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WJ Wealth Management

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

Top 5 stock holdings are QUAL, CGDV, WINN, NVDA, IWY, and represent 34.34% of WJ Wealth Management's stock portfolio.
Added to shares of these 10 stocks: XYLD (+$8.5M), CLOA (+$5.6M), JPST (+$5.6M), SPMO (+$5.4M), ICSH, COWG, DAPP, FLOT, ANET, OKLO.
Started 10 new stock positions in JPST, CLOA, SPSB, OKLO, SPMO, ANET, COWG, DAPP, RKLB, ICSH.
Reduced shares in these 10 stocks: BSCS (-$6.6M), BINC, IBDT, LLY, NFLT, QQQM, QQQ, IUSV, IBMQ, IGSB.
Sold out of its positions in Arista Networks, DIS, BSCS, IGSB, IUSB, IBMQ, IBDT, MTH, MU, IHDG.
WJ Wealth Management was a net buyer of stock by $326k.
WJ Wealth Management has $290M in assets under management (AUM), dropping by 2.26%.
Central Index Key (CIK): 0001801674

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Portfolio Holdings for WJ Wealth Management

WJ Wealth Management holds 74 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Msci Usa Qlt Fct (QUAL)	8.2	$24M		134k	178.08	View chart
Capital Group Dividend Value Shs Creation Uni (CGDV)	7.8	$23M		639k	35.26	View chart
Harbor Etf Trust Long Term Grower (WINN)	7.2	$21M		767k	27.21	View chart
NVIDIA Corporation (NVDA)	5.7	$17M		123k	134.29	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	5.5	$16M		68k	235.26	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	4.5	$13M	-12%	25k	511.25	View chart
Ishares Tr Ibonds Dec2026 (IBDR)	4.3	$13M		520k	24.07	View chart
Blackrock Etf Trust Ishares Us Equit (DYNF)	4.2	$12M	+3%	236k	51.25	View chart
Ishares Tr Ibonds 27 Etf (IBDS)	4.1	$12M		499k	23.96	View chart
Blackrock Etf Trust Ii Ishares Flexible (BINC)	3.9	$11M	-24%	220k	52.02	View chart
Global X Fds S&p 500 Covered (XYLD)	3.3	$9.6M	+791%	228k	41.90	View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)	3.0	$8.8M	-19%	42k	210.45	View chart
First Tr Exchange-traded Rba Indl Etf (AIRR)	2.7	$7.8M	-2%	102k	77.04	View chart
Ishares Tr S&p 100 Etf (OEF)	2.6	$7.7M		27k	288.84	View chart
Blackrock Etf Trust Ii Ishares Aaa Clo (CLOA)	1.9	$5.6M	NEW	108k	51.77	View chart
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)	1.9	$5.6M	NEW	111k	50.37	View chart
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)	1.9	$5.4M	NEW	57k	95.01	View chart
Microsoft Corporation (MSFT)	1.9	$5.4M	-8%	13k	421.48	View chart
Amazon (AMZN)	1.8	$5.3M	-10%	24k	219.39	View chart
Ishares Tr Msci Usa Quality (GARP)	1.8	$5.1M	+4%	91k	56.25	View chart
Alphabet Cap Stk Cl C (GOOG)	1.7	$4.9M	-9%	26k	190.44	View chart
Ishares Tr Core S&p500 Etf (IVV)	1.6	$4.7M		7.9k	588.70	View chart
Apple (AAPL)	1.5	$4.5M	-6%	18k	250.42	View chart
Etfis Ser Tr I Virtus Newfleet (NFLT)	1.2	$3.5M	-50%	154k	22.45	View chart
Ishares Tr Core S&p Us Vlu (IUSV)	1.2	$3.4M	-34%	37k	92.59	View chart
Ishares Tr Ultra Short-term (ICSH)	1.1	$3.3M	NEW	66k	50.43	View chart
Pacer Fds Tr Us Lrg Cp Cash (COWG)	0.8	$2.4M	NEW	74k	32.04	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	0.8	$2.3M	-2%	45k	51.14	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.6	$1.7M		14k	128.62	View chart
Ishares Tr Ibonds Dec 26 (IBMO)	0.6	$1.6M		65k	25.46	View chart
Ishares Tr Shrt Nat Mun Etf (SUB)	0.5	$1.4M	-14%	14k	105.48	View chart
Costco Wholesale Corporation (COST)	0.5	$1.4M		1.5k	916.27	View chart
Ishares Tr Ibonds Dec 27 (IBMP)	0.5	$1.4M		55k	25.14	View chart
Vaneck Etf Trust Digi Transfrm (DAPP)	0.5	$1.3M	NEW	92k	14.37	View chart
Spdr Ser Tr Bloomberg Invt (FLRN)	0.4	$1.2M	+11%	41k	30.73	View chart
Select Sector Spdr Tr Energy (XLE)	0.4	$1.2M	-8%	14k	85.66	View chart
Vaneck Etf Trust Semiconductr Etf (SMH)	0.4	$1.1M	-6%	4.6k	242.17	View chart
Meta Platforms Cl A (META)	0.4	$1.1M	+7%	1.8k	585.51	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.4	$1.1M	-8%	1.8k	585.92	View chart
Spdr Ser Tr Aerospace Def (XAR)	0.3	$1.0M	-12%	6.1k	165.82	View chart
Ishares U S Etf Tr Short Duration B (NEAR)	0.3	$987k	-2%	20k	50.50	View chart
Ishares Tr 1 3 Yr Treas Bd (SHY)	0.3	$986k		12k	81.98	View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)	0.3	$980k		11k	87.90	View chart
Netflix (NFLX)	0.3	$954k	-19%	1.1k	891.32	View chart
Ishares Tr Expanded Tech (IGV)	0.3	$926k		9.3k	100.12	View chart
Ishares Tr Short Treas Bd (SHV)	0.3	$882k	+13%	8.0k	110.11	View chart
Broadcom (AVGO)	0.3	$872k	+6%	3.8k	231.84	View chart
Eli Lilly & Co. (LLY)	0.3	$843k	-81%	1.1k	772.00	View chart
Spdr Ser Tr Bloomberg 3-12 M (BILS)	0.3	$823k	-8%	8.3k	99.15	View chart
Ishares Tr Fltg Rate Nt Etf (FLOT)	0.3	$735k	+204%	14k	50.88	View chart
General Mills (GIS)	0.3	$727k		11k	63.77	View chart
Ishares Tr Msci Usa Esg Slc (SUSA)	0.2	$657k		5.4k	121.59	View chart
Lpl Financial Holdings (LPLA)	0.2	$653k		2.0k	326.51	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.2	$647k	-6%	9.7k	67.03	View chart
Rockwell Automation (ROK)	0.2	$594k		2.1k	285.79	View chart
Global X Fds Us Infr Dev Etf (PAVE)	0.2	$509k		13k	40.41	View chart
Kroger (KR)	0.2	$490k		8.0k	61.15	View chart
Arista Networks Com Shs (ANET)	0.2	$476k	NEW	4.3k	110.53	View chart
First Tr Exchange-traded Cap Strength Etf (FTCS)	0.2	$471k		5.4k	87.82	View chart
Oklo Com Cl A (OKLO)	0.2	$457k	NEW	22k	21.23	View chart
Invesco Exchange Traded Fd T Nasdaq Internt (PNQI)	0.2	$439k		9.4k	46.69	View chart
Ishares Tr Us Consum Discre (IYC)	0.1	$392k		4.1k	96.14	View chart
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)	0.1	$372k		6.5k	57.27	View chart
Msci (MSCI)	0.1	$360k		600.00	600.01	View chart
Taiwan Semiconductor Mfg Sponsored Ads (TSM)	0.1	$335k	+8%	1.7k	197.49	View chart
Spdr Ser Tr Portfoli S&p1500 (SPTM)	0.1	$334k		4.7k	71.43	View chart
Wisdomtree Tr Us Qtly Div Grt (DGRW)	0.1	$324k		4.0k	80.93	View chart
Vanguard Index Fds S&p 500 Etf Shs (VOO)	0.1	$319k	-6%	592.00	538.81	View chart
Advanced Micro Devices (AMD)	0.1	$247k	-45%	2.0k	120.79	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$240k		1.3k	189.30	View chart
Rocket Lab Usa (RKLB)	0.1	$235k	NEW	9.2k	25.47	View chart
Ishares Tr Ishares Biotech (IBB)	0.1	$218k		1.7k	132.21	View chart
Spdr Ser Tr Portfolio Sh Tsr (SPTS)	0.1	$212k	-17%	7.3k	29.01	View chart
Spdr Ser Tr Portfolio Short (SPSB)	0.1	$202k	NEW	6.8k	29.86	View chart

