Wj Interests, LLC Top Holdings and 13F Report (2025) About Wj Interests, LLCInvestment ActivityWj Interests, LLC has $233.77 million in total holdings as of June 30, 2025.Wj Interests, LLC owns shares of 23 different stocks, but just 7 companies or ETFs make up 80% of its holdings.Approximately 1.61% of the portfolio was purchased this quarter.About 1.75% of the portfolio was sold this quarter.This quarter, Wj Interests, LLC has purchased 23 new stocks and bought additional shares in 6 stocks.Wj Interests, LLC sold shares of 7 stocks and completely divested from 1 stock this quarter.Largest Holdings Vanguard Total World Stock ETF $45,279,853TIDAL TR II $44,769,087WisdomTree International Efficient Core Fund $29,843,653WisdomTree U.S. Efficient Core Fund $29,395,432Avantis Emerging Markets Equity ETF $20,119,528 Largest New Holdings this Quarter 882508104 - Texas Instruments $418,977 Holding Largest Purchases this Quarter TIDAL TR II 59,462 shares (about $1.56M)TIDAL TR II 56,852 shares (about $1.33M)Texas Instruments 2,018 shares (about $418.98K)Avantis U.S. Small Cap Value ETF 3,618 shares (about $329.60K)SIMPLIFY EXCHANGE TRADED FUN 2,378 shares (about $115.62K) Largest Sales this Quarter PIMCO Enhanced Short Maturity Exchange-Traded Fund 11,932 shares (about $1.20M)WisdomTree U.S. Efficient Core Fund 16,722 shares (about $837.10K)WisdomTree International Efficient Core Fund 19,846 shares (about $813.49K)Vanguard Total World Stock ETF 3,500 shares (about $449.82K)Strategy Shares Newfound/ReSolve Robust Momentum ETF 8,932 shares (about $286.02K) 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$45,279,853$449,819 ▼-1.0%352,31819.4%ETFTIDAL TR II$44,769,087$1,558,499 ▲3.6%1,708,09219.2%RET STCKD GL STKNTSIWisdomTree International Efficient Core Fund$29,843,653$813,487 ▼-2.7%728,07212.8%FinanceNTSXWisdomTree U.S. Efficient Core Fund$29,395,432$837,103 ▼-2.8%587,20412.6%FinanceAVEMAvantis Emerging Markets Equity ETF$20,119,528$20,356 ▲0.1%293,5448.6%ETFAVUVAvantis U.S. Small Cap Value ETF$17,040,262$329,600 ▲2.0%187,0507.3%ETFAVLVAvantis U.S. Large Cap Value ETF$16,558,821$148,357 ▼-0.9%242,7627.1%ETFROMOStrategy Shares Newfound/ReSolve Robust Momentum ETF$14,127,604$286,016 ▼-2.0%441,1916.0%ManufacturingTIDAL TR II$4,330,361$1,325,789 ▲44.1%185,6931.9%RETURN STCKD USSIMPLIFY EXCHANGE TRADED FUN$3,818,518$115,618 ▲3.1%78,5381.6%BOND BULL ETFMINTPIMCO Enhanced Short Maturity Exchange-Traded Fund$3,025,798$1,199,582 ▼-28.4%30,0971.3%ETFJPMJPMorgan Chase & Co.$1,014,1050.0%3,4980.4%FinanceSTELStellarone$769,626$140 ▲0.0%27,5060.3%FinanceMSFTMicrosoft$554,6120.0%1,1150.2%Computer and TechnologyWMTWalmart$469,3440.0%4,8000.2%Retail/WholesaleIBMInternational Business Machines$460,446$40,680 ▼-8.1%1,5620.2%Computer and TechnologyVHTVanguard Health Care ETF$419,6950.0%1,6900.2%ETFTXNTexas Instruments$418,977$418,977 ▲New Holding2,0180.2%Computer and TechnologyMSTRMicroStrategy$303,1730.0%7500.1%Computer and TechnologySCHWAB STRATEGIC TR$297,6460.0%11,2150.1%HIGH YIELD BD ETGLDSPDR Gold Shares$266,7260.0%8750.1%FinanceBNLBroadstone Net Lease$254,6170.0%15,8640.1%FinanceZIONZions Bancorporation, N.A.$230,5620.0%4,4390.1%FinanceBRK.BBerkshire Hathaway$0$321,913 ▼-100.0%00.0%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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