4J Wealth Management LLC Q1 2025 Filing
Filed April 29, 2025
Portfolio Value
$126.8B
Holdings
89
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (89 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | IVVISHARES TR | 36,833 | $20.7B | 16.32% | |
| 2 | TFLRT ROWE PRICE ETF INC | 165,396 | $8.4B | 6.66% | |
| 3 | TCAFT ROWE PRICE ETF INC | 251,658 | $8.1B | 6.41% | |
| 4 | BRK/BBERKSHIRE HATHAWAY INC DEL | 13,746 | $7.3B | 5.77% | |
| 5 | BUFBINNOVATOR ETFS TRUST | 201,453 | $6.3B | 4.99% | |
| 6 | IBDQISHARES TR | 175,514 | $4.4B | 3.48% | |
| 7 | IEIISHARES TR | 34,414 | $4.1B | 3.21% | |
| 8 | TOUST ROWE PRICE ETF INC | 138,038 | $4.0B | 3.18% | |
| 9 | AAPLAPPLE INC | 16,838 | $3.7B | 2.95% | |
| 10 | NVDANVIDIA CORPORATION | 32,436 | $3.5B | 2.77% | |
| 11 | AMZNAMAZON COM INC | 13,047 | $2.5B | 1.96% | |
| 12 | DGROISHARES TR | 39,351 | $2.4B | 1.92% | |
| 13 | GOOGALPHABET INC | 14,205 | $2.2B | 1.75% | |
| 14 | TTEQT ROWE PRICE ETF INC | 93,034 | $2.2B | 1.73% | |
| 15 | DDTOINNOVATOR ETFS TRUST | 65,597 | $2.1B | 1.62% | |
| 16 | SHYISHARES TR | 24,715 | $2.0B | 1.61% | |
| 17 | NOCNORTHROP GRUMMAN CORP | 3,867 | $2.0B | 1.56% | |
| 18 | MSFTMICROSOFT CORP | 5,030 | $1.9B | 1.49% | |
| 19 | IAU*ISHARES GOLD TR | 29,658 | $1.7B | 1.38% | |
| 20 | MAMASTERCARD INCORPORATED | 2,843 | $1.6B | 1.23% | |
| 21 | XOMEXXON MOBIL CORP | 12,967 | $1.5B | 1.22% | |
| 22 | TBUXT ROWE PRICE ETF INC | 26,042 | $1.3B | 1.02% | |
| 23 | IBDRISHARES TR | 51,871 | $1.3B | 0.99% | |
| 24 | AQLTISHARES TR | 52,834 | $1.2B | 0.97% | |
| 25 | TSLATESLA INC | 4,470 | $1.2B | 0.91% | |
| 26 | IBDSISHARES TR | 44,536 | $1.1B | 0.85% | |
| 27 | IGIBISHARES TR | 18,489 | $971.1M | 0.77% | |
| 28 | METAMETA PLATFORMS INC | 1,647 | $949.4M | 0.75% | |
| 29 | ANETARISTA NETWORKS INC | 12,252 | $949.3M | 0.75% | |
| 30 | IBTHISHARES TR | 42,157 | $945.2M | 0.75% | |
| 31 | MUBISHARES TR | 8,871 | $935.4M | 0.74% | |
| 32 | MEARISHARES U S ETF TR | 17,815 | $895.0M | 0.71% | |
| 33 | IVWISHARES TR | 8,578 | $796.3M | 0.63% | |
| 34 | SLQDISHARES TR | 14,413 | $724.7M | 0.57% | |
| 35 | SPYSPDR S&P 500 ETF TR | 1,287 | $719.9M | 0.57% | |
| 36 | ORCLORACLE CORP | 4,990 | $697.7M | 0.55% | |
| 37 | USMVISHARES TR | 7,267 | $680.6M | 0.54% | |
| 38 | QUALISHARES TR | 3,858 | $659.3M | 0.52% | |
| 39 | IBDTISHARES TR | 24,969 | $630.7M | 0.50% | |
| 40 | GOOGLALPHABET INC | 3,902 | $603.4M | 0.48% | |
| 41 | NDQINVESCO QQQ TR | 1,258 | $589.8M | 0.47% | |
| 42 | QFLRINNOVATOR ETFS TRUST | 21,555 | $582.2M | 0.46% | |
| 43 | GQ9SPDR GOLD TR | 2,015 | $580.6M | 0.46% | |
