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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45782C789

Shares:5.8K

Value:$248.3K

% of Portfolio:0.2% ($248.3K/$126.8M)

464287804

IJR|464287804

Shares:2.3K

Value:$238.9K

% of Portfolio:0.2% ($238.9K/$126.8M)

45782C672

Shares:6.8K

Value:$237.1K

% of Portfolio:0.2% ($237.1K/$126.8M)

Cigna Group

CI|125523100

Shares:687

Value:$226.0K

% of Portfolio:0.2% ($226.0K/$126.8M)

46432F396

MTUM|46432F396

Shares:1.1K

Value:$220.1K

% of Portfolio:0.2% ($220.1K/$126.8M)

46436E833

Shares:9.5K

Value:$212.1K

% of Portfolio:0.2% ($212.1K/$126.8M)

PACCAR INC

PCAR|693718108

Shares:2.1K

Value:$204.5K

% of Portfolio:0.2% ($204.5K/$126.8M)

46435U432

Shares:7.6K

Value:$203.7K

% of Portfolio:0.2% ($203.7K/$126.8M)

CHECK POINT SOFTWARE TECHNOLOGIES LTD

CHKP|M22465104

Shares:888

Value:$202.3K

% of Portfolio:0.2% ($202.3K/$126.8M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip45782C789)✕	5.8K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$248.3K	0.2% ($248.3K/$126.8M)	QoQ -3.10% (-$7.9K) YoY +7.05% (+$16.4K)
(IJRcusip464287804)	2.3K	QoQ -3.46% (-82) YoY -3.82% (-91)	All Managers (Combined)	$238.9K	0.2% ($238.9K/$126.8M)	QoQ -12.39% (-$33.8K) YoY -8.99% (-$23.6K)
(cusip45782C672)✕	6.8K	QoQ 0.00% (-0) YoY -13.83% (-1.1K)	All Managers (Combined)	$237.1K	0.2% ($237.1K/$126.8M)	QoQ -2.50% (-$6.1K) YoY -8.63% (-$22.4K)
Cigna Group(CIcusip125523100)	687	QoQ NEW(+687) YoY +10.27% (-64)	All Managers (Combined)	$226.0K	0.2% ($226.0K/$126.8M)	QoQ NEW(+$226.0K) YoY -0.10% (-$244)
(MTUMcusip46432F396)	1.1K	QoQ 0.00% (-0) YoY -9.47% (-114)	All Managers (Combined)	$220.1K	0.2% ($220.1K/$126.8M)	QoQ -2.29% (-$5.2K) YoY -2.33% (-$5.3K)
(cusip46436E833)✕	9.5K	QoQ NEW(+9.5K) YoY NEW(+9.5K)	All Managers (Combined)	$212.1K	0.2% ($212.1K/$126.8M)	QoQ NEW(+$212.1K) YoY NEW(+$212.1K)
PACCAR INC(PCARcusip693718108)	2.1K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$204.5K	0.2% ($204.5K/$126.8M)	QoQ -6.39% (-$14.0K) YoY -21.40% (-$55.7K)
(cusip46435U432)✕	7.6K	QoQ -48.47% (-7.2K) YoY -63.46% (-13.2K)	All Managers (Combined)	$203.7K	0.2% ($203.7K/$126.8M)	QoQ -48.21% (-$189.6K) YoY -63.06% (-$347.8K)
CHECK POINT SOFTWARE TECHNOLOGIES LTD(CHKPcusipM22465104)	888	QoQ NEW(+888) YoY NEW(+888)	All Managers (Combined)	$202.3K	0.2% ($202.3K/$126.8M)	QoQ NEW(+$202.3K) YoY NEW(+$202.3K)