Dhjj Financial Advisors, Ltd. Reduced Holdings in Q1 2025

Dhjj Financial Advisors, Ltd.

  • $219 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
QQQ
Invesco Qqq Trust, Series 1

ETFs
-803
- 1.39%
$468.34 - $539.52 $376K - $433K
57.2K $26.8M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-3.46K
- 1.12%
$57.21 - $65.8 $198K - $227K
306K $17.8M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-6.42K
- 1.86%
$24.91 - $29.02 $160K - $186K
340K $8.5M
IWM
Ishares Russell 2000 ETF

ETFs
-523
- 1.55%
$198.1 - $229.79 $104K - $120K
33.3K $6.64M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-240
- 1.43%
$360.07 - $417.26 $86.4K - $100K
16.5K $5.96M
TSLA
Tesla, Inc.

Consumer Cyclical
-1.42K
- 82.4%
$222.15 - $428.22 $316K - $609K
304 $78K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-761
- 35.02%
$507.05 - $563.67 $386K - $429K
1.41K $725K
SCHA
Schwab Strategic Tr Us Small C

ETFs
-1.81K
- 1.37%
$23.16 - $27.04 $41.9K - $49K
131K $3.07M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-6.9K
- 74.35%
$49.25 - $50.66 $340K - $349K
2.38K $117K
FTCS
First Trust Capital Strength E

ETFs
-4.84K
- 9.72%
$86.39 - $91.35 $418K - $442K
44.9K $4.03M
AAPL
Apple Inc.

Technology
-227
- 2.26%
$209.68 - $247.1 $47.6K - $56.1K
9.84K $2.19M
SCHB
Schwab Strategic Tr Us Broad M

ETFs
-7.58K
- 5.72%
$21.23 - $23.75 $161K - $180K
125K $2.68M
AVGO
Broadcom Inc.

Technology
-65
- 1.75%
$167.43 - $244.7 $10.9K - $15.9K
3.65K $611K
QMAR
First Tr Ex Tr Viii Ft Cboe Ve
-5.02K
- 16.94%
$27.95 - $30.87 $140K - $155K
24.6K $696K
FDN
First Tr Fd Dow Jones

ETFs
-200
- 3.69%
$221.38 - $266.86 $44.3K - $53.4K
5.23K $1.16M
FVD
First Tr Value Line Divid Inde

ETFs
-6.54K
- 4.58%
$42.61 - $45.51 $279K - $298K
136K $6.08M
FNOV
First Tr ETF Viii Ft Cboe Vest

ETFs
-1.34K
- 2.08%
$46.06 - $49.24 $61.8K - $66K
63.1K $2.93M
PMAY
Innovator Etfs Tr S&P 500 Pwr

ETFs
-3.99K
- 10.53%
$35.29 - $36.56 $141K - $146K
33.9K $1.21M
BAPR
Innovator U.S. Equity Buffer E

ETFs
-2.37K
- 10.39%
$41.97 - $46.03 $99.4K - $109K
20.4K $867K
TDIV
First Trust Nasdaq Technology

ETFs
-410
- 1.94%
$73.39 - $83.95 $30.1K - $34.4K
20.7K $1.52M
PAPR
Innovator U.S. Equity Power Bu

ETFs
-2.18K
- 5.81%
$35.21 - $37.69 $76.7K - $82.1K
35.3K $1.26M
BMAY
Innovator U.S. Equity Buffer E

ETFs
-2.54K
- 11.69%
$39.08 - $41.36 $99.3K - $105K
19.2K $761K
MSFT
Microsoft Corp

Technology
-71
- 4.16%
$375.39 - $447.2 $26.7K - $31.8K
1.63K $613K
BJAN
Innovator U.S. Equity Buffer E

ETFs
-169
- 0.26%
$46.03 - $49.45 $7.78K - $8.36K
64.4K $3M
BSEP
Innovator U.S. Equity Buffer E

ETFs
-975
- 2.63%
$41.28 - $44.23 $40.2K - $43.1K
36.1K $1.5M
KAPR
Innovator U.S. Small Cap Power

ETFs
-1.42K
- 5.92%
$30.82 - $33.62 $43.6K - $47.6K
22.5K $693K
GOOGL
Alphabet Inc.

