Sja Financial Advisory, LLC Portfolio Holdings
Sja Financial Advisory, LLC
- $136 Million
- Q1 2024
Sja Financial Advisory, LLC has filed its 13F form on May 10, 2024 for Q1 2024 where it was disclosed a total value porftolio of $136 Million distributed in 40 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr with a value of $19.7M, Ishares Core S&P 500 ETF with a value of $14.4M, Ishares S&P 500 Value ETF with a value of $10.9M, Vanguard Bd Index Fd Inc Total with a value of $9.92M, and Ishares S&P Midcap 400 Growth with a value of $9.65M.
Examining the 13F form we can see an increase of $7.53M in the current position value, from $129M to 136M.
Below you can find more details about Sja Financial Advisory, LLC portfolio as well as his latest detailed transactions.