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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EXXON MOBIL CORP

XOM|30231G102

Shares:13.0K

Value:$1.5M

% of Portfolio:1.2% ($1.5M/$126.8M)

87283Q701

Shares:26.0K

Value:$1.3M

% of Portfolio:1.0% ($1.3M/$126.8M)

46435GAA0

Shares:51.9K

Value:$1.3M

% of Portfolio:1.0% ($1.3M/$126.8M)

46436E866

Shares:52.8K

Value:$1.2M

% of Portfolio:1.0% ($1.2M/$126.8M)

Tesla, Inc.

TSLA|88160R101

Shares:4.5K

Value:$1.2M

% of Portfolio:0.9% ($1.2M/$126.8M)

46435UAA9

Shares:44.5K

Value:$1.1M

% of Portfolio:0.8% ($1.1M/$126.8M)

464288638

Shares:18.5K

Value:$971.1K

% of Portfolio:0.8% ($971.1K/$126.8M)

Meta Platforms, Inc.

META|30303M102

Shares:1.6K

Value:$949.4K

% of Portfolio:0.7% ($949.4K/$126.8M)

Arista Networks, Inc.

ANET|040413205

Shares:12.3K

Value:$949.3K

% of Portfolio:0.7% ($949.3K/$126.8M)

46436E841

Shares:42.2K

Value:$945.2K

% of Portfolio:0.7% ($945.2K/$126.8M)

464288414

MUB|464288414

Shares:8.9K

Value:$935.4K

% of Portfolio:0.7% ($935.4K/$126.8M)

46431W838

Shares:17.8K

Value:$895.0K

% of Portfolio:0.7% ($895.0K/$126.8M)

464287309

IVW|464287309

Shares:8.6K

Value:$796.3K

% of Portfolio:0.6% ($796.3K/$126.8M)

46434V100

Shares:14.4K

Value:$724.7K

% of Portfolio:0.6% ($724.7K/$126.8M)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:1.3K

Value:$719.9K

% of Portfolio:0.6% ($719.9K/$126.8M)

ORACLE CORP

ORCL|68389X105

Shares:5.0K

Value:$697.7K

% of Portfolio:0.6% ($697.7K/$126.8M)

46429B697

USMV|46429B697

Shares:7.3K

Value:$680.6K

% of Portfolio:0.5% ($680.6K/$126.8M)

46432F339

QUAL|46432F339

Shares:3.9K

Value:$659.3K

% of Portfolio:0.5% ($659.3K/$126.8M)

46435U515

Shares:25.0K

Value:$630.7K

% of Portfolio:0.5% ($630.7K/$126.8M)

Alphabet Inc.

GOOGL|02079K305

Shares:3.9K

Value:$603.4K

% of Portfolio:0.5% ($603.4K/$126.8M)

