4J Wealth Management

4J Wealth Management as of March 31, 2025

Portfolio Holdings for 4J Wealth Management

4J Wealth Management holds 89 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 16.3 $21M 37k 561.89
T Rowe Price Etf Floating Rate (TFLR) 6.7 $8.4M 165k 51.04
T Rowe Price Etf Cap Appreciation (TCAF) 6.4 $8.1M 252k 32.28
Berkshire Hathaway Inc Del Cl B New (BRK.B) 5.8 $7.3M 14k 532.57
Innovator Etfs Trust Laddered Alc Bfr (BUFB) 5.0 $6.3M 202k 31.42
Ishares Tr Ibonds Dec25 Etf (IBDQ) 3.5 $4.4M 176k 25.15
Ishares Tr 3 7 Yr Treas Bd (IEI) 3.2 $4.1M 34k 118.14
T Rowe Price Etf International Eq (TOUS) 3.2 $4.0M 138k 29.23
Apple (AAPL) 2.9 $3.7M 17k 222.13
NVIDIA Corporation (NVDA) 2.8 $3.5M 32k 108.38
Amazon (AMZN) 2.0 $2.5M 13k 190.26
Ishares Tr Core Div Grwth (DGRO) 1.9 $2.4M 39k 61.78
Alphabet Cap Stk Cl C (GOOG) 1.7 $2.2M 14k 156.23
T Rowe Price Etf Technology Etf (TTEQ) 1.7 $2.2M 93k 23.52
Innovator Etfs Trust Defined Wlt Shld (BALT) 1.6 $2.1M 66k 31.38
Ishares Tr 1 3 Yr Treas Bd (SHY) 1.6 $2.0M 25k 82.73
Northrop Grumman Corporation (NOC) 1.6 $2.0M 3.9k 512.01
Microsoft Corporation (MSFT) 1.5 $1.9M 5.0k 375.42
Ishares Gold Tr Ishares New (IAU) 1.4 $1.7M 30k 58.96
Mastercard Incorporated Cl A (MA) 1.2 $1.6M 2.8k 548.03
Exxon Mobil Corporation (XOM) 1.2 $1.5M 13k 118.93
T Rowe Price Etf Ultra Shrt Trm (TBUX) 1.0 $1.3M 26k 49.64
Ishares Tr Ibonds Dec2026 (IBDR) 1.0 $1.3M 52k 24.21
Ishares Tr Ibonds 25 Trm Ts (IBTF) 1.0 $1.2M 53k 23.37
Tesla Motors (TSLA) 0.9 $1.2M 4.5k 259.16
Ishares Tr Ibonds 27 Etf (IBDS) 0.8 $1.1M 45k 24.18
Ishares Tr Ishs 5-10yr Invt (IGIB) 0.8 $971k 19k 52.52
Meta Platforms Cl A (META) 0.7 $949k 1.6k 576.44
Arista Networks Com Shs (ANET) 0.7 $949k 12k 77.48
Ishares Tr Ibonds 27 Trm Ts (IBTH) 0.7 $945k 42k 22.42
Ishares Tr National Mun Etf (MUB) 0.7 $935k 8.9k 105.45
Ishares U S Etf Tr Short Maturity M (MEAR) 0.7 $895k 18k 50.24
Ishares Tr S&p 500 Grwt Etf (IVW) 0.6 $796k 8.6k 92.83
Ishares Tr 0-5yr Invt Gr Cp (SLQD) 0.6 $725k 14k 50.28
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.6 $720k 1.3k 559.39
Oracle Corporation (ORCL) 0.6 $698k 5.0k 139.81
Ishares Tr Msci Usa Min Vol (USMV) 0.5 $681k 7.3k 93.66
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.5 $659k 3.9k 170.89
Ishares Tr Ibds Dec28 Etf (IBDT) 0.5 $631k 25k 25.26
Alphabet Cap Stk Cl A (GOOGL) 0.5 $603k 3.9k 154.65
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.5 $590k 1.3k 468.85
Innovator Etfs Trust Nasdaq 100 Mana (QFLR) 0.5 $582k 22k 27.01
Spdr Gold Tr Gold Shs (GLD) 0.5 $581k 2.0k 288.14
