4j-Wealth-Management

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "ABBV",
  null,
  "GOOGL",
  "AXP",
  null,
  null,
  null,
  "HLT",
  "MCD",
  null,
  null,
  null,
  "MUB",
  "META",
  null,
  null,
  null,
  null,
  null,
  "IVW",
  "IJH",
  null,
  null,
  null,
  "MA",
  "MSFT",
  "GE",
  "PCAR",
  "IJR",
  "ANET",
  "ORCL",
  "NOC",
  null,
  "IVV",
  null,
  null,
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  null,
  null,
  null,
  null,
  "GLD",
  "AMT",
  "CI",
  "TDG",
  null,
  "IEF",
  "BN.TO",
  "ATO",
  "AMZN",
  "IVE",
  null,
  "V",
  "CHKP",
  "LII",
  null,
  "MTUM",
  "DGRO",
  "BRK-B",
  "CVX",
  "COST",
  "DHR",
  "RSP",
  "MCO",
  "USMV",
  "MAR",
  "QQQ",
  "GOOG",
  "XOM",
  "JNJ",
  "TSLA",
  "NFLX",
  "ITOT",
  "VTI",
  "JPM",
  "QUAL"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-29
Total Holdings: 89
Total Value: 126815914
Accession Number: 0001754960-25-000260
Form Type: 13F-HR
CIK: 4j-wealth-management
Manager Name: 4j-Wealth-Management

Data Enrichment

61% identified

54 identified35 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

89 positions • $126.8M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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464287200

IVV|464287200

Shares:36.8K

Value:$20.7M

% of Portfolio:16.3% ($20.7M/$126.8M)

87283Q883

Shares:165.4K

Value:$8.4M

% of Portfolio:6.7% ($8.4M/$126.8M)

87283Q867

Shares:251.7K

Value:$8.1M

% of Portfolio:6.4% ($8.1M/$126.8M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:13.7K

Value:$7.3M

% of Portfolio:5.8% ($7.3M/$126.8M)

45783Y756

Shares:201.5K

Value:$6.3M

% of Portfolio:5.0% ($6.3M/$126.8M)

46434VBD1

Shares:175.5K

Value:$4.4M

% of Portfolio:3.5% ($4.4M/$126.8M)

464288661

Shares:34.4K

Value:$4.1M

% of Portfolio:3.2% ($4.1M/$126.8M)

87283Q834

Shares:138.0K

Value:$4.0M

% of Portfolio:3.2% ($4.0M/$126.8M)

Apple Inc.

AAPL|037833100

Shares:16.8K

Value:$3.7M

% of Portfolio:2.9% ($3.7M/$126.8M)

NVIDIA CORP

NVDA|67066G104

Shares:32.4K

Value:$3.5M

% of Portfolio:2.8% ($3.5M/$126.8M)

AMAZON COM INC

AMZN|023135106

Shares:13.0K

Value:$2.5M

% of Portfolio:2.0% ($2.5M/$126.8M)

46434V621

DGRO|46434V621

Shares:39.4K

Value:$2.4M

% of Portfolio:1.9% ($2.4M/$126.8M)

Alphabet Inc.

GOOG|02079K107

Shares:14.2K

Value:$2.2M

% of Portfolio:1.7% ($2.2M/$126.8M)

87283Q792

Shares:93.0K

Value:$2.2M

% of Portfolio:1.7% ($2.2M/$126.8M)

45783Y855

Shares:65.6K

Value:$2.1M

% of Portfolio:1.6% ($2.1M/$126.8M)

464287457

Shares:24.7K

Value:$2.0M

% of Portfolio:1.6% ($2.0M/$126.8M)

NORTHROP GRUMMAN CORP /DE/

NOC|666807102

Shares:3.9K

Value:$2.0M

% of Portfolio:1.6% ($2.0M/$126.8M)

MICROSOFT CORP

MSFT|594918104

Shares:5.0K

Value:$1.9M

% of Portfolio:1.5% ($1.9M/$126.8M)

464285204

Shares:29.7K

Value:$1.7M

% of Portfolio:1.4% ($1.7M/$126.8M)

