81 is the total number of securities WJ Interests, LLC has owned. The longest WJ Interests, LLC has owned a single stock is 6 quarters.
Period | Weighting | Quarter | |||||||
---|---|---|---|---|---|---|---|---|---|
Ticker | Name | Longest | Shortest | Min. | Avg. | Max. | First | Latest | ↓ Count |
NTSX | WISDOMTREE TR | 6 | 6 | 10.33% | 18.21% | 21.47% | Q2 2022 | Q3 2023 | 6 |
VT | VANGUARD INTL EQUITY I... | 6 | 6 | 13.10% | 17.88% | 19.44% | Q2 2022 | Q3 2023 | 6 |
NTSI | WISDOMTREE TR | 6 | 6 | 7.06% | 13.74% | 16.65% | Q2 2022 | Q3 2023 | 6 |
ROMO | STRATEGY SHS | 6 | 6 | 12.30% | 13.48% | 15.28% | Q2 2022 | Q3 2023 | 6 |
AVEM | AMERICAN CENTY ETF TR | 6 | 6 | 5.35% | 8.29% | 9.22% | Q2 2022 | Q3 2023 | 6 |
SIMPLIFY EXCHANGE TRAD... | 6 | 6 | 4.76% | 7.08% | 8.07% | Q2 2022 | Q3 2023 | 6 | |
MINT | PIMCO ETF TR | 6 | 6 | 1.26% | 2.90% | 4.87% | Q2 2022 | Q3 2023 | 6 |
MSFT | MICROSOFT CORP | 6 | 6 | 0.22% | 0.22% | 0.24% | Q2 2022 | Q3 2023 | 6 |
AMERICAN CENTY ETF TR | 4 | 4 | 5.66% | 5.84% | 6.25% | Q4 2022 | Q3 2023 | 4 | |
AVUV | AMERICAN CENTY ETF TR | 3 | 3 | 6.03% | 6.12% | 6.24% | Q1 2023 | Q3 2023 | 3 |
STELLAR BANCORP INC | 2 | 1 | 0.75% | 0.93% | 1.24% | Q4 2022 | Q3 2023 | 3 | |
SYY | SYSCO CORP | 2 | 1 | 0.30% | 0.34% | 0.42% | Q4 2022 | Q3 2023 | 3 |
XOM | EXXON MOBIL CORP | 2 | 1 | 0.19% | 0.24% | 0.30% | Q4 2022 | Q3 2023 | 3 |
BNL | BROADSTONE NET LEASE INC | 2 | 1 | 0.16% | 0.18% | 0.21% | Q4 2022 | Q3 2023 | 3 |
WMT | WALMART INC | 2 | 1 | 0.16% | 0.18% | 0.19% | Q4 2022 | Q3 2023 | 3 |
SPD | SIMPLIFY EXCHANGE TRAD... | 2 | 2 | 4.87% | 6.17% | 7.47% | Q2 2022 | Q3 2022 | 2 |
SIMPLIFY EXCHANGE TRAD... | 2 | 2 | 4.66% | 5.61% | 6.55% | Q2 2022 | Q3 2022 | 2 | |
THIRD COAST BANCSHARES... | 2 | 2 | 0.50% | 0.50% | 0.50% | Q2 2023 | Q3 2023 | 2 | |
AAPL | APPLE INC | 1 | 1 | 0.09% | 0.12% | 0.15% | Q4 2022 | Q2 2023 | 2 |
MUB | ISHARES TR | 1 | 1 | 8.90% | 8.90% | 8.90% | Q2 2022 | Q2 2022 | 1 |
URTH | ISHARES INC | 1 | 1 | 6.96% | 6.96% | 6.96% | Q2 2022 | Q2 2022 | 1 |
IEF | ISHARES TR | 1 | 1 | 4.48% | 4.48% | 4.48% | Q2 2022 | Q2 2022 | 1 |
VLUE | ISHARES TR | 1 | 1 | 4.06% | 4.06% | 4.06% | Q2 2022 | Q2 2022 | 1 |
BOND | PIMCO ETF TR | 1 | 1 | 3.73% | 3.73% | 3.73% | Q2 2022 | Q2 2022 | 1 |
IEMG | ISHARES INC | 1 | 1 | 2.50% | 2.50% | 2.50% | Q2 2022 | Q2 2022 | 1 |
TOTL | SSGA ACTIVE ETF TR | 1 | 1 | 2.33% | 2.33% | 2.33% | Q4 2022 | Q4 2022 | 1 |
NEAR | ISHARES U S ETF TR | 1 | 1 | 1.97% | 1.97% | 1.97% | Q4 2022 | Q4 2022 | 1 |
JNK | SPDR SER TR | 1 | 1 | 0.22% | 0.22% | 0.22% | Q2 2022 | Q2 2022 | 1 |
COP | CONOCOPHILLIPS | 1 | 1 | 0.14% | 0.14% | 0.14% | Q4 2022 | Q4 2022 | 1 |
XEL | XCEL ENERGY INC | 1 | 1 | 0.12% | 0.12% | 0.12% | Q4 2022 | Q4 2022 | 1 |
MDT | MEDTRONIC PLC | 1 | 1 | 0.11% | 0.11% | 0.11% | Q4 2022 | Q4 2022 | 1 |
PSX | PHILLIPS 66 | 1 | 1 | 0.10% | 0.10% | 0.10% | Q4 2022 | Q4 2022 | 1 |
KO | COCA COLA CO | 1 | 1 | 0.09% | 0.09% | 0.09% | Q4 2022 | Q4 2022 | 1 |
WPC | WP CAREY INC | 1 | 1 | 0.08% | 0.08% | 0.08% | Q4 2022 | Q4 2022 | 1 |
BMY | BRISTOL-MYERS SQUIBB CO | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2022 | Q4 2022 | 1 |
ADX | ADAMS DIVERSIFIED EQUI... | 1 | 1 | 0.07% | 0.07% | 0.07% | Q4 2022 | Q4 2022 | 1 |
T | AT&T INC | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2022 | Q4 2022 | 1 |
JNJ | JOHNSON & JOHNSON | 1 | 1 | 0.06% | 0.06% | 0.06% | Q4 2022 | Q4 2022 | 1 |
LRCX | LAM RESEARCH CORP | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q4 2022 | 1 |
AMZN | AMAZON COM INC | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q4 2022 | 1 |
CMCSA | COMCAST CORP NEW | 1 | 1 | 0.05% | 0.05% | 0.05% | Q4 2022 | Q4 2022 | 1 |
