Wj Interests, LLC
CIK Number: 0001727642
215.02M
Market Value
16
# of Holdings
6 months
Avg. Holding Period
27.27%
Win Rate
27.46%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | NTSX | WisdomTree U.S.... | 48.35 | +0.27% | 823.83K | -3.29% | 38.46M | 33.54 | 18.56% |
| 2 | VT | Vanguard Total ... | 126.20 | +0.45% | 322.58K | +9.33% | 37.9M | 89.15 | 18.28% |
| 3 | RSSB | Tidal Trust II ... | 25.23 | +0.38% | 1.38M | +6.55% | 32.1M | 22.11 | 15.49% |
| 4 | NTSI | WisdomTree Inte... | 40.85 | +0.29% | 708.87K | -0.03% | 24.9M | 30.73 | 12.01% |
| 5 | AVUV | Avantis U.S. Sm... | 90.97 | +0.62% | 180.43K | -0.55% | 17.42M | 82.44 | 8.40% |
| 6 | AVEM | Avantis Emergin... | 67.60 | +0.75% | 293.83K | +3.75% | 17.27M | 51.75 | 8.33% |
| 7 | AVLV | Avantis U.S. La... | 67.28 | +0.56% | 220.3K | +5.40% | 14.71M | 53.62 | 7.10% |
| 8 | ROMO | Strategy Shares... | 31.48 | +0.12% | 458.38K | -2.05% | 14.49M | 25.85 | 6.99% |
| 9 | RFIX | Simplify Downsi... | 48.34 | +1.28% | 71.27K | +100.00% | 3.77M | 52.88 | 1.82% |
| 10 | RSST | Return Stacked ... | 22.44 | +0.27% | 92.39K | +154.41% | 2.21M | 24.18 | 1.07% |
| 11 | MINT | PIMCO Enhanced ... | 100.28 | 0.00% | 19.04K | -68.33% | 1.91M | 100.39 | 0.92% |
| 12 | JPM | JPMorgan Chase ... | 268.38 | +0.61% | 3.5K | 0.00% | 838.51K | 205.45 | 0.40% |
| 13 | VHT | Vanguard Health... | 250.03 | +1.08% | 1.69K | 0.00% | 428.74K | 264.75 | 0.21% |
| 14 | MSFT | Microsoft Corpo... | 470.70 | -0.43% | 997 | -10.58% | 420.24K | 274.65 | 0.20% |
| 15 | ZION | Zions Bancorpor... | 49.77 | +0.95% | 4.44K | 0.00% | 240.82K | 47.22 | 0.12% |
| 16 | GLD | SPDR Gold Share... | 306.69 | +0.02% | 875 | 0.00% | 211.86K | 243.06 | 0.10% |