The Analysis of LJI Wealth Management, LLC's Holdings

Currently, LJI Wealth Management, LLC holds 180 types of securities in its portfolio with a total value $571.9M. In the most recent quarter, they have increased their positions in FLOT (+142.9K shares, valued at $7.3M), TGT (+19.5K shares, valued at $1.7M), SLQD (+32.4K shares, valued at $1.6M); decreased their positions in VTWG (-34.7K shares, valued at $8.1M), ITOT (-43.3K shares, valued at $6.3M), PDP (-52.4K shares, valued at $6.2M); initiated new positions in HROW (+30.0K shares, valued at $1.4M), BSX (+8.2K shares, valued at $802.5K), UPS (+7.2K shares, valued at $603.4K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

ITOT ISHARES TR1.1M shares-3.65%2025-09-302025-10-29

SLQD ISHARES TR1.2M shares2.89%2025-09-302025-10-29

ONEQ FIDELITY COMWLTH TR336.3K shares-4.56%2025-09-302025-10-29

VTI VANGUARD INDEX FDS83.7K shares-7.21%2025-09-302025-10-29

IWM ISHARES TR109.9K shares-1.66%2025-09-302025-10-29

FLOT ISHARES TR506.2K shares39.32%2025-09-302025-10-29

YYY AMPLIFY ETF TR1.5M shares0.60%2025-09-302025-10-29

IWR ISHARES TR160.1K shares-2.43%2025-09-302025-10-29

Sponsored

QQQ INVESCO QQQ TR25.5K shares-2.07%2025-09-302025-10-29

AAPL APPLE INC59.8K shares-5.17%2025-09-302025-10-29

IVOG VANGUARD ADMIRAL FDS INC112.2K shares-1.53%2025-09-302025-10-29

VTWG VANGUARD SCOTTSDALE FDS37.2K shares-48.28%2025-09-302025-10-29

JPM JPMORGAN CHASE & CO.25.1K shares-8.41%2025-09-302025-10-29

PLTR PALANTIR TECHNOLOGIES INC38.3K shares-3.20%2025-09-302025-10-29

NVDA NVIDIA CORPORATION33.1K shares-0.09%2025-09-302025-10-29

VTWO VANGUARD SCOTTSDALE FDS58.7K shares-8.90%2025-09-302025-10-29

Sponsored

SPY SPDR S&P 500 ETF TR8.5K shares-6.03%2025-09-302025-10-29

LLY ELI LILLY & CO7.4K shares-5.89%2025-09-302025-10-29

MSFT MICROSOFT CORP8.5K shares-7.08%2025-09-302025-10-29

META META PLATFORMS INC4.4K shares-6.07%2025-09-302025-10-29

SUB ISHARES TR29.2K shares-1.18%2025-09-302025-10-29

AMZN AMAZON COM INC13.5K shares-0.70%2025-09-302025-10-29

VGIT VANGUARD SCOTTSDALE FDS43.3K shares4.67%2025-09-302025-10-29

BAC BANK AMERICA CORP49.5K shares-2.15%2025-09-302025-10-29

Sponsored

PDP INVESCO EXCHANGE TRADED FD T21.2K shares-71.22%2025-09-302025-10-29

BA BOEING CO11.0K shares-0.47%2025-09-302025-10-29

TGT TARGET CORP23.8K shares446.45%2025-09-302025-10-29

VGSH VANGUARD SCOTTSDALE FDS33.8K shares17.79%2025-09-302025-10-29

SHM SPDR SERIES TRUST41.2K shares-17.28%2025-09-302025-10-29

VOO VANGUARD INDEX FDS2.9K shares-15.10%2025-09-302025-10-29

SPTM SPDR SERIES TRUST21.9K shares8.50%2025-09-302025-10-29

GOOGL ALPHABET INC7.2K shares0.44%2025-09-302025-10-29

Sponsored

WFC WELLS FARGO CO NEW21.0K shares-0.72%2025-09-302025-10-29

XLF SELECT SECTOR SPDR TR32.1K shares-4.19%2025-09-302025-10-29

UBER UBER TECHNOLOGIES INC16.2K shares-24.91%2025-09-302025-10-29

XBI SPDR SERIES TRUST15.4K shares-1.91%2025-09-302025-10-29

NET CLOUDFLARE INC7.1K shares0.00%2025-09-302025-10-29

XOM EXXON MOBIL CORP13.2K shares0.07%2025-09-302025-10-29

VTEB VANGUARD MUN BD FDS28.9K shares-9.04%2025-09-302025-10-29

