13F Holdings Screener
Showing 51 -
100 of
86,839 results.
| CIK | Fund Name | Issuer Name | CUSIP | Ticker | Value ($) | Shares | Avg Price | Reporting Date | Filing Date |
|---|---|---|---|---|---|---|---|---|---|
| 0001801674 | WJ Wealth Management, LLC | HARBOR ETF TRUST | 41151J406 | 12,481,326.00 | 385,821.00 | 32.35 | 2025-09-30 | 2025-11-25 | |
| 0001801674 | WJ Wealth Management, LLC | GLOBAL X FDS | 37960A529 | 7,707,349.00 | 112,829.00 | 68.31 | 2025-09-30 | 2025-11-25 | |
| 0001801674 | WJ Wealth Management, LLC | GENERAL MLS INC | 370334104 | GIS | 265,677.00 | 5,700.00 | 46.61 | 2025-09-30 | 2025-11-25 |
| 0001801674 | WJ Wealth Management, LLC | GE AEROSPACE | 369604301 | GE | 391,749.00 | 1,268.00 | 308.95 | 2025-09-30 | 2025-11-25 |
| 0001801674 | WJ Wealth Management, LLC | FIRST TR EXCHANGE-TRADED FD | 33733E104 | 226,806.00 | 2,485.00 | 91.27 | 2025-09-30 | 2025-11-25 | |
| 0001801674 | WJ Wealth Management, LLC | ETF SER SOLUTIONS | 26922A420 | 1,003,097.00 | 8,715.00 | 115.10 | 2025-09-30 | 2025-11-25 | |
| 0001801674 | WJ Wealth Management, LLC | ELI LILLY & CO | 532457108 | LLY | 522,893.00 | 606.00 | 862.86 | 2025-09-30 | 2025-11-25 |
| 0001801674 | WJ Wealth Management, LLC | COSTCO WHSL CORP NEW | 22160K105 | COST | 684,499.00 | 751.00 | 911.45 | 2025-09-30 | 2025-11-25 |
| 0001801674 | WJ Wealth Management, LLC | CAPITAL GROUP INTERNATIONAL | 14021M107 | 11,005,248.00 | 321,885.00 | 34.19 | 2025-09-30 | 2025-11-25 | |
| 0001801674 | WJ Wealth Management, LLC | CAPITAL GROUP GROWTH ETF | 14020G101 | 6,767,652.00 | 150,828.00 | 44.87 | 2025-09-30 | 2025-11-25 | |
| 0001801674 | WJ Wealth Management, LLC | CAPITAL GROUP DIVIDEND VALUE | 14020W106 | 17,247,641.00 | 404,305.00 | 42.66 | 2025-09-30 | 2025-11-25 | |
| 0001801674 | WJ Wealth Management, LLC | BROADCOM INC | 11135F101 | AVGO | 787,682.00 | 2,131.00 | 369.63 | 2025-09-30 | 2025-11-25 |
| 0001801674 | WJ Wealth Management, LLC | BLACKROCK ETF TRUST II | 092528603 | 14,516,344.00 | 272,556.00 | 53.26 | 2025-09-30 | 2025-11-25 | |
| 0001801674 | WJ Wealth Management, LLC | BLACKROCK ETF TRUST | 09290C103 | 520,840.00 | 8,558.00 | 60.86 | 2025-09-30 | 2025-11-25 | |
| 0001801674 | WJ Wealth Management, LLC | ARK ETF TR | 00214Q807 | 1,494,649.00 | 47,661.00 | 31.36 | 2025-09-30 | 2025-11-25 | |
| 0001801674 | WJ Wealth Management, LLC | APPLE INC | 037833100 | AAPL | 1,614,109.00 | 5,970.00 | 270.37 | 2025-09-30 | 2025-11-25 |
| 0001801674 | WJ Wealth Management, LLC | AMAZON COM INC | 023135106 | AMZN | 2,609,735.00 | 10,686.00 | 244.22 | 2025-09-30 | 2025-11-25 |
| 0001801674 | WJ Wealth Management, LLC | ALPHABET INC | 02079K107 | GOOG | 2,500,589.00 | 8,873.00 | 281.82 | 2025-09-30 | 2025-11-25 |
| 0001801674 | WJ Wealth Management, LLC | ABRDN PRECIOUS METALS BASKET | 003263100 | 7,747,942.00 | 45,020.00 | 172.10 | 2025-09-30 | 2025-11-25 | |
| 0001886840 | Peak XV Partners Operations LLC | Freshworks, Inc. | 358054104 | FRSH | 30,564,006.00 | 1,922,719.00 | 15.90 | 2025-09-30 | 2025-11-25 |
| 0001886840 | Peak XV Partners Operations LLC | Freshworks, Inc. | 358054104 | FRSH | 130,457,032.00 | 8,910,244.00 | 14.64 | 2025-09-30 | 2025-11-25 |
| 0001539639 | Little Harbor Advisors, LLC | ISHARES TR | 464288513 | HYG | 5,662.00 | 69,250.00 | 0.08 | 2025-09-30 | 2025-11-25 |
| 0001539639 | Little Harbor Advisors, LLC | ISHARES TR | 46435U853 | 5,821.00 | 154,078.00 | 0.04 | 2025-09-30 | 2025-11-25 | |
| 0001539639 | Little Harbor Advisors, LLC | SPDR SERIES TRUST | 78468R606 | 5,854.00 | 244,536.00 | 0.02 | 2025-09-30 | 2025-11-25 | |
