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.
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
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