13F Holdings Screener
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50 of
86,839 results.
| CIK | Fund Name | Issuer Name | CUSIP | Ticker | Value ($) | Shares | Avg Price | Reporting Date | Filing Date |
|---|---|---|---|---|---|---|---|---|---|
| 0001801674 | WJ Wealth Management, LLC | VANECK ETF TRUST | 92189F601 | 1,539,212.00 | 9,924.00 | 155.10 | 2025-09-30 | 2025-11-25 | |
| 0001801674 | WJ Wealth Management, LLC | VANECK ETF TRUST | 92189F676 | 688,286.00 | 1,896.00 | 363.02 | 2025-09-30 | 2025-11-25 | |
| 0001801674 | WJ Wealth Management, LLC | TCW ETF TRUST | 29287L205 | 7,258,893.00 | 70,922.00 | 102.35 | 2025-09-30 | 2025-11-25 | |
| 0001801674 | WJ Wealth Management, LLC | TCW ETF TRUST | 29287L700 | 17,624,021.00 | 442,259.00 | 39.85 | 2025-09-30 | 2025-11-25 | |
| 0001801674 | WJ Wealth Management, LLC | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | TSM | 798,843.00 | 2,659.00 | 300.43 | 2025-09-30 | 2025-11-25 |
| 0001801674 | WJ Wealth Management, LLC | SSGA ACTIVE ETF TR | 78467V848 | 513,175.00 | 12,646.00 | 40.58 | 2025-09-30 | 2025-11-25 | |
| 0001801674 | WJ Wealth Management, LLC | SPDR SERIES TRUST | 78464A508 | SPYV | 1,004,057.00 | 17,936.00 | 55.98 | 2025-09-30 | 2025-11-25 |
| 0001801674 | WJ Wealth Management, LLC | SPDR SERIES TRUST | 78464A409 | SPYG | 511,988.00 | 4,738.00 | 108.06 | 2025-09-30 | 2025-11-25 |
| 0001801674 | WJ Wealth Management, LLC | SPDR SERIES TRUST | 78468R200 | 524,311.00 | 16,990.00 | 30.86 | 2025-09-30 | 2025-11-25 | |
| 0001801674 | WJ Wealth Management, LLC | SPDR SERIES TRUST | 78464A631 | 758,078.00 | 3,050.00 | 248.55 | 2025-09-30 | 2025-11-25 | |
| 0001801674 | WJ Wealth Management, LLC | SPDR S&P 500 ETF TR | 78462F103 | SPY | 515,467.00 | 756.00 | 681.83 | 2025-09-30 | 2025-11-25 |
| 0001801674 | WJ Wealth Management, LLC | SIMPLIFY EXCHANGE TRADED FUN | 82889N848 | 2,234,399.00 | 48,919.00 | 45.68 | 2025-09-30 | 2025-11-25 | |
| 0001801674 | WJ Wealth Management, LLC | ROCKWELL AUTOMATION INC | 773903109 | ROK | 383,094.00 | 1,040.00 | 368.36 | 2025-09-30 | 2025-11-25 |
| 0001801674 | WJ Wealth Management, LLC | ROCKET LAB CORP | 773121108 | 466,682.00 | 7,410.00 | 62.98 | 2025-09-30 | 2025-11-25 | |
| 0001801674 | WJ Wealth Management, LLC | PIMCO ETF TR | 72201R585 | 4,536,457.00 | 168,767.00 | 26.88 | 2025-09-30 | 2025-11-25 | |
| 0001801674 | WJ Wealth Management, LLC | PALANTIR TECHNOLOGIES INC | 69608A108 | PLTR | 529,842.00 | 2,643.00 | 200.47 | 2025-09-30 | 2025-11-25 |
| 0001801674 | WJ Wealth Management, LLC | PACER FDS TR | 69374H360 | 6,012,950.00 | 164,468.00 | 36.56 | 2025-09-30 | 2025-11-25 | |
| 0001801674 | WJ Wealth Management, LLC | OKLO INC | 02156V109 | 1,403,777.00 | 10,573.00 | 132.77 | 2025-09-30 | 2025-11-25 | |
| 0001801674 | WJ Wealth Management, LLC | NVIDIA CORPORATION | 67066G104 | NVDA | 9,671,184.00 | 47,761.00 | 202.49 | 2025-09-30 | 2025-11-25 |
| 0001801674 | WJ Wealth Management, LLC | NETFLIX INC | 64110L106 | NFLX | 201,395.00 | 180.00 | 1,118.86 | 2025-09-30 | 2025-11-25 |
| 0001801674 | WJ Wealth Management, LLC | MICROSOFT CORP | 594918104 | MSFT | 2,058,076.00 | 3,975.00 | 517.75 | 2025-09-30 | 2025-11-25 |
| 0001801674 | WJ Wealth Management, LLC | MICRON TECHNOLOGY INC | 595112103 | MU | 223,770.00 | 1,000.00 | 223.77 | 2025-09-30 | 2025-11-25 |
| 0001801674 | WJ Wealth Management, LLC | META PLATFORMS INC | 30303M102 | META | 495,988.00 | 765.00 | 648.35 | 2025-09-30 | 2025-11-25 |
| 0001801674 | WJ Wealth Management, LLC | LPL FINL HLDGS INC | 50212V100 | LPLA | 377,310.00 | 1,000.00 | 377.31 | 2025-09-30 | 2025-11-25 |
