Wj Interests, LLC Top Holdings and 13F Report (2024) About Wj Interests, LLCInvestment ActivityWj Interests, LLC has $226.80 million in total holdings as of September 30, 2024.Wj Interests, LLC owns shares of 21 different stocks, but just 7 companies or ETFs make up 80% of its holdings.Approximately 6.74% of the portfolio was purchased this quarter.About 1.59% of the portfolio was sold this quarter.This quarter, Wj Interests, LLC has purchased 15 new stocks and bought additional shares in 8 stocks.Wj Interests, LLC sold shares of 5 stocks and completely divested from 0 stocks this quarter.Largest Holdings WisdomTree U.S. Efficient Core Fund $40,028,932Vanguard Total World Stock ETF $35,317,931TIDAL TR II $32,381,096WisdomTree International Efficient Core Fund $27,821,348Avantis Emerging Markets Equity ETF $18,294,679 Largest New Holdings this Quarter Stellarone $711,718 HoldingWalmart $387,600 HoldingBroadstone Net Lease $300,623 HoldingApple $265,620 HoldingSPDR Gold Shares $212,678 Holding Largest Purchases this Quarter Avantis U.S. Small Cap Value ETF 64,579 shares (about $6.20M)PIMCO Enhanced Short Maturity Exchange-Traded Fund 41,050 shares (about $4.13M)Avantis Emerging Markets Equity ETF 11,221 shares (about $724.88K)Stellarone 27,490 shares (about $711.72K)TIDAL TR II 28,041 shares (about $700.46K) Largest Sales this Quarter WisdomTree U.S. Efficient Core Fund 47,604 shares (about $2.24M)WisdomTree International Efficient Core Fund 22,965 shares (about $901.02K)Vanguard Total World Stock ETF 2,432 shares (about $291.11K)Strategy Shares Newfound/ReSolve Robust Momentum ETF 2,918 shares (about $91.77K)Simplify Intermediate Term Treasury Futures Strategy ETF 5,585 shares (about $80.26K) Sector Allocation Over TimeMap of 500 Largest Holdings ofWj Interests, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNTSXWisdomTree U.S. Efficient Core Fund$40,028,932$2,236,911 ▼-5.3%851,86117.6%FinanceVTVanguard Total World Stock ETF$35,317,931$291,110 ▼-0.8%295,05415.6%ETFTIDAL TR II$32,381,096$700,464 ▲2.2%1,296,28114.3%RET STCKD GL STKNTSIWisdomTree International Efficient Core Fund$27,821,348$901,015 ▼-3.1%709,10812.3%FinanceAVEMAvantis Emerging Markets Equity ETF$18,294,679$724,878 ▲4.1%283,1998.1%ETFAVUVAvantis U.S. Small Cap Value ETF$17,406,981$6,196,362 ▲55.3%181,4177.7%ETFROMOStrategy Shares Newfound/ReSolve Robust Momentum ETF$14,717,391$91,768 ▼-0.6%467,9756.5%ManufacturingAVLVAvantis U.S. Large Cap Value ETF$13,759,605$456,268 ▲3.4%209,0176.1%ETFTYASimplify Intermediate Term Treasury Futures Strategy ETF$9,140,337$80,256 ▼-0.9%636,0714.0%ETFTUASimplify Short Term Treasury Futures Strategy ETF$7,204,746$272,983 ▲3.9%313,3863.2%ETFMINTPIMCO Enhanced Short Maturity Exchange-Traded Fund$6,053,310$4,133,344 ▲215.3%60,1182.7%ETFTIDAL TR II$889,742$659,197 ▲285.9%36,3160.4%RETURN STCKD USJPMJPMorgan Chase & Co.$737,5880.0%3,4980.3%FinanceSTELStellarone$711,718$711,718 ▲New Holding27,4900.3%FinanceMSFTMicrosoft$479,785$50,775 ▲11.8%1,1150.2%Computer and TechnologyVHTVanguard Health Care ETF$476,9180.0%1,6900.2%ETFWMTWalmart$387,600$387,600 ▲New Holding4,8000.2%Retail/WholesaleBNLBroadstone Net Lease$300,623$300,623 ▲New Holding15,8640.1%FinanceAAPLApple$265,620$265,620 ▲New Holding1,1400.1%Computer and TechnologyGLDSPDR Gold Shares$212,678$212,678 ▲New Holding8750.1%FinanceZIONZions Bancorporation, National Association$209,610$209,610 ▲New Holding4,4390.1%FinanceShowing 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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