The Analysis of 4J Wealth Management LLC's Holdings
Currently, 4J Wealth Management LLC holds 98 types of securities in its portfolio with a total value $174.7M. In the most recent quarter, they have increased their positions in UNOV (+135.5K shares, valued at $5.2M), IBDU (+78.4K shares, valued at $1.8M), IEI (+12.1K shares, valued at $1.4M); decreased their positions in BALT (-138.6K shares, valued at $4.6M), TFLR (-49.6K shares, valued at $2.6M), AMZN (-597 shares, valued at $137.8K); initiated new positions in UNOV (+135.5K shares, valued at $5.2M), AEP (+5.5K shares, valued at $639.3K), N/A (+6.4K shares, valued at $418.2K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
IVV ISHARES TR38.3K shares0.22%2025-12-312026-01-15
TOUS T ROWE PRICE ETF INC497.4K shares0.75%2025-12-312026-01-15 TCAF T ROWE PRICE ETF INC279.6K shares4.47%2025-12-312026-01-15 DYNF BLACKROCK ETF TRUST145.9K shares15.41%2025-12-312026-01-15 TFLR T ROWE PRICE ETF INC149.2K shares-24.96%2025-12-312026-01-15 IEI ISHARES TR54.0K shares28.75%2025-12-312026-01-15 TTEQ T ROWE PRICE ETF INC183.7K shares29.15%2025-12-312026-01-15 NVDA NVIDIA CORPORATION29.4K shares-0.18%2025-12-312026-01-15 UNOV INNOVATOR ETFS TRUST135.5K sharesnew addition2025-12-312026-01-15 AAPL APPLE INC17.2K shares-0.28%2025-12-312026-01-15 ALPHABET INC ALPHABET INC13.4K shares-2.02%2025-12-312026-01-15 AMZN AMAZON COM INC12.7K shares-4.50%2025-12-312026-01-15 DGRO ISHARES TR36.7K shares-2.10%2025-12-312026-01-15 MSFT MICROSOFT CORP4.9K shares-3.40%2025-12-312026-01-15 NOC NORTHROP GRUMMAN CORP3.8K shares0.00%2025-12-312026-01-15 IBDU ISHARES TR92.6K shares551.88%2025-12-312026-01-15 IBDR ISHARES TR85.8K shares25.56%2025-12-312026-01-15 TCAL T ROWE PRICE ETF INC87.8K shares35.62%2025-12-312026-01-15 TSLA TESLA INC4.4K shares-0.69%2025-12-312026-01-15 TSPA T ROWE PRICE ETF INC46.1K shares1.35%2025-12-312026-01-15 SHY ISHARES TR22.4K shares-4.55%2025-12-312026-01-15 TBUX T ROWE PRICE ETF INC33.6K shares20.27%2025-12-312026-01-15 MA MASTERCARD INCORPORATED2.7K shares-2.24%2025-12-312026-01-15 XOM EXXON MOBIL CORP12.6K shares0.00%2025-12-312026-01-15 ALPHABET INC ALPHABET INC3.6K shares2.98%2025-12-312026-01-15 META META PLATFORMS INC1.7K shares2.65%2025-12-312026-01-15 IVW ISHARES TR8.5K shares0.00%2025-12-312026-01-15 IBDS ISHARES TR41.0K shares-10.01%2025-12-312026-01-15 ORCL ORACLE CORP4.9K shares0.61%2025-12-312026-01-15 SPY SPDR S&P 500 ETF TR1.3K shares0.00%2025-12-312026-01-15 IGIB ISHARES TR16.3K shares-2.76%2025-12-312026-01-15 MEAR ISHARES U S ETF TR17.2K shares-3.19%2025-12-312026-01-15 MUB ISHARES TR7.8K shares-4.52%2025-12-312026-01-15 IBTH ISHARES TR36.5K shares-2.48%2025-12-312026-01-15 BUFB INNOVATOR ETFS TRUST21.9K shares-2.13%2025-12-312026-01-15 GLD SPDR GOLD TR2.0K shares-1.41%2025-12-312026-01-15 QFLR INNOVATOR ETFS TRUST21.9K shares1.65%2025-12-312026-01-15 IBDT ISHARES TR29.2K shares25.02%2025-12-312026-01-15 VTI VANGUARD INDEX FDS2.2K shares5.98%2025-12-312026-01-15 QUAL ISHARES TR3.6K shares0.00%2025-12-312026-01-15 SLQD ISHARES TR13.7K shares-3.05%2025-12-312026-01-15 