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LJI Wealth Management, LLC13F | |
LJI Wealth Management, LLC | |
Last update 2025-05-02 | 182 Stocks (8 new) |
Value $502.00 Mil | Turnover 4 % |
LJI 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 |
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ITOT |
iShares Core S&P Total U.S. Stock Market ETF
iShares Core S&P Total U.S. Stock Market ETF
| 1,037,692 | 126,608.9 | +5.41% | 25.210 | +1.29% | 0.200 | +20.01% | +7.44% | 72,171.6 | ||
SLQD |
iShares 0-5 Year Investment Grade Corporate Bond E
iShares 0-5 Year Investment Grade Corporate Bond E
| 1,104,378 | 55,528.1 | +2.77% | 11.060 | +0.30% | 2.510 | +1.72% | +3.49% | 2,289.9 | ||
VTI | Vanguard Total Stock Market ETF | 115,585 | 31,767.3 | -0.85% | 6.330 | -0.06% | 0.010 | +19.82% | +7.35% | 476,615.2 | ||
ONEQ |
Fidelity Nasdaq Composite Tracking Stock
Fidelity Nasdaq Composite Tracking Stock
| 331,559 | 22,567.6 | +4.00% | 4.490 | +0.17% | 0.340 | +28.68% | +8.49% | 8,200.5 | ||
IWM | iShares Russell 2000 ETF | 103,822 | 20,711.4 | +8.08% | 4.120 | +0.31% | 0.030 | +19.55% | +1.12% | 66,553.7 | ||
FLOT | iShares Floating Rate Bond ETF | 350,600 | 17,898.2 | +4.15% | 3.560 | +0.14% | 0.200 | +1.71% | +2.68% | 8,981.5 | ||
YYY | Amplify High Income ETF | 1,282,507 | 14,633.4 | +3.64% | 2.910 | +0.10% | 2.720 | +11.49% | +8.18% | 579.1 | ||
AAPL | Apple Inc | 65,257 | 14,495.6 | -1.85% | 2.890 | -0.06% | 0.000 | +7.35% | -15.47% | 3,154,147.7 | Hardware | |
IWR | iShares Russell Mid-Cap ETF | 160,971 | 13,693.8 | +8.99% | 2.730 | +0.23% | 0.040 | +17.12% | +6.87% | 43,057.9 | ||
QQQ | INVESCO QQQ Trust | 27,868 | 13,067.7 | +2.81% | 2.600 | +0.07% | 0.000 | +26.52% | +10.07% | 357,775.2 |
LJI Wealth Management, LLC's Historical Top Holdings Breakdowns
LJI 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 |
---|---|---|---|---|---|---|---|---|---|---|---|
ITOT |
iShares Core S&P Total U.S. Stock Market ETF
iShares Core S&P Total U.S. Stock Market ETF
| 2025-03-31 | Add Add | +1.29% | 120.29 ($128.89) 134.6 | $137.38 | 6.59% | Add 5.41% | 1,037,692 | 53,298 | |
IWM | iShares Russell 2000 ETF | 2025-03-31 | Add Add | +0.31% | 198.1 ($216.92) 229.79 | $222.33 | 2.49% | Add 8.08% | 103,822 | 7,758 | |
SLQD |
iShares 0-5 Year Investment Grade Corporate Bond E
iShares 0-5 Year Investment Grade Corporate Bond E
| 2025-03-31 | Add Add | +0.30% | 49.6 ($49.97) 50.28 | $50.44 | 0.94% | Add 2.77% | 1,104,378 | 29,791 | |
DFUS | Dimensional U.S. Equity Market ETF | 2025-03-31 | Add Add | +0.24% | 59.61 ($63.9) 66.74 | $68.13 | 6.62% | Add 83.29% | 43,636 | 19,829 | |
IWR | iShares Russell Mid-Cap ETF | 2025-03-31 | Add Add | +0.23% | 82.81 ($89.19) 92.93 | $93.91 | 5.29% | Add 8.99% | 160,971 | 13,281 | |
ONEQ |
Fidelity Nasdaq Composite Tracking Stock
Fidelity Nasdaq Composite Tracking Stock
| 2025-03-31 | Add Add | +0.17% | 68.07 ($74.63) 78.99 | $82.28 | 10.25% | Add 4% | 331,559 | 12,762 | |
SNOW | Snowflake Inc | 2025-03-31 | New Buy New Buy | +0.15% | 146.16 ($169.7) 192.78 | $216.89 | 27.81% | New holding | 5,300 | 5,300 | |
FLOT | iShares Floating Rate Bond ETF | 2025-03-31 | Add Add | +0.14% | 50.87 ($50.99) 51.09 | $51.00 | 0.02% | Add 4.15% | 350,600 | 13,969 | |
UBER | Uber Technologies Inc | 2025-03-31 | Add Add | +0.11% | 63.17 ($72.04) 81.49 | $90.59 | 25.75% | Add 181.5% | 11,547 | 7,445 | |
YYY | Amplify High Income ETF | 2025-03-31 | Add Add | +0.10% | 11.41 ($11.75) 12.01 | $11.71 | -0.34% | Add 3.64% | 1,282,507 | 45,103 |
LJI Wealth Management, LLC Total Holding History ($B)
LJI Wealth Management, LLC's Asset Allocation
LJI Wealth Management, LLC Past Portfolios
Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
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LJI Wealth Management, LLC's Hypothetical Growth since 2025-03-31
LJI Wealth Management, LLC's Yearly Returns
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LJI Wealth Management, LLC's Holdings Heat Map
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LJI Wealth Management, LLC's Holdings Bubble Chart
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