Wj Interests, LLC Top Holdings and 13F Report (2025) About Wj Interests, LLCInvestment ActivityWj Interests, LLC has $215.02 million in total holdings as of March 31, 2025.Wj Interests, LLC owns shares of 23 different stocks, but just 7 companies or ETFs make up 80% of its holdings.Approximately 9.12% of the portfolio was purchased this quarter.About 4.77% of the portfolio was sold this quarter.This quarter, Wj Interests, LLC has purchased 16 new stocks and bought additional shares in 9 stocks.Wj Interests, LLC sold shares of 3 stocks and completely divested from 0 stocks this quarter.Largest Holdings Vanguard Total World Stock ETF $41,257,091TIDAL TR II $38,627,397WisdomTree International Efficient Core Fund $28,405,915WisdomTree U.S. Efficient Core Fund $27,363,887Avantis Emerging Markets Equity ETF $17,644,669 Largest New Holdings this Quarter 858927106 - Stellarone $760,674 Holding459200101 - International Business Machines $422,722 Holding931142103 - Walmart $421,392 Holding084670702 - Berkshire Hathaway $321,913 Holding808524631 - SCHWAB STRATEGIC TR $292,824 Holding Largest Purchases this Quarter TIDAL TR II 267,464 shares (about $6.27M)Vanguard Total World Stock ETF 33,239 shares (about $3.85M)PIMCO Enhanced Short Maturity Exchange-Traded Fund 22,987 shares (about $2.31M)Avantis U.S. Large Cap Value ETF 24,638 shares (about $1.61M)WisdomTree International Efficient Core Fund 39,044 shares (about $1.48M) Largest Sales this Quarter WisdomTree U.S. Efficient Core Fund 219,901 shares (about $9.96M)Strategy Shares Newfound/ReSolve Robust Momentum ETF 8,252 shares (about $251.36K)Avantis Emerging Markets Equity ETF 583 shares (about $35.08K) 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 PortfolioSectorVTVanguard Total World Stock ETF$41,257,091$3,854,061 ▲10.3%355,81819.2%ETFTIDAL TR II$38,627,397$6,266,681 ▲19.4%1,648,63018.0%RET STCKD GL STKNTSIWisdomTree International Efficient Core Fund$28,405,915$1,482,891 ▲5.5%747,91813.2%FinanceNTSXWisdomTree U.S. Efficient Core Fund$27,363,887$9,963,714 ▼-26.7%603,92612.7%FinanceAVEMAvantis Emerging Markets Equity ETF$17,644,669$35,079 ▼-0.2%293,2478.2%ETFAVUVAvantis U.S. Small Cap Value ETF$15,989,791$261,859 ▲1.7%183,4327.4%ETFAVLVAvantis U.S. Large Cap Value ETF$15,972,315$1,606,641 ▲11.2%244,9377.4%ETFROMOStrategy Shares Newfound/ReSolve Robust Momentum ETF$13,710,753$251,356 ▼-1.8%450,1236.4%ManufacturingMINTPIMCO Enhanced Short Maturity Exchange-Traded Fund$4,229,003$2,312,977 ▲120.7%42,0292.0%ETFSIMPLIFY EXCHANGE TRADED FUN$4,074,560$261,883 ▲6.9%76,1601.9%BOND BULL ETFTIDAL TR II$2,846,098$805,136 ▲39.4%128,8411.3%RETURN STCKD USJPMJPMorgan Chase & Co.$858,0590.0%3,4980.4%FinanceSTELStellarone$760,674$760,674 ▲New Holding27,5010.4%FinanceVHTVanguard Health Care ETF$447,3940.0%1,6900.2%ETFIBMInternational Business Machines$422,722$422,722 ▲New Holding1,7000.2%Computer and TechnologyWMTWalmart$421,392$421,392 ▲New Holding4,8000.2%Retail/WholesaleMSFTMicrosoft$418,560$44,296 ▲11.8%1,1150.2%Computer and TechnologyBRK.BBerkshire Hathaway$321,913$321,913 ▲New Holding6040.1%FinanceSCHWAB STRATEGIC TR$292,824$292,824 ▲New Holding11,2150.1%HIGH YIELD BD ETBNLBroadstone Net Lease$270,323$270,323 ▲New Holding15,8640.1%FinanceGLDSPDR Gold Shares$252,1230.0%8750.1%FinanceZIONZions Bancorporation, National Association$221,3290.0%4,4390.1%FinanceMSTRStrategy$216,203$216,203 ▲New Holding7500.1%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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