Wj Wealth Management, LLC Reduced Holdings in Q4 2024

Wj Wealth Management, LLC

  • $267 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
LLY
Eli Lilly & CO

Healthcare
-4.66K
- 81.03%
$727.2 - $932.06 $3.39M - $4.35M
1.09K $843K
NFLT
Etfis Ser Tr I Virtus Newfleet

ETFs
-156K
- 50.27%
$22.43 - $23.09 $3.5M - $3.6M
154K $3.46M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
-19.3K
- 34.27%
$91.94 - $100.02 $1.77M - $1.93M
37K $3.43M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
-10.2K
- 19.68%
$198.04 - $221.51 $2.03M - $2.27M
41.8K $8.79M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-3.7K
- 12.69%
$481.22 - $538.17 $1.78M - $1.99M
25.4K $13M
MSFT
Microsoft Corp

Technology
-1.21K
- 8.69%
$406.35 - $454.46 $493K - $552K
12.8K $5.37M
IBDS
Ishares Tr Ibonds Dec 2027 Ter

ETFs
-7.02K
- 1.39%
$23.88 - $24.32 $168K - $171K
499K $12M
AMD
Advanced Micro Devices Inc

Technology
-1.68K
- 45.09%
$118.88 - $172.8 $200K - $290K
2.05K $247K
SUB
Ishares Short Term National Mu

ETFs
-2.3K
- 14.39%
$104.94 - $106.2 $241K - $244K
13.7K $1.44M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-96
- 0.07%
$176.42 - $186.91 $16.9K - $17.9K
134K $23.9M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-1.03K
- 2.22%
$51.09 - $55.27 $52.5K - $56.8K
45.2K $2.31M
XAR
Spdr S&P Aerospace & Defense E

ETFs
-900
- 12.86%
$153.8 - $176.52 $138K - $159K
6.1K $1.01M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
-300
- 6.13%
$238.25 - $261.28 $71.5K - $78.4K
4.59K $1.11M
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
-768
- 8.47%
$99.0 - $99.5 $76K - $76.4K
8.3K $823K
SPY
Spdr S&P 500 ETF Trust

ETFs
-162
- 8.27%
$567.81 - $607.81 $92K - $98.5K
1.8K $1.05M
WINN
Harbor ETF Tr Harbor Long Term

ETFs
-2.77K
- 0.36%
N/A
767K $19.5M
SPTS
Spdr Portfolio Short Term Trea

ETFs
-1.6K
- 17.98%
$28.88 - $29.33 $46.2K - $46.9K
7.3K $211K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
-632
- 6.14%
$65.67 - $69.79 $41.5K - $44.1K
9.66K $647K
NEAR
Blackrock Short Maturity Bond

ETFs
-600
- 2.98%
$50.28 - $51.08 $30.2K - $30.6K
19.6K $987K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-40
- 6.33%
$521.84 - $558.82 $20.9K - $22.4K
592 $318K
OEF
Ishares S&P 100 ETF

ETFs
-57
- 0.21%
N/A
26.5K $7.05M
Blackrock ETF Trust Ii
-70.9K
- 24.38%
N/A
220K $0
AAPL
Apple Inc.

Technology
-1.32K
- 6.93%
$221.69 - $259.02 $294K - $343K
17.8K $4.45M
NFLX
Netflix Inc

Communication Services
-260
- 19.55%
$687.65 - $936.56 $179K - $244K
1.07K $953K
SPYG
Spdr Portfolio

ETFs
-140
- 1.24%
$81.74 - $91.38 $11.4K - $12.8K
11.2K $980K
IVV
Ishares Core S&P 500 ETF

ETFs
-58
- 0.72%
$570.51 - $610.59 $33.1K - $35.4K
7.94K $4.68M
AIRR
First Tr Vi Rba Amern Indl Ren

ETFs
-2.12K
- 2.04%
$73.49 - $86.09 $156K - $183K
102K $7.83M
GOOG
Alphabet Inc.

Communication Services
-2.77K
- 9.78%
$163.08 - $198.16 $451K - $548K
25.5K $4.86M
AMZN
Amazon Com Inc

Consumer Cyclical
-2.89K
- 10.67%
$180.88 - $232.93 $522K - $673K
24.2K $5.31M
IWY
Ishares Tr Russell 200 Growth

ETFs
-475
- 0.69%
$216.72 - $244.71 $103K - $116K
68K $16M
Activity Summary
Buys All Purchases 23 New Holdings 10 Increased Positions 13 Sells All Sells 31 Reductions 31 Sold out 0 Options Calls 0 Puts 0
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