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  Name: WJ Wealth Management LLC
  City: Glendale
  State: AZ
  Zip: 85308
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $251,330,000
  Total Value Change : $21,279,000
  Securities Held Change : 0
   
All Securities Held : 71
  New Positions : 7
  Closed Positions : 7
  Increased Positions : 21
  Unchanged Positions : 13
  Decreased Positions : 30

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Holdings Found : 7     View All Holdings Currently Viewing:  New 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
   (BSCS)1 Year Chart         BSCS Invesco Bulletshares 2028 C... 16 New $0.00 $4,871,000 242,725 1.94% 4,871,000 242,725 0.27    N/A
   (IUSB)1 Year Chart         IUSB Ishares Core Total Usd Bond... 22 New $0.00 $3,339,000 73,245 1.33% 3,339,000 73,245 0.003    N/A
   (JMEE)1 Year Chart         JMEE Jpmorgan Market Expansion E... 24 New $0.00 $2,787,000 47,612 1.11% 2,787,000 47,612 0.053    N/A
   (CRWD)1 Year Chart         CRWD Crowdstrike Holdings, Inc. 54 New $312.55 $517,000 1,612 0.21% 517,000 1,612 0.001    N/A
   (IBMP)1 Year Chart         IBMP Ishares Ibonds Dec 2027 Ter... 56 New $0.00 $476,000 18,900 0.19% 476,000 18,900 0.021    N/A
   (ANET)1 Year Chart         ANET Arista Networks, Inc. 61 New $273.99 $439,000 1,514 0.17% 439,000 1,514 0    Diversified Computer ...
   (AVGO)1 Year Chart         AVGO Broadcom Limited 69 New $1,303.11 $249,000 188 0.1% 249,000 188 0    Semiconductor- Broad...

      7 Records Found
  1    
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