The Analysis of LJI Wealth Management, LLC's Holdings
Currently, LJI Wealth Management, LLC holds 188 types of securities in its portfolio with a total value $654.7M. In the most recent quarter, they have increased their positions in ITOT (+66.0K shares, valued at $9.8M), SLQD (+155.0K shares, valued at $7.9M), FLOT (+149.1K shares, valued at $7.6M); decreased their positions in VTWG (-4.0K shares, valued at $949.2K), HROW (-14.7K shares, valued at $720.3K), VTWO (-1.5K shares, valued at $149.1K); initiated new positions in DFSV (+78.3K shares, valued at $2.6M), BMY (+39.1K shares, valued at $2.1M), DISV (+26.9K shares, valued at $1.0M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
ITOT ISHARES TR1.2M shares5.78%2025-12-312026-02-03
SLQD ISHARES TR1.3M shares13.44%2025-12-312026-02-03 ONEQ FIDELITY COMWLTH TR368.8K shares9.68%2025-12-312026-02-03 FLOT ISHARES TR655.3K shares29.46%2025-12-312026-02-03 VTI VANGUARD INDEX FDS86.3K shares3.08%2025-12-312026-02-03 IWM ISHARES TR116.9K shares6.41%2025-12-312026-02-03 YYY AMPLIFY ETF TR1.7M shares14.13%2025-12-312026-02-03 IWR ISHARES TR181.3K shares13.24%2025-12-312026-02-03 AAPL APPLE INC59.5K shares-0.51%2025-12-312026-02-03 IVOG VANGUARD ADMIRAL FDS INC117.2K shares4.45%2025-12-312026-02-03 JPM JPMORGAN CHASE & CO.27.3K shares8.77%2025-12-312026-02-03 LLY ELI LILLY & CO7.4K shares0.50%2025-12-312026-02-03 VTWG VANGUARD SCOTTSDALE FDS33.2K shares-10.81%2025-12-312026-02-03 PLTR PALANTIR TECHNOLOGIES INC37.7K shares-1.57%2025-12-312026-02-03 SPY SPDR S&P 500 ETF TR9.1K shares7.48%2025-12-312026-02-03 NVDA NVIDIA CORPORATION32.4K shares-2.16%2025-12-312026-02-03 VTWO VANGUARD SCOTTSDALE FDS57.2K shares-2.55%2025-12-312026-02-03 DFUS DIMENSIONAL ETF TRUST72.9K shares303.22%2025-12-312026-02-03 MSFT MICROSOFT CORP8.7K shares2.91%2025-12-312026-02-03 DFAT DIMENSIONAL ETF TRUST60.9K shares258.67%2025-12-312026-02-03 DFAC DIMENSIONAL ETF TRUST83.5K shares353.28%2025-12-312026-02-03 AMZN AMAZON COM INC14.2K shares4.84%2025-12-312026-02-03 SUB ISHARES TR30.3K shares3.56%2025-12-312026-02-03 VGIT VANGUARD SCOTTSDALE FDS52.8K shares21.99%2025-12-312026-02-03 META META PLATFORMS INC4.7K shares5.69%2025-12-312026-02-03 BAC BANK AMERICA CORP49.6K shares0.18%2025-12-312026-02-03 DFSV DIMENSIONAL ETF TRUST78.3K sharesnew addition2025-12-312026-02-03 PDP INVESCO EXCHANGE TRADED FD T21.1K shares-0.42%2025-12-312026-02-03 BA BOEING CO11.1K shares1.00%2025-12-312026-02-03 AVUV AMERICAN CENTY ETF TR23.4K shares390.82%2025-12-312026-02-03 ALPHABET INC ALPHABET INC7.3K shares0.44%2025-12-312026-02-03 IEMG ISHARES INC33.4K shares199.26%2025-12-312026-02-03 VTEB VANGUARD MUN BD FDS44.4K shares53.74%2025-12-312026-02-03 TGT TARGET CORP22.6K shares-5.33%2025-12-312026-02-03 DFIV DIMENSIONAL ETF TRUST43.4K shares549.42%2025-12-312026-02-03 BMY BRISTOL-MYERS SQUIBB CO39.1K sharesnew addition2025-12-312026-02-03 VGSH VANGUARD SCOTTSDALE FDS33.8K shares0.00%2025-12-312026-02-03 SHM SPDR SERIES