| 0001539639 | Little Harbor Advisors, LLC | SSGA ACTIVE ETF TR | 78467V608 | 5,774.00 | 138,861.00 | 0.04 | 2025-09-30 | 2025-11-25 | |
| 0001539639 | Little Harbor Advisors, LLC | SPDR SER TR | 78468R408 | 5,763.00 | 225,135.00 | 0.03 | 2025-09-30 | 2025-11-25 | |
| 0001539639 | Little Harbor Advisors, LLC | FIRST TR EXCHANGE-TRADED FD | 33738D309 | 5,709.00 | 124,536.00 | 0.05 | 2025-09-30 | 2025-11-25 | |
| 0001539639 | Little Harbor Advisors, LLC | INVESCO QQQ TR | 46090E103 | QQQ | 15,476.00 | 25,778.00 | 0.60 | 2025-09-30 | 2025-11-25 |
| 0001539639 | Little Harbor Advisors, LLC | SPDR S&P 500 ETF TR | 78462F103 | SPY | 150,083.00 | 225,289.00 | 0.67 | 2025-09-30 | 2025-11-25 |
| 0001697716 | LWM Advisory Services, LLC | ZOETIS INC | 98978V103 | ZTS | 264,233.00 | 1,809.00 | 146.07 | 2025-09-30 | 2025-11-25 |
| 0001697716 | LWM Advisory Services, LLC | YPF SOCIEDAD ANONIMA | 984245100 | YPF | 246,470.00 | 10,147.00 | 24.29 | 2025-09-30 | 2025-11-25 |
| 0001697716 | LWM Advisory Services, LLC | WORLD GOLD TR | 98149E303 | GLD | 12,346,288.00 | 161,495.00 | 76.45 | 2025-09-30 | 2025-11-25 |
| 0001697716 | LWM Advisory Services, LLC | WISDOMTREE TR | 97717Y568 | 1,159,223.00 | 20,192.00 | 57.41 | 2025-09-30 | 2025-11-25 | |
| 0001697716 | LWM Advisory Services, LLC | WISDOMTREE TR | 97717Y527 | 5,130,253.00 | 102,053.00 | 50.27 | 2025-09-30 | 2025-11-25 | |
| 0001697716 | LWM Advisory Services, LLC | WASTE MGMT INC DEL | 94106L109 | WM | 349,359.00 | 1,582.00 | 220.83 | 2025-09-30 | 2025-11-25 |
| 0001697716 | LWM Advisory Services, LLC | WASTE CONNECTIONS INC | 94106B101 | WCN | 531,625.00 | 3,023.00 | 175.86 | 2025-09-30 | 2025-11-25 |
| 0001697716 | LWM Advisory Services, LLC | WALMART INC | 931142103 | WMT | 222,328.00 | 2,159.00 | 102.98 | 2025-09-30 | 2025-11-25 |
| 0001697716 | LWM Advisory Services, LLC | VISA INC | 92826C839 | V | 787,910.00 | 2,288.00 | 344.37 | 2025-09-30 | 2025-11-25 |
| 0001697716 | LWM Advisory Services, LLC | VERISK ANALYTICS INC | 92345Y106 | VRSK | 387,828.00 | 1,542.00 | 251.51 | 2025-09-30 | 2025-11-25 |
| 0001697716 | LWM Advisory Services, LLC | VANGUARD INDEX FDS | 922908363 | VOO | 359,465.00 | 587.00 | 612.38 | 2025-09-30 | 2025-11-25 |
| 0001697716 | LWM Advisory Services, LLC | VANECK ETF TRUST | 92189F528 | 909,098.00 | 52,187.00 | 17.42 | 2025-09-30 | 2025-11-25 | |
| 0001697716 | LWM Advisory Services, LLC | UNITEDHEALTH GROUP INC | 91324P102 | UNH | 208,139.00 | 591.00 | 352.18 | 2025-09-30 | 2025-11-25 |
| 0001697716 | LWM Advisory Services, LLC | TRANSDIGM GROUP INC | 893641100 | TDG | 296,554.00 | 225.00 | 1,318.02 | 2025-09-30 | 2025-11-25 |
| 0001697716 | LWM Advisory Services, LLC | TRANE TECHNOLOGIES PLC | G8994E103 | \ | 276,081.00 | 650.00 | 424.74 | 2025-09-30 | 2025-11-25 |
| 0001697716 | LWM Advisory Services, LLC | THERMO FISHER SCIENTIFIC INC | 883556102 | TMO | 461,724.00 | 912.00 | 506.28 | 2025-09-30 | 2025-11-25 |
| 0001697716 | LWM Advisory Services, LLC | TEXAS INSTRS INC | 882508104 | TXN | 424,641.00 | 2,312.00 | 183.67 | 2025-09-30 | 2025-11-25 |
| 0001697716 | LWM Advisory Services, LLC | TESLA INC | 88160R101 | TSLA | 435,747.00 | 973.00 | 447.84 | 2025-09-30 | 2025-11-25 |
| 0001697716 | LWM Advisory Services, LLC | T-MOBILE US INC | 872590104 | TMUS | 574,627.00 | 2,437.00 | 235.79 | 2025-09-30 | 2025-11-25 |
| 0001697716 | LWM Advisory Services, LLC | SPOTIFY TECHNOLOGY S A | L8681T102 | SPOT | 240,810.00 | 345.00 | 698.00 | 2025-09-30 | 2025-11-25 |
| 0001697716 | LWM Advisory Services, LLC | SPDR SERIES TRUST | 78464A409 | SPYG | 1,480,365.00 | 14,164.00 | 104.52 | 2025-09-30 | 2025-11-25 |