4J Wealth Management LLC Top Holdings and 13F Report (2025) About 4J Wealth Management LLCInvestment Activity4J Wealth Management LLC has $123.52 million in total holdings as of December 31, 2024.4J Wealth Management LLC owns shares of 84 different stocks, but just 27 companies or ETFs make up 80% of its holdings.Approximately 8.30% of the portfolio was purchased this quarter.About 14.43% of the portfolio was sold this quarter.This quarter, 4J Wealth Management LLC has purchased 88 new stocks and bought additional shares in 22 stocks.4J Wealth Management LLC sold shares of 32 stocks and completely divested from 9 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $19,957,901iShares Core Dividend Growth ETF $10,486,712T. Rowe Price Capital Appreciation Equity ETF $8,223,245T. Rowe Price Floating Rate ETF $7,594,939Berkshire Hathaway $6,275,563 Largest New Holdings this Quarter iShares 3-7 Year Treasury Bond ETF $3,695,828 HoldingiShares Gold Trust $1,463,615 HoldingARISTA NETWORKS INC $1,354,214 HoldingInvesco S&P 500 Equal Weight ETF $270,730 HoldingInnovator Laddered Fund of U.S. Equity Power Buffer ETFs $204,475 Holding Largest Purchases this Quarter iShares 3-7 Year Treasury Bond ETF 31,985 shares (about $3.70M)iShares Gold Trust 29,562 shares (about $1.46M)ARISTA NETWORKS INC 12,252 shares (about $1.35M)T. Rowe Price Capital Appreciation Equity ETF 26,845 shares (about $893.13K)iShares Core Dividend Growth ETF 11,695 shares (about $717.37K) Largest Sales this Quarter iShares U.S. Treasury Bond ETF 299,977 shares (about $6.89M)Alphabet 1,200 shares (about $228.53K)Berkshire Hathaway 487 shares (about $220.74K)iShares iBonds Dec 2026 Term Treasury ETF 7,267 shares (about $165.76K)iShares iBonds Dec 2025 Term Muni Bond ETF 6,137 shares (about $163.34K) Sector Allocation Over TimeMap of 500 Largest Holdings of4J Wealth Management LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorIVViShares Core S&P 500 ETF$19,957,901$42,385 ▼-0.2%33,90316.2%ETFDGROiShares Core Dividend Growth ETF$10,486,712$717,373 ▲7.3%170,9608.5%ETFTCAFT. Rowe Price Capital Appreciation Equity ETF$8,223,245$893,133 ▲12.2%247,1676.7%ETFTFLRT. Rowe Price Floating Rate ETF$7,594,939$422,395 ▲5.9%146,9386.1%ETFBRK.BBerkshire Hathaway$6,275,563$220,744 ▼-3.4%13,8455.1%FinanceNVDANVIDIA$5,694,7020.0%42,4064.6%Computer and TechnologyBUFBInnovator Laddered Allocation Buffer ETF$4,498,292$271,132 ▲6.4%139,2633.6%ETFAAPLApple$4,073,287$57,596 ▼-1.4%16,2663.3%Computer and TechnologyIEIiShares 3-7 Year Treasury Bond ETF$3,695,828$3,695,828 ▲New Holding31,9853.0%ETFAMZNAmazon.com$2,742,083$93,019 ▼-3.3%12,4992.2%Retail/WholesaleGOOGAlphabet$2,707,081$228,526 ▼-7.8%14,2152.2%Computer and TechnologyIXNiShares Global Tech ETF$2,239,455$9,238 ▲0.4%26,4241.8%ETFSHYiShares 