WJ Interests

WJ Interests as of Sept. 30, 2025

Portfolio Holdings for WJ Interests

WJ Interests holds 25 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Tidal Trust Ii Ret Stckd Gl Stk (RSSB) 18.3 $45M 1.6M 28.18
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 17.8 $44M 319k 137.80
Wisdomtree Tr Internationl Efi (NTSI) 12.1 $30M 702k 42.75
Wisdomtree Tr Us Efficient Cor (NTSX) 10.8 $27M 497k 53.92
American Centy Etf Tr Us Sml Cp Valu (AVUV) 8.5 $21M 213k 99.53
American Centy Etf Tr Avantis Emgmkt (AVEM) 8.2 $20M 271k 75.11
Strategy Newfound Reslv (ROMO) 6.1 $15M 446k 33.63
Ishares Tr 20 Yr Tr Bd Etf (TLT) 5.8 $14M 161k 89.37
American Centy Etf Tr Us Large Cap Vlu (AVLV) 5.5 $14M 190k 72.26
Tidal Trust Ii Return Stckd Us (RSST) 2.2 $5.5M 207k 26.46
Pimco Etf Tr Enhan Shrt Ma Ac (MINT) 1.4 $3.3M 33k 100.69
Tidal Trust Ii Return Stacked U (RSSY) 0.8 $2.1M 104k 20.11
JPMorgan Chase & Co. (JPM) 0.4 $1.1M 3.5k 315.43
Stellar Bancorp Ord (STEL) 0.3 $835k 28k 30.34
Microsoft Corporation (MSFT) 0.2 $578k 1.1k 517.95
Wal-Mart Stores (WMT) 0.2 $495k 4.8k 103.06
International Business Machines (IBM) 0.2 $441k 1.6k 282.16
Vanguard World Health Car Etf (VHT) 0.2 $439k 1.7k 259.60
Texas Instruments Incorporated (TXN) 0.1 $371k 2.0k 183.73
Apple (AAPL) 0.1 $354k 1.4k 254.63
Spdr Gold Tr Gold Shs (GLD) 0.1 $311k 875.00 355.47
Schwab Strategic Tr High Yield Bd Et (SCYB) 0.1 $300k 11k 26.73
Broadstone Net Lease (BNL) 0.1 $284k 16k 17.87
Zions Bancorporation (ZION) 0.1 $251k 4.4k 56.58
Strategy Cl A New (MSTR) 0.1 $242k 750.00 322.21