4J Wealth Management LLC holdings history

Add to watchlist

128 is the total number of securities 4J Wealth Management LLC has owned. The longest 4J Wealth Management LLC has owned a single stock is 12 quarters.

4J Wealth Management LLC historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
IVV ISHARES TR12127.35%13.68%22.15%Q4 2020Q3 202312
GOVT ISHARES TR12125.15%6.34%8.49%Q4 2020Q3 202312
BRKB BERKSHIRE HATHAWAY INC...12123.21%4.38%5.38%Q4 2020Q3 202312
IGSB ISHARES TR12121.90%3.95%5.56%Q4 2020Q3 202312
SHY ISHARES TR12122.17%2.84%4.14%Q4 2020Q3 202312
MUB ISHARES TR12121.55%2.27%3.76%Q4 2020Q3 202312
AAPL APPLE INC12121.37%2.23%3.68%Q4 2020Q3 202312
IXN ISHARES TR12121.49%2.22%2.57%Q4 2020Q3 202312
AMZN AMAZON COM INC12121.49%1.97%2.27%Q4 2020Q3 202312
GOOG ALPHABET INC12121.16%1.66%2.28%Q4 2020Q3 202312
NOC NORTHROP GRUMMAN CORP12121.12%1.63%2.41%Q4 2020Q3 202312
IGIB ISHARES TR12121.15%1.56%2.16%Q4 2020Q3 202312
MSFT MICROSOFT CORP12121.13%1.50%1.82%Q4 2020Q3 202312
MA MASTERCARD INCORPORATED12121.20%1.33%1.56%Q4 2020Q3 202312
MEAR ISHARES U S ETF TR12121.03%1.21%1.54%Q4 2020Q3 202312
SLQD ISHARES TR12120.92%1.16%1.36%Q4 2020Q3 202312
NVDA NVIDIA CORPORATION12120.65%1.15%2.24%Q4 2020Q3 202312
SPY SPDR S&P 500 ETF TR12120.82%0.92%1.07%Q4 2020Q3 202312
MTUM ISHARES TR12120.22%0.90%1.76%Q4 2020Q3 202312
IVW ISHARES TR12120.67%0.89%1.12%Q4 2020Q3 202312
XOM EXXON MOBIL CORP12120.42%0.88%1.53%Q4 2020Q3 202312
XRAY DENTSPLY SIRONA INC12120.40%0.88%1.24%Q4 2020Q3 202312
USMV ISHARES TR12120.63%0.82%1.23%Q4 2020Q3 202312
AMT AMERICAN TOWER CORP NEW12120.46%0.81%1.12%Q4 2020Q3 202312
NEAR ISHARES U S ETF TR12120.51%0.69%0.87%Q4 2020Q3 202312
QUAL ISHARES TR12120.58%0.68%0.84%Q4 2020Q3 202312
FB META PLATFORMS INC12120.36%0.67%0.94%Q4 2020Q3 202312
GOOGL ALPHABET INC12120.43%0.57%0.68%Q4 2020Q3 202312
IEF ISHARES TR12120.48%0.55%0.71%Q4 2020Q3 202312
VTI VANGUARD INDEX FDS12120.43%0.49%0.58%Q4 2020Q3 202312
GSY INVESCO ACTIVELY MANAG...12120.33%0.47%0.61%Q4 2020Q3 202312
IVE ISHARES TR12120.36%0.42%0.50%Q4 2020Q3 202312
JNJ JOHNSON & JOHNSON12120.30%0.41%0.60%Q4 2020Q3 202312
GLD SPDR GOLD TR12120.31%0.40%0.53%Q4 2020Q3 202312
TDG TRANSDIGM GROUP INC12120.36%0.39%0.46%Q4 2020Q3 202312
IJH ISHARES TR12120.29%0.37%0.48%Q4 2020Q3 202312
IGM ISHARES TR12120.28%0.31%0.33%Q4 2020Q3 202312
MCD MCDONALDS CORP12120.24%0.29%0.35%Q4 2020Q3 202312
MCO MOODYS CORP12120.26%0.28%0.33%Q4 2020Q3 202312
BJUL INNOVATOR ETFS TR12120.22%0.28%0.45%Q4 2020Q3 202312
