Aj Advisors, LLC Portfolio Holdings

Aj Advisors, LLC

  • $195 Billion
  • Q3 2024

Aj Advisors, LLC has filed its 13F form on October 31, 2024 for Q3 2024 where it was disclosed a total value porftolio of $195 Billion distributed in 34 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $50.8B, Ishares Tr International Divid with a value of $22.7B, Invesco Qqq Trust, Series 1 with a value of $22B, Vanguard Mid Cap ETF with a value of $16.2B, and Vanguard Small Cap ETF with a value of $14.4B.

Examining the 13F form we can see an increase of $14.2B in the current position value, from $181B to 195B.

Aj Advisors, LLC is based out at Nashville, TN

Below you can find more details about Aj Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $195 Billion
ETFs: $186 Billion
Technology: $3.13 Billion
Financial Services: $2.96 Billion
Consumer Cyclical: $1.19 Billion
Healthcare: $857 Million
Communication Services: $575 Million
Consumer Defensive: $521 Million

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$733B
$1.51 Billion 0.78% of portfolio
7,177
Q3 2024 Added 0.36%
$3.15T
$1.14 Billion 0.59% of portfolio
2,653
Q3 2024 Added 1.38%
$3.78T
$1.06 Billion 0.54% of portfolio
4,545
Q3 2024 Added 1.5%
$2.1T
$606 Million 0.31% of portfolio
3,254
Q3 2024 Added 0.09%
$1.01T
$575 Million 0.3% of portfolio
3,470
Q3 2024 Added 0.38%
$437B
$587 Million 0.3% of portfolio
1,448
Q3 2024 Added 1.05%
$425B
$521 Million 0.27% of portfolio
3,010
Q3 2024 Reduced 4.75%
$515B
$432 Million 0.22% of portfolio
1,570
Q3 2024 Added 3.15%
$629B
$412 Million 0.21% of portfolio
895
Q3 2024 Added 2.17%
$203B
$405 Million 0.21% of portfolio
1,834
Q3 2024 Added 2.29%
$569B
$370 Million 0.19% of portfolio
633
Q3 2024 Added 6.21%
$337B
$276 Million 0.14% of portfolio
2,271
Q3 2024 Reduced 28.27%
$239B
$247 Million 0.13% of portfolio
477
Q3 2024 Added 0.63%
$508B
$250 Million 0.13% of portfolio
506
Q3 2024 Added 2.43%

Summary

  • Portfolio
  • No. of Stocks 34
  • Current Value $195 Billion
  • Prior Value $181 Billion
  • Filing
  • Period Q3 2024
  • Filing Date October 31, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 1 stocks
  • Additional Purchases 23 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 10 stocks
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