4W

4J Wealth Management LLC

13F
4J Wealth Management LLC
Last update 2024-11-01 88 Stocks (3 new)
Value $129.00 Mil Turnover 3 %
Countries:
Top Holdings: IVV(15.18%)DGRO(7.73%)GOVT(5.78%)TCAF(5.67%)TFLR(5.55%)
Portfolio Report
Summary Stock Picks Current Portfolio
4J Wealth Management LLC Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
IVV 		iShares Core S&P 500 ETF
33,975
19597.340
+1.78%
15.180
+0.26%
0.000
+11.39%
+21.32%
545905.122
 
DGRO 		iShares Core Dividend Growth ETF
159,265
9984.320
+0.36%
7.730
+0.03%
0.030
+7.90%
+15.96%
30270.044
 
GOVT 		iShares U.S. Treasury Bond ETF
318,402
7466.540
+0.39%
5.780
+0.02%
0.030
-2.46%
-1.11%
28728.573
 
TCAF 		T. Rowe Price Capital Appreciation Equity ETF
220,322
7325.690
+3.22%
5.670
+0.18%
-
+8.96%
+20.16%
1500.640
 
TFLR 		T. Rowe Price Floating Rate ETF
138,766
7164.500
+14.10%
5.550
+0.69%
4.170
+1.02%
+0.16%
171.766
 
BRK.B 		Berkshire Hathaway Inc
14,332
6596.350
-0.91%
5.110
-0.04%
0.000
+7.58%
+24.79%
959232.641
Insurance
NVDA 		NVIDIA Corp
42,406
5149.780
-1.23%
3.990
-0.05%
0.000
+39.30%
+182.58%
3431992.300
Semiconductors
BUFB 		Innovator Laddered Allocation Buffer ETF
130,869
4132.920
+6.55%
3.200
+0.20%
2.530
+7.71%
+14.81%
165.724
 
AAPL 		Apple Inc
16,496
3843.530
-0.02%
2.980
0%
0.000
+6.90%
+16.50%
3377630.649
Hardware
IBTE 		iShares iBonds Dec 2024 Term Treasury ETF
159,235
3821.630
-1.05%
2.960
-0.03%
0.210
-0.04%
+0.21%
1788.513
 

4J Wealth Management LLC's Historical Top Holdings Breakdowns

4J Wealth Management LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
TFLR 		T. Rowe Price Floating Rate ETF2024-09-30Add
+0.69%
●
51.13 ($51.65) 51.99
$51.65
0%
Add 14.1%
138,766
17,143
LQD 		iShares iBoxx USD Investment Grade Corporate Bond ETF2024-09-30New Buy
+0.49%
●
106.11 ($110.63) 113.72
$109.33
-1.18%
New holding
5,653
5,653
IVV 		iShares Core S&P 500 ETF2024-09-30Add
+0.26%
●
520.18 ($556.01) 576.82
$579.45
4.22%
Add 1.78%
33,975
593
XRAY 		Dentsply Sirona Inc2024-09-30Sold Out
-0.24%
●
23.63 ($25.53) 27.54
$23.39
-8.38%
Sold Out
0
-11,646
BUFB 		Innovator Laddered Allocation Buffer ETF2024-09-30Add
+0.20%
●
29.59 ($30.89) 31.63
$31.87
3.17%
Add 6.55%
130,869
8,041
ATO 		Atmos Energy Corp2024-09-30New Buy
+0.18%
●
114.08 ($128.48) 138.71
$137.98
7.39%
New holding
1,673
1,673
TCAF 		T. Rowe Price Capital Appreciation Equity ETF2024-09-30Add
+0.18%
●
30.45 ($32.04) 33.25
$33.20
3.62%
Add 3.22%
220,322
6,883
NEE 		NextEra Energy Inc2024-09-30New Buy
+0.17%
●
69.9 ($78.04) 84.97
$78.65
0.78%
New holding
2,571
2,571
SLQD 		iShares 0-5 Year Investment Grade Corporate Bond E2024-09-30Reduce
-0.12%
●
49.07 ($49.89) 50.46
$49.83
-0.12%
Reduce -16.65%
15,316
-3,059
QQQ 		INVESCO QQQ Trust2024-09-30Add
+0.11%
●
434.77 ($473.23) 502.96
$492.21
4.01%
Add 36.14%
1,130
300

4J Wealth Management LLC Total Holding History ($B)

To

4J Wealth Management LLC's Asset Allocation

To

4J Wealth Management LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

4J Wealth Management LLC's Hypothetical Growth since 2024-09-30

4J Wealth Management LLC's Yearly Returns

Year Portfolio % % Excess Gain %

4J Wealth Management LLC's Holdings Heat Map

Size field:

4J Wealth Management LLC's Holdings Bubble Chart

4J Wealth Management LLC News

  • 1

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