Dhjj Financial Advisors, Ltd. Purchases in Q2 2025

Dhjj Financial Advisors, Ltd.

  • $242 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
JOET
Virtus ETF Tr Ii Virtus Terran

ETFs
51
+ 1.82%
$32.81 - $40.53 $1.67K - $2.07K
2.85K $115K
PFE
Pfizer Inc

Healthcare
605
+ 44.68%
$21.59 - $24.84 $13.1K - $15K
1.96K $47K
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
27
+ 2.13%
$70.44 - $86.87 $1.9K - $2.35K
1.29K $112K
RSP
Invesco S&P 500 Equal Weight E

ETFs
36
+ 8.63%
$152.93 - $181.74 $5.51K - $6.54K
453 $82K
COST
Costco Wholesale Corp

Consumer Defensive
4
+ 3.23%
$908.13 - $1056.85 $3.63K - $4.23K
128 $126K
ZBH
Zimmer Biomet Holdings, Inc.

Healthcare
107
New
$90.21 - $112.66 $9.65K - $12.1K
107 $9K
OEF
Ishares S&P 100 ETF

ETFs
34
+ 23.45%
N/A
179 $47K
ARKG
Ark Genomic Revolution ETF (De

ETFs
304
New
$18.34 - $24.56 $5.58K - $7.47K
304 $7K
MDLZ
Mondelez International, Inc.

Consumer Defensive
102
+ 20.77%
$63.54 - $68.5 $6.48K - $6.99K
593 $39K
GILD
Gilead Sciences, Inc.

Healthcare
54
+ 24.22%
$96.91 - $113.0 $5.23K - $6.1K
277 $30K
VZ
Verizon Communications Inc

Communication Services
168
+ 32.43%
$41.67 - $45.62 $7K - $7.66K
686 $29K
DGRO
Ishares Core Dividend Growth E

ETFs
83
New
$55.22 - $63.94 $4.58K - $5.31K
83 $5K
BMY
Bristol Myers Squibb CO

Healthcare
267
+ 51.95%
$44.12 - $59.6 $11.8K - $15.9K
781 $36K
U
Unity Software Inc.

Technology
200
New
$16.75 - $26.24 $3.35K - $5.25K
200 $4K
RPG
Invesco Exchange Traded Fd Tr

ETFs
104
New
$33.86 - $45.77 $3.52K - $4.76K
104 $4K
APP
App Lovin Corp

Technology
13
New
$219.37 - $417.89 $2.85K - $5.43K
13 $4K
CHKP
Check Point Software Technologies LTD

Technology
22
New
$204.26 - $233.47 $4.49K - $5.14K
22 $4K
CB
Chubb LTD

Financial Services
15
+ 1500.0%
$274.32 - $302.46 $4.11K - $4.54K
16 $4K
GRMN
Garmin LTD

Technology
20
New
$173.63 - $218.07 $3.47K - $4.36K
20 $4K
IWP
Ishares Russell Mid Cap Growth

ETFs
1
+ 0.48%
$104.34 - $138.68 $104 - $139
208 $28K
XLG
Invesco Exchange Traded Fd Tr

ETFs
45
+ 45.0%
$40.94 - $52.1 $1.84K - $2.34K
145 $7K
IOT
Samsara Inc.

Technology
100
New
$33.46 - $47.74 $3.35K - $4.77K
100 $3K
KO
Coca Cola CO

Consumer Defensive
61
+ 8.71%
$68.37 - $73.9 $4.17K - $4.51K
761 $53K
FAST
Fastenal CO

Industrials
94
New
$40.65 - $83.16 $3.82K - $7.82K
94 $3K
HYLS
First Tr Tactical High Yield L

ETFs
5
+ 0.18%
$39.8 - $41.84 $199 - $209
2.73K $114K
ISRG
Intuitive Surgical Inc

Healthcare
5
+ 250.0%
$451.58 - $565.94 $2.26K - $2.83K
7 $3K
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
75
+ 312.5%
$43.28 - $50.37 $3.25K - $3.78K
99 $4K
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
100
+ 1111.11%
$15.5 - $20.28 $1.55K - $2.03K
109 $2K
LQD
Ishares Iboxx $ Investment Gra

ETFs
25
New
$105.23 - $109.61 $2.63K - $2.74K
25 $2K
BRO
Brown & Brown, Inc.

Financial Services
20
New
$104.48 - $124.43 $2.09K - $2.49K
20 $2K
FIDU
Fidelity Covington Tr Msci Ind

ETFs
22
+ 48.89%
$60.99 - $77.53 $1.34K - $1.71K
67 $5K
TLT
Ishares Barclays 20+ Year Trea

ETFs
40
+ 15.09%
$83.97 - $92.85 $3.36K - $3.71K
305 $26K
KD
Kyndryl Holdings, Inc.

Technology
12
+ 92.31%
$27.77 - $41.96 $333 - $504
25 $1K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
1
+ 1.47%
$60.34 - $74.89 $60.3 - $74.9
69 $5K
UNM
Unum Group

Financial Services
23
New
$70.48 - $82.91 $1.62K - $1.91K
23 $1K
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
1
+ 4.0%
$65.84 - $80.81 $65.8 - $80.8
26 $2K
AEM
Agnico Eagle Mines LTD

Basic Materials
11
New
$99.48 - $124.46 $1.09K - $1.37K
11 $1K
ZECP
Zacks Tr Earnings Constant Por

ETFs
25
+ 100.0%
$27.11 - $31.91 $678 - $798
50 $1K
PHB
Invesco Fd Tr Ii Fundamental H

ETFs
7
+ 0.22%
$17.5 - $18.46 $123 - $129
3.19K $58K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
5
+ 55.56%
$160.22 - $209.35 $801 - $1.05K
14 $2K
First Tr Exchng Traded Fd Vi
1K
+ 53.21%
N/A
2.89K $0
First Tr Exchng Traded Fd Vi
2.78K
+ 25.93%
N/A
13.5K $0
First Tr Exchng Traded Fd Vi
982
+ 27.04%
N/A
4.61K $0
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
2
+ 2.17%
$32.66 - $40.75 $65.3 - $81.5
94 $3K
XSEP
Frst Tr Ex Trd Viii Cboe Vest
261
+ 13.15%
N/A
2.25K $0
IBND
Spdr Bloomberg International C

ETFs
10
New
$29.46 - $32.59 $295 - $326
10 $0
First Tr Exchng Traded Fd Vi
135
+ 1.96%
N/A
7.04K $0
First Tr Exchng Traded Fd Vi
271
+ 7.35%
N/A
3.96K $0
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
5
+ 0.79%
$18.94 - $21.67 $94.7 - $108
637 $13K
Activity Summary
Buys All Purchases 225 New Holdings 65 Increased Positions 160 Sells All Sells 144 Reductions 144 Sold out 0 Options Calls 0 Puts 0
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