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CIK: 0001840775
Total reported value
$203.9M
$203.9M
88 檔
25.3%
In Q3 2024, 4J Wealth Management LLC's U.S. equity holdings reached a combined market value of $203.9M, distributed across 88 disclosed stock positions.
In Q3 2024, 4J Wealth Management LLC displayed an active expansion posture, initiating 3 new positions and adding to 17 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 15.18% | -0.27% | +1.78% | |
| 2 | DGRO | Ishares Core Dividend Growth | ETF-Other | 7.73% | +0.38% | +0.36% | |
| 3 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 5.78% | -0.05% | +0.39% | |
| 4 | TCAF | T Rowe Prc Cap Appreciation | ETF-Other | 5.67% | -1.33% | +3.22% | |
| 5 | TFLR | T Rowe Price Floating Rt ETF | ETF-Other | 5.55% | -0.78% | +14.10% | |
| 6 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 5.11% | -0.41% | -0.91% | |
| 7 | NVDA | Nvidia CORP | Stock-Tech | 3.99% | -0.03% | -1.23% | |
| 8 | BUFB | Innovator Ladd Allo Buff ETF | ETF-Other | 3.20% | -0.06% | +6.55% | |
| 9 | AAPL | Apple Inc | Stock-Tech | 2.98% | -0.12% | -0.02% | |
| 10 | IBTE | Ishares Ibonds Dec 2024 Term | ETF-Other | 2.96% | — | -1.05% | |
| 11 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.00% | +0.12% | -1.83% | |
| 12 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.86% | -0.06% | -1.11% | |
| 13 | IXN | Ishares Global Tech ETF | ETF-Tech | 1.68% | +0.02% | +0.34% | |
| 14 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 1.63% | -0.25% | -0.13% | |
| 15 | NOC | Northrop Grumman CORP | Stock-Industrials | 1.56% | -0.52% | — | |
| 16 | MSFT | Microsoft CORP | Stock-Tech | 1.54% | -0.17% | -2.05% | |
| 17 | IBDP | Ishares Ibonds Dec 2024 Term | ETF-Other | 1.29% | — | -1.90% | |
| 18 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-Other | 1.20% | — | -2.80% | |
| 19 | XOM | Exxon Mobil CORP | Stock-Energy | 1.18% | -0.36% | -0.23% | |
| 20 | MA | Mastercard Inc - A | Stock-Financials | 1.11% | -0.15% | -0.41% | |
| 21 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.93% | -0.03% | +0.09% | |
| 22 | ANETEUR | Arista Networks Inc | Stock-Other | 0.91% | — | — | |
| 23 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-Gov Bonds | 0.89% | — | +3.05% | |
| 24 | IBTH | Ishares Ibonds Dec 2027 Term | ETF-Other | 0.83% | +0.01% | +11.08% | |
| 25 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-Other | 0.83% | -1.16% | EXIT | |
| 26 | MUB | Ishares National Muni Bond E | ETF-Other | 0.81% | -0.09% | -3.21% | |
| 27 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-Other | 0.81% | -0.64% | EXIT | |
| 28 | MEAR | Ishrs Short Mat Muni Act ETF | ETF-Other | 0.77% | -0.07% | -0.63% | |
| 29 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 0.75% | -0.09% | — | |
| 30 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.68% | -0.07% | +0.26% | |
| 31 | ORCL | Oracle CORP | Stock-Tech | 0.66% | -0.07% | — | |
| 32 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.63% | — | — | |
| 33 | SLQD | Ishares 0-5 Yr Inv Grd CORP | ETF-Other | 0.60% | -0.07% | -16.65% | |
| 34 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.58% | -0.08% | -1.31% | |
| 35 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.57% | -0.01% | — | |
| 36 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-Gov Bonds | 0.53% | — | -3.58% | |
| 37 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.51% | -0.05% | — | |
| 38 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 0.49% | — | — | |
| 39 | IBTG | Ishares Ibonds Dec 2026 Term | ETF-Other | 0.48% | -0.13% | EXIT | |
| 40 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.46% | +0.05% | -1.19% | |
| 41 | QFLR | Innovator Nasdaq-100 Mf ETF | ETF-Tech | 0.45% | -0.02% | — | |
| 42 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.45% | — | -6.61% | |
| 43 | NEAR | Ishares Sh Dba ETF Usd Inc | ETF-Other | 0.43% | +0.02% | +0.08% | |
| 44 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-Gov Bonds | 0.43% | — | +0.17% | |
| 45 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.43% | +0.05% | +36.14% | |
| 46 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-Other | 0.42% | -0.03% | +6.22% | |
| 47 | TDG | Transdigm Group Inc | Stock-Industrials | 0.41% | -0.02% | — | |
