Aj Advisors, LLC Portfolio Holdings

Aj Advisors, LLC

  • $271 Billion
  • Q4 2025

Aj Advisors, LLC has filed its 13F form on January 20, 2026 for Q4 2025 where it was disclosed a total value porftolio of $271 Billion distributed in 35 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 $65.5B, Ishares Tr International Divid with a value of $35.5B, Invesco Qqq Trust, Series 1 with a value of $32.2B, Vanguard Mid Cap ETF with a value of $17.2B, and Vanguard Small Cap ETF with a value of $16.5B.

Examining the 13F form we can see an increase of $26.5B in the current position value, from $244B to 271B.

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 $271 Billion
ETFs: $245 Billion
Technology: $3.06 Billion
Financial Services: $2.92 Billion
Consumer Cyclical: $1.33 Billion
Communication Services: $1.15 Billion
Healthcare: $694 Million
Consumer Defensive: $250 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 35
  • Current Value $271 Billion
  • Prior Value $244 Billion
  • Filing
  • Period Q4 2025
  • Filing Date January 20, 2026
  • Form Type 13F-HR
  • Activity in Q4 2025
  • New Purchases 3 stocks
  • Additional Purchases 21 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 10 stocks
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