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The Analysis of 4J Wealth Management LLC's Holdings & P&L

Currently, 4J Wealth Management LLC holds 101 types of securities in its portfolio with a total value $175.9M. In the most recent quarter, they have increased their positions in IDYN (+159.1K shares, valued at $4.6M), DYNF (+74.0K shares, valued at $4.3M), BINC (+28.7K shares, valued at $1.5M); decreased their positions in UNOV (-78.7K shares, valued at $2.9M), IVV (-3.7K shares, valued at $2.4M), N/A (-9.2K shares, valued at $811.3K); initiated new positions in IDYN (+159.1K shares, valued at $4.6M), GRID (+2.2K shares, valued at $353.7K), N/A (+1.2K shares, valued at $243.8K).

1M P&L

+6.4M+3.77%

3M P&L

+9.6M+5.81%

HY P&L

+12.6M+7.78%

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/A127.2M

79.9%

2Semiconductors5.4M

3.4%

3Consumer Electronics4.4M

2.7%

Top Industries by Stock Count

1N/A58 stocks

63.0%

2Drug Manufacturers - General3 stocks

3.3%

3Credit Services3 stocks

3.3%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IVV ISHARES TR34.6K shares-9.57%2026-03-312026-05-05

TOUS T ROWE PRICE ETF INC487.6K shares-1.98%2026-03-312026-05-05

DYNF BLACKROCK ETF TRUST219.9K shares50.73%2026-03-312026-05-05

TCAF T ROWE PRICE ETF INC270.3K shares-3.31%2026-03-312026-05-05

TFLR T ROWE PRICE ETF INC141.4K shares-5.26%2026-03-312026-05-05

TTEQ T ROWE PRICE ETF INC232.2K shares26.39%2026-03-312026-05-05

IEI ISHARES TR57.8K shares7.00%2026-03-312026-05-05

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL13.4K shares-0.38%2026-03-312026-05-05

