J2 Capital Management Inc.
CIK:0001586882
Private Equity
$0 AUM
123 holdings
New York, NY, United States
SmartAsset is a financial technology company that provides personalized financial advice and data-driven insights to help people make better financial decisions. The platform offers tools and resources for retirement, home buying, taxes, investing, and personal finance. SmartAsset serves millions of users each month and has been recognized for its innovative approach to financial planning.
Investment Strategy
SmartAsset does not directly manage assets or investments; it provides educational tools, personal finance calculators, and connects consumers with financial advisors and products. The company's strategy focuses on leveraging technology to deliver actionable insights and personalized recommendations to users.
Top Buys
I
IAUISHARES GOLD TR+$1.7M
P
POWLPOWELL INDS INC+$1.2M
M
MCMOELIS & CO+$965.4K
E
EMBISHARES TR+$776.3K
T
TLTISHARES TR+$656.5K
Top Sells
J
JEPIJ P MORGAN EXCHANGE TRADED F-$1.4M
A
AMZNAMAZON COM INC-$922.0K
T
TFLOISHARES TR-$664.7K
B
BJBJS WHSL CLUB HLDGS INC-$549.5K
B
BILSPDR SERIES TRUST-$533.7K
Top Holdings
B
BILSPDR SERIES TRUST+9.9%$13.2M
T
TFLOISHARES TR+9.5%$12.6M
S
SGOVISHARES TR+5.0%$6.7M
L
LGHNORTHERN LTS FD TR III+4.8%$6.4M
S
SSUSSTRATEGY SHS+3.9%$5.1M
Equity Positions (122)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
B BIL | SPDR SERIES TRUST | 9.92% | $13.2M | 143,643 | $91.56 | $91.75 | -$533.7K |
T TFLO | ISHARES TR | 9.45% | $12.6M | 248,390 | $50.47 | $50.59 | -$664.7K |
S SGOV | ISHARES TR | 5.02% | $6.7M | 66,266 | $100.50 | $100.70 | +$54.0K |
L LGH | NORTHERN LTS FD TR III | 4.83% | $6.4M | 106,225 | $54.45 | $60.40 | +$638.0K |
S SSUS | STRATEGY SHS | 3.86% | $5.1M | 106,195 | $41.08 | $48.31 | +$348.6K |
Industry Allocation
COMMODITY CONTRACTS BROKERS & DEALERS
+6.8%
SERVICES-PREPACKAGED SOFTWARE
+1.8%
PHARMACEUTICAL PREPARATIONS
+1.3%
COMPUTER PERIPHERAL EQUIPMENT, NEC
+1.3%
INVESTMENT ADVICE
+1.1%