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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

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 6     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
   (TFLR)1 Year Chart         TFLR T Rowe Price Floating Rate Etf 6 New $0.00 $5,453,000 105,553 4.71% 5,453,000 105,553 1.173    N/A
   (BUFB)1 Year Chart         BUFB Innovator Laddered Allocati... 9 New $0.00 $3,428,000 116,670 2.96% 3,428,000 116,670 0.13    N/A
   (QFLR)1 Year Chart         QFLR Innovator Nasdaq-100 Manage... 43 New $0.00 $549,000 21,055 0.47% 549,000 21,055 0.234    N/A
   (IBDV)1 Year Chart         IBDV Ishares Ibonds Dec 2030 Ter... 62 New $0.00 $300,000 14,038 0.26% 300,000 14,038 0.016    N/A
   (CI)1 Year Chart         CI Cigna Corporation 80 New $338.71 $226,000 623 0.2% 226,000 623 0    Health Care Plans
   (HII)1 Year Chart         HII Huntington Ingalls Industri... 83 New $255.60 $217,000 744 0.19% 217,000 744 0.002    Aerospace/Defense Pro...

      6 Records Found
  1    
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