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Size ($ in 1000's)
At 03/31/2024: $251,330
At 12/31/2023: $230,051
WJ Wealth Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from WJ Wealth Management LLC 13F filings.
Link to 13F filings: SEC filings
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As of 03/31/2024, below is a summary of the WJ Wealth Management LLC top holdings by largest position size, as per the latest 13f filing made by WJ Wealth Management LLC.
In the WJ Wealth Management LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by WJ Wealth Management LLC in that top holding, then the share count change between reporting periods, and finally the WJ Wealth Management LLC top holding position size
for that row.
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size
($ in 1000's) |
|---|
| ISHARES TR (QUAL) |
139,837 |
+2,653 |
$22,982 | | QUAL | 139,837 | +2,653 | $22,982 | | CAPITAL GROUP DIVIDEND VALUE |
574,289 |
+15,757 |
$18,664 | | CGDV | 574,289 | +15,757 | $18,664 | | INVESCO QQQ TR |
35,137 |
-891 |
$15,602 | | QQQ | 35,137 | -891 | $15,602 | | ISHARES TR (TFLO) |
284,606 |
-121,109 |
$14,427 | | TFLO | 284,606 | -121,109 | $14,427 | | ISHARES TR (IWY) |
64,599 |
-52 |
$12,603 | | IWY | 64,599 | -52 | $12,603 | | INVESCO EXCH TRADED FD TR II (QQQM) |
63,544 |
-120 |
$11,609 | | QQQM | 63,544 | -120 | $11,609 | | ISHARES TR (OEF) |
46,112 |
-5,472 |
$11,408 | | OEF | 46,112 | -5,472 | $11,408 | | NVIDIA CORPORATION |
12,204 |
+484 |
$11,027 | | NVDA | 12,204 | +484 | $11,027 | | ISHARES TR (IBDR) |
416,352 |
+88,446 |
$9,930 | | IBDR | 416,352 | +88,446 | $9,930 | | HARBOR ETF TRUST (WINN) |
400,023 |
+144,034 |
$9,389 | | WINN | 400,023 | +144,034 | $9,389 | | ISHARES TR (IBDS) |
372,622 |
+243,659 |
$8,868 | | IBDS | 372,622 | +243,659 | $8,868 | | ISHARES TR (SHY) |
104,447 |
-21,066 |
$8,542 | | SHY | 104,447 | -21,066 | $8,542 | | SPDR SER TR (SPYG) |
81,577 |
+30,779 |
$5,967 | | SPYG | 81,577 | +30,779 | $5,967 | | MICROSOFT CORP |
12,902 |
+772 |
$5,428 | | MSFT | 12,902 | +772 | $5,428 | | ISHARES TR (IUSV) |
55,875 |
-2,035 |
$5,053 | | IUSV | 55,875 | -2,035 | $5,053 | | INVESCO EXCH TRD SLF IDX FD |
242,725 |
+242,725 |
$4,871 | | BSCS | 242,725 | +242,725 | $4,871 | | SPDR SER TR (FLRN) |
150,786 |
-3,910 |
$4,649 | | FLRN | 150,786 | -3,910 | $4,649 | | ISHARES TR (IVV) |
7,714 |
-48 |
$4,056 | | IVV | 7,714 | -48 | $4,056 | | ALPHABET INC |
26,398 |
+742 |
$4,019 | | GOOG | 26,398 | +742 | $4,019 | | AMAZON COM INC |
20,002 |
+534 |
$3,608 | | AMZN | 20,002 | +534 | $3,608 | | INVESCO ACTIVELY MANAGED ETF (VRIG) |
139,623 |
-8,269 |
