LJI Wealth Management, LLC Q1 2025 Filing

Filed May 2, 2025

Portfolio Value

$502.2B

Holdings

182

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (182 positions)

#StockSharesValue% PortfolioType
101
WYNNWYNN RESORTS LTD
4,950$413.3M0.08%
102
IJSISHARES TR
4,156$405.1M0.08%
103
AMDADVANCED MICRO DEVICES INC
3,866$397.2M0.08%
104
IVLUISHARES TR
13,014$394.5M0.08%
105
VIGIVANGUARD WHITEHALL FDS
4,710$390.6M0.08%
106
FDRRFIDELITY COVINGTON TRUST
7,804$389.8M0.08%
107
HUMAHUMACYTE INC
226,000$385.3M0.08%
108
PGPROCTER AND GAMBLE CO
2,259$385.0M0.08%
109
UNHUNITEDHEALTH GROUP INC
735$384.9M0.08%
110
FBCGFIDELITY COVINGTON TRUST
9,596$383.5M0.08%
111
XLUSELECT SECTOR SPDR TR
4,850$382.4M0.08%
112
CATCATERPILLAR INC
1,140$376.0M0.07%
113
FENYFIDELITY COVINGTON TRUST
14,499$370.4M0.07%
114
SRLNSSGA ACTIVE ETF TR
8,955$368.3M0.07%
115
VRTVERTIV HOLDINGS CO
5,026$362.9M0.07%
116
DYHTARGET CORP
3,462$361.3M0.07%
117
AMEAMETEK INC
2,087$359.3M0.07%
118
ILCGISHARES TR
4,354$352.6M0.07%
119
4I1PHILIP MORRIS INTL INC
2,221$352.5M0.07%
120
IWDISHARES TR
1,850$348.1M0.07%
121
ENVXENOVIX CORPORATION
46,400$340.6M0.07%
122
KLACKLA CORP
499$339.2M0.07%
123
BKLNINVESCO EXCH TRADED FD TR II
16,204$335.4M0.07%
124
XLESELECT SECTOR SPDR TR
3,585$335.0M0.07%
125
VIGVANGUARD SPECIALIZED FUNDS
1,695$328.8M0.07%
126
VBVANGUARD INDEX FDS
1,469$325.9M0.06%
127
ASMLASML HOLDING N V
488$323.3M0.06%
128
CRWDCROWDSTRIKE HLDGS INC
914$322.3M0.06%
129
NVONOVO-NORDISK A S
4,630$321.5M0.06%
130
QQQMINVESCO EXCH TRADED FD TR II
1,643$317.1M0.06%
131
XYZBLOCK INC
5,770$313.5M0.06%
132
SBUXSTARBUCKS CORP
3,174$311.3M0.06%
133
ABTABBOTT LABS
2,343$310.9M0.06%
134
ADBEADOBE INC
802$307.6M0.06%
135
SPGSIMON PPTY GROUP INC NEW
1,849$307.1M0.06%
136
PFEPFIZER INC
11,905$301.7M0.06%
137
HYGISHARES TR
3,719$293.4M0.06%
138
MOALTRIA GROUP INC
4,761$285.8M0.06%
139
IBCPINDEPENDENT BK CORP MICH
9,000$277.1M0.06%
140
IBMINTERNATIONAL BUSINESS MACHS
1,102$274.1M0.05%
141
MIGAMICROSTRATEGY INC
945$272.5M0.05%
142
SRESEMPRA
3,808$271.8M0.05%
143
MAMASTERCARD INCORPORATED
495$271.3M0.05%
144
PFFISHARES TR
8,685$266.9M0.05%
145
TSMTAIWAN SEMICONDUCTOR MFG LTD
1,607$266.8M0.05%
146
DFICDIMENSIONAL ETF TRUST
9,592$266.4M0.05%
147
AVDVAMERICAN CENTY ETF TR
3,778$263.5M0.05%
148
BSVVANGUARD BD INDEX FDS
3,347$262.0M0.05%
149
IWPISHARES TR
2,191$257.4M0.05%
150
AMGNAMGEN INC
824$256.7M0.05%
151
EUFNISHARES TR
9,005$256.6M0.05%
152
INTCINTEL CORP
11,270$255.9M0.05%
153
IJHISHARES TR
4,302$251.0M0.05%
154
SCHFSCHWAB STRATEGIC TR
12,660$250.4M0.05%
155
ELVELEVANCE HEALTH INC
557$242.3M0.05%
156
IVWISHARES TR
2,589$240.3M0.05%
157
XLKSELECT SECTOR SPDR TR
1,157$238.9M0.05%
158
LOWLOWES COS INC
1,020$238.0M0.05%
159
SNPEDBX ETF TR
4,636$233.8M0.05%
160
XERSXERIS BIOPHARMA HOLDINGS INC
42,350$232.5M0.05%
161
FDXFEDEX CORP
930$226.7M0.05%
162
MRKMERCK & CO INC
2,479$222.5M0.04%
163
COFCAPITAL ONE FINL CORP
1,233$221.1M0.04%
164
HBANHUNTINGTON BANCSHARES INC
14,644$219.8M0.04%
165
SCHWSCHWAB CHARLES CORP
2,802$219.3M0.04%
166
DWDMORGAN STANLEY
1,871$218.3M0.04%
167
DWASINVESCO EXCH TRADED FD TR II
2,746$214.1M0.04%
168
VBRVANGUARD INDEX FDS
1,144$213.1M0.04%
169
ECLECOLAB INC
839$212.8M0.04%
170
OIHVANECK ETF TRUST
810$212.3M0.04%
171
VXUSVANGUARD STAR FDS
3,401$211.2M0.04%
172
CSCOCISCO SYS INC
3,364$207.6M0.04%
173
CIBRFIRST TR EXCHANGE TRADED FD
3,267$205.8M0.04%
174
QQQEDIREXION SHS ETF TR
2,321$202.4M0.04%
175
RDWREDWIRE CORPORATION
23,300$193.2M0.04%
176
PCTPURECYCLE TECHNOLOGIES INC
12,500$86.5M0.02%
177
NIONIO INC
22,178$84.5M0.02%
178
RCKTROCKET PHARMACEUTICALS INC
12,000$80.0M0.02%
179
UWMCUWM HOLDINGS CORPORATION
11,900$65.0M0.01%
180
KODKODIAK SCIENCES INC
10,100$28.3M0.01%
181
MSOSADVISORSHARES TR
10,220$26.7M0.01%
182
GBYSANGAMO THERAPEUTICS INC
23,760$15.6M0.00%
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