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  Name: 4J Wealth Management LLC
  City: ALEXANDRIA
  State: VA
  Zip: 23454
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $115,856,000
  Total Value Change : $6,371,000
  Securities Held Change : 3
   
All Securities Held : 87
  New Positions : 8
  Closed Positions : 5
  Increased Positions : 25
  Unchanged Positions : 14
  Decreased Positions : 40

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Holdings Found : 14     View All Holdings Currently Viewing:  Unchanged Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (NOC)1 Year Chart         NOC Northrop Grumman Corp 16 - $427.15 $1,821,000 3,804 1.57% 40,000 0 0.002    Aerospace/Defense - M...
   (ANET)1 Year Chart         ANET Arista Networks, Inc. 28 - $311.33 $888,000 3,063 0.77% 167,000 0 0.001    Diversified Computer ...
   (QUAL)1 Year Chart         QUAL Ishares Msci Usa Quality Fa... 35 - $0.00 $700,000 4,257 0.6% 74,000 0 0    N/A
   (USMV)1 Year Chart         USMV iShares MSCI USA Minimum Vo... 37 - $0.00 $628,000 7,517 0.54% 41,000 0 0    N/A
   (GLD)1 Year Chart         GLD streetTRACKS Gold Trust 50 - $214.72 $451,000 2,190 0.39% 32,000 0 0.001    Closed - End Fund - E...
   (XRAY)1 Year Chart         XRAY DENTSPLY International 53 - $27.05 $389,000 11,714 0.34% -28,000 0 0.005    Medical Instruments &...
   (UNH)1 Year Chart         UNH Unitedhealth Group Inc 59 - $493.07 $340,000 688 0.29% -22,000 0 0    Health Care Plans
   (AXP)1 Year Chart         AXP American Express Co 65 - $224.04 $291,000 1,278 0.25% 52,000 0 0    Credit Services
   (PCAR)1 Year Chart         PCAR Paccar Inc 72 - $106.11 $260,000 2,100 0.22% 55,000 0 0    Trucks & Other Vehicles
   (JPM)1 Year Chart         JPM JP Morgan Chase & Co 75 - $191.53 $251,000 1,252 0.22% 38,000 0 0    Domestic Money Center...
   (ABBV)1 Year Chart         ABBV Abbvie Inc. 76 - $166.09 $247,000 1,358 0.21% 37,000 0 0    Drug Manufacturers - ...
   (LII)1 Year Chart         LII Lennox International Inc 77 - $467.14 $245,000 501 0.21% 21,000 0 0.001    Appliances
   (BJUL)1 Year Chart         BJUL Innovator S&p 500 Buffer Et... 78 - $0.00 $232,000 5,750 0.2% 16,000 0 0.064    N/A
   (CVX)1 Year Chart         CVX Chevron Corp 79 - $154.22 $231,000 1,462 0.2% 13,000 0 0    Integrated Oil & Gas

      14 Records Found
  1    
Page 1 of 1
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