1-3 Year Treasury Bond ETF$2,028,480$52,794 ▼-2.5%24,7441.6%ManufacturingMSFTMicrosoft$1,889,327$60,701 ▼-3.1%4,4821.5%Computer and TechnologyTSLATesla$1,831,414$14,134 ▼-0.8%4,5351.5%Auto/Tires/TrucksIBDQiShares iBonds Dec 2025 Term Corporate ETF$1,810,517$260,746 ▲16.8%72,2761.5%ETFNOCNorthrop Grumman$1,785,1790.0%3,8041.4%AerospaceMAMastercard$1,474,109$51,086 ▼-3.3%2,7991.2%Business ServicesIAUiShares Gold Trust$1,463,615$1,463,615 ▲New Holding29,5621.2%FinanceXOMExxon Mobil$1,394,8520.0%12,9671.1%Oils/EnergyARISTA NETWORKS INC$1,354,214$1,354,214 ▲New Holding12,2521.1%COM SHSIBDRiShares iBonds Dec 2026 Term Corporate ETF$1,260,907$204,306 ▲19.3%52,3851.0%ETFIBDSiShares iBonds Dec 2027 Term Corporate ETF$1,176,114$147,209 ▲14.3%49,0871.0%ETFIBTFiShares iBonds Dec 2025 Term Treasury ETF$1,037,361$102,328 ▼-9.0%44,4840.8%ManufacturingIGIBiShares 5-10 Year Investment Grade Corporate Bond ETF$975,097$41,981 ▲4.5%18,9300.8%ManufacturingMUBiShares National Muni Bond ETF$950,046$79,277 ▼-7.7%8,9160.8%ETFIBTHiShares iBonds Dec 2027 Term Treasury ETF$934,282$120,284 ▼-11.4%42,0910.8%ManufacturingMETAMeta Platforms$904,132$586 ▲0.1%1,5440.7%Computer and TechnologyMEARiShares Short Maturity Municipal Bond Active ETF$888,611$94,805 ▼-9.6%17,7900.7%ETFIVWiShares S&P 500 Growth ETF$860,752$1,015 ▼-0.1%8,4780.7%ETFORCLOracle$831,5340.0%4,9900.7%Computer and TechnologySPYSPDR S&P 500 ETF Trust$754,2850.0%1,2870.6%FinanceSLQDiShares 0-5 Year Investment Grade Corporate Bond ETF$717,151$44,667 ▼-5.9%14,4180.6%ManufacturingQUALiShares MSCI USA Quality Factor ETF$695,937$43,452 ▼-5.9%3,9080.6%ETFGOOGLAlphabet$660,507$14,009 ▼-2.1%3,4890.5%Computer and TechnologyUSMViShares MSCI USA Min Vol Factor ETF$645,2370.0%7,2670.5%ETFINNOVATOR ETFS TRUST$630,285$14,620 ▲2.4%21,5550.5%NASDAQ 100 MANAVTIVanguard Total Stock Market ETF$587,164$2,898 ▼-0.5%2,0260.5%ETFQQQInvesco QQQ$577,5870.0%1,1300.5%FinanceGLDSPDR Gold Shares$524,2110.0%2,1650.4%FinanceNEARiShares Short Duration Bond Active ETF$514,553$37,270 ▼-6.8%10,1890.4%ETFIBDTiShares iBonds Dec 2028 Term Corporate ETF$513,662$13,944 ▼-2.6%20,6290.4%ETFBNBrookfield$480,4100.0%8,3620.4%FinanceIVEiShares S&P 500 Value ETF$470,2820.0%2,4640.4%ETFTDGTransDigm Group$469,025$1,268 ▼-0.3%3700.4%AerospaceTBUXT. Rowe Price Ultra Short-Term Bond ETF$468,599$240,570 ▲105.5%9,4530.4%ETFGSYInvesco Ultra Short Duration ETF$455,068$10,022 ▲2.3%9,0810.4%ETFIBTGiShares iBonds Dec 2026 Term Treasury ETF$452,041$165,757 ▼-26.8%19,8180.4%ManufacturingIGMiShares Expanded Tech Sector ETF$440,4160.0%4,3140.4%ETFGOVTiShares U.S. Treasury Bond ETF$423,418$6,893,659 ▼-94.2%18,4250.3%ETFMCOMoody's$404,479$1,421 ▲0.4%8540.3%FinanceIBMNiShares iBonds Dec 2025 Term Muni Bond ETF$393,324$163,339 ▼-29.3%14,7780.3%ETFJNJJohnson & Johnson$387,0030.0%2,6760.3%MedicalNFLXNetflix$379,7020.0%4260.3%Consumer DiscretionaryAXPAmerican Express$379,2980.0%1,2780.3%FinanceCOSTCostco Wholesale$372,006$10,995 ▼-2.9%4060.3%Retail/WholesaleUNHUnitedHealth Group$349,187$1,012 ▲0.3%6900.3%MedicalIBDUiShares iBonds Dec 2029 Term Corporate ETF$342,205$10,716 ▲3.2%15,0090.3%ETFHLTHilton Worldwide$338,3620.0%1,3690.3%Consumer DiscretionaryMARMarriott International$329,4280.0%1,1810.3%Consumer DiscretionaryIEFiShares 7-10 Year Treasury Bond ETF$322,142$39,655 ▼-11.0%3,4850.3%ETFIBDViShares iBonds Dec 2030 Term Corporate ETF$321,852$9,612 ▲3.1%15,0680.3%ETFMCDMcDonald's$317,2830.0%1,0940.3%Retail/WholesaleIJHiShares Core S&P Mid-Cap ETF$314,217$187 ▲0.1%5,0430.3%ETFVVisa$307,844$2,212 ▲0.7%9740.2%Business ServicesIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$307,837$25,593 ▼-7.7%5,9540.2%ManufacturingGEGeneral Electric$306,060$4,670 ▼-1.5%1,8350.2%TransportationLIILennox International$305,2590.0%5010.2%ConstructionITOTiShares Core S&P Total U.S. Stock Market ETF$286,1800.0%2,2250.2%ETFIJRiShares Core S&P Small-Cap ETF$272,718$5,300 ▲2.0%2,3670.2%ETFRSPInvesco S&P 500 Equal Weight ETF$270,730$270,730 ▲New Holding1,5450.2%ETFDHRDanaher$266,702$9,640 ▼-3.5%1,1620.2%Multi-Sector ConglomeratesBJULInnovator U.S. Equity Buffer ETF - July$256,2060.0%5,7500.2%ETFUAUGInnovator U.S. Equity Ultra Buffer ETF - August$243,239$39,060 ▼-13.8%6,8500.2%ETFABBVAbbVie$241,3170.0%1,3580.2%MedicalATOAtmos Energy$232,9990.0%1,6730.2%UtilitiesAMTAmerican Tower$229,429$97,200 ▼-29.8%1,2510.2%FinanceCVXChevron$226,2400.0%1,5620.2%Oils/EnergyMTUMiShares MSCI USA Momentum Factor ETF$225,255$207 ▲0.1%1,0890.2%ETFIBMOiShares iBonds Dec 2026 Term Muni Bond ETF$222,567$1,298 ▲0.6%8,7420.2%ETFJPMJPMorgan Chase & Co.$222,506$41,960 ▼-15.9%9280.2%FinancePCARPACCAR$218,4420.0%2,1000.2%Auto/Tires/TrucksTXNTexas Instruments$205,5430.0%1,0960.2%Computer and TechnologyBUFFInnovator Laddered Fund of U.S. Equity Power Buffer ETFs$204,475$204,475 ▲New Holding4,5530.2%ETFIBTEiShares iBonds Dec 2024 Term Treasury ETF$0$3,821,630 ▼-100.0%00.0%ManufacturingIBDPiShares iBonds Dec 2024 Term Corporate ETF$0$1,659,794 ▼-100.0%00.0%ETFANETArista Networks$0$1,175,641 ▼-100.0%00.0%Computer and TechnologyIBMMiShares iBonds Dec 2024 Term Muni Bond ETF$0$688,925 ▼-100.0%00.0%ETFLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$0$638,643 ▼-100.0%00.0%FinanceSGOViShares 0-3 Month Treasury Bond ETF$0$274,462 ▼-100.0%00.0%ETFIBTIiShares iBonds Dec 2028 Term Treasury ETF$0$259,147 ▼-100.0%00.0%ManufacturingNEENextEra Energy$0$217,347 ▼-100.0%00.0%UtilitiesCIThe Cigna Group$0$215,832 ▼-100.0%00.0%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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