13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001840775
Total reported value
$203.9M
$203.9M
87 檔
21.6%
At the close of Q1 2024, 4J Wealth Management LLC disclosed equity holdings valued at approximately $203.9M, spread across 87 reported holdings.
During Q1 2024, 4J Wealth Management LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including IVV, DGRO, GOVT) accounted for 21.6% of total reported equity market value during Q1 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 11.31% | -0.27% | +0.06% | |
| 2 | DGRO | Ishares Core Dividend Growth | ETF-Other | 10.29% | +0.38% | +0.38% | |
| 3 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 5.85% | -0.05% | +22.48% | |
| 4 | TCAF | T Rowe Prc Cap Appreciation | ETF-Other | 5.34% | -1.33% | +5.79% | |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 5.22% | -0.41% | -1.73% | |
| 6 | TFLR | T Rowe Price Floating Rt ETF | ETF-Other | 4.71% | -0.78% | — | |
| 7 | NVDA | Nvidia CORP | Stock-Tech | 3.45% | -0.03% | -12.46% | |
| 8 | IBTE | Ishares Ibonds Dec 2024 Term | ETF-Other | 3.30% | — | -26.49% | |
| 9 | BUFB | Innovator Ladd Allo Buff ETF | ETF-Other | 2.96% | -0.06% | — | |
| 10 | AAPL | Apple Inc | Stock-Tech | 2.45% | -0.12% | -2.60% | |
| 11 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.07% | +0.12% | -3.68% | |
| 12 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.06% | -0.06% | -0.90% | |
| 13 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 1.98% | -0.25% | -1.31% | |
| 14 | MSFT | Microsoft CORP | Stock-Tech | 1.73% | -0.17% | -2.64% | |
| 15 | IXN | Ishares Global Tech ETF | ETF-Tech | 1.67% | +0.02% | +0.50% | |
| 16 | NOC | Northrop Grumman CORP | Stock-Industrials | 1.57% | -0.52% | — | |
| 17 | IBDP | Ishares Ibonds Dec 2024 Term | ETF-Other | 1.45% | — | +20.34% | |
| 18 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-Other | 1.40% | — | +17.27% | |
| 19 | XOM | Exxon Mobil CORP | Stock-Energy | 1.30% | -0.36% | -0.16% | |
| 20 | MA | Mastercard Inc - A | Stock-Financials | 1.23% | -0.15% | -2.21% | |
| 21 | MUB | Ishares National Muni Bond E | ETF-Other | 0.98% | -0.09% | -60.81% | |
| 22 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 0.95% | -0.09% | -8.82% | |
| 23 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-Gov Bonds | 0.91% | — | -0.11% | |
| 24 | MEAR | Ishrs Short Mat Muni Act ETF | ETF-Other | 0.85% | -0.07% | -20.71% | |
| 25 | SLQD | Ishares 0-5 Yr Inv Grd CORP | ETF-Other | 0.85% | -0.07% | +0.60% | |
| 26 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-Other | 0.82% | -0.64% | EXIT | |
| 27 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-Other | 0.81% | -1.16% | EXIT | |
| 28 | IBTH | Ishares Ibonds Dec 2027 Term | ETF-Other | 0.80% | +0.01% | -62.81% | |
| 29 | ANETEUR | Arista Networks Inc | Stock-Other | 0.77% | — | — | |
| 30 | IFRA | Ishares US Infrastructure | ETF-Other | 0.71% | — | +7.68% | |
| 31 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.71% | -0.03% | -3.11% | |
| 32 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.68% | -0.07% | -3.44% | |
| 33 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.68% | — | +0.39% | |
| 34 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-Gov Bonds | 0.62% | — | -22.73% | |
| 35 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.62% | — | -2.12% | |
| 36 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.60% | -0.08% | — | |
| 37 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.58% | -0.01% | +2.63% | |
| 38 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.54% | -0.05% | — | |
| 39 | ORCL | Oracle CORP | Stock-Tech | 0.54% | -0.07% | +0.26% | |
| 40 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.53% | +0.05% | -3.45% | |
| 41 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.48% | — | -3.29% | |
| 42 | NEAR | Ishares Sh Dba ETF Usd Inc | ETF-Other | 0.48% | +0.02% | -0.62% | |
| 43 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-Gov Bonds | 0.48% | — | +0.11% | |
| 44 | QFLR | Innovator Nasdaq-100 Mf ETF | ETF-Tech | 0.47% | -0.02% | — | |
| 45 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.45% | — | +9.20% | |
| 46 | TDG | Transdigm Group Inc | Stock-Industrials | 0.43% | -0.02% | -1.47% | |
| 47 | GSY | Invesco Ultra Short Duration | ETF-Other | 0.41% | -0.04% | +9.84% | |
| 48 | AMT | American Tower CORP | Stock-Real Estate | 0.41% | — | -8.22% | |
| 49 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-Other | 0.41% | -0.03% | +40.26% | |
| 50 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.40% | -0.03% | -2.56% |
According to official SEC Form 13F filings, 4J Wealth Management LLC reported a total U.S. public equity portfolio value of $203.9M across 87 disclosed positions in Q1 2024.
During Q1 2024, 4J Wealth Management LLC's top holdings by market value included IVV (11.3%)、DGRO (10.3%)、GOVT (5.8%). The largest single position, IVV, represented 11.3% of total portfolio value.
In Q1 2024, 4J Wealth Management LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.