LJI Wealth Management, LLC
Top Portfolio Positions
93 positions ·
$122,790,796 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
59,885 | $15,198,214 | 12.38% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
26,231 | $15,140,008 | 12.33% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
25,463 | $7,490,196 | 6.10% | |
| LLY |
ELI LILLY & Co
Healthcare
|
6,681 | $6,144,983 | 5.00% | |
| SPY |
Spdr S&P 500 ETF Trust
|
9,256 | $6,019,547 | 4.90% | |
| NVDA |
Nvidia Corp
Technology
|
32,342 | $5,640,444 | 4.59% | |
| PLTR |
Palantir Technologies Inc.
Technology
|
37,823 | $5,532,748 | 4.51% | |
| MSFT |
Microsoft Corp
Technology
|
8,913 | $3,299,325 | 2.69% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
14,922 | $3,107,804 | 2.53% | |
| META |
Meta Platforms, Inc.
Communication Services
|
4,726 | $2,703,886 | 2.20% |
Portfolio Trend
Holdings in SGMO
Shares Held
Position Value (USD)
14 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,865 | 19,460 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $8,173 | 19,460 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $13,038 | 19,460 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $10,670 | 19,760 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $15,681 | 23,760 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $24,745 | 24,260 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $22,672 | 26,060 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $13,017 | 36,160 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $26,974 | 40,260 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $23,846 | 44,160 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $25,536 | 42,560 | Shares | Sole | 2024-02-02 | |
| 2023-06-30 | $65,143 | 50,110 | Shares | Sole | 2024-02-02 | |
| 2023-03-31 | $68,833 | 39,110 | Shares | Sole | 2024-02-02 | |
| 2022-12-31 | $162,055 | 51,610 | Shares | Sole | 2024-01-02 | |
| No 13F history on record for this holder in this stock. | ||||||