Filer Name: WJ WEALTH MANAGEMENT, LLC
CIK: 1801674
Period: 2024-12-31
Filed At: 2025-01-24
Number of Holdings: 74
Portfolio Value: $0.29B

Wj Wealth Management, Llc Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
QUAL US ISHARES MSCI USA QUALITY FAC 134,007 $24M 8.22% -0.1% -
CGDV US CAP GROUP DIVIDEND VALUE 638,993 $23M 7.76% 0.5% -
WINN US HARBOR LONG-TERM GROWERS ETF 766,862 $21M 7.18% -0.4% -
NVDA US NVIDIA CORP 122,656 $16M 5.67% 0.4% -
IWY US ISHARES RUSSELL TOP 200 GROW 68,025 $16M 5.51% -0.7% -
QQQ US INVESCO QQQ TRUST SERIES 1 25,412 $13M 4.47% -12.7% -
IBDR US ISHARES IBONDS DEC 2026 TERM 520,354 $13M 4.31% 0.2% -
DYNF US ISHRS US E F R A ETF-USD INC 236,285 $12M 4.17% 3.2% -
IBDS US ISHRS IBNDS DEC 27 CORP ETF 499,345 $12M 4.12% -1.4% -
BINC US ISHARES FLEX I A ETF-USD INC 219,833 $11M 3.94% -24.4% -
XYLD US GLOBAL X S&P 500 COVE CALL E 228,351 $10M 3.29% 791.1% -
QQQM US INVESCO NASDAQ 100 ETF 41,784 $9M 3.03% -19.7% -
AIRR US FIRST TRUST RBA AMERICAN IND 101,620 $8M 2.70% -2.0% -
OEF US ISHARES S&P 100 ETF 26,507 $8M 2.64% -0.2% -
CLOA US ISHARES AAA CLO ACT ETF-USDI 108,311 $6M 1.93% 100.0% -
JPST US JPMORGAN ULTRA-SHORT INCOME 110,744 $6M 1.92% 100.0% -
SPMO US INVESCO S&P 500 MOMENTUM ETF 57,272 $5M 1.87% 100.0% -
MSFT US MICROSOFT CORP 12,750 $5M 1.85% -8.7% -
AMZN US AMAZON.COM INC 24,184 $5M 1.83% -10.7% -
GARP US ISHARES MSCI USA QUALITY GAR 91,116 $5M 1.76% 4.3% -
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