4J Wealth Management LLC Top Holdings and 13F Report (2025) About 4J Wealth Management LLCInvestment Activity4J Wealth Management LLC has $126.82 million in total holdings as of March 31, 2025.4J Wealth Management LLC owns shares of 89 different stocks, but just 29 companies or ETFs make up 80% of its holdings.Approximately 15.15% of the portfolio was purchased this quarter.About 9.71% of the portfolio was sold this quarter.This quarter, 4J Wealth Management LLC has purchased 84 new stocks and bought additional shares in 31 stocks.4J Wealth Management LLC sold shares of 27 stocks and completely divested from 3 stocks this quarter.Largest Holdings iShares Core S&P 500 ETF $20,696,198T. Rowe Price Floating Rate ETF $8,441,808T. Rowe Price Capital Appreciation Equity ETF $8,123,533Berkshire Hathaway $7,320,729Innovator Laddered Allocation Buffer ETF $6,329,653 Largest New Holdings this Quarter 87283Q834 - T. Rowe Price International Equity ETF $4,034,851 Holding87283Q792 - T ROWE PRICE ETF INC $2,188,154 Holding45783Y855 - Innovator Defined Wealth Shield ETF $2,058,434 Holding87283Q503 - T. Rowe Price U.S. Equity Research ETF $335,075 Holding46438F101 - ISHARES BITCOIN TRUST ETF $320,742 Holding Largest Purchases this Quarter T. Rowe Price International Equity ETF 138,038 shares (about $4.03M)iShares iBonds Dec 2025 Term Corporate ETF 103,238 shares (about $2.60M)T ROWE PRICE ETF INC 93,034 shares (about $2.19M)Innovator Defined Wealth Shield ETF 65,597 shares (about $2.06M)Innovator Laddered Allocation Buffer ETF 62,190 shares (about $1.95M) Largest Sales this Quarter iShares Core Dividend Growth ETF 131,609 shares (about $8.13M)iShares Global Tech ETF 23,072 shares (about $1.75M)NVIDIA 9,970 shares (about $1.08M)iShares iBonds Dec 2025 Term Muni Bond ETF 7,164 shares (about $191.64K)iShares iBonds Dec 2026 Term Treasury ETF 6,558 shares (about $150.44K) 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$20,696,198$1,646,346 ▲8.6%36,83316.3%ETFTFLRT. Rowe Price Floating Rate ETF$8,441,808$942,096 ▲12.6%165,3966.7%ETFTCAFT. Rowe Price Capital Appreciation Equity ETF$8,123,533$144,970 ▲1.8%251,6586.4%ETFBRK.BBerkshire Hathaway$7,320,729$52,725 ▼-0.7%13,7465.8%FinanceBUFBInnovator Laddered Allocation Buffer ETF$6,329,653$1,954,010 ▲44.7%201,4535.0%ETFIBDQiShares iBonds Dec 2025 Term Corporate ETF$4,414,189$2,596,443 ▲142.8%175,5143.5%ETFIEIiShares 3-7 Year Treasury Bond ETF$4,065,515$286,951 ▲7.6%34,4143.2%ETFTOUST. Rowe Price International Equity ETF$4,034,851$4,034,851 ▲New Holding138,0383.2%ETFAAPLApple$3,740,185$127,057 ▲3.5%16,8382.9%Computer and TechnologyNVDANVIDIA$3,515,451$1,080,560 ▼-23.5%32,4362.8%Computer and TechnologyAMZNAmazon.com$2,482,339$104,263 ▲4.4%13,0472.0%Retail/WholesaleDGROiShares Core