4J Wealth Management

4J Wealth Management as of June 30, 2025

Portfolio Holdings for 4J Wealth Management

4J Wealth Management holds 94 positions in its portfolio as reported in the June 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 15.7 $23M 38k 620.90
T Rowe Price Etf International Eq (TOUS) 10.0 $15M 458k 32.37
T Rowe Price Etf Floating Rate (TFLR) 6.2 $9.2M 178k 51.43
T Rowe Price Etf Cap Appreciation (TCAF) 6.1 $9.0M 255k 35.28
Berkshire Hathaway Inc Del Cl B New (BRK.B) 4.5 $6.6M 14k 485.76
Innovator Etfs Trust Defined Wlt Shld (BALT) 3.3 $4.9M 154k 32.08
Ishares Tr Ibonds Dec25 Etf (IBDQ) 2.9 $4.3M 171k 25.18
NVIDIA Corporation (NVDA) 2.9 $4.3M 27k 157.99
Ishares Tr 3 7 Yr Treas Bd (IEI) 2.8 $4.1M 34k 119.09
Apple (AAPL) 2.3 $3.4M 17k 205.17
Amazon (AMZN) 2.0 $2.9M 13k 219.38
T Rowe Price Etf Technology Etf (TTEQ) 1.9 $2.8M 98k 29.07
Blackrock Etf Trust Ishares Us Equit (DYNF) 1.9 $2.8M 52k 54.46
Microsoft Corporation (MSFT) 1.7 $2.5M 5.1k 497.36
Alphabet Cap Stk Cl C (GOOG) 1.7 $2.5M 14k 177.39
Ishares Tr Core Div Grwth (DGRO) 1.7 $2.5M 39k 63.94
Ishares Tr 1 3 Yr Treas Bd (SHY) 1.4 $2.0M 24k 82.86
Northrop Grumman Corporation (NOC) 1.3 $1.9M 3.8k 499.98
Ishares Gold Tr Ishares New (IAU) 1.3 $1.9M 30k 62.36
Mastercard Incorporated Cl A (MA) 1.1 $1.6M 2.8k 561.87
Tesla Motors (TSLA) 1.0 $1.4M 4.5k 317.66
Ishares Tr Ibonds Dec2026 (IBDR) 1.0 $1.4M 58k 24.25
Exxon Mobil Corporation (XOM) 0.9 $1.4M 13k 107.80
T Rowe Price Etf Ultra Shrt Trm (TBUX) 0.9 $1.4M 27k 49.74
Arista Networks Com Shs (ANET) 0.8 $1.3M 12k 102.31
Ishares Tr Ibonds 25 Trm Ts (IBTF) 0.8 $1.2M 53k 23.36
Meta Platforms Cl A (META) 0.8 $1.2M 1.6k 738.21
Ishares Tr Ibonds 27 Etf (IBDS) 0.8 $1.1M 47k 24.27
Oracle Corporation (ORCL) 0.7 $1.1M 5.0k 218.63
Ishares Tr S&p 500 Grwt Etf (IVW) 0.6 $932k 8.5k 110.10
Ishares Tr Ishs 5-10yr Invt (IGIB) 0.6 $923k 17k 53.29
Ishares U S Etf Tr Short Maturity M (MEAR) 0.6 $896k 18k 50.27
Harbor Etf Trust Harbor Commodity (HGER) 0.6 $873k 36k 24.29
Ishares Tr National Mun Etf (MUB) 0.6 $871k 8.3k 104.49
Innovator Etfs Trust Laddered Alc Bfr (BUFB) 0.6 $866k 26k 33.88
Ishares Tr Ibonds 27 Trm Ts (IBTH) 0.6 $859k 38k 22.49
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.5 $795k 1.3k 617.85
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.5 $728k 1.3k 551.56
Ishares Tr Ibds Dec28 Etf (IBDT) 0.5 $717k 28k 25.42
Ishares Tr 0-5yr Invt Gr Cp (SLQD) 0.5 $716k 14k 50.59
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.5 $696k 3.8k 182.82
Innovator Etfs Trust Nasdaq 100 Mana (QFLR) 0.4 $643k 22k 29.84
Alphabet Cap Stk Cl A (GOOGL) 0.4 $636k 3.6k 176.25
Ishares Tr Msci Usa Min Vol (USMV) 0.4 $634k 6.8k 93.88