V | VISA INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
VZ | VERIZON COMMUNICATIONS... | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
ZTS | ZOETIS INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
MA | MASTERCARD INCORPORATED | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
ILMN | ILLUMINA INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
GIS | GENERAL MLS INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
WLTW | WILLIS TOWERS WATSON P... | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
STRS | STRATUS PPTYS INC | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
CI | CIGNA CORP NEW | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
CP | CANADIAN PAC RY LTD | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
KMB | KIMBERLY-CLARK CORP | 1 | 1 | 0.04% | 0.04% | 0.04% | Q4 2022 | Q4 2022 | 1 |
TSLA | TESLA INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
TGTX | TG THERAPEUTICS INC | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
SBUX | STARBUCKS CORP | 1 | 1 | 0.03% | 0.03% | 0.03% | Q4 2022 | Q4 2022 | 1 |
DUK | DUKE ENERGY CORP NEW | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
CTVA | CORTEVA INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
SYK | STRYKER CORPORATION | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
NFG | NATIONAL FUEL GAS CO | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
CARA | CARA THERAPEUTICS INC | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
TECK | TECK RESOURCES LTD | 1 | 1 | 0.02% | 0.02% | 0.02% | Q4 2022 | Q4 2022 | 1 |
JD | JD.COM INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
BAC | BANK AMERICA CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
FCX | FREEPORT-MCMORAN INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
ZBH | ZIMMER BIOMET HOLDINGS... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
IRM | IRON MTN INC DEL | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
BA | BOEING CO | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
PAAS | PAN AMERN SILVER CORP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
CNP | CENTERPOINT ENERGY INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
MSTR | MICROSTRATEGY INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
ITB | ISHARES TR | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
BSM | BLACK STONE MINERALS L P | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
KRP | KIMBELL RTY PARTNERS LP | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
SHELL PLC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 | |
EPD | ENTERPRISE PRODS PARTN... | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
CPNG | COUPANG INC | 1 | 1 | 0.01% | 0.01% | 0.01% | Q4 2022 | Q4 2022 | 1 |
VUZI | VUZIX CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
DIS | DISNEY WALT CO | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
AMRN | AMARIN CORP PLC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
FB | META PLATFORMS INC | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
CCL | CARNIVAL CORP | 1 | 1 | 0.00% | 0.00% | 0.00% | Q4 2022 | Q4 2022 | 1 |
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The securities at the top of the list , including WISDOMTREE TR, VANGUARD INTL EQUITY INDEX F, and WISDOMTREE TR, are the highest-conviction holdings of WJ Interests, LLC.
The conviction is calculated by counting the number of quarters a security has been reported by WJ Interests, LLC. The higher the number, the higher the conviction and longer the holding period.
This page lists all the securities that WJ Interests, LLC owns currently or has owned in the past.