Dhjj Financial Advisors, Ltd. Portfolio Holdings

Dhjj Financial Advisors, Ltd.

  • $256 Million
  • Q4 2025

Dhjj Financial Advisors, Ltd. has filed its 13F form on January 22, 2026 for Q4 2025 where it was disclosed a total value porftolio of $256 Million distributed in 1039 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 $33.7M, Ishares Core S&P Mid Cap ETF with a value of $18.8M, Schwab Strategic Tr Us Large C with a value of $10.7M, Schwab Strategic Tr Us Dividen with a value of $10.2M, and Jp Morgan ETF Tr Ultra Short I with a value of $8.13M.

Examining the 13F form we can see an decrease of $340K in the current position value, from $256M 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: $220 Million
Technology: $11.1 Million
Industrials: $5.9 Million
Consumer Cyclical: $3.11 Million
Financial Services: $3.11 Million
Healthcare: $2.13 Million
Communication Services: $1.69 Million
Consumer Defensive: $1.1 Million
Other: $1.03 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$0 0.0% of portfolio
6
Q3 2023 New
-
$0 0.0% of portfolio
-
Q3 2023 New
First Tr Exchng Traded Fd Vi
-
$0 0.0% of portfolio
-
Q3 2024 New
First Tr Exchng Traded Fd Vi
-
$0 0.0% of portfolio
-
Q1 2025 Added 7.4%
First Tr Exchng Traded Fd Vi
-
$0 0.0% of portfolio
-
Q4 2025 Added 0.04%
First Tr Exchng Traded Fd Vi
-
$0 0.0% of portfolio
-
Q4 2025 Added 0.75%
First Tr Exchng Traded Fd Vi
-
$0 0.0% of portfolio
-
Q4 2025 Added 4.52%
First Tr Exchng Traded Fd Vi
-
$0 0.0% of portfolio
-
Q1 2025 New
First Tr Exchng Traded Fd Vi
-
$0 0.0% of portfolio
-
Q4 2025 Added 366.8%
First Tr Exchng Traded Fd Vi
-
$0 0.0% of portfolio
-
Q4 2025 Added 352.86%
First Tr Exchng Traded Fd Vi
-
$0 0.0% of portfolio
-
Q3 2025 Added 1,380.67%
First Tr Exchng Traded Fd Vi
-
$0 0.0% of portfolio
-
Q1 2025 New
First Tr Exchng Traded Fd Vi
-
$0 0.0% of portfolio
-
Q4 2025 Reduced 1.91%
First Tr Exchng Traded Fd Vi
-
$0 0.0% of portfolio
-
Q3 2025 Added 322.54%
First Tr Exchng Traded Fd Vi
-
$0 0.0% of portfolio
-
Q3 2025 Added 33.5%
First Tr Exchng Traded Fd Vi
-
$0 0.0% of portfolio
-
Q3 2025 Added 133.33%
-
$0 0.0% of portfolio
-
Q2 2025 Added 13.15%
First Tr Exchng Traded Fd Vi
-
$0 0.0% of portfolio
-
Q4 2025 Added 231.52%
First Tr Exchng Traded Fd Vi
-
$0 0.0% of portfolio
-
Q2 2025 Added 84.19%
First Tr Exchng Traded Fd Vi
-
$0 0.0% of portfolio
-
Q1 2025 Added 32.48%
First Tr Exchng Traded Fd Vi
-
$0 0.0% of portfolio
-
Q2 2025 Added 27.04%
First Tr Exchng Traded Fd Vi
-
$0 0.0% of portfolio
-
Q4 2025 Added 129.38%
First Tr Exchng Traded Fd Vi
-
$0 0.0% of portfolio
-
Q2 2025 Added 25.93%
First Tr Exchng Traded Fd Vi
-
$0 0.0% of portfolio
-
Q4 2025 Added 6.16%
First Tr Exchng Traded Fd Vi
-
$0 0.0% of portfolio
-
Q3 2025 Added 8.73%
-
$0 0.0% of portfolio
-
Q3 2024 Reduced 4.57%
First Tr Exchng Traded Fd Vi
-
$0 0.0% of portfolio
-
Q4 2025 Added 17.64%
First Tr Exchng Traded Fd Vi
-
$0 0.0% of portfolio
-
Q4 2023 New
First Tr Exchng Traded Fd Vi
-
$0 0.0% of portfolio
-
Q4 2024 New
-
$0 0.0% of portfolio
-
Q4 2025 Reduced 1.48%
First Tr Exchng Traded Fd Vi
-
$0 0.0% of portfolio
-
Q1 2025 Added 24.22%
-
$0 0.0% of portfolio
-
Q4 2025 Reduced 3.67%
First Tr Exchng Traded Fd Vi
-
$0 0.0% of portfolio
-
Q4 2025 Reduced 4.84%
First Tr Exchng Traded Fd Vi
-
$0 0.0% of portfolio
-
Q3 2025 Added 51.07%
$0
$2,000 0.0% of portfolio
60
Q1 2025 Reduced 64.07%
First Tr Exchng Traded Fd Vi
-
$0 0.0% of portfolio
-
Q4 2025 Reduced 6.85%
First Tr Exchng Traded Fd Vi
-
$0 0.0% of portfolio
-
Q3 2025 Added 51.78%
First Tr Exchng Traded Fd Vi
-
$0 0.0% of portfolio
-
Q4 2025 Reduced 1.92%
First Tr Exchng Traded Fd Vi
-
$0 0.0% of portfolio
-
Q3 2025 Added 173.13%
First Tr Exchng Traded Fd Vi
-
$0 0.0% of portfolio
-
Q4 2025 Added 0.98%
First Tr Exchng Traded Fd Vi
-
$0 0.0% of portfolio
-
Q2 2024 New
First Tr Exchng Traded Fd Vi
-
$0 0.0% of portfolio
-
Q4 2024 New
First Tr Exchng Traded Fd Vi
-
$0 0.0% of portfolio
-
Q2 2025 New
First Tr Exchng Traded Fd Vi
-
$0 0.0% of portfolio
-
Q4 2025 New
First Tr Exchng Traded Fd Vi
-
$0 0.0% of portfolio
-
Q3 2025 Reduced 4.52%
$0
$0 0.0% of portfolio
50
Q4 2025 New
$0
$5,000 0.0% of portfolio
127
Q3 2025 New
First Tr Exchng Traded Fd Vi
-
$0 0.0% of portfolio
-
Q4 2025 Added 7.0%
First Tr Exchng Traded Fd Vi
-
$0 0.0% of portfolio
-
Q2 2025 Added 131.42%

Summary

  • Portfolio
  • No. of Stocks 1,039
  • Current Value $256 Million
  • Prior Value $256 Million
  • Filing
  • Period Q4 2025
  • Filing Date January 22, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 47 stocks
  • Additional Purchases 124 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 149 stocks
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