Dhjj Financial Advisors, Ltd. Portfolio Holdings

Dhjj Financial Advisors, Ltd.

  • $242 Million
  • Q2 2025

Dhjj Financial Advisors, Ltd. has filed its 13F form on July 21, 2025 for Q2 2025 where it was disclosed a total value porftolio of $242 Million distributed in 977 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 $31.4M, Ishares Core S&P Mid Cap ETF with a value of $19M, Schwab Strategic Tr Us Dividen with a value of $10.2M, Schwab Strategic Tr Us Large C with a value of $9.85M, and Jp Morgan ETF Tr Ultra Short I with a value of $7.45M.

Examining the 13F form we can see an increase of $23.5M in the current position value, from $219M to 242M.

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

Portfolio value $242 Million
ETFs: $210 Million
Technology: $8.31 Million
Industrials: $5.39 Million
Consumer Cyclical: $3.18 Million
Financial Services: $3.03 Million
Healthcare: $1.69 Million
Communication Services: $1.5 Million
Consumer Defensive: $1.23 Million
Other: $1.06 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.38T
$3.28 Million 1.35% of portfolio
15,999
Q2 2025 Added 62.62%
$221B
$1.91 Million 0.79% of portfolio
4,914
Q1 2025 Added 0.02%
$72.6B
$1.69 Million 0.7% of portfolio
16,783
Q2 2025 Reduced 0.72%
$431B
$1.42 Million 0.58% of portfolio
8,971
Q2 2025 Added 1,159.97%
$221B
$1.03 Million 0.42% of portfolio
3,520
Q2 2025 Reduced 1.62%
$116B
$1 Million 0.41% of portfolio
3,638
Q2 2025 Reduced 0.36%
$3.81T
$910,000 0.38% of portfolio
1,830
Q2 2025 Added 12.0%
$2.28T
$824,000 0.34% of portfolio
3,756
Q2 2025 Added 13.96%
$1.62T
$630,000 0.26% of portfolio
854
Q1 2025 Reduced 3.83%
$850B
$539,000 0.22% of portfolio
1,860
Q2 2025 Reduced 0.16%
$33.2B
$470,000 0.19% of portfolio
1,535
Q2 2025 Reduced 12.29%
$671B
$461,000 0.19% of portfolio
2,109
Q2 2025 Added 21.07%
$530B
$464,000 0.19% of portfolio
827
Q2 2025 Added 21.44%
$207B
$358,000 0.15% of portfolio
4,532
Q2 2025 Reduced 2.83%
$368B
$364,000 0.15% of portfolio
995
Q2 2025 Reduced 0.4%
$67.2B
$329,000 0.14% of portfolio
7,292
Q4 2024 Reduced 28.16%
$0
$319,000 0.13% of portfolio
6,799
Q2 2025 Reduced 7.05%
$1.12T
$292,000 0.12% of portfolio
1,651
Q2 2025 Reduced 0.3%
$1.07T
$296,000 0.12% of portfolio
1,680
Q1 2025 Reduced 7.69%
$338B
$290,000 0.12% of portfolio
1,566
Q2 2025 Added 0.19%
$91.9B
$255,000 0.11% of portfolio
3,601
Q2 2025 Reduced 0.11%
$426B
$267,000 0.11% of portfolio
1,752
Q1 2025 Reduced 2.12%
$44.6B
$224,000 0.09% of portfolio
1,603
Q2 2025 Reduced 0.12%
$223B
$178,000 0.07% of portfolio
1,223
Q2 2025 Added 448.43%
$79.5B
$158,000 0.07% of portfolio
1,262
Q2 2025 Reduced 0.24%
$369B
$178,000 0.07% of portfolio
1,120
Q4 2024 Reduced 0.8%
$724B
$162,000 0.07% of portfolio
208
Q2 2025 New
$296B
$151,000 0.06% of portfolio
1,058
Q2 2025 Added 159.95%
$284B
$138,000 0.06% of portfolio
538
Q2 2025 Added 35.52%
$171B
$148,000 0.06% of portfolio
281
Q3 2023 New
$25.1B
$140,000 0.06% of portfolio
301
Q2 2025 Reduced 7.38%
$1.48B
$140,000 0.06% of portfolio
2,500
Q2 2025 New
$253B
$152,000 0.06% of portfolio
519
Q2 2025 Added 273.38%
$123B
$111,000 0.05% of portfolio
240
Q2 2025 Added 23,900.0%
$422B
$126,000 0.05% of portfolio
128
Q2 2025 Added 3.23%
$36.6B
$116,000 0.05% of portfolio
478
Q1 2025 Reduced 2.85%
$8.1B
$128,000 0.05% of portfolio
1,033
Q3 2024 Added 111.68%
$88.1B
$119,000 0.05% of portfolio
348
Q3 2023 New
$223B
$127,000 0.05% of portfolio
1,026
Q2 2025 Reduced 3.02%
$56.9B
$120,000 0.05% of portfolio
320
Q3 2023 New
$151B
$124,000 0.05% of portfolio
245
Q3 2023 New
$27.3B
$113,000 0.05% of portfolio
1,000
Q2 2025 New
$178B
$98,000 0.04% of portfolio
330
Q3 2023 New
$211B
$102,000 0.04% of portfolio
750
Q3 2023 New
$105B
$89,000 0.04% of portfolio
410
Q3 2023 New
$280B
$87,000 0.04% of portfolio
1,260
Q4 2024 Added 5.44%
$64.3B
$101,000 0.04% of portfolio
1,392
Q2 2025 Added 2,259.32%
$241B
$107,000 0.04% of portfolio
152
Q3 2023 New
$21.7B
$85,000 0.04% of portfolio
150
Q3 2023 New

Summary

  • Portfolio
  • No. of Stocks 977
  • Current Value $242 Million
  • Prior Value $219 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 21, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 65 stocks
  • Additional Purchases 160 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 144 stocks
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