Dhjj Financial Advisors, Ltd. has filed its 13F form on January 29, 2025 for Q4 2024 where it was disclosed a total value porftolio of $229 Million distributed in 899 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 $29.6M, Ishares Core S&P Mid Cap ETF with a value of $19.3M, Schwab Strategic Tr Us Dividen with a value of $10.3M, Schwab Strategic Tr Us Large C with a value of $9.65M, and Ishares Russell 2000 ETF with a value of $7.47M.
Examining the 13F form we can see an increase of $3.48M in the current position value, from $226M to 229M.
Below you can find more details about Dhjj Financial Advisors, Ltd. portfolio as well as his latest detailed transactions.
Portfolio value
$229 Million
ETFs: $201 Million
Technology: $5.28 Million
Industrials: $5.17 Million
Consumer Cyclical: $3.68 Million
Financial Services: $2.89 Million
Healthcare: $1.53 Million
Communication Services: $1.43 Million
Consumer Defensive: $1.09 Million
Other: $769,000
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
