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CIK: 0001727642
Total reported value
$259.4M
$259.4M
21 檔
59.3%
According to the latest 13F quarterly dataset, WJ Interests, LLC managed an equity portfolio of $259.4M at the end of Q3 2024, spanning 21 distinct U.S. exchange-listed positions.
In Q3 2024, WJ Interests, LLC displayed an active expansion posture, initiating 6 new positions and adding to 8 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NTSX | Wisdomtree US Efficient Core | ETF-Other | 17.65% | -5.50% | -5.29% | |
| 2 | VT | Vanguard Tot World Stk ETF | ETF-Other | 15.57% | -1.34% | -0.82% | |
| 3 | RSSB | Rtrn Stack Glbl Stk & Bd ETF | ETF-Other | 14.28% | +3.18% | +2.21% | |
| 4 | NTSI | Wisdomtree International Eff | ETF-Other | 12.27% | -6.09% | -3.14% | |
| 5 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 8.07% | -0.17% | +4.13% | |
| 6 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 7.68% | -1.28% | +55.27% | |
| 7 | ROMO | Strategy Shares Newfound/res | ETF-Other | 6.49% | +0.74% | -0.62% | |
| 8 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 6.07% | +3.12% | +3.43% | |
| 9 | TYA | Simplify Intermediate Term | ETF-Other | 4.03% | — | -0.87% | |
| 10 | TUA | Sim St Treas Fut Strat ETF | ETF-Other | 3.18% | — | +3.94% | |
| 11 | MINT | Pimco Enhanced Short Maturit | ETF-Other | 2.67% | -0.56% | +215.28% | |
| 12 | RSST | Return Stacked US Sm Ftr ETF | ETF-Other | 0.39% | -2.37% | EXIT | |
| 13 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.33% | +0.04% | — | |
| 14 | STEL | Stellar Bancorp Inc | Stock-Other | 0.31% | — | — | |
| 15 | MSFT | Microsoft CORP | Stock-Tech | 0.21% | — | +11.84% | |
| 16 | VHT | Vanguard Health Care ETF | ETF-Other | 0.21% | +0.01% | — | |
| 17 | WMT | Walmart Inc | Stock-Consumer Staples | 0.17% | — | — | |
| 18 | BNL | Broadstone Net Lease Inc | Stock-Real Estate | 0.13% | — | — | |
| 19 | AAPL | Apple Inc | Stock-Tech | 0.12% | — | — | |
| 20 | GLD | Spdr Gold Shares | ETF-Commodities | 0.09% | -0.02% | — | |
| 21 | ZION | Zions Bancorp NA | Stock-Financials | 0.09% | +0.02% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AVUV | Avantis US Small Cap Value | +2.5% | +55.27% | Add |
| 2 | MINT | Pimco Enhanced Short Maturit | +1.7% | +215.28% | Add |
| 3 | STEL | Stellar Bancorp Inc | +0.3% | NEW | New buy |
| 4 | RSST | Return Stacked US Sm Ftr ETF | +0.3% | +285.93% | Add |
| 5 | WMT | Walmart Inc | +0.2% | NEW | New buy |
| 6 | BNL | Broadstone Net Lease Inc | +0.1% | NEW | New buy |
| 7 | AAPL | Apple Inc | +0.1% | NEW | New buy |
| 8 | GLD | Spdr Gold Shares | +0.1% | NEW | New buy |
| 9 | ZION | Zions Bancorp NA | +0.1% | NEW | New buy |
| 10 | MSFT | Microsoft CORP | 0% | +11.84% | Add |
| 11 | VHT | Vanguard Health Care ETF | 0% | — | Unchanged |
| 12 | TUA | Sim St Treas Fut Strat ETF | 0% | +3.94% | Add |
| 13 | JPM | Jpmorgan Chase & Co | 0% | — | Unchanged |
| 14 | RSSB | Rtrn Stack Glbl Stk & Bd ETF | -0.1% | +2.21% | Add |
| 15 | TYA | Simplify Intermediate Term | -0.1% | -0.87% | Trim |
| 16 | AVEM | Avantis Emerging Markets Eq | -0.2% | +4.13% | Add |
| 17 | AVLV | Avantis US Large Cap Value | -0.3% | +3.43% | Add |
| 18 | ROMO | Strategy Shares Newfound/res | -0.5% | -0.62% | Trim |
| 19 | NTSI | Wisdomtree International Eff | -1% | -3.14% | Trim |
| 20 | VT | Vanguard Tot World Stk ETF | -1.1% | -0.82% | Trim |
| 21 | NTSX | Wisdomtree US Efficient Core | -2% | -5.29% | Trim |
According to official SEC Form 13F filings, WJ Interests, LLC reported a total U.S. public equity portfolio value of $259.4M across 21 disclosed positions in Q3 2024.
During Q3 2024, WJ Interests, LLC's top holdings by market value included NTSX (17.6%)、VT (15.6%)、RSSB (14.3%). The largest single position, NTSX, represented 17.6% of total portfolio value.
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 NTSX, VT, RSSB) accounted for 59.3% of total reported equity market value during Q3 2024.
Top New Position Initiated
STEL
市值: $711.7K
Top Position Liquidated / Trimmed
NTSX
前期市值: $39.5M
In Q3 2024, WJ Interests, LLC made 19 total portfolio adjustments, initiating 6 new buys, adding to 8 positions, trimming 5 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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