Dhjj Financial Advisors, Ltd. Portfolio Holdings

Dhjj Financial Advisors, Ltd.

  • $242 Million
  • Q2 2025

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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$84.3B
$0 0.0% of portfolio
5
Q3 2023 New
-
$0 0.0% of portfolio
-
Q4 2023 Reduced 19.23%
$0
$0 0.0% of portfolio
10
Q3 2023 New
$0
$0 0.0% of portfolio
5
Q3 2023 New
Galaxy Digital Inc.
-
$0 0.0% of portfolio
-
Q2 2025 New
Innovator Etfs Trust
-
$0 0.0% of portfolio
-
Q3 2024 New
Innovator Etfs Trust
-
$0 0.0% of portfolio
-
Q1 2025 Added 100.0%
Innovator Etfs Trust
-
$0 0.0% of portfolio
-
Q2 2025 New
Innovator Etfs Trust
-
$0 0.0% of portfolio
-
Q3 2024 New
Innovator Etfs Trust
-
$0 0.0% of portfolio
-
Q2 2025 New
Innovator Etfs Trust
-
$0 0.0% of portfolio
-
Q3 2024 New
Innovator Etfs Trust
-
$0 0.0% of portfolio
-
Q4 2024 New
Innovator Etfs Trust
-
$0 0.0% of portfolio
-
Q2 2025 Added 1.01%
Innovator Etfs Trust
-
$0 0.0% of portfolio
-
Q4 2024 New
Ge Healthcare Technologies I
-
$0 0.0% of portfolio
-
Q2 2025 Added 34.85%
$0
$1,000 0.0% of portfolio
40
Q4 2023 Reduced 89.47%
-
$0 0.0% of portfolio
-
Q3 2023 New
$0
$12,000 0.0% of portfolio
355
Q3 2024 Reduced 6.58%
Innovator Etfs Trust
-
$0 0.0% of portfolio
-
Q2 2025 Added 1.27%
Innovator Etfs Trust
-
$0 0.0% of portfolio
-
Q2 2025 Added 21.16%
$43.3B
$4,000 0.0% of portfolio
20
Q2 2025 New
Innovator Etfs Trust
-
$0 0.0% of portfolio
-
Q2 2025 New
$0
$1,000 0.0% of portfolio
8
Q3 2023 New
$0
$0 0.0% of portfolio
15
Q2 2024 Added 650.0%
$124B
$1,000 0.0% of portfolio
10
Q3 2023 New
$1.63B
$3,000 0.0% of portfolio
200
Q3 2023 New
$33.7B
$1,000 0.0% of portfolio
41
Q3 2023 New
Kraneshares Trust
-
$0 0.0% of portfolio
-
Q3 2024 New
Kraneshares Trust
-
$0 0.0% of portfolio
-
Q1 2025 New
$8.86B
$1,000 0.0% of portfolio
25
Q2 2025 Added 92.31%
Lam Research Corp
-
$0 0.0% of portfolio
-
Q4 2024 New
$36.9B
$0 0.0% of portfolio
4
Q3 2023 New
$0
$0 0.0% of portfolio
15
Q3 2023 New
$0
$1,000 0.0% of portfolio
45
Q4 2024 Added 2.27%
$0
$0 0.0% of portfolio
10
Q3 2023 New
Listed Fds Tr
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 32.8%
-
$0 0.0% of portfolio
-
Q1 2025 Reduced 47.39%
$0
$1,000 0.0% of portfolio
30
Q1 2025 Reduced 87.76%
$0
$0 0.0% of portfolio
10
Q2 2025 Reduced 60.0%
$0
$11,000 0.0% of portfolio
360
Q3 2023 New
$0
$12,000 0.0% of portfolio
795
Q1 2024 Reduced 7.02%
$0
$2,000 0.0% of portfolio
38
Q1 2025 Reduced 9.52%
$0
$1,000 0.0% of portfolio
28
Q3 2024 Added 3.7%
$0
$5,000 0.0% of portfolio
38
Q1 2025 Added 850.0%
$0
$1,000 0.0% of portfolio
7
Q3 2023 New
-
$0 0.0% of portfolio
-
Q3 2023 New
$0
$7,000 0.0% of portfolio
125
Q4 2024 Reduced 52.65%
$0
$0 0.0% of portfolio
4
Q3 2023 New
-
$0 0.0% of portfolio
-
Q3 2023 New

Summary

  • Portfolio
  • No. of Stocks 977
  • Current Value $242 Million
  • Prior Value $219 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 21, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 65 stocks
  • Additional Purchases 160 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 144 stocks
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