Dhjj Financial Advisors, Ltd. Portfolio Holdings

Dhjj Financial Advisors, Ltd.

  • $256 Million
  • Q3 2025

Dhjj Financial Advisors, Ltd. has filed its 13F form on October 20, 2025 for Q3 2025 where it was disclosed a total value porftolio of $256 Million distributed in 1003 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Invesco Qqq Trust, Series 1 with a value of $34.3M, Ishares Core S&P Mid Cap ETF with a value of $19.9M, Schwab Strategic Tr Us Large C with a value of $10.7M, Schwab Strategic Tr Us Dividen with a value of $10.5M, and Ishares Russell 2000 ETF with a value of $8.25M.

Examining the 13F form we can see an increase of $14.2M in the current position value, from $242M to 256M.

Below you can find more details about Dhjj Financial Advisors, Ltd. portfolio as well as his latest detailed transactions.

Portfolio value $256 Million
ETFs: $222 Million
Technology: $9.56 Million
Industrials: $5.57 Million
Financial Services: $3.28 Million
Consumer Cyclical: $3.18 Million
Healthcare: $1.83 Million
Communication Services: $1.7 Million
Consumer Defensive: $1.18 Million
Other: $1.07 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$34.3 Million 13.39% of portfolio
57,192
Q3 2025 Added 0.5%
$0
$19.9 Million 7.74% of portfolio
304,260
Q3 2025 Reduced 0.44%
$0
$10.7 Million 4.16% of portfolio
334,546
Q3 2025 Reduced 0.8%
$0
$10.5 Million 4.09% of portfolio
384,102
Q3 2025 Added 0.23%
$0
$8.25 Million 3.22% of portfolio
34,092
Q3 2025 Added 3.28%
$0
$8.13 Million 3.17% of portfolio
160,183
Q3 2025 Added 8.9%
$0
$7.33 Million 2.86% of portfolio
69,843
Q3 2025 Added 3.35%
$0
$7.34 Million 2.86% of portfolio
15,661
Q3 2025 Reduced 4.17%
$0
$6.03 Million 2.35% of portfolio
33,121
Q3 2025 Reduced 0.16%
$0
$5.94 Million 2.32% of portfolio
200,375
Q3 2025 Added 1.57%
$0
$4.78 Million 1.87% of portfolio
7,181
Q3 2025 Reduced 1.12%
$4.3T
$3.94 Million 1.53% of portfolio
15,454
Q3 2025 Reduced 3.41%
$0
$3.76 Million 1.47% of portfolio
134,713
Q3 2025 Reduced 0.67%
$0
$3.71 Million 1.45% of portfolio
159,265
Q3 2025 Added 0.95%
$0
$3.64 Million 1.42% of portfolio
78,706
Q3 2025 Reduced 41.19%
$0
$3.37 Million 1.31% of portfolio
63,464
Q3 2025 Reduced 0.6%
$0
$3.25 Million 1.27% of portfolio
48,353
Q3 2025 Added 185.4%
$0
$3.25 Million 1.27% of portfolio
61,394
Q3 2025 Reduced 1.68%
$0
$3.16 Million 1.23% of portfolio
122,956
Q3 2025 Added 4.23%
$0
$3.1 Million 1.21% of portfolio
85,342
Q3 2025 Added 21.27%
$0
$2.99 Million 1.17% of portfolio
29,011
Q3 2025 Added 1.79%
$0
$2.38 Million 0.93% of portfolio
25,437
Q3 2025 Reduced 41.67%
$0
$2.37 Million 0.92% of portfolio
51,422
Q3 2025 Reduced 3.02%
$291B
$2.32 Million 0.9% of portfolio
4,855
Q3 2025 Reduced 1.2%
$0
$2.29 Million 0.89% of portfolio
25,762
Q3 2025 Added 1.32%
$0
$2.09 Million 0.82% of portfolio
49,314
Q3 2025 Added 0.72%
$0
$2.01 Million 0.78% of portfolio
20,385
Q3 2025 Added 0.05%
$0
$1.74 Million 0.68% of portfolio
36,043
Q3 2025 Added 2.5%
$465B
$1.68 Million 0.65% of portfolio
8,987
Q3 2025 Added 0.18%
$0
$1.64 Million 0.64% of portfolio
49,156
Q3 2025 Added 2.68%
$0
$1.59 Million 0.62% of portfolio
13,384
Q3 2025 Reduced 2.07%
$0
$1.49 Million 0.58% of portfolio
38,214
Q3 2025 Reduced 0.26%
$0
$1.4 Million 0.55% of portfolio
11,186
Q3 2025 Reduced 0.97%
$0
$1.41 Million 0.55% of portfolio
5,056
Q3 2025 Reduced 2.22%
$68.7B
$1.4 Million 0.55% of portfolio
16,785
Q3 2025 Added 0.01%
$0
$1.37 Million 0.53% of portfolio
35,693
Q3 2025 Reduced 0.1%
$0
$1.35 Million 0.53% of portfolio
6,330
Q3 2025 Reduced 1.26%
$139B
$1.18 Million 0.46% of portfolio
3,580
Q3 2025 Reduced 1.59%
$0
$1.18 Million 0.46% of portfolio
3,228
Q3 2025 Added 0.03%
$0
$1.13 Million 0.44% of portfolio
22,853
Q3 2025 Added 6.95%
$0
$1.12 Million 0.44% of portfolio
3,489
Q3 2024 Reduced 60.33%
$0
$1.11 Million 0.43% of portfolio
25,741
Q3 2025 Added 0.19%
$0
$1.08 Million 0.42% of portfolio
15,164
Q3 2025 Reduced 0.36%
$0
$1.04 Million 0.41% of portfolio
22,165
Q3 2025 Reduced 0.34%
$224B
$1.06 Million 0.41% of portfolio
3,484
Q3 2025 Reduced 1.02%
$0
$1.01 Million 0.39% of portfolio
1,645
Q3 2025 Added 5.52%
$0
$949,000 0.37% of portfolio
16,706
Q3 2025 Reduced 5.08%
$3.78T
$944,000 0.37% of portfolio
1,824
Q3 2025 Reduced 0.33%
$0
$912,000 0.36% of portfolio
18,056
Q3 2025 Added 9.58%

Summary

  • Portfolio
  • No. of Stocks 1,003
  • Current Value $256 Million
  • Prior Value $242 Million
  • Filing
  • Period Q3 2025
  • Filing Date October 20, 2025
  • Form Type 13F-HR
  • Activity in Q3 2025
  • New Purchases 57 stocks
  • Additional Purchases 130 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 158 stocks
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