Sponsored

The Analysis of WJ Financial Advisors LLC's Holdings & P&L

Currently, WJ Financial Advisors LLC holds 128 types of securities in its portfolio with a total value $123.8M. In the most recent quarter, they have increased their positions in CLM (+181.9K shares, valued at $1.3M), MDB (+3.9K shares, valued at $952.9K), MSFT (+1.9K shares, valued at $695.6K); decreased their positions in TLT (-2.0K shares, valued at $169.6K), RGLD (-256 shares, valued at $65.1K), GEV (-54 shares, valued at $47.1K); initiated new positions in DPZ (+1.9K shares, valued at $689.2K), UAA (+85.2K shares, valued at $503.7K), ZTS (+4.0K shares, valued at $477.6K).

1M P&L

+4.1M+3.99%

3M P&L

-9.7M-8.24%

HY P&L

-4.6M-4.05%

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/A64.2M

56.1%

2Consumer Electronics5.5M

4.8%

3Software - Infrastructure4.8M

4.2%

Top Industries by Stock Count

1N/A61 stocks

50.4%

2Oil & Gas Midstream5 stocks

4.1%

3Drug Manufacturers - General4 stocks

3.3%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

GLD SPDR GOLD TR16.6K shares5.34%2026-03-312026-05-04

AAPL APPLE INC21.6K shares2.40%2026-03-312026-05-04

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL9.9K shares8.34%2026-03-312026-05-04