TRUST41.2K shares0.00%2025-12-312026-02-03 WFC WELLS FARGO CO NEW21.0K shares0.08%2025-12-312026-02-03 SPTM SPDR SERIES TRUST23.4K shares6.68%2025-12-312026-02-03 IDEV ISHARES TR23.2K shares452.16%2025-12-312026-02-03 JEPI J P MORGAN EXCHANGE TRADED F31.3K shares40.57%2025-12-312026-02-03 DFUV DIMENSIONAL ETF TRUST38.2K shares714.34%2025-12-312026-02-03 XLF SELECT SECTOR SPDR TR32.1K shares-0.14%2025-12-312026-02-03 XBI SPDR SERIES TRUST14.3K shares-6.89%2025-12-312026-02-03 ALPHABET INC ALPHABET INC5.4K shares-0.51%2025-12-312026-02-03 XOM EXXON MOBIL CORP13.2K shares0.07%2025-12-312026-02-03 UBER UBER TECHNOLOGIES INC19.2K shares18.95%2025-12-312026-02-03 NET CLOUDFLARE INC7.1K shares0.00%2025-12-312026-02-03 BND VANGUARD BD INDEX FDS17.8K shares381.01%2025-12-312026-02-03 VO VANGUARD INDEX FDS4.5K shares-2.69%2025-12-312026-02-03 DFLV DIMENSIONAL ETF TRUST38.1K shares384.37%2025-12-312026-02-03 IXUS ISHARES TR15.1K shares79.94%2025-12-312026-02-03 BROADCOM INC BROADCOM INC3.7K shares0.96%2025-12-312026-02-03 VYM VANGUARD WHITEHALL FDS8.8K shares0.00%2025-12-312026-02-03 UPS UNITED PARCEL SERVICE INC12.0K shares65.54%2025-12-312026-02-03 JNJ JOHNSON & JOHNSON5.7K shares4.37%2025-12-312026-02-03 MUB ISHARES TR10.8K shares159.46%2025-12-312026-02-03 VUG VANGUARD INDEX FDS2.3K shares14.20%2025-12-312026-02-03 ISTB ISHARES TR22.6K shares1.61%2025-12-312026-02-03 ORCL ORACLE CORP5.3K shares49.15%2025-12-312026-02-03 DISV DIMENSIONAL ETF TRUST26.9K sharesnew addition2025-12-312026-02-03 UNH UNITEDHEALTH GROUP INC2.9K shares4.23%2025-12-312026-02-03 DUSB DIMENSIONAL ETF TRUST18.8K sharesnew addition2025-12-312026-02-03 TSLA TESLA INC2.1K shares2.60%2025-12-312026-02-03 KRE SPDR SERIES TRUST14.1K shares0.00%2025-12-312026-02-03 COST COSTCO WHSL CORP NEW961 shares0.00%2025-12-312026-02-03 BSX BOSTON SCIENTIFIC CORP8.6K shares4.87%2025-12-312026-02-03 IVV ISHARES TR1.1K shares22.60%2025-12-312026-02-03 DFGR DIMENSIONAL ETF TRUST29.2K sharesnew addition2025-12-312026-02-03 DFAX DIMENSIONAL ETF TRUST23.6K shares38.30%2025-12-312026-02-03 AMD ADVANCED MICRO DEVICES INC3.6K shares-0.14%2025-12-312026-02-03 NFLX NETFLIX INC8.1K shares917.57%2025-12-312026-02-03 HROW HARROW INC15.3K shares-49.00%2025-12-312026-02-03 EXR EXTRA SPACE STORAGE INC5.7K shares9.56%2025-12-312026-02-03 SMH VANECK ETF TRUST2.0K shares0.00%2025-12-312026-02-03 RF REGIONS FINANCIAL CORP NEW25.9K shares0.00%2025-12-312026-02-03 WMT WALMART INC6.3K shares-0.32%2025-12-312026-02-03 VHT VANGUARD WORLD FD2.4K shares10.36%2025-12-312026-02-03 FTEC FIDELITY COVINGTON TRUST3.0K shares1.20%2025-12-312026-02-03 CAT CATERPILLAR INC1.1K shares7.24%2025-12-312026-02-03 BSVO EA SERIES TRUST27.1K shares177.90%2025-12-312026-02-03 KLAC KLA CORP501 shares36.89%2025-12-312026-02-03 VBR VANGUARD INDEX FDS2.9K shares0.00%2025-12-312026-02-03 SGOV ISHARES TR6.0K shares50.00%2025-12-312026-02-03 DIA SPDR DOW JONES INDL AVERAGE1.3K shares0.00%2025-12-312026-02-03 ISRG INTUITIVE