Dhjj Financial Advisors, Ltd. Portfolio Holdings
Dhjj Financial Advisors, Ltd.
- $256 Million
- Q3 2025
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.
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
Summary
- Portfolio
- No. of Stocks 1,003
- Current Value $256 Million
- Prior Value $242 Million
- Filing
- Period Q3 2025
- Filing Date October 20, 2025
- Form Type 13F-HR
- Activity in Q3 2025
- New Purchases 57 stocks
- Additional Purchases 130 stocks
- Sold out of 0 stocks
- Reduced holdings in 158 stocks