AMZN AMAZON COM INC20.3K shares18.35%2026-03-312026-05-04

SPY STATE STR SPDR S&P 500 ETF T6.1K shares2.72%2026-03-312026-05-04

SCHX SCHWAB STRATEGIC TR151.5K shares-0.45%2026-03-312026-05-04

CLM CORNERSTONE STRATEGIC INVEST444.9K shares69.16%2026-03-312026-05-04

PFF ISHARES TR98.8K shares3.40%2026-03-312026-05-04

Sponsored

TLT ISHARES TR34.4K shares-5.39%2026-03-312026-05-04

SPHD INVESCO EXCH TRADED FD TR II50.8K shares2.45%2026-03-312026-05-04

COST COSTCO WHOLESALE CORPORATION2.4K shares6.19%2026-03-312026-05-04

SCHM SCHWAB STRATEGIC TR73.5K shares5.25%2026-03-312026-05-04

JPM JPMORGAN CHASE & CO7.5K shares28.34%2026-03-312026-05-04

ALPHABET INC ALPHABET INC7.7K shares-1.25%2026-03-312026-05-04

XLU SELECT SECTOR SPDR TR47.9K shares10.47%2026-03-312026-05-04

SCHF SCHWAB STRATEGIC TR79.1K shares26.59%2026-03-312026-05-04

Sponsored

SCHA SCHWAB STRATEGIC TR64.2K shares7.04%2026-03-312026-05-04

MDB MONGODB INC7.4K shares110.38%2026-03-312026-05-04

SO SOUTHERN CO18.1K shares2.32%2026-03-312026-05-04

VCLT VANGUARD SCOTTSDALE FDS22.2K shares-0.37%2026-03-312026-05-04

MSFT MICROSOFT CORP4.5K shares72.32%2026-03-312026-05-04

VGT VANGUARD WORLD FD2.3K shares-0.38%2026-03-312026-05-04

KMB KIMBERLY-CLARK CORP16.8K shares8.13%2026-03-312026-05-04

SLV ISHARES SILVER TR22.2K shares4.75%2026-03-312026-05-04

Sponsored

JNJ JOHNSON & JOHNSON6.1K shares-0.23%2026-03-312026-05-04

TYG TORTOISE ENERGY INFRSTRCTR C28.6K shares2.39%2026-03-312026-05-04

MDY STATE STR SPDR S&P MIDCAP 402.3K shares3.13%2026-03-312026-05-04

KMI KINDER MORGAN INC DEL40.2K shares12.90%2026-03-312026-05-04

RVT ROYCE SMALL CAP TRUST INC77.0K shares-1.91%2026-03-312026-05-04

LDP COHEN & STEERS LTD DURATION58.3K shares9.28%2026-03-312026-05-04

SCHE SCHWAB STRATEGIC TR34.0K shares13.86%2026-03-312026-05-04

RGLD ROYAL GOLD INC4.3K shares-5.63%2026-03-312026-05-04

Sponsored

AES AES CORP76.2K shares-0.93%2026-03-312026-05-04

CAT CATERPILLAR INC1.4K shares0.22%2026-03-312026-05-04

XLK SELECT SECTOR SPDR TR7.3K shares0.00%2026-03-312026-05-04

VCIT VANGUARD SCOTTSDALE FDS11.1K shares1.00%2026-03-312026-05-04

STWD STARWOOD PPTY TR INC51.3K shares21.87%2026-03-312026-05-04

PLTR PALANTIR TECHNOLOGIES INC5.9K shares55.64%2026-03-312026-05-04

INVESCO QQQ TR INVESCO QQQ TR1.4K shares-0.36%2026-03-312026-05-04

CRM SALESFORCE INC4.3K shares43.52%2026-03-312026-05-04

Sponsored

DVY ISHARES TR5.2K shares0.00%2026-03-312026-05-04

NFLX NETFLIX INC.8.0K shares13.95%2026-03-312026-05-04

WMB WILLIAMS COS INC10.3K shares-0.89%2026-03-312026-05-04

META META PLATFORMS INC1.3K shares3.33%2026-03-312026-05-04

VO VANGUARD INDEX FDS2.6K shares0.00%2026-03-312026-05-04

VCSH VANGUARD SCOTTSDALE FDS9.3K shares-2.20%2026-03-312026-05-04

SCHZ SCHWAB STRATEGIC TR31.7K shares-1.32%2026-03-312026-05-04

HON HONEYWELL INTL INC3.2K shares18.14%2026-03-312026-05-04

Sponsored

XLP SELECT SECTOR SPDR TR8.8K shares-1.57%2026-03-312026-05-04

KDP KEURIG DR PEPPER INC27.4K shares1.61%2026-03-312026-05-04

VB VANGUARD INDEX FDS2.7K shares2.60%2026-03-312026-05-04

BLACKROCK INC BLACKROCK INC732 shares-2.40%2026-03-312026-05-04

DPZ DOMINOS PIZZA INC1.9K sharesnew addition2026-03-312026-05-04

TRV TRAVELERS COMPANIES INC2.3K shares-0.30%2026-03-312026-05-04

AMD ADVANCED MICRO DEVICES INC3.3K shares0.39%2026-03-312026-05-04

PEP PEPSICO INC4.3K shares-0.25%2026-03-312026-05-04

Sponsored

IJS ISHARES TR5.7K shares0.71%2026-03-312026-05-04

REGN REGENERON PHARMACEUTICALS865 shares0.46%2026-03-312026-05-04

CSCO CISCO SYS INC8.6K shares0.25%2026-03-312026-05-04

GE AEROSPACE GE AEROSPACE2.3K shares-1.84%2026-03-312026-05-04

VTI VANGUARD INDEX FDS2.1K shares58.52%2026-03-312026-05-04

EPD ENTERPRISE PRODS PARTNERS L16.9K shares-0.06%2026-03-312026-05-04

GEV GE VERNOVA INC731 shares-6.88%2026-03-312026-05-04

