WW
| |
WJ Wealth Management, LLC13F | |
| WJ Wealth Management, LLC | |
| Last update 2025-04-25 | 80 Stocks (12 new) |
| Value $283.00 Mil | Turnover 30 % |
WJ 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
JPST | JPMorgan Ultra-Short Income ETF | 495,766 | 25,100.7 | +347.67% | 8.880 | +6.90% | 0.080 | +1.35% | +2.74% | 32,077.9 | ||
CLOA | BlackRock AAA CLO ETF | 384,983 | 19,934.5 | +255.44% | 7.050 | +5.07% | 2.530 | +2.11% | +2.86% | 953.6 | ||
CGDV | Capital Group Dividend Value ETF | 478,473 | 17,052.7 | -25.12% | 6.030 | -1.95% | 0.110 | +21.68% | +15.96% | 18,969.4 | ||
QUAL | iShares MSCI USA Quality Factor ETF | 99,472 | 16,998.4 | -25.77% | 6.010 | -2.12% | 0.040 | +14.25% | +3.80% | 53,112.1 | ||
WINN | HARBOR ETF TRUST | 574,706 | 14,080.4 | -25.06% | 4.980 | -1.80% | 2.160 | +26.18% | +8.23% | 939.5 | ||
IBDS |
iShares iBonds Dec 2027 Term Corporate ETF
iShares iBonds Dec 2027 Term Corporate ETF
| 506,813 | 12,254.7 | +1.50% | 4.330 | +0.06% | 0.410 | +1.52% | +3.24% | 3,153.4 | ||
FDL |
First Trust Morningstar Dividend Leaders Index Fund
First Trust Morningstar Dividend Leaders Index Fund
| 272,824 | 11,851.5 | New Holding | 4.190 | +4.19% | 0.220 | +7.06% | +7.42% | 5,499.8 | ||
NVDA | NVIDIA Corp | 105,090 | 11,389.7 | -14.32% | 4.030 | -0.81% | 0.000 | +69.89% | +28.41% | 4,204,658.7 | Semiconductors | |
DYNF |
iShares U.S. Equity Factor Rotation Active ETF
iShares U.S. Equity Factor Rotation Active ETF
| 232,756 | 11,349.2 | -1.49% | 4.010 | -0.06% | 0.070 | +20.83% | +8.66% | 19,386.4 | ||
QQQ | INVESCO QQQ Trust | 22,804 | 10,693.5 | -10.26% | 3.780 | -0.46% | 0.000 | +26.52% | +10.07% | 357,775.2 |
WJ Wealth Management, LLC's Historical Top Holdings Breakdowns
WJ 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
JPST | JPMorgan Ultra-Short Income ETF | 2025-03-31 | Add Add | +6.90% | 50.39 ($50.51) 50.66 | $50.60 | 0.18% | Add 347.67% | 495,766 | 385,022 | |
CLOA | BlackRock AAA CLO ETF | 2025-03-31 | Add Add | +5.07% | 51.65 ($51.83) 52.02 | $51.82 | -0.02% | Add 255.44% | 384,983 | 276,672 | |
FDL |
First Trust Morningstar Dividend Leaders Index Fund
First Trust Morningstar Dividend Leaders Index Fund
| 2025-03-31 | New Buy New Buy | +4.19% | 39.71 ($42.26) 43.88 | $42.42 | 0.38% | New holding | 272,824 | 272,824 | |
BINC | iShares Flexible Income Active ETF | 2025-03-31 | Sold Out Sold Out | -3.94% | 51.89 ($52.37) 52.82 | $52.55 | 0.34% | Sold Out | 0 | -219,833 | |
USMF | WisdomTree U.S. Multifactor Fund | 2025-03-31 | New Buy New Buy | +3.16% | 48.29 ($50.53) 51.95 | $50.79 | 0.51% | New holding | 180,073 | 180,073 | |
IWY | iShares Russell Top 200 Growth ETF | 2025-03-31 | Reduce Reduce | -2.99% | 210.19 ($230.05) 243.33 | $251.97 | 9.53% | Reduce -54.22% | 31,145 | -36,880 | |
AIRR |
First Trust RBA American Industrial Renaissance ET
First Trust RBA American Industrial Renaissance ET
| 2025-03-31 | Sold Out Sold Out | -2.70% | 67.24 ($75.23) 84.27 | $85.00 | 12.99% | Sold Out | 0 | -101,620 | |
IBDR |
iShares iBonds Dec 2026 Term Corporate ETF
iShares iBonds Dec 2026 Term Corporate ETF
| 2025-03-31 | Reduce Reduce | -2.23% | 24.05 ($24.13) 24.21 | $24.21 | 0.33% | Reduce -51.83% | 250,658 | -269,696 | |
QUAL | iShares MSCI USA Quality Factor ETF | 2025-03-31 | Reduce Reduce | -2.12% | 168.16 ($179.03) 186.21 | $184.03 | 2.79% | Reduce -25.77% | 99,472 | -34,535 | |
FLXR | TCW ETF TRUST | 2025-03-31 | New Buy New Buy | +2.06% | 38.48 ($38.91) 39.26 | $39.34 | 1.11% | New holding | 149,036 | 149,036 |
WJ Wealth Management, LLC Total Holding History ($B)
WJ Wealth Management, LLC's Asset Allocation
WJ Wealth Management, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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WJ Wealth Management, LLC's Hypothetical Growth since 2025-03-31
WJ Wealth Management, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
WJ Wealth Management, LLC's Holdings Heat Map
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WJ Wealth Management, LLC's Holdings Bubble Chart
WJ Wealth Management, LLC News
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