Aj Advisors, LLC Purchases in Q1 2025

Aj Advisors, LLC

  • $195 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
Vanguard Malvern Fds
117K
New
N/A
117K $9.08B
IGRO
Ishares Tr International Divid

ETFs
9.36K
+ 3.01%
$66.91 - $73.87 $626K - $692K
321K $23.2B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
1.23K
+ 136.83%
$442.66 - $534.52 $543K - $655K
2.12K $1.13B
STIP
Ishares Barclays 0 5 Year Tips

ETFs
1.98K
+ 1.64%
$100.59 - $103.47 $199K - $205K
123K $12.7B
VTV
Vanguard Value ETF

ETFs
1.64K
+ 2.4%
$167.73 - $179.21 $276K - $295K
70.2K $12.1B
PTRB
Pgim ETF Tr Total Return Bd Et

ETFs
6.76K
+ 4.74%
$40.5 - $42.02 $274K - $284K
150K $6.24B
LLY
Eli Lilly & CO

Healthcare
316
New
$725.72 - $929.72 $229K - $294K
316 $261M
DVY
Ishares Tr

ETFs
1.58K
New
$128.58 - $138.1 $204K - $219K
1.58K $213M
COST
Costco Wholesale Corp

Consumer Defensive
224
New
$890.62 - $1076.86 $199K - $241K
224 $212M
RDVY
First Trust Rising Dividend Ac

ETFs
3.56K
+ 2.3%
$57.22 - $63.39 $204K - $225K
158K $9.25B
MSFT
Microsoft Corp

Technology
536
+ 19.87%
$375.39 - $447.2 $201K - $240K
3.23K $1.21B
AAPL
Apple Inc.

Technology
857
+ 18.85%
$209.68 - $247.1 $180K - $212K
5.4K $1.2B
HCA
Hca Healthcare, Inc.

Healthcare
2
+ 0.16%
$296.7 - $345.55 $593 - $691
1.23K $425M
IBM
International Business Machines Corp

Technology
12
+ 0.65%
$217.4 - $264.74 $2.61K - $3.18K
1.86K $462M
JPM
Jpmorgan Chase & CO

Financial Services
10
+ 0.14%
$225.19 - $279.95 $2.25K - $2.8K
6.94K $1.7B
MA
Mastercard Inc

Financial Services
54
+ 10.47%
$504.67 - $576.31 $27.3K - $31.1K
570 $312M
UNH
Unitedhealth Group Inc

Healthcare
48
+ 7.27%
$461.52 - $548.18 $22.2K - $26.3K
708 $371M
VO
Vanguard Mid Cap ETF

ETFs
1.43K
+ 2.33%
$251.87 - $277.95 $359K - $396K
62.7K $16.2B
PG
Procter & Gamble CO

Consumer Defensive
26
+ 0.88%
$158.56 - $176.26 $4.12K - $4.58K
2.99K $509M
HD
Home Depot, Inc.

Consumer Cyclical
108
+ 7.38%
$347.25 - $424.87 $37.5K - $45.9K
1.57K $576M
GOOGL
Alphabet Inc.

Communication Services
806
+ 22.15%
$154.33 - $206.19 $124K - $166K
4.45K $687M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
231
+ 3.07%
$64.88 - $72.1 $15K - $16.7K
7.75K $509M
IVV
Ishares Core S&P 500 ETF

ETFs
1
+ 0.27%
$554.06 - $615.85 $554 - $616
367 $206M
Blackrock Inc
17
+ 3.85%
N/A
458 $433M
NVDA
Nvidia Corp

Technology
260
+ 10.93%
$106.98 - $149.43 $27.8K - $38.9K
2.64K $286M
SPY
Spdr S&P 500 ETF Trust

ETFs
5
+ 0.32%
$551.42 - $612.93 $2.76K - $3.06K
1.57K $879M
AMZN
Amazon Com Inc

Consumer Cyclical
123
+ 3.69%
$190.26 - $242.06 $23.4K - $29.8K
3.45K $657M
SOXX
Ishares Semiconductor ETF

ETFs
1.88K
+ 8.12%
$188.17 - $235.81 $354K - $444K
25.1K $4.71B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
3.33K
+ 3.4%
$507.05 - $563.67 $1.69M - $1.88M
101K $52.1B
VB
Vanguard Small Cap ETF

ETFs
1.5K
+ 2.46%
$217.89 - $252.64 $327K - $379K
62.5K $13.9B
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.71K
+ 3.72%
$468.34 - $539.52 $802K - $924K
47.7K $22.4B
Activity Summary
Buys All Purchases 32 New Holdings 4 Increased Positions 28 Sells All Sells 2 Reductions 2 Sold out 0 Options Calls 0 Puts 0
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