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
6,003
Q4 2025 Reduced 0.58%
$0
$0 0.0% of portfolio
6,048
Q4 2025 Reduced 2.31%
$0
$0 0.0% of portfolio
25
Q2 2025 New
$3.83B
$0 0.0% of portfolio
16
Q3 2023 New
$11.8B
$2,000 0.0% of portfolio
59
Q3 2025 Reduced 14.49%
$0
$0 0.0% of portfolio
11
Q4 2023 Added 10.0%
Amc Entmt Hldgs Inc
-
$0 0.0% of portfolio
-
Q4 2025 New
$11.1B
$0 0.0% of portfolio
11
Q3 2023 New
$23.9B
$0 0.0% of portfolio
1
Q3 2025 Reduced 98.36%
Amplify ETF Tr
-
$0 0.0% of portfolio
-
Q2 2024 New
-
$0 0.0% of portfolio
-
Q3 2023 New
$0
$0 0.0% of portfolio
4
Q3 2023 New
Annaly Capital Management In
-
$0 0.0% of portfolio
-
Q3 2023 New
$78.4B
$1,000 0.0% of portfolio
8
Q3 2023 New
$163B
$7,000 0.0% of portfolio
13
Q2 2025 New
$0
$8,000 0.0% of portfolio
429
Q3 2023 New
$0
$0 0.0% of portfolio
1
Q4 2024 Reduced 75.0%
$0
$8,000 0.0% of portfolio
304
Q2 2025 New
$0
$10,000 0.0% of portfolio
380
Q4 2024 Reduced 1.3%
$181B
$3,000 0.0% of portfolio
139
Q3 2024 Added 0.72%
Atlas Energy Solutions Inc
-
$0 0.0% of portfolio
-
Q4 2025 Added 68.03%
Aurora Cannabis Inc
-
$0 0.0% of portfolio
-
Q4 2024 Reduced 50.0%
$181B
$0 0.0% of portfolio
2
Q3 2025 New
Barclays Bank PLC
-
$0 0.0% of portfolio
-
Q3 2025 New
Barrick Mng Corp
-
$0 0.0% of portfolio
-
Q4 2025 New
$10B
$0 0.0% of portfolio
6
Q3 2023 New
$25B
$0 0.0% of portfolio
1
Q4 2025 New
$1.27B
$0 0.0% of portfolio
5
Q4 2025 New
Bitwise Funds Trust
-
$0 0.0% of portfolio
-
Q4 2025 New
$3.26B
$7,000 0.0% of portfolio
136
Q2 2024 Reduced 12.82%
Blackrock ETF Trust Ii
-
$0 0.0% of portfolio
-
Q4 2025 Added 1.14%
Blackrock ETF Trust Ii
-
$0 0.0% of portfolio
-
Q2 2024 New
Blackrock Inc
-
$0 0.0% of portfolio
-
Q4 2024 New
$30.3B
$0 0.0% of portfolio
5
Q3 2023 New
$5.27B
$0 0.0% of portfolio
3
Q4 2024 New
$0
$0 0.0% of portfolio
15
Q3 2023 New
$2.03B
$0 0.0% of portfolio
1
Q3 2023 New
$112B
$12,000 0.0% of portfolio
355
Q2 2025 Reduced 26.5%
$4.72B
$0 0.0% of portfolio
5
Q3 2023 New
$2.89B
$0 0.0% of portfolio
10
Q3 2023 New
Brookfield Asset Managmt LTD
-
$0 0.0% of portfolio
-
Q2 2025 Added 100,000.0%
Brookfield Corp
-
$0 0.0% of portfolio
-
Q4 2025 Reduced 7.14%
Calamos ETF Tr
-
$0 0.0% of portfolio
-
Q4 2025 New
Calamos ETF Tr
-
$0 0.0% of portfolio
-
Q2 2025 Reduced 64.29%
Calamos ETF Tr
-
$0 0.0% of portfolio
-
Q1 2025 New
$0
$4,000 0.0% of portfolio
136
Q4 2025 Added 1.49%
$0
$0 0.0% of portfolio
17
Q3 2024 Added 70.0%
Cambria ETF Tr
-
$0 0.0% of portfolio
-
Q2 2024 New
$0
$0 0.0% of portfolio
14
Q2 2024 New

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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