4J Wealth Management

4J Wealth Management as of Dec. 31, 2024

Portfolio Holdings for 4J Wealth Management

4J Wealth Management holds 84 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 Core S&p500 Etf (IVV) 16.2 $20M 34k 588.68
Ishares Tr Core Div Grwth (DGRO) 8.5 $11M 171k 61.34
T Rowe Price Etf Cap Appreciation (TCAF) 6.7 $8.2M 247k 33.27
T Rowe Price Etf Floating Rate (TFLR) 6.1 $7.6M 147k 51.69
Berkshire Hathaway Inc Del Cl B New (BRK.B) 5.1 $6.3M 14k 453.27
NVIDIA Corporation (NVDA) 4.6 $5.7M 42k 134.29
Innovator Etfs Trust Laddered Alc Bfr (BUFB) 3.6 $4.5M 139k 32.30
Apple (AAPL) 3.3 $4.1M 16k 250.42
Ishares Tr 3 7 Yr Treas Bd (IEI) 3.0 $3.7M 32k 115.55
Amazon (AMZN) 2.2 $2.7M 13k 219.38
Alphabet Cap Stk Cl C (GOOG) 2.2 $2.7M 14k 190.44
Ishares Tr Global Tech Etf (IXN) 1.8 $2.2M 26k 84.75
Ishares Tr 1 3 Yr Treas Bd (SHY) 1.6 $2.0M 25k 81.98
Microsoft Corporation (MSFT) 1.5 $1.9M 4.5k 421.54
Tesla Motors (TSLA) 1.5 $1.8M 4.5k 403.84
Ishares Tr Ibonds Dec25 Etf (IBDQ) 1.5 $1.8M 72k 25.05
Northrop Grumman Corporation (NOC) 1.4 $1.8M 3.8k 469.29
Mastercard Incorporated Cl A (MA) 1.2 $1.5M 2.8k 526.66
Ishares Gold Tr Ishares New (IAU) 1.2 $1.5M 30k 49.51
Exxon Mobil Corporation (XOM) 1.1 $1.4M 13k 107.57
Arista Networks Com Shs (ANET) 1.1 $1.4M 12k 110.53
Ishares Tr Ibonds Dec2026 (IBDR) 1.0 $1.3M 52k 24.07
Ishares Tr Ibonds 27 Etf (IBDS) 1.0 $1.2M 49k 23.96
Ishares Tr Ibonds 25 Trm Ts (IBTF) 0.8 $1.0M 45k 23.32
Ishares Tr Ishs 5-10yr Invt (IGIB) 0.8 $975k 19k 51.51
Ishares Tr National Mun Etf (MUB) 0.8 $950k 8.9k 106.56
Ishares Tr Ibonds 27 Trm Ts (IBTH) 0.8 $934k 42k 22.20
Meta Platforms Cl A (META) 0.7 $904k 1.5k 585.58
Ishares U S Etf Tr Short Maturity M (MEAR) 0.7 $889k 18k 49.95
Ishares Tr S&p 500 Grwt Etf (IVW) 0.7 $861k 8.5k 101.53
Oracle Corporation (ORCL) 0.7 $832k 5.0k 166.64
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.6 $754k 1.3k 586.08
Ishares Tr 0-5yr Invt Gr Cp (SLQD) 0.6 $717k 14k 49.74
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.6 $696k 3.9k 178.08
Alphabet Cap Stk Cl A (GOOGL) 0.5 $661k 3.5k 189.31
Ishares Tr Msci Usa Min Vol (USMV) 0.5 $645k 7.3k 88.79
Innovator Etfs Trust Nasdaq 100 Mana (QFLR) 0.5 $630k 22k 29.24
Vanguard Index Fds Total Stk Mkt (VTI) 0.5 $587k 2.0k 289.81
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.5 $578k 1.1k 511.14
Spdr Gold Tr Gold Shs (GLD) 0.4 $524k 2.2k 242.13
