Aj Advisors, LLC Portfolio Holdings

Aj Advisors, LLC

  • $193 Billion
  • Q4 2024

Aj Advisors, LLC has filed its 13F form on January 23, 2025 for Q4 2024 where it was disclosed a total value porftolio of $193 Billion distributed in 32 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 $52.8B, Invesco Qqq Trust, Series 1 with a value of $23.5B, Ishares Tr International Divid with a value of $21.2B, Vanguard Mid Cap ETF with a value of $16.2B, and Vanguard Small Cap ETF with a value of $14.7B.

Examining the 13F form we can see an decrease of $2.29B in the current position value, from $195B to 193B.

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 $193 Billion
ETFs: $183 Billion
Technology: $3.21 Billion
Financial Services: $2.85 Billion
Consumer Cyclical: $1.3 Billion
Healthcare: $702 Million
Communication Services: $689 Million
Consumer Defensive: $496 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 32
  • Current Value $193 Billion
  • Prior Value $195 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 23, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 1 stocks
  • Additional Purchases 25 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 6 stocks
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