Vanguard Index Fds Total Stk Mkt (VTI) 0.4 $557k 2.0k 274.87
Ishares U S Etf Tr Short Duration B (NEAR) 0.4 $518k 10k 50.87
TransDigm Group Incorporated (TDG) 0.4 $506k 366.00 1383.68
Ishares Tr S&p 500 Val Etf (IVE) 0.4 $470k 2.5k 190.56
Invesco Actively Managed Exc Ultra Shrt Dur (GSY) 0.4 $455k 9.1k 50.12
UnitedHealth (UNH) 0.3 $440k 840.00 523.93
Brookfield Corp Cl A Ltd Vt Sh (BN) 0.3 $437k 8.3k 52.41
Ishares Tr Us Treas Bd Etf (GOVT) 0.3 $412k 18k 22.99
Moody's Corporation (MCO) 0.3 $397k 852.00 465.42
Netflix (NFLX) 0.3 $395k 424.00 932.53
Ishares Tr Expnd Tec Sc Etf (IGM) 0.3 $391k 4.3k 90.67
Johnson & Johnson (JNJ) 0.3 $385k 2.3k 165.84
Costco Wholesale Corporation (COST) 0.3 $382k 404.00 945.78
Visa Com Cl A (V) 0.3 $378k 1.1k 350.50
Ge Aerospace Com New (GE) 0.3 $362k 1.8k 200.15
McDonald's Corporation (MCD) 0.3 $354k 1.1k 312.51
Ishares Tr Ibonds Dec 29 (IBDU) 0.3 $347k 15k 23.13
American Express Company (AXP) 0.3 $344k 1.3k 269.05
T Rowe Price Etf Us Equity Resear (TSPA) 0.3 $335k 9.5k 35.16
Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.3 $333k 3.5k 95.36
Ishares Tr Ibonds Dec 2030 (IBDV) 0.3 $327k 15k 21.72
Hilton Worldwide Holdings (HLT) 0.3 $321k 1.4k 227.55
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.3 $321k 6.9k 46.81
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.2 $312k 6.0k 52.37
Ishares Tr Ibonds 26 Trm Ts (IBTG) 0.2 $304k 13k 22.94
Abbvie (ABBV) 0.2 $292k 1.4k 209.52
Marriott Intl Cl A (MAR) 0.2 $292k 1.2k 238.20
Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $290k 5.0k 58.35
American Tower Reit (AMT) 0.2 $283k 1.3k 217.56
Lennox International (LII) 0.2 $281k 501.00 560.83
Danaher Corporation (DHR) 0.2 $278k 1.4k 204.98
Ishares Tr Core S&p Ttl Stk (ITOT) 0.2 $268k 2.2k 122.01
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.2 $268k 1.5k 173.23
Chevron Corporation (CVX) 0.2 $261k 1.6k 167.29
JPMorgan Chase & Co. (JPM) 0.2 $261k 1.1k 245.41
Atmos Energy Corporation (ATO) 0.2 $259k 1.7k 154.58
Ishares Tr Global Tech Etf (IXN) 0.2 $254k 3.4k 75.74
Innovator Etfs Trust Us Eqty Bufr Jul (BJUL) 0.2 $248k 5.8k 43.18
Ishares Tr Core S&p Scp Etf (IJR) 0.2 $239k 2.3k 104.56
Innovator Etfs Trust Us Eqt Ultra Bf (UAUG) 0.2 $237k 6.9k 34.62
Cigna Corp (CI) 0.2 $226k 687.00 329.00
Ishares Tr Msci Usa Mmentm (MTUM) 0.2 $220k 1.1k 202.11
Ishares Tr Ibonds 28 Trm Ts (IBTI) 0.2 $212k 9.5k 22.25
Paccar (PCAR) 0.2 $205k 2.1k 97.37
Ishares Tr Ibonds Dec 25 (IBMN) 0.2 $204k 7.6k 26.75
Check Point Software Tech Lt Ord (CHKP) 0.2 $202k 888.00 227.86