4W
| |
4J Wealth Management LLC13F | |
| 4J Wealth Management LLC | |
| Last update 2025-04-29 | 89 Stocks (8 new) |
| Value $127.00 Mil | Turnover 15 % |
4J Wealth Management LLC Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IVV | iShares Core S&P 500 ETF | 36,833 | 20,696.2 | +8.64% | 16.320 | +1.30% | 0.000 | +19.67% | +7.80% | 634,518.9 | ||
TFLR | T. Rowe Price Floating Rate ETF | 165,396 | 8,441.8 | +12.56% | 6.660 | +0.74% | 3.070 | +4.78% | +3.13% | 292.6 | ||
TCAF |
T. Rowe Price Capital Appreciation Equity ETF
T. Rowe Price Capital Appreciation Equity ETF
| 251,658 | 8,123.5 | +1.82% | 6.410 | +0.11% | 0.260 | +17.91% | +8.06% | 4,645.8 | ||
BRK.B | Berkshire Hathaway Inc | 13,746 | 7,320.7 | -0.72% | 5.770 | -0.04% | 0.000 | -8.57% | +4.53% | 1,022,296.6 | Insurance | |
BUFB |
Innovator Laddered Allocation Buffer ETF
Innovator Laddered Allocation Buffer ETF
| 201,453 | 6,329.6 | +44.66% | 4.990 | +1.54% | 3.060 | +13.68% | +5.73% | 213.4 | ||
IBDQ |
iShares iBonds Dec 2025 Term Corporate ETF
iShares iBonds Dec 2025 Term Corporate ETF
| 175,514 | 4,414.2 | +142.84% | 3.480 | +2.05% | 0.140 | +1.13% | +2.43% | 2,963.2 | ||
IEI | iShares 3-7 Year Treasury Bond ETF | 34,414 | 4,065.5 | +7.59% | 3.210 | +0.23% | 0.020 | +0.87% | +3.99% | 15,676.4 | ||
TOUS |
T. Rowe Price International Equity ETF
T. Rowe Price International Equity ETF
| 138,038 | 4,034.8 | New Holding | 3.180 | +3.18% | 4.120 | +11.24% | +22.02% | 660.1 | ||
AAPL | Apple Inc | 16,838 | 3,740.2 | +3.52% | 2.950 | +0.10% | 0.000 | +7.35% | -15.47% | 3,154,147.7 | Hardware | |
NVDA | NVIDIA Corp | 32,436 | 3,515.4 | -23.51% | 2.770 | -1.08% | 0.000 | +69.89% | +28.41% | 4,204,658.7 | Semiconductors |
4J Wealth Management LLC's Historical Top Holdings Breakdowns
4J Wealth Management LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
DGRO | iShares Core Dividend Growth ETF | 2025-03-31 | Reduce Reduce | -6.54% | 60.46 ($62.66) 64.42 | $64.76 | 3.35% | Reduce -76.98% | 39,351 | -131,609 | |
TOUS |
T. Rowe Price International Equity ETF
T. Rowe Price International Equity ETF
| 2025-03-31 | New Buy New Buy | +3.18% | 25.97 ($28.35) 30.37 | $31.97 | 12.77% | New holding | 138,038 | 138,038 | |
IBDQ |
iShares iBonds Dec 2025 Term Corporate ETF
iShares iBonds Dec 2025 Term Corporate ETF
| 2025-03-31 | Add Add | +2.05% | 25.05 ($25.11) 25.16 | $25.14 | 0.12% | Add 142.84% | 175,514 | 103,238 | |
TTEQ | T. Rowe Price Technology ETF | 2025-03-31 | New Buy New Buy | +1.73% | 23.52 ($26.08) 27.98 | $29.85 | 14.46% | New holding | 93,034 | 93,034 | |
BALT | Innovator Defined Wealth Shield ETF | 2025-03-31 | New Buy New Buy | +1.62% | 31.31 ($31.58) 31.89 | $32.24 | 2.09% | New holding | 65,597 | 65,597 | |
IXN | iShares Global Tech ETF | 2025-03-31 | Reduce Reduce | -1.58% | 75.73 ($82.8) 88.4 | $95.17 | 14.94% | Reduce -87.31% | 3,352 | -23,072 | |
BUFB |
Innovator Laddered Allocation Buffer ETF
Innovator Laddered Allocation Buffer ETF
| 2025-03-31 | Add Add | +1.54% | 31.06 ($32.43) 33.33 | $34.15 | 5.30% | Add 44.66% | 201,453 | 62,190 | |
IVV | iShares Core S&P 500 ETF | 2025-03-31 | Add Add | +1.30% | 554.06 ($590.51) 615.85 | $630.67 | 6.80% | Add 8.64% | 36,833 | 2,930 | |
NVDA | NVIDIA Corp | 2025-03-31 | Reduce Reduce | -1.08% | 106.98 ($126.74) 149.43 | $172.41 | 36.03% | Reduce -23.51% | 32,436 | -9,970 | |
TFLR | T. Rowe Price Floating Rate ETF | 2025-03-31 | Add Add | +0.74% | 51.04 ($51.63) 51.98 | $51.79 | 0.31% | Add 12.56% | 165,396 | 18,458 |
4J Wealth Management LLC Total Holding History ($B)
4J Wealth Management LLC's Asset Allocation
4J Wealth Management LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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4J Wealth Management LLC's Hypothetical Growth since 2025-03-31
4J Wealth Management LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
4J Wealth Management LLC's Holdings Heat Map
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4J Wealth Management LLC's Holdings Bubble Chart
4J Wealth Management LLC News
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