Sponsored
The Analysis of 4J Wealth Management LLC's Holdings & P&L
Currently, 4J Wealth Management LLC holds 111 types of securities in its portfolio with a total value $203.9M. In the most recent quarter, they have increased their positions in DYNF (+45.4K shares, valued at $3.1M), BLCR (+38.2K shares, valued at $1.9M), JEPI (+29.4K shares, valued at $1.7M); decreased their positions in TCAF (-64.8K shares, valued at $2.7M), TFLR (-9.2K shares, valued at $465.2K), N/A (-353 shares, valued at $264.4K); initiated new positions in BLCR (+38.2K shares, valued at $1.9M), IGF (+19.3K shares, valued at $1.3M), N/A (+29.2K shares, valued at $906.2K).
1M P&L
-45.9K-0.03%
3M P&L
+5.8M+3.59%
HY P&L
+13.8M+9.04%
P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.
Top Holding Treemap
Top Industries by Value
1N/A125.4M
74.5%
2Semiconductors7.1M
4.2%
3Insurance - Diversified6.6M
3.9%
Top Industries by Stock Count
1N/A61 stocks
64.9%
2Semiconductors4 stocks
4.3%
3Aerospace & Defense4 stocks
4.3%
Sponsored
Stock Holdings
TickerCompany NameSharesShares β³%Event DateReport DateHistory
Sponsored
Sponsored
Sponsored
Sponsored
T ROWE PRICE EXCHANGE-TRADED T ROWE PRICE EXCHANGE-TRADED29.2K sharesnew addition2026-06-302026-07-22
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
Sponsored
T ROWE PRICE EXCHANGE-TRADED T ROWE PRICE EXCHANGE-TRADED11.0K sharesnew addition2026-06-302026-07-22
Sponsored
Sponsored
Sponsored
ISHARES TR
-1.02%ISHARES TR
Shares34.3K
Event2026-06-30
Filed2026-07-22
TOUS
0.72%T ROWE PRICE EXCHANGE-TRADED
Shares491.1K
Event2026-06-30
Filed2026-07-22
DYNF
20.67%BLACKROCK ETF TRUST
Shares265.4K
Event2026-06-30
Filed2026-07-22
TTEQ
2.16%T ROWE PRICE EXCHANGE-TRADED
Shares237.2K
Event2026-06-30
Filed2026-07-22
TCAF
-23.96%T ROWE PRICE EXCHANGE-TRADED
Shares205.5K
Event2026-06-30
Filed2026-07-22
IEI
13.40%ISHARES TR
Shares65.5K
Event2026-06-30
Filed2026-07-22
TFLR
-6.53%T ROWE PRICE EXCHANGE-TRADED
Shares132.1K
Event2026-06-30
Filed2026-07-22
BRK.B
-1.45%BERKSHIRE HATHAWAY INC DEL
Shares13.2K
Event2026-06-30
Filed2026-07-22
NVDA
-0.21%NVIDIA CORPORATION
Shares28.9K
Event2026-06-30
Filed2026-07-22
IDYN
16.18%BLACKROCK ETF TRUST
Shares184.8K
Event2026-06-30
Filed2026-07-22
AAPL
-3.30%APPLE INC
Shares16.6K
Event2026-06-30
Filed2026-07-22
GOOG
-0.63%ALPHABET INC
Shares12.7K
Event2026-06-30
Filed2026-07-22
DGRO
35.20%ISHARES TR
Shares49.4K
Event2026-06-30
Filed2026-07-22
BINC
92.46%BLACKROCK ETF TRUST II
Shares62.8K
Event2026-06-30
Filed2026-07-22
