13F Holdings Screener
Showing 2001 -
2050 of
86,839 results.
| CIK | Fund Name | Issuer Name | CUSIP | Ticker | Value ($) | Shares | Avg Price | Reporting Date | Filing Date |
|---|---|---|---|---|---|---|---|---|---|
| 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 | |
| 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 |