AER AERCAP HOLDINGS NV4.2K shares-2.34%2026-03-312026-05-04

Sponsored

TRGP TARGA RES CORP2.2K shares-4.83%2026-03-312026-05-04

BAC BANK AMERICA CORP11.2K shares0.51%2026-03-312026-05-04

XOM EXXON MOBIL CORP3.2K shares-7.86%2026-03-312026-05-04

EWW ISHARES INC7.1K shares-0.56%2026-03-312026-05-04

RTX RTX CORPORATION2.7K shares22.17%2026-03-312026-05-04

CAVA CAVA GROUP INC6.5K shares-7.38%2026-03-312026-05-04

ABBV ABBVIE INC2.4K shares0.54%2026-03-312026-05-04

XLV SELECT SECTOR SPDR TR3.5K shares-0.56%2026-03-312026-05-04

Sponsored

AGNC AGNC INVT CORP50.3K shares-8.48%2026-03-312026-05-04

UAA UNDER ARMOUR INC85.2K sharesnew addition2026-03-312026-05-04

KVUE KENVUE INC28.4K shares-0.75%2026-03-312026-05-04

ZTS ZOETIS INC4.0K sharesnew addition2026-03-312026-05-04

SNPS SYNOPSYS INC1.2K shares-6.24%2026-03-312026-05-04

NVO NOVO-NORDISK A S12.5K shares3.46%2026-03-312026-05-04

EWA ISHARES INC16.3K shares10.60%2026-03-312026-05-04

VEA VANGUARD TAX-MANAGED FDS7.0K shares60.19%2026-03-312026-05-04

Sponsored

KWEB KRANESHARES TRUST15.7K sharesnew addition2026-03-312026-05-04

IVV ISHARES TR659 shares0.00%2026-03-312026-05-04

VNQ VANGUARD INDEX FDS4.7K shares54.22%2026-03-312026-05-04

IWV ISHARES TR1.1K shares0.00%2026-03-312026-05-04

SOXL DIREXION SHARES ETF TRUST8.3K sharesnew addition2026-03-312026-05-04

EOG EOG RES INC2.6K shares0.12%2026-03-312026-05-04

CEF SPROTT ASSET MANAGEMENT LP7.8K shares0.00%2026-03-312026-05-04

IEMG ISHARES INC5.3K sharesnew addition2026-03-312026-05-04

Sponsored

CVX CHEVRON CORPORATION1.8K shares0.79%2026-03-312026-05-04

IBM INTERNATIONAL BUSINESS MACHS1.5K shares0.40%2026-03-312026-05-04

VTIP VANGUARD MALVERN FDS7.0K shares0.00%2026-03-312026-05-04

VIG VANGUARD SPECIALIZED FUNDS1.6K shares24.56%2026-03-312026-05-04

SCHP SCHWAB STRATEGIC TR13.0K shares3.88%2026-03-312026-05-04

VGSH VANGUARD SCOTTSDALE FDS5.5K shares0.00%2026-03-312026-05-04

VNM VANECK ETF TRUST18.4K shares0.00%2026-03-312026-05-04

DXJ WISDOMTREE TR2.0K shares0.00%2026-03-312026-05-04

Sponsored

PFE PFIZER INC11.1K shares4.27%2026-03-312026-05-04

NEE NEXTERA ENERGY INC3.3K shares0.18%2026-03-312026-05-04

SDY SPDR SERIES TRUST2.1K shares0.00%2026-03-312026-05-04

SLRC SLR INVESTMENT CORP20.9K shares20.13%2026-03-312026-05-04

ABT ABBOTT LABORATORIES2.8K shares0.58%2026-03-312026-05-04

GDX VANECK ETF TRUST3.0K shares-1.64%2026-03-312026-05-04

XLE SELECT SECTOR SPDR TR4.5K shares-10.35%2026-03-312026-05-04

VGLT VANGUARD SCOTTSDALE FDS4.8K shares-3.03%2026-03-312026-05-04

Sponsored

D DOMINION ENERGY INC4.3K shares-6.22%2026-03-312026-05-04

ITOT ISHARES TR1.8K sharesnew addition2026-03-312026-05-04

VWO VANGUARD INTL EQUITY INDEX F4.8K sharesnew addition2026-03-312026-05-04

TSLL DIREXION SHARES ETF TRUST21.2K sharesnew addition2026-03-312026-05-04

ORI OLD REP INTL CORP6.3K shares0.00%2026-03-312026-05-04

ONON ON HLDG AG7.1K shares-4.96%2026-03-312026-05-04

LNG CHENIERE ENERGY INC845 sharesnew addition2026-03-312026-05-04

PG PROCTER & GAMBLE CO1.7K shares1.34%2026-03-312026-05-04

Sponsored

TIP ISHARES TR2.2K shares0.00%2026-03-312026-05-04

ARCO ARCOS DORADOS HLDGS INC27.6K shares-12.65%2026-03-312026-05-04

EWU ISHARES TR5.0K shares-1.97%2026-03-312026-05-04

VTV VANGUARD INDEX FDS1.2K shares0.35%2026-03-312026-05-04

UNH UNITEDHEALTH GROUP INC833 shares3.09%2026-03-312026-05-04

V VISA INC730 shares0.83%2026-03-312026-05-04

ASPN ASPEN AEROGELS INC63.9K shares-1.34%2026-03-312026-05-04

IJT ISHARES TR1.5K sharesnew addition2026-03-312026-05-04

Sponsored

IWM ISHARES TR840 shares0.12%2026-03-312026-05-04

KHC KRAFT HEINZ CO9.1K shares-2.04%2026-03-312026-05-04

MSTR STRATEGY INC1.6K sharesnew addition2026-03-312026-05-04

PFN PIMCO INCOME STRATEGY FD II28.9K shares0.00%2026-03-312026-05-04

ETF OPPORTUNITIES TRUST ETF OPPORTUNITIES TRUST35.0K sharesnew addition2026-03-312026-05-04