$3,503 | | VRIG | 139,623 | -8,269 | $3,503 | | ISHARES TR (IUSB) |
73,245 |
+73,245 |
$3,339 | | IUSB | 73,245 | +73,245 | $3,339 | | INVESCO EXCH TRADED FD TR II (XSHQ) |
68,734 |
-41,408 |
$2,830 | | XSHQ | 68,734 | -41,408 | $2,830 | | J P MORGAN EXCHANGE TRADED F (JMEE) |
47,612 |
+47,612 |
$2,787 | | JMEE | 47,612 | +47,612 | $2,787 | | SPDR SER TR (SPYV) |
51,038 |
-140 |
$2,557 | | SPYV | 51,038 | -140 | $2,557 | | APPLE INC |
14,480 |
+536 |
$2,483 | | AAPL | 14,480 | +536 | $2,483 | | ELI LILLY & CO |
3,150 |
+906 |
$2,451 | | LLY | 3,150 | +906 | $2,451 | | TIDAL TR II |
61,657 |
+47,898 |
$2,194 | | CHAT | 61,657 | +47,898 | $2,194 | | SPDR S&P 500 ETF TR (SPY) |
3,739 |
+328 |
$1,955 | | SPY | 3,739 | +328 | $1,955 | | ISHARES TR (SUB) |
18,544 |
-500 |
$1,942 | | SUB | 18,544 | -500 | $1,942 | | SELECT SECTOR SPDR TR (XLI) |
14,130 |
-13,625 |
$1,780 | | XLI | 14,130 | -13,625 | $1,780 | | ISHARES TR (IBMO) |
70,092 |
+2,055 |
$1,777 | | IBMO | 70,092 | +2,055 | $1,777 | | ISHARES TR (SHV) |
16,032 |
-37,085 |
$1,772 | | SHV | 16,032 | -37,085 | $1,772 | | ISHARES TR (IGSB) |
33,204 |
-6,140 |
$1,703 | | IGSB | 33,204 | -6,140 | $1,703 | | ISHARES TR (ITOT) |
13,479 |
-206 |
$1,554 | | ITOT | 13,479 | -206 | $1,554 | | SELECT SECTOR SPDR TR (XLE) |
16,113 |
-800 |
$1,521 | | XLE | 16,113 | -800 | $1,521 | | J P MORGAN EXCHANGE TRADED F (JQUA) |
28,244 |
-71,142 |
$1,493 | | JQUA | 28,244 | -71,142 | $1,493 | | ISHARES U S ETF TR (NEAR) |
27,950 |
-1,300 |
$1,410 | | NEAR | 27,950 | -1,300 | $1,410 | | NOVO NORDISK A S |
10,918 |
+4,364 |
$1,402 | | NVO | 10,918 | +4,364 | $1,402 | | SPDR SER TR (BILS) |
13,610 |
-9,661 |
$1,353 | | BILS | 13,610 | -9,661 | $1,353 | | CADENCE DESIGN SYSTEM INC |
4,110 |
-166 |
$1,279 | | CDNS | 4,110 | -166 | $1,279 | | NETFLIX INC |
1,786 |
+36 |
$1,085 | | NFLX | 1,786 | +36 | $1,085 | | SPDR SER TR (SPTS) |
36,316 |
-7,400 |
$1,050 | | SPTS | 36,316 | -7,400 | $1,050 | | META PLATFORMS INC |
1,702 |
+406 |
$826 | | META | 1,702 | +406 | $826 | | GENERAL MLS INC |
11,400 |
UNCH |
$798 | | GIS | 11,400 | UNCH | $798 | | INVESCO EXCHANGE TRADED FD T (SPHQ) |
13,156 |
+50 |
$795 | | SPHQ | 13,156 | +50 | $795 | | ISHARES TR (IGV) |
9,250 |
+7,400 |
$789 | | IGV | 9,250 | +7,400 | $789 | | ISHARES TR (IRBO) |
19,646 |
-4,570 |
$675 | | IRBO | 19,646 | -4,570 | $675 | | ROCKWELL AUTOMATION INC |
2,080 |
UNCH |
$606 | | ROK | 2,080 | UNCH | $606 | | ISHARES TR (SUSA) |
5,400 |
UNCH |
$590 | | SUSA | 5,400 | UNCH | $590 |
See Full List: All Stocks Held By WJ Wealth Management LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By WJ Wealth Management LLC
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