WJ Financial Advisors LLC
Top Portfolio Positions
76 positions ·
$79,139,466 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| GLD |
Spdr Gold Trust
|
16,620 | $7,151,419 | 9.04% | |
| AAPL |
Apple Inc.
Technology
|
21,596 | $5,480,848 | 6.93% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
9,891 | $4,739,767 | 5.99% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
20,269 | $4,221,424 | 5.33% | |
| SPY |
Spdr S&P 500 ETF Trust
|
6,080 | $3,954,067 | 5.00% | |
| CLM |
Cornerstone Strategic Investment Fund, Inc.
Financial Services
|
444,915 | $3,238,981 | 4.09% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
2,401 | $2,392,428 | 3.02% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
7,517 | $2,211,200 | 2.79% | |
| MDB |
MongoDB, Inc.
Technology
|
7,420 | $1,816,193 | 2.29% | |
| SO |
Southern Co
Utilities
|
18,129 | $1,749,811 | 2.21% |
Portfolio Trend
3 quarters · across all stocks
Holdings in SLRC
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $298,950 | 20,891 | Shares | Defined | 2026-05-04 | |
| 2025-12-31 | $268,864 | 17,391 | Shares | Defined | 2026-02-02 | |
| No 13F history on record for this holder in this stock. | ||||||