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Portfolio (Quarterly) Guide ↗

WJ Financial Advisors LLC

· CIK 0002095682
13F Portfolio $112M AUM 115 positions Filed Feb 2, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 11 New 35 Added 35 Reduced 4 Exited
Page 4 of 6  ·  115 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 BAC BANK AMERICA CORP Financial Services 11,154.0 $613K 0.55% +2K +17.0% $55.00 -9.5%
62 SNPS SYNOPSYS INC Technology 1,283.0 $603K 0.54% -18.0 -1.4% $469.72 +8.6%
63 AGNC AGNC INVT CORP Real Estate 55,013.0 $590K 0.53% -16K -22.1% $10.72 -3.5%
64 XLV SELECT SECTOR SPDR TR 3,552.0 $550K 0.49% -133.0 -3.6% $154.78 -6.3%
65 ABBV ABBVIE INC Healthcare 2,405.0 $550K 0.49% $228.49 -7.9%
66 EPD ENTERPRISE PRODS PARTNERS L Energy 16,927.0 $543K 0.48% $32.06 +22.4%
67 HON HONEYWELL INTL INC Industrials 2,729.0 $532K 0.47% NEW $195.09 +11.6%
68 GEV GE VERNOVA INC Utilities 785.0 $513K 0.46% $653.57 +66.9%
69 EWW ISHARES INC 7,116.0 $493K 0.44% -242.0 -3.3% $69.33 +11.4%
70 KVUE KENVUE INC Consumer Defensive 28,591.0 $493K 0.44% +7K +33.1% $17.25 -0.3%
71 IVV ISHARES TR 659.0 $451K 0.40% -5.0 -0.8% $684.94 +8.4%
72 IBM INTERNATIONAL BUSINESS MACHS Technology 1,489.0 $441K 0.39% +120.0 +8.8% $296.21 -26.3%
73 TRGP TARGA RES CORP Energy 2,358.0 $435K 0.39% $184.50 +45.0%
74 VTI VANGUARD INDEX FDS 1,297.0 $435K 0.39% $335.27 +8.2%
75 IWV ISHARES TR 1,124.0 $435K 0.39% -7.0 -0.6% $386.85 +8.1%
76 XOM EXXON MOBIL CORP Energy 3,435.0 $413K 0.37% $120.34 +27.0%
77 CAVA CAVA GROUP INC Consumer Cyclical 7,022.0 $412K 0.37% -207.0 -2.9% $58.69 +31.0%
78 RTX RTX CORPORATION Industrials 2,233.0 $410K 0.36% $183.40 -4.2%
79 EWA ISHARES INC 14,770.0 $387K 0.34% +990.0 +7.2% $26.19 +9.7%
80 CEF SPROTT ASSET MANAGEMENT LP Financial Services 7,800.0 $357K 0.32% $45.80 +4.5%
Page 4 of 6  ·  115 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 35.1%
Technology 18.1%
Consumer Defensive 8.6%
Consumer Cyclical 7.2%
Healthcare 6.1%
Communication Services 5.8%
Utilities 5.7%
Energy 5.2%
Industrials 4.8%
Real Estate 2.0%