LJI Wealth Management, LLC Q1 2025 Filing
Filed May 2, 2025
Portfolio Value
$502.2M
Holdings
182
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (182 positions)
| Stock | Value |
|---|---|
ITOTISHARES TR | $126.6M |
SLQDISHARES TR | $55.5M |
VTIVANGUARD INDEX FDS | $31.8M |
ONEQFIDELITY COMWLTH TR | $22.6M |
IWMISHARES TR | $20.7M |
FLOTISHARES TR | $17.9M |
YYY*AMPLIFY ETF TR | $14.6M |
AAPLAPPLE INC | $14.5M |
IWRISHARES TR | $13.7M |
NDQINVESCO QQQ TR | $13.1M |
VTWGVANGUARD SCOTTSDALE FDS | $11.2M |
IVOGVANGUARD ADMIRAL FDS INC | $10.5M |
PDPINVESCO EXCHANGE TRADED FD T | $7.1M |
JPMJPMORGAN CHASE & CO. | $6.8M |
LLYELI LILLY & CO | $5.8M |
SPYSPDR S&P 500 ETF TR | $4.6M |
VTWOVANGUARD SCOTTSDALE FDS | $4.3M |
NVDANVIDIA CORPORATION | $3.6M |
MSFTMICROSOFT CORP | $3.5M |
PLTRPALANTIR TECHNOLOGIES INC | $3.3M |
SUBISHARES TR | $3.1M |
DFATDIMENSIONAL ETF TRUST | $2.9M |
DFACDIMENSIONAL ETF TRUST | $2.9M |
METAMETA PLATFORMS INC | $2.7M |
DFUSDIMENSIONAL ETF TRUST | $2.6M |
AMZNAMAZON COM INC | $2.6M |
SHMSPDR SER TR | $2.4M |
VGITVANGUARD SCOTTSDALE FDS | $2.4M |
AVUVAMERICAN CENTY ETF TR | $2.2M |
BACBANK AMERICA CORP | $2.2M |
ISTBISHARES TR | $2.1M |
DFSVDIMENSIONAL ETF TRUST | $2.1M |
IEMGISHARES INC | $1.9M |
BABOEING CO | $1.9M |
MUBISHARES TR | $1.8M |
SPTMSPDR SER TR | $1.8M |
VGSHVANGUARD SCOTTSDALE FDS | $1.7M |
XLFSELECT SECTOR SPDR TR | $1.7M |
VOOVANGUARD INDEX FDS | $1.6M |
XOMEXXON MOBIL CORP | $1.6M |
IDEVISHARES TR | $1.6M |
WFCWELLS FARGO CO NEW | $1.5M |
DFIVDIMENSIONAL ETF TRUST | $1.5M |
VYMVANGUARD WHITEHALL FDS | $1.3M |
VTEBVANGUARD MUN BD FDS | $1.3M |
DFUVDIMENSIONAL ETF TRUST | $1.2M |
XBISPDR SER TR | $1.2M |
GOOGLALPHABET INC | $1.1M |
JEPIJ P MORGAN EXCHANGE TRADED F | $1.1M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $1.0M |
DFLVDIMENSIONAL ETF TRUST | $1.0M |
JNJJOHNSON & JOHNSON | $1.0M |
COSTCOSTCO WHSL CORP NEW | $916K |
GOOGALPHABET INC | $857K |
UBERUBER TECHNOLOGIES INC | $841K |
IXUSISHARES TR | $839K |
LVLNSPDR SER TR | $813K |
NETCLOUDFLARE INC | $800K |
BNDVANGUARD BD INDEX FDS | $780K |
VOVANGUARD INDEX FDS | $778K |
EXREXTRA SPACE STORAGE INC | $777K |
SNOWSNOWFLAKE INC | $775K |
NFLXNETFLIX INC | $763K |
VUGVANGUARD INDEX FDS | $744K |
ORCLORACLE CORP | $729K |
CVXCHEVRON CORP NEW | $728K |
RSPINVESCO EXCHANGE TRADED FD T | $714K |
DFGRDIMENSIONAL ETF TRUST | $678K |
IVVISHARES TR | $654K |
VHTVANGUARD WORLD FD | $646K |
AVGOBROADCOM INC | $641K |
HDHOME DEPOT INC | $614K |
DFAXDIMENSIONAL ETF TRUST | $612K |
PGFINVESCO EXCHANGE TRADED FD T | $610K |
RFREGIONS FINANCIAL CORP NEW | $596K |
WMTWALMART INC | $589K |
ISRGINTUITIVE SURGICAL INC | $582K |
CTEFEA SERIES TRUST | $556K |
DONSPDR DOW JONES INDL AVERAGE | $525K |
DISVDIMENSIONAL ETF TRUST | $525K |
AQLTISHARES TR | $518K |
DISDISNEY WALT CO | $515K |
HEIHEICO CORP NEW | $508K |
TSLATESLA INC | $506K |
UNPUNION PAC CORP | $505K |
VVISA INC | $495K |
LRCXLAM RESEARCH CORP | $483K |
SDYSPDR SER TR | $477K |
EFAISHARES TR | $468K |
CRMSALESFORCE INC | $464K |
FTECFIDELITY COVINGTON TRUST | $460K |
SLBSCHLUMBERGER LTD | $446K |
PRFINVESCO EXCHANGE TRADED FD T | $445K |
IVEISHARES TR | $441K |
EEMISHARES TR | $440K |
ABBVABBVIE INC | $430K |
SMHVANECK ETF TRUST | $430K |
IWSISHARES TR | $424K |
BACVERIZON COMMUNICATIONS INC | $421K |
DFNMDIMENSIONAL ETF TRUST | $420K |
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