WJ Interests

Latest statistics and disclosures from WJ Interests's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are NTSX, VT, RSSB, NTSI, AVEM, and represent 72.23% of WJ Interests's stock portfolio.
  • Added to shares of these 10 stocks: VT, RSSB, NTSX, NTSI, AVLV, JPM, ROMO, AVEM, VHT, AVUV.
  • Started 3 new stock positions in RSST, JPM, VHT.
  • Reduced shares in these 2 stocks: MINT, TYA.
  • WJ Interests was a net buyer of stock by $9.2M.
  • WJ Interests has $201M in assets under management (AUM), dropping by 5.96%.
  • Central Index Key (CIK): 0001727642

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Portfolio Holdings for WJ Interests

WJ Interests holds 15 positions in its portfolio as reported in the June 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Wisdomtree Tr Us Efficient Cor (NTSX) 19.7 $40M +2% 900k 43.91
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Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 16.7 $34M +6% 298k 112.63
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Tidal Tr Ii Ret Stckd Gl Stk (RSSB) 14.3 $29M +4% 1.3M 22.69
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Wisdomtree Tr Internationl Efi (NTSI) 13.3 $27M +4% 732k 36.41
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American Centy Etf Tr Avantis Emgmkt (AVEM) 8.3 $17M +3% 272k 61.09
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Strategy Newfound Reslv (ROMO) 7.0 $14M +4% 471k 29.94
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American Centy Etf Tr Us Large Cap Vlu (AVLV) 6.3 $13M +6% 202k 62.84
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American Centy Etf Tr Us Sml Cp Valu (AVUV) 5.2 $11M +4% 117k 89.72
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Simplify Exchange Traded Fun Intmd Term Trsry (TYA) 4.1 $8.3M -2% 642k 12.95
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Simplify Exchange Traded Fun Short Term Trea (TUA) 3.2 $6.4M +3% 302k 21.32
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Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 1.0 $1.9M -9% 19k 100.65
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JPMorgan Chase & Co. (JPM) 0.4 $708k NEW 3.5k 202.26
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Vanguard World Health Car Etf (VHT) 0.2 $450k NEW 1.7k 266.00
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Microsoft Corporation (MSFT) 0.2 $446k 997.00 446.95
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Tidal Tr Ii Return Stckd Us (RSST) 0.1 $231k NEW 9.4k 24.51
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Past Filings by WJ Interests

SEC 13F filings are viewable for WJ Interests going back to 2022