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 ETFs Only

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
VOO Vanguard Index Fds S&P 500 ETF ETFs	$0	$55.9 Billion 24.87% of portfolio	98,395	Q2 2025 Reduced 2.87%
IGRO Ishares Tr International Divid ETFs	$0	$30.4 Billion 13.52% of portfolio	385,143	Q2 2025 Added 20.13%
QQQ Invesco Qqq Trust, Series 1 ETFs	$0	$27.5 Billion 12.22% of portfolio	49,788	Q2 2025 Added 4.31%
VO Vanguard Mid Cap ETF ETFs	$0	$15.2 Billion 6.75% of portfolio	54,191	Q2 2025 Reduced 13.55%
VB Vanguard Small Cap ETF ETFs	$0	$14.1 Billion 6.28% of portfolio	59,562	Q2 2025 Reduced 4.75%
STIP Ishares Barclays 0 5 Year Tips ETFs	$0	$13.3 Billion 5.92% of portfolio	129,326	Q2 2025 Added 5.53%
VTV Vanguard Value ETF ETFs	$0	$12.9 Billion 5.75% of portfolio	73,154	Q2 2025 Added 4.22%
RDVY First Trust Rising Dividend Ac ETFs	$0	$10.4 Billion 4.61% of portfolio	165,184	Q2 2025 Added 4.51%
SMH Vaneck ETF Tr Semiconductor Et ETFs	$0	$6.93 Billion 3.09% of portfolio	24,867	Q2 2025 New
PTRB Pgim ETF Tr Total Return Bd Et ETFs	$0	$6.61 Billion 2.94% of portfolio	157,969	Q2 2025 Added 5.65%
FMHI First Tr ETF Iii Municipal Hig ETFs	$0	$2.76 Billion 1.23% of portfolio	59,098	Q2 2025 New
HYMB Spdr Nuveen Bloomberg High Yie ETFs	$0	$2.74 Billion 1.22% of portfolio	110,752	Q2 2025 New
YLD Principal Exchange Traded Fds ETFs	$0	$1.84 Billion 0.82% of portfolio	94,855	Q2 2025 New
SPY Spdr S&P 500 ETF Trust ETFs	$0	$1.19 Billion 0.53% of portfolio	1,924	Q2 2025 Added 22.39%
SPLG Spdr Portfolio S&P 500 ETF (Ma ETFs	$0	$406 Million 0.18% of portfolio	5,592	Q2 2025 Reduced 27.8%
SPSB Spdr Portfolio Short Term Corp ETFs	$0	$362 Million 0.16% of portfolio	11,974	Q2 2025 Reduced 11.18%
PFRL Pgim ETF Tr Fltg Rate Income E ETFs	$0	$255 Million 0.11% of portfolio	5,077	Q2 2025 Reduced 8.67%
IVV Ishares Core S&P 500 ETF ETFs	$0	$229 Million 0.1% of portfolio	368	Q2 2025 Added 0.27%
DVY Ishares Tr ETFs	$0	$212 Million 0.09% of portfolio	1,594	Q2 2025 Added 0.69%

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

Track This Portfolio

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.

Account