WJ Wealth Management, LLC
Top Portfolio Positions
19 positions ·
$36,096,561 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| GLTR |
abrdn Precious Metals Basket ETF Trust
|
38,794 | $8,485,023 | 23.51% | |
| NVDA |
Nvidia Corp
Technology
|
46,712 | $8,146,572 | 22.57% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
14,080 | $8,126,694 | 22.51% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
10,374 | $2,160,592 | 5.99% | |
| MSFT |
Microsoft Corp
Technology
|
3,644 | $1,348,899 | 3.74% | |
| AAPL |
Apple Inc.
Technology
|
5,049 | $1,281,385 | 3.55% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
2,816 | $951,667 | 2.64% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
751 | $748,318 | 2.07% | |
| AVGO |
Broadcom Inc.
Technology
|
2,225 | $688,659 | 1.91% | |
| LLY |
ELI LILLY & Co
Healthcare
|
605 | $556,460 | 1.54% |
Portfolio Trend
25 quarters · across all stocks
Holdings in GLTR
Shares Held
Position Value (USD)
4 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,485,023 | 38,794 | Shares | Sole | 2026-04-29 | |
| 2025-12-31 | $9,751,402 | 47,429 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $7,448,559 | 45,020 | Shares | Sole | 2025-11-25 | |
| 2025-06-30 | $6,947,287 | 50,288 | Shares | Sole | 2025-07-28 | |
| No 13F history on record for this holder in this stock. | ||||||