StockDriftsStockDriftsTop 50 4J Wealth Management LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 12.86% | 34.6K | $22.6M | -9.57%(-3.66K) | $449.83(+65.78%) | 2026-03-31 | |
| TOUS | T ROWE PRICE ETF INC | 9.57% | 487.6K | $16.8M | -1.98%(-9.86K) | $30.20(+23.39%) | 2026-03-31 | |
| DYNF | BLACKROCK ETF TRUST | 7.27% | 219.9K | $12.8M | +50.73%(+74.01K) | $56.75(+17.07%) | 2026-03-31 | |
| TCAF | T ROWE PRICE ETF INC | 5.47% | 270.3K | $9.6M | -3.31%(-9.26K) | $28.42(+41.46%) | 2026-03-31 | |
| TFLR | T ROWE PRICE ETF INC | 4.05% | 141.4K | $7.1M | -5.26%(-7.86K) | $51.55(-1.18%) | 2026-03-31 | |
| TTEQ | T ROWE PRICE ETF INC | 3.99% | 232.2K | $7.0M | +26.39%(+48.48K) | $28.71(+44.35%) | 2026-03-31 | |
| IEI | ISHARES TR | 3.9% | 57.8K | $6.9M | +7.00%(+3.78K) | $118.26(-0.57%) | 2026-03-31 | |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 3.66% | 13.4K | $6.4M | -0.38%(-51) | $227.30(+113.60%) | 2026-03-31 | |
| NVDA | NVIDIA CORPORATION | 2.87% | 29.0K | $5.1M | -1.27%(-374) | $31.19(+624.01%) | 2026-03-31 | |
| IDYN | BLACKROCK ETF TRUST | 2.6% | 159.1K | $4.6M | new | $191.33(-83.77%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +13.47% | +46.08% |
| Top 20 Holdings Unweighted | +15.70% | +54.86% |
Sign up free to track 4J Wealth Management LLC, compare funds side by side, and get alerts the moment positions change.