HROW HARROW INC30.0K sharesnew addition2025-09-302025-10-29

Sponsored

VO VANGUARD INDEX FDS4.7K shares-12.95%2025-09-302025-10-29

GOOG ALPHABET INC5.4K shares-1.25%2025-09-302025-10-29

DFUS DIMENSIONAL ETF TRUST18.1K shares-68.71%2025-09-302025-10-29

JEPI J P MORGAN EXCHANGE TRADED F22.2K shares-8.25%2025-09-302025-10-29

VYM VANGUARD WHITEHALL FDS8.8K shares-13.46%2025-09-302025-10-29

AVGO BROADCOM INC3.6K shares-2.93%2025-09-302025-10-29

ISTB ISHARES TR22.2K shares-0.62%2025-09-302025-10-29

BRK.B BERKSHIRE HATHAWAY INC DEL2.1K shares-10.40%2025-09-302025-10-29

Sponsored

JNJ JOHNSON & JOHNSON5.4K shares-9.34%2025-09-302025-10-29

ORCL ORACLE CORP3.6K shares-31.84%2025-09-302025-10-29

DFAT DIMENSIONAL ETF TRUST17.0K shares-72.52%2025-09-302025-10-29

VUG VANGUARD INDEX FDS2.0K shares0.00%2025-09-302025-10-29

NFLX NETFLIX INC797 shares-1.97%2025-09-302025-10-29

UNH UNITEDHEALTH GROUP INC2.8K shares33.30%2025-09-302025-10-29

KRE SPDR SERIES TRUST14.1K shares-2.08%2025-09-302025-10-29

COST COSTCO WHSL CORP NEW961 shares0.00%2025-09-302025-10-29

Sponsored

TSLA TESLA INC2.0K shares-4.17%2025-09-302025-10-29

LRCX LAM RESEARCH CORP6.2K shares-1.81%2025-09-302025-10-29

BSX BOSTON SCIENTIFIC CORP8.2K sharesnew addition2025-09-302025-10-29

EXR EXTRA SPACE STORAGE INC5.2K shares0.00%2025-09-302025-10-29

IEMG ISHARES INC11.2K shares-66.58%2025-09-302025-10-29

DFAC DIMENSIONAL ETF TRUST18.4K shares-78.19%2025-09-302025-10-29

IXUS ISHARES TR8.4K shares-35.89%2025-09-302025-10-29

RF REGIONS FINANCIAL CORP NEW25.9K shares-4.07%2025-09-302025-10-29

Sponsored

SMH VANECK ETF TRUST2.0K shares-0.25%2025-09-302025-10-29

HD HOME DEPOT INC1.6K shares-1.78%2025-09-302025-10-29

FTEC FIDELITY COVINGTON TRUST2.9K shares0.00%2025-09-302025-10-29

WMT WALMART INC6.3K shares-7.38%2025-09-302025-10-29

CVX CHEVRON CORP NEW4.1K shares0.00%2025-09-302025-10-29

IVV ISHARES TR938 shares-19.69%2025-09-302025-10-29

UPS UNITED PARCEL SERVICE INC7.2K sharesnew addition2025-09-302025-10-29

U UNITY SOFTWARE INC15.0K sharesnew addition2025-09-302025-10-29

Sponsored

VBR VANGUARD INDEX FDS2.9K shares0.17%2025-09-302025-10-29

PGF INVESCO EXCHANGE TRADED FD T40.9K shares1.40%2025-09-302025-10-29

WYNN WYNN RESORTS LTD4.5K shares-8.08%2025-09-302025-10-29

DIS DISNEY WALT CO5.1K shares-2.75%2025-09-302025-10-29

DIA SPDR DOW JONES INDL AVERAGE1.3K shares0.00%2025-09-302025-10-29

AMD ADVANCED MICRO DEVICES INC3.6K shares-0.11%2025-09-302025-10-29

HEI HEICO CORP NEW1.8K shares0.00%2025-09-302025-10-29

VHT VANGUARD WORLD FD2.1K shares-7.63%2025-09-302025-10-29

Sponsored

HUMA HUMACYTE INC316.0K shares9.72%2025-09-302025-10-29

IEFA ISHARES TR6.2K shares-7.36%2025-09-302025-10-29

DFAX DIMENSIONAL ETF TRUST17.0K shares-27.85%2025-09-302025-10-29

EEM ISHARES TR10.0K shares0.00%2025-09-302025-10-29

EFA ISHARES TR5.7K shares0.00%2025-09-302025-10-29

FBCG FIDELITY COVINGTON TRUST9.6K shares0.00%2025-09-302025-10-29

CAT CATERPILLAR INC1.0K shares-6.76%2025-09-302025-10-29

ASML ASML HOLDING N V492 shares0.00%2025-09-302025-10-29

