Dhjj Financial Advisors, Ltd. Portfolio Holdings

Dhjj Financial Advisors, Ltd.

  • $229 Million
  • Q4 2024

Dhjj Financial Advisors, Ltd. has filed its 13F form on January 29, 2025 for Q4 2024 where it was disclosed a total value porftolio of $229 Million distributed in 899 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 $29.6M, Ishares Core S&P Mid Cap ETF with a value of $19.3M, Schwab Strategic Tr Us Dividen with a value of $10.3M, Schwab Strategic Tr Us Large C with a value of $9.65M, and Ishares Russell 2000 ETF with a value of $7.47M.

Examining the 13F form we can see an increase of $3.48M in the current position value, from $226M to 229M.

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

Portfolio value $229 Million
ETFs: $201 Million
Technology: $5.28 Million
Industrials: $5.17 Million
Consumer Cyclical: $3.68 Million
Financial Services: $2.89 Million
Healthcare: $1.53 Million
Communication Services: $1.43 Million
Consumer Defensive: $1.09 Million
Other: $769,000

Stock Holdings Table ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$173,000 0.08% of portfolio
5,740
Q3 2024 Reduced 1.12%
$0
$183,000 0.08% of portfolio
2,285
Q3 2023 New
$0
$192,000 0.08% of portfolio
2,516
Q4 2023 Added 0.16%
$0
$188,000 0.08% of portfolio
4,043
Q3 2024 Added 68.25%
$0
$151,000 0.07% of portfolio
3,711
Q2 2024 Reduced 16.59%
$0
$151,000 0.07% of portfolio
3,440
Q4 2023 Added 0.03%
$0
$165,000 0.07% of portfolio
3,456
Q4 2024 Added 0.09%
$0
$151,000 0.07% of portfolio
2,683
Q4 2024 Added 0.83%
$0
$165,000 0.07% of portfolio
2,047
Q4 2024 Added 2.04%
$0
$161,000 0.07% of portfolio
4,675
Q3 2024 Reduced 6.12%
$0
$165,000 0.07% of portfolio
612
Q4 2024 Added 0.16%
$0
$149,000 0.07% of portfolio
3,871
Q3 2024 Reduced 4.91%
$0
$157,000 0.07% of portfolio
545
Q4 2024 Added 0.18%
$0
$166,000 0.07% of portfolio
4,886
Q3 2023 New
$0
$148,000 0.06% of portfolio
2,370
Q3 2023 New
$0
$130,000 0.06% of portfolio
3,253
Q4 2024 Reduced 1.75%
$0
$140,000 0.06% of portfolio
2,187
Q3 2024 Reduced 0.23%
$0
$128,000 0.06% of portfolio
4,051
Q4 2024 Added 0.05%
$0
$129,000 0.06% of portfolio
2,578
Q4 2024 Reduced 0.46%
$0
$113,000 0.05% of portfolio
1,898
Q4 2024 Reduced 22.72%
$0
$106,000 0.05% of portfolio
1,224
Q3 2023 New
$0
$124,000 0.05% of portfolio
3,013
Q4 2024 Reduced 1.86%
$0
$107,000 0.05% of portfolio
1,915
Q4 2024 Reduced 16.56%
$0
$104,000 0.05% of portfolio
4,795
Q3 2024 Reduced 14.6%
$0
$114,000 0.05% of portfolio
2,675
Q4 2024 Reduced 5.48%
$0
$120,000 0.05% of portfolio
4,073
Q4 2024 Added 100.44%
$0
$116,000 0.05% of portfolio
916
Q4 2024 Added 0.11%
$0
$121,000 0.05% of portfolio
2,765
Q4 2024 Added 0.18%
$0
$83,000 0.04% of portfolio
2,130
Q4 2024 Reduced 25.0%
$0
$90,000 0.04% of portfolio
1,193
Q4 2024 Reduced 2.53%
$0
$85,000 0.04% of portfolio
2,810
Q3 2024 Reduced 6.64%
$0
$87,000 0.04% of portfolio
1,516
Q2 2024 Added 3.13%
$0
$94,000 0.04% of portfolio
2,660
Q4 2024 Reduced 6.21%
$0
$102,000 0.04% of portfolio
2,718
Q4 2024 Added 1.8%
$0
$94,000 0.04% of portfolio
2,175
Q3 2024 Reduced 22.6%
$0
$99,000 0.04% of portfolio
2,460
Q4 2024 Reduced 29.41%
$0
$99,000 0.04% of portfolio
798
Q3 2023 New
$0
$85,000 0.04% of portfolio
429
Q4 2024 Reduced 2.94%
$0
$88,000 0.04% of portfolio
1,826
Q3 2024 Reduced 27.71%
$0
$58,000 0.03% of portfolio
1,543
Q2 2024 Reduced 17.84%
$3.88B
$79,000 0.03% of portfolio
3,165
Q4 2024 Reduced 20.88%
$0
$64,000 0.03% of portfolio
1,209
Q3 2023 New
$0
$67,000 0.03% of portfolio
197
Q4 2024 Added 97.0%
$0
$69,000 0.03% of portfolio
1,036
Q4 2024 Added 42.11%
$0
$64,000 0.03% of portfolio
798
Q3 2023 New
$0
$68,000 0.03% of portfolio
1,730
Q4 2024 Reduced 44.37%
$0
$65,000 0.03% of portfolio
1,525
Q3 2023 Reduced 89.68%
$0
$60,000 0.03% of portfolio
3,322
Q4 2024 Added 0.3%
$0
$65,000 0.03% of portfolio
728
Q3 2023 New

Summary

  • Portfolio
  • No. of Stocks 899
  • Current Value $229 Million
  • Prior Value $226 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 29, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 36 stocks
  • Additional Purchases 103 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 137 stocks
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