Past Filings by WJ Wealth Management

SEC 13F filings are viewable for WJ Wealth Management going back to 2019

WJ Wealth Management 2024 Q4 filed Jan. 24, 2025
WJ Wealth Management 2024 Q3 filed Nov. 1, 2024
WJ Wealth Management 2024 Q2 filed Aug. 12, 2024
WJ Wealth Management 2024 Q1 filed April 18, 2024
WJ Wealth Management 2023 Q4 filed Jan. 16, 2024
WJ Wealth Management 2023 Q3 filed Oct. 11, 2023
WJ Wealth Management 2023 Q2 filed July 12, 2023
WJ Wealth Management 2023 Q1 filed April 12, 2023
WJ Wealth Management 2022 Q4 filed Feb. 15, 2023
WJ Wealth Management 2022 Q3 filed Oct. 18, 2022
WJ Wealth Management 2022 Q2 filed Aug. 5, 2022
WJ Wealth Management 2022 Q1 filed May 13, 2022
WJ Wealth Management 2021 Q4 filed Feb. 14, 2022
WJ Wealth Management 2021 Q3 restated filed Oct. 15, 2021
WJ Wealth Management 2021 Q3 filed Oct. 13, 2021
WJ Wealth Management 2021 Q2 filed Aug. 4, 2021

View all past filings

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