Sponsored

NVDA NVIDIA CORPORATION29.0K shares-1.27%2026-03-312026-05-05

IDYN BLACKROCK ETF TRUST159.1K sharesnew addition2026-03-312026-05-05

AAPL APPLE INC17.2K shares-0.33%2026-03-312026-05-05

ALPHABET INC ALPHABET INC12.8K shares-4.97%2026-03-312026-05-05

IBDU ISHARES TR119.0K shares28.51%2026-03-312026-05-05

AMZN AMAZON COM INC12.9K shares1.56%2026-03-312026-05-05

NOC NORTHROP GRUMMAN CORP3.8K shares0.00%2026-03-312026-05-05

DGRO ISHARES TR36.6K shares-0.44%2026-03-312026-05-05

Sponsored

TBUX T ROWE PRICE ETF INC43.7K shares30.15%2026-03-312026-05-05

TCAL T ROWE PRICE ETF INC96.0K shares9.30%2026-03-312026-05-05

UNOV INNOVATOR ETFS TRUST56.8K shares-58.06%2026-03-312026-05-05

XOM EXXON MOBIL CORP12.3K shares-2.17%2026-03-312026-05-05

ISHARES GOLD TR ISHARES GOLD TR23.1K shares-28.50%2026-03-312026-05-05

IBDR ISHARES TR83.9K shares-2.17%2026-03-312026-05-05

MSFT MICROSOFT CORP5.0K shares2.47%2026-03-312026-05-05

SHY ISHARES TR22.1K shares-1.30%2026-03-312026-05-05

Sponsored

TSPA T ROWE PRICE ETF INC42.9K shares-7.11%2026-03-312026-05-05

BINC BLACKROCK ETF TRUST II32.6K shares720.72%2026-03-312026-05-05

TSLA TESLA INC4.4K shares0.00%2026-03-312026-05-05

ARISTA NETWORKS INC ARISTA NETWORKS INC12.2K shares-0.33%2026-03-312026-05-05

MA MASTERCARD INCORPORATED2.5K shares-8.03%2026-03-312026-05-05

IBDS ISHARES TR46.6K shares13.81%2026-03-312026-05-05

ALPHABET INC ALPHABET INC3.5K shares-2.84%2026-03-312026-05-05

META META PLATFORMS INC1.7K shares2.16%2026-03-312026-05-05

Sponsored

IVW ISHARES TR8.5K shares-0.19%2026-03-312026-05-05

JEPI J P MORGAN EXCHANGE TRADED F15.4K shares78.42%2026-03-312026-05-05

MEAR ISHARES U S ETF TR17.2K shares0.00%2026-03-312026-05-05

SPY STATE STR SPDR S&P 500 ETF T1.3K shares0.00%2026-03-312026-05-05

MUB ISHARES TR7.8K shares-0.64%2026-03-312026-05-05

IBTH ISHARES TR36.2K shares-0.93%2026-03-312026-05-05

INVESCO QQQ TR INVESCO QQQ TR1.4K shares4.21%2026-03-312026-05-05

IBDT ISHARES TR30.8K shares5.66%2026-03-312026-05-05

Sponsored

GLD SPDR GOLD TR1.8K shares-8.15%2026-03-312026-05-05

BUFB INNOVATOR ETFS TRUST21.3K shares-2.49%2026-03-312026-05-05

IGIB ISHARES TR14.2K shares-13.07%2026-03-312026-05-05

ORCL ORACLE CORP5.0K shares0.40%2026-03-312026-05-05

QFLR INNOVATOR ETFS TRUST21.9K shares0.00%2026-03-312026-05-05

AEP AMERICAN ELEC PWR CO INC5.5K shares0.00%2026-03-312026-05-05

VTI VANGUARD INDEX FDS2.2K shares0.05%2026-03-312026-05-05

SLQD ISHARES TR13.7K shares0.00%2026-03-312026-05-05

Sponsored

QUAL ISHARES TR3.3K shares-7.46%2026-03-312026-05-05

USMV ISHARES TR6.3K shares0.00%2026-03-312026-05-05

GE AEROSPACE GE AEROSPACE2.0K shares5.75%2026-03-312026-05-05

NEAR ISHARES U S ETF TR10.4K shares3.13%2026-03-312026-05-05

INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T2.7K shares76.70%2026-03-312026-05-05

