$206 Million is the total value of WJ Wealth Management, LLC's 64 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 100.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
PAYC | Exit | PAYCOM SOFTWARE INC | $0 | – | -706 | -100.0% | -0.11% | – |
IBDQ | Exit | ISHARES TRibonds dec25 etf | $0 | – | -61,656 | -100.0% | -0.71% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-10-11
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.