• 13F History

WJ Wealth Management, LLC

13F Filings History

Latest 13F report
Q4 2024 - Jan 24, 2025
Value $
$290M
Signature - Title
Jeffry R. Jones - Chief Compliance Officer
Location
Glendale, AZ
Summary
This page shows a list of all the recent 13F filings made by WJ Wealth Management, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. WJ Wealth Management, LLC reported 74 stock holdings with total value $290M as of Q4 2024. Top holdings included QUAL, CGDV, WINN, NVDA, and IWY.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 74 $290M +$35.2M -$34.9M +$326K QUAL, CGDV, WINN, NVDA, IWY 13F-HR 1/24/2025, 05:17 PM
Q3 2024 74 $284M +$63.9M -$61.5M +$2.38M QUAL, CGDV, WINN, BINC, IWY 13F-HR 10/31/2024, 05:41 PM
Q2 2024 77 $275M +$45.1M -$21.4M +$23.7M QUAL, CGDV, WINN, NVDA, QQQ 13F-HR 8/9/2024, 07:31 PM
Q1 2024 71 $251M +$32.4M -$29.8M +$2.67M QUAL, CGDV, QQQ, TFLO, IWY 13F-HR 4/17/2024, 06:29 PM
Q4 2023 71 $230M +$42.2M -$34.5M +$7.71M TFLO, QUAL, CGDV, QQQ, OEF 13F-HR 1/12/2024, 08:43 PM
Q3 2023 64 $206M +$21.3M -$20.8M +$513K TFLO, QUAL, SHV, CGDV, OEF 13F-HR 10/10/2023, 09:28 PM
Q2 2023 60 $211M +$108M -$12.8M +$94.8M TFLO, QUAL, SHV, SHY, IUSV 13F-HR 7/11/2023, 09:01 PM
Q1 2023 50 $148M +$89.1M -$84.4M +$4.68M IGSB, SHY, SHV, IUSV, SPHB 13F-HR 4/12/2023, 11:27 AM
Q4 2022 54 $172M +$35.6M -$7.06M +$28.5M IUSV, DHS, TFLO, FLOT, FLRN 13F-HR 2/15/2023, 10:10 AM
Q3 2022 54 $159M +$62.1M -$19.6M +$42.5M FLOT, IGSB, FLRN, DHS, IUSV 13F-HR 10/18/2022, 08:11 AM
Q2 2022 48 $141M +$57.3M -$10.7M +$46.6M FLOT, FLRN, DHS, XLE, IUSV 13F-HR 8/5/2022, 01:44 PM
Q1 2022 49 $150M +$63.4M -$34.3M +$29M FLOT, COWZ, QQQ, IUSV, IUSG 13F-HR 5/12/2022, 09:16 PM
Q4 2021 53 $153M +$43.4M -$16.2M +$27.1M QQQ, IVV, IUSG, IUSV, FLOT 13F-HR 2/14/2022, 12:45 PM
Q3 2021 54 $150M +$120M -$1.11M +$119M QQQ, FLRN, IUSG, IVV, IUSV Restatement 10/15/2021, 03:51 PM
Q2 2021 42 $32.3M +$2.62M -$4.56M -$1.94M QQQ, VGIT, IVV, AMZN, FLRN 13F-HR 8/3/2021, 08:49 PM
Q1 2021 42 $32.2M +$5.55M -$5.78M -$230K QQQ, VGIT, IVV, FLRN, AMZN 13F-HR 4/28/2021, 08:19 AM
Q4 2020 37 $32.1M +$3.56M -$3.49M +$77.3K QQQ, VGIT, IVV, AMZN, SPTI 13F-HR 1/19/2021, 08:57 PM
Q3 2020 31 $30.9M +$1.15M -$94.7M -$93.6M QQQ, VGIT, SPTI, IVV, GOVT 13F-HR 10/14/2020, 12:32 PM
Q2 2020 51 $143M +$113M +$113M QQQ, GOVT, VGIT, USMV, TLH 13F-HR 8/3/2020, 04:59 PM
Q1 2020 23 $27.8M +$2.06M -$4.68M -$2.62M VGIT, QQQ, GOVT, IVV, USMV 13F-HR 4/21/2020, 04:21 PM
Q4 2019 34 $39.7M VGIT, IVV, QQQ, GOVT, VYM 13F-HR 1/31/2020, 04:16 PM