WJ Wealth Management, LLC

13F Portfolio Filings

Latest 13F report
Q2 2024 - Aug 12, 2024
Value $
$275M
Signature - Title
Jeffry R. Jones - Chief Compliance Officer
Location
18275 North 59 Th Avenue B 112, Glendale, AZ
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q2 2024 77 $275M +$45.1M -$21.4M +$23.7M QUAL, CGDV, WINN, NVDA, QQQ 13F-HR 8/9/2024, 07:31 PM
Q1 2024 71 $251M +$32.4M -$29.8M +$2.67M QUAL, CGDV, QQQ, TFLO, IWY 13F-HR 4/17/2024, 06:29 PM
Q4 2023 71 $230M +$42.2M -$34.5M +$7.71M TFLO, QUAL, CGDV, QQQ, OEF 13F-HR 1/12/2024, 08:43 PM
Q3 2023 64 $206M +$21.3M -$22.5M -$1.22M TFLO, QUAL, SHV, CGDV, OEF 13F-HR 10/10/2023, 09:28 PM
Q2 2023 60 $211M +$108M -$49.7M +$58M TFLO, QUAL, SHV, SHY, IUSV 13F-HR 7/11/2023, 09:01 PM
Q1 2023 50 $148M +$89.1M -$118M -$29M IGSB, SHY, SHV, IUSV, SPHB 13F-HR 4/12/2023, 11:27 AM
Q4 2022 54 $172M +$35.6M -$31.5M +$4.11M IUSV, DHS, TFLO, FLOT, FLRN 13F-HR 2/15/2023, 11:10 AM
Q3 2022 54 $159M +$62.1M -$38.9M +$23.2M FLOT, IGSB, FLRN, DHS, IUSV 13F-HR 10/18/2022, 08:11 AM
Q2 2022 48 $141M +$57.3M -$53.1M +$4.2M FLOT, FLRN, DHS, XLE, IUSV 13F-HR 8/5/2022, 01:44 PM
Q1 2022 49 $150M +$63.4M -$73.1M -$9.69M FLOT, COWZ, QQQ, IUSV, IUSG 13F-HR 5/12/2022, 09:16 PM
Q4 2021 53 $167M +$46.1M -$39.1M +$7M QQQ, IVV, IUSG, IUSV, FLOT 13F-HR 2/14/2022, 01:45 PM
Q3 2021 54 $150M +$120M -$1.11M +$119M QQQ, FLRN, IUSG, IVV, IUSV Restatement 10/15/2021, 03:51 PM
Q2 2021 42 $32.3M +$2.62M -$4.56M -$1.94M QQQ, VGIT, IVV, AMZN, FLRN 13F-HR 8/3/2021, 08:49 PM
Q1 2021 42 $32.2M +$5.55M -$5.78M -$230K QQQ, VGIT, IVV, FLRN, AMZN 13F-HR 4/28/2021, 08:19 AM
Q4 2020 37 $32.1M +$3.56M -$3.72M -$157K QQQ, VGIT, IVV, AMZN, SPTI 13F-HR 1/19/2021, 09:57 PM
Q3 2020 31 $30.9M +$1.15M -$120M -$119M QQQ, VGIT, SPTI, IVV, GOVT 13F-HR 10/14/2020, 12:32 PM
Q2 2020 51 $143M +$113M -$1.66M +$111M QQQ, GOVT, VGIT, USMV, TLH 13F-HR 8/3/2020, 04:59 PM
Q1 2020 23 $27.8M +$2.06M -$10.7M -$8.65M VGIT, QQQ, GOVT, IVV, USMV 13F-HR 4/21/2020, 04:21 PM
Q4 2019 34 $39.7M $0 $0 VGIT, IVV, QQQ, GOVT, VYM 13F-HR 1/31/2020, 05:16 PM