SURGICAL INC1.1K shares0.57%2025-12-312026-02-03 PGF INVESCO EXCHANGE TRADED FD T41.5K shares1.43%2025-12-312026-02-03 CVX CHEVRON CORP NEW3.8K shares-7.35%2025-12-312026-02-03 DIS DISNEY WALT CO5.1K shares0.00%2025-12-312026-02-03 IVLU ISHARES TR15.0K sharesnew addition2025-12-312026-02-03 HEI HEICO CORP NEW1.8K shares0.00%2025-12-312026-02-03 HD HOME DEPOT INC1.6K shares2.43%2025-12-312026-02-03 PCT PURECYCLE TECHNOLOGIES INC65.3K shares83.94%2025-12-312026-02-03 IEFA ISHARES TR6.2K shares0.55%2025-12-312026-02-03 EEM ISHARES TR10.0K shares0.00%2025-12-312026-02-03 WYNN WYNN RESORTS LTD4.5K shares0.00%2025-12-312026-02-03 EFA ISHARES TR5.7K shares0.00%2025-12-312026-02-03 ASML ASML HOLDING N V492 shares0.00%2025-12-312026-02-03 FBCG FIDELITY COVINGTON TRUST9.6K shares-0.06%2025-12-312026-02-03 SDY SPDR SERIES TRUST3.7K shares32.53%2025-12-312026-02-03 DFNM DIMENSIONAL ETF TRUST10.6K sharesnew addition2025-12-312026-02-03 IVE ISHARES TR2.4K shares32.56%2025-12-312026-02-03 TSM TAIWAN SEMICONDUCTOR MFG LTD1.6K shares2.77%2025-12-312026-02-03 V VISA INC1.3K shares0.00%2025-12-312026-02-03 UNP UNION PAC CORP2.0K shares0.00%2025-12-312026-02-03 ILCG ISHARES TR4.4K shares0.00%2025-12-312026-02-03 JOBY JOBY AVIATION INC34.1K sharesnew addition2025-12-312026-02-03 ABBV ABBVIE INC2.0K shares8.72%2025-12-312026-02-03 IWP ISHARES TR3.2K shares0.00%2025-12-312026-02-03 VWO VANGUARD INTL EQUITY INDEX F8.2K shares43.20%2025-12-312026-02-03 VIGI VANGUARD WHITEHALL FDS4.7K shares0.00%2025-12-312026-02-03 AME AMETEK INC2.1K shares0.00%2025-12-312026-02-03 IJS ISHARES TR3.7K shares0.00%2025-12-312026-02-03 CRM SALESFORCE INC1.6K shares-10.71%2025-12-312026-02-03 INTC INTEL CORP11.4K shares33.24%2025-12-312026-02-03 IWD ISHARES TR2.0K sharesnew addition2025-12-312026-02-03 MU MICRON TECHNOLOGY INC1.4K shares0.00%2025-12-312026-02-03 VXUS VANGUARD STAR FDS5.4K shares65.63%2025-12-312026-02-03 FDRR FIDELITY COVINGTON TRUST6.7K shares-2.87%2025-12-312026-02-03 VGT VANGUARD WORLD FD540 shares-2.35%2025-12-312026-02-03 PFF ISHARES TR13.0K shares0.00%2025-12-312026-02-03 HBAN HUNTINGTON BANCSHARES INC22.3K shares99.79%2025-12-312026-02-03 CRWD CROWDSTRIKE HLDGS INC820 shares0.00%2025-12-312026-02-03 SLB SLB LIMITED10.0K shares0.00%2025-12-312026-02-03 QQQM INVESCO EXCH TRADED FD TR II1.5K shares0.00%2025-12-312026-02-03 VB VANGUARD INDEX FDS1.5K shares0.00%2025-12-312026-02-03 XLE SELECT SECTOR SPDR TR8.4K shares100.00%2025-12-312026-02-03 IWS ISHARES TR2.6K shares-14.24%2025-12-312026-02-03 VIG VANGUARD SPECIALIZED FUNDS1.7K shares-2.75%2025-12-312026-02-03 XLU SELECT SECTOR SPDR TR8.7K shares79.27%2025-12-312026-02-03 AVDV AMERICAN CENTY ETF TR3.9K sharesnew addition2025-12-312026-02-03 PM PHILIP MORRIS INTL INC2.2K shares11.19%2025-12-312026-02-03 BSV VANGUARD BD INDEX FDS4.3K sharesnew addition2025-12-312026-02-03 SRE SEMPRA3.8K shares0.00%2025-12-312026-02-03 EUFN ISHARES TR9.0K shares0.00%2025-12-312026-02-03 XLK SELECT SECTOR SPDR