Dhjj Financial Advisors, Ltd. has filed its 13F form on July 21, 2025 for Q2 2025 where it was disclosed a total value porftolio of $242 Million distributed in 977 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 $31.4M, Ishares Core S&P Mid Cap ETF with a value of $19M, Schwab Strategic Tr Us Dividen with a value of $10.2M, Schwab Strategic Tr Us Large C with a value of $9.85M, and Jp Morgan ETF Tr Ultra Short I with a value of $7.45M.
Examining the 13F form we can see an increase of $23.5M in the current position value, from $219M to 242M.
Below you can find more details about Dhjj Financial Advisors, Ltd. portfolio as well as his latest detailed transactions.
Portfolio value
$242 Million
ETFs: $210 Million
Technology: $8.31 Million
Industrials: $5.39 Million
Consumer Cyclical: $3.18 Million
Financial Services: $3.03 Million
Healthcare: $1.69 Million
Communication Services: $1.5 Million
Consumer Defensive: $1.23 Million
Other: $1.06 Million
Stock Holdings Table Market Cap. of $200 Billions or more
