Pricing

4J WEALTH MANAGEMENT LLC

0 followers ยท
ALEXANDRIA VA Investment Advisor
13F Summary

Subscription Required

Equal-WT
WhaleScore 2.0 ?

85

S&P 500
WhaleScore ?

Subscription Required

Equal-WT
WhaleScore 1.0 ?

4J Wealth Management is based out of Alexandria. 4J Wealth Management is a large advisory firm with 220 clients and discretionary assets under management (AUM) of $190,805,063 (Form ADV from 2023-09-05). Their last reported 13F filing for Q4 2023 included $109,486,685 in managed 13F securities and a top 10 holdings concentration of 50.91%. 4J Wealth Management's largest holding is iShares Core S&P 500 ETF-iShares Core S&P 500 ETF with shares held of 24,914. Whalewisdom has at least 14 13F filings

2023-12-31

Top Buys (13F)

2023-12-31

Top Sells (13F)

2023-12-31

13F Holdings Summary

Name $ Change
IVV iShares Core S&P 500 10.87%
DGRO iShares Core Dividen 10.06%
GOVT iShares U.S. Treasur 5.11%
TCAF T. Rowe Price Capita 4.88%
BRK.B Berkshire Hathaway I 4.77%

2023-12-31

13F Activity

Market Value $109m, Prior: $100m
New Purchases 7 stocks
Added To 21 stocks
Sold out of 7 stocks
Reduced holdings in 41 stocks
Top 10 Holdings % 50.91%
Turnover %[1] 16.67%
Turnover Alt %[2] 8.04%
Time Held Top 20 7.6 quarters
Time Held Top 10 6.5 quarters
Time Held All 7.83 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

2023-12-31

13F Sector Allocation Over Time

2023-12-31

Analysis

Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31

Portfolio Performance