| 44 | VTIVANGUARD INDEX FDS | 2,026 | $556.9M | 0.44% | |
| 45 | NEARISHARES U S ETF TR | 10,189 | $518.3M | 0.41% | |
| 46 | T7DTRANSDIGM GROUP INC | 366 | $506.4M | 0.40% | |
| 47 | IVEISHARES TR | 2,464 | $469.5M | 0.37% | |
| 48 | GSYINVESCO ACTIVELY MANAGED EXC | 9,081 | $455.2M | 0.36% | |
| 49 | UNHUNITEDHEALTH GROUP INC | 840 | $440.1M | 0.35% | |
| 50 | BNBROOKFIELD CORP | 8,342 | $437.2M | 0.34% | |
| 51 | AQLTISHARES TR | 17,940 | $412.4M | 0.33% | |
| 52 | MCOMOODYS CORP | 852 | $396.5M | 0.31% | |
| 53 | NFLXNETFLIX INC | 424 | $395.4M | 0.31% | |
| 54 | IGMISHARES TR | 4,314 | $391.1M | 0.31% | |
| 55 | JNJJOHNSON & JOHNSON | 2,324 | $385.4M | 0.30% | |
| 56 | COSTCOSTCO WHSL CORP NEW | 404 | $382.1M | 0.30% | |
| 57 | VVISA INC | 1,077 | $377.5M | 0.30% | |
| 58 | GEGE AEROSPACE | 1,810 | $362.3M | 0.29% | |
| 59 | MCDMCDONALDS CORP | 1,132 | $353.8M | 0.28% | |
| 60 | IBDUISHARES TR | 15,009 | $347.2M | 0.27% | |
| 61 | AXPAMERICAN EXPRESS CO | 1,278 | $343.8M | 0.27% | |
| 62 | TSPAT ROWE PRICE ETF INC | 9,530 | $335.1M | 0.26% | |
| 63 | IEFISHARES TR | 3,495 | $333.3M | 0.26% | |
| 64 | IBDVISHARES TR | 15,068 | $327.3M | 0.26% | |
| 65 | HLTHILTON WORLDWIDE HLDGS INC | 1,412 | $321.3M | 0.25% | |
| 66 | IBITISHARES BITCOIN TRUST ETF | 6,852 | $320.7M | 0.25% | |
| 67 | IGSBISHARES TR | 5,954 | $311.8M | 0.25% | |
| 68 | IBTGISHARES TR | 13,260 | $304.2M | 0.24% | |
| 69 | ABBVABBVIE INC | 1,393 | $291.9M | 0.23% | |
| 70 | MARMARRIOTT INTL INC NEW | 1,224 | $291.6M | 0.23% | |
| 71 | IJHISHARES TR | 4,977 | $290.4M | 0.23% | |
| 72 | AMTAMERICAN TOWER CORP NEW | 1,301 | $283.0M | 0.22% | |
| 73 | LIILENNOX INTL INC | 501 | $281.0M | 0.22% | |
| 74 | DHRDANAHER CORPORATION | 1,354 | $277.5M | 0.22% | |
| 75 | ITOTISHARES TR | 2,197 | $268.1M | 0.21% | |
| 76 | RSPINVESCO EXCHANGE TRADED FD T | 1,545 | $267.6M | 0.21% | |
| 77 | CVXCHEVRON CORP NEW | 1,562 | $261.3M | 0.21% | |
| 78 | JPMJPMORGAN CHASE & CO. | 1,063 | $260.9M | 0.21% | |
| 79 | ATOATMOS ENERGY CORP | 1,673 | $258.6M | 0.20% | |
| 80 | IXNISHARES TR | 3,352 | $253.9M | 0.20% | |
| 81 | BJULINNOVATOR ETFS TRUST | 5,750 | $248.3M | 0.20% | |
| 82 | IJRISHARES TR | 2,285 | $238.9M | 0.19% | |
| 83 | UAUGINNOVATOR ETFS TRUST | 6,850 | $237.1M | 0.19% | |
| 84 | CITHE CIGNA GROUP | 687 | $226.0M | 0.18% | |
| 85 | MTUMISHARES TR | 1,089 | $220.1M | 0.17% | |
| 86 | IBTIISHARES TR | 9,533 | $212.1M | 0.17% | |
| 87 | PCARPACCAR INC | 2,100 | $204.5M | 0.16% | |
| 88 | IAUISHARES TR | 7,614 | $203.7M | 0.16% | |
| 89 | CHKPCHECK POINT SOFTWARE TECH LT | 888 | $202.3M | 0.16% |