Holdings
LJI Wealth Management, LLC
As of Jun 30, 2026, LJI Wealth Management, LLC reported 93 positions worth US$125M. Largest: Apple Inc, Eli Lilly And Company and Jp Morgan Chase & Co. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Apple Inc | 59,378 | US$17.2M | −507 | Jun 30, 2026 |
| Eli Lilly And Company | 7,026 | US$8.43M | +345 | Jun 30, 2026 |
| Jp Morgan Chase & Co. | 25,675 | US$8.4M | +212 | Jun 30, 2026 |
| Nvidia Corporation | 35,790 | US$7.16M | +3,448 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 15,966 | US$5.71M | +2,929 | Jun 30, 2026 |
| Palantir Technologies Inc. | 38,498 | US$4.49M | +675 | Jun 30, 2026 |
| Amazon.com, Inc. | 15,658 | US$3.73M | +736 | Jun 30, 2026 |
| Microsoft Corp. | 9,994 | US$3.73M | +1,081 | Jun 30, 2026 |
| Bank Of America Corporation | 60,785 | US$3.46M | +10,312 | Jun 30, 2026 |
| Meta Platforms, Inc. | 4,883 | US$2.75M | +157 | Jun 30, 2026 |