WJ Wealth Management, LLC Portfolio Holdings
Q3 2025•95 long positions•$234.6M portfolio value
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Holding109 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $18.7M 7.99% | -$5.5M Sold | — 369.3K shares | 477.1K → 369.3K −$5.5M | -22.61% | — — | Q4 2024 Held for 11 months | |
Unknown Unknown | $17.6M 7.51% | +$8.6M Bought | — 442.3K shares | 226.6K → 442.3K +$8.6M | +95.18% | — — | Q1 2025 Held for 8 months | |
ETF ETF | $17.2M 7.35% | -$3.1M Sold | — 404.3K shares | 475.9K → 404.3K −$3.1M | -15.04% | — — | Q2 2023 Held for 2y 5m | |
ETF ETF | $14.5M 6.19% | +$13.1M Bought | — 272.6K shares | 26.4K → 272.6K +$13.1M | +930.57% | — — | Q3 2024 Held for 1y 2m | |
ETF ETF | $12.5M 5.32% | -$5.8M Sold | — 385.8K shares | 566.4K → 385.8K −$5.8M | -31.89% | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $11.0M 4.69% | -$811.7K Sold | — 321.9K shares | 345.6K → 321.9K −$811.7K | -6.87% | — — | Q1 2025 Held for 8 months | |
Semiconductors Technology | $9.7M 4.12% | -$9.7M Sold | 0.0% 47.8K shares | 95.5K → 47.8K −$9.7M | -50.0% | $4.54T Mega Cap | Q4 2019 Held for 5y 11m | |
ETF ETF | $8.7M 3.72% | -$799.8K Sold | — 71.7K shares | 78.2K → 71.7K −$799.8K | -8.4% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $8.5M 3.64% | -$5.2M Sold | — 13.6K shares | 21.9K → 13.6K −$5.2M | -38.0% | — — | Q4 2019 Held for 5y 11m | |
Unknown Unknown | $7.7M 3.3% | -$906.6K Sold | — 45.0K shares | 50.3K → 45.0K −$906.6K | -10.48% | — — | Q2 2025 Held for 5 months | |
Unknown Unknown | $7.7M 3.28% | -$2.2M Sold | — 112.8K shares | 145.3K → 112.8K −$2.2M | -22.33% | — — | Q2 2025 Held for 5 months | |
Unknown Unknown | $7.3M 3.09% | -$1.3M Sold | — 70.9K shares | 83.7K → 70.9K −$1.3M | -15.27% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $6.8M 2.88% | +$6.8M New | — 150.8K shares | 0 → 150.8K +$6.8M | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $6.0M 2.56% | -$177.4K Sold | — 164.5K shares | 169.3K → 164.5K −$177.4K | -2.87% | — — | Q4 2024 Held for 11 months | |
ETF ETF | $5.8M 2.46% | -$2.7M Sold | — 20.3K shares | 29.8K → 20.3K −$2.7M | -31.85% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $5.7M 2.41% | +$2.9M Bought | — 105.0K shares | 50.6K → 105.0K +$2.9M | +107.61% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $5.6M 2.38% | -$3.8M Sold | — 21.6K shares | 36.1K → 21.6K −$3.8M | -40.23% | — — | Q1 2023 Held for 2y 8m | |
ETF ETF | $4.5M 1.93% | +$4.5M New | — 168.8K shares | 0 → 168.8K +$4.5M | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $3.9M 1.67% | -$2.7M Sold | — 56.9K shares | 96.7K → 56.9K −$2.7M | -41.13% | — — | Q3 2024 Held for 1y 2m | |
ETF ETF | $3.7M 1.59% | -$14.4M Sold | — 19.0K shares | 92.2K → 19.0K −$14.4M | -79.36% | — — | Q4 2019 Held for 5y 11m | |
ETF ETF | $3.1M 1.33% | -$2.6M Sold | — 127.8K shares | 236.6K → 127.8K −$2.6M | -45.98% | — — | Q4 2023 Held for 1y 11m | |
Specialty Retail Consumer Cyclical | $2.6M 1.11% | -$2.7M Sold | 0.0% 10.7K shares | 21.7K → 10.7K −$2.7M | -50.73% | $2.34T Mega Cap | Q4 2019 Held for 5y 11m | |
Internet Content & Information Communication Services | $2.5M 1.07% | -$2.5M Sold | 0.0% 8.9K shares | 17.8K → 8.9K −$2.5M | -50.05% | $2.95T Mega Cap | Q4 2019 Held for 5y 11m | |
ETF ETF | $2.4M 1.02% | -$2.3M Sold | — 3.5K shares | 6.9K → 3.5K −$2.3M | -49.49% | — — | Q4 2019 Held for 5y 11m | |
ETF ETF | $2.2M 0.952% | +$2.2M New | — 48.9K shares | 0 → 48.9K +$2.2M | New | — — | Q3 2025 Held for 2 months | |
