$114 Million is the total value of 4J Wealth Management LLC's 76 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| PPA | New | INVESCO EXCHANGE TRADED FD Taerospace defn | $1,279,000 | – | 16,334 | +100.0% | 1.12% | – |
| CVX | New | CHEVRON CORP NEW | $236,000 | – | 1,452 | +100.0% | 0.21% | – |
| ABBV | New | ABBVIE INC | $236,000 | – | 1,458 | +100.0% | 0.21% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-04-28
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 12 | Q3 2023 | 22.2% |
| ISHARES TR | 12 | Q3 2023 | 8.5% |
| BERKSHIRE HATHAWAY INC DEL | 12 | Q3 2023 | 5.4% |
| ISHARES TR | 12 | Q3 2023 | 5.6% |
| ISHARES TR | 12 | Q3 2023 | 4.1% |
| ISHARES TR | 12 | Q3 2023 | 3.8% |
| APPLE INC | 12 | Q3 2023 | 3.7% |
| ISHARES TR | 12 | Q3 2023 | 2.6% |
| AMAZON COM INC | 12 | Q3 2023 | 2.3% |
| ALPHABET INC | 12 | Q3 2023 | 2.3% |
View 4J Wealth Management LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-23 |
| 13F-HR | 2024-01-22 |
| 13F-HR | 2023-10-24 |
| 13F-HR | 2023-07-14 |
| 13F-HR | 2023-04-21 |
| 13F-HR | 2023-01-18 |
| 13F-HR/A | 2022-10-27 |
| 13F-HR | 2022-10-20 |
| 13F-HR | 2022-08-01 |
| 13F-HR | 2022-04-28 |
View 4J 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.