The Analysis of WJ Financial Advisors LLC's Holdings
Currently, WJ Financial Advisors LLC holds 108 types of securities in its portfolio with a total value $103.1M. In the most recent quarter, they have increased their positions in GLD (+15.6K shares, valued at $5.6M), AAPL (+21.3K shares, valued at $5.4M), BRK.B (+8.9K shares, valued at $4.5M); initiated new positions in GLD (+15.6K shares, valued at $5.6M), AAPL (+21.3K shares, valued at $5.4M), BRK.B (+8.9K shares, valued at $4.5M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
GLD SPDR GOLD TR15.6K sharesnew addition2025-09-302025-11-06
AAPL APPLE INC21.3K sharesnew addition2025-09-302025-11-06 BRK.B BERKSHIRE HATHAWAY INC DEL8.9K sharesnew addition2025-09-302025-11-06 SCHX SCHWAB STRATEGIC TR150.9K sharesnew addition2025-09-302025-11-06 AMZN AMAZON COM INC17.1K sharesnew addition2025-09-302025-11-06 SPY SPDR S&P 500 ETF TR5.4K sharesnew addition2025-09-302025-11-06 TLT ISHARES TR36.5K sharesnew addition2025-09-302025-11-06 PFF ISHARES TR92.9K sharesnew addition2025-09-302025-11-06 MDB MONGODB INC8.4K sharesnew addition2025-09-302025-11-06 SCHM SCHWAB STRATEGIC TR69.1K sharesnew addition2025-09-302025-11-06 SPHD INVESCO EXCH TRADED FD TR II41.0K sharesnew addition2025-09-302025-11-06 GOOG ALPHABET INC8.0K sharesnew addition2025-09-302025-11-06 COST COSTCO WHSL CORP NEW2.0K sharesnew addition2025-09-302025-11-06 JPM JPMORGAN CHASE & CO.5.9K sharesnew addition2025-09-302025-11-06 VGT VANGUARD WORLD FD2.4K sharesnew addition2025-09-302025-11-06 VCLT VANGUARD SCOTTSDALE FDS22.6K sharesnew addition2025-09-302025-11-06 SCHA SCHWAB STRATEGIC TR59.3K sharesnew addition2025-09-302025-11-06 SO SOUTHERN CO17.3K sharesnew addition2025-09-302025-11-06 SCHF SCHWAB STRATEGIC TR58.8K sharesnew addition2025-09-302025-11-06 MSFT MICROSOFT CORP2.5K sharesnew addition2025-09-302025-11-06 XLU SELECT SECTOR SPDR TR14.7K sharesnew addition2025-09-302025-11-06 CLM CORNERSTONE STRATEGIC INVEST150.9K sharesnew addition2025-09-302025-11-06 MDY SPDR S&P MIDCAP 400 ETF TR2.1K sharesnew addition2025-09-302025-11-06 JNJ JOHNSON & JOHNSON6.3K sharesnew addition2025-09-302025-11-06 LDP COHEN & STEERS LTD DURATION52.7K sharesnew addition2025-09-302025-11-06 AES AES CORP84.0K sharesnew addition2025-09-302025-11-06 TYG TORTOISE ENERGY INFRA CORP24.0K sharesnew addition2025-09-302025-11-06 XLK SELECT SECTOR SPDR TR3.7K sharesnew addition2025-09-302025-11-06 KMI KINDER MORGAN INC DEL35.6K sharesnew addition2025-09-302025-11-06 SAND SANDSTORM GOLD LTD79.9K sharesnew addition2025-09-302025-11-06 SCHE SCHWAB STRATEGIC TR29.8K sharesnew addition2025-09-302025-11-06 VCIT VANGUARD SCOTTSDALE FDS11.3K sharesnew addition2025-09-302025-11-06 SLV ISHARES SILVER TR21.3K sharesnew addition2025-09-302025-11-06 BLK BLACKROCK INC750 sharesnew addition2025-09-302025-11-06 RVT ROYCE SMALL CAP TRUST INC53.8K sharesnew addition2025-09-302025-11-06 NFLX NETFLIX INC695 sharesnew addition2025-09-302025-11-06 META META PLATFORMS INC1.1K sharesnew addition2025-09-302025-11-06 SCHZ SCHWAB STRATEGIC TR34.1K sharesnew addition2025-09-302025-11-06 VO VANGUARD INDEX FDS2.6K sharesnew addition2025-09-302025-11-06 KDP KEURIG DR PEPPER INC29.8K sharesnew addition2025-09-302025-11-06 DVY ISHARES TR5.2K sharesnew addition2025-09-302025-11-06 GE GE AEROSPACE2.4K sharesnew addition2025-09-302025-11-06 PLTR PALANTIR TECHNOLOGIES INC3.9K sharesnew addition2025-09-302025-11-06 CRM SALESFORCE INC3.0K sharesnew addition2025-09-302025-11-06 AGNC AGNC INVT CORP70.6K sharesnew addition2025-09-302025-11-06 PEP PEPSICO INC4.8K sharesnew addition2025-09-302025-11-06 VB VANGUARD INDEX FDS2.7K sharesnew addition2025-09-302025-11-06 CAT CATERPILLAR INC1.4K sharesnew addition2025-09-302025-11-06 WMB WILLIAMS COS INC10.4K sharesnew addition2025-09-302025-11-06 TRV TRAVELERS COMPANIES INC2.3K sharesnew addition2025-09-302025-11-06 