4J Wealth Management LLC Portfolio Holdings
Q3 2025•92 long positions•$164.0M portfolio value
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Holding96 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $25.6M 15.59% | +$455.8K Bought | — 38.2K shares | 37.5K → 38.2K +$455.8K | +1.81% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $16.6M 10.12% | +$1.2M Bought | — 493.7K shares | 457.8K → 493.7K +$1.2M | +7.84% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $10.2M 6.24% | +$1.1M Bought | — 198.9K shares | 178.4K → 198.9K +$1.1M | +11.45% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $10.1M 6.15% | +$494.5K Bought | — 267.6K shares | 254.5K → 267.6K +$494.5K | +5.15% | — — | Q3 2023 Held for 2y 2m | |
ETF ETF | $7.5M 4.56% | +$4.4M Bought | — 126.4K shares | 51.6K → 126.4K +$4.4M | +144.83% | — — | Q2 2025 Held for 5 months | |
Insurance - Diversified Financial Services | $6.8M 4.16% | -$30.2K Sold | 0.001% 13.6K shares | 13.6K → 13.6K −$30.2K | -0.44% | $1.08T Mega Cap | Q4 2020 Held for 4y 11m | |
Semiconductors Technology | $5.5M 3.35% | +$449.3K Bought | 0.0% 29.4K shares | 27.0K → 29.4K +$449.3K | +8.91% | $4.54T Mega Cap | Q4 2020 Held for 4y 11m | |
ETF ETF | $5.0M 3.06% | +$926.4K Bought | — 42.0K shares | 34.2K → 42.0K +$926.4K | +22.67% | — — | Q4 2024 Held for 11 months | |
Unknown Unknown | $4.8M 2.91% | -$278.5K Sold | — 145.6K shares | 154.1K → 145.6K −$278.5K | -5.51% | — — | Q1 2025 Held for 8 months | |
Consumer Electronics Technology | $4.4M 2.68% | +$132.7K Bought | 0.0% 17.3K shares | 16.7K → 17.3K +$132.7K | +3.11% | $3.78T Mega Cap | Q4 2020 Held for 4y 11m | |
ETF ETF | $4.2M 2.56% | -$108.4K Sold | — 167.0K shares | 171.3K → 167.0K −$108.4K | -2.51% | — — | Q3 2022 Held for 3y 2m | |
Internet Content & Information Communication Services | $3.3M 2.04% | -$68.9K Sold | 0.0% 13.7K shares | 14.0K → 13.7K −$68.9K | -2.02% | $2.95T Mega Cap | Q4 2020 Held for 4y 11m | |
Specialty Retail Consumer Cyclical | $2.9M 1.78% | +$12.3K Bought | 0.0% 13.3K shares | 13.2K → 13.3K +$12.3K | +0.42% | $2.34T Mega Cap | Q4 2020 Held for 4y 11m | |
Software - Infrastructure Technology | $2.6M 1.59% | -$15.5K Sold | 0.0% 5.0K shares | 5.1K → 5.0K −$15.5K | -0.59% | $3.85T Mega Cap | Q4 2020 Held for 4y 11m | |
ETF ETF | $2.6M 1.56% | -$86.2K Sold | — 37.5K shares | 38.8K → 37.5K −$86.2K | -3.26% | — — | Q4 2022 Held for 2y 11m | |
Unknown Unknown | $2.3M 1.43% | +$166.4K Bought | — 32.2K shares | 29.9K → 32.2K +$166.4K | +7.65% | — — | Q4 2024 Held for 11 months | |
Aerospace & Defense Industrials | $2.3M 1.41% | -$18.9K Sold | 0.003% 3.8K shares | 3.8K → 3.8K −$18.9K | -0.81% | $87.2B Large Cap | Q4 2020 Held for 4y 11m | |
Auto - Manufacturers Consumer Cyclical | $2.0M 1.21% | — | 0.0% 4.5K shares | — | — | $1.48T Mega Cap | Q4 2022 Held for 2y 11m | |
ETF ETF | $1.9M 1.19% | -$70.8K Sold | — 23.5K shares | 24.3K → 23.5K −$70.8K | -3.51% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $1.9M 1.16% | +$1.3M Bought | — 45.5K shares | 15.6K → 45.5K +$1.3M | +192.38% | — — | Q1 2025 Held for 8 months | |
Computer Hardware Technology | $1.8M 1.09% | — | 0.001% 12.3K shares | — | — | $183.14B Large Cap | Q2 2023 Held for 2y 5m | |
ETF ETF | $1.7M 1.01% | +$249.8K Bought | — 68.3K shares | 58.1K → 68.3K +$249.8K | +17.71% | — — | Q2 2023 Held for 2y 5m | |
Financial - Credit Services Financial Services | $1.6M 0.959% | -$1.1K Sold | 0.0% 2.8K shares | 2.8K → 2.8K −$1.1K | -0.07% | $514.21B Mega Cap | Q4 2020 Held for 4y 11m | |