XXRP LISTED FDS TR36.4K sharesnew addition2026-03-312026-05-04

FERMI INC FERMI INC21.1K shares0.76%2026-03-312026-05-04

GLO CLOUGH GLOBAL OPPORTUNITIES21.2K shares-2.04%2026-03-312026-05-04

Sponsored

GLD

SPDR GOLD TR

5.34%

Shares16.6K

Event2026-03-31

Filed2026-05-04

AAPL

APPLE INC

2.40%

Shares21.6K

Event2026-03-31

Filed2026-05-04

BERKSHIRE HATHAWAY INC DEL

8.34%

Shares9.9K

Event2026-03-31

Filed2026-05-04

AMZN

AMAZON COM INC

18.35%

Shares20.3K

Event2026-03-31

Filed2026-05-04

SPY

STATE STR SPDR S&P 500 ETF T

2.72%

Shares6.1K

Event2026-03-31

Filed2026-05-04

SCHX

SCHWAB STRATEGIC TR

-0.45%

Shares151.5K

Event2026-03-31

Filed2026-05-04

CLM

CORNERSTONE STRATEGIC INVEST

69.16%

Shares444.9K

Event2026-03-31

Filed2026-05-04

PFF

ISHARES TR

3.40%

Shares98.8K

Event2026-03-31

Filed2026-05-04

TLT

ISHARES TR

-5.39%

Shares34.4K

Event2026-03-31

Filed2026-05-04

SPHD

INVESCO EXCH TRADED FD TR II

2.45%

Shares50.8K

Event2026-03-31

Filed2026-05-04

COST

COSTCO WHOLESALE CORPORATION

6.19%

Shares2.4K

Event2026-03-31

Filed2026-05-04

SCHM

SCHWAB STRATEGIC TR

5.25%

Shares73.5K

Event2026-03-31

Filed2026-05-04

JPM

JPMORGAN CHASE & CO

28.34%

Shares7.5K

Event2026-03-31

Filed2026-05-04

ALPHABET INC

-1.25%

Shares7.7K

Event2026-03-31

Filed2026-05-04

XLU

SELECT SECTOR SPDR TR

10.47%

Shares47.9K

Event2026-03-31

Filed2026-05-04

SCHF

SCHWAB STRATEGIC TR

26.59%

Shares79.1K

Event2026-03-31

Filed2026-05-04

SCHA

SCHWAB STRATEGIC TR

7.04%

Shares64.2K

Event2026-03-31

Filed2026-05-04

MDB

MONGODB INC

110.38%

Shares7.4K

Event2026-03-31

Filed2026-05-04

SOUTHERN CO

2.32%

Shares18.1K

Event2026-03-31

Filed2026-05-04

VCLT

VANGUARD SCOTTSDALE FDS

-0.37%

Shares22.2K

Event2026-03-31

Filed2026-05-04

MSFT

MICROSOFT CORP

72.32%

Shares4.5K

Event2026-03-31

Filed2026-05-04

VGT

VANGUARD WORLD FD

-0.38%

Shares2.3K

Event2026-03-31

Filed2026-05-04

KMB

KIMBERLY-CLARK CORP

8.13%

Shares16.8K

Event2026-03-31

Filed2026-05-04

SLV

ISHARES SILVER TR

4.75%

Shares22.2K

Event2026-03-31

Filed2026-05-04

JNJ

JOHNSON & JOHNSON

-0.23%

Shares6.1K

Event2026-03-31

Filed2026-05-04

TYG

TORTOISE ENERGY INFRSTRCTR C

2.39%

Shares28.6K

Event2026-03-31

Filed2026-05-04

MDY

STATE STR SPDR S&P MIDCAP 40

3.13%

Shares2.3K

Event2026-03-31

Filed2026-05-04

KMI

KINDER MORGAN INC DEL

12.90%

Shares40.2K

Event2026-03-31

Filed2026-05-04

RVT

ROYCE SMALL CAP TRUST INC

-1.91%

Shares77.0K

Event2026-03-31

Filed2026-05-04

LDP

COHEN & STEERS LTD DURATION

9.28%

Shares58.3K

Event2026-03-31

Filed2026-05-04

SCHE

SCHWAB STRATEGIC TR

13.86%

Shares34.0K

Event2026-03-31

Filed2026-05-04

RGLD

ROYAL GOLD INC

-5.63%

Shares4.3K

Event2026-03-31

Filed2026-05-04

AES

AES CORP

-0.93%

Shares76.2K

Event2026-03-31

Filed2026-05-04

CAT

CATERPILLAR INC

0.22%

Shares1.4K

Event2026-03-31

Filed2026-05-04

XLK

SELECT SECTOR SPDR TR

0.00%

Shares7.3K

Event2026-03-31

Filed2026-05-04

VCIT

VANGUARD SCOTTSDALE FDS

1.00%

Shares11.1K

Event2026-03-31

Filed2026-05-04

STWD

STARWOOD PPTY TR INC

21.87%

Shares51.3K

Event2026-03-31

Filed2026-05-04

PLTR

PALANTIR TECHNOLOGIES INC

55.64%

Shares5.9K

Event2026-03-31

Filed2026-05-04

INVESCO QQQ TR

-0.36%

Shares1.4K

Event2026-03-31

Filed2026-05-04

CRM

SALESFORCE INC

43.52%

Shares4.3K

Event2026-03-31

Filed2026-05-04

DVY

ISHARES TR

0.00%

Shares5.2K

Event2026-03-31

Filed2026-05-04

NFLX

NETFLIX INC.

13.95%

Shares8.0K

Event2026-03-31

Filed2026-05-04

WMB

WILLIAMS COS INC

-0.89%

Shares10.3K

Event2026-03-31

Filed2026-05-04