Dhjj Financial Advisors, Ltd. has filed its 13F form on October 20, 2025 for Q3 2025 where it was disclosed a total value porftolio of $256 Million distributed in 1003 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 $34.3M, Ishares Core S&P Mid Cap ETF with a value of $19.9M, Schwab Strategic Tr Us Large C with a value of $10.7M, Schwab Strategic Tr Us Dividen with a value of $10.5M, and Ishares Russell 2000 ETF with a value of $8.25M.
Examining the 13F form we can see an increase of $14.2M in the current position value, from $242M to 256M.
Below you can find more details about Dhjj Financial Advisors, Ltd. portfolio as well as his latest detailed transactions.
Portfolio value
$256 Million
ETFs: $222 Million
Technology: $9.56 Million
Industrials: $5.57 Million
Financial Services: $3.28 Million
Consumer Cyclical: $3.18 Million
Healthcare: $1.83 Million
Communication Services: $1.7 Million
Consumer Defensive: $1.18 Million
Other: $1.07 Million
Stock Holdings Table Market Cap. of $200 Billions or more