WJ Wealth Management

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

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Positions held by WJ Wealth Management, LLC consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for WJ Wealth Management

Companies in the WJ Wealth Management portfolio as of the September 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Invesco Qqq Tr Unit Ser 1 (QQQ) 16.5 $5.1M -84% 18k 277.84
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 12.9 $4.0M -77% 57k 70.49
Spdr Ser Tr Portfli Intrmdit (SPTI) 9.5 $2.9M -15% 88k 33.24
Ishares Tr Core S&p500 Etf (IVV) 7.1 $2.2M -64% 6.5k 336.05
Ishares Tr Us Treas Bd Etf (GOVT) 7.0 $2.2M -88% 77k 27.95
Amazon (AMZN) 6.6 $2.0M -50% 647.00 3149.92
Apple (AAPL) 4.1 $1.3M +93% 11k 115.81
Ishares Tr Msci Usa Min Vol (USMV) 3.3 $1.0M -91% 16k 63.74
Ishares Tr U.s. Cnsm Sv Etf (IYC) 3.2 $1.0M -56% 4.0k 249.94
Spdr Ser Tr Factst Inv Etf (XITK) 3.0 $922k -81% 5.5k 168.93
Ishares Tr Core S&p Ttl Stk (ITOT) 2.7 $839k -62% 11k 75.49
Ishares Tr Ibonds Dec22 Etf (IBDN) 1.7 $524k -60% 20k 25.64
Microsoft Corporation (MSFT) 1.7 $522k -48% 2.5k 210.31
Vanguard Index Fds Total Stk Mkt (VTI) 1.7 $515k -49% 3.0k 170.25

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NVIDIA Corporation (NVDA) 1.6 $489k -53% 903.00 541.53
Netflix (NFLX) 1.5 $476k -47% 952.00 500.00
First Tr Exchange-traded Cap Strength Etf (FTCS) 1.5 $460k -63% 7.3k 63.23
Square Cl A (SQ) 1.4 $443k -49% 2.7k 162.57
Invesco Exchange Traded Fd T Nasdaq Internt (PNQI) 1.3 $413k -60% 2.0k 206.50
Honeywell International (HON) 1.3 $404k -49% 2.5k 164.43
Ishares Tr Msci Usa Esg Slc (SUSA) 1.3 $401k NEW 2.7k 147.16
Ishares Tr Expanded Tech (IGV) 1.1 $355k -60% 1.1k 311.40
General Mills (GIS) 1.1 $352k -50% 5.7k 61.75
Alphabet Cap Stk Cl C (GOOG) 1.1 $331k -50% 225.00 1471.11
Ark Etf Tr Next Gnrtn Inter (ARKW) 1.1 $329k -93% 3.0k 108.58
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.9 $286k -57% 2.8k 103.81
Ishares Tr Rus 1000 Grw Etf (IWF) 0.8 $261k -50% 1.2k 216.78
Tesla Motors (TSLA) 0.8 $234k +147% 545.00 429.36
Rockwell Automation (ROK) 0.7 $230k -50% 1.0k 221.15
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 0.7 $214k -62% 5.5k 38.73
Wisdomtree Tr Cloud Computng (WCLD) 0.7 $209k -55% 4.9k 42.65

Past Filings by WJ Wealth Management

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