4J Wealth Management LLC Buys iShares J.P. Morgan USD Emerging Markets Bond ETF, iShares MSCI EM ESG Select ETF, General Motors Co, Sells iShares 0-5 Year High Yield Corporate Bond ETF, iShares 20+ Year Treasury Bond ETF, BTC iShares MSCI EAFE Growth ETF

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Apr 13, 2021
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Investment company 4J Wealth Management LLC (Current Portfolio) buys iShares J.P. Morgan USD Emerging Markets Bond ETF, iShares MSCI EM ESG Select ETF, General Motors Co, Square Inc, Hilton Worldwide Holdings Inc, sells iShares 0-5 Year High Yield Corporate Bond ETF, iShares 20+ Year Treasury Bond ETF, BTC iShares MSCI EAFE Growth ETF, BTC iShares MSCI USA Min Vol Factor ETF, General Electric Co during the 3-months ended 2021Q1, according to the most recent filings of the investment company, 4J Wealth Management LLC. As of 2021Q1, 4J Wealth Management LLC owns 70 stocks with a total value of $106 million. These are the details of the buys and sells.

For the details of 4J Wealth Management LLC's stock buys and sells,go to https://www.gurufocus.com/guru/4j+wealth+management+llc/current-portfolio/portfolio

These are the top 5 holdings of 4J Wealth Management LLC
  1. iShares Core S&P 500 ETF (IVV) - 49,118 shares, 18.46% of the total portfolio. Shares reduced by 4.26%
  2. iShares MSCI USA ESG Optimized ETF (ESGU) - 91,796 shares, 7.88% of the total portfolio. Shares added by 0.24%
  3. BTC iShares U.S. Treasury Bond ETF (GOVT) - 252,238 shares, 6.24% of the total portfolio. Shares added by 3.16%
  4. iShares TIPS Bond ETF (TIP) - 32,515 shares, 3.85% of the total portfolio. Shares added by 18.38%
  5. Berkshire Hathaway Inc (BRK.B) - 14,518 shares, 3.50% of the total portfolio. Shares added by 0.98%
New Purchase: General Motors Co (GM)

4J Wealth Management LLC initiated holding in General Motors Co. The purchase prices were between $40.51 and $60.05, with an estimated average price of $53.11. The stock is now traded at around $59.660000. The impact to a portfolio due to this purchase was 0.29%. The holding were 5,273 shares as of 2021-03-31.

New Purchase: Square Inc (SQ)

4J Wealth Management LLC initiated holding in Square Inc. The purchase prices were between $201.87 and $276.57, with an estimated average price of $234.55. The stock is now traded at around $265.200000. The impact to a portfolio due to this purchase was 0.29%. The holding were 1,353 shares as of 2021-03-31.

New Purchase: Hilton Worldwide Holdings Inc (HLT)

4J Wealth Management LLC initiated holding in Hilton Worldwide Holdings Inc. The purchase prices were between $98.67 and $127.26, with an estimated average price of $115.5. The stock is now traded at around $125.280000. The impact to a portfolio due to this purchase was 0.19%. The holding were 1,654 shares as of 2021-03-31.

Added: iShares J.P. Morgan USD Emerging Markets Bond ETF (EMB)

4J Wealth Management LLC added to a holding in iShares J.P. Morgan USD Emerging Markets Bond ETF by 680.64%. The purchase prices were between $106.38 and $114.25, with an estimated average price of $111.08. The stock is now traded at around $109.760000. The impact to a portfolio due to this purchase was 2.04%. The holding were 22,740 shares as of 2021-03-31.

Added: iShares MSCI EM ESG Select ETF (ESGE)

4J Wealth Management LLC added to a holding in iShares MSCI EM ESG Select ETF by 389.53%. The purchase prices were between $41.83 and $47.19, with an estimated average price of $44.47. The stock is now traded at around $43.240000. The impact to a portfolio due to this purchase was 1.23%. The holding were 37,562 shares as of 2021-03-31.

Added: Sea Ltd (SE)

4J Wealth Management LLC added to a holding in Sea Ltd by 23.94%. The purchase prices were between $194.37 and $280, with an estimated average price of $232.98. The stock is now traded at around $245.340000. The impact to a portfolio due to this purchase was 0.15%. The holding were 3,697 shares as of 2021-03-31.

Added: NextEra Energy Inc (NEE)

4J Wealth Management LLC added to a holding in NextEra Energy Inc by 54.09%. The purchase prices were between $70.7 and $86.87, with an estimated average price of $78.13. The stock is now traded at around $77.640000. The impact to a portfolio due to this purchase was 0.12%. The holding were 4,914 shares as of 2021-03-31.

Added: BTC iShares Floating Rate Bond ETF (FLOT)

4J Wealth Management LLC added to a holding in BTC iShares Floating Rate Bond ETF by 25.06%. The purchase prices were between $50.65 and $50.8, with an estimated average price of $50.75. The stock is now traded at around $50.750000. The impact to a portfolio due to this purchase was 0.06%. The holding were 5,988 shares as of 2021-03-31.

Added: Shopify Inc (SHOP)

4J Wealth Management LLC added to a holding in Shopify Inc by 26.63%. The purchase prices were between $1039.91 and $1474, with an estimated average price of $1212.21. The stock is now traded at around $1202.000000. The impact to a portfolio due to this purchase was 0.05%. The holding were 252 shares as of 2021-03-31.

Sold Out: iShares 0-5 Year High Yield Corporate Bond ETF (SHYG)

4J Wealth Management LLC sold out a holding in iShares 0-5 Year High Yield Corporate Bond ETF. The sale prices were between $44.72 and $45.61, with an estimated average price of $45.15.

Sold Out: BTC iShares MSCI EAFE Growth ETF (EFG)

4J Wealth Management LLC sold out a holding in BTC iShares MSCI EAFE Growth ETF. The sale prices were between $97.17 and $105.39, with an estimated average price of $101.69.

Sold Out: ETFMG Prime Cyber Security ETF (HACK)

4J Wealth Management LLC sold out a holding in ETFMG Prime Cyber Security ETF. The sale prices were between $53.92 and $62.84, with an estimated average price of $58.49.



Here is the complete portfolio of 4J Wealth Management LLC. Also check out:

1. 4J Wealth Management LLC's Undervalued Stocks
2. 4J Wealth Management LLC's Top Growth Companies, and
3. 4J Wealth Management LLC's High Yield stocks
4. Stocks that 4J Wealth Management LLC keeps buying

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