The Analysis of WJ Wealth Management, LLC's Holdings
Currently, WJ Wealth Management, LLC holds 70 types of securities in its portfolio with a total value $228.4M. In the most recent quarter, they have increased their positions in BLCV (+148.3K shares, valued at $5.5M), GRNY (+194.3K shares, valued at $4.8M), DUSA (+46.1K shares, valued at $2.4M); decreased their positions in NVDA (-48.8K shares, valued at $9.1M), JPST (-167.8K shares, valued at $8.5M), WINN (-209.1K shares, valued at $6.5M); initiated new positions in BLCV (+148.3K shares, valued at $5.5M), GRNY (+194.3K shares, valued at $4.8M), DUSA (+46.1K shares, valued at $2.4M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
JPST J P MORGAN EXCHANGE TRADED F362.3K shares-31.66%2025-12-312026-02-05
CGDV CAPITAL GROUP DIVIDEND VALUE404.9K shares-22.54%2025-12-312026-02-05 FLXR TCW ETF TRUST445.0K shares-19.63%2025-12-312026-02-05 BINC BLACKROCK ETF TRUST II272.8K shares-23.88%2025-12-312026-02-05 CGIE CAPITAL GROUP INTERNATIONAL322.6K shares-19.39%2025-12-312026-02-05 WINN HARBOR ETF TRUST343.8K shares-37.82%2025-12-312026-02-05 GLTR ABRDN PRECIOUS METALS BASKET47.4K shares-21.42%2025-12-312026-02-05 NVDA NVIDIA CORPORATION46.8K shares-51.06%2025-12-312026-02-05 SPMO INVESCO EXCH TRADED FD TR II72.8K shares-21.84%2025-12-312026-02-05 SHLD GLOBAL X FDS112.9K shares-24.92%2025-12-312026-02-05 PWRD TCW ETF TRUST71.1K shares-20.69%2025-12-312026-02-05 CGGR CAPITAL GROUP GROWTH ETF150.6K shares-17.03%2025-12-312026-02-05 IDMO INVESCO EXCH TRADED FD TR II101.6K shares-8.45%2025-12-312026-02-05 IWY ISHARES TR20.3K shares-31.18%2025-12-312026-02-05 BLCV BLACKROCK ETF TRUST148.3K sharesnew addition2025-12-312026-02-05 QQQM INVESCO EXCH TRADED FD TR II21.7K shares-37.53%2025-12-312026-02-05 GRNY TIDAL TRUST I194.3K sharesnew addition2025-12-312026-02-05 PYLD PIMCO ETF TR153.2K shares-33.85%2025-12-312026-02-05 GARP ISHARES TR56.3K shares-16.70%2025-12-312026-02-05 QUAL ISHARES TR17.4K shares-45.60%2025-12-312026-02-05 IBDS ISHARES TR136.5K shares-42.64%2025-12-312026-02-05 ALPHABET INC ALPHABET INC8.7K shares-50.91%2025-12-312026-02-05 AMZN AMAZON COM INC10.7K shares-50.29%2025-12-312026-02-05 IVV ISHARES TR3.5K shares-49.53%2025-12-312026-02-05 DUSA DAVIS FUNDAMENTAL ETF TR46.1K sharesnew addition2025-12-312026-02-05 MSFT MICROSOFT CORP3.9K shares-50.93%2025-12-312026-02-05 IUSV ISHARES TR16.4K shares-51.47%2025-12-312026-02-05 OEF ISHARES TR4.3K shares-50.07%2025-12-312026-02-05 AAPL APPLE INC5.4K shares-54.36%2025-12-312026-02-05 ARKX ARK ETF TR47.4K shares-25.63%2025-12-312026-02-05 NLR VANECK ETF TRUST9.7K shares-27.04%2025-12-312026-02-05 COWG PACER FDS TR30.6K shares-84.42%2025-12-312026-02-05 SPYV SPDR SERIES TRUST17.8K shares-51.30%2025-12-312026-02-05 QTUM ETF SER SOLUTIONS8.7K shares-47.59%2025-12-312026-02-05 JPLD J P MORGAN EXCHANGE TRADED F17.7K shares22.56%2025-12-312026-02-05 SHY ISHARES TR11.0K shares-52.78%2025-12-312026-02-05 ITOT ISHARES TR5.8K shares-50.99%2025-12-312026-02-05 TSM TAIWAN SEMICONDUCTOR MFG LTD2.7K shares-47.26%2025-12-312026-02-05 OKLO OKLO INC10.4K shares-54.76%2025-12-312026-02-05 BROADCOM INC BROADCOM INC2.1K shares-47.54%2025-12-312026-02-05 IBMP ISHARES TR29.0K shares-45.14%2025-12-312026-02-05 XAR SPDR SERIES TRUST3.0K shares-50.00%2025-12-312026-02-05 IBMQ ISHARES TR28.1K shares-41.82%2025-12-312026-02-05 SMH VANECK ETF TRUST1.9K shares-50.00%2025-12-312026-02-05 LLY ELI LILLY & CO606 shares-50.00%2025-12-312026-02-05 COST COSTCO WHSL CORP NEW751 shares-55.88%2025-12-312026-02-05 NEAR ISHARES U S ETF TR11.8K shares-50.00%2025-12-312026-02-05 SUB ISHARES TR5.6K shares-53.90%2025-12-312026-02-05 SPY SPDR S&P 500 ETF TR809 shares-46.67%2025-12-312026-02-05 DYNF BLACKROCK ETF TRUST8.6K shares-46.34%2025-12-312026-02-05 IGV ISHARES TR4.9K shares-50.00%2025-12-312026-02-05 FLRN SPDR SERIES TRUST16.7K shares-51.39%2025-12-312026-02-05 META META PLATFORMS INC734 shares-51.26%2025-12-312026-02-05 PLTR PALANTIR TECHNOLOGIES INC2.6K shares-48.72%2025-12-312026-02-05 SPYG SPDR SERIES TRUST4.3K shares-54.36%2025-12-312026-02-05 TOTL SSGA ACTIVE ETF TR10.2K sharesnew addition2025-12-312026-02-05 GE AEROSPACE GE AEROSPACE1.2K shares-50.24%2025-12-312026-02-05 SUSA ISHARES TR2.7K shares-50.00%2025-12-312026-02-05 SPHQ INVESCO EXCHANGE TRADED FD T4.8K shares-50.00%2025-12-312026-02-05 LPLA LPL FINL HLDGS INC1.0K shares-50.00%2025-12-312026-02-05 IBDT ISHARES TR13.6K shares-49.25%2025-12-312026-02-05 MU MICRON TECHNOLOGY INC1.1K shares-37.89%2025-12-312026-02-05 FTCS FIRST TR EXCHANGE-TRADED FD2.5K shares-50.00%2025-12-312026-02-05 IBDU ISHARES TR9.8K shares-9.26%2025-12-312026-02-05 PNQI INVESCO EXCHANGE TRADED FD T4.3K shares-50.00%2025-12-312026-02-05 SPBC SIMPLIFY EXCHANGE TRADED FUN4.9K shares-91.97%2025-12-312026-02-05 IYC ISHARES TR1.9K shares-50.00%2025-12-312026-02-05 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available