Dhjj Financial Advisors, Ltd. Portfolio Holdings

Dhjj Financial Advisors, Ltd.

  • $226 Million
  • Q3 2024

Dhjj Financial Advisors, Ltd. has filed its 13F form on October 22, 2024 for Q3 2024 where it was disclosed a total value porftolio of $226 Million distributed in 880 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 $28.6M, Ishares Core S&P Mid Cap ETF with a value of $19.6M, Schwab Strategic Tr Us Dividen with a value of $10.6M, Schwab Strategic Tr Us Large C with a value of $9.07M, and Ishares Russell 2000 ETF with a value of $7.49M.

Examining the 13F form we can see an increase of $12M in the current position value, from $214M to 226M.

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

Portfolio value $226 Million
ETFs: $197 Million
Industrials: $5.53 Million
Technology: $4.92 Million
Consumer Cyclical: $3.47 Million
Financial Services: $2.94 Million
Healthcare: $1.72 Million
Communication Services: $1.3 Million
Consumer Defensive: $1.06 Million
Other: $847,000

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$46.1B
$17,000 0.01% of portfolio
195
Q3 2023 New
$5.14B
$13,000 0.01% of portfolio
260
Q3 2023 New
$47.6B
$28,000 0.01% of portfolio
234
Q3 2023 New
$76.5B
$29,000 0.01% of portfolio
55
Q3 2023 New
$7.66B
$24,000 0.01% of portfolio
177
Q3 2023 New
$69.1B
$29,000 0.01% of portfolio
358
Q2 2024 Added 0.28%
$223B
$25,000 0.01% of portfolio
150
Q3 2024 Reduced 20.63%
$200B
$30,000 0.01% of portfolio
139
Q3 2023 New
$107B
$32,000 0.01% of portfolio
256
Q3 2023 New
$115B
$19,000 0.01% of portfolio
215
Q3 2023 New
$71B
$13,000 0.01% of portfolio
100
Q3 2024 Reduced 28.06%
$156B
$28,000 0.01% of portfolio
30
Q3 2023 New
$96.6B
$26,000 0.01% of portfolio
50
Q3 2023 New
$10.9B
$30,000 0.01% of portfolio
445
Q3 2023 New
$32B
$12,000 0.01% of portfolio
232
Q3 2023 New
$88.3B
$19,000 0.01% of portfolio
165
Q1 2024 Reduced 8.33%
$29.2B
$14,000 0.01% of portfolio
239
Q3 2023 New
$149B
$27,000 0.01% of portfolio
112
Q3 2023 New
$46.3B
$31,000 0.01% of portfolio
220
Q3 2023 New
$4.55B
$26,000 0.01% of portfolio
500
Q3 2023 New
$172B
$27,000 0.01% of portfolio
99
Q3 2023 New
$82.3B
$24,000 0.01% of portfolio
110
Q3 2023 New
$2.16B
$31,000 0.01% of portfolio
940
Q3 2023 New
$135B
$30,000 0.01% of portfolio
481
Q3 2023 New
$191B
$30,000 0.01% of portfolio
737
Q4 2023 Reduced 1.07%
$12.9B
$14,000 0.01% of portfolio
190
Q3 2023 New
$29.6B
$12,000 0.01% of portfolio
150
Q3 2023 New
$34.9B
$15,000 0.01% of portfolio
153
Q3 2023 New
$41B
$33,000 0.01% of portfolio
741
Q3 2023 New
$44B
$13,000 0.01% of portfolio
227
Q3 2023 New
$80B
$12,000 0.01% of portfolio
43
Q3 2024 Added 760.0%
$91.1B
$15,000 0.01% of portfolio
483
Q3 2023 New
$57.8B
$14,000 0.01% of portfolio
204
Q3 2023 New
$178B
$27,000 0.01% of portfolio
223
Q3 2024 Reduced 3.88%
$44.2B
$16,000 0.01% of portfolio
1,547
Q2 2024 Added 0.85%
$32.5B
$15,000 0.01% of portfolio
156
Q3 2023 New
$0
$18,000 0.01% of portfolio
938
Q3 2023 New
$13.1B
$18,000 0.01% of portfolio
750
Q3 2023 New
$57.5B
$27,000 0.01% of portfolio
174
Q3 2023 New
$113B
$18,000 0.01% of portfolio
223
Q3 2023 New
$39B
$15,000 0.01% of portfolio
235
Q3 2023 New
$102B
$18,000 0.01% of portfolio
361
Q3 2023 New
$12.1B
$24,000 0.01% of portfolio
156
Q4 2023 Reduced 22.0%
$14.7B
$32,000 0.01% of portfolio
516
Q3 2023 New
$225B
$31,000 0.01% of portfolio
116
Q3 2024 Reduced 29.7%
$83.2B
$17,000 0.01% of portfolio
388
Q2 2024 Added 0.26%
$22.5B
$0 0.0% of portfolio
6
Q3 2023 New
$142B
$0 0.0% of portfolio
2
Q3 2023 New
$61.5B
$11,000 0.0% of portfolio
50
Q1 2024 Reduced 44.44%

Summary

  • Portfolio
  • No. of Stocks 880
  • Current Value $226 Million
  • Prior Value $214 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 22, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 56 stocks
  • Additional Purchases 95 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 143 stocks
Track This Portfolio

Track Dhjj Financial Advisors, Ltd. Portfolio

Follow Dhjj Financial Advisors, Ltd. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Dhjj Financial Advisors, Ltd., based on Form 13F filings with the SEC.

News

Stay updated on Dhjj Financial Advisors, Ltd. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email