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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 5 of 6  ·  111 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 BJUL INNOVATOR ETFS TRUST 5,750.0 $312K 0.15% $54.31 +1.6%
82 NFLX NETFLIX INC. Communication Services 4,080.0 $291K 0.14% $71.40 +13.2%
83 IJH ISHARES TR 3,752.0 $289K 0.14% -487.0 -11.5% $77.11 -3.3%
84 UAUG INNOVATOR ETFS TRUST 6,850.0 $288K 0.14% $42.08 +1.8%
85 VLUE ISHARES TR 1,428.0 $285K 0.14% NEW $199.81 -0.1%
86 CSCO CISCO SYS INC Technology 2,375.0 $279K 0.14% NEW $117.44 -6.6%
87 T ROWE PRICE EXCHANGE-TRADED 10,975.0 $276K 0.14% NEW $25.17
88 IEF ISHARES TR 2,912.0 $275K 0.14% -136.0 -4.5% $94.55 -2.6%
89 ATO ATMOS ENERGY CORP Utilities 1,593.0 $274K 0.14% -80.0 -4.8% $172.27 -2.7%
90 LII LENNOX INTL INC Industrials 471.0 $270K 0.13% -30.0 -6.0% $572.95 -34.2%
91 GOVT ISHARES TR 11,815.0 $269K 0.13% -2K -16.8% $22.78 -2.0%
92 CVX CHEVRON CORPORATION Energy 1,577.0 $261K 0.13% +15.0 +1.0% $165.76 +27.3%
93 IGSB ISHARES TR 4,949.0 $259K 0.13% +240.0 +5.1% $52.41 -1.2%
94 ITOT ISHARES TR 1,525.0 $251K 0.12% -384.0 -20.1% $164.27 +1.4%
95 BALT INNOVATOR ETFS TRUST 7,036.0 $241K 0.12% $34.27 +1.3%
96 AZN ASTRAZENECA PLC Healthcare 1,236.0 $234K 0.12% NEW $189.62 -14.3%
97 LLY ELI LILLY & CO Healthcare 194.0 $233K 0.11% -28.0 -12.6% $1199.43 -3.3%
98 BSCQ INVESCO EXCH TRD SLF IDX FD 11,860.0 $232K 0.11% NEW $19.52 -0.0%
99 BSCR INVESCO EXCH TRD SLF IDX FD 11,740.0 $230K 0.11% NEW $19.61 -0.1%
100 MCD MCDONALDS CORP Consumer Cyclical 848.0 $229K 0.11% -664.0 -43.9% $270.47 -3.5%
Page 5 of 6  ·  111 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%