LJI Wealth Management, LLC

13F Filings History

Latest 13F report
Q3 2024 - Nov 6, 2024
Value $
$489M
Signature - Title
Bradley H. Owens - Chief Compliance Officer
Location
Indianapolis, IN
Summary
This page shows a list of all the recent 13F filings made by LJI Wealth Management, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. LJI Wealth Management, LLC reported 193 stock holdings with total value $489M as of Q3 2024. Top holdings included ITOT, SLQD, ONEQ, IWM, and FLOT.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 193 $489M +$20.5M -$4.65M +$15.9M ITOT, SLQD, ONEQ, IWM, FLOT 13F-HR 11/6/2024, 04:38 PM
Q2 2024 185 $452M +$68.2M -$10.9M +$57.2M ITOT, SLQD, ONEQ, IWM, FLOT 13F-HR 8/12/2024, 04:31 PM
Q1 2024 152 $387M +$13.9M -$37.2M -$23.2M ITOT, SLQD, ONEQ, IWM, FLOT 13F-HR 5/15/2024, 01:32 PM
Q4 2023 169 $386M +$19.3M -$15M +$4.35M ITOT, SLQD, ONEQ, FLOT, IWM 13F-HR 2/13/2024, 01:14 PM
Q3 2023 161 $347M +$16.8M -$2.45M +$14.3M ITOT, SLQD, ONEQ, FLOT, IWM 13F-HR 2/2/2024, 11:04 AM
Q2 2023 178 $238M +$7.9M -$6.42M +$1.48M SLQD, ONEQ, FLOT, AAPL, IWM 13F-HR 2/2/2024, 11:02 AM
Q1 2023 158 $317M +$26.2M -$7.13M +$19.1M ITOT, SLQD, ONEQ, FLOT, IWM 13F-HR 2/2/2024, 11:01 AM
Q4 2022 149 $285M $0 $0 ITOT, SLQD, FLOT, ONEQ, IWM 13F-HR 1/2/2024, 09:48 AM