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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 : 5     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
   (LQD)1 Year Chart         LQD iShares Trust Goldman Sachs 85 Closed $107.19 $0 0 0% -1,404,000 -12,692 0    Closed - End Fund - E...
   (PPA)1 Year Chart         PPA Invesco Aerospace & Defense... 84 Closed $105.04 $0 0 0% -1,711,000 -18,561 0    Closed - End Fund - Debt
   (TXN)1 Year Chart         TXN Texas Instruments Inc 88 Closed $195.02 $0 0 0% -302,000 -1,770 0    Semiconductor- Broad...
   (GE)1 Year Chart         GE General Electric Co 87 Closed $159.89 $0 0 0% -279,000 -2,188 0    Conglomerates
   (HDV)1 Year Chart         HDV Ishares High Dividend Equit... 86 Closed $111.68 $0 0 0% -1,823,000 -17,873 0    N/A

      5 Records Found
  1    
Page 1 of 1
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