Wj Interests, LLC Top Holdings and 13F Report (2025) About Wj Interests, LLCInvestment ActivityWj Interests, LLC has $207.28 million in total holdings as of December 31, 2024.Wj Interests, LLC owns shares of 16 different stocks, but just 6 companies or ETFs make up 80% of its holdings.Approximately 5.64% of the portfolio was purchased this quarter.About 11.53% of the portfolio was sold this quarter.This quarter, Wj Interests, LLC has purchased 21 new stocks and bought additional shares in 5 stocks.Wj Interests, LLC sold shares of 6 stocks and completely divested from 6 stocks this quarter.Largest Holdings WisdomTree U.S. Efficient Core Fund $38,464,462Vanguard Total World Stock ETF $37,896,593TIDAL TR II $32,098,294WisdomTree International Efficient Core Fund $24,903,311Avantis U.S. Small Cap Value ETF $17,416,702 Largest New Holdings this Quarter SIMPLIFY EXCHANGE TRADED FUN $3,768,279 Holding Largest Purchases this Quarter SIMPLIFY EXCHANGE TRADED FUN 71,265 shares (about $3.77M)Vanguard Total World Stock ETF 27,525 shares (about $3.23M)TIDAL TR II 84,885 shares (about $1.97M)TIDAL TR II 56,077 shares (about $1.34M)Avantis U.S. Large Cap Value ETF 11,282 shares (about $753.30K) Largest Sales this Quarter PIMCO Enhanced Short Maturity Exchange-Traded Fund 41,076 shares (about $4.12M)WisdomTree U.S. Efficient Core Fund 28,034 shares (about $1.31M)Strategy Shares Newfound/ReSolve Robust Momentum ETF 9,600 shares (about $303.55K)Avantis U.S. Small Cap Value ETF 989 shares (about $95.47K)Microsoft 118 shares (about $49.74K) 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$38,464,462$1,308,907 ▼-3.3%823,82718.6%FinanceVTVanguard Total World Stock ETF$37,896,593$3,233,638 ▲9.3%322,57918.3%ETFTIDAL TR II$32,098,294$1,972,727 ▲6.5%1,381,16615.5%RET STCKD GL STKNTSIWisdomTree International Efficient Core Fund$24,903,311$8,221 ▼0.0%708,87412.0%FinanceAVUVAvantis U.S. Small Cap Value ETF$17,416,702$95,468 ▼-0.5%180,4288.4%ETFAVEMAvantis Emerging Markets Equity ETF$17,274,263$624,996 ▲3.8%293,8308.3%ETFAVLVAvantis U.S. Large Cap Value ETF$14,709,384$753,300 ▲5.4%220,2997.1%ETFROMOStrategy Shares Newfound/ReSolve Robust Momentum ETF$14,493,824$303,552 ▼-2.1%458,3757.0%ManufacturingSIMPLIFY EXCHANGE TRADED FUN$3,768,279$3,768,279 ▲New Holding71,2651.8%DOWNSIDE INTERESTIDAL TR II$2,208,193$1,340,240 ▲154.4%92,3931.1%RETURN STCKD USMINTPIMCO Enhanced Short Maturity Exchange-Traded Fund$1,910,686$4,121,591 ▼-68.3%19,0420.9%ETFJPMJPMorgan Chase & Co.$838,5060.0%3,4980.4%FinanceVHTVanguard Health Care ETF$428,7360.0%1,6900.2%ETFMSFTMicrosoft$420,236$49,737 ▼-10.6%9970.2%Computer and TechnologyZIONZions Bancorporation, National Association$240,8160.0%4,4390.1%FinanceGLDSPDR Gold Shares$211,8640.0%8750.1%FinanceTYASimplify Intermediate Term Treasury Futures Strategy ETF$0$9,140,337 ▼-100.0%00.0%ETFTUASimplify Short Term Treasury Futures Strategy ETF$0$7,204,746 ▼-100.0%00.0%ETFSTELStellarone$0$711,718 ▼-100.0%00.0%FinanceWMTWalmart$0$387,600 ▼-100.0%00.0%Retail/WholesaleBNLBroadstone Net Lease$0$300,623 ▼-100.0%00.0%FinanceAAPLApple$0$265,620 ▼-100.0%00.0%Computer and TechnologyShowing 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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