Instrument	Shares		Other Manager	Value	% of Portfolio
EXXON MOBIL CORP(XOMcusip30231G102)	13.0K	QoQ 0.00% (+0) YoY +0.19% (+25)	All Managers (Combined)	$1.5M	1.2% ($1.5M/$126.8M)	QoQ +10.56% (+$147.3K) YoY +2.51% (+$37.8K)
(cusip87283Q701)✕	26.0K	QoQ +175.48% (+16.6K) YoY NEW(+26.0K)	All Managers (Combined)	$1.3M	1.0% ($1.3M/$126.8M)	QoQ +175.86% (+$824.1K) YoY NEW(+$1.3M)
(cusip46435GAA0)✕	51.9K	QoQ -0.98% (-514) YoY +31.13% (+12.3K)	All Managers (Combined)	$1.3M	1.0% ($1.3M/$126.8M)	QoQ -0.40% (-$5.1K) YoY +33.11% (+$312.4K)
(cusip46436E866)✕	52.8K	QoQ +18.77% (+8.3K) YoY +16.56% (+7.5K)	All Managers (Combined)	$1.2M	1.0% ($1.2M/$126.8M)	QoQ +19.02% (+$197.4K) YoY +17.26% (+$181.8K)
Tesla, Inc.(TSLAcusip88160R101)	4.5K	QoQ -1.43% (-65) YoY -4.20% (-196)	All Managers (Combined)	$1.2M	0.9% ($1.2M/$126.8M)	QoQ -36.74% (-$673.0K) YoY +41.23% (-$338.2K)
(cusip46435UAA9)✕	44.5K	QoQ -9.27% (-4.6K) YoY +11.84% (+4.7K)	All Managers (Combined)	$1.1M	0.8% ($1.1M/$126.8M)	QoQ -8.43% (-$99.2K) YoY +13.63% (+$129.2K)
(cusip464288638)✕	18.5K	QoQ -2.32% (-441) YoY -13.25% (-2.8K)	All Managers (Combined)	$971.1K	0.8% ($971.1K/$126.8M)	QoQ -0.41% (-$4.0K) YoY -11.71% (-$128.8K)
Meta Platforms, Inc.(METAcusip30303M102)	1.6K	QoQ +6.67% (+103) YoY +1.10% (+18)	All Managers (Combined)	$949.4K	0.7% ($949.4K/$126.8M)	QoQ +5.00% (+$45.3K) YoY +20.01% (+$158.4K)
Arista Networks, Inc.(ANETcusip040413205)	12.3K	QoQ 0.00% (-0) YoY NEW(+12.3K)	All Managers (Combined)	$949.3K	0.7% ($949.3K/$126.8M)	QoQ -29.90% (-$404.9K) YoY NEW(+$949.3K)
(cusip46436E841)✕	42.2K	QoQ +0.15% (+66) YoY +0.85% (+359)	All Managers (Combined)	$945.2K	0.7% ($945.2K/$126.8M)	QoQ +1.16% (+$10.9K) YoY +2.04% (+$18.9K)
(MUBcusip464288414)	8.9K	QoQ -0.50% (-45) YoY -15.69% (-1.7K)	All Managers (Combined)	$935.4K	0.7% ($935.4K/$126.8M)	QoQ -1.54% (-$14.6K) YoY -17.39% (-$196.9K)
(cusip46431W838)✕	17.8K	QoQ +0.14% (+25) YoY -9.77% (-1.9K)	All Managers (Combined)	$895.0K	0.7% ($895.0K/$126.8M)	QoQ +0.72% (+$6.4K) YoY -9.56% (-$94.6K)
(IVWcusip464287309)	8.6K	QoQ +1.17% (-100) YoY +0.46% (+40)	All Managers (Combined)	$796.3K	0.6% ($796.3K/$126.8M)	QoQ -7.49% (-$64.5K) YoY +10.45% (+$75.3K)
(cusip46434V100)✕	14.4K	QoQ -0.03% (-5) YoY -27.77% (-5.5K)	All Managers (Combined)	$724.7K	0.6% ($724.7K/$126.8M)	QoQ +1.05% (-$7.5K) YoY -26.21% (-$257.5K)
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	1.3K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$719.9K	0.6% ($719.9K/$126.8M)	QoQ -4.55% (-$34.4K) YoY +6.94% (+$46.7K)
ORACLE CORP(ORCLcusip68389X105)	5.0K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$697.7K	0.6% ($697.7K/$126.8M)	QoQ -16.10% (-$133.9K) YoY +11.30% (+$70.9K)
(USMVcusip46429B697)	7.3K	QoQ 0.00% (+0) YoY -3.32% (-250)	All Managers (Combined)	$680.6K	0.5% ($680.6K/$126.8M)	QoQ +5.48% (+$35.4K) YoY +8.33% (-$52.4K)
(QUALcusip46432F339)	3.9K	QoQ -1.27% (-50) YoY -9.37% (-399)	All Managers (Combined)	$659.3K	0.5% ($659.3K/$126.8M)	QoQ -5.26% (-$36.6K) YoY -5.76% (-$40.3K)
(cusip46435U515)✕	25.0K	QoQ +21.03% (+4.3K) YoY +31.76% (+6.0K)	All Managers (Combined)	$630.7K	0.5% ($630.7K/$126.8M)	QoQ +22.78% (+$117.0K) YoY +33.64% (+$158.8K)
Alphabet Inc.(GOOGLcusip02079K305)	3.9K	QoQ +11.83% (-413) YoY -4.50% (-184)	All Managers (Combined)	$603.4K	0.5% ($603.4K/$126.8M)	QoQ -8.63% (-$57.1K) YoY -2.14% (-$13.3K)