Sja Financial Advisory, LLC Portfolio Holdings

Sja Financial Advisory, LLC

  • $139 Million
  • Q4 2024

Sja Financial Advisory, LLC has filed its 13F form on February 03, 2025 for Q4 2024 where it was disclosed a total value porftolio of $139 Million distributed in 41 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr with a value of $19M, Ishares Core S&P 500 ETF with a value of $14.5M, Ishares S&P 500 Value ETF with a value of $10.8M, Ishares S&P 500 Growth ETF with a value of $10.8M, and Vanguard Bd Index Fd Inc Total with a value of $10.7M.

Examining the 13F form we can see an decrease of $7.25M in the current position value, from $146M to 139M.

Below you can find more details about Sja Financial Advisory, LLC portfolio as well as his latest detailed transactions.

Portfolio value $139 Million
ETFs: $139 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 41
  • Current Value $139 Million
  • Prior Value $146 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 03, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 0 stocks
  • Additional Purchases 16 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 24 stocks
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