Dhjj Financial Advisors, Ltd. Portfolio Holdings

Dhjj Financial Advisors, Ltd.

  • $226 Million
  • Q3 2024

Dhjj Financial Advisors, Ltd. has filed its 13F form on October 22, 2024 for Q3 2024 where it was disclosed a total value porftolio of $226 Million distributed in 880 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 $28.6M, Ishares Core S&P Mid Cap ETF with a value of $19.6M, Schwab Strategic Tr Us Dividen with a value of $10.6M, Schwab Strategic Tr Us Large C with a value of $9.07M, and Ishares Russell 2000 ETF with a value of $7.49M.

Examining the 13F form we can see an increase of $12M in the current position value, from $214M to 226M.

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

Portfolio value $226 Million
ETFs: $197 Million
Industrials: $5.53 Million
Technology: $4.92 Million
Consumer Cyclical: $3.47 Million
Financial Services: $2.94 Million
Healthcare: $1.72 Million
Communication Services: $1.3 Million
Consumer Defensive: $1.06 Million
Other: $847,000

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$279,000 0.12% of portfolio
6,346
Q3 2024 Added 3.09%
$0
$18,000 0.01% of portfolio
938
Q3 2023 New
$0
$3,000 0.0% of portfolio
98
Q3 2023 New
$0
$8,000 0.0% of portfolio
429
Q3 2023 New
$14.6M
$0 0.0% of portfolio
25
Q3 2023 New
$24.7M
$0 0.0% of portfolio
2
Q3 2023 New
$0
$1,000 0.0% of portfolio
100
Q3 2024 Reduced 67.74%
$0
$0 0.0% of portfolio
10
Q3 2023 New
$0
$0 0.0% of portfolio
5
Q3 2023 New
$19.4M
$0 0.0% of portfolio
80
Q3 2023 New

Summary

  • Portfolio
  • No. of Stocks 880
  • Current Value $226 Million
  • Prior Value $214 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 22, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 56 stocks
  • Additional Purchases 95 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 143 stocks
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