Dhjj Financial Advisors, Ltd. Portfolio Holdings

Dhjj Financial Advisors, Ltd.

  • $256 Million
  • Q3 2025

Dhjj Financial Advisors, Ltd. has filed its 13F form on October 20, 2025 for Q3 2025 where it was disclosed a total value porftolio of $256 Million distributed in 1003 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Invesco Qqq Trust, Series 1 with a value of $34.3M, Ishares Core S&P Mid Cap ETF with a value of $19.9M, Schwab Strategic Tr Us Large C with a value of $10.7M, Schwab Strategic Tr Us Dividen with a value of $10.5M, and Ishares Russell 2000 ETF with a value of $8.25M.

Examining the 13F form we can see an increase of $14.2M in the current position value, from $242M to 256M.

Below you can find more details about Dhjj Financial Advisors, Ltd. portfolio as well as his latest detailed transactions.

Portfolio value $256 Million
ETFs: $222 Million
Technology: $9.56 Million
Industrials: $5.57 Million
Financial Services: $3.28 Million
Consumer Cyclical: $3.18 Million
Healthcare: $1.83 Million
Communication Services: $1.7 Million
Consumer Defensive: $1.18 Million
Other: $1.07 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$4.3T
$3.94 Million 1.53% of portfolio
15,454
Q3 2025 Reduced 3.41%
$291B
$2.32 Million 0.9% of portfolio
4,855
Q3 2025 Reduced 1.2%
$465B
$1.68 Million 0.65% of portfolio
8,987
Q3 2025 Added 0.18%
$68.7B
$1.4 Million 0.55% of portfolio
16,785
Q3 2025 Added 0.01%
$139B
$1.18 Million 0.46% of portfolio
3,580
Q3 2025 Reduced 1.59%
$224B
$1.06 Million 0.41% of portfolio
3,484
Q3 2025 Reduced 1.02%
$3.78T
$944,000 0.37% of portfolio
1,824
Q3 2025 Reduced 0.33%
$2.39T
$801,000 0.31% of portfolio
3,649
Q3 2025 Reduced 2.85%
$1.37T
$626,000 0.24% of portfolio
853
Q3 2025 Reduced 0.12%
$881B
$586,000 0.23% of portfolio
1,859
Q3 2025 Reduced 0.05%
$593B
$593,000 0.23% of portfolio
2,109
Q2 2025 Added 21.07%
$34.9B
$530,000 0.21% of portfolio
1,535
Q2 2025 Reduced 12.29%
$512B
$458,000 0.18% of portfolio
806
Q3 2025 Reduced 2.54%
$1.65T
$408,000 0.16% of portfolio
1,679
Q3 2025 Reduced 0.06%
$1.74T
$387,000 0.15% of portfolio
1,591
Q3 2025 Reduced 3.63%
$367B
$387,000 0.15% of portfolio
957
Q3 2025 Reduced 3.82%
$414B
$359,000 0.14% of portfolio
1,553
Q3 2025 Reduced 0.83%
$67.6B
$352,000 0.14% of portfolio
7,292
Q4 2024 Reduced 28.16%
$0
$332,000 0.13% of portfolio
6,799
Q2 2025 Reduced 7.05%
$522B
$325,000 0.13% of portfolio
1,757
Q3 2025 Added 0.29%
$279B
$315,000 0.12% of portfolio
3,058
Q3 2025 Reduced 8.96%
$49.4B
$251,000 0.1% of portfolio
1,599
Q3 2025 Reduced 0.25%
$79.2B
$245,000 0.1% of portfolio
3,519
Q3 2025 Reduced 2.28%
$258B
$206,000 0.08% of portfolio
1,235
Q3 2025 Added 0.98%
$346B
$171,000 0.07% of portfolio
1,118
Q3 2025 Reduced 0.18%
$303B
$165,000 0.06% of portfolio
1,068
Q3 2025 Added 0.95%
$971B
$158,000 0.06% of portfolio
208
Q2 2025 New
$79.5B
$157,000 0.06% of portfolio
1,256
Q3 2025 Reduced 0.48%
$328B
$155,000 0.06% of portfolio
518
Q3 2025 Reduced 3.72%
$266B
$146,000 0.06% of portfolio
519
Q2 2025 Added 273.38%
$193B
$117,000 0.05% of portfolio
1,024
Q3 2025 Reduced 0.19%
$265B
$121,000 0.05% of portfolio
152
Q3 2023 New
$123B
$119,000 0.05% of portfolio
240
Q2 2025 Added 23,900.0%
$61.4B
$132,000 0.05% of portfolio
320
Q3 2023 New
$159B
$136,000 0.05% of portfolio
281
Q3 2023 New
$86.1B
$120,000 0.05% of portfolio
348
Q3 2023 New
$27.1B
$141,000 0.05% of portfolio
259
Q3 2025 Reduced 13.95%
$7.79B
$136,000 0.05% of portfolio
1,033
Q3 2024 Added 111.68%
$228B
$100,000 0.04% of portfolio
750
Q3 2023 New
$183B
$90,000 0.04% of portfolio
319
Q3 2025 Reduced 0.31%
$413B
$97,000 0.04% of portfolio
1,888
Q4 2024 Reduced 9.67%
$83.6B
$95,000 0.04% of portfolio
736
Q4 2024 Reduced 8.34%
$34.9B
$113,000 0.04% of portfolio
478
Q1 2025 Reduced 2.85%
$875M
$98,000 0.04% of portfolio
2,524
Q3 2025 Added 0.96%
$404B
$107,000 0.04% of portfolio
116
Q3 2025 Reduced 9.38%
$19.9B
$96,000 0.04% of portfolio
200
Q2 2025 New
$144B
$112,000 0.04% of portfolio
245
Q3 2023 New
$51.8B
$105,000 0.04% of portfolio
463
Q3 2025 Reduced 0.22%
$22.8B
$105,000 0.04% of portfolio
1,000
Q2 2025 New

Summary

  • Portfolio
  • No. of Stocks 1,003
  • Current Value $256 Million
  • Prior Value $242 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 20, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 57 stocks
  • Additional Purchases 130 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 158 stocks
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