Mastercard Inc

MA|57636Q104

Shares:2.8K

Value:$1.6M

% of Portfolio:1.2% ($1.6M/$126.8M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(IVVcusip464287200)	36.8K	QoQ +8.64% (+2.9K) YoY +47.75% (+11.9K)	All Managers (Combined)	$20.7M	16.3% ($20.7M/$126.8M)	QoQ +3.69% (+$738.3K) YoY +57.92% (+$7.6M)
(cusip87283Q883)✕	165.4K	QoQ +12.56% (+18.5K) YoY +56.69% (+59.8K)	All Managers (Combined)	$8.4M	6.7% ($8.4M/$126.8M)	QoQ +11.15% (+$846.9K) YoY +54.79% (+$3.0M)
(cusip87283Q867)✕	251.7K	QoQ +1.81% (-4.5K) YoY +22.96% (+47.0K)	All Managers (Combined)	$8.1M	6.4% ($8.1M/$126.8M)	QoQ -1.21% (-$99.7K) YoY +31.30% (+$1.9M)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	13.7K	QoQ -0.71% (-99) YoY -4.39% (-632)	All Managers (Combined)	$7.3M	5.8% ($7.3M/$126.8M)	QoQ +16.65% (-$1.0M) YoY +21.08% (-$1.3M)
(cusip45783Y756)✕	201.5K	QoQ +44.65% (+62.2K) YoY +72.66% (+84.8K)	All Managers (Combined)	$6.3M	5.0% ($6.3M/$126.8M)	QoQ +40.71% (+$1.8M) YoY +84.65% (+$2.9M)
(cusip46434VBD1)✕	175.5K	QoQ +142.83% (+103.2K) YoY +169.31% (+110.3K)	All Managers (Combined)	$4.4M	3.5% ($4.4M/$126.8M)	QoQ +143.80% (+$2.6M) YoY +173.00% (+$2.8M)
(cusip464288661)✕	34.4K	QoQ +7.59% (+2.4K) YoY NEW(+34.4K)	All Managers (Combined)	$4.1M	3.2% ($4.1M/$126.8M)	QoQ +10.00% (+$369.7K) YoY NEW(+$4.1M)
(cusip87283Q834)✕	138.0K	QoQ NEW(+138.0K) YoY NEW(+138.0K)	All Managers (Combined)	$4.0M	3.2% ($4.0M/$126.8M)	QoQ NEW(+$4.0M) YoY NEW(+$4.0M)
Apple Inc.(AAPLcusip037833100)	16.8K	QoQ +3.51% (-572) YoY +1.75% (+290)	All Managers (Combined)	$3.7M	2.9% ($3.7M/$126.8M)	QoQ -8.17% (-$333.1K) YoY +31.80% (+$902.6K)
NVIDIA CORP(NVDAcusip67066G104)	32.4K	QoQ -23.51% (-10.0K) YoY +632.85% (-28.0K)	All Managers (Combined)	$3.5M	2.8% ($3.5M/$126.8M)	QoQ -38.26% (-$2.2M) YoY -12.10% (-$484.1K)
AMAZON COM INC(AMZNcusip023135106)	13.0K	QoQ +4.38% (-548) YoY -1.36% (-181)	All Managers (Combined)	$2.5M	2.0% ($2.5M/$126.8M)	QoQ -9.47% (-$259.7K) YoY +4.03% (-$96.3K)
(DGROcusip46434V621)	39.4K	QoQ -76.98% (-131.6K) YoY -80.83% (-166.0K)	All Managers (Combined)	$2.4M	1.9% ($2.4M/$126.8M)	QoQ -76.81% (-$8.1M) YoY -79.60% (-$9.5M)
Alphabet Inc.(GOOGcusip02079K107)	14.2K	QoQ -0.07% (-10) YoY -9.62% (-1.5K)	All Managers (Combined)	$2.2M	1.7% ($2.2M/$126.8M)	QoQ -18.02% (-$487.8K) YoY -7.26% (-$173.9K)
(cusip87283Q792)✕	93.0K	QoQ NEW(+93.0K) YoY NEW(+93.0K)	All Managers (Combined)	$2.2M	1.7% ($2.2M/$126.8M)	QoQ NEW(+$2.2M) YoY NEW(+$2.2M)
(cusip45783Y855)✕	65.6K	QoQ NEW(+65.6K) YoY NEW(+65.6K)	All Managers (Combined)	$2.1M	1.6% ($2.1M/$126.8M)	QoQ NEW(+$2.1M) YoY NEW(+$2.1M)
(cusip464287457)✕	24.7K	QoQ -0.11% (-29) YoY -11.90% (-3.3K)	All Managers (Combined)	$2.0M	1.6% ($2.0M/$126.8M)	QoQ +0.79% (-$16.2K) YoY -10.88% (-$249.7K)
NORTHROP GRUMMAN CORP /DE/(NOCcusip666807102)	3.9K	QoQ +1.65% (+63) YoY +1.65% (+63)	All Managers (Combined)	$2.0M	1.6% ($2.0M/$126.8M)	QoQ +10.91% (+$194.8K) YoY +8.73% (+$159.1K)
MICROSOFT CORP(MSFTcusip594918104)	5.0K	QoQ +12.22% (-548) YoY +5.71% (-272)	All Managers (Combined)	$1.9M	1.5% ($1.9M/$126.8M)	QoQ -0.05% (-$945) YoY -5.66% (-$113.4K)
(cusip464285204)✕	29.7K	QoQ +0.32% (+96) YoY NEW(+29.7K)	All Managers (Combined)	$1.7M	1.4% ($1.7M/$126.8M)	QoQ +19.47% (+$285.0K) YoY NEW(+$1.7M)
Mastercard Inc(MAcusip57636Q104)	2.8K	QoQ +1.57% (+44) YoY -3.95% (-117)	All Managers (Combined)	$1.6M	1.2% ($1.6M/$126.8M)	QoQ +5.69% (+$84.0K) YoY +9.29% (-$132.5K)