WJ Financial Advisors LLC
RIA/Wealth
WJ Financial Advisors LLC is a RIA/Wealth based in Killingworth, CT led by Wallace Clifford Jones, reporting $154.9M in AUM as of Q3 2025 with 40% ETF concentration.
PresidentWallace Clifford Jones
- Portfolio Value
- $103.1M
- Positions
- 108
- Top Holding
- GLD at 5.39%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in WJ Financial Advisors LLC's portfolio (36.6% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Unknown Unknown | $5.6M | 5.39% | +$5.6M New | — 15.6K shares | |
Consumer Electronics Technology | $5.4M | 5.27% | +$5.4M New | 0.00% 21.3K shares | |
Insurance - Diversified Financial Services | $4.5M | 4.35% | +$4.5M New | 0.00% 8.9K shares | |
ETF ETF | $4.0M | 3.86% | +$4.0M New | — 150.9K shares | |
Specialty Retail Consumer Cyclical | $3.8M | 3.65% | +$3.8M New | 0.00% 17.1K shares | |
ETF ETF | $3.6M | 3.52% | +$3.6M New | — 5.4K shares | |
ETF ETF | $3.3M | 3.17% | +$3.3M New | — 36.5K shares | |
ETF ETF | $2.9M | 2.85% | +$2.9M New | — 92.9K shares | |
Software - Infrastructure Technology | $2.6M | 2.54% | +$2.6M New | 0.01% 8.4K shares | |
ETF ETF | $2.0M | 1.99% | +$2.0M New | — 69.1K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in WJ Financial Advisors LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
New |
Decreased Positions
| Position | Shares Δ |
|---|---|
| No decreased positions | |
Analytics
Portfolio insights and performance metrics for WJ Financial Advisors LLC
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