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 Market Cap. of $10 Billions to $200 Billions