Communication Services
-140
- 7.69%
$154.33 - $206.19 $21.6K - $28.9K
1.68K $259K
FV
First Trust Dorsey Wright Focu

ETFs
-553
- 4.51%
$53.91 - $63.03 $29.8K - $34.9K
11.7K $640K
SCHX
Schwab Strategic Tr Us Large C

ETFs
-2.62K
- 13.63%
$21.75 - $24.28 $56.9K - $63.5K
16.6K $364K
BJUL
Innovator U.S. Equity Buffer E

ETFs
-1.17K
- 5.45%
$42.65 - $46.09 $49.7K - $53.7K
20.2K $872K
PAUG
Innovator U.S. Equity Power Bu

ETFs
-972
- 1.92%
$37.4 - $39.42 $36.4K - $38.3K
49.6K $1.87M
NJUL
Innovator Growth 100 Power Buf

Technology
-533
- 3.31%
$59.98 - $64.86 $32K - $34.6K
15.6K $936K
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-1.82K
- 38.93%
$32.42 - $36.13 $59K - $65.8K
2.86K $94K
KJUL
Innovator U.S. Small Cap Power

Technology
-1.11K
- 4.4%
$27.83 - $30.18 $30.8K - $33.3K
24K $674K
PJUL
Innovator U.S. Equity Power Bu

ETFs
-1.2K
- 7.81%
$39.81 - $42.17 $47.8K - $50.6K
14.2K $569K
IVV
Ishares Core S&P 500 ETF

ETFs
-36
- 2.32%
$554.06 - $615.85 $19.9K - $22.2K
1.51K $850K
FJUL
First Tr Exch Trd Fd Viii Ft C

Technology
-920
- 7.91%
$47.09 - $50.46 $43.3K - $46.4K
10.7K $508K
BUFG
Ft Exch Trd Fd Viii Cboe Vest

ETFs
-1.83K
- 8.13%
$23.53 - $25.24 $42.9K - $46.1K
20.6K $490K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
-699
- 13.77%
N/A
4.38K $375K
BUFD
First Tr Exc Trd Fd Viii Ft Cb

ETFs
-2.1K
- 28.49%
$24.66 - $26.1 $51.8K - $54.8K
5.27K $131K
UJAN
Innovator U.S. Equity Ultra Bu

ETFs
-1.37K
- 26.01%
$37.87 - $39.86 $51.7K - $54.4K
3.88K $148K
VB
Vanguard Small Cap ETF

ETFs
-123
- 10.72%
$217.89 - $252.64 $26.8K - $31.1K
1.02K $226K
VUG
Vanguard Growth ETF

ETFs
-1
- 0.08%
$369.1 - $427.61 $369 - $428
1.2K $443K
XBAP
Innovator ETF Tr Us Equity Acc
-1.49K
- 12.0%
$33.63 - $34.94 $50.1K - $52.1K
10.9K $377K
BMAR
Innovator U.S. Equity Buffer E

ETFs
-694
- 4.47%
$44.99 - $47.69 $31.2K - $33.1K
14.8K $672K
HD
Home Depot, Inc.

Consumer Cyclical
-44
- 4.22%
$347.25 - $424.87 $15.3K - $18.7K
999 $366K
UFEB
Innovator U.S. Equity Ultra Bu

ETFs
-1.13K
- 47.87%
$32.13 - $33.82 $36.1K - $38K
1.23K $39K
VCR
Vanguard Consumer Discretionar

ETFs
-36
- 6.96%
$318.51 - $391.75 $11.5K - $14.1K
481 $156K
MGK
Vanguard Mega Cap Growth ETF

ETFs
-97
- 49.24%
$307.43 - $357.48 $29.8K - $34.7K
100 $30K
Activity Summary
Buys All Purchases 152 New Holdings 41 Increased Positions 111 Sells All Sells 150 Reductions 150 Sold out 0 Options Calls 0 Puts 0
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