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
$210 Million
$8.31 Million
$5.39 Million
$3.18 Million
$3.03 Million
$1.69 Million
$1.5 Million
$1.23 Million
$1.06 Million
Stock Market Cap.
Holding Value (Reported)
# of Shares.
Last Trade
Trade History
$32.4B
$3,000
0.0% of portfolio
170
Q4 2024
Reduced 5.56%
$29.2B
$2,000
0.0% of portfolio
106
Q2 2025
Reduced 73.63%
$25B
$0
0.0% of portfolio
50
Q3 2023
New
$22.6M
$0
0.0% of portfolio
80
Q3 2023
New
$80.1B
$8,000
0.0% of portfolio
35
Q3 2023
New
$16B
$9,000
0.0% of portfolio
97
Q3 2023
New
$1.59B
$5,000
0.0% of portfolio
93
Q3 2023
New
$0
$0
0.0% of portfolio
10
Q3 2023
New
$0
$1,000
0.0% of portfolio
40
Q3 2023
New
-
$0
0.0% of portfolio
-
Q4 2024
Added 13.14%
-
$0
0.0% of portfolio
-
Q2 2025
Reduced 11.4%
-
$0
0.0% of portfolio
-
Q2 2025
Added 35.35%
-
$0
0.0% of portfolio
-
Q4 2024
New
-
$0
0.0% of portfolio
-
Q3 2024
New
-
$0
0.0% of portfolio
-
Q4 2023
New
$4.32B
$7,000
0.0% of portfolio
100
Q3 2023
New
$0
$0
0.0% of portfolio
5
Q3 2023
New
$0
$0
0.0% of portfolio
2
Q3 2023
New
$0
$1,000
0.0% of portfolio
60
Q2 2025
Reduced 97.57%
$0
$0
0.0% of portfolio
10
Q3 2023
New
$0
$3,000
0.0% of portfolio
162
Q2 2025
Added 0.62%
$0
$1,000
0.0% of portfolio
79
Q1 2024
Added 49.06%
$0
$0
0.0% of portfolio
19
Q3 2023
New
-
$0
0.0% of portfolio
-
Q3 2024
New
$0
$0
0.0% of portfolio
5
Q3 2023
New
$0
$3,000
0.0% of portfolio
27
Q3 2023
New
$0
$0
0.0% of portfolio
4
Q3 2023
New
-
$0
0.0% of portfolio
-
Q3 2024
New
$24.1B
$2,000
0.0% of portfolio
36
Q4 2024
Reduced 76.92%
-
$0
0.0% of portfolio
-
Q3 2023
New
Grayscale Bitcoin Mini Tr Et
-
$0
0.0% of portfolio
-
Q4 2024
New
$0
$0
0.0% of portfolio
5
Q3 2023
New
Grayscale Ethereum Trust ETF
-
$0
0.0% of portfolio
-
Q3 2024
New
-
$0
0.0% of portfolio
-
Q2 2025
Added 100.0%
-
$0
0.0% of portfolio
-
Q2 2025
New
-
$0
0.0% of portfolio
-
Q2 2025
New
$0
$0
0.0% of portfolio
10
Q3 2023
New
-
$0
0.0% of portfolio
-
Q2 2025
Added 169.1%
-
$0
0.0% of portfolio
-
Q2 2025
Added 15.42%
-
$0
0.0% of portfolio
-
Q4 2024
Added 16.78%
-
$0
0.0% of portfolio
-
Q2 2025
Added 46.96%
-
$0
0.0% of portfolio
-
Q1 2025
New
-
$0
0.0% of portfolio
-
Q2 2025
Added 36.59%
-
$0
0.0% of portfolio
-
Q1 2025
Added 5.95%
-
$0
0.0% of portfolio
-
Q3 2024
Reduced 39.81%
-
$0
0.0% of portfolio
-
Q4 2024
Added 312.5%
-
$0
0.0% of portfolio
-
Q2 2025
Reduced 3.24%
-
$0
0.0% of portfolio
-
Q1 2025
Added 221.18%
-
$0
0.0% of portfolio
-
Q2 2025
Added 356.55%
-
$0
0.0% of portfolio
-
Q1 2025
Added 4.1%
