- Added Positions: AMZN, USMV, AAPL, GOOG, NVDA, MSFT,
- Reduced Positions: IVV, QQQ, VYM, DGRO, IYC, VO, ITOT, FTCS, VGIT, IGV, NFLX,
- Sold Out: BA, SCHA, XSLV, IWO, MDY, FLOT, XMLV, IJH,
For the details of WJ Wealth Management, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/wj+wealth+management%2C+llc/current-portfolio/portfolio
These are the top 5 holdings of WJ Wealth Management, LLC- Vanguard Intermediate-Term Government Bond ETF (VGIT) - 84,354 shares, 25.93% of the total portfolio. Shares reduced by 1.72%
- PowerShares QQQ Trust Ser 1 (QQQ) - 17,272 shares, 14.33% of the total portfolio. Shares reduced by 19.87%
- iShares Core S&P 500 (IVV) - 10,891 shares, 12.26% of the total portfolio. Shares reduced by 24.71%
- iShares Edge MSCI Min Vol USA (USMV) - 31,465 shares, 7.40% of the total portfolio. Shares added by 9.03%
- (ITE) - 45,435 shares, 6.56% of the total portfolio. New Position
WJ Wealth Management, LLC added to a holding in Amazon.com Inc by 32.49%. The purchase prices were between $1676.61 and $2170.22, with an estimated average price of $1936.38. The stock is now traded at around $2328.12. The impact to a portfolio due to this purchase was 1.31%. The holding were 628 shares as of .
Sold Out: Boeing Co (BA)WJ Wealth Management, LLC sold out a holding in Boeing Co. The sale prices were between $95.01 and $347.45, with an estimated average price of $276.34.
Sold Out: Schwab U.S. Small-Cap (SCHA)WJ Wealth Management, LLC sold out a holding in Schwab U.S. Small-Cap. The sale prices were between $44.57 and $77.39, with an estimated average price of $68.72.
Sold Out: Invesco S&P SmallCap Low Volatility (XSLV)WJ Wealth Management, LLC sold out a holding in Invesco S&P SmallCap Low Volatility. The sale prices were between $28.19 and $51.45, with an estimated average price of $46.08.
Sold Out: iShares Russell 2000 Growth (IWO)WJ Wealth Management, LLC sold out a holding in iShares Russell 2000 Growth. The sale prices were between $135.3 and $224.78, with an estimated average price of $198.15.
Sold Out: SPDR MidCap Trust Series I (MDY)WJ Wealth Management, LLC sold out a holding in SPDR MidCap Trust Series I. The sale prices were between $220.85 and $384.02, with an estimated average price of $342.7.
Sold Out: iShares Floating Rate Bond (FLOT)WJ Wealth Management, LLC sold out a holding in iShares Floating Rate Bond. The sale prices were between $44.02 and $50.91, with an estimated average price of $49.85.
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