Sponsored

AVUV AMERICAN CENTY ETF TR4.8K shares-78.21%2025-09-302025-10-29

ISRG INTUITIVE SURGICAL INC1.1K shares-6.06%2025-09-302025-10-29

PCT PURECYCLE TECHNOLOGIES INC35.5K shares144.83%2025-09-302025-10-29

UNP UNION PAC CORP2.0K shares0.00%2025-09-302025-10-29

IWP ISHARES TR3.2K shares0.00%2025-09-302025-10-29

ILCG ISHARES TR4.4K shares0.00%2025-09-302025-10-29

V VISA INC1.3K shares0.00%2025-09-302025-10-29

TSM TAIWAN SEMICONDUCTOR MFG LTD1.6K shares-2.16%2025-09-302025-10-29

Sponsored

MUB ISHARES TR4.2K shares-57.77%2025-09-302025-10-29

IWS ISHARES TR3.1K shares-5.59%2025-09-302025-10-29

CRM SALESFORCE INC1.8K shares3.00%2025-09-302025-10-29

VIGI VANGUARD WHITEHALL FDS4.7K shares0.00%2025-09-302025-10-29

XLU SELECT SECTOR SPDR TR4.8K shares0.00%2025-09-302025-10-29

RSP INVESCO EXCHANGE TRADED FD T2.2K shares-36.91%2025-09-302025-10-29

ABBV ABBVIE INC1.8K shares-11.50%2025-09-302025-10-29

IJS ISHARES TR3.7K shares-18.24%2025-09-302025-10-29

Sponsored

VGT VANGUARD WORLD FD553 shares0.00%2025-09-302025-10-29

PFF ISHARES TR13.0K shares-1.03%2025-09-302025-10-29

VZ VERIZON COMMUNICATIONS INC9.3K shares0.08%2025-09-302025-10-29

FDRR FIDELITY COVINGTON TRUST6.9K shares-5.87%2025-09-302025-10-29

SGOV ISHARES TR4.0K sharesnew addition2025-09-302025-10-29

CRWD CROWDSTRIKE HLDGS INC820 shares-10.87%2025-09-302025-10-29

KLAC KLA CORP366 shares-26.65%2025-09-302025-10-29

AME AMETEK INC2.1K shares0.00%2025-09-302025-10-29

Sponsored

SDY SPDR SERIES TRUST2.8K shares-19.78%2025-09-302025-10-29

VIG VANGUARD SPECIALIZED FUNDS1.7K shares2.83%2025-09-302025-10-29

XLE SELECT SECTOR SPDR TR4.2K shares-2.33%2025-09-302025-10-29

VB VANGUARD INDEX FDS1.5K shares0.00%2025-09-302025-10-29

IVE ISHARES TR1.8K shares-23.44%2025-09-302025-10-29

QQQM INVESCO EXCH TRADED FD TR II1.5K shares0.33%2025-09-302025-10-29

XERS XERIS BIOPHARMA HOLDINGS INC42.4K shares0.00%2025-09-302025-10-29

SLB SCHLUMBERGER LTD10.0K shares0.00%2025-09-302025-10-29

Sponsored

SRE SEMPRA3.8K shares0.00%2025-09-302025-10-29

IDEV ISHARES TR4.2K shares-82.08%2025-09-302025-10-29

XLK SELECT SECTOR SPDR TR1.2K shares0.00%2025-09-302025-10-29

PI IMPINJ INC1.8K sharesnew addition2025-09-302025-10-29

IVW ISHARES TR2.7K shares3.94%2025-09-302025-10-29

PM PHILIP MORRIS INTL INC2.0K shares-9.91%2025-09-302025-10-29

ADBE ADOBE INC902 shares28.49%2025-09-302025-10-29

ENVX ENOVIX CORPORATION31.6K shares-20.18%2025-09-302025-10-29

Sponsored

IBM INTERNATIONAL BUSINESS MACHS1.1K shares0.00%2025-09-302025-10-29

EUFN ISHARES TR9.0K shares0.00%2025-09-302025-10-29

VWO VANGUARD INTL EQUITY INDEX F5.7K shares-30.17%2025-09-302025-10-29

DFIV DIMENSIONAL ETF TRUST6.7K shares-83.71%2025-09-302025-10-29

BKLN INVESCO EXCH TRADED FD TR II14.4K shares-1.37%2025-09-302025-10-29

FENY FIDELITY COVINGTON TRUST12.2K shares-11.62%2025-09-302025-10-29

SPG SIMON PPTY GROUP INC NEW1.6K shares-13.52%2025-09-302025-10-29

SFY TIDAL TRUST I2.3K shares0.00%2025-09-302025-10-29

Sponsored

SCHF SCHWAB STRATEGIC TR12.7K shares0.00%2025-09-302025-10-29

IYH ISHARES TR4.9K sharesnew addition2025-09-302025-10-29

