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Bradley H. Owens

@Lji Wealth Management, Llc

Latest period2024 - Q4ReportedManaged Assets$507.762MTotal holdings180
Assets growth rate3.77%Assets growth rate (2-Q avg)5.96%Continuous growth in asset value8 quarters

Portfolio positions

This chart displays the top 10 holdings in Lji Wealth Management, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 180 positions.

Assets under management

The assets under management (AUM) of Lji Wealth Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 8 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 507.762M in assets, with a quarterly growth rate of 3.77% and a 2-quarter average growth rate of 5.96%. The portfolio is managed by Bradley H. Owens, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
ITOT
Ishares Tr
Recent Activity
Increased 7.81%
24.94%
$126.613M
984,394 shares@ $128.63 avg price
SLQD
Ishares Tr
Recent Activity
Increased 20.63%
10.53%
$53.45M
1.075M shares@ $49.75 avg price
VTI
Vanguard Index Fds
Recent Activity
Increased 130.05%
6.66%
$33.786M
116,579 shares@ $289.82 avg price
ONEQ
Fidelity Comwlth Tr
Recent Activity
Decreased -15.39%
4.78%
$24.248M
318,797 shares@ $76.07 avg price
IWM
Ishares Tr
Recent Activity
Decreased -5.72%
4.19%
$21.226M
96,064 shares@ $220.96 avg price
FLOT
Ishares Tr
Recent Activity
Decreased -1.17%
3.38%
$17.128M
336,631 shares@ $50.88 avg price
AAPL
Apple Inc
Recent Activity
Decreased -3.43%
3.28%
$16.65M
66,488 shares@ $250.42 avg price
YYY
Amplify Etf Tr
Recent Activity
Increased 12.45%
2.81%
$14.255M
1.237M shares@ $11.52 avg price
QQQ
Invesco Qqq Tr
Recent Activity
Decreased -7.86%
2.73%
$13.857M
27,106 shares@ $511.23 avg price
IWR
Ishares Tr
Recent Activity
Decreased -4.4%
2.58%
$13.056M
147,690 shares@ $88.4 avg price

1-10 of 180