Aj Advisors, LLC Portfolio Holdings

Aj Advisors, LLC

  • $195 Billion
  • Q1 2025

Aj Advisors, LLC has filed its 13F form on May 06, 2025 for Q1 2025 where it was disclosed a total value porftolio of $195 Billion distributed in 34 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 $52.1B, Ishares Tr International Divid with a value of $23.2B, Invesco Qqq Trust, Series 1 with a value of $22.4B, Vanguard Mid Cap ETF with a value of $16.2B, and Vanguard Small Cap ETF with a value of $13.9B.

Examining the 13F form we can see an increase of $2.63B in the current position value, from $193B to 195B.

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 $195 Billion
ETFs: $175 Billion
Financial Services: $3.73 Billion
Technology: $3.16 Billion
Consumer Cyclical: $1.23 Billion
Healthcare: $1.06 Billion
Consumer Defensive: $721 Million
Communication Services: $687 Million

Stock Holdings Table Market Cap. of $200 Billions or more

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$850B
$1.7 Billion 0.87% of portfolio
6,941
Q1 2025 Added 0.14%
$3.81T
$1.21 Billion 0.62% of portfolio
3,234
Q1 2025 Added 19.87%
$3.38T
$1.2 Billion 0.61% of portfolio
5,404
Q1 2025 Added 18.85%
$631B
$1.13 Billion 0.58% of portfolio
2,122
Q1 2025 Added 136.83%
$1.07T
$687 Million 0.35% of portfolio
4,445
Q1 2025 Added 22.15%
$2.28T
$657 Million 0.34% of portfolio
3,453
Q1 2025 Added 3.69%
$572B
$588 Million 0.3% of portfolio
1,677
Q1 2025 Added 3.9%
$368B
$576 Million 0.29% of portfolio
1,572
Q1 2025 Added 7.38%
$369B
$509 Million 0.26% of portfolio
2,987
Q1 2025 Added 0.88%
$253B
$462 Million 0.24% of portfolio
1,859
Q1 2025 Added 0.65%
$269B
$371 Million 0.19% of portfolio
708
Q1 2025 Added 7.27%
$530B
$312 Million 0.16% of portfolio
570
Q1 2025 Added 10.47%
$431B
$286 Million 0.15% of portfolio
2,639
Q1 2025 Added 10.93%
$724B
$261 Million 0.13% of portfolio
316
Q1 2025 New
$422B
$212 Million 0.11% of portfolio
224
Q1 2025 New

Summary

  • Portfolio
  • No. of Stocks 34
  • Current Value $195 Billion
  • Prior Value $193 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 06, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 4 stocks
  • Additional Purchases 28 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 2 stocks
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