$159 Million is the total value of WJ Wealth Management, LLC's 54 reported holdings in Q3 2022. The portfolio turnover from Q2 2022 to Q3 2022 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| LLY | Exit | LILLY ELI & CO | $0 | – | -700 | -100.0% | -0.16% | – |
| IBDD | Exit | ISHARES TRibonds mar23 etf | $0 | – | -16,665 | -100.0% | -0.31% | – |
| GCOW | Exit | PACER FDS TRglobl cash etf | $0 | – | -154,559 | -100.0% | -3.38% | – |
| RPV | Exit | INVESCO EXCHANGE TRADED FD Ts&p500 pur val | $0 | – | -70,019 | -100.0% | -3.73% | – |
| COWZ | Exit | PACER FDS TRus cash cows 100 | $0 | – | -202,065 | -100.0% | -6.19% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-10-18
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| INVESCO QQQ TR | 19 | Q2 2024 | 21.1% |
| ISHARES TR | 19 | Q2 2024 | 11.8% |
| ISHARES TR | 19 | Q2 2024 | 9.1% |
| AMAZON COM INC | 19 | Q2 2024 | 6.7% |
| APPLE INC | 19 | Q2 2024 | 4.5% |
| NVIDIA CORPORATION | 19 | Q2 2024 | 6.0% |
| ISHARES TR | 19 | Q2 2024 | 3.6% |
| MICROSOFT CORP | 19 | Q2 2024 | 2.5% |
| ALPHABET INC | 19 | Q2 2024 | 2.1% |
| INVESCO EXCHANGE TRADED FD T | 19 | Q2 2024 | 4.1% |
View WJ Wealth Management, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-08-12 |
| 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 |
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.