ITOT ISHARES TR12120.22%0.24%0.28%Q4 2020Q3 202312
IJR ISHARES TR651.23%1.40%1.50%Q4 2020Q3 202311
D DOMINION ENERGY INC11110.23%0.37%0.51%Q4 2020Q2 202311
AFIN THE NECESSITY RETAIL R...11110.12%0.13%0.16%Q4 2020Q2 202311
UNH UNITEDHEALTH GROUP INC10100.18%0.29%0.40%Q2 2021Q3 202310
V VISA INC640.18%0.22%0.24%Q4 2020Q3 202310
ESGU ISHARES TR997.58%8.75%10.05%Q4 2020Q4 20229
TIP ISHARES TR992.71%3.47%3.94%Q4 2020Q4 20229
NFLX NETFLIX INC610.21%0.50%0.72%Q4 2020Q3 20239
NEE NEXTERA ENERGY INC990.24%0.38%0.54%Q4 2020Q4 20229
MAR MARRIOTT INTL INC NEW610.18%0.22%0.26%Q4 2020Q3 20239
BAM BROOKFIELD ASSET MGMT INC880.30%0.44%0.65%Q4 2020Q3 20228
FLOT ISHARES TR880.23%0.28%0.35%Q4 2020Q3 20228
XLU SELECT SECTOR SPDR TR772.87%3.70%5.58%Q4 2020Q2 20227
PPA INVESCO EXCHANGE TRADE...771.12%1.46%1.58%Q1 2022Q3 20237
SHYG ISHARES TR610.97%1.17%1.66%Q4 2020Q3 20237
TLT ISHARES TR770.25%0.41%0.98%Q4 2020Q2 20227
CVX CHEVRON CORP NEW770.21%0.25%0.30%Q1 2022Q3 20237
COST COSTCO WHSL CORP NEW430.18%0.22%0.25%Q3 2021Q3 20237
AEP AMERICAN ELEC PWR CO INC770.17%0.21%0.27%Q4 2020Q2 20227
VLUE ISHARES TR661.27%2.12%2.45%Q4 2020Q1 20226
HDV ISHARES TR661.67%1.83%1.94%Q2 2022Q3 20236
IBMM ISHARES TR660.90%1.05%1.19%Q2 2022Q3 20236
MBB ISHARES TR660.39%0.95%2.01%Q4 2020Q1 20226
IBTF ISHARES TR660.41%0.73%1.14%Q2 2022Q3 20236
SE SEA LTD660.37%0.70%1.01%Q4 2020Q1 20226
IFRA ISHARES TR660.61%0.64%0.67%Q2 2022Q3 20236
IBTG ISHARES TR660.44%0.58%0.78%Q2 2022Q3 20236
UJAN INNOVATOR ETFS TR660.26%0.37%0.43%Q2 2022Q3 20236
DIS DISNEY WALT CO660.25%0.29%0.33%Q4 2020Q1 20226
SHOP SHOPIFY INC660.19%0.27%0.32%Q4 2020Q1 20226
AGG ISHARES TR660.21%0.24%0.31%Q4 2020Q1 20226
GENERAL ELECTRIC CO330.20%0.23%0.25%Q3 2021Q3 20236
HLT HILTON WORLDWIDE HLDGS...310.19%0.20%0.22%Q1 2021Q3 20236
IBTE ISHARES TR555.95%6.13%6.27%Q3 2022Q3 20235
COMT ISHARES U S ETF TR550.26%1.15%1.64%Q2 2021Q2 20225
IBDQ ISHARES TR550.53%0.96%1.35%Q3 2022Q3 20235
IBDP ISHARES TR550.35%0.77%1.23%Q3 2022Q3 20235
TXN TEXAS INSTRS INC550.29%0.33%0.36%Q3 2022Q3 20235
IBHC ISHARES TR550.25%0.27%0.30%Q3 2022Q3 20235
DHR DANAHER CORPORATION550.24%0.26%0.28%Q3 2022Q3 20235
QQQ INVESCO QQQ TR320.22%0.23%0.24%Q4 2021Q3 20235
ABBV ABBVIE INC210.20%0.23%0.26%Q1 2022Q3 20235
HACK ETF MANAGERS TR410.18%0.19%0.22%Q4 2020Q1 20225
DGRO ISHARES TR440.30%6.93%9.94%Q4 2022Q3 20234
EMB ISHARES TR440.32%1.80%2.30%Q4 2020Q3 20214
TSLA TESLA INC441.20%1.59%2.39%Q4 2022Q3 20234
FALN ISHARES TR440.50%0.85%1.45%Q2 2021Q1 20224