Ishares U S Etf Tr Short Duration B (NEAR) 0.4 $515k 10k 50.50
Ishares Tr Ibds Dec28 Etf (IBDT) 0.4 $514k 21k 24.90
Brookfield Corp Cl A Ltd Vt Sh (BN) 0.4 $480k 8.4k 57.45
Ishares Tr S&p 500 Val Etf (IVE) 0.4 $470k 2.5k 190.86
TransDigm Group Incorporated (TDG) 0.4 $469k 370.00 1267.64
T Rowe Price Etf Ultra Shrt Trm (TBUX) 0.4 $469k 9.5k 49.57
Invesco Actively Managed Exc Ultra Shrt Dur (GSY) 0.4 $455k 9.1k 50.11
Ishares Tr Ibonds 26 Trm Ts (IBTG) 0.4 $452k 20k 22.81
Ishares Tr Expnd Tec Sc Etf (IGM) 0.4 $440k 4.3k 102.09
Ishares Tr Us Treas Bd Etf (GOVT) 0.3 $423k 18k 22.98
Moody's Corporation (MCO) 0.3 $405k 854.00 473.63
Ishares Tr Ibonds Dec 25 (IBMN) 0.3 $393k 15k 26.62
Johnson & Johnson (JNJ) 0.3 $387k 2.7k 144.62
Netflix (NFLX) 0.3 $380k 426.00 891.32
American Express Company (AXP) 0.3 $379k 1.3k 296.79
Costco Wholesale Corporation (COST) 0.3 $372k 406.00 916.27
UnitedHealth (UNH) 0.3 $349k 690.00 506.07
Ishares Tr Ibonds Dec 29 (IBDU) 0.3 $342k 15k 22.80
Hilton Worldwide Holdings (HLT) 0.3 $338k 1.4k 247.16
Marriott Intl Cl A (MAR) 0.3 $329k 1.2k 278.94
Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.3 $322k 3.5k 92.44
Ishares Tr Ibonds Dec 2030 (IBDV) 0.3 $322k 15k 21.36
McDonald's Corporation (MCD) 0.3 $317k 1.1k 290.02
Ishares Tr Core S&p Mcp Etf (IJH) 0.3 $314k 5.0k 62.31
Visa Com Cl A (V) 0.2 $308k 974.00 316.06
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.2 $308k 6.0k 51.70
Ge Aerospace Com New (GE) 0.2 $306k 1.8k 166.79
Lennox International (LII) 0.2 $305k 501.00 609.30
Ishares Tr Core S&p Ttl Stk (ITOT) 0.2 $286k 2.2k 128.62
Ishares Tr Core S&p Scp Etf (IJR) 0.2 $273k 2.4k 115.22
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.2 $271k 1.5k 175.23
Danaher Corporation (DHR) 0.2 $267k 1.2k 229.52
Innovator Etfs Trust Us Eqty Bufr Jul (BJUL) 0.2 $256k 5.8k 44.56
Innovator Etfs Trust Us Eqt Ultra Bf (UAUG) 0.2 $243k 6.9k 35.51
Abbvie (ABBV) 0.2 $241k 1.4k 177.70
Atmos Energy Corporation (ATO) 0.2 $233k 1.7k 139.27
American Tower Reit (AMT) 0.2 $229k 1.3k 183.40
Chevron Corporation (CVX) 0.2 $226k 1.6k 144.84
Ishares Tr Msci Usa Mmentm (MTUM) 0.2 $225k 1.1k 206.85
Ishares Tr Ibonds Dec 26 (IBMO) 0.2 $223k 8.7k 25.46
JPMorgan Chase & Co. (JPM) 0.2 $223k 928.00 239.77
Paccar (PCAR) 0.2 $218k 2.1k 104.02
Texas Instruments Incorporated (TXN) 0.2 $206k 1.1k 187.54
Innovator Etfs Trust Laderd Alctn Pwr (BUFF) 0.2 $205k 4.6k 44.91