$150 Million is the total value of WJ Wealth Management, LLC's 49 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BA | BOEING CO | $921,000 | -4.8% | 4,807 | 0.0% | 0.61% | +5.9% | |
| NFLX | NETFLIX INC | $402,000 | -37.9% | 1,076 | 0.0% | 0.27% | -31.0% | |
| GIS | GENERAL MLS INC | $386,000 | +0.5% | 5,700 | 0.0% | 0.26% | +11.7% | |
| LPLA | LPL FINL HLDGS INC | $365,000 | +14.1% | 2,000 | 0.0% | 0.24% | +27.2% | |
| IGV | ISHARES TRexpanded tech | $306,000 | -13.8% | 890 | 0.0% | 0.20% | -4.2% | |
| ROK | ROCKWELL AUTOMATION INC | $293,000 | -19.7% | 1,046 | 0.0% | 0.20% | -10.6% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-05-13
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| INVESCO QQQ TR | 16 | Q3 2023 | 21.1% |
| ISHARES TR | 16 | Q3 2023 | 11.8% |
| AMAZON COM INC | 16 | Q3 2023 | 6.7% |
| APPLE INC | 16 | Q3 2023 | 4.5% |
| ISHARES TR | 16 | Q3 2023 | 8.1% |
| ISHARES TR | 16 | Q3 2023 | 3.6% |
| MICROSOFT CORP | 16 | Q3 2023 | 2.2% |
| NVIDIA CORPORATION | 16 | Q3 2023 | 2.4% |
| INVESCO EXCHANGE TRADED FD T | 16 | Q3 2023 | 4.1% |
| ALPHABET INC | 16 | Q3 2023 | 1.5% |
View WJ Wealth Management, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-18 |
| 13F-HR | 2024-01-16 |
| 13F-HR | 2023-10-11 |
| 13F-HR | 2023-07-12 |
| 13F-HR | 2023-04-12 |
| 13F-HR | 2023-02-15 |
| 13F-HR | 2022-10-18 |
| 13F-HR | 2022-08-05 |
| 13F-HR | 2022-05-13 |
| 13F-HR | 2022-02-14 |
View WJ Wealth Management, 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.