The Analysis of WJ Wealth Management, LLC's Holdings
Currently, WJ Wealth Management, LLC holds 94 types of securities in its portfolio with a total value $332.4M. In the most recent quarter, they have increased their positions in BINC (+332.0K shares, valued at $17.7M), FLXR (+327.0K shares, valued at $13.0M), CGGR (+181.5K shares, valued at $8.0M); decreased their positions in SHY (-201.9K shares, valued at $16.8M), QUAL (-60.2K shares, valued at $11.7M), FSIG (-222.1K shares, valued at $4.3M); initiated new positions in CGGR (+181.5K shares, valued at $8.0M), PYLD (+231.5K shares, valued at $6.2M), SPBC (+61.5K shares, valued at $2.8M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
JPST J P MORGAN EXCHANGE TRADED F530.1K shares11.11%2025-09-302025-11-17
FLXR TCW ETF TRUST553.6K shares144.33%2025-09-302025-11-17 CGDV CAPITAL GROUP DIVIDEND VALUE522.7K shares9.85%2025-09-302025-11-17 BINC BLACKROCK ETF TRUST II358.4K shares1255.21%2025-09-302025-11-17 NVDA NVIDIA CORPORATION95.6K shares0.03%2025-09-302025-11-17 WINN HARBOR ETF TRUST552.9K shares-2.40%2025-09-302025-11-17 CGIE CAPITAL GROUP INTERNATIONAL400.2K shares15.78%2025-09-302025-11-17 QQQ INVESCO QQQ TR21.8K shares-0.65%2025-09-302025-11-17 SPMO INVESCO EXCH TRADED FD TR II93.1K shares19.01%2025-09-302025-11-17 SHLD GLOBAL X FDS150.4K shares3.52%2025-09-302025-11-17 GLTR ABRDN PRECIOUS METALS BASKET60.4K shares20.02%2025-09-302025-11-17 PWRD TCW ETF TRUST89.6K shares7.10%2025-09-302025-11-17 QQQM INVESCO EXCH TRADED FD TR II34.8K shares-3.66%2025-09-302025-11-17 IWY ISHARES TR29.5K shares-1.09%2025-09-302025-11-17 CGGR CAPITAL GROUP GROWTH ETF181.5K sharesnew addition2025-09-302025-11-17 COWG PACER FDS TR196.6K shares16.10%2025-09-302025-11-17 QUAL ISHARES TR32.1K shares-65.24%2025-09-302025-11-17 PYLD PIMCO ETF TR231.5K sharesnew addition2025-09-302025-11-17 IDMO INVESCO EXCH TRADED FD TR II110.9K shares119.30%2025-09-302025-11-17 IBDS ISHARES TR238.1K shares0.63%2025-09-302025-11-17 AMZN AMAZON COM INC21.5K shares-0.93%2025-09-302025-11-17 IVV ISHARES TR6.9K shares-0.42%2025-09-302025-11-17 GARP ISHARES TR67.5K shares-30.14%2025-09-302025-11-17 GOOG ALPHABET INC17.8K shares0.02%2025-09-302025-11-17 MSFT MICROSOFT CORP8.0K shares-1.51%2025-09-302025-11-17 IUSV ISHARES TR33.9K shares-3.40%2025-09-302025-11-17 AAPL APPLE INC11.9K shares-1.76%2025-09-302025-11-17 OEF ISHARES TR8.7K shares0.00%2025-09-302025-11-17 SPBC SIMPLIFY EXCHANGE TRADED FUN61.5K sharesnew addition2025-09-302025-11-17 OKLO OKLO INC22.9K shares6.74%2025-09-302025-11-17 SPYV SPDR SERIES TRUST36.5K shares-4.78%2025-09-302025-11-17 SHY ISHARES TR23.3K shares-89.67%2025-09-302025-11-17 ARKX ARK ETF TR63.8K shares247.86%2025-09-302025-11-17 NLR VANECK ETF TRUST13.4K shares130.38%2025-09-302025-11-17 QTUM ETF SER SOLUTIONS16.6K shares28.30%2025-09-302025-11-17 ITOT ISHARES TR11.9K shares-0.91%2025-09-302025-11-17 COST COSTCO WHSL CORP NEW1.7K shares-6.59%2025-09-302025-11-17 XAR SPDR SERIES TRUST6.1K shares0.00%2025-09-302025-11-17 TSM TAIWAN SEMICONDUCTOR MFG LTD5.1K shares9.73%2025-09-302025-11-17 IBMP ISHARES TR52.8K shares0.00%2025-09-302025-11-17 AVGO BROADCOM INC4.1K shares-1.46%2025-09-302025-11-17 SUB ISHARES