| 0001801674 | WJ Wealth Management, LLC | KROGER CO | 501044101 | KR | 255,156.00 | 4,010.00 | 63.63 | 2025-09-30 | 2025-11-25 |
| 0001801674 | WJ Wealth Management, LLC | J P MORGAN EXCHANGE TRADED F | 46641Q837 | 18,747,585.00 | 369,265.00 | 50.77 | 2025-09-30 | 2025-11-25 | |
| 0001801674 | WJ Wealth Management, LLC | J P MORGAN EXCHANGE TRADED F | 46654Q773 | 651,124.00 | 12,400.00 | 52.51 | 2025-09-30 | 2025-11-25 | |
| 0001801674 | WJ Wealth Management, LLC | ISHARES U S ETF TR | 46431W507 | 603,940.00 | 11,775.00 | 51.29 | 2025-09-30 | 2025-11-25 | |
| 0001801674 | WJ Wealth Management, LLC | ISHARES TR | 464287580 | 200,208.00 | 1,940.00 | 103.20 | 2025-09-30 | 2025-11-25 | |
| 0001801674 | WJ Wealth Management, LLC | ISHARES TR | 464288158 | 644,460.00 | 6,049.00 | 106.54 | 2025-09-30 | 2025-11-25 | |
| 0001801674 | WJ Wealth Management, LLC | ISHARES TR | 464287101 | 1,494,200.00 | 4,327.00 | 345.32 | 2025-09-30 | 2025-11-25 | |
| 0001801674 | WJ Wealth Management, LLC | ISHARES TR | 464289438 | 5,778,093.00 | 20,323.00 | 284.31 | 2025-09-30 | 2025-11-25 | |
| 0001801674 | WJ Wealth Management, LLC | ISHARES TR | 46436E403 | 3,918,873.00 | 56,919.00 | 68.85 | 2025-09-30 | 2025-11-25 | |
| 0001801674 | WJ Wealth Management, LLC | ISHARES TR | 46432F339 | 3,736,767.00 | 19,036.00 | 196.30 | 2025-09-30 | 2025-11-25 | |
| 0001801674 | WJ Wealth Management, LLC | ISHARES TR | 46435U325 | IBMK | 717,712.00 | 28,107.00 | 25.53 | 2025-09-30 | 2025-11-25 |
| 0001801674 | WJ Wealth Management, LLC | ISHARES TR | 46435U283 | IBMK | 765,108.00 | 30,158.00 | 25.37 | 2025-09-30 | 2025-11-25 |
| 0001801674 | WJ Wealth Management, LLC | ISHARES TR | 46435UAA9 | IBDR | 3,109,292.00 | 127,797.00 | 24.33 | 2025-09-30 | 2025-11-25 |
| 0001801674 | WJ Wealth Management, LLC | ISHARES TR | 46435U515 | IBDU | 341,700.00 | 13,400.00 | 25.50 | 2025-09-30 | 2025-11-25 |
| 0001801674 | WJ Wealth Management, LLC | ISHARES TR | 464287515 | 568,887.00 | 4,925.00 | 115.51 | 2025-09-30 | 2025-11-25 | |
| 0001801674 | WJ Wealth Management, LLC | ISHARES TR | 464288802 | 376,731.00 | 2,700.00 | 139.53 | 2025-09-30 | 2025-11-25 | |
| 0001801674 | WJ Wealth Management, LLC | ISHARES TR | 464287200 | IVV | 2,386,735.00 | 3,483.00 | 685.25 | 2025-09-30 | 2025-11-25 |
| 0001801674 | WJ Wealth Management, LLC | ISHARES TR | 464287663 | 1,772,456.00 | 17,544.00 | 101.03 | 2025-09-30 | 2025-11-25 | |
| 0001801674 | WJ Wealth Management, LLC | ISHARES TR | 464287150 | 875,232.00 | 5,876.00 | 148.95 | 2025-09-30 | 2025-11-25 | |
| 0001801674 | WJ Wealth Management, LLC | ISHARES TR | 464287457 | SHY | 965,555.00 | 11,636.00 | 82.98 | 2025-09-30 | 2025-11-25 |
| 0001801674 | WJ Wealth Management, LLC | INVESCO QQQ TR | 46090E103 | QQQ | 8,541,546.00 | 13,578.00 | 629.07 | 2025-09-30 | 2025-11-25 |
| 0001801674 | WJ Wealth Management, LLC | INVESCO EXCHANGE TRADED FD T | 46137V241 | 357,562.00 | 4,828.00 | 74.06 | 2025-09-30 | 2025-11-25 | |
| 0001801674 | WJ Wealth Management, LLC | INVESCO EXCHANGE TRADED FD T | 46137V530 | 238,510.00 | 4,250.00 | 56.12 | 2025-09-30 | 2025-11-25 | |
| 0001801674 | WJ Wealth Management, LLC | INVESCO EXCH TRADED FD TR II | 46138E222 | 5,661,952.00 | 105,026.00 | 53.91 | 2025-09-30 | 2025-11-25 | |
| 0001801674 | WJ Wealth Management, LLC | INVESCO EXCH TRADED FD TR II | 46138E339 | 8,722,239.00 | 71,670.00 | 121.70 | 2025-09-30 | 2025-11-25 | |
| 0001801674 | WJ Wealth Management, LLC | INVESCO EXCH TRADED FD TR II | 46138G649 | 5,593,369.00 | 21,599.00 | 258.96 | 2025-09-30 | 2025-11-25 |