Oil & Gas Integrated Energy | $1.4M 0.867% | -$40.9K Sold | 0.0% 12.6K shares | 13.0K → 12.6K −$40.9K | -2.8% | $480.68B Mega Cap | Q4 2020 Held for 4y 11m | |
ETF ETF | $1.4M 0.848% | +$32.4K Bought | — 27.9K shares | 27.3K → 27.9K +$32.4K | +2.38% | — — | Q2 2024 Held for 1y 5m | |
Software - Infrastructure Technology | $1.4M 0.842% | -$21.7K Sold | 0.0% 4.9K shares | 5.0K → 4.9K −$21.7K | -1.54% | $801.76B Mega Cap | Q2 2023 Held for 2y 5m | |
ETF ETF | $1.2M 0.75% | -$2.6K Sold | — 52.7K shares | 52.8K → 52.7K −$2.6K | -0.21% | — — | Q2 2022 Held for 3y 5m | |
Internet Content & Information Communication Services | $1.2M 0.728% | -$8.8K Sold | 0.0% 1.6K shares | 1.6K → 1.6K −$8.8K | -0.73% | $1.84T Mega Cap | Q4 2020 Held for 4y 11m | |
ETF ETF | $1.1M 0.675% | -$44.1K Sold | — 45.5K shares | 47.3K → 45.5K −$44.1K | -3.83% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $1.0M 0.624% | +$1.2K Bought | — 8.5K shares | 8.5K → 8.5K +$1.2K | +0.12% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $906.0K 0.552% | -$30.4K Sold | — 16.7K shares | 17.3K → 16.7K −$30.4K | -3.25% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $896.0K 0.546% | -$3.8K Sold | — 17.7K shares | 17.8K → 17.7K −$3.8K | -0.43% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $870.8K 0.531% | -$17.0K Sold | — 8.2K shares | 8.3K → 8.2K −$17.0K | -1.92% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $857.4K 0.523% | — | — 1.3K shares | — | — | — — | Q4 2020 Held for 4y 11m | |
Internet Content & Information Communication Services | $855.3K 0.521% | -$22.6K Sold | 0.0% 3.5K shares | 3.6K → 3.5K −$22.6K | -2.58% | $2.95T Mega Cap | Q4 2020 Held for 4y 11m | |
ETF ETF | $842.7K 0.514% | -$17.2K Sold | — 37.4K shares | 38.2K → 37.4K −$17.2K | -2.0% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $798.1K 0.487% | -$115.8K Sold | — 22.3K shares | 25.6K → 22.3K −$115.8K | -12.68% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $792.4K 0.483% | — | — 1.3K shares | — | — | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $716.8K 0.437% | -$2.8K Sold | — 14.1K shares | 14.2K → 14.1K −$2.8K | -0.39% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $714.5K 0.436% | — | — 21.6K shares | — | — | — — | Q1 2024 Held for 1y 8m | |
Unknown Unknown | $707.4K 0.431% | — | — 2.0K shares | — | — | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $701.6K 0.428% | -$38.9K Sold | — 3.6K shares | 3.8K → 3.6K −$38.9K | -5.25% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $675.2K 0.412% | +$10.2K Bought | — 2.1K shares | 2.0K → 2.1K +$10.2K | +1.53% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $599.4K 0.365% | -$42.8K Sold | — 6.3K shares | 6.8K → 6.3K −$42.8K | -6.67% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $595.9K 0.363% | -$124.3K Sold | — 23.3K shares | 28.2K → 23.3K −$124.3K | -17.26% | — — | Q2 2023 Held for 2y 5m | |
Asset Management Financial Services | $574.2K 0.35% | — | 0.001% 8.4K shares | — | — | $102.59B Large Cap | Q4 2022 Held for 2y 11m | |
Aerospace & Defense Industrials | $544.5K 0.332% | — | 0.0% 1.8K shares | — | — | $319.00B Mega Cap | Q1 2023 Held for 2y 8m | |
Entertainment Communication Services | $531.1K 0.324% | +$24.0K Bought | 0.0% 443.0 shares | 423.0 → 443.0 +$24.0K | +4.73% | $509.45B Mega Cap | Q4 2022 Held for 2y 11m | |
ETF ETF | $518.1K 0.316% | -$4.4K Sold | — 10.1K shares | 10.2K → 10.1K −$4.4K | -0.83% | — — | Q4 2020 Held for 4y 11m | |
ETF ETF | $506.7K 0.309% | -$2.1K Sold | — 2.5K shares | 2.5K → 2.5K −$2.1K | -0.41% | — — | Q4 2020 Held for 4y 11m |
