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Portfolio (Quarterly) Guide ↗

4J Wealth Management LLC

· CIK 0001840775
13F Portfolio $170M AUM Filed Oct 22, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 94 New
Page 4 of 5  ·  94 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 JNJ JOHNSON & JOHNSON Healthcare 2,178.0 $404K 0.24% NEW $185.42 +23.5%
62 V VISA INC Financial Services 1,103.0 $377K 0.22% NEW $341.44 -2.6%
63 COST COSTCO WHSL CORP NEW Consumer Defensive 402.0 $372K 0.22% NEW $925.63 +13.3%
64 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 1,421.0 $369K 0.22% NEW $259.44 +22.6%
65 GOVT ISHARES TR 15,412.0 $356K 0.21% NEW $23.12 -2.7%
66 IBDV ISHARES TR 15,068.0 $334K 0.20% NEW $22.15 -2.3%
67 IBDU ISHARES TR 14,205.0 $333K 0.20% NEW $23.47 -1.7%
68 JPM JPMORGAN CHASE & CO. Financial Services 1,036.0 $327K 0.19% NEW $315.42 -4.7%
69 ABBV ABBVIE INC Healthcare 1,393.0 $323K 0.19% NEW $231.54 -7.7%
70 IXN ISHARES TR 3,097.0 $320K 0.19% NEW $103.21 +25.9%
71 IEF ISHARES TR 3,253.0 $314K 0.18% NEW $96.45 -3.5%
72 IGSB ISHARES TR 5,889.0 $312K 0.18% NEW $53.03 -1.6%
73 MAR MARRIOTT INTL INC NEW Consumer Cyclical 1,156.0 $301K 0.18% NEW $260.44 +37.9%
74 GEV GE VERNOVA INC Utilities 484.0 $298K 0.17% NEW $614.90 +64.6%
75 RSP INVESCO EXCHANGE TRADED FD T 1,545.0 $293K 0.17% NEW $189.70 +6.3%
76 IJH ISHARES TR 4,465.0 $291K 0.17% NEW $65.26 +9.5%
77 ATO ATMOS ENERGY CORP Utilities 1,673.0 $286K 0.17% NEW $170.75 +4.1%
78 BJUL INNOVATOR ETFS TRUST 5,750.0 $286K 0.17% NEW $49.66 +7.5%
79 DHR DANAHER CORPORATION Healthcare 1,416.0 $281K 0.17% NEW $198.25 -17.3%
80 ISHARES TR 12,210.0 $280K 0.17% NEW $22.95
Page 4 of 5  ·  94 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 35.7%
Financial Services 19.8%
Consumer Cyclical 13.6%
Communication Services 13.3%
Industrials 8.6%
Energy 3.7%
Healthcare 3.3%
Utilities 1.3%
Consumer Defensive 0.8%