INTC INTEL CORP8.5K shares-25.74%2025-09-302025-10-29

IJH ISHARES TR4.4K shares-3.58%2025-09-302025-10-29

VOX VANGUARD WORLD FD1.5K shares5.78%2025-09-302025-10-29

MO ALTRIA GROUP INC4.3K shares-5.55%2025-09-302025-10-29

SNPE DBX ETF TR4.7K shares1.98%2025-09-302025-10-29

CIBR FIRST TR EXCHANGE TRADED FD3.7K shares-2.80%2025-09-302025-10-29

Sponsored

NBIS NEBIUS GROUP N.V.2.5K sharesnew addition2025-09-302025-10-29

IBCP INDEPENDENT BK CORP MICH9.0K shares0.00%2025-09-302025-10-29

BND VANGUARD BD INDEX FDS3.7K shares-69.76%2025-09-302025-10-29

ABT ABBOTT LABS2.0K shares0.10%2025-09-302025-10-29

GS GOLDMAN SACHS GROUP INC341 shares0.00%2025-09-302025-10-29

SCHW SCHWAB CHARLES CORP2.8K shares0.00%2025-09-302025-10-29

PG PROCTER AND GAMBLE CO1.7K shares-23.68%2025-09-302025-10-29

COF CAPITAL ONE FINL CORP1.2K shares0.00%2025-09-302025-10-29

Sponsored

DFLV DIMENSIONAL ETF TRUST7.9K shares-75.54%2025-09-302025-10-29

MS MORGAN STANLEY1.6K shares-13.84%2025-09-302025-10-29

MU MICRON TECHNOLOGY INC1.4K sharesnew addition2025-09-302025-10-29

VXUS VANGUARD STAR FDS3.3K shares-38.11%2025-09-302025-10-29

MA MASTERCARD INCORPORATED414 shares-4.83%2025-09-302025-10-29

IWV ISHARES TR615 shares-4.95%2025-09-302025-10-29

RBRK RUBRIK INC.2.7K sharesnew addition2025-09-302025-10-29

IVOO VANGUARD ADMIRAL FDS INC2.0K shares0.00%2025-09-302025-10-29

Sponsored

BSVO EA SERIES TRUST9.7K shares-64.54%2025-09-302025-10-29

FDX FEDEX CORP930 shares0.00%2025-09-302025-10-29

NVO NOVO-NORDISK A S3.9K shares-23.39%2025-09-302025-10-29

OIH VANECK ETF TRUST828 sharesnew addition2025-09-302025-10-29

AMAT APPLIED MATLS INC1.0K sharesnew addition2025-09-302025-10-29

MSTR STRATEGY INC661 shares-24.02%2025-09-302025-10-29

DVY ISHARES TR1.5K sharesnew addition2025-09-302025-10-29

DFUV DIMENSIONAL ETF TRUST4.7K shares-87.65%2025-09-302025-10-29

Sponsored

ECL ECOLAB INC757 shares-3.57%2025-09-302025-10-29

VST VISTRA CORP1.1K sharesnew addition2025-09-302025-10-29

SBUX STARBUCKS CORP2.4K shares-23.63%2025-09-302025-10-29

CSCO CISCO SYS INC3.0K shares-6.34%2025-09-302025-10-29

FBTC FIDELITY WISE ORIGIN BITCOIN2.0K sharesnew addition2025-09-302025-10-29

HBAN HUNTINGTON BANCSHARES INC11.2K shares-32.93%2025-09-302025-10-29

MSOS ADVISORSHARES TR27.9K shares136.79%2025-09-302025-10-29

UWMC UWM HOLDINGS CORPORATION11.9K shares0.00%2025-09-302025-10-29

Sponsored

SUPV GRUPO SUPERVIELLE S.A.11.5K sharesnew addition2025-09-302025-10-29

ARAI ARRIVE AI INC15.3K shares2.75%2025-09-302025-10-29

SLV ISHARES SILVER TR400 sharesnew addition2025-09-302025-10-29

SGMO SANGAMO THERAPEUTICS INC19.5K shares-1.52%2025-09-302025-10-29

Call Option Holdings

SLV Call CallISHARES SILVER TR9.1K sharesnew addition2025-09-302025-10-29

Put Option Holdings

VST Put PutVISTRA CORP1.0K sharesnew addition2025-09-302025-10-29

PLTR Put PutPALANTIR TECHNOLOGIES INC600 sharesnew addition2025-09-302025-10-29

RBRK Put PutRUBRIK INC.1.0K sharesnew addition2025-09-302025-10-29

PCT Put PutPURECYCLE TECHNOLOGIES INC5.0K sharesnew addition2025-09-302025-10-29