TBUX
47.12%T ROWE PRICE EXCHANGE-TRADED
Shares64.3K
Event2026-06-30
Filed2026-07-22
TSPA
52.07%T ROWE PRICE EXCHANGE-TRADED
Shares65.2K
Event2026-06-30
Filed2026-07-22
AMZN
-3.18%AMAZON COM INC
Shares12.5K
Event2026-06-30
Filed2026-07-22
IBDU
5.94%ISHARES TR
Shares126.1K
Event2026-06-30
Filed2026-07-22
JEPI
191.30%J P MORGAN EXCHANGE TRADED F
Shares44.7K
Event2026-06-30
Filed2026-07-22
UNOV
-3.93%INNOVATOR ETFS TRUST
Shares54.6K
Event2026-06-30
Filed2026-07-22
ANET
0.64%ARISTA NETWORKS INC
Shares12.3K
Event2026-06-30
Filed2026-07-22
IAU
13.29%ISHARES GOLD TR
Shares26.2K
Event2026-06-30
Filed2026-07-22
NOC
1.52%NORTHROP GRUMMAN CORP
Shares3.9K
Event2026-06-30
Filed2026-07-22
BLCR
NewBLACKROCK ETF TRUST
Shares38.2K
Event2026-06-30
Filed2026-07-22
TSLA
0.00%TESLA INC
Shares4.4K
Event2026-06-30
Filed2026-07-22
MSFT
-3.06%MICROSOFT CORP
Shares4.8K
Event2026-06-30
Filed2026-07-22
EXXON MOBIL CORP
-0.23%EXXON MOBIL CORP
Shares12.3K
Event2026-06-30
Filed2026-07-22
SHY
-11.68%ISHARES TR
Shares19.5K
Event2026-06-30
Filed2026-07-22
IGF
NewISHARES TR
Shares19.3K
Event2026-06-30
Filed2026-07-22
GOOGL
1.56%ALPHABET INC
Shares3.6K
Event2026-06-30
Filed2026-07-22
MASTERCARD INCORPORATED
-10.06%MASTERCARD INCORPORATED
Shares2.2K
Event2026-06-30
Filed2026-07-22
IVW
-4.73%ISHARES TR
Shares8.1K
Event2026-06-30
Filed2026-07-22
QQQ
-1.01%INVESCO QQQ TR
Shares1.4K
Event2026-06-30
Filed2026-07-22
META PLATFORMS INC
1.70%META PLATFORMS INC
Shares1.7K
Event2026-06-30
Filed2026-07-22
STATE STR SPDR S&P 500 ETF T
0.00%STATE STR SPDR S&P 500 ETF T
Shares1.3K
Event2026-06-30
Filed2026-07-22
IBTH
17.52%ISHARES TR
Shares42.5K
Event2026-06-30
Filed2026-07-22
DBMF
317.26%LITMAN GREGORY FDS TR
Shares30.7K
Event2026-06-30
Filed2026-07-22
T ROWE PRICE EXCHANGE-TRADED
NewT ROWE PRICE EXCHANGE-TRADED
Shares29.2K
Event2026-06-30
Filed2026-07-22
TMSL
NewT ROWE PRICE EXCHANGE-TRADED
Shares19.5K
Event2026-06-30
Filed2026-07-22
MEAR
-1.78%ISHARES U S ETF TR
Shares16.9K
Event2026-06-30
Filed2026-07-22
IBDT
8.49%ISHARES TR
Shares33.5K
Event2026-06-30
Filed2026-07-22
HGER
142.93%HARBOR ETF TRUST
Shares28.6K
Event2026-06-30
Filed2026-07-22
VANGUARD INDEX FDS
1.56%VANGUARD INDEX FDS
Shares2.2K
Event2026-06-30
Filed2026-07-22
QFLR
-1.37%INNOVATOR ETFS TRUST
Shares21.6K
Event2026-06-30
Filed2026-07-22
AMD
-14.18%ADVANCED MICRO DEVICES INC
Shares1.3K
Event2026-06-30
Filed2026-07-22
MUB
-7.86%ISHARES TR
Shares7.1K
Event2026-06-30
Filed2026-07-22
BUFB
-9.17%INNOVATOR ETFS TRUST
Shares19.4K
