WW

WJ Wealth Management, LLC

13F
WJ Wealth Management, LLC
Last update 2025-04-25 80 Stocks (12 new)
Value $283.00 Mil Turnover 30 %
Countries:
Top Holdings: JPST(8.88%)CLOA(7.05%)CGDV(6.03%)QUAL(6.01%)WINN(4.98%)
Summary Stock Picks Current Portfolio
WJ Wealth Management, LLC Top Holdings of 2025-03-31 View Full List
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
0%
+0.30%
30,860.1
 
CLOA 		BlackRock AAA CLO ETF
384,983
19,934.5
+255.44%
7.050
+5.07%
2.530
-0.19%
+0.08%
813.4
 
CGDV 		Capital Group Dividend Value ETF
478,473
17,052.7
-25.12%
6.030
-1.95%
0.110
-0.05%
+5.81%
16,424.8
 
QUAL 		iShares MSCI USA Quality Factor ETF
99,472
16,998.4
-25.77%
6.010
-2.12%
0.040
-3.51%
+0.89%
51,592.7
 
WINN 		HARBOR ETF TRUST
574,706
14,080.4
-25.06%
4.980
-1.80%
2.160
-3.30%
+1.25%
838.9
 
IBDS 		iShares iBonds Dec 2027 Term Corporate ETF
506,813
12,254.7
+1.50%
4.330
+0.06%
0.410
+0.46%
+0.75%
3,028.2
 
FDL 		First Trust Morningstar Dividend Leaders Index Fund
272,824
11,851.5
New Holding
4.190
+4.19%
0.220
-2.16%
+4.77%
5,453.9
 
NVDA 		NVIDIA Corp
105,090
11,389.7
-14.32%
4.030
-0.81%
0.000
-2.62%
+0.96%
3,306,221.1
Semiconductors
DYNF 		iShares U.S. Equity Factor Rotation Active ETF
232,756
11,349.2
-1.49%
4.010
-0.06%
0.070
-2.61%
+2.11%
17,327.1
 
QQQ 		INVESCO QQQ Trust
22,804
10,693.5
-10.26%
3.780
-0.46%
0.000
-3.25%
+2.11%
331,084.8
 

WJ Wealth Management, LLC's Historical Top Holdings Breakdowns

WJ Wealth Management, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
JPST 		JPMorgan Ultra-Short Income ETF2025-03-31Add
+6.90%
●
50.39 ($50.51) 50.66
$50.52
0.02%
Add 347.67%
495,766
385,022
CLOA 		BlackRock AAA CLO ETF2025-03-31Add
+5.07%
●
51.65 ($51.83) 52.02
$51.81
-0.04%
Add 255.44%
384,983
276,672
FDL 		First Trust Morningstar Dividend Leaders Index Fund2025-03-31New Buy
+4.19%
●
39.71 ($42.26) 43.88
$42.18
-0.19%
New holding
272,824
272,824
BINC 		iShares Flexible Income Active ETF2025-03-31Sold Out
-3.94%
●
51.89 ($52.37) 52.82
$52.19
-0.34%
Sold Out
0
-219,833
USMF 		WisdomTree U.S. Multifactor Fund2025-03-31New Buy
+3.16%
●
48.29 ($50.53) 51.95
$51.46
1.84%
New holding
180,073
180,073
IWY 		iShares Russell Top 200 Growth ETF2025-03-31Reduce
-2.99%
●
210.19 ($230.05) 243.33
$233.04
1.30%
Reduce -54.22%
31,145
-36,880
AIRR 		First Trust RBA American Industrial Renaissance ET2025-03-31Sold Out
-2.70%
●
67.24 ($75.23) 84.27
$77.65
3.22%
Sold Out
0
-101,620
IBDR 		iShares iBonds Dec 2026 Term Corporate ETF2025-03-31Reduce
-2.23%
●
24.05 ($24.13) 24.21
$24.18
0.21%
Reduce -51.83%
250,658
-269,696
QUAL 		iShares MSCI USA Quality Factor ETF2025-03-31Reduce
-2.12%
●
168.16 ($179.03) 186.21
$179.67
0.36%
Reduce -25.77%
99,472
-34,535
FLXR 		TCW ETF TRUST2025-03-31New Buy
+2.06%
●
38.48 ($38.91) 39.26
$39.05
0.36%
New holding
149,036
149,036

WJ Wealth Management, LLC Total Holding History ($B)

To

WJ Wealth Management, LLC's Asset Allocation

To

WJ Wealth Management, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

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

Size field:

WJ Wealth Management, LLC's Holdings Bubble Chart

WJ Wealth Management, LLC News

  • 1

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