| 48 | GLD | Spdr Gold Shares | ETF-Commodities | 0.41% | -0.11% | — | |
| 49 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.38% | -0.03% | — | |
| 50 | GSY | Invesco Ultra Short Duration | ETF-Other | 0.35% | -0.04% | -7.73% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | +0.5% | NEW | New buy |
| 2 | TFLR | T Rowe Price Floating Rt ETF | +0.4% | +14.10% | Add |
| 3 | BRK-B | Berkshire Hathaway Inc-cl B | +0.3% | -0.91% | Trim |
| 4 | NOC | Northrop Grumman CORP | +0.2% | — | Unchanged |
| 5 | TSLA | Tesla Inc | +0.2% | +0.09% | Add |
| 6 | ATO | Atmos Energy CORP | +0.2% | NEW | New buy |
| 7 | DGRO | Ishares Core Dividend Growth | +0.2% | +0.36% | Add |
| 8 | NEE | Nextera Energy Inc | +0.2% | NEW | New buy |
| 9 | TCAF | T Rowe Prc Cap Appreciation | +0.1% | +3.22% | Add |
| 10 | AAPL | Apple Inc | +0.1% | -0.02% | Trim |
| 11 | BUFB | Innovator Ladd Allo Buff ETF | +0.1% | +6.55% | Add |
| 12 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +36.14% | Add |
| 13 | IVV | Ishares Core S&p 500 ETF | +0.1% | +1.78% | Add |
| 14 | ORCL | Oracle CORP | +0.1% | — | Unchanged |
| 15 | IBDR | Ishares Ibonds Dec 2026 Term | +0.1% | +11.71% | Add |
| 16 | IBTG | Ishares Ibonds Dec 2026 Term | +0.1% | +21.75% | Add |
| 17 | MA | Mastercard Inc - A | +0.1% | -0.41% | Trim |
| 18 | IBTH | Ishares Ibonds Dec 2027 Term | +0.1% | +11.08% | Add |
| 19 | BN | Brookfield CORP | +0.1% | -0.02% | Trim |
| 20 | META | Meta Platforms Inc-class A | 0% | +0.26% | Add |
| 21 | GLD | Spdr Gold Shares | 0% | — | Unchanged |
| 22 | GE | General Electric | 0% | — | Unchanged |
| 23 | MCD | Mcdonald's CORP | 0% | — | Unchanged |
| 24 | AXP | American Express Co | 0% | — | Unchanged |
| 25 | ANETEUR | Arista Networks Inc | 0% | — | Unchanged |
| 26 | TDG | Transdigm Group Inc | 0% | — | Unchanged |
| 27 | UNH | Unitedhealth Group Inc | 0% | — | Unchanged |
| 28 | JNJ | Johnson & Johnson | 0% | -0.26% | Trim |
| 29 | IBTI | Ishares Ibonds Dec 2028 Term | 0% | +13.90% | Add |
| 30 | ABBV | Abbvie Inc | 0% | — | Unchanged |
| 31 | USMV | Ishares Msci USA Min Vol Fac | 0% | — | Unchanged |
| 32 | IBDT | Ishares Ibonds Dec 2028 ETF | 0% | +6.22% | Add |
| 33 | MCO | Moody's CORP | 0% | — | Unchanged |
| 34 | IBDU | Ishares Ibonds Dec 2029 Term | 0% | +10.27% | Add |
| 35 | IVE | Ishares S&p 500 Value ETF | 0% | — | Unchanged |
| 36 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | 0% | +3.21% | Add |
| 37 | SPY | Ss Spdr S&p 500 ETF Trust-us | 0% | — | Unchanged |
| 38 | IGIB | Ishares 5-10y Inv Grade CORP | 0% | — | Unchanged |
| 39 | TLT | iShares 20+ Year Treasury Bond ETF | 0% | +3.05% | Add |
| 40 | IJH | Ishares Core S&p Midcap ETF | -0.1% | -17.54% | Trim |
| 41 | GOOGL | Alphabet Inc-cl A | -0.1% | -1.19% | Trim |
| 42 | SHY | Ishares 1-3 Year Treasury Bo | -0.1% | -0.13% | Trim |
| 43 | GOVT | Ishares US Treasury Bond ETF | -0.1% | +0.39% | Add |
| 44 | SLQD | Ishares 0-5 Yr Inv Grd CORP | -0.2% | -16.65% | Trim |
| 45 | MSFT | Microsoft CORP | -0.2% | -2.05% | Trim |
| 46 | AMZN | Amazon.com Inc | -0.2% | -1.11% | Trim |
| 47 | IBTE | Ishares Ibonds Dec 2024 Term | -0.2% | -1.05% | Trim |
| 48 | XRAY | Dentsply Sirona Inc | -0.2% | EXIT | Sold out |
| 49 | GOOG | Alphabet Inc-cl C | -0.4% | -1.83% | Trim |
| 50 | NVDA | Nvidia CORP | -0.4% | -1.23% | Trim |
According to official SEC Form 13F filings, 4J Wealth Management LLC reported a total U.S. public equity portfolio value of $203.9M across 88 disclosed positions in Q3 2024.
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.
In terms of portfolio concentration, the top 5 core holdings (including IVV, DGRO, GOVT) accounted for 25.3% of total reported equity market value during Q3 2024.
Top New Position Initiated
LQD
市值: $638.6K
Top Position Liquidated / Trimmed
XRAY
前期市值: $290.1K
During Q3 2024, 4J Wealth Management LLC's top holdings by market value included IVV (15.2%)、DGRO (7.7%)、GOVT (5.8%). The largest single position, IVV, represented 15.2% of total portfolio value.
In Q3 2024, 4J Wealth Management LLC made 35 total portfolio adjustments, initiating 3 new buys, adding to 17 positions, trimming 14 holdings, and fully liquidating 1 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.
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