4J Wealth Management LLC

Q4 2024 13F Holdings

  • Location
    alexandria, VA
  • Num holdings

    84

  • Value ($000)

    $123,522

  • Date Filed
    01/23/2025
  • Form type
    13F-HR
  • CIK
    0001840775
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
IVV
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$19.96M
16 %

33,903

DGRO
DGRO

ISHARES TR

CORE DIV GRWTH
46434V621
$10.49M
9 %

170,960

TCAF
TCAF

T ROWE PRICE ETF INC

CAP APPRECIATION
87283Q867
$8.22M
7 %

247,167

TFLR
TFLR

T ROWE PRICE ETF INC

FLOATING RATE
87283Q883
$7.59M
6 %

146,938

BRK.B
BRK.B

BERKSHIRE HATHAWAY INC DEL

CL B NEW
084670702
$6.28M
5 %

13,845

NVDA
NVDA

NVIDIA CORPORATION

COM
67066G104
$5.69M
5 %

42,406

BUFB
BUFB

INNOVATOR ETFS TRUST

LADDERED ALC BFR
45783Y756
$4.50M
4 %

139,263

AAPL
AAPL

APPLE INC

COM
037833100
$4.07M
3 %

16,266

IEI
IEI

ISHARES TR

3 7 YR TREAS BD
464288661
$3.70M
3 %

31,985

AMZN
AMZN

AMAZON COM INC

COM
023135106
$2.74M
2 %

12,499

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