TR2.3K shares100.00%2025-12-312026-02-03 XERS XERIS BIOPHARMA HOLDINGS INC42.4K shares0.00%2025-12-312026-02-03 MS MORGAN STANLEY1.9K shares16.07%2025-12-312026-02-03 IVW ISHARES TR2.7K shares0.00%2025-12-312026-02-03 DFIC DIMENSIONAL ETF TRUST9.6K sharesnew addition2025-12-312026-02-03 IBM INTERNATIONAL BUSINESS MACHS1.1K shares0.00%2025-12-312026-02-03 IJH ISHARES TR4.8K shares9.46%2025-12-312026-02-03 IYH ISHARES TR4.8K shares-2.02%2025-12-312026-02-03 PI IMPINJ INC1.8K shares0.00%2025-12-312026-02-03 SCHW SCHWAB CHARLES CORP3.1K shares9.31%2025-12-312026-02-03 SCHF SCHWAB STRATEGIC TR12.7K shares0.00%2025-12-312026-02-03 SFY TIDAL TRUST I2.3K shares0.00%2025-12-312026-02-03 BKLN INVESCO EXCH TRADED FD TR II14.4K shares0.00%2025-12-312026-02-03 FENY FIDELITY COVINGTON TRUST12.2K shares0.00%2025-12-312026-02-03 GS GOLDMAN SACHS GROUP INC341 shares0.00%2025-12-312026-02-03 PG PROCTER AND GAMBLE CO2.1K shares21.92%2025-12-312026-02-03 COF CAPITAL ONE FINL CORP1.2K shares0.00%2025-12-312026-02-03 VZ VERIZON COMMUNICATIONS INC7.3K shares-21.39%2025-12-312026-02-03 SNPE DBX ETF TR4.8K shares0.51%2025-12-312026-02-03 HUMA HUMACYTE INC308.5K shares-2.37%2025-12-312026-02-03 SPG SIMON PPTY GROUP INC NEW1.6K shares0.00%2025-12-312026-02-03 VOX VANGUARD WORLD FD1.5K shares0.00%2025-12-312026-02-03 IBCP INDEPENDENT BK CORP MICH9.0K shares0.00%2025-12-312026-02-03 CIBR FIRST TR EXCHANGE TRADED FD3.8K shares1.35%2025-12-312026-02-03 FDX FEDEX CORP930 shares0.00%2025-12-312026-02-03 ADBE ADOBE INC759 shares-15.85%2025-12-312026-02-03 AMAT APPLIED MATLS INC1.0K shares-1.44%2025-12-312026-02-03 MO ALTRIA GROUP INC4.6K shares5.87%2025-12-312026-02-03 ABT ABBOTT LABS2.0K shares0.10%2025-12-312026-02-03 MA MASTERCARD INCORPORATED435 shares5.07%2025-12-312026-02-03 LOW LOWES COS INC1.0K sharesnew addition2025-12-312026-02-03 IWV ISHARES TR615 shares0.00%2025-12-312026-02-03 OIH VANECK ETF TRUST828 shares0.00%2025-12-312026-02-03 CSCO CISCO SYS INC3.0K shares0.61%2025-12-312026-02-03 IVOO VANGUARD ADMIRAL FDS INC2.0K shares0.00%2025-12-312026-02-03 AXP AMERICAN EXPRESS CO591 sharesnew addition2025-12-312026-02-03 NVO NOVO-NORDISK A S4.2K shares7.86%2025-12-312026-02-03 ENVX ENOVIX CORPORATION29.2K shares-7.84%2025-12-312026-02-03 FCX FREEPORT-MCMORAN INC4.2K sharesnew addition2025-12-312026-02-03 DVY ISHARES TR1.5K shares0.00%2025-12-312026-02-03 MSOS ADVISORSHARES TR30.0K shares7.53%2025-12-312026-02-03 WEBULL CORP WEBULL CORP17.0K sharesnew addition2025-12-312026-02-03 SLV ISHARES SILVER TR1.7K shares325.00%2025-12-312026-02-03 UWMC UWM HOLDINGS CORPORATION11.5K shares-3.36%2025-12-312026-02-03 ARAI ARRIVE AI INC15.3K shares0.00%2025-12-312026-02-03 SGMO SANGAMO THERAPEUTICS INC19.5K shares0.00%2025-12-312026-02-03 Call Option Holdings
SLV Call CallISHARES SILVER TR22.5K shares147.25%2025-12-312026-02-03 META Call CallMETA PLATFORMS INC200 sharesnew addition2025-12-312026-02-03 Put Option Holdings
No put option holdings data available