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CIK: 0001840775
Total reported value
$203.9M
$203.9M
84 檔
25.8%
According to the latest 13F quarterly dataset, 4J Wealth Management LLC managed an equity portfolio of $203.9M at the end of Q4 2024, spanning 84 distinct U.S. exchange-listed positions.
In Q4 2024, 4J Wealth Management LLC adopted a defensive or profit-taking posture, trimming 21 positions and completely liquidating 9 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 16.16% | -0.27% | -0.21% | |
| 2 | DGRO | Ishares Core Dividend Growth | ETF-Other | 8.49% | +0.38% | +7.34% | |
| 3 | TCAF | T Rowe Prc Cap Appreciation | ETF-Other | 6.66% | -1.33% | +12.18% | |
| 4 | TFLR | T Rowe Price Floating Rt ETF | ETF-Other | 6.15% | -0.78% | +5.89% | |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 5.08% | -0.41% | -3.40% | |
| 6 | NVDA | Nvidia CORP | Stock-Tech | 4.61% | -0.03% | — | |
| 7 | BUFB | Innovator Ladd Allo Buff ETF | ETF-Other | 3.64% | -0.06% | +6.41% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 3.30% | -0.12% | -1.39% | |
| 9 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 2.99% | -0.12% | — | |
| 10 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.22% | -0.06% | -3.28% | |
| 11 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 2.19% | +0.12% | -7.78% | |
| 12 | IXN | Ishares Global Tech ETF | ETF-Tech | 1.81% | +0.02% | +0.41% | |
| 13 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 1.64% | -0.25% | -2.54% | |
| 14 | MSFT | Microsoft CORP | Stock-Tech | 1.53% | -0.17% | -3.11% | |
| 15 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.48% | -0.03% | -0.77% | |
| 16 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-Other | 1.47% | — | +16.82% | |
| 17 | NOC | Northrop Grumman CORP | Stock-Industrials | 1.45% | -0.52% | — | |
| 18 | MA | Mastercard Inc - A | Stock-Financials | 1.19% | -0.15% | -3.35% | |
| 19 | IAU | Ishares Gold Trust | ETF-Commodities | 1.18% | -0.19% | — | |
| 20 | XOM | Exxon Mobil CORP | Stock-Energy | 1.13% | -0.36% | — | |
| 21 | ANET | Arista Networks Inc | Stock-Tech | 1.10% | +0.17% | — | |
| 22 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-Other | 1.02% | -1.16% | EXIT | |
| 23 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-Other | 0.95% | -0.64% | EXIT | |
| 24 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-Gov Bonds | 0.84% | — | -8.98% | |
| 25 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 0.79% | -0.09% | +4.50% | |
| 26 | MUB | Ishares National Muni Bond E | ETF-Other | 0.77% | -0.09% | -7.70% | |
| 27 | IBTH | Ishares Ibonds Dec 2027 Term | ETF-Other | 0.76% | +0.01% | -11.41% | |
| 28 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.73% | -0.07% | +0.06% | |
| 29 | MEAR | Ishrs Short Mat Muni Act ETF | ETF-Other | 0.72% | -0.07% | -9.64% | |
| 30 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.70% | — | -0.12% | |
| 31 | ORCL | Oracle CORP | Stock-Tech | 0.67% | -0.07% | — | |
| 32 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.61% | -0.01% | — | |
| 33 | SLQD | Ishares 0-5 Yr Inv Grd CORP | ETF-Other | 0.58% | -0.07% | -5.86% | |
| 34 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.56% | -0.08% | -5.88% | |
| 35 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.53% | +0.05% | -2.08% | |
| 36 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.52% | -0.05% | — | |
| 37 | QFLR | Innovator Nasdaq-100 Mf ETF | ETF-Tech | 0.51% | -0.02% | +2.37% | |
| 38 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.48% | — | -0.49% | |
| 39 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.47% | +0.05% | — | |
| 40 | GLD | Spdr Gold Shares | ETF-Commodities | 0.42% | -0.11% | — | |
| 41 | NEAR | Ishares Sh Dba ETF Usd Inc | ETF-Other | 0.42% | +0.02% | -6.75% | |
| 42 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-Other | 0.42% | -0.03% | -2.64% | |
| 43 | BN | Brookfield CORP | Stock-Financials | 0.39% | -0.03% | — | |
| 44 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.38% | -0.03% | — | |
| 45 | TDG | Transdigm Group Inc | Stock-Industrials | 0.38% | -0.02% | -0.27% | |
| 46 | TBUX | T Rowe Price Ultra Short-ter | ETF-Other | 0.38% | +0.33% | +105.50% | |
| 47 | GSY | Invesco Ultra Short Duration | ETF-Other | 0.37% | -0.04% | +2.25% | |
