Dhjj Financial Advisors, Ltd. Incresed Positions in Q2 2025

Dhjj Financial Advisors, Ltd.

  • $242 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
OTIS
Otis Worldwide Corp

Industrials
591
+ 2037.93%
$90.88 - $104.3 $53.7K - $61.6K
620 $61K
XLF
Financial Sector Spdr

ETFs
966
+ 52.9%
$43.92 - $52.37 $42.4K - $50.6K
2.79K $146K
XLP
Consumer Staples Sector Spdr

ETFs
720
+ 174.33%
N/A
1.13K $86K
KJUL
Innovator U.S. Small Cap Power

Technology
857
+ 3.57%
$25.96 - $29.2 $22.2K - $25K
24.9K $726K
FNDA
Schwab Fundamental U S Small C

ETFs
1.52K
+ 38.4%
$23.85 - $28.69 $36.1K - $43.5K
5.46K $156K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
478
+ 1.71%
$90.85 - $102.31 $43.4K - $48.9K
28.5K $2.87M
YMAR
First Tr Ex Tr Viii Cboe Vest
1.15K
+ 12.5%
$22.43 - $25.58 $25.8K - $29.4K
10.4K $264K
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
473
+ 36.08%
$59.24 - $71.39 $28K - $33.8K
1.78K $127K
IEFA
Ishares Tr

ETFs
437
+ 75.34%
$67.83 - $84.09 $29.6K - $36.7K
1.02K $84K
FAPR
First Ex Tr Fd Viii Ft Cboe Ve

ETFs
653
+ 6.69%
$37.32 - $42.19 $24.4K - $27.6K
10.4K $439K
BUFG
Ft Exch Trd Fd Viii Cboe Vest

ETFs
31
+ 0.15%
$21.9 - $25.54 $679 - $792
20.7K $527K
BUFB
Innovator Etfs Tr Laddered Fd

ETFs
1.03K
+ 170.25%
$28.75 - $33.88 $29.6K - $34.9K
1.64K $55K
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
512
+ 51200.0%
$40.51 - $71.03 $20.7K - $36.4K
513 $36K
VO
Vanguard Mid Cap ETF

ETFs
49
+ 6.26%
$228.54 - $279.83 $11.2K - $13.7K
832 $232K
IEMG
Ishares Inc

ETFs
544
+ 45.0%
N/A
1.75K $94K
XJUN
Ft Exch Trd Fd Viii Cboe Vest

ETFs
493
+ 13.83%
$35.8 - $41.07 $17.6K - $20.2K
4.06K $166K
XLK
Technology Sector Spdr

ETFs
106
+ 1514.29%
$179.73 - $253.23 $19.1K - $26.8K
113 $28K
ONEQ
Fidelity Nasdaq Composite Inde

ETFs
319
+ 531.67%
$60.22 - $80.1 $19.2K - $25.6K
379 $30K
VV
Vanguard Large Cap ETF

ETFs
25
+ 4.17%
$228.25 - $285.3 $5.71K - $7.13K
625 $178K
CTVA
Corteva, Inc.

Basic Materials
300
+ 132.16%
$55.52 - $74.53 $16.7K - $22.4K
527 $39K
C
Citigroup Inc

Financial Services
253
+ 157.14%
$58.13 - $85.12 $14.7K - $21.5K
414 $35K
AMGN
Amgen Inc

Healthcare
99
+ 44.8%
$262.28 - $309.85 $26K - $30.7K
320 $89K
SCHP
Schwab Strategic Us Tips ETF

ETFs
748
+ 1206.45%
$26.18 - $26.93 $19.6K - $20.1K
810 $21K
FOCT
First Tr Ex Trad Fd Viii Cboe

ETFs
10
+ 0.18%
$38.29 - $44.77 $383 - $448
5.68K $254K
CMCSA
Comcast Corp

Communication Services
484
+ 71.07%
$32.84 - $36.72 $15.9K - $17.8K
1.17K $41K
JOET
Virtus ETF Tr Ii Virtus Terran

ETFs
51
+ 1.82%
$32.81 - $40.9 $1.67K - $2.09K
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
OEF
Ishares S&P 100 ETF

ETFs
34
+ 23.45%
N/A
179 $47K
COST
Costco Wholesale Corp

Consumer Defensive
4
+ 3.23%
$908.13 - $1056.85 $3.63K - $4.23K
128 $126K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1
+ 0.11%
$114.78 - $133.31 $115 - $133
917 $122K
GILD
Gilead Sciences, Inc.

Healthcare
54
+ 24.22%
$96.91 - $113.0 $5.23K - $6.1K
277 $30K
MDLZ
Mondelez International, Inc.

Consumer Defensive
102
+ 20.77%
$63.54 - $68.5 $6.48K - $6.99K
593 $39K
VZ
Verizon Communications Inc

Communication Services
168
+ 32.43%
$41.67 - $45.62 $7K - $7.66K
686 $29K
BMY
Bristol Myers Squibb CO

Healthcare
267
+ 51.95%
$44.12 - $59.6 $11.8K - $15.9K
781 $36K
IWP
Ishares Russell Mid Cap Growth

ETFs
1
+ 0.48%
$104.34 - $138.68 $104 - $139
208 $28K
CB
Chubb LTD

Financial Services
15
+ 1500.0%
$274.32 - $302.46 $4.11K - $4.54K
16 $4K
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
75
+ 312.5%
$43.28 - $50.37 $3.25K - $3.78K
99 $4K
KO
Coca Cola CO

Consumer Defensive
61
+ 8.71%
$68.37 - $73.9 $4.17K - $4.51K
761 $53K
XLG
Invesco Exchange Traded Fd Tr

ETFs
45
+ 45.0%
$40.94 - $52.1 $1.84K - $2.34K
145 $7K
ISRG
Intuitive Surgical Inc

Healthcare
5
+ 250.0%
$451.58 - $565.94 $2.26K - $2.83K
7 $3K
HYLS
First Tr Tactical High Yield L

ETFs
5
+ 0.18%
$39.8 - $41.84 $199 - $209
2.73K $114K
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
100
+ 1111.11%
$15.5 - $20.28 $1.55K - $2.03K
109 $2K
TLT
Ishares Barclays 20+ Year Trea

ETFs
40
+ 15.09%
$83.97 - $92.85 $3.36K - $3.71K
305 $26K
FIDU
Fidelity Covington Tr Msci Ind

ETFs
22
+ 48.89%
$60.99 - $77.53 $1.34K - $1.71K
67 $5K
PHB
Invesco Fd Tr Ii Fundamental H

ETFs
7
+ 0.22%
$17.5 - $18.46 $123 - $129
3.19K $58K
ZECP
Zacks Tr Earnings Constant Por

ETFs
25
+ 100.0%
$27.11 - $31.91 $678 - $798
50 $1K
SPTM
Spdr Portfolio S&P 1500 Compos

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