AEP AMERICAN ELEC PWR CO INC5.5K sharesnew addition2025-12-312026-01-15 USMV ISHARES TR6.3K shares-0.40%2025-12-312026-01-15 GE AEROSPACE GE AEROSPACE1.9K shares2.76%2025-12-312026-01-15 BN BROOKFIELD CORP12.0K shares43.47%2025-12-312026-01-15 IVE ISHARES TR2.4K shares-0.61%2025-12-312026-01-15 NEAR ISHARES U S ETF TR10.1K shares0.00%2025-12-312026-01-15 IGM ISHARES TR3.8K shares0.00%2025-12-312026-01-15 JEPI J P MORGAN EXCHANGE TRADED F8.6K shares0.00%2025-12-312026-01-15 GSY INVESCO ACTIVELY MANAGED EXC9.7K shares6.83%2025-12-312026-01-15 IBIT ISHARES BITCOIN TRUST ETF9.7K shares42.33%2025-12-312026-01-15 TDG TRANSDIGM GROUP INC359 shares-1.10%2025-12-312026-01-15 AXP AMERICAN EXPRESS CO1.3K shares0.00%2025-12-312026-01-15 IBDW ISHARES TR22.3K shares132.85%2025-12-312026-01-15 MCD MCDONALDS CORP1.5K shares-4.42%2025-12-312026-01-15 JNJ JOHNSON & JOHNSON2.2K shares0.00%2025-12-312026-01-15 MCO MOODYS CORP837 shares-1.76%2025-12-312026-01-15 HLT HILTON WORLDWIDE HLDGS INC1.4K shares0.00%2025-12-312026-01-15 V VISA INC1.1K shares-0.63%2025-12-312026-01-15 NFLX NETFLIX INC4.1K shares820.99%2025-12-312026-01-15 MAR MARRIOTT INTL INC NEW1.2K shares0.00%2025-12-312026-01-15 COST COSTCO WHSL CORP NEW402 shares0.00%2025-12-312026-01-15 IBDV ISHARES TR15.2K shares0.66%2025-12-312026-01-15 JPM JPMORGAN CHASE & CO.1.0K shares0.00%2025-12-312026-01-15 GOVT ISHARES TR14.2K shares-7.88%2025-12-312026-01-15 AMD ADVANCED MICRO DEVICES INC1.5K shares-5.79%2025-12-312026-01-15 IXN ISHARES TR3.0K shares-1.71%2025-12-312026-01-15 ABBV ABBVIE INC1.4K shares0.00%2025-12-312026-01-15 GEV GE VERNOVA INC484 shares0.00%2025-12-312026-01-15 IEF ISHARES TR3.0K shares-6.30%2025-12-312026-01-15 BJUL INNOVATOR ETFS TRUST5.8K shares0.00%2025-12-312026-01-15 ITOT ISHARES TR1.9K shares0.00%2025-12-312026-01-15 ATO ATMOS ENERGY CORP1.7K shares0.00%2025-12-312026-01-15 IBTG ISHARES TR12.2K shares0.26%2025-12-312026-01-15 IJH ISHARES TR4.2K shares-5.06%2025-12-312026-01-15 UAUG INNOVATOR ETFS TRUST6.8K shares0.00%2025-12-312026-01-15 MTUM ISHARES TR1.1K shares0.09%2025-12-312026-01-15 HII HUNTINGTON INGALLS INDS INC744 shares0.00%2025-12-312026-01-15 HGER HARBOR ETF TRUST10.2K shares10.74%2025-12-312026-01-15 IGSB ISHARES TR4.7K shares-20.04%2025-12-312026-01-15 DHR DANAHER CORPORATION1.1K shares-24.08%2025-12-312026-01-15 UNH UNITEDHEALTH GROUP INC738 shares2.93%2025-12-312026-01-15 LII LENNOX INTL INC501 shares0.00%2025-12-312026-01-15 LLY ELI LILLY & CO222 sharesnew addition2025-12-312026-01-15 CVX CHEVRON CORP NEW1.6K shares0.00%2025-12-312026-01-15 BALT INNOVATOR ETFS TRUST7.0K shares-95.17%2025-12-312026-01-15 AZN ASTRAZENECA PLC2.5K sharesnew addition2025-12-312026-01-15 IJR ISHARES TR1.9K shares-4.42%2025-12-312026-01-15 AGX ARGAN INC680 sharesnew addition2025-12-312026-01-15 VUG VANGUARD INDEX FDS434 shares0.00%2025-12-312026-01-15 BINC BLACKROCK ETF TRUST II4.0K sharesnew addition2025-12-312026-01-15 NEE NEXTERA ENERGY INC2.5K sharesnew addition2025-12-312026-01-15 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available