Lji Wealth Management, LLC Reduced Holdings in Q2 2024

Lji Wealth Management, LLC

  • $452 Billion
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
SUB
Ishares Short Term National Mu

ETFs
-32.2K
- 57.6%
$104.04 - $104.8 $3.35M - $3.37M
23.7K $2.48B
DIS
Walt Disney CO

Communication Services
-6.91K
- 35.93%
$99.29 - $122.82 $686K - $849K
12.3K $1.22B
INTC
Intel Corp

Technology
-8.29K
- 41.19%
$29.85 - $44.52 $248K - $369K
11.8K $367M
NET
Cloudflare, Inc.

Technology
-2.65K
- 26.9%
$67.43 - $97.0 $179K - $257K
7.2K $596M
TGT
Target Corp

Consumer Defensive
-500
- 6.36%
$141.16 - $177.82 $70.6K - $88.9K
7.36K $1.09B
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
-5.2K
- 6.85%
$46.84 - $47.46 $244K - $247K
70.7K $3.35B
SLB
Schlumberger Limited

Energy
-150
- 1.25%
$43.0 - $55.22 $6.45K - $8.28K
11.9K $560M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-943
- 15.84%
$95.11 - $97.92 $89.7K - $92.3K
5.01K $487M
AMD
Advanced Micro Devices Inc

Technology
-37
- 0.88%
$144.27 - $183.34 $5.34K - $6.78K
4.16K $674M
MSOS
Advisorshares Tr Pure Us Canna

ETFs
-400
- 1.42%
$6.99 - $11.26 $2.8K - $4.5K
27.8K $204M
SBUX
Starbucks Corp

Consumer Cyclical
-245
- 6.09%
$72.5 - $91.53 $17.8K - $22.4K
3.78K $294M
HBAN
Huntington Bancshares Inc

Financial Services
-45
- 0.07%
$12.34 - $14.26 $555 - $642
63K $831M
VB
Vanguard Small Cap ETF

ETFs
-100
- 5.22%
$210.76 - $226.94 $21.1K - $22.7K
1.82K $396M
Ea Series Trust
-696
- 2.31%
N/A
29.4K $599M
PG
Procter & Gamble CO

Consumer Defensive
-229
- 11.13%
$155.33 - $168.56 $35.6K - $38.6K
1.83K $301M
IEFA
Ishares Tr

ETFs
-182
- 1.79%
$70.77 - $76.19 $12.9K - $13.9K
10K $727M
XOM
Exxon Mobil Corp

Energy
-92
- 0.6%
$108.36 - $122.2 $9.97K - $11.2K
15.1K $1.74B
ABT
Abbott Laboratories

Healthcare
-26
- 1.02%
$100.73 - $112.44 $2.62K - $2.92K
2.53K $263M
HYG
Ishares Tr

ETFs
-250
- 2.43%
$75.68 - $77.45 $18.9K - $19.4K
10K $774M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-233
- 5.29%
$56.43 - $60.79 $13.1K - $14.2K
4.17K $244M
ABBV
Abb Vie Inc.

Healthcare
-5
- 0.23%
$154.79 - $180.76 $774 - $904
2.13K $365M
CVX
Chevron Corp

Energy
-100
- 2.17%
$152.57 - $166.33 $15.3K - $16.6K
4.52K $707M
PFE
Pfizer Inc

Healthcare
-835
- 6.68%
$25.26 - $29.6 $21.1K - $24.7K
11.7K $326M
PFF
Ishares Trust Ishares Pfd And

ETFs
-117
- 0.61%
$30.65 - $32.13 $3.59K - $3.76K
19.1K $604M
FUBO
Fubo Tv Inc.

Communication Services
-7.15K
- 38.53%
$1.12 - $1.61 $8.01K - $11.5K
11.4K $14.1M
SGMO
Sangamo Therapeutics, Inc

Healthcare
-4.1K
- 10.18%
$0.36 - $0.65 $1.48K - $2.67K
36.2K $13M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-183
- 5.29%
$75.81 - $76.76 $13.9K - $14K
3.28K $251M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-121
- 4.53%
$455.1 - $504.28 $55.1K - $61K
2.55K $1.28B
XERS
Xeris Biopharma Holdings, Inc.

Healthcare
-3.4K
- 6.61%
$1.7 - $2.45 $5.78K - $8.33K
48.1K $108M
WFC
Wells Fargo & Company

Financial Services
-694
- 2.76%
$56.41 - $62.34 $39.1K - $43.3K
24.5K $1.45B
FDX
Fedex Corp

Industrials
-50
- 4.63%
$245.11 - $299.84 $12.3K - $15K
1.03K $309M
ASXC
Asensus Surgical, Inc.

Healthcare
-3K
- 23.08%
$0.21 - $0.33 $630 - $990
10K $3.33M
FDRR
Fidelity Covington Tr Divid Et

ETFs
-157
- 1.34%
$44.21 - $49.15 $6.94K - $7.72K
11.5K $557M
SRE
Sempra Energy

Utilities
-18
- 0.47%
$66.41 - $78.4 $1.2K - $1.41K
3.8K $289M
IEMG
Ishares Inc

ETFs
-1.14K
- 2.69%
$50.02 - $54.95 $56.8K - $62.4K
41K $2.19B
AMAT
Applied Materials Inc

Technology
-18
- 1.69%
$189.46 - $247.83 $3.41K - $4.46K
1.05K $247M
JPM
Jpmorgan Chase & CO

Financial Services
-106
- 0.38%
$180.08 - $204.79 $19.1K - $21.7K
27.8K $5.63B
VUG
Vanguard Growth ETF

ETFs
-50
- 2.62%
$322.46 - $377.11 $16.1K - $18.9K
1.86K $695M
BAC
Bank Of America Corp

Financial Services
-1.49K
- 2.66%
$34.68 - $40.02 $51.8K - $59.7K
54.6K $2.17B
HEI
Heico Corp

Industrials
-100
- 4.55%
$187.69 - $228.95 $18.8K - $22.9K
2.1K $470M
AMZN
Amazon Com Inc

Consumer Cyclical
-77
- 0.63%
$173.67 - $197.85 $13.4K - $15.2K
12.1K $2.33B
GOOGL
Alphabet Inc.

Communication Services
-7
- 0.11%
$150.53 - $185.41 $1.05K - $1.3K
6.3K $1.15B
ENVX
Enovix Corp

Industrials
-16.3K
- 18.38%
$5.84 - $16.26 $95.2K - $265K
72.4K $1.12B
QQQ
Invesco Qqq Trust, Series 1

ETFs
-78
- 0.28%
$414.65 - $485.21 $32.3K - $37.8K
28.1K $13.4B
AAPL
Apple Inc.

Technology
-2.18K
- 3.15%
$165.0 - $216.67 $360K - $472K
67.1K $14.1B
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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