $9.15K
60.4K $3.13B
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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