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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
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