Event2026-06-30
Filed2026-07-22
AEP
0.00%AMERICAN ELEC PWR CO INC
Shares5.5K
Event2026-06-30
Filed2026-07-22
GE
-2.44%GE AEROSPACE
Shares1.9K
Event2026-06-30
Filed2026-07-22
ORACLE CORP
-1.91%ORACLE CORP
Shares4.9K
Event2026-06-30
Filed2026-07-22
IGIB
-9.18%ISHARES TR
Shares12.9K
Event2026-06-30
Filed2026-07-22
GLD
0.00%SPDR GOLD TR
Shares1.8K
Event2026-06-30
Filed2026-07-22
SLQD
-4.05%ISHARES TR
Shares13.1K
Event2026-06-30
Filed2026-07-22
NEAR
23.80%ISHARES U S ETF TR
Shares12.9K
Event2026-06-30
Filed2026-07-22
IGM
0.00%ISHARES TR
Shares3.8K
Event2026-06-30
Filed2026-07-22
USMV
-5.43%ISHARES TR
Shares5.9K
Event2026-06-30
Filed2026-07-22
GEV
0.00%GE VERNOVA INC
Shares484
Event2026-06-30
Filed2026-07-22
QUAL
-22.47%ISHARES TR
Shares2.6K
Event2026-06-30
Filed2026-07-22
IVE
-3.90%ISHARES TR
Shares2.3K
Event2026-06-30
Filed2026-07-22
AGX
-3.28%ARGAN INC
Shares648
Event2026-06-30
Filed2026-07-22
BN
0.00%BROOKFIELD CORP
Shares12.0K
Event2026-06-30
Filed2026-07-22
MAR
0.00%MARRIOTT INTL INC NEW
Shares1.4K
Event2026-06-30
Filed2026-07-22
IBDW
0.00%ISHARES TR
Shares23.0K
Event2026-06-30
Filed2026-07-22
GSY
-1.00%INVESCO ACTIVELY MANAGED EXC
Shares9.4K
Event2026-06-30
Filed2026-07-22
JNJ
-0.81%JOHNSON & JOHNSON
Shares1.8K
Event2026-06-30
Filed2026-07-22
TDG
-5.04%TRANSDIGM GROUP INC
Shares339
Event2026-06-30
Filed2026-07-22
HLT
-2.20%HILTON WORLDWIDE HLDGS INC
Shares1.3K
Event2026-06-30
Filed2026-07-22
AXP
0.00%AMERICAN EXPRESS CO
Shares1.3K
Event2026-06-30
Filed2026-07-22
GRID
0.00%FIRST TR EXCHANGE-TRADED FD
Shares2.2K
Event2026-06-30
Filed2026-07-22
IXN
-11.43%ISHARES TR
Shares2.7K
Event2026-06-30
Filed2026-07-22
COSTCO WHOLESALE CORPORATION
1.49%COSTCO WHOLESALE CORPORATION
Shares408
Event2026-06-30
Filed2026-07-22
MTUM
0.00%ISHARES TR
Shares1.1K
Event2026-06-30
Filed2026-07-22
JPMORGAN CHASE & CO
-1.23%JPMORGAN CHASE & CO
Shares1.1K
Event2026-06-30
Filed2026-07-22
VISA INC
0.00%VISA INC
Shares1.1K
Event2026-06-30
Filed2026-07-22
MU
NewMICRON TECHNOLOGY INC
Shares309
Event2026-06-30
Filed2026-07-22
ABBVIE INC
-1.15%ABBVIE INC
Shares1.4K
Event2026-06-30
Filed2026-07-22
IBDV
0.00%ISHARES TR
Shares15.9K
Event2026-06-30
Filed2026-07-22
MCO
-3.48%MOODYS CORP
Shares749
Event2026-06-30
Filed2026-07-22
IBIT
0.00%ISHARES BITCOIN TRUST ETF
Shares10.0K
Event2026-06-30
Filed2026-07-22
RSP
-43.41%INVESCO EXCHANGE TRADED FD T
Shares1.5K
Event2026-06-30
Filed2026-07-22
BJUL
0.00%INNOVATOR ETFS TRUST
Shares5.8K
Event2026-06-30
Filed2026-07-22
NETFLIX INC.
