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Name: |
LJI Wealth Management LLC |
City: |
Indianapolis |
State: |
IN |
Zip: |
46220 |
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Holdings
Found :
18 |
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Unchanged Positions |
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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 |
|
CCS |
Century Communities, Inc. |
73 |
- |
$82.84 |
$605,000 |
6,641 |
0.16% |
162,000 |
0 |
0.02 |
N/A |
|
IWS |
iShares Tr Rssll Midcap Valu |
76 |
- |
$122.22 |
$579,000 |
4,980 |
0.15% |
59,000 |
0 |
0.004 |
Closed - End Fund - E... |
|
NVO |
Novo Nordisk A/S (ADR) |
96 |
- |
$126.69 |
$435,000 |
4,208 |
0.11% |
52,000 |
0 |
0 |
Drug Manufacturers - ... |
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FBCG |
Fidelity Blue Chip Growth ETF |
98 |
- |
$0.00 |
$423,000 |
12,695 |
0.11% |
55,000 |
0 |
0.141 |
N/A |
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HEI |
Heico Corp |
100 |
- |
$209.48 |
$417,000 |
2,332 |
0.11% |
39,000 |
0 |
0.004 |
Aerospace/Defense Pro... |
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VIGI |
Vanguard International Divi... |
103 |
- |
$79.96 |
$407,000 |
5,128 |
0.11% |
41,000 |
0 |
0.011 |
N/A |
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ISRG |
Intuitive Surgical Inc |
105 |
- |
$372.63 |
$398,000 |
1,181 |
0.1% |
53,000 |
0 |
0 |
Medical Appliances & ... |
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PRF |
Invesco FTSE RAFI US |
108 |
- |
$36.69 |
$387,000 |
11,000 |
0.1% |
37,000 |
0 |
0.006 |
Closed - End Fund - E... |
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IWD |
iShares Russell 1000 Value |
109 |
- |
$175.05 |
$385,000 |
2,330 |
0.1% |
31,000 |
0 |
0.001 |
Closed - End Fund - E... |
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SMH |
Vaneck Vectors Semiconducto... |
116 |
- |
$208.63 |
$367,000 |
2,098 |
0.1% |
63,000 |
0 |
0.002 |
N/A |
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AVB |
AvalonBay Communities |
118 |
- |
$194.90 |
$359,000 |
1,919 |
0.09% |
29,000 |
0 |
0.001 |
REIT - Housing/Apartm... |
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IVLU |
Ishares Edge Msci Intl Valu... |
127 |
- |
$28.46 |
$334,000 |
12,596 |
0.09% |
15,000 |
0 |
0.005 |
N/A |
|
SPG |
Simon Property Group Inc |
129 |
- |
$147.88 |
$318,000 |
2,231 |
0.08% |
77,000 |
0 |
0.001 |
REIT - Retail |
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LVS |
Las Vegas Sands Corp |
136 |
- |
$46.77 |
$286,000 |
5,816 |
0.07% |
19,000 |
0 |
0.001 |
Gambling/Resorts |
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SRE |
Sempra Energy |
137 |
- |
$71.98 |
$284,000 |
3,798 |
0.07% |
26,000 |
0 |
0.001 |
Electric Utilities |
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OIH |
VANECK Vectors Oil Services... |
144 |
- |
$318.96 |
$251,000 |
810 |
0.07% |
-28,000 |
0 |
0.007 |
Closed - End Fund - E... |
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NIO |
Nio Inc |
159 |
- |
$5.22 |
$202,000 |
22,250 |
0.05% |
1,000 |
0 |
0.002 |
N/A |
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ASXC |
Asensus Surgical Inc |
169 |
- |
$0.25 |
$3,000 |
10,000 |
0% |
0 |
0 |
0.004 |
Application Software |
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