LWM
FBCG icon

LJI Wealth Management’s Fidelity Blue Chip Growth ETF FBCG Stock Holding History

LJI Wealth Management’s Portfolio FBCG Stock Details FBCG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$481K Hold
9,590
– – 0.08% 107
2025
Q4 		$526K Sell
9,590
-6
-0.1% -$325 0.08% 106
2025
Q3 		$515K Hold
9,596
– – 0.09% 86
2025
Q2 		$463K Hold
9,596
– – 0.08% 100
2025
Q1 		$384K Hold
9,596
– – 0.08% 110
2024
Q4 		$444K Sell
9,596
-4,674
-33% -$212K 0.09% 100
2024
Q3 		$610K Buy
14,270
+361
+3% +$14.9K 0.12% 86
2024
Q2 		$590K Buy
13,909
+895
+7% +$35.3K 0.13% 83
2024
Q1 		$501K Buy
13,014
+319
+3% +$11.5K 0.13% 79
2023
Q4 		$423K Hold
12,695
– – 0.11% 98
2023
Q3 		$368K Buy
12,695
+2,212
+21% +$66.6K 0.11% 102
2023
Q2 		$312K Sell
10,483
-744
-7% -$20K 0.09% 114
2023
Q1 		$286K Buy
+11,227
New +$265K 0.09% 119

Other funds holding FBCG

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
DWM
Dynasty Wealth Management St. Petersburg, Florida $11.5B AUM 15.23% 1-Year Est. Return
SWP
Sagespring Wealth Partners Franklin, Tennessee $5.49B AUM 19.47% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return