Dhjj Financial Advisors, Ltd. Portfolio Holdings

Dhjj Financial Advisors, Ltd.

  • $219 Million
  • Q1 2025

Dhjj Financial Advisors, Ltd. has filed its 13F form on April 18, 2025 for Q1 2025 where it was disclosed a total value porftolio of $219 Million distributed in 933 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 $26.8M, Ishares Core S&P Mid Cap ETF with a value of $17.8M, Schwab Strategic Tr Us Dividen with a value of $10.4M, Schwab Strategic Tr Us Large C with a value of $8.5M, and Jp Morgan ETF Tr Ultra Short I with a value of $7.07M.

Examining the 13F form we can see an decrease of $10.3M in the current position value, from $229M to 219M.

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

Portfolio value $219 Million
ETFs: $193 Million
Industrials: $4.71 Million
Technology: $4.57 Million
Consumer Cyclical: $2.89 Million
Financial Services: $2.88 Million
Healthcare: $1.6 Million
Communication Services: $1.24 Million
Consumer Defensive: $1.12 Million
Other: $842,000

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$13,000 0.01% of portfolio
319
Q3 2024 Added 8.14%
$58B
$19,000 0.01% of portfolio
680
Q3 2023 New
$0
$19,000 0.01% of portfolio
938
Q3 2023 New
$0
$27,000 0.01% of portfolio
66
Q1 2025 Added 1.54%
$0
$31,000 0.01% of portfolio
211
Q1 2025 Added 67.46%
$0
$31,000 0.01% of portfolio
501
Q1 2025 Added 30.47%
$0
$12,000 0.01% of portfolio
356
Q4 2024 Added 0.85%
$43.2B
$18,000 0.01% of portfolio
174
Q3 2023 New
$0
$20,000 0.01% of portfolio
421
Q1 2025 Added 7.67%
$0
$13,000 0.01% of portfolio
632
Q1 2025 Added 0.48%
$6.8B
$19,000 0.01% of portfolio
156
Q4 2023 Reduced 22.0%
$63.1B
$18,000 0.01% of portfolio
388
Q2 2024 Added 0.26%
$131B
$24,000 0.01% of portfolio
223
Q3 2023 New
$0
$29,000 0.01% of portfolio
204
Q4 2024 Reduced 47.15%
$37.4B
$15,000 0.01% of portfolio
1,547
Q2 2024 Added 0.85%
$0
$31,000 0.01% of portfolio
413
Q1 2025 Added 8.12%
$26.4B
$23,000 0.01% of portfolio
207
Q3 2023 New
$0
$13,000 0.01% of portfolio
107
Q3 2023 New
$33.7B
$12,000 0.01% of portfolio
112
Q3 2023 New
$0
$12,000 0.01% of portfolio
130
Q1 2024 Added 116.67%
-
$0 0.0% of portfolio
-
Q3 2024 Added 30.95%
$24.9B
$0 0.0% of portfolio
4
Q3 2023 New
Neos ETF Trust
-
$0 0.0% of portfolio
-
Q3 2024 Added 25.0%
-
$0 0.0% of portfolio
-
Q3 2024 Added 37.04%
$0
$1,000 0.0% of portfolio
25
Q3 2024 Added 4.17%
Neos ETF Trust
-
$0 0.0% of portfolio
-
Q4 2024 New
$0
$0 0.0% of portfolio
10
Q3 2023 New
-
$0 0.0% of portfolio
-
Q1 2024 Added 8,100.0%
$6.55B
$0 0.0% of portfolio
13
Q2 2024 Reduced 31.58%
Lam Research Corp
-
$0 0.0% of portfolio
-
Q4 2024 New
$440B
$0 0.0% of portfolio
1
Q3 2023 New
$8.05B
$5,000 0.0% of portfolio
114
Q3 2023 New
$0
$7,000 0.0% of portfolio
92
Q3 2024 Reduced 58.37%
$0
$2,000 0.0% of portfolio
36
Q3 2023 New
$68.7B
$5,000 0.0% of portfolio
34
Q3 2023 New
Kraneshares Trust
-
$0 0.0% of portfolio
-
Q1 2025 New
$766M
$0 0.0% of portfolio
95
Q3 2023 New
$36.6B
$9,000 0.0% of portfolio
99
Q1 2025 Added 1.02%
$36.7B
$1,000 0.0% of portfolio
41
Q3 2023 New
$2.7B
$8,000 0.0% of portfolio
545
Q1 2025 Added 0.93%
$40.4B
$2,000 0.0% of portfolio
29
Q3 2023 New
$0
$1,000 0.0% of portfolio
30
Q3 2024 Added 275.0%
Kraneshares Trust
-
$0 0.0% of portfolio
-
Q3 2024 New
$127B
$9,000 0.0% of portfolio
136
Q3 2023 New
$0
$3,000 0.0% of portfolio
28
Q3 2023 New
$0
$3,000 0.0% of portfolio
78
Q4 2024 Added 2.63%
$6.76B
$0 0.0% of portfolio
9
Q3 2023 New
$21.9B
$0 0.0% of portfolio
6
Q3 2023 New
$27.1B
$0 0.0% of portfolio
2
Q3 2023 New

Summary

  • Portfolio
  • No. of Stocks 933
  • Current Value $219 Million
  • Prior Value $229 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 18, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 41 stocks
  • Additional Purchases 111 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 150 stocks
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