SNPS SYNOPSYS INC1.3K sharesnew addition2025-09-302025-11-06 IJS ISHARES TR5.6K sharesnew addition2025-09-302025-11-06 VCSH VANGUARD SCOTTSDALE FDS7.7K sharesnew addition2025-09-302025-11-06 QQQ INVESCO QQQ TR1.0K sharesnew addition2025-09-302025-11-06 REGN REGENERON PHARMACEUTICALS1.0K sharesnew addition2025-09-302025-11-06 AMD ADVANCED MICRO DEVICES INC3.5K sharesnew addition2025-09-302025-11-06 ABBV ABBVIE INC2.4K sharesnew addition2025-09-302025-11-06 EPD ENTERPRISE PRODS PARTNERS L16.9K sharesnew addition2025-09-302025-11-06 AER AERCAP HOLDINGS NV4.3K sharesnew addition2025-09-302025-11-06 ALE ALLETE INC7.8K sharesnew addition2025-09-302025-11-06 XLV SELECT SECTOR SPDR TR3.7K sharesnew addition2025-09-302025-11-06 EWW ISHARES INC7.4K sharesnew addition2025-09-302025-11-06 XLP SELECT SECTOR SPDR TR6.3K sharesnew addition2025-09-302025-11-06 KMB KIMBERLY-CLARK CORP4.0K sharesnew addition2025-09-302025-11-06 BAC BANK AMERICA CORP9.5K sharesnew addition2025-09-302025-11-06 GEV GE VERNOVA INC785 sharesnew addition2025-09-302025-11-06 STWD STARWOOD PPTY TR INC23.9K sharesnew addition2025-09-302025-11-06 IVV ISHARES TR664 sharesnew addition2025-09-302025-11-06 CAVA CAVA GROUP INC7.2K sharesnew addition2025-09-302025-11-06 IWV ISHARES TR1.1K sharesnew addition2025-09-302025-11-06 VTI VANGUARD INDEX FDS1.3K sharesnew addition2025-09-302025-11-06 TRGP TARGA RES CORP2.4K sharesnew addition2025-09-302025-11-06 XOM EXXON MOBIL CORP3.4K sharesnew addition2025-09-302025-11-06 IBM INTERNATIONAL BUSINESS MACHS1.4K sharesnew addition2025-09-302025-11-06 RTX RTX CORPORATION2.2K sharesnew addition2025-09-302025-11-06 EWA ISHARES INC13.8K sharesnew addition2025-09-302025-11-06 ABT ABBOTT LABS2.7K sharesnew addition2025-09-302025-11-06 VNM VANECK ETF TRUST20.4K sharesnew addition2025-09-302025-11-06 VTIP VANGUARD MALVERN FDS7.1K sharesnew addition2025-09-302025-11-06 VGSH VANGUARD SCOTTSDALE FDS6.0K sharesnew addition2025-09-302025-11-06 KVUE KENVUE INC21.5K sharesnew addition2025-09-302025-11-06 SCHP SCHWAB STRATEGIC TR12.6K sharesnew addition2025-09-302025-11-06 ONON ON HLDG AG7.4K sharesnew addition2025-09-302025-11-06 VGLT VANGUARD SCOTTSDALE FDS5.4K sharesnew addition2025-09-302025-11-06 PFE PFIZER INC11.7K sharesnew addition2025-09-302025-11-06 D DOMINION ENERGY INC4.8K sharesnew addition2025-09-302025-11-06 EOG EOG RES INC2.6K sharesnew addition2025-09-302025-11-06 PG PROCTER AND GAMBLE CO1.9K sharesnew addition2025-09-302025-11-06 KHC KRAFT HEINZ CO11.0K sharesnew addition2025-09-302025-11-06 CEF SPROTT ASSET MANAGEMENT LP7.8K sharesnew addition2025-09-302025-11-06 NVO NOVO-NORDISK A S5.1K sharesnew addition2025-09-302025-11-06 UNH UNITEDHEALTH GROUP INC808 sharesnew addition2025-09-302025-11-06 CVX CHEVRON CORP NEW1.8K sharesnew addition2025-09-302025-11-06 ORI OLD REP INTL CORP6.3K sharesnew addition2025-09-302025-11-06 NEE NEXTERA ENERGY INC3.5K sharesnew addition2025-09-302025-11-06 VEA VANGUARD TAX-MANAGED FDS4.4K sharesnew addition2025-09-302025-11-06 DXJ WISDOMTREE TR2.0K sharesnew addition2025-09-302025-11-06 MDT MEDTRONIC PLC2.7K sharesnew addition2025-09-302025-11-06 V VISA INC724 sharesnew addition2025-09-302025-11-06 TIP ISHARES TR2.1K sharesnew addition2025-09-302025-11-06 PFN PIMCO INCOME STRATEGY FD II30.9K sharesnew addition2025-09-302025-11-06 XLE SELECT SECTOR SPDR TR2.5K sharesnew addition2025-09-302025-11-06 VIG VANGUARD SPECIALIZED FUNDS1.0K sharesnew addition2025-09-302025-11-06 VTV VANGUARD INDEX FDS1.1K sharesnew addition2025-09-302025-11-06 EWU ISHARES TR5.1K sharesnew addition2025-09-302025-11-06 SOXS DIREXION SHS ETF TR34.3K sharesnew addition2025-09-302025-11-06 GLO CLOUGH GLOBAL OPPORTUNITIES23.6K sharesnew addition2025-09-302025-11-06 SANA SANA BIOTECHNOLOGY INC12.0K sharesnew addition2025-09-302025-11-06 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available