Wj Interests, LLC

CIK Number: 0001727642

233.77M
Market Value
23
# of Holdings
6 months
Avg. Holding Period
Win Rate
Peformance 3-Years

Filing Date: Apr 21, 2025

Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight Asset Type
1 VT Vanguard Total ...
133.44
+0.04% 355.82K +10.30% 41.26M 91.66 19.19% Share
2 RSSB Tidal Trust II ...
27.00
+0.17% 1.65M +19.37% 38.63M 22.32 17.96% Share
3 NTSI WisdomTree Inte...
42.13
-0.35% 747.92K +5.51% 28.41M 31.11 13.21% Share
4 NTSX WisdomTree U.S....
51.78
+0.52% 603.93K -26.69% 27.36M 33.54 12.73% Share
5 AVEM Avantis Emergin...
71.67
+0.61% 293.25K -0.2% 17.64M 51.75 8.21% Share
6 AVUV Avantis U.S. Sm...
95.60
+0.39% 183.43K +1.66% 15.99M 82.51 7.44% Share
7 AVLV Avantis U.S. La...
70.61
+0.01% 244.94K +11.18% 15.97M 54.78 7.43% Share
8 ROMO Strategy Shares...
32.82
-0.23% 450.12K -1.8% 13.71M 25.85 6.38% Share
9 MINT PIMCO Enhanced ...
100.49
+0.01% 42.03K +120.72% 4.23M 100.52 1.97% Share
10 RFIX Simplify Downsi...
42.34
+0.67% 76.16K +6.87% 4.07M 52.92 1.89% Share
11 RSST Return Stacked ...
24.21
-0.16% 128.84K +39.45% 2.85M 23.59 1.32% Share
12 JPM JPMorgan Chase ...
291.42
+0.32% 3.5K 0.00% 858.06K 205.45 0.40% Share
13 STEL Stellar Bancorp...
29.53
+0.66% 27.5K +100.00% 760.67K 27.66 0.35% Share
14 VHT Vanguard Health...
252.06
-0.19% 1.69K 0.00% 447.39K 264.75 0.21% Share
15 IBM International B...
239.50
-0.09% 1.7K +100.00% 422.72K 248.66 0.20% Share
16 WMT Walmart Inc.
100.68
+0.68% 4.8K +100.00% 421.39K 87.79 0.20% Share
17 MSFT Microsoft Corpo...
516.95
-0.62% 1.11K +11.84% 418.56K 285.31 0.19% Share
18 BRK-B Berkshire Hatha...
478.53
+0.28% 604 +100.00% 321.91K 532.58 0.15% Share
19 SCYB Schwab High Yie...
26.43
-0.06% 11.21K +100.00% 292.82K 26.11 0.14% Share
20 BNL Broadstone Net ...
16.62
-0.95% 15.86K +100.00% 270.32K 17.04 0.13% Share
21 GLD SPDR Gold Share...
306.94
-0.16% 875 0.00% 252.12K 243.06 0.12% Share
22 ZION Zions Bancorpor...
53.27
+1.14% 4.44K 0.00% 221.33K 47.22 0.10% Share
23 MSTR MicroStrategy I...
363.58
-0.75% 750 +100.00% 216.2K 288.27 0.10% Share