IBDO ISHARES TR440.58%0.61%0.64%Q4 2022Q3 20234
IBTD ISHARES TR440.46%0.54%0.61%Q4 2022Q3 20234
BROOKFIELD CORP440.30%0.34%0.38%Q4 2022Q3 20234
GM GENERAL MTRS CO440.25%0.27%0.28%Q1 2021Q4 20214
SQ SQUARE INC440.20%0.27%0.29%Q1 2021Q4 20214
IBML ISHARES TR440.24%0.25%0.25%Q4 2022Q3 20234
FSK FS KKR CAP CORP440.18%0.20%0.21%Q2 2021Q1 20224
IBTH ISHARES TR332.48%2.55%2.59%Q1 2023Q3 20233
IXG ISHARES TR331.45%1.52%1.59%Q2 2021Q4 20213
IBDS ISHARES TR330.36%0.73%0.98%Q1 2023Q3 20233
UJUN INNOVATOR ETFS TR330.46%0.50%0.55%Q3 2022Q1 20233
SGOV ISHARES TR330.47%0.49%0.52%Q1 2023Q3 20233
IBMN ISHARES TR330.40%0.48%0.54%Q1 2023Q3 20233
IAC IAC INTERACTIVECORP NEW330.38%0.44%0.48%Q3 2021Q1 20223
IBDD ISHARES TR330.38%0.40%0.41%Q2 2022Q4 20223
GE GENERAL ELECTRIC CO330.27%0.36%0.52%Q4 2020Q2 20213
XT ISHARES TR330.27%0.28%0.31%Q4 2020Q2 20213
DDOG DATADOG INC330.22%0.24%0.27%Q3 2021Q1 20223
PG PROCTER AND GAMBLE CO210.18%0.19%0.20%Q4 2021Q2 20233
EMQQ EXCHANGE TRADED CONCEP...222.30%2.58%2.85%Q2 2021Q3 20212
LQD ISHARES TR222.30%2.43%2.56%Q4 2020Q1 20212
IHI ISHARES TR221.58%1.61%1.64%Q4 2020Q1 20212
ESGE ISHARES INC220.31%0.91%1.51%Q4 2020Q1 20212
IEMG ISHARES INC220.74%0.74%0.74%Q4 2020Q1 20212
MTCH MATCH GROUP INC NEW220.65%0.70%0.74%Q4 2020Q1 20212
IBDR ISHARES TR220.55%0.61%0.68%Q2 2023Q3 20232
ORCL ORACLE CORP220.52%0.55%0.58%Q2 2023Q3 20232
ANET ARISTA NETWORKS INC220.50%0.54%0.59%Q2 2023Q3 20232
UNTY UNITY BANCORP INC220.45%0.51%0.57%Q3 2022Q4 20222
IBDT ISHARES TR220.30%0.30%0.30%Q2 2023Q3 20232
THRM GENTHERM INC220.24%0.24%0.24%Q2 2023Q3 20232
INTC INTEL CORP220.21%0.22%0.22%Q2 2023Q3 20232
IBMO ISHARES TR220.20%0.20%0.21%Q2 2023Q3 20232
IJS ISHARES TR111.40%1.40%1.40%Q2 2022Q2 20221
EFG ISHARES TR110.40%0.40%0.40%Q4 2020Q4 20201
T ROWE PRICE ETF INC110.32%0.32%0.32%Q3 2023Q3 20231
CI CIGNA CORP NEW110.24%0.24%0.24%Q4 2022Q4 20221
AXP AMERICAN EXPRESS CO110.22%0.22%0.22%Q2 2023Q2 20231
LQDH ISHARES U S ETF TR110.20%0.20%0.20%Q4 2020Q4 20201
HD HOME DEPOT INC110.18%0.18%0.18%Q4 2021Q4 20211
 Download

The securities at the top of the list , including ISHARES TR, ISHARES TR, and BERKSHIRE HATHAWAY INC DEL, are the highest-conviction holdings of 4J Wealth Management LLC.

The conviction is calculated by counting the number of quarters a security has been reported by 4J Wealth Management LLC. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that 4J Wealth Management LLC owns currently or has owned in the past.