FI
| |
FJ Investments, LLC13F | |
FJ Investments, LLC | |
Last update 2024-11-01 | 4 Stocks (0 new) |
Value $1.01 Bil | Turnover 0 % |
Portfolio Report |
FJ Investments, 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 |
---|---|---|---|---|---|---|---|---|---|---|---|---|
VOO | Vanguard S&P 500 ETF | 1,649,295 | 870283.460 | -0.34% | 86.170 | -0.27% | 0.180 | +11.55% | +21.36% | 493529.541 | ||
GOOGL | Alphabet Inc | 504,944 | 83744.990 | +0.13% | 8.290 | +0.01% | 0.000 | +6.73% | +21.81% | 2087029.120 | Interactive Media | |
BRK.B | Berkshire Hathaway Inc | 62,288 | 28668.680 | -50.00% | 2.840 | -2.47% | 0.000 | +7.58% | +24.79% | 959232.641 | Insurance | |
AMZN | Amazon.com Inc | 146,071 | 27217.410 | -50.00% | 2.700 | -2.75% | 0.000 | +23.90% | +31.30% | 2097744.696 | Retail - Cyclical |
FJ Investments, LLC's Historical Top Holdings Breakdowns
FJ Investments, 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 |
---|---|---|---|---|---|---|---|---|---|---|---|
AMZN | Amazon.com Inc | 2024-09-30 | Reduce | -2.75% | 161.02 ($182.46) 200 | $199.50 | 9.34% | Reduce -50% | 146,071 | -146,070 | |
BRK.B | Berkshire Hathaway Inc | 2024-09-30 | Reduce | -2.47% | 405.19 ($442.18) 478.57 | $445.06 | 0.65% | Reduce -50% | 62,288 | -62,287 | |
VOO | Vanguard S&P 500 ETF | 2024-09-30 | Reduce | -0.27% | 475.2 ($508.3) 527.7 | $530.10 | 4.29% | Reduce -0.34% | 1,649,295 | -5,555 | |
GOOGL | Alphabet Inc | 2024-09-30 | Add | +0.01% | 148.66 ($167.74) 191.18 | $169.74 | 1.19% | Add 0.13% | 504,944 | 642 | |
VOO | Vanguard S&P 500 ETF | 2024-06-30 | Reduce | -10.40% | 455.1 ($481.2) 504.28 | $530.10 | 10.16% | Reduce -13.03% | 1,654,850 | -248,034 | |
ACWI | iShares MSCI ACWI Index Fund | 2024-06-30 | Sold Out | -4.39% | 104.54 ($109.92) 112.83 | $118.85 | 8.12% | Sold Out | 0 | -457,202 | |
GOOGL | Alphabet Inc | 2024-06-30 | Add | +0.01% | 150.53 ($168.57) 185.41 | $169.74 | 0.69% | Add 0.11% | 504,302 | 572 | |
VOO | Vanguard S&P 500 ETF | 2024-03-31 | Reduce | -3.47% | 429.43 ($457.68) 481.35 | $530.10 | 15.82% | Reduce -8.07% | 1,902,884 | -167,010 | |
AAPL | Apple Inc | 2024-03-31 | Sold Out | -3.13% | 169 ($181.83) 195.18 | $223.45 | 22.89% | Sold Out | 0 | -342,205 | |
MSFT | Microsoft Corp | 2024-03-31 | Sold Out | -3.10% | 367.75 ($404.82) 429.37 | $411.46 | 1.64% | Sold Out | 0 | -173,453 |
FJ Investments, LLC Total Holding History ($B)
FJ Investments, LLC's Asset Allocation
FJ Investments, LLC Past Portfolios
Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
---|---|---|---|---|
Top Ranked Articles
- 1
FJ Investments, LLC's Hypothetical Growth since 2024-09-30
FJ Investments, LLC's Yearly Returns
Year | Portfolio % | % | Excess Gain % |
---|
FJ Investments, LLC's Holdings Heat Map
Size field:
FJ Investments, LLC's Holdings Bubble Chart
FJ Investments, LLC News
- 1