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CIK: 0001840775
Total reported value
$203.9M
$203.9M
89 檔
25.0%
As reported in its official Q1 2025 Form 13F filing, 4J Wealth Management LLC's tracked investment portfolio stood at $203.9M with 89 total positions.
In Q1 2025, 4J Wealth Management LLC displayed an active expansion posture, initiating 50 new positions and adding to 0 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 | 16.32% | -0.27% | +8.64% | |
| 2 | TFLR | T Rowe Price Floating Rt ETF | ETF-Other | 6.66% | -0.78% | +12.56% | |
| 3 | TCAF | T Rowe Prc Cap Appreciation | ETF-Other | 6.41% | -1.33% | +1.82% | |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 5.77% | -0.41% | -0.72% | |
| 5 | BUFB | Innovator Ladd Allo Buff ETF | ETF-Other | 4.99% | -0.06% | +44.66% | |
| 6 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-Other | 3.48% | — | +142.84% | |
| 7 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 3.21% | -0.12% | +7.59% | |
| 8 | TOUS | T Rowe Prc International Eq | ETF-Other | 3.18% | -0.33% | — | |
| 9 | AAPL | Apple Inc | Stock-Tech | 2.95% | -0.12% | +3.52% | |
| 10 | NVDA | Nvidia CORP | Stock-Tech | 2.77% | -0.03% | -23.51% | |
| 11 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.96% | -0.06% | +4.38% | |
| 12 | DGRO | Ishares Core Dividend Growth | ETF-Other | 1.92% | +0.38% | -76.98% | |
| 13 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.75% | +0.12% | -0.07% | |
| 14 | TTEQ | T Rowe Price Technology ETF | ETF-Tech | 1.73% | +1.20% | — | |
| 15 | BALT | Inn Defined Wealth Shield | ETF-Other | 1.62% | -0.01% | — | |
| 16 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 1.61% | -0.25% | -0.12% | |
| 17 | NOC | Northrop Grumman CORP | Stock-Industrials | 1.56% | -0.52% | +1.66% | |
| 18 | MSFT | Microsoft CORP | Stock-Tech | 1.49% | -0.17% | +12.23% | |
| 19 | IAU | Ishares Gold Trust | ETF-Commodities | 1.38% | -0.19% | +0.32% | |
| 20 | MA | Mastercard Inc - A | Stock-Financials | 1.23% | -0.15% | +1.57% | |
| 21 | XOM | Exxon Mobil CORP | Stock-Energy | 1.22% | -0.36% | — | |
| 22 | TBUX | T Rowe Price Ultra Short-ter | ETF-Other | 1.02% | +0.33% | +175.49% | |
| 23 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-Other | 0.99% | -1.16% | EXIT | |
| 24 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-Gov Bonds | 0.97% | — | +18.77% | |
| 25 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.91% | -0.03% | -1.43% | |
| 26 | IBDS | Ishrs Ibnds Dec 27 CORP ETF | ETF-Other | 0.85% | -0.64% | EXIT | |
| 27 | IGIB | Ishares 5-10y Inv Grade CORP | ETF-Corp Bonds | 0.77% | -0.09% | -2.33% | |
| 28 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.75% | -0.07% | +6.67% | |
| 29 | ANET | Arista Networks Inc | Stock-Tech | 0.75% | +0.17% | — | |
| 30 | IBTH | Ishares Ibonds Dec 2027 Term | ETF-Other | 0.75% | +0.01% | +0.16% | |
| 31 | MUB | Ishares National Muni Bond E | ETF-Other | 0.74% | -0.09% | -0.50% | |
| 32 | MEAR | Ishrs Short Mat Muni Act ETF | ETF-Other | 0.71% | -0.07% | +0.14% | |
| 33 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.63% | — | +1.18% | |
| 34 | SLQD | Ishares 0-5 Yr Inv Grd CORP | ETF-Other | 0.57% | -0.07% | -0.03% | |
| 35 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.57% | -0.01% | — | |
| 36 | ORCL | Oracle CORP | Stock-Tech | 0.55% | -0.07% | — | |
| 37 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.54% | -0.05% | — | |
| 38 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 0.52% | -0.08% | -1.28% | |
| 39 | IBDT | Ishares Ibonds Dec 2028 ETF | ETF-Other | 0.50% | -0.03% | +21.04% | |
| 40 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.48% | +0.05% | +11.84% | |
| 41 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.47% | +0.05% | +11.33% | |
| 42 | QFLR | Innovator Nasdaq-100 Mf ETF | ETF-Tech | 0.46% | -0.02% | — | |
| 43 | GLD | Spdr Gold Shares | ETF-Commodities | 0.46% | -0.11% | -6.93% | |
| 44 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.44% | — | — | |
| 45 | NEAR | Ishares Sh Dba ETF Usd Inc | ETF-Other | 0.41% | +0.02% | — | |
| 46 | TDG | Transdigm Group Inc | Stock-Industrials | 0.40% | -0.02% | -1.08% | |
| 47 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.37% | -0.03% | — | |
| 48 | GSY | Invesco Ultra Short Duration | ETF-Other | 0.36% | -0.04% | — | |
| 49 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.35% | +0.11% | NEW | |
| 50 | BN | Brookfield CORP | Stock-Financials | 0.34% | -0.03% | -0.24% |
According to official SEC Form 13F filings, 4J Wealth Management LLC reported a total U.S. public equity portfolio value of $203.9M across 89 disclosed positions in Q1 2025.
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, TFLR, TCAF) accounted for 25.0% of total reported equity market value during Q1 2025.
Top New Position Initiated
IVV
市值: $20.7M
During Q1 2025, 4J Wealth Management LLC's top holdings by market value included IVV (16.3%)、TFLR (6.7%)、TCAF (6.4%). The largest single position, IVV, represented 16.3% of total portfolio value.
In Q1 2025, 4J Wealth Management LLC made 50 total portfolio adjustments, initiating 50 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.
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