Aj Advisors, LLC Portfolio Holdings

Aj Advisors, LLC

  • $225 Billion
  • Q2 2025

Aj Advisors, LLC has filed its 13F form on August 08, 2025 for Q2 2025 where it was disclosed a total value porftolio of $225 Billion distributed in 37 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 $55.9B, Ishares Tr International Divid with a value of $30.4B, Invesco Qqq Trust, Series 1 with a value of $27.5B, Vanguard Mid Cap ETF with a value of $15.2B, and Vanguard Small Cap ETF with a value of $14.1B.

Examining the 13F form we can see an increase of $29.4B in the current position value, from $195B to 225B.

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 $225 Billion
ETFs: $203 Billion
Financial Services: $3.77 Billion
Technology: $3.76 Billion
Consumer Cyclical: $1.36 Billion
Healthcare: $939 Million
Communication Services: $783 Million
Consumer Defensive: $698 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

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

Summary

  • Portfolio
  • No. of Stocks 37
  • Current Value $225 Billion
  • Prior Value $195 Billion
  • Filing
  • Period Q2 2025
  • Filing Date August 08, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 4 stocks
  • Additional Purchases 17 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 15 stocks
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