0.00%NETFLIX INC.
Shares4.1K
Event2026-06-30
Filed2026-07-22
IJH
-13.55%ISHARES TR
Shares3.8K
Event2026-06-30
Filed2026-07-22
UAUG
0.00%INNOVATOR ETFS TRUST
Shares6.8K
Event2026-06-30
Filed2026-07-22
VLUE
0.00%ISHARES TR
Shares1.4K
Event2026-06-30
Filed2026-07-22
CISCO SYS INC
NewCISCO SYS INC
Shares2.4K
Event2026-06-30
Filed2026-07-22
T ROWE PRICE EXCHANGE-TRADED
NewT ROWE PRICE EXCHANGE-TRADED
Shares11.0K
Event2026-06-30
Filed2026-07-22
IEF
-0.68%ISHARES TR
Shares2.9K
Event2026-06-30
Filed2026-07-22
ATO
-3.04%ATMOS ENERGY CORP
Shares1.6K
Event2026-06-30
Filed2026-07-22
LII
-5.99%LENNOX INTL INC
Shares471
Event2026-06-30
Filed2026-07-22
GOVT
-16.32%ISHARES TR
Shares11.8K
Event2026-06-30
Filed2026-07-22
CVX
0.96%CHEVRON CORPORATION
Shares1.6K
Event2026-06-30
Filed2026-07-22
IGSB
-1.00%ISHARES TR
Shares4.9K
Event2026-06-30
Filed2026-07-22
ITOT
-8.35%ISHARES TR
Shares1.5K
Event2026-06-30
Filed2026-07-22
BALT
0.00%INNOVATOR ETFS TRUST
Shares7.0K
Event2026-06-30
Filed2026-07-22
ASTRAZENECA PLC
0.00%ASTRAZENECA PLC
Shares1.2K
Event2026-06-30
Filed2026-07-22
LLY
-12.61%ELI LILLY & CO
Shares194
Event2026-06-30
Filed2026-07-22
BSCQ
0.00%INVESCO EXCH TRD SLF IDX FD
Shares11.9K
Event2026-06-30
Filed2026-07-22
BSCR
0.00%INVESCO EXCH TRD SLF IDX FD
Shares11.7K
Event2026-06-30
Filed2026-07-22
MCD
-38.86%MCDONALDS CORP
Shares848
Event2026-06-30
Filed2026-07-22
PM
0.00%PHILIP MORRIS INTL INC
Shares1.3K
Event2026-06-30
Filed2026-07-22
VUG
NewVANGUARD INDEX FDS
Shares2.6K
Event2026-06-30
Filed2026-07-22
TXN
NewTEXAS INSTRS INC
Shares748
Event2026-06-30
Filed2026-07-22
UNITEDHEALTH GROUP INC
NewUNITEDHEALTH GROUP INC
Shares519
Event2026-06-30
Filed2026-07-22
BAPR
NewINNOVATOR ETFS TRUST
Shares4.0K
Event2026-06-30
Filed2026-07-22
SOXX
NewISHARES TR
Shares331
Event2026-06-30
Filed2026-07-22
DE
NewDEERE & CO
Shares330
Event2026-06-30
Filed2026-07-22
IJR
-24.34%ISHARES TR
Shares1.4K
Event2026-06-30
Filed2026-07-22
HII
0.00%HUNTINGTON INGALLS INDS INC
Shares744
Event2026-06-30
Filed2026-07-22
VIG
NewVANGUARD SPECIALIZED FUNDS
Shares872
Event2026-06-30
Filed2026-07-22
DOV
NewDOVER CORP
Shares917
Event2026-06-30
Filed2026-07-22
Call Option Holdings
No call option holdings data available
No call option holdings data available
Put Option Holdings
No put option holdings data available
No put option holdings data available