BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
Portfolio (Quarterly) Guide ↗

4J Wealth Management LLC

· CIK 0001840775
13F Portfolio $204M AUM 111 positions Filed Jul 22, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 21 New 27 Added 48 Reduced 8 Exited
Page 3 of 3  ·  48 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 ATO ATMOS ENERGY CORP Utilities 1,593.0 $274K 0.14% -80.0 -4.8% $172.27 -1.8%
42 LII LENNOX INTL INC Industrials 471.0 $270K 0.13% -30.0 -6.0% $572.95 -32.6%
43 GOVT ISHARES TR 11,815.0 $269K 0.13% -2K -16.8% $22.78 -1.9%
44 ITOT ISHARES TR 1,525.0 $251K 0.12% -384.0 -20.1% $164.27 +3.0%
45 LLY ELI LILLY & CO Healthcare 194.0 $233K 0.11% -28.0 -12.6% $1199.43 -3.3%
46 MCD MCDONALDS CORP Consumer Cyclical 848.0 $229K 0.11% -664.0 -43.9% $270.47 -4.0%
47 UNH UNITEDHEALTH GROUP INC Healthcare 519.0 $216K 0.11% -219.0 -29.7% $415.86 -3.6%
48 IJR ISHARES TR 1,408.0 $209K 0.10% -452.0 -24.3% $148.34 -2.4%
Page 3 of 3  ·  48 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 38.5%
Financial Services 18.5%
Consumer Cyclical 13.8%
Industrials 10.4%
Communication Services 5.8%
Energy 4.5%
Utilities 3.7%
Healthcare 3.4%
Consumer Defensive 1.4%