Long-term investor
Lji Wealth Management, LLC @ljiwealthmanagementllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001988563).
Record
- Tracked since 2025-06-30 (449 days), 80 trades recorded
- Returns: week n/a · month n/a · 90 days 0.0% · 6 months +6.6% · 1 year n/a · all +6.2%
- Max drawdown n/a · win rate 46% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- 464287150 · 27.2% · long · since 2025-06-30
- 46434V100 · 11.5% · long · since 2025-06-30
- 46432F859 · 8.1% · long · since 2025-06-30
- 46429B655 · 5.2% · long · since 2025-06-30
- 922908769 · 4.2% · long · since 2025-06-30
- 315912808 · 3.5% · long · since 2025-06-30
- 464287499 · 3.0% · long · since 2025-06-30
- 46090E103 · 2.6% · long · since 2025-06-30
- AAPL · 2.4% · long · since 2025-06-30
- 921932869 · 2.1% · long · since 2025-06-30
- 464287655 · 1.6% · long · since 2025-06-30
- 92206C623 · 1.3% · long · since 2025-06-30