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Portfolio (Quarterly) Guide ↗

WJ Financial Advisors LLC

· CIK 0002095682
13F Portfolio $103M AUM Filed Nov 6, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 108 New
Page 2 of 6  ·  108 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 XLU SELECT SECTOR SPDR TR 14,677.0 $1.3M 1.24% NEW $87.21 -49.5%
22 CLM CORNERSTONE STRATEGIC INVEST Financial Services 150,899.0 $1.2M 1.21% NEW $8.28 -9.7%
23 MDY SPDR S&P MIDCAP 400 ETF TR Financial Services 2,086.0 $1.2M 1.21% NEW $596.03 +10.7%
24 JNJ JOHNSON & JOHNSON Healthcare 6,286.0 $1.2M 1.13% NEW $185.41 +21.8%
25 COHEN & STEERS LTD DURATION 52,714.0 $1.1M 1.11% NEW $21.67
26 AES AES CORP Utilities 84,010.0 $1.1M 1.07% NEW $13.16 +10.3%
27 TYG TORTOISE ENERGY INFRA CORP Financial Services 24,001.0 $1.0M 1.00% NEW $43.09 +9.0%
28 XLK SELECT SECTOR SPDR TR 3,658.0 $1.0M 1.00% NEW $281.85 -37.2%
29 KMI KINDER MORGAN INC DEL Energy 35,595.0 $1.0M 0.98% NEW $28.31 +17.9%
30 SANDSTORM GOLD LTD 79,869.0 $1000K 0.97% NEW $12.52
31 SCHE SCHWAB STRATEGIC TR 29,809.0 $995K 0.96% NEW $33.37 +6.6%
32 VCIT VANGUARD SCOTTSDALE FDS 11,317.0 $952K 0.92% NEW $84.11 -2.4%
33 SLV ISHARES SILVER TR Financial Services 21,309.0 $903K 0.88% NEW $42.37 +66.3%
34 BLK BLACKROCK INC Financial Services 750.0 $874K 0.85% NEW $1165.87 -7.2%
35 RVT ROYCE SMALL CAP TRUST INC Financial Services 53,800.0 $868K 0.84% NEW $16.13 +11.1%
36 NFLX NETFLIX INC Communication Services 695.0 $833K 0.81% NEW $1198.92 -92.7%
37 META META PLATFORMS INC Communication Services 1,122.0 $824K 0.80% NEW $734.43 -17.4%
38 SCHZ SCHWAB STRATEGIC TR 34,127.0 $801K 0.78% NEW $23.47 -2.3%
39 VO VANGUARD INDEX FDS 2,588.0 $760K 0.74% NEW $293.74 -74.0%
40 KDP KEURIG DR PEPPER INC Consumer Defensive 29,750.0 $759K 0.74% NEW $25.51 +14.0%
Page 2 of 6  ·  108 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
Financial Services 33.6%
Technology 20.6%
Consumer Defensive 7.9%
Consumer Cyclical 7.5%
Healthcare 6.4%
Utilities 6.3%
Communication Services 6.0%
Energy 5.9%
Industrials 3.8%
Real Estate 1.9%