IVE ISHARES TR2.4K shares0.00%2026-03-312026-05-05

BN BROOKFIELD CORP12.0K shares0.00%2026-03-312026-05-05

IBDW ISHARES TR23.0K shares3.37%2026-03-312026-05-05

Sponsored

GSY INVESCO ACTIVELY MANAGED EXC9.5K shares-2.06%2026-03-312026-05-05

IGM ISHARES TR3.8K shares0.00%2026-03-312026-05-05

JNJ JOHNSON & JOHNSON1.9K shares-14.69%2026-03-312026-05-05

MAR MARRIOTT INTL INC NEW1.4K shares19.03%2026-03-312026-05-05

MCD MCDONALDS CORP1.4K shares-8.27%2026-03-312026-05-05

GEV GE VERNOVA INC484 shares0.00%2026-03-312026-05-05

HLT HILTON WORLDWIDE HLDGS INC1.4K shares-4.22%2026-03-312026-05-05

TDG TRANSDIGM GROUP INC357 shares-0.56%2026-03-312026-05-05

Sponsored

COST COSTCO WHOLESALE CORPORATION402 shares0.00%2026-03-312026-05-05

NFLX NETFLIX INC.4.1K shares0.00%2026-03-312026-05-05

AXP AMERICAN EXPRESS CO1.3K shares0.00%2026-03-312026-05-05

IBIT ISHARES BITCOIN TRUST ETF10.0K shares2.84%2026-03-312026-05-05

HGER HARBOR ETF TRUST11.8K shares15.99%2026-03-312026-05-05

AGX ARGAN INC670 shares-1.47%2026-03-312026-05-05

GRID FIRST TR EXCHANGE-TRADED FD2.2K sharesnew addition2026-03-312026-05-05

IBDV ISHARES TR15.9K shares4.75%2026-03-312026-05-05

Sponsored

MCO MOODYS CORP776 shares-7.29%2026-03-312026-05-05

JPM JPMORGAN CHASE & CO1.1K shares9.75%2026-03-312026-05-05

GOVT ISHARES TR14.1K shares-0.56%2026-03-312026-05-05

CVX CHEVRON CORPORATION1.6K shares0.00%2026-03-312026-05-05

V VISA INC1.1K shares-3.74%2026-03-312026-05-05

AMD ADVANCED MICRO DEVICES INC1.6K shares2.44%2026-03-312026-05-05

IXN ISHARES TR3.0K shares0.00%2026-03-312026-05-05

ATO ATMOS ENERGY CORP1.6K shares-1.79%2026-03-312026-05-05

Sponsored

ABBV ABBVIE INC1.4K shares0.00%2026-03-312026-05-05

IJH ISHARES TR4.3K shares2.38%2026-03-312026-05-05

BJUL INNOVATOR ETFS TRUST5.8K shares0.00%2026-03-312026-05-05

HII HUNTINGTON INGALLS INDS INC744 shares0.00%2026-03-312026-05-05

IEF ISHARES TR2.9K shares-3.81%2026-03-312026-05-05

UAUG INNOVATOR ETFS TRUST6.8K shares0.00%2026-03-312026-05-05

IGSB ISHARES TR5.0K shares6.16%2026-03-312026-05-05

MTUM ISHARES TR1.1K shares0.00%2026-03-312026-05-05

Sponsored

ASTRAZENECA PLC ASTRAZENECA PLC1.2K sharesnew addition2026-03-312026-05-05

ITOT ISHARES TR1.7K shares-12.83%2026-03-312026-05-05

BALT INNOVATOR ETFS TRUST7.0K shares0.00%2026-03-312026-05-05

LII LENNOX INTL INC501 shares0.00%2026-03-312026-05-05

BSCQ INVESCO EXCH TRD SLF IDX FD11.9K sharesnew addition2026-03-312026-05-05

IJR ISHARES TR1.9K shares0.05%2026-03-312026-05-05

BSCR INVESCO EXCH TRD SLF IDX FD11.7K sharesnew addition2026-03-312026-05-05

IBTG ISHARES TR9.7K shares-20.46%2026-03-312026-05-05

Sponsored

DBMF LITMAN GREGORY FDS TR7.4K sharesnew addition2026-03-312026-05-05

PM PHILIP MORRIS INTL INC1.3K sharesnew addition2026-03-312026-05-05

LLY ELI LILLY & CO222 shares0.00%2026-03-312026-05-05

T AT&T INC7.0K sharesnew addition2026-03-312026-05-05

VLUE ISHARES TR1.4K sharesnew addition2026-03-312026-05-05

IVV

ISHARES TR

-9.57%

Shares34.6K

Event2026-03-31

Filed2026-05-05

TOUS

T ROWE PRICE ETF INC

-1.98%

Shares487.6K

Event2026-03-31

Filed2026-05-05

DYNF

BLACKROCK ETF TRUST

50.73%

Shares219.9K

Event2026-03-31

Filed2026-05-05

TCAF

T ROWE PRICE ETF INC

-3.31%

Shares270.3K

Event2026-03-31

Filed2026-05-05

TFLR

T ROWE PRICE ETF INC

-5.26%

Shares141.4K

Event2026-03-31

Filed2026-05-05

TTEQ

T ROWE PRICE ETF INC

26.39%

Shares232.2K

Event2026-03-31

Filed2026-05-05

IEI

ISHARES TR

7.00%

Shares57.8K

Event2026-03-31

Filed2026-05-05

BERKSHIRE HATHAWAY INC DEL

-0.38%

Shares13.4K

Event2026-03-31

Filed2026-05-05

NVDA

NVIDIA CORPORATION

-1.27%

Shares29.0K

Event2026-03-31

Filed2026-05-05

IDYN

BLACKROCK ETF TRUST

New

Shares159.1K

Event2026-03-31

Filed2026-05-05

AAPL

APPLE INC

-0.33%

Shares17.2K

Event2026-03-31

Filed2026-05-05

ALPHABET INC

-4.97%

Shares12.8K

Event2026-03-31

Filed2026-05-05

IBDU

ISHARES TR

28.51%

Shares119.0K

Event2026-03-31

Filed2026-05-05

AMZN

AMAZON COM INC

1.56%

Shares12.9K

Event2026-03-31

Filed2026-05-05

NOC

NORTHROP GRUMMAN CORP

0.00%

Shares3.8K

Event2026-03-31

Filed2026-05-05

DGRO

ISHARES TR

-0.44%

Shares36.6K

Event2026-03-31

Filed2026-05-05

TBUX

T ROWE PRICE ETF INC

30.15%

Shares43.7K

Event2026-03-31

Filed2026-05-05

TCAL

T ROWE PRICE ETF INC

9.30%

Shares96.0K

Event2026-03-31

Filed2026-05-05

UNOV

INNOVATOR ETFS TRUST

-58.06%

Shares56.8K

Event2026-03-31

Filed2026-05-05

XOM

EXXON MOBIL CORP

-2.17%

Shares12.3K

Event2026-03-31

Filed2026-05-05

ISHARES GOLD TR

-28.50%

Shares23.1K

Event2026-03-31

Filed2026-05-05

IBDR

ISHARES TR

-2.17%

Shares83.9K

Event2026-03-31

Filed2026-05-05

MSFT

MICROSOFT CORP

2.47%

Shares5.0K

Event2026-03-31

Filed2026-05-05

SHY

ISHARES TR

-1.30%

Shares22.1K

Event2026-03-31

Filed2026-05-05

TSPA

T ROWE PRICE ETF INC

-7.11%

Shares42.9K

Event2026-03-31

Filed2026-05-05

BINC

BLACKROCK ETF TRUST II

720.72%

Shares32.6K

Event2026-03-31

Filed2026-05-05

TSLA

TESLA INC

0.00%

Shares4.4K

Event2026-03-31

Filed2026-05-05

ARISTA NETWORKS INC

-0.33%

Shares12.2K

Event2026-03-31

Filed2026-05-05

MASTERCARD INCORPORATED

-8.03%

Shares2.5K

Event2026-03-31

Filed2026-05-05

IBDS

ISHARES TR

13.81%

Shares46.6K

Event2026-03-31

Filed2026-05-05

ALPHABET INC

-2.84%

Shares3.5K

Event2026-03-31

Filed2026-05-05