Aj Advisors, LLC Portfolio Holdings

Aj Advisors, LLC

  • $181 Billion
  • Q1 2024

Aj Advisors, LLC has filed its 13F form on April 25, 2024 for Q1 2024 where it was disclosed a total value porftolio of $181 Billion distributed in 48 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 $42.9B, Ishares Tr International Divid with a value of $20.4B, Invesco Qqq Trust, Series 1 with a value of $18.4B, Vanguard Mid Cap ETF with a value of $16.5B, and Vanguard Small Cap ETF with a value of $15.2B.

Examining the 13F form we can see an increase of $18.7B in the current position value, from $163B to 181B.

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 $181 Billion
ETFs: $163 Billion
Technology: $4.48 Billion
Financial Services: $4.44 Billion
Consumer Defensive: $2.38 Billion
Consumer Cyclical: $1.73 Billion
Healthcare: $1.59 Billion
Communication Services: $1.45 Billion
Industrials: $723 Million
Other: $765 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$42.9 Billion 23.64% of portfolio
89,167
Q1 2024 Added 4.02%
$0
$20.4 Billion 11.25% of portfolio
302,717
Q1 2024 Added 5.21%
$0
$18.4 Billion 10.13% of portfolio
41,344
Q1 2024 Added 4.64%
$0
$16.5 Billion 9.13% of portfolio
66,223
Q1 2024 Added 4.72%
$0
$15.2 Billion 8.4% of portfolio
66,635
Q1 2024 Added 4.86%
$0
$13.6 Billion 7.49% of portfolio
83,415
Q1 2024 Added 4.43%
$0
$11.3 Billion 6.25% of portfolio
113,983
Q1 2024 Added 2.25%
$0
$8.56 Billion 4.72% of portfolio
152,372
Q1 2024 Added 5.06%
$0
$8.37 Billion 4.61% of portfolio
85,418
Q1 2024 Added 0.3%
$0
$3.17 Billion 1.75% of portfolio
65,756
Q1 2024 Added 3.44%
$3.36T
$2.07 Billion 1.14% of portfolio
12,090
Q1 2024 Reduced 0.68%
$581B
$1.98 Billion 1.09% of portfolio
9,879
Q1 2024 Reduced 0.22%
$0
$1.94 Billion 1.07% of portfolio
101,168
Q1 2024 Reduced 4.07%
$3.36T
$1.54 Billion 0.85% of portfolio
3,654
Q1 2024 Added 7.19%
$276B
$1.15 Billion 0.64% of portfolio
18,857
Q1 2024 Reduced 1.39%
$395B
$1.03 Billion 0.57% of portfolio
6,339
Q1 2024 Reduced 7.73%
$1.9T
$841 Million 0.46% of portfolio
4,661
Q1 2024 Reduced 5.95%
$0
$704 Million 0.39% of portfolio
1,346
Q1 2024 Added 14.36%
$346B
$669 Million 0.37% of portfolio
1,745
Q1 2024 Reduced 1.63%
$1.1T
$652 Million 0.36% of portfolio
4,320
Q1 2024 Reduced 1.35%
$0
$655 Million 0.36% of portfolio
10,641
Q1 2024 Reduced 9.72%
$535B
$620 Million 0.34% of portfolio
1,475
Q1 2024 Added 7.74%
$5.82B
$603 Million 0.33% of portfolio
7,021
Q1 2024 Added 0.26%
$0
$524 Million 0.29% of portfolio
12,594
Q1 2024 New
$149B
$488 Million 0.27% of portfolio
5,007
Q1 2024 Added 0.62%
$1.15T
$481 Million 0.27% of portfolio
990
Q1 2024 Added 4.21%
$477B
$451 Million 0.25% of portfolio
3,876
Q1 2024 Added 0.86%
$0
$438 Million 0.24% of portfolio
14,716
Q1 2024 Reduced 1.46%
$860B
$436 Million 0.24% of portfolio
561
Q1 2024 Added 7.27%
$447B
$365 Million 0.2% of portfolio
1,309
Q1 2024 Reduced 3.75%
$314B
$358 Million 0.2% of portfolio
396
Q1 2024 New
$0
$324 Million 0.18% of portfolio
16,109
Q1 2024 Added 0.58%
$186B
$314 Million 0.17% of portfolio
2,565
Q1 2024 Added 6.65%
$7.28B
$314 Million 0.17% of portfolio
1,747
Q1 2024 Added 0.69%
$0
$307 Million 0.17% of portfolio
6,012
Q1 2024 Reduced 0.1%
$435B
$290 Million 0.16% of portfolio
602
Q1 2024 Added 3.61%
$155B
$294 Million 0.16% of portfolio
1,540
Q1 2024 Reduced 5.81%
3 M CO
-
$294 Million 0.16% of portfolio
-
Q1 2024 New
$0
$250 Million 0.14% of portfolio
2,070
Q1 2024 New
$453B
$254 Million 0.14% of portfolio
513
Q1 2024 Reduced 18.7%
$120B
$261 Million 0.14% of portfolio
313
Q1 2024 Added 2.96%
$91B
$224 Million 0.12% of portfolio
2,447
Q1 2024 Added 2.09%
General Electric CO
-
$218 Million 0.12% of portfolio
-
Q1 2024 New
$245B
$221 Million 0.12% of portfolio
437
Q1 2024 Added 3.31%
$39.9B
$224 Million 0.12% of portfolio
2,255
Q1 2024 Added 0.36%
$29B
$200 Million 0.11% of portfolio
1,284
Q1 2024 New
$4.27B
$10.4 Million 0.01% of portfolio
10,000
Q1 2024 New

Summary

  • Portfolio
  • No. of Stocks 48
  • Current Value $181 Billion
  • Prior Value $163 Billion
  • Filing
  • Period Q1 2024
  • Filing Date April 25, 2024
  • Form Type 13F-HR
  • Activity in Q1 2024
  • New Purchases 7 stocks
  • Additional Purchases 27 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 14 stocks
Track This Portfolio

Track Aj Advisors, LLC Portfolio

Follow Aj Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Aj Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Aj Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email