Software - Infrastructure Technology | $2.1M 0.877% | -$2.1M Sold | 0.0% 4.0K shares | 8.1K → 4.0K −$2.1M | -50.76% | $3.85T Mega Cap | Q4 2019 Held for 5y 11m | |
ETF ETF | $1.8M 0.755% | -$1.8M Sold | — 17.5K shares | 35.1K → 17.5K −$1.8M | -49.99% | — — | Q1 2021 Held for 4y 8m | |
Consumer Electronics Technology | $1.6M 0.688% | -$1.7M Sold | 0.0% 6.0K shares | 12.2K → 6.0K −$1.7M | -50.88% | $3.78T Mega Cap | Q4 2019 Held for 5y 11m | |
ETF ETF | $1.5M 0.656% | +$640.3K Bought | — 9.9K shares | 5.8K → 9.9K +$640.3K | +71.22% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $1.5M 0.637% | +$919.6K Bought | — 47.7K shares | 18.3K → 47.7K +$919.6K | +159.92% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $1.5M 0.637% | -$1.5M Sold | — 4.3K shares | 8.7K → 4.3K −$1.5M | -50.0% | — — | Q2 2023 Held for 2y 5m | |
Regulated Electric Utilities | $1.4M 0.598% | -$1.4M Sold | 0.007% 10.6K shares | 21.5K → 10.6K −$1.4M | -50.71% | $16.5B Large Cap | Q4 2024 Held for 11 months | |
ETF ETF | $1.0M 0.428% | -$1.1M Sold | — 17.9K shares | 38.3K → 17.9K −$1.1M | -53.17% | — — | Q1 2021 Held for 4y 8m | |
ETF ETF | $1.0M 0.428% | -$488.5K Sold | — 8.7K shares | 13.0K → 8.7K −$488.5K | -32.75% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $965.6K 0.412% | +$965.6K Bought | — 11.6K shares | 225.2K → 11.6K −$17.7M | -94.83% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $875.2K 0.373% | -$917.1K Sold | — 5.9K shares | 12.0K → 5.9K −$917.1K | -51.17% | — — | Q4 2019 Held for 5y 11m | |
Semiconductors Technology | $798.8K 0.34% | -$602.4K Sold | — 2.7K shares | 4.7K → 2.7K −$602.4K | -42.99% | — — | Q2 2024 Held for 1y 5m | |
Semiconductors Technology | $787.7K 0.336% | -$735.9K Sold | 0.0% 2.1K shares | 4.1K → 2.1K −$735.9K | -48.3% | $1.56T Mega Cap | Q1 2024 Held for 1y 8m | |
ETF ETF | $765.1K 0.326% | -$575.3K Sold | — 30.2K shares | 52.8K → 30.2K −$575.3K | -42.92% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $758.1K 0.323% | -$758.1K Sold | — 3.1K shares | 6.1K → 3.1K −$758.1K | -50.0% | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $717.7K 0.306% | -$283.3K Sold | — 28.1K shares | 39.2K → 28.1K −$283.3K | -28.3% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $688.3K 0.293% | -$688.3K Sold | — 1.9K shares | 3.8K → 1.9K −$688.3K | -50.0% | — — | Q2 2024 Held for 1y 5m | |
Discount Stores Consumer Defensive | $684.5K 0.292% | -$976.2K Sold | 0.0% 751.0 shares | 1.8K → 751.0 −$976.2K | -58.78% | $410.27B Mega Cap | Q2 2022 Held for 3y 5m | |
ETF ETF | $651.1K 0.277% | +$651.1K New | — 12.4K shares | 0 → 12.4K +$651.1K | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $644.5K 0.275% | -$697.7K Sold | — 6.0K shares | 12.6K → 6.0K −$697.7K | -51.98% | — — | Q2 2022 Held for 3y 5m | |
ETF ETF | $603.9K 0.257% | -$603.9K Sold | — 11.8K shares | 23.6K → 11.8K −$603.9K | -50.0% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $568.9K 0.242% | -$568.9K Sold | — 4.9K shares | 9.9K → 4.9K −$568.9K | -50.0% | — — | Q4 2019 Held for 5y 11m | |
Software - Infrastructure Technology | $529.8K 0.226% | -$104.4K Sold | 0.0% 2.6K shares | 3.2K → 2.6K −$104.4K | -16.47% | $432.76B Mega Cap | Q2 2025 Held for 5 months | |
ETF ETF | $524.3K 0.223% | -$820.6K Sold | — 17.0K shares | 43.6K → 17.0K −$820.6K | -61.01% | — — | Q1 2021 Held for 4y 8m | |
Drug Manufacturers - General Healthcare | $522.9K 0.223% | -$350.3K Sold | 0.0% 606.0 shares | 1.0K → 606.0 −$350.3K | -40.12% | $684.00B Mega Cap | Q2 2022 Held for 3y 5m |