Vanguard Index Fds Total Stk Mkt (VTI) 0.4 $616k 2.0k 303.97
Spdr Gold Tr Gold Shs (GLD) 0.4 $607k 2.0k 304.83
T Rowe Price Etf Us Equity Resear (TSPA) 0.4 $606k 16k 38.89
Netflix (NFLX) 0.4 $567k 423.00 1339.13
TransDigm Group Incorporated (TDG) 0.4 $551k 362.00 1521.08
Ishares U S Etf Tr Short Duration B (NEAR) 0.4 $521k 10k 51.10
Brookfield Corp Cl A Ltd Vt Sh (BN) 0.3 $518k 8.4k 61.85
Ishares Tr Expnd Tec Sc Etf (IGM) 0.3 $485k 4.3k 112.34
Ishares Tr S&p 500 Val Etf (IVE) 0.3 $482k 2.5k 195.40
Ge Aerospace Com New (GE) 0.3 $466k 1.8k 257.39
Invesco Actively Managed Exc Ultra Shrt Dur (GSY) 0.3 $455k 9.1k 50.14
Moody's Corporation (MCO) 0.3 $427k 852.00 501.32
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.3 $418k 6.8k 61.21
Ishares Tr Us Treas Bd Etf (GOVT) 0.3 $408k 18k 22.98
American Express Company (AXP) 0.3 $408k 1.3k 318.98
Costco Wholesale Corporation (COST) 0.3 $398k 402.00 989.94
Hilton Worldwide Holdings (HLT) 0.3 $392k 1.5k 266.34
Visa Com Cl A (V) 0.3 $374k 1.1k 355.10
Ishares Tr Ibonds Dec 29 (IBDU) 0.2 $350k 15k 23.33
Johnson & Johnson (JNJ) 0.2 $340k 2.2k 152.75
Ishares Tr Ibonds Dec 2030 (IBDV) 0.2 $331k 15k 21.98
T Rowe Price Etf Capital Apprecia (TCAL) 0.2 $329k 13k 24.70
McDonald's Corporation (MCD) 0.2 $318k 1.1k 292.30
Ishares Tr 7-10 Yr Trsy Bd (IEF) 0.2 $317k 3.3k 95.76
Marriott Intl Cl A (MAR) 0.2 $316k 1.2k 273.21
Ishares Tr Ishs 1-5yr Invs (IGSB) 0.2 $314k 6.0k 52.76
Ishares Tr Global Tech Etf (IXN) 0.2 $311k 3.4k 92.34
JPMorgan Chase & Co. (JPM) 0.2 $310k 1.1k 289.84
Danaher Corporation (DHR) 0.2 $305k 1.5k 197.53
Lennox International (LII) 0.2 $287k 501.00 573.24
Ishares Tr Core S&p Mcp Etf (IJH) 0.2 $285k 4.6k 62.02
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.2 $281k 1.5k 181.74
Ishares Tr Ibonds 26 Trm Ts (IBTG) 0.2 $279k 12k 22.93
Innovator Etfs Trust Us Eqty Bufr Jul (BJUL) 0.2 $271k 5.8k 47.13
American Tower Reit (AMT) 0.2 $262k 1.2k 221.11
Ishares Tr Msci Usa Mmentm (MTUM) 0.2 $262k 1.1k 240.34
UnitedHealth (UNH) 0.2 $259k 829.00 312.08
Abbvie (ABBV) 0.2 $259k 1.4k 185.62
Atmos Energy Corporation (ATO) 0.2 $258k 1.7k 154.11
Ishares Tr Core S&p Ttl Stk (ITOT) 0.2 $258k 1.9k 135.04
Innovator Etfs Trust Us Eqt Ultra Bf (UAUG) 0.2 $256k 6.9k 37.42
Ge Vernova (GEV) 0.2 $256k 484.00 529.15
Texas Instruments Incorporated (TXN) 0.2 $227k 1.1k 207.56
Cigna Corp (CI) 0.2 $227k 687.00 330.58
Chevron Corporation (CVX) 0.2 $224k 1.6k 143.19
Philip Morris International (PM) 0.1 $216k 1.2k 182.20
Ishares Tr Ibonds 28 Trm Ts (IBTI) 0.1 $214k 9.6k 22.36
Ishares Tr Core S&p Scp Etf (IJR) 0.1 $213k 1.9k 109.28
Ishares Tr Ibonds Dec 25 (IBMN) 0.1 $204k 7.6k 26.76
Ishares Tr Ibonds Dec 2031 (IBDW) 0.1 $201k 9.6k 21.04