| 48 | IBTG | Ishares Ibonds Dec 2026 Term | ETF-Other | 0.37% | -0.13% | EXIT | |
| 49 | IGM | Ishares Expanded Tech Sector | ETF-Tech | 0.36% | +0.05% | — | |
| 50 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 0.34% | -0.05% | -94.21% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IEI | Ishares 3-7 Year Treasury Bo | +3% | NEW | New buy |
| 2 | IAU | Ishares Gold Trust | +1.2% | NEW | New buy |
| 3 | ANET | Arista Networks Inc | +1.1% | NEW | New buy |
| 4 | TCAF | T Rowe Prc Cap Appreciation | +1% | +12.18% | Add |
| 5 | IVV | Ishares Core S&p 500 ETF | +1% | -0.21% | Trim |
| 6 | DGRO | Ishares Core Dividend Growth | +0.8% | +7.34% | Add |
| 7 | NVDA | Nvidia CORP | +0.6% | — | Unchanged |
| 8 | TFLR | T Rowe Price Floating Rt ETF | +0.6% | +5.89% | Add |
| 9 | TSLA | Tesla Inc | +0.6% | -0.77% | Trim |
| 10 | BUFB | Innovator Ladd Allo Buff ETF | +0.4% | +6.41% | Add |
| 11 | AMZN | Amazon.com Inc | +0.4% | -3.28% | Trim |
| 12 | AAPL | Apple Inc | +0.3% | -1.39% | Trim |
| 13 | IBDQ | Ishares Ibonds Dec 2025 Term | +0.3% | +16.82% | Add |
| 14 | RSP | Invesco S&p 500 Equal Weight | +0.2% | NEW | New buy |
| 15 | TBUX | T Rowe Price Ultra Short-ter | +0.2% | +105.50% | Add |
| 16 | IBDR | Ishares Ibonds Dec 2026 Term | +0.2% | +19.34% | Add |
| 17 | GOOG | Alphabet Inc-cl C | +0.2% | -7.78% | Trim |
| 18 | BUFF | Innovator Laddered Allocatio | +0.2% | NEW | New buy |
| 19 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | +0.1% | +14.31% | Add |
| 20 | IXN | Ishares Global Tech ETF | +0.1% | +0.41% | Add |
| 21 | NFLX | Netflix Inc | +0.1% | — | Unchanged |
| 22 | GOOGL | Alphabet Inc-cl A | +0.1% | -2.08% | Trim |
| 23 | QFLR | Innovator Nasdaq-100 Mf ETF | +0.1% | +2.37% | Add |
| 24 | SHY | Ishares 1-3 Year Treasury Bo | 0% | -2.54% | Trim |
| 25 | MSFT | Microsoft CORP | 0% | -3.11% | Trim |
| 26 | SLQD | Ishares 0-5 Yr Inv Grd CORP | 0% | -5.86% | Trim |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | -3.40% | Trim |
| 28 | TDG | Transdigm Group Inc | 0% | -0.27% | Trim |
| 29 | UNH | Unitedhealth Group Inc | 0% | +0.29% | Add |
| 30 | MUB | Ishares National Muni Bond E | 0% | -7.70% | Trim |
| 31 | DHR | Danaher CORP | 0% | -3.49% | Trim |
| 32 | IEF | Ishares 7-10 Year Treasury B | 0% | -10.96% | Trim |
| 33 | XOM | Exxon Mobil CORP | -0.1% | — | Unchanged |
| 34 | TLT | iShares 20+ Year Treasury Bond ETF | -0.1% | -8.98% | Trim |
| 35 | MEAR | Ishrs Short Mat Muni Act ETF | -0.1% | -9.64% | Trim |
| 36 | IBTH | Ishares Ibonds Dec 2027 Term | -0.1% | -11.41% | Trim |
| 37 | NOC | Northrop Grumman CORP | -0.1% | — | Unchanged |
| 38 | IBTG | Ishares Ibonds Dec 2026 Term | -0.1% | -26.83% | Trim |
| 39 | TLT | iShares 20+ Year Treasury Bond ETF | -0.1% | -29.34% | Trim |
| 40 | AMT | American Tower CORP | -0.1% | -29.76% | Trim |
| 41 | NEE | Nextera Energy Inc | -0.2% | EXIT | Sold out |
| 42 | CI | THE Cigna Group | -0.2% | EXIT | Sold out |
| 43 | IBTI | Ishares Ibonds Dec 2028 Term | -0.2% | EXIT | Sold out |
| 44 | SGOV | Ishares 0-3 Month Treasury B | -0.2% | EXIT | Sold out |
| 45 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | -0.5% | EXIT | Sold out |
| 46 | TLT | iShares 20+ Year Treasury Bond ETF | -0.5% | EXIT | Sold out |
| 47 | ANETEUR | Arista Networks Inc | -0.9% | EXIT | Sold out |
| 48 | IBDP | Ishares Ibonds Dec 2024 Term | -1.3% | EXIT | Sold out |
| 49 | IBTE | Ishares Ibonds Dec 2024 Term | -3% | EXIT | Sold out |
| 50 | GOVT | Ishares US Treasury Bond ETF | -5.4% | -94.21% | 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 84 disclosed positions in Q4 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, TCAF) accounted for 25.8% of total reported equity market value during Q4 2024.
Top New Position Initiated
IEI
市值: $3.7M
Top Position Liquidated / Trimmed
IBTE
前期市值: $3.8M
During Q4 2024, 4J Wealth Management LLC's top holdings by market value included IVV (16.2%)、DGRO (8.5%)、TCAF (6.7%). The largest single position, IVV, represented 16.2% of total portfolio value.
In Q4 2024, 4J Wealth Management LLC made 46 total portfolio adjustments, initiating 5 new buys, adding to 11 positions, trimming 21 holdings, and fully liquidating 9 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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