TR12.1K shares-3.97%2025-09-302025-11-17 IBMQ ISHARES TR48.3K shares23.23%2025-09-302025-11-17 SMH VANECK ETF TRUST3.8K shares0.00%2025-09-302025-11-17 NEAR ISHARES U S ETF TR23.6K shares0.00%2025-09-302025-11-17 IGV ISHARES TR9.8K shares0.00%2025-09-302025-11-17 META META PLATFORMS INC1.5K shares0.94%2025-09-302025-11-17 FLRN SPDR SERIES TRUST34.3K shares-21.34%2025-09-302025-11-17 SPY SPDR S&P 500 ETF TR1.5K shares-3.44%2025-09-302025-11-17 SPYG SPDR SERIES TRUST9.5K shares-0.32%2025-09-302025-11-17 DYNF BLACKROCK ETF TRUST16.0K shares-72.55%2025-09-302025-11-17 PLTR PALANTIR TECHNOLOGIES INC5.1K shares60.75%2025-09-302025-11-17 LLY ELI LILLY & CO1.2K shares19.76%2025-09-302025-11-17 JPLD J P MORGAN EXCHANGE TRADED F14.5K sharesnew addition2025-09-302025-11-17 GE GE AEROSPACE2.5K sharesnew addition2025-09-302025-11-17 SUSA ISHARES TR5.4K shares0.00%2025-09-302025-11-17 ROK ROCKWELL AUTOMATION INC2.1K shares0.00%2025-09-302025-11-17 SPHQ INVESCO EXCHANGE TRADED FD T9.7K shares0.00%2025-09-302025-11-17 RKLB ROCKET LAB CORP14.4K shares9.91%2025-09-302025-11-17 IBDT ISHARES TR26.8K shares44.09%2025-09-302025-11-17 LPLA LPL FINL HLDGS INC2.0K shares0.00%2025-09-302025-11-17 GIS GENERAL MLS INC11.4K shares0.00%2025-09-302025-11-17 KR KROGER CO8.0K shares0.00%2025-09-302025-11-17 PNQI INVESCO EXCHANGE TRADED FD T8.5K shares0.00%2025-09-302025-11-17 FTCS FIRST TR EXCHANGE-TRADED FD5.0K shares-5.69%2025-09-302025-11-17 NFLX NETFLIX INC364 shares-4.71%2025-09-302025-11-17 IYC ISHARES TR3.9K shares0.00%2025-09-302025-11-17 IAU ISHARES GOLD TR5.1K shares0.75%2025-09-302025-11-17 JQUA J P MORGAN EXCHANGE TRADED F5.8K shares-6.30%2025-09-302025-11-17 SPTM SPDR SERIES TRUST4.4K shares0.00%2025-09-302025-11-17 DGRW WISDOMTREE TR4.0K shares0.00%2025-09-302025-11-17 TSLA TESLA INC800 shares-25.93%2025-09-302025-11-17 MSCI MSCI INC600 shares0.00%2025-09-302025-11-17 MU MICRON TECHNOLOGY INC1.8K sharesnew addition2025-09-302025-11-17 ORCL ORACLE CORP1.1K shares0.00%2025-09-302025-11-17 BILS SPDR SERIES TRUST3.0K shares-71.97%2025-09-302025-11-17 GOOGL ALPHABET INC1.2K shares-1.31%2025-09-302025-11-17 CRCL CIRCLE INTERNET GROUP INC2.2K sharesnew addition2025-09-302025-11-17 IYF ISHARES TR2.3K shares0.00%2025-09-302025-11-17 BA BOEING CO1.2K shares0.00%2025-09-302025-11-17 GLD SPDR GOLD TR728 shares0.00%2025-09-302025-11-17 SPSB SPDR SERIES TRUST8.4K shares-19.27%2025-09-302025-11-17 IBDU ISHARES TR10.8K sharesnew addition2025-09-302025-11-17 AMD ADVANCED MICRO DEVICES INC1.5K shares0.00%2025-09-302025-11-17 CRWD CROWDSTRIKE HLDGS INC500 shares-8.42%2025-09-302025-11-17 VOO VANGUARD INDEX FDS394 shares-2.48%2025-09-302025-11-17 KTOS KRATOS DEFENSE & SEC SOLUTIO2.6K sharesnew addition2025-09-302025-11-17 IBB ISHARES TR1.6K shares0.00%2025-09-302025-11-17 XLE SELECT SECTOR SPDR TR2.6K shares-10.17%2025-09-302025-11-17 IWF ISHARES TR480 shares0.00%2025-09-302025-11-17 FLOT ISHARES TR4.4K shares0.00%2025-09-302025-11-17 ARM ARM HOLDINGS PLC1.6K shares0.00%2025-09-302025-11-17 FSIG FIRST TR EXCHANGE-TRADED FD11.3K shares-95.17%2025-09-302025-11-17 HON HONEYWELL INTL INC1.0K shares0.00%2025-09-302025-11-17 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available