$485 Million is the total value of JBJ Investment Partners, LLC's 63 reported holdings in Q4 2021. The portfolio turnover from Q3 2021 to Q4 2021 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SPY | SPDR S&P 500 ETF TRtr unit | $1,358,000 | +10.7% | 2,859 | 0.0% | 0.28% | +9.8% | |
| LHX | L3HARRIS TECHNOLOGIES INC | $1,147,000 | -3.1% | 5,378 | 0.0% | 0.24% | -3.7% | |
| WMT | WALMART INC | $387,000 | +3.8% | 2,676 | 0.0% | 0.08% | +3.9% | |
| HD | HOME DEPOT INC | $330,000 | +26.4% | 796 | 0.0% | 0.07% | +25.9% | |
| AEE | AMEREN CORP | $287,000 | +10.0% | 3,223 | 0.0% | 0.06% | +9.3% | |
| AFL | AFLAC INC | $233,000 | +12.0% | 3,986 | 0.0% | 0.05% | +11.6% | |
| MGK | VANGUARD WORLD FDmega grwth ind | $231,000 | +11.1% | 885 | 0.0% | 0.05% | +11.6% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-02-08
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SCHWAB STRATEGIC TR | 12 | Q4 2021 | 19.3% |
| SCHWAB STRATEGIC TR | 12 | Q4 2021 | 13.9% |
| SCHWAB STRATEGIC TR | 12 | Q4 2021 | 12.4% |
| SCHWAB STRATEGIC TR | 12 | Q4 2021 | 4.4% |
| VANGUARD INDEX FDS | 12 | Q4 2021 | 5.9% |
| MICROSOFT CORP | 12 | Q4 2021 | 1.0% |
| JPMORGAN CHASE & CO | 12 | Q4 2021 | 0.8% |
| APPLE INC | 12 | Q4 2021 | 0.5% |
| JOHNSON & JOHNSON | 12 | Q4 2021 | 0.5% |
| CISCO SYS INC | 12 | Q4 2021 | 0.5% |
View JBJ Investment Partners, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2022-02-08 |
| 13F-HR | 2021-10-21 |
| 13F-HR | 2021-07-20 |
| 13F-HR | 2021-04-30 |
| 13F-HR | 2021-02-12 |
| 13F-HR | 2020-10-23 |
| 13F-HR | 2020-08-03 |
| 13F-HR | 2020-04-24 |
| 13F-HR | 2020-01-23 |
| 13F-HR | 2019-10-08 |
View JBJ Investment Partners, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.