Lji-Wealth-Management
AI_NATIVE detailed information: This accession holds the following tickers:[ null, "ENVX", "IBCP", null, null, "RF", "SNOW", "ABT", "ABBV", "ADBE", "GOOGL", "ASML", null, null, "CAT", "AVGO", "LOW", null, "COF", null, null, null, "RCKT", "SGMO", "HD", null, null, null, "UNP", "ISRG", "MUB", "META", "IVW", null, "IJH", null, "RDW", null, null, "UWMC", null, "LRCX", "IWS", "MA", "MSFT", "MS", "HEI", "KLAC", "IWD", "ORCL", null, "VGIT", "VHT", null, null, "EEM", null, "VGSH", "IEMG", "IVV", "UNH", "AAPL", "SPY", null, "ECL", null, "NVDA", "INTC", "PLTR", "PFE", "PG", "MRK", "VZ", null, "AMGN", "MSTR", "IEFA", null, "SLB", "SPG", "SRE", null, "IBM", "SBUX", "TGT", "UBER", "VO", "SCHW", "PCT", null, null, null, "PRF", null, null, null, "VIG", null, "TSM", "HUMA", "VYM", null, "VRT", null, "AMD", "SDY", "IWP", "IWR", null, null, "KOD", "NVO", "VIGI", "AMZN", "NIO", null, "IVE", null, null, "HBAN", null, "VUG", "VXUS", null, "VTWO", null, "VTEB", "BND", "VBR", "BSV", "VB", "VOO", "V", "WMT", "WFC", "XERS", "WYNN", null, null, "SCHF", null, "CRM", "DIA", null, null, "IXUS", "EXR", "FDX", "AME", null, "BAC", "BRK-B", "BA", null, "CVX", "CSCO", "NET", "COST", "CRWD", null, null, "DFAX", "DFAC", "RSP", null, "EFA", "QQQ", "IWM", "DIS", "ELV", "GOOG", "XOM", "JNJ", "LLY", "TSLA", "NFLX", "PM", "MO", "XLK", "ITOT", "VTI", "JPM" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-05-02
- Total Holdings
- 182
- Total Value
- 502153631
- Accession Number
- 0001667731-25-000572
- Form Type
- 13F-HR
- Manager Name
- Lji-Wealth-Management
Data Enrichment
71% identified129 identified53 unidentified
Holdings
182 positions • $502.2M total value
Manager:
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Instrument | Shares | Other Manager | Value | % of Portfolio | ||
---|---|---|---|---|---|---|
(cusip00768Y453)✕ | 10.2K | QoQ NEW(+10.2K) | All Managers (Combined) | $26.7K | 0.0% ($26.7K/$502.2M) | QoQ NEW(+$26.7K) |
23.8K | All Managers (Combined) | $15.6K | 0.0% ($15.6K/$502.2M) |