Dividend Growth ETF$2,431,096$8,130,775 ▼-77.0%39,3511.9%ETFGOOGAlphabet$2,219,242$1,562 ▼-0.1%14,2051.7%Computer and TechnologyT ROWE PRICE ETF INC$2,188,154$2,188,154 ▲New Holding93,0341.7%TECHNOLOGY ETFBALTInnovator Defined Wealth Shield ETF$2,058,434$2,058,434 ▲New Holding65,5971.6%ETFSHYiShares 1-3 Year Treasury Bond ETF$2,044,639$2,399 ▼-0.1%24,7151.6%ManufacturingNOCNorthrop Grumman$1,979,943$32,257 ▲1.7%3,8671.6%AerospaceMSFTMicrosoft$1,888,382$205,732 ▲12.2%5,0301.5%Computer and TechnologyIAUiShares Gold Trust$1,748,636$5,660 ▲0.3%29,6581.4%FinanceMAMastercard$1,558,061$24,114 ▲1.6%2,8431.2%Business ServicesXOMExxon Mobil$1,542,1560.0%12,9671.2%EnergyTBUXT. Rowe Price Ultra Short-Term Bond ETF$1,292,712$823,470 ▲175.5%26,0421.0%ETFIBDRiShares iBonds Dec 2026 Term Corporate ETF$1,255,794$12,444 ▼-1.0%51,8711.0%ETFIBTFiShares iBonds Dec 2025 Term Treasury ETF$1,234,725$195,139 ▲18.8%52,8341.0%ManufacturingTSLATesla$1,158,445$16,845 ▼-1.4%4,4700.9%Auto/Tires/TrucksIBDSiShares iBonds Dec 2027 Term Corporate ETF$1,076,870$110,042 ▼-9.3%44,5360.8%ETFIGIBiShares 5-10 Year Investment Grade Corporate Bond ETF$971,055$23,162 ▼-2.3%18,4890.8%ManufacturingMETAMeta Platforms$949,392$59,373 ▲6.7%1,6470.7%Computer and TechnologyARISTA NETWORKS INC$949,2850.0%12,2520.7%COM SHSIBTHiShares iBonds Dec 2027 Term Treasury ETF$945,155$1,480 ▲0.2%42,1570.7%ManufacturingMUBiShares National Muni Bond ETF$935,404$4,745 ▼-0.5%8,8710.7%ETFMEARiShares Short Maturity Municipal Bond Active ETF$895,026$1,256 ▲0.1%17,8150.7%ETFIVWiShares S&P 500 Growth ETF$796,278$9,283 ▲1.2%8,5780.6%ETFSLQDiShares 0-5 Year Investment Grade Corporate Bond ETF$724,686$251 ▼0.0%14,4130.6%ManufacturingSPYSPDR S&P 500 ETF Trust$719,9350.0%1,2870.6%FinanceORCLOracle$697,6520.0%4,9900.6%Computer and TechnologyUSMViShares MSCI USA Min Vol Factor ETF$680,6270.0%7,2670.5%ETFQUALiShares MSCI USA Quality Factor ETF$659,294$8,545 ▼-1.3%3,8580.5%ETFIBDTiShares iBonds Dec 2028 Term Corporate ETF$630,710$109,627 ▲21.0%24,9690.5%ETFGOOGLAlphabet$603,449$63,871 ▲11.8%3,9020.5%Computer and TechnologyQQQInvesco QQQ$589,807$60,012 ▲11.3%1,2580.5%FinanceINNOVATOR ETFS TRUST$582,2010.0%21,5550.5%NASDAQ 100 MANAGLDSPDR Gold Shares$580,602$43,221 ▼-6.9%2,0150.5%FinanceVTIVanguard Total Stock Market ETF$556,8910.0%2,0260.4%ETFNEARiShares Short Duration Bond Active ETF$518,3230.0%10,1890.4%ETFTDGTransDigm Group$506,428$5,535 ▼-1.1%3660.4%AerospaceIVEiShares S&P 500 Value ETF$469,5430.0%2,4640.4%ETFGSYInvesco Ultra Short Duration ETF$455,1590.0%9,0810.4%ETFUNHUnitedHealth Group$440,099$78,589 ▲21.7%8400.3%MedicalBNBrookfield$437,216$1,048 ▼-0.2%8,3420.3%FinanceGOVTiShares U.S. Treasury Bond ETF$412,358$11,148 ▼-2.6%17,9400.3%ETFMCOMoody's$396,539$931 ▼-0.2%8520.3%FinanceNFLXNetflix$395,393$1,865 ▼-0.5%4240.3%Consumer DiscretionaryIGMiShares Expanded Tech Sector ETF$391,1500.0%4,3140.3%ETFJNJJohnson & Johnson$385,412$58,376 ▼-13.2%2,3240.3%MedicalCOSTCostco Wholesale$382,095$1,892 ▼-0.5%4040.3%Retail/WholesaleVVisa$377,485$36,101 ▲10.6%1,0770.3%Business ServicesGEGE Aerospace$362,272$5,004 ▼-1.4%1,8100.3%IndustrialsMCDMcDonald's$353,757$11,875 ▲3.5%1,1320.3%Retail/WholesaleIBDUiShares iBonds Dec 2029 Term Corporate ETF$347,1580.0%15,0090.3%ETFAXPAmerican Express$343,8460.0%1,2780.3%FinanceTSPAT. Rowe Price U.S. Equity Research ETF$335,075$335,075 ▲New Holding9,5300.3%ManufacturingIEFiShares 7-10 Year Treasury Bond ETF$333,270$954 ▲0.3%3,4950.3%ETFIBDViShares iBonds Dec 2030 Term Corporate ETF$327,2770.0%15,0680.3%ETFHLTHilton Worldwide$321,301$9,785 ▲3.1%1,4120.3%Consumer DiscretionaryISHARES BITCOIN TRUST ETF$320,742$320,742 ▲New Holding6,8520.3%SHS BEN INTIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$311,8260.0%5,9540.2%ManufacturingIBTGiShares iBonds Dec 2026 Term Treasury ETF$304,188$150,442 ▼-33.1%13,2600.2%ManufacturingABBVAbbVie$291,861$7,333 ▲2.6%1,3930.2%MedicalMARMarriott International$291,557$10,243 ▲3.6%1,2240.2%Consumer DiscretionaryIJHiShares Core S&P Mid-Cap ETF$290,416$3,851 ▼-1.3%4,9770.2%ETFAMTAmerican Tower$283,049$10,878 ▲4.0%1,3010.2%FinanceLIILennox International$280,9760.0%5010.2%ConstructionDHRDanaher$277,545$39,356 ▲16.5%1,3540.2%MedicalITOTiShares Core S&P Total U.S. Stock Market ETF$268,056$3,416 ▼-1.3%2,1970.2%ETFRSPInvesco S&P 500 Equal Weight ETF$267,6400.0%1,5450.2%ETFCVXChevron$261,3070.0%1,5620.2%EnergyJPMJPMorgan Chase & Co.$260,866$33,130 ▲14.5%1,0630.2%FinanceATOAtmos Energy$258,6120.0%1,6730.2%UtilitiesIXNiShares Global Tech ETF$253,876$1,747,442 ▼-87.3%3,3520.2%ETFBJULInnovator U.S. Equity Buffer ETF - July$248,2630.0%5,7500.2%ETFIJRiShares Core S&P Small-Cap ETF$238,922$8,574 ▼-3.5%2,2850.2%ETFUAUGInnovator U.S. Equity Ultra Buffer ETF - August$237,1470.0%6,8500.2%ETFCIThe Cigna Group$226,023$226,023 ▲New Holding6870.2%MedicalMTUMiShares MSCI USA Momentum Factor ETF$220,0960.0%1,0890.2%ETFIBTIiShares iBonds Dec 2028 Term Treasury ETF$212,110$212,110 ▲New Holding9,5330.2%ManufacturingPCARPACCAR$204,4770.0%2,1000.2%Auto/Tires/TrucksIBMNiShares iBonds Dec 2025 Term Muni Bond ETF$203,675$191,637 ▼-48.5%7,6140.2%ETFCHKPCheck Point Software Technologies$202,339$202,339 ▲New Holding8880.2%Computer and TechnologyIBMOiShares iBonds Dec 2026 Term Muni Bond ETF$0$222,567 ▼-100.0%00.0%ETFTXNTexas Instruments$0$205,543 ▼-100.0%00.0%Computer and TechnologyBUFFInnovator Laddered Fund of U.S. Equity Power Buffer ETFs$0$204,475 ▼-100.0%00.0%ETFShowing 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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