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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

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 7     View All Holdings Currently Viewing:  Closed 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
   (TSLA)1 Year Chart         TSLA Tesla Motors Inc 75 Closed $177.81 $0 0 0% -267,000 -1,074 0    Auto Manufacturers
   (MOAT)1 Year Chart         MOAT VANECK VECTORS ETF TR 74 Closed $53.88 $0 0 0% -1,924,000 -22,675 0    N/A
   (SNPS)1 Year Chart         SNPS Synopsys Inc 73 Closed $549.61 $0 0 0% -409,000 -794 0    Technical & System So...
   (USFR)1 Year Chart         USFR Wisdomtree Bloomberg Floati... 72 Closed $50.39 $0 0 0% -461,000 -9,168 0    N/A
   (GE)1 Year Chart         GE General Electric Co 78 Closed $168.78 $0 0 0% -383,000 -2,997 0    Conglomerates
   (HON)1 Year Chart         HON Honeywell International Inc 77 Closed $196.85 $0 0 0% -757,000 -3,610 0    Conglomerates
   (GD)1 Year Chart         GD General Dynamics Corp 76 Closed $293.37 $0 0 0% -565,000 -2,176 0    Aerospace/Defense - M...

      7 Records Found
  1    
Page 1 of 1
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