Sja Financial Advisory, LLC Portfolio Holdings

Sja Financial Advisory, LLC

  • $146 Million
  • Q3 2024

Sja Financial Advisory, LLC has filed its 13F form on November 25, 2024 for Q3 2024 where it was disclosed a total value porftolio of $146 Million distributed in 42 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr with a value of $21M, Ishares Core S&P 500 ETF with a value of $14.9M, Ishares S&P 500 Value ETF with a value of $11.9M, Vanguard Bd Index Fd Inc Total with a value of $11M, and Ishares S&P 500 Growth ETF with a value of $10.3M.

Examining the 13F form we can see an increase of $9.92M in the current position value, from $136M to 146M.

Below you can find more details about Sja Financial Advisory, LLC portfolio as well as his latest detailed transactions.

Portfolio value $146 Million
ETFs: $146 Million

Stock Holdings Table Market Cap. of $300 Millions to $2 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 42
  • Current Value $146 Million
  • Prior Value $136 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 25